Taylor Wimpey Share Discussion Threads

[rikaughty] 12/10/2016 09:01

TEF trading update positive.

[m4rtinu] 12/10/2016 08:43

Click the little triangle thingy and select ...

[omg48] 11/10/2016 22:44

Raffles and GBh2 absolutely correct. Arja a total wa--er and forever stating the obvious with nothing really to say except his whining about Brexit and his dislike for the conservatives and Prime minister May. Sick of seeing his name and worthless posts on this thread considering that he says he has little holding in TW. Do us all a favour and go back to Australia and live in the Bush.

[arja] 11/10/2016 20:09

spoole5
thanks for that and builders outperformed mining stocks today . I filtered gbh2 a while ago , probably because he used foul language as can be no other reason . Always thought it was childish to filtewr someone but now I do it myself ! ( wry smile ) .
Dow really weak today and TW may struggle to kick on tomorrow - hope I am wrong !

[spoole5] 11/10/2016 19:50

gbh2 - only just joined thread and was only answering a question!

[gbh2] 11/10/2016 19:45

spoole, why bother do you really care what arja posts??

[spoole5] 11/10/2016 18:25

Arja - mccarthy and stone stated this morning that the weakness and cancellations they experienced after brexit had been reversed and trading is back to normal. I know they are in a different market but it's positive sentiment for the sector and i think the reason for housebuilders rising today.

[arja] 11/10/2016 15:22

spoole5- where did you read it please ? Am just wondering if this big move today will be held tomorrow or later today with Dow falling and pulling the miners back especially after their good run !

[arja] 11/10/2016 14:54

still no retreat and hopefully it might kick on for rest of week . But Dow coming off and may affect it

[raffles the gentleman thug] 11/10/2016 13:09

think deluded is the right answer gbh2

[gbh2] 11/10/2016 08:43

If I remember correctly arja was very negative about this company and now, judging by the amount of time spent on this thread, the person is either totally obsessed or deluded into thinking their opinion will make one iota of difference to the buying or selling volume.

[arja] 11/10/2016 08:29

nice start today for TW and let's hope it does not do the usual retreat !

[spoole5] 11/10/2016 07:13

Positive MCS update today should boost housebuilders.

[arja] 10/10/2016 21:37

m4r- as low as the market takes it , even to parity . Things will be really bad in Uk after we leave the EU ! You aint seen nothing yet sport and I hope the witch , TM , does not get her way ! she is a nasty piece of work if ever there was one.

[battue2] 10/10/2016 19:37

Jugears, off topic really but how many times do you have to hit the refresh button to get your point across on your epic posts while you are writing them?
Surely easier to subscribe to ADVFN then you could have a blue avatar instead of capitals.lol.

[m4rtinu] 10/10/2016 17:30

All money seems to be chasing the companies with foreign earnings capacity, given the £ v $ exchange rate. How low can the £ go before action is taken?

[steeplejack] 10/10/2016 16:47

"If this creates a skills shortage then I will be substantially better off as I will be able to increase my prices"...Blimey,you're beginning to sound like an investment banker JUGEARS!Survival of the fittest.That some will gain and others lose is inevitable.Looking at the picture now,i reckon builders will gain and the financial sector lose overall.Thus London (x a very real tourist boost)could see a slowing,areas further North may enjoy better times......but its all speculation other than i find it peculiar given the PE/PEG/CASH FLOW MULTIPLE/ASSET BANKING/YIELD why this stock is in retreat.

[jugears] 10/10/2016 15:56

The Sp is like a piece of elastic that is being stretched further & further unfortunately for some that elastic will break at some point & these will head north & make some very rich people even richer,Talking to sites nothing has or is expected to change in the near future, these are an absolute bargain considering the dividend & the more they drop the more I will purchase,As at these levels I expect to make at least 70p per share over the next 12 months, I could be wrong but I'm not very often, The building shares are being manipulated at the moment mainly due to no news, once they report again I think we will see these stabalise at a much higher level if not we will just have to wait for Divi time.
SteepleJack there is know proof that we will or won't be better off with Brexit,Some people will & some won't, If this creates a skills shortage then I will be substantially better off as I will be able to increase my prices, Know one knows what the impact will be & probably never will as some sectors will benefit & grow others won't & decrease Its all just a waiting game, we can all speculate but sadley none of us has a crystal ball so we can't look in to the future & therefore can only worry about what is happening now, & for me now is exceptionally good with the best forward order book I have ever had at rates I could only dream of a few years ago which gives me more money to invest in bombed out share like TW & lloyds as these are where I strongly expect my retirement plans & future lays

[arja] 10/10/2016 15:51

rikaughty - you are a dreamer but I hope it gets there in your lifetime ! ( smile ) . chart looks ominous sadly and 140 level might be hit this week.

[rikaughty] 10/10/2016 15:18

Agreed. Difficult to read. I'm still confident this will do well. My target has been and remains £2.50 at which point I'll be out. Brexit uncertainty has just prolonged the wait.

[garycook] 10/10/2016 15:16

All counts for nothing atm.

[steeplejack] 10/10/2016 15:03

With the exception of Credit Suisse,brokers think TW. are very good vaue.Yet technical support at 148p has been lost and its not immediatley clear where the shares will come to rest.I fancy a strong bounce for choice but currency continues to dictate to the funds who seem keen to opt for those overseas earners.

16-Oct-16 Deutsche Buy 155.60p 218.00p 218.00p Reiteration
23-Sep-16 Credit Suisse Neutral 155.50p - 118.00p Reiteration
28-Jul-16 JP Morgan Cazenove Overweight 154.20p - 250.00p Reiteration
27-Jul-16 Shore Capital Hold 154.60p - - Reiteration
27-Jul-16 Canaccord Genuity Buy 154.60p - 140.00p Reiteration
26-Jul-16 Deutsche Buy 144.90p - 218.00p Reiteration
28-Jun-16 Goldman Sachs Neutral 122.00p - 123.00p Reiteration
27-Jun-16 HSBC Buy 115.80p - 220.00p Reiteration
27-Jun-16 Jefferies Buy 115.80p - 203.00p Reiteration

[catswhiskas] 10/10/2016 14:56

Should bounce from a technical point of view its dropped 10% in a week

[steeplejack] 10/10/2016 11:08

The U.K. markets remain memorised by the fortunes of sterling which reflects the uncertain road ahead.The weakness of sterling isn't a direct consequence of Brexit,the currency was overvalued before the vote given the current account deficit but now there's real concern how that deficit is to be funded This was always the concern expressed by the Financial Times,the ability to fund the deficit was a fragile mix of inward foreign investment which was vulnerable to the uncertainty Brexit would create.A persistently weak sterling could deter such inward investment albeit to date it simply appears to have encouraged a rush by the Americans and Chinese to snap up commercial property opportunities.Good sign for now.Yet,there are clouds ahead.The French and their allies seem pretty keen to make life difficult for us if only to show their own disaffected how tough life would be outside the EU.Roll on the French and German elections which could aid our cause.Moreover,do we have the expertise to negotiate a plethora of trade deals in the time permitted.Unlikely.The reason the UK equity markets have risen is primarily because sizeable overseas earners are being used as bond proxies,a sort of default option,in a low interest rate environment hallmarked by the recent cut by the B of E.Apart from the UK current account deficit,we also have the problem of relatively low UK productivity.We sit at the bottom of the table along with Greece,Italy and Portugal.Was the EU responsible for that,we're about to find out.(The bright spot in a dull UK firmament in recent years have been London and the South East but challenges to passporting could damage the financial industry which would adversely affect London).Anyone who thinks we'll be economically better off over the next 5 years as a consequence of exiting the EU is in cloud cuckoo land.Of course,the EU might collapse which means we'd be better out than in,but all things being equal,the benefits of Brexit are political,legal and constitutional NOT economic.It's something of a surprise that the euro remains so strong against sterling,it lacks consistency in thought because inevitably,the EU will suffer as a consequence of UK departure.The US dollar is in a strong place at the moment with shale gas etc and,in no small part,sterling weakness is a reflection of dollar strength.Squiresquire makes some interesting points.I've always felt that it has been topical to blame the EU for all the bureaucratic claptrap that dogs this nation but in reality I think it's the interpretation of that EU paraphernalia by little jobsworths in the UK that exacerbates the problem.Are these people to disappear with Brexit.I doubt it.

[arja] 10/10/2016 08:41

trying to turn but what a struggle !