Taylor Wimpey Share Discussion Threads

[m4rtinu] 15/6/2017 08:54

Jugs - I would certainly be in favour of rebalancing the economy away from Financial Services to Manufacturing. Perhaps this is the opportunity.

Not so optimistic as you re Brexit, though. Hopefully, it will all be sorted by the end of 10 years!

[gbh2] 14/6/2017 23:07

Always good to hear your hands on experience, much appreciated.
This is a hobby to me so buying and selling is part of the interest and I can spend as much or as little time on it as required which isn't so easy when you're working.

[jugears] 14/6/2017 21:58

Summer is never a good time but being a high rate tax's payer there is no point in me selling anything & I never seem to pick the right time to get back in. It may be unsettled at the moment but most of my customers don't see any long term down turn associated with Brexit, the FTSE may be riding high but I believe there are many stocks in it there are under performing. IMHO Tw & Lloyds have a long way to go in the long term even if they do fall a bit short term, A lot of investors seem to be ignoring the so called analyst that keep predicting doom perhaps like me they just take it with a pinch of salt now because they always seem to get it wrong, according to some the stock market was going to crash if it was a hung parliament but nothing really happened There were no significant changes after the brexit vote trade in my business went quiet for a few weeks but ended the year doubling my turnover, This year I have had to turn more work away than ever before & there seems to be no sign of it slowing down, I have spoken to suppliers today who are offering much longer lead times than have had to for many years & are also working to capacity. I would say that optimism in the building trade is at an all time high according to the people I talk to. I really need to purchase larger premises & take on more staff but as I want to retire in a few years & neither of my children want to come in to the business its a difficult decision to make, I don't want to turn work away as its all word of mouth but then I don't really want to make a substantial investment just for a few years, but I have no doubt that the work will be there & that Brexit will make very little difference, Yes the uk may loose some customers & banking jobs but as we manufacture some of the best products in the world I really don't see why Europe would stop buying them, If they are coming to us in the first place its because they like our products & probably can't buy them anywhere else, as a nation the uk has always been hated by most European countries but it hasn't stopped them purchasing our goods & personally I don't see leaving the Eu will make much difference, At the end of the day Its companies that purchase our goods not countries or politicians( except perhaps millitary goods) & these companies will have the final say, there are also much larger countries outside of the Eu that we have not been able to supply goods to that could become new markets for the Uk IMHO we will look back in ten years & wonder what all the fuss about Brexit was.

[gbh2] 14/6/2017 19:23

Hope you're right JUGEARS, wish I were so positive.

As it happens I shut down my TW long for 5 point at £50 a point and sold off a third of my Lloyds, quarter of my TW and all my Telford shares this afternoon.

What with the FTSE being at record highs, the uncertainty attached to Brexit and a long hot summer to enjoy imo we'll see more weakness in most stocks.

Good job I'm an optimist :))

[jugears] 14/6/2017 14:02

gbh2, Perhaps but Lloyds have been stuck in a rut for a while & just feel that it is about to start moving again.

[gbh2] 14/6/2017 11:47

I'd like to put more into Lloyds but they're already my largest holding and I feel their share price will be much like TW's in as much as it will be run up & down as bread & butter money for the Hedge funds!

[jugears] 14/6/2017 10:16

Not quite the crash everyone was expecting, I can see these heading back to £2.00 very quickly, gbh2 good call buying when you did, Unfortunately I was hoping for a temporary drop to £1.60ish to buy some more but this is now looking very unlikely, Oh well I think I will put some more in to lloyds as I feel they are soon to take off.

[gbh2] 12/6/2017 11:55

Business leaders don't want good news in the press, their staff would be wanting pay increases which would take away the cash the Business leaders are expecting to pay themselves when their 2017 bonus & salary increases are due!

[stewart64] 12/6/2017 10:19

Can't see the election result being a plus tbh. Frankly I am amazed that the FTSE 250, especially, and domestic stocks like TW FTSE 100 are hanging in there. Total collapse in consumer confidence just now which will get worst as politicians do their worst.

[catswhiskas] 09/6/2017 18:13

Had a great run from 150p to over 2 quid but now normal service has resumed!

[jugears] 09/6/2017 18:11

Probably not the Election results I had hoped for, But now there will be no chance of an interest rate rise for a long time yet so this has to be good for the housing market,TBH I thought these would have dropped a lot more than they have, Disapointing really as I had hoped to get in early & pick some more up cheap, IMHO they probably won't fall much more (Except for the panick sellers on Monday) So maybe a good time to pick up more then.

[gbh2] 09/6/2017 16:28

Can't help but smile at the Directors, Rain, Hail or total share price meltdown doesn't stop them grabbing their frequent hand full of shares :))

[gbh2] 09/6/2017 13:01

I think this will be news driven until the onset of the run up to the next ex divi date.

[clarky5150] 09/6/2017 13:00

BVS looking good to end flat or blue.

[clarky5150] 09/6/2017 12:59

Really. 190 by next week!!! I think your purchase first thing was well timed. If I hadn't sat up all night shaking my head I might have been up at 8am and joined you lol.

[gbh2] 09/6/2017 12:57

I cannot envisage it being above 180p for a while, without some positive news flow.

[cc2014] 09/6/2017 12:27

Corbyn government wont' happen. Even if the Tory's lose all their popularity they have enough seats to hang on for 5 years and try and it out in the last year.

Wondering if this can end up flat on the day?

[gbh2] 09/6/2017 12:23

The worst thing is Labour current success is built on Political Promises that simple cannot be kept!

[clarky5150] 09/6/2017 12:17

Not going to happen spoole5. Corbyn was brought in as a shock tactic after a disasterous campaign and has done far better than expected. They will now start the hunt for a credible leader to build on the momentum. Either way labour are still a long way off a majority position and his greatest allies in the North took a battering. Imho obviously.

[spoole5] 09/6/2017 10:42

The massive risk for housebuilders now is a corbyn government within the next 12 months.

[uknighted] 09/6/2017 10:32

Don't suppose the Nightmare New Homes program helped.

[clarky5150] 09/6/2017 10:28

Agree gbh2. Poorly fought campaign. Took too many seats held by UKIP as bankers for blue which obviously were not. Campaigned in some bizarre seats with vigour trying to seize them from a historic labour stronghold and ignored some fragile Tory seats. May portrayed herself as cold and unapproachable, Labour wooed the young and old voters alike. This just muddies an already difficult playing field. cant believe the change in political landscape domestic and international in 18months.
Top up opportunity no doubt and one I didn't expect. Well done sir.
If May goes who's left to finish the Brexit job?

[runwaypaul] 09/6/2017 09:56

labour to form a govt later or sooner

land tax

[gbh2] 09/6/2017 09:22

Guess I'd better not mention my £10 a point Short on the £ :)

I have to admit that though I've made a few quid short term I have no joy with the outcome of the election & have much concern about the future of the Country because I honestly believe the Tories threw the game!