Taylor Wimpey Share Discussion Threads

[jugears] 04/9/2018 11:05

There are still many volume builders working in central London.RDW are splitting there London division in two to meet future demand.

[gbh2] 04/9/2018 09:40

TW has far too many shares in play to be able get an inclination of who's buying or selling and why.

[disneydonald] 04/9/2018 09:38

RDW good results update, however one small fly in the ointment is a comment re central London proving challenging, with other areas steady. IMHO, Central London will continue to be a drag for Wimps, compared to other volume builders who are generally out.

[gbh2] 04/9/2018 09:23

I read it a while ago, they'll all claim to be right when house building does decline, even it is sooner or later !

[wfl1970] 04/9/2018 08:41

Interesting article from two weeks ago... worth a read.

hxxps://moneyweek.com/490304/the-good-times-are-over-for-uk-housebuilders/

[1carus] 03/9/2018 12:53

I kind of think of this as a lazy investment. Its juzt sitting there paying a reasonable divi each year. Like quite a few on here I bought in around the quid mark, I feel unlikely to lose my original stake, and the divi percentage is hard to beat. The price movement is just noise for me. If someone said, here is a share you can by at a quid, it will pretty much double in 4 years and it will pay out in excess of 20% divi on your original investment per year.. I'd be a very lazy investor. A particular impression of a stock is biased by your entry point I guess!

[gbh2] 03/9/2018 09:50

The share price looks like it may require divine help on a bad hair day for the FTSE!

[marksp2011] 03/9/2018 09:28

Hmmmm
That doesn't make good reading does it

[jugears] 02/9/2018 22:32

WFL, That's why I invest for the long term & picking some cheaper shares up along the way just adds to the bonus, Property markets will pick up they always do & I am very confident that Tw. shares will double in value along the way, these are a good well managed company & very capable to withstand any down turn, Not saying there won't be storms ahead but I think London will suffer the most certainly until what will happen after Brexit becomes clearer.

[wfl1970] 02/9/2018 16:45

If that's so...
TW have committed to developing the old Mount Pleasant sorting office site - in London... Where prices are showing signs of weakness... So maybe not the best timing.
It isn't unusual for sentiment to filter out from London either.... We shall see.

[jugears] 02/9/2018 14:31

All of these stories always seem to be around London Properety & prices

[wfl1970] 02/9/2018 12:32

Came across this article the other day...

[essentialinvestor] 01/9/2018 23:23

Telegraph- Help to Buy scheme facing axe as fears grow its pushing up
House prices.

Article in The Times has a different take.

[iceman82] 01/9/2018 20:22

agree gbh2.... in this current climate if we touch 175 by ex divi this will be success, in my opinion we might be struggling for the rest of 2018, but i would love to be wrong on that one. the fact we closed at 167 got me thinking we might go lower now.

[gbh2] 01/9/2018 14:11

Doubtful that we're going to beat 180p by ex divi date imo.

[disneydonald] 01/9/2018 10:47

Well, there may have been some nervousness on Friday prior to next weeks updates, compounded by the Nationwide press release and the media’s automatic “ glass half empty” interpretation. See what Cairn, Redrow and Berkeley have to say. Hope they choose their words carefully

[essentialinvestor] 31/8/2018 20:21

Appreciated.

[yf23_1] 31/8/2018 19:52

Well, I sold mine belatedly at 188p after I gave up on it getting back to 200p. I could have sold at the top but I went along with the story of demand/supply.
However I feel that uncertainty and average PE over the cycle have come to the fore.
Mr market appeared to be forming a base around 168p but as we have seen today, if that breaks the risk is to the downside whilst a recovery bounce may not get very far.
I bought at 112p after Brexit, so for me I am not playing the long game with this one.
Also 168p may become the new resistance level if it goes lower, so there's no rush to buy.

[kenmitch] 31/8/2018 19:16

Demand for AFFORDABLE housing is massively outpacing supply. A whole generation has been priced out of the housing market and building more and more expensive houses they can’t afford to buy doesn’t touch that problem.

Also agree re how boring and unimaginative UK houses are. Very different on the Continent. Worse still they cram as many in as possible to maximise profits and provide big dividends for shareholders and sometimes obscene bonus payments for Directors. That said, a new Taylor Wimpey estate near where we live is more spacious than other builders.

[fangorn2] 31/8/2018 19:08

Why is there a huge shortage of houses ?
Every town in the country seems to have massive new housing developments all around.

Simple.

Max annual house build 175,000 odd

Net Immigration - 275,000 to 300,000 odd per year, every year.

That's before indigenous population growth

Numbers gamne

Demand outpacing supply MASSIVELY

[essentialinvestor] 31/8/2018 15:25

Yf, you tend to be careful in outlook from memory,
what do you think of the listed HB's from an investment viewpoint currently?.

[yf23_1] 31/8/2018 15:17

Of course there is high demand for housing as everyone has to live somewhere and everyone aspires to owning a nice house or a better house/situation than they are living in currently.
However, wanting and being able to afford it are 2 completely differnt things.
You have a supply curve that is fairly flat and a demand curve that will shift left to a lower price level due to presure on affordability, hence a lower price.
But, the reasons for a shift in the demand curve could also affect the supply curve and move it to the right, hence causing a bigger price drop.

[essentialinvestor] 31/8/2018 11:40

Mark Twain - history doesn't repeat, but it does rhyme.

One of my favourite quotes of his.

[fangorn2] 31/8/2018 11:38

@WFL

"House price trends"

@Essential
We have at least two decades of undersupply in UK house building,
that did not prevent previously dramatic sector profitability falls.
This time it's different?, no, it never is.

Yup, this time will be the same as last. It never is different - the paradigm never changes. History repeats - endlessly.