Taylor Wimpey Share Discussion Threads

[farmai] 22/7/2016 09:57

OMG indeed - seldom have I seen a share with this much buy/sell imbalance after two hours trading.

After the PMI data I think we can safely say an August rate cut back on the cards, which is supportive to home builders

[omg48] 22/7/2016 09:43

7.5m share buy @148.8

[farmai] 21/7/2016 13:53

Put it this way, its difficulty to see why the share price should drop from here given the land bank and balance sheet of TW, and latent earnings capacity.

Obviously the upside is limited at the moment by those fixated with property price direction, but one should still be able to make a substantial gain from here

[joemillion] 21/7/2016 12:01

Couldn't agree more. Topped up with 22k shares this morning. Will look to top slice at £1.70 target and expect the share price will reach this within the next month or so. Easy money from current levels. Good luck to all.

[farmai] 21/7/2016 10:03

The outlook next week should be relatively benign I would have thought. The important thing here is that house building that is critical to economic performance of the country, we have a new prime minister singing the virtues of the sector. For that reason there must be a reasonable chance we see an autumn statement from the treasury supportive of the sector. 150p is too cheap here

[steeplejack] 21/7/2016 08:27

The Barret trading outlook was measured saying that it was too early to gauge the impact of Brexit but fundamentals for Barret and the industry remained very sound.If TW. say similar,I wouldn't expect the price to fall.Anyway,the Bank of England is suggesting that things aren't falling off a cliff.

[battue2] 20/7/2016 21:46

Half year results next week, so should see a run up at least to the day before .
Should be good until they get to the paragraph about the outlook in the near term, if its anything like BDEV it will knock the steam out of this rise .

[tlobs2] 20/7/2016 20:15

I am happy to see a softly softly gentle rise back to a more realistic price for TW shares.

I can't see £2 a share until the dust settles but £175 to £1.80 could and should be a realistic target given the dividend potential.

[gambos49] 19/7/2016 17:55

Thanks Twinkle

[gambos49] 19/7/2016 15:10

I opted for the shares rather than cash on the special divi .Does anyone know the share price that was used for calculations I think it was about £1.45.Does anyone else on here choose shares over cash.Thanks

[farmai] 18/7/2016 12:16

frankly they could have interviewed anyone of the 48% who voted remain to get the same apocalyptic story. So his comments add no value whatsoever.

At the end of the day interest rates look like being lower for longer, and sooner or later the investment community will wake up to the fact that TW's dividend is one of the best and sustainable yields in the market even with a pull back in property prices

[inv] 18/7/2016 07:58

Will gain big time from HS2

[gbh2] 17/7/2016 18:27

Finger in the Air time, I'll stick with the dividend payers and see if my current capital loss is regained because my overall position with house builders is still very much in profit.

[ianood] 17/7/2016 15:12

Slight contrast in messages from the same fund manager in the last two posts above!

[shaws67] 17/7/2016 15:06

'I got Brexit wrong, but I'm backing builders to bounce back,' says star investor Richard Buxton

[dadedidodu] 17/7/2016 14:16

Guardian
Brexit impact is going to be horrible, says leading City fund manager
Richard Buxton predicts that UK economy will judder to a halt

[gbh2] 15/7/2016 14:09

The special dividend makes the current share price look more acceptable, that said it would be virtually impossible for me to lose on this given my last seven years of gains :))

[doyden] 15/7/2016 11:53

Div not in Barclays yet but then they always seem to be a day or two late.

[uknighted] 15/7/2016 09:48

Special divi received in my ISA.

[steeplejack] 14/7/2016 22:55

House prices in residential London are down 10% since Brexit and don't think that raw material costs increases can be readily passed on in a weakening residential market.What about a concerted Government sponsored housebuilding programme with controlled profit margins for builders to address the country's housing requirements?

[farmai] 14/7/2016 14:33

but only time yield matters is a month or two before the dividend gets paid.

175p will do just fine for now

[beercapafn] 14/7/2016 14:23

£ 2.10 is correct price...Just look at the yeild...