Taylor Wimpey Share Discussion Threads

[omg48] 17/10/2018 18:12

ftir11 is like a dose of piles. You have to scratch it for a while but they will go away sooner or later 😀

[gbh2] 17/10/2018 16:50

Picked up a few more this afternoon under 157p, reduces my ave share price and they will do for the next dividend :))

[baracuda2] 17/10/2018 16:35

Ftir, why are you so bothered, it's not your money so what's your motive?

[jugears] 17/10/2018 16:23

yawn yawn, ftir11 you make me sleepy, Give me solid evidence that this will go under a pound & why you think tw. deserves such a low valuation, you ramp on about F@ucking charts I can't see any charts for tomorrow, next week, next year or the f@ucking year after because I don't have a crystal ball. I have never used charts in 35 years of successful investing, Buy & hold is my strategy & buy when everyone else sells , There will always be people wanting houses down turn or not, The difference to ten years ago is that now we have a huge shortage of homes for sale, profits may decline but looking at tw's share price at the moment I think we have at least 50%, a world war & complete collapse of the uk economy built in to the price already so I am not worrying to much, your problem is that you are stuck in the short term box , you need to look out to the future & invest for the long term, much bigger gains & less hassle, Forget what happens in between.

[jugears] 17/10/2018 15:36

Positive report from Bdev today in my opinion. Dragged down by another high end London & the south house builder crest Nicholson.

[masurenguy] 17/10/2018 15:14

Interesting recommendation - largely based upon their strong cash position, housing shortage and demand, size of their landbank and commitment to a sustainable rising dividend.

Taylor Wimpey’s balance sheet has been strengthened in recent years. It now has net cash of £525m and recently enhanced its dividend policy in a sign of confidence in the housing market and in its own financial position. The company will now pay 7.5% of net assets as an ordinary dividend each year, compared with 5% previously. It also intends to pay £350m in special dividends in the 2019 financial year. This would take its total dividend to £600m a year, a figure the company expects to maintain over the medium term. It equates to a yield of 10.6%, which is forecast to be covered 1.2 times by earnings in the current year. A strategic land bank of 118,000 potential plots provides scope for relatively stable growth in the number of housing completions, as well as greater control over the planning permission the company receives. In view of Taylor Wimpey’s valuation and financial strength it is well positioned to capitalise on this country’s chronic housing shortage.

[philanderer] 17/10/2018 14:40

Telegraph:

Questor: housing market dynamics favour Taylor Wimpey – and it is on course to yield 10pc

[omg48] 17/10/2018 14:34

What scenario on the SP, do you guys see if we do or don't get a deal on BrexitBrexit.
A share price recovery if we do?

[offmessage] 17/10/2018 14:06

Yeah I don't have bdev at that kind of level,I'd hold forever at that sort of price, the divis must be incredible. Yep 100% agree, prices are going to go down and then come back up, like always, roughly every 10 years for housing and we're just along for the ride.

[jugears] 17/10/2018 13:37

I bought Tw at 30-37p & would pay more in tax as a high rate tax payer, If I sold so there is no point, They will all go back up at some point & higher than they have been Every sector is down not just construction, I am sure that whatever the outcome all the shares will be knocked down to some unrealistic level & then rebound Just like they always do, I am afraid that the small investors like us have absolutely no influence on Tw's share Price

[offmessage] 17/10/2018 13:16

JUGEARS - Yes BDEV will follow. I hold them from a much lower price with a good yield so I'm prepared to hang on to them.

[essentialinvestor] 17/10/2018 12:12

It's margins folks to keep an eye on.
Mentioned last year I thought CRST was a value trap,
the share price decline was in advance of weakening fundamentals.

However I don't see another 2008/9 scenario for the sector,
share prices could halve from here would be my worst case view-
all just guesstimates!.

[jugears] 17/10/2018 11:53

Off message-I doubt very Much & if they do fall BDEV will follow as well.

[gbh2] 17/10/2018 11:53

WLF, I'm always open to differing opinions and agree the indications are that TW may not be a good as we might wish.

However I'm not willing to read time after time that an investment I've studied is rubbish when the comments are not supported by some kind of FACTS.

[offmessage] 17/10/2018 11:01

The same is happening with housebuilders in the US. It's pretty widely accepted that the good times are over for this cycle. The gap between median earnings and median house prices, an era of rising interest rates, increased construction costs and threats to htb will continue to weigh on the sector for the foreseeable future.

I hold BDEV and will continue to do so. I like the TW divi but I'm reluctant to buy at this price because I think the income will be wiped out by capital loss from here. My guess is that the price will revert back to a longer term trend, somewhere in the channel between 90p and £1.30 (big range I know). Hopefully it will do this quickly and find a more solid base.

[glasgow13] 17/10/2018 11:00

School holidays.

[martyn9] 17/10/2018 10:38

He probably has shares in bob the builder!!

[wfl1970] 17/10/2018 10:31

Jug,
yes you can compare...all builders are down!



At the risk of being filtered myself, I think the next two quarters will not be as good as some on here may think. The signs are there if you are unbiased and open to them.

Or maybe I just have too much time on my hands... ;)

[wfl1970] 17/10/2018 10:25

gbh2 "or stupid enough to think a negative post on here will result in readers selling - Either way I simply cannot be bothered reading the drivel so Filtered!"

Not selling... but your post does result in readers filtering!!! ;)

Baracuda2 "Yeah, I’ve hit my filter button!"

[jugears] 17/10/2018 10:07

Crest Nicholson are another high end house builder all off which are suffering, you can not compare Wimpey with Crest,BKG etc.

[baracuda2] 17/10/2018 09:48

Yeah, I've hit my filter button!

[baracuda2] 17/10/2018 09:47

If i remember correctly the idiot said they have no interest in TW, so why is he/she here? Why is he/she bothering to post on a B.B. where there's no interest. Obviously got too much time on there hands or just plain stupid!

[gbh2] 17/10/2018 09:42

I find ftir types posts useless.

imo the poster is either daft enough to think a negative comment on here will have an adverse effect on the share price or stupid enough to think a negative post on here will result in readers selling - Either way I simply cannot be bothered reading the drivel so Filtered!