Taylor Wimpey Share Discussion Threads

[jugears] 11/10/2018 11:29

It will all get sorted it always does, these are very rare good buying opportunities , what goes up must come down & what comes down will go back up,You won't find many companies as good as Tw over the next 5 years these will easily double in price, off course they could go down to about £1.15 before then & I quite expect something irrational like that to happen but I will keep topping up & taking my dividends in shares I have absolutely no intention to sell any,Long term the uk housing shortage is going to worsen, Which is very good news for Tw. long term prospects.

[xc1] 11/10/2018 11:19

Jugears, I done similar that around 40p in 2009. :-)

[steeplejack] 11/10/2018 10:54

Trouble is,we're probably in a vicious bear market.Backcloth of rising US interest rates,Trumps trade war beggaring emerging markets,China slowing rapidly.All these factors combine to make a toxic mix for equities.Babies and bath water.

[jugears] 11/10/2018 10:46

xc1, Under a pound I would put every penny I had into this company already the biggest bargain on the stock market at least a £1 per share upside in this in the next 18 months.

[xc1] 11/10/2018 10:39

Looking for under 100p before buying.Atb.

[marksp2011] 10/10/2018 09:53

Hard to decipher the Telford RNS. Clear as mud

[gbh2] 10/10/2018 07:53

Telford Update less than encouraging!

[jugears] 09/10/2018 17:25

To much uncertainty around for there to be any possible chance of putting interest rates up for a good while yet possibly another 12 months or longer, IMHO it would be very brave decision if the BOE put rates up before Brexit.

[gbh2] 09/10/2018 16:17

Concerns over another rate increase not helping.

[jugears] 09/10/2018 11:13

Once Brexit is sorted these will be going up every day, Whilst I have plenty of spare cash I intend to continue purchasing no matter how low they go the same with Lloyds two very Great long term bargain stocks IMHO.

[martyn9] 09/10/2018 11:07

Agreed jug.

[jugears] 09/10/2018 10:57

I wouldn't worry there is no reason for it other than Brexit.

[ftir11] 09/10/2018 10:33

DOWN WE GO

[jugears] 05/10/2018 18:59

Its very difficult for me to believe anything written in the press, I supply to around 30 house builders.Going to site meetings you learn a lot about whats really happening in the industry & my general feeling is that house building is doing very well at the moment & whereas we have seen a small decline in orders to London & the South the rest of the country is certainly making up for any short fall & this looks like it will continue for some time, & therefore am happy to hold Tw. long term, as for the stock market cycle/ housing cycle every bubble bursts at some point & then it all starts again & the FTSE & house prices will all be higher than they are now, sell now & buy back later or hold we will all be winners with a bit of patients & that may be sooner than a lot of people think.

[stewart64] 05/10/2018 17:30

The current forward EPS is over 21p a share with only a few weeks to go. Not had any profit warnings to the contrary. So we might actually be at 8 just now.

[yf23_1] 05/10/2018 17:18

If you assume we are at top of the cycle, we have a P/E of 10, whilst at the bottom of the cycle P/E should be about 7. Combine this with about a 30% decline in profit (assuming a shallow slump, & thats being generous), this will give EPS of 12.
Combine these and you have a target shareprice of 84p.
Thats a big downside against flat earnings and collecting the divi for a few years assuming the market flatlines.

[stewart64] 05/10/2018 17:12

Yep seems to be a lot of confusion between retracement and a boom re. asset cycles, not helped by the rubbish spouted in the press. Both the housing market and the FTSE 100 ( making up 80% of UK Market cap) are barely over 2007 levels in nominal terms. That's an inflation adjusted fall, income aside, on both counts.

Sorry to have midunderstood you Terminated and agree with your point re. Equities.

[jugears] 05/10/2018 12:46

Terminated- looking at most sp's I don't think the upwards cycle since the financial crisis has started yet.

[disneydonald] 05/10/2018 12:29

Hi Fenner, most government Departments in the UK have also failed to get their “accounts̶1; signed off by the audit committee. MOD and DWP come to mind. In general, Governments of all colours and persuasions fail to realise whose money it is they are spending.

[terminated] 05/10/2018 11:04

When I talked of the cycle I was talking about the stock market cycle not the housing market.

[fenners66] 05/10/2018 08:59

double post

[fenners66] 05/10/2018 08:55

And here we are on a finance site where we discuss the impact on share prices of published accounts , wondering what might be the effect of leaving a club which has a € 100 Bn budget , but has not published an audited set of accounts for a generation .....


You don't suppose they have something to hide do you ?
Maybe they cannot be trusted......

[patdavey] 04/10/2018 21:20

Ex-Div day today accounts for much of the drop in share price. What a return over this year!