Taylor Wimpey Share Discussion Threads

[gbh2] 27/3/2018 08:40

Hopefully they keep today's rally going until next week's ex divi date; we may well reach +190p.

[gbh2] 23/3/2018 15:55

No sense in holding shares these days, best to dip in and out between dividend dates imo.


Directors at it again, they never go a month without grabbing a handful of shares!

[terminated] 23/3/2018 11:56

I think shorting changed all that valuehunter.

[gerdmuller] 23/3/2018 10:47

This thread seems to have turned into a Hovis advert. Can't see much volatility here in fact it seems range bound to me for the past two years.

But as long as they keep paying me eight percent a year I will remain relatively happy with interest rates at below one percent.

[dr_smith] 23/3/2018 10:16

Housing sector down, unjustified in IMO, but no doubt interest rate change possibilities carry negative sentiment but wider market down too, presumably fear of trade wars.. which carries doom and gloom and a self fulfilling prophecy of general negativity.
Tend to agree Baracuda2 and valuehunter1, whatever it is, it isn't business rationale.

[gbh2] 17/3/2018 12:47

I'd be happy with 200p my mid year, tbh I can't see why it would be more.

[jugears] 16/3/2018 10:51

BKG have to much reliance on the London market & high end houses that people can only afford to buy with large mortgages, Completely the opposite to TW, IMHO TW have much better future prospects in the long term & still see this reaching £2.15-£2.20 by the special dividend.

[raffles the gentleman thug] 16/3/2018 08:29

In fairness there is nothing new about what BKG is actually saying since they were guiding to substantially lower and more normalised levels of pretax profits delivery more than two years ago. It's just nobody wanted to listed and everyone was seduced by the share buybacks which were merely supporting the price to allow management to unload stock

[raffles the gentleman thug] 16/3/2018 08:15

BKG guidance which is company specific and related to high taxation in London - sadly the market can’t differentiate between an average TW selling price across the country of £264k which attracts almost no Stamp Duty and that of BKG at £655k which attracts a lot !!

[armourer] 16/3/2018 08:13

BKG trading statement today - they said they're not increasing the number of houses they build in London.

[baracuda2] 16/3/2018 08:11

Wtf is going on now

[gbh2] 14/3/2018 19:03

Sold Crest and bought more of these lame dog shares, done wonders for my ave price :)

[gbh2] 13/3/2018 11:13

Should have had a share consolidation years ago.

[dr_smith] 13/3/2018 10:36

Terminated - Could well be that what you describe - all good and steady - is reason for lack of interest. Market/SP largely driven by short term traders.
What news could possibly appear to make TW/house builders even better??
I am here as LTH and share your view. I even held through Brexit, as it is largely unaffected by imorts/exports.

[raffles the gentleman thug] 13/3/2018 10:20

I wouldn't worry about it too much - TW clearly flagging as rather cheap here.


Looking through the 12.84p of dividends the company is set to pay between 5 April and 31 May, one only pays 172.6p per - a mere 8.5x historic 2017 earnings or 9.5x historic 2016. So incremental downside would appear to be rather limited from here - especially as its average customer now has the benefit of stamp duty concession which they didn't have this time last year.


Real shame though they didn't concentrate on reducing the share count a little, in order to facilitate even higher dividend payments going forward.

[terminated] 13/3/2018 09:43

Can't understand why these are in the top end of 190's. Economic growth looks good and low interest rates for many years to come coupled with continued immigration for a few more years adds a certain degree if certainty. Of course one day the housing market will falter but the conditions for that are not remotely near.

[corlis] 13/3/2018 07:35

187.10....i see a better day coming & badly needed.

[gerdmuller] 09/3/2018 23:22

AW said everyone would be famous for 15 minutes. For most people they become a stock market genius for 15 minutes. And that's it. If you deploy cash elsewhere you have the chance of winning or losing. Most people say nothing when they lose.

[billy5] 09/3/2018 17:07

If that is your worry then maybe take a smaller profit before instead of the special.
Getting a little greedy can work against you sometimes. That's how I tend to view things. I have 35k and will liquidate the cheapest prior, assuming they are doing what I hope.
We all have different views.

[grahamite2] 09/3/2018 16:42

I did very nicely from this stock following its absurd and irrational overreaction to the Brexit vote. For the future though, I can't see it as healthy that it's all about the special dividend. There is such obvious potential for finding yourself staring at disaster at 7 a.m. some day.

[sarup] 09/3/2018 13:58

!FOLLOWFEED

[gbh2] 09/3/2018 13:18

The attraction of TW's 7% yield is lost if we then face another 7 to 10% loss on capital.

[martyn9] 08/3/2018 15:41

Yes gbh i'm hoping that's the case also.