Taylor Wimpey Share Discussion Threads

[ardent8] 31/3/2016 20:25

Noted. Thank you.

as an experiment, looking to do both. Sell half, keep half and then work out the maths moving forward.

[battue2] 31/3/2016 19:10

ardent8, make sure you hold until close of play on the record date and not the ex-div date. gl

[ardent8] 31/3/2016 18:51

Good point.

[gbh2] 31/3/2016 18:34

The question here is will the HFs sell it back down again or keep on building their holdings to qualify for the big special dividend??

[ardent8] 31/3/2016 18:19

Asa learning opportunity. Thi k I am going to try it.

My rough calcs seem to work out very similar in the end, just feels you get the benefit sooner rather than later.

Cheers

[gbh2] 31/3/2016 17:45

I've seldom found it advantageous, unlike the Institutions my buy & sell costs plus the drop (which is often the same as the dividend amount) kinda kills the move for me!

[ardent8] 31/3/2016 17:33

Has anyone done a worked example (or link to one) to compare the pros and cons of holding and taking the the divi vs selling day before ex div date and buying back on the dip after?

Looking to try both this time round, keep half of holding sell the rest and see what happens.

Would just like a heads up on what would normally be expected to happen.
Cheers

[gbh2] 22/3/2016 09:47

The special dividend will keep the share price growing whether we stay or leave the EU.

[omg48] 22/3/2016 09:43

another set of fabulous figures from Bellway. Hopefully cheer us up a little considering what has gone on today from those wicked cowards in Brussells.

[e j blythe] 12/3/2016 13:53

Must admit, have been out of these now for quite some time.

Would have been tempted at sub 170, but funds elsewhere now.

As the poster above alludes to, we may be in for a rocky time until the vote, and after, if we BREXIT ( I hope!), so will keep on eye this.

[corlis] 12/3/2016 06:52

This is now starting to look very good again.

[hillbrown] 07/3/2016 09:16

Yes Taffee, you will be right at some point. We all know that housebuilders will fall, at some point, you don't have to be brain of Britain. But you have been calling it since TW. was way below current levels and if you actually traded at all you would have lost fortunes.

Yes, you are right after the event with oils. My oh my, that was clever of you.

FWIW I am currently accumulating RDSB awaiting the increase to at least $50 dollars in the Brent price by the end of the year and its big fat divi; GSK for its big fat divi and break-up possibilities; GVC for its restructuring after its mega acquisition and resumption of divis next year; REDD for growth and divis and a small punt on ALM.

My interest is TOTAL RETURNS be it capital or divi.

[jugears] 05/3/2016 12:16

Whilst I agree in some respects to taffees comments & there probably will be a housing slump at some point, The fact still remains that when we went in to the last reccesion TW had debts of 1 billion ( this was mainly caused by the purchase of taylor woodrow)& yet still managed to turn the business around even though most companies would have gone to the wall. Having supplied to Wimpey for many years I know that this is an extremely well ran company & that is why at the start of the reccesion I invested most of my spare cash in TW shares, I very much doubt that we will see the country grind to a halt & houses suddenly not selling There will always be buyers & sellers,even if the numbers decrease slightly. There is know point trying to compare what might happen in the uk with what did happen in Ireland & spain , In the uk most homes are built to demand, whereas in ireland & Spain they were being built on speck, most of which were apartments ( which have very limited appeal)Tw are in a much healthier position to weather the next reccesion & so long as they are making a profit of sorts I am more than happy to Hold untill I retire, Personally I think that the stock market would have rocketed this year had it not been for brexit hanging over us, And good luck Taffee making money out of oil, that & banks are a no brainer at the moment. IMHO both will out perform the markets in the next few years,The only down side to oil is you have to keep pumping even if prices fall & with banks its easy to loose the money that you have lent, This is why I prefer house building, You buy the land (& own it) You build a house & sell it then build another & so on, you dont have to build if you can't sell, House builders build at a rate to suite demand, If demand falls so do labour requirements & labour & material costs,As most of TW staff are subcontract they can get rid of staff without any cost, As interest rates are now predicted to fall rather than increase I see Know reason why the housing market should slump in the next few years, to many people panicking about the world economy & brexit. There is abosolutely Know chance of the uk coming out of the Eu, before the vote the EU will come up with a last minute package & prommises to keep the uk in as they know full well that the uk play a very important part in the existance of the Eu & that if we left others would follow very quickly & they will do every thing in there power to make sure this does not happen. IMHO TW finances are more than robust enought to get through the next down turn & will come out the other side even stronger than they are now, They build houses & thats the market they know & stick to. There is this myth that when there is a down turn that every one will struggle & that is not true some businesses & people are actualy better off

[gbh2] 05/3/2016 08:20

Spread Bet, quite a few SB companies on the web.

To be honest I'd rather hold the shares but as I said I don't have the cash available to purchase a reasonable amount so £?? a point on a spread bet is simply a way of pursuing my retirement pastime.

[larry83] 05/3/2016 08:10

gbh2 I have to ask what is a march SB, and if I like what I hear how do I go about trading in mit please

[gbh2] 04/3/2016 15:39

Who's going to be doing the Burn Buys?

The HFs are the ones that are moving this price and I think they'll walk it up when they're good and ready ie ex dividend date.

[taffee] 04/3/2016 14:56

Hillbrown

Had a nice payday on oil and oilers
Falling recently and expecting another
On property related shares.... Looking
Good for the bears... Bull mkt is over

[martyn9] 04/3/2016 13:29

Shorters are going to get stung soon imho.

[casino444] 04/3/2016 12:47

down we go so buy we go

[gbh2] 04/3/2016 09:35

I cannot find the cash to buy more so I've stuck a March SB on.

[hillbrown] 04/3/2016 08:50

Deadly.

The man Taffee is £27m down on paper housebuilder shorts but has only £1-3-6d
in his account. I got this from an insider.

[gbh2] 03/3/2016 14:52

It's looking more & more as if our whole stock market is stuffed until the In Out referendum is over, that said I still think we'll see a run up towards ex dividend date.

[martyn9] 03/3/2016 12:36

I would imagine a rebound is imminent soon at these levels.

[gbh2] 03/3/2016 12:29

The directors timing was good yesterday.