Taylor Wimpey Share Discussion Threads

[barbar7619] 27/6/2016 15:11

5 years and EU has gone. Everyone stop worrying!!!

[smurfy2001] 27/6/2016 15:10

Worth a punt at 25p.

[ozzmosiz] 27/6/2016 15:07

Doesn't the trade deficit only widen if we export less. With us exporting more that shouldn't happen

[gbh2] 27/6/2016 14:59

Not to worry there's loads of doom & gloom merchants around trying to convince people they end of the world is coming.

[galeforce1] 27/6/2016 14:56

We're also going to see the trade deficit get a lot worse, certainly in the short term. The sharply lower GBP won't initially slow imports (it will just make them more expensive), and sadly we don't have a whole lot of product to export.

If the trade deficit rises from the current level of around 7% of GDP to more like 8% or 9% you could see real pressure on sterling, and the BoE could find itself forced to raise interest rates to defend it.

Seems to me a downside risk that house market bulls just aren't factoring in.

[ozzmosiz] 27/6/2016 14:46

One hell of a fight between bulls and bears here.

[m4rtinu] 27/6/2016 14:44

Techno - "Not for the faint hearted ..." :)

Blonde - "... with very little risk." Wish I could be so sure. Could interest rates go up; could people lose their jobs? But as you say, long term should be ok.

[blondeamon] 27/6/2016 14:36

I just bought here for first time, great entry point with very little risk. Happy to be a long term holder as I buy more on dips.

Agree housing looks a good sector to be in right now.

[bonio10000] 27/6/2016 14:32

Galeforce - but the currency is a one off bout of inflation.

No need to raise rates - in 12 months it is out of the system.

[ozzmosiz] 27/6/2016 14:32

100K negotiated trade.

[ozzmosiz] 27/6/2016 14:29

Inflation for us will go down with everything costing more.

[galeforce1] 27/6/2016 14:28

I think interest rates are more likely to go up than down.

With the GBP in freefall (GBP/USD expected to be 1.20 by end of year) inflation will inevitably pick up. If inflation goes to 4% or 5% then the BoE will have to raise rates. If/when rates go up the housing market plunges. Simple as that.

[jugears] 27/6/2016 13:45

With the prospect of 0% interest rates, Falling Stock markets, Where is the best place to put you money long term - Answer houses, through every depression house prices have continued to rise & always Will. It doesn't matter when you buy, house prices always recover & always will, IMHO over the next couple of years We will see the biggest housing boom in the uk since the war( Out side of london where the majority of the population live) Brexit is'nt bad for everyone the uk is made up of thousands of small busineses & a low pound is extremely good news for exporting, If I were the government I would be having a national buy british campaing so that we can reduce the amount of trash that is imported to this country & thus reducing the countries deficet.

[sr2day] 27/6/2016 13:34

this is being shorted big time by the look of it.so anybody,s guess how far down they will take it.

[techno20] 27/6/2016 13:28

Couldn't resist any longer - bought at 114p. No idea where this will go short term, but fundamentals on new build remain very positive. If downturn occurs govt will be forced into stimulus and construction will be high on the priority list. Interest rate drop will also help sentiment.

Not for the faint hearted, but once things settle (and they will!) this will recover.

GLA

[coley007] 27/6/2016 13:14

time to start dipping in here - short term points

[spennysimmo] 27/6/2016 13:09

I haven't posted here for a number of years. Made a few bob on Yell overall. Lost a lot on the banks. Made it all back plus on TW but was out some considerable time ago and really missed the best of the rise.

Time to do two things now.

1. Buy the £
2. Buy back into TW but average down/up depending on what direction it takes over the coming weeks/months.

In 5-10 years all this will just be another bit of noise on the chart.

[ny boy] 27/6/2016 11:59

Hoard gold for the next year or two.

I wouldn't make my investment decisions based on whether directors have bought shares here, doesn't mean much, the markets are in turmoil for the summer until there is clear direction from the new PM in the autumn.

Property is grossly over-valued in London & SE generally and now there are pockets of bubbles around the UK, when property turns down it becomes a very difficult asset class if you need to see quickly, it's not like equities, which you can sell in secs.

Pain ahead for the property sector.

[sawadee3] 27/6/2016 10:50

Agreed steeplejack.

I can only assume Brexit voters had no wealth to start with, they had nothing to lose.

Meanwhile Gold shares rocket. Happy days chaps :-)

[gbh2] 27/6/2016 10:46

I'll not worry, from the tone of your posts you're doing enough for both of us :)

[galeforce1] 27/6/2016 10:44

GBP/USD now at 1.32. Where's that going to settle, as the UK credit rating gets progressively downgraded.

The next thing we'll see is a failed Gilt auction.

[steeplejack] 27/6/2016 10:44

Don't worry,you won't be hearing from me anymore.

[martyn9] 27/6/2016 10:41

Project farce with scotland now started!!