Taylor Wimpey Share Discussion Threads

[1carus] 16/1/2019 21:36

UP10 I reckon again tomorrow. ;-)

[tlobs2] 16/1/2019 21:00

Excellent day today and with decent volumes. Same again tomorrow? ;-)

[lord gnome] 16/1/2019 14:11

Nothing goes up in a straight line, but TW. is having a good go at it since the new year.

I fear you may be right TradeJunkie2, but at least we have the comfort of knowing that it's the market not the company.

[tradejunkie2] 16/1/2019 14:01

Should be going back down again next few weeks. Rinse and repeat bear market.

[omg48] 16/1/2019 13:00

Can anyone see share price dropping back much, now the boil of brexit has been lanced, on the run up to dividend April?

[dr_smith] 16/1/2019 11:30

blue team: Please can you tippex your £2 and make it a bit more...

If we were to say EPS is circa 21p and a PE ratio of 10 - 13.6 is "normal" range, say middle ground a conservative 11, then that gives a share price of £2.31.

I believe the whole market is overshadowed by macro economics at the moment, so I am counting on that normalising.

Dave

[blueteam] 16/1/2019 11:05

Yes and way oversold since nov, just returning to the real value which i have at around £2 mark.

[jugears] 16/1/2019 10:54

blueteam I think the rise in the share price has little to do with Brexit or share buy back & more to do with share price manipulation, All my sp's are rising across all sectors.

[blueteam] 16/1/2019 10:47

Going to test £1.75 in the next few days, if that breaks could easily get to £2 mark. Rumour of share buyback once brexit dealt with, to throw into the mix.

[jugears] 16/1/2019 10:44

Allways quiet on here when the share price rises ! I'm just loving my nice 25% profit on my most recent purchase, I bet you wish you had bought some now up10 don't you ?

[tlobs2] 16/1/2019 08:55

Excellent start to the day :-)

[blueteam] 15/1/2019 15:45

2O Million share buy at 159, could see serious action after brexit this week.

[podgyted] 12/1/2019 18:57

Last time the builders went into a down-cycle they were loaded with debt and high priced land.

Not the case at present. Comments on land across the board suggest good price being paid.


TW has this year's massive dividend (and more) in cash and the TU suggests strongly that this will also be the case next year.

If you avoid those which are centered around the South East I think the risk is towards the upside - BWTFDIK.

[stewart64] 11/1/2019 19:35

Taylor Wimpey happens to own those variables debt free. I really don't think enough weight is placed on balance sheets in pricing shares. I really wince at some of the pharma and tobacco balance sheets, yet they are seen as safe plays. Take away the brand values and there is nothing there, BAT 50 billion in the red for example. Yet these trade on between two to five times Taylor Wimpey on a p/e basis.

Why should a drug or some menthol tobacco brand be seen as a safer asset ( an intangible one) than something as tangible as land in an overcrowded little island.

[phillis] 11/1/2019 18:24

the variable is the price of land
when things are going gung ho land is bought at high prices and then has to be written down in a crash
steady as you go conditions are benign and good for builders

[stewart64] 11/1/2019 12:24

Forward dividend looks set in stone at 18.3pps.( incl special). No split between ordinary and special as far as I am aware?

[romeoandjuliet] 11/1/2019 12:16

Can someone remind me what the forecast dividends are for TW including the likely special dividend

[steeplejack] 11/1/2019 12:05

Currency now suggesting chances of some sort of deal improving,largely because parliament appear to be taking some sort of control.The fact that there hasn't been some sort of meaningful cross party discussions over the last couple of years,is a disgrace.Jugears is quite right of course,the market game is to overshoot on both the up and downside.Volatility is the broker/MMs friend. Obliged to buy back here a couple of days back which I should have done earlier when the support built around 130p.Sometimes just doing nothing is a cool hand.

[jugears] 11/1/2019 11:16

m4rtinu- the market is not buoyant, the share have been manipulated down for months & now they will be manipulated back up, thats how it works. If a deal is struck it doesn't really matter what sectors you invest in you can expect to see spectacular returns & IMO TW will be higher than it has ever been.

[wbecki] 11/1/2019 10:31

Massive defeat
5. She resigns (honourable thing to do) and Tories have a leadership election

[m4rtinu] 11/1/2019 10:05

I agree the MV will probably result in defeat for May, but what then? The opposition to May's deal is made up from 2 extremes: Remainers and No-Dealers.

I expect May will try to get some further re-assurances and bring her deal back again, unless first defeat is very heavy. Assuming she loses again, the options are:

1. No deal.
2. Extend Art 50.
3. 2nd referendum.
4. General Election/ vote of no confidence in government.

This will then depend on how the supporters of May's deal re-align themselves.

PS: still can't see why FTSE so buoyant since Christmas. I could well imagine money is flooding out of retail stocks though.

[tlobs2] 11/1/2019 09:51

Onwards and upwards lads and lasses.

[martyn9] 11/1/2019 09:44

In my opinion the meaningless vote won't go through and has been factored in the share price

[muscletrade] 11/1/2019 08:34

Upgrade to Buy from BOA this am.

[blueteam] 11/1/2019 08:33

Looks like £1.70 in it's sights. Should be strong into the end of next week until the brexit vote and then who knows.