Taylor Wimpey Share Discussion Threads

[jugears] 14/8/2019 18:45

Keifer- LOL, but 95p & I will be putting all of my cash reserves into this.

[jugears] 14/8/2019 18:44

Ftir I respect all views & never filter anyone I enjoy the banter & agree it does take bulls & bears to make a market. I believe we are in a bear market & have been for the last couple of years that's why I think a bull market is just round the corner. Having invested in share since the earl eighties I have seen many a bull & bear & have proved very good opportunities to invest & that's is why I am in the comfy position I a m in now in life. Always buy when others are selling & only buy good solid companies that have a good turn round prospect & that is why I like house builders because they turn round very quickly, I don't mind being mocked but I will still be in tw when they are £3 where will you be ? Insidently I have only lost money on one share that I purchased
(Baldwin group that went bust)& short term am loosing on Lloyds but expect this to turn, most of my other shares over the years were in companies that were eventually taken over, something that I think we will see a lot more off as the pound is now so low.

[keifer_1] 14/8/2019 18:40

Buy around 95p, or less.

It's going to be a long bear market.
I'll let them eat then buy the mauled share price.

[jugears] 14/8/2019 18:27

Ftir & then what will happen, not every home buyer needs a mortgage on the other hand If banks & building societies don't lend money then they don't make any either. If you are talking about purchasers not having the confidence to buy the same could be said for any economic down turn, the point is if you look at history house prices are only going one way long term & that is up even if they loose 20% or more they will still be worth more in ten years time, I sold my first house for 25% less than I paid for it (Bought for 60,000 & sold for 45,000 but fortunately had an endowment mortgage & the sale of the endowment covered my losses) that house was recently on the market for £260k. Buyers confidence will return again its all a game of patients & I have got plenty.

[ftir10] 14/8/2019 18:16

It doesn't matter who I am.

It's the alternative view to all the bullishness on here that's important.

Don't forget it takes BOTH (Bull & Bear) to make a market.

That's why it's simply naive to filter and ignore a different view.

Wise investors should listen to, and understand both sides of the argument.

[jugears] 14/8/2019 18:13

Can't decide if Ftir & WFL are the same person ?

[ftir10] 14/8/2019 18:10

Ahhhhhh

We can all relax.

The Oracle has returned.

Supply and demand is "relatively" meaningless. It's mostly about confidence and money supply. Both of which, will imho disappear over the near to mid term.

BUY BUY BUY, no sorry, SELL SELL SELL

LOL

[jugears] 14/8/2019 18:09

I'm afraid ftir is not a confident investor probably very new or has betted on the share price falling. I always give my own personal view & do not expect any other investor to follow my lead, I bought some more shares at £1.50 -1.55 & will do again if they fall to £1.30 or below, As this represents good value to me & has once again come at a good time financially where I have spare cast to invest.Whilst there is every chance share prices can fall & TW is no exception , I have every expectation that this will be manipulated down to £1.30 or less Just as I have every expectation that it will rise back to £2 in the not to distant future, You have to remember down turn or recession things will always improve at some point & the less demand the less you build, It doesn't bother me if profits fall for a couple of years its survival & coming out the other side that is key to me as a long term investor. When housing demand picks up there are only the few large house builders to build them & would take any new company years to build to the size they are so there is never going to be that much competition, I would rather own shares in a company that has assets/ cash in the bank & very little competition than say retail where you are competing against 100's of other companies. I find a lot of people are still anti tw as they still try to compare the present company with the old one that nearly went bust, That wasn't caused by any housing down turn or financial crisis but paying over the odds for Taylor Woodrow. Buy or Sell but I will be holding because when the next cycle is here Tw shares IMHO will be doulbe what they are now.

[ftir10] 14/8/2019 18:08

Yes, it's much better to listen to someone you do know...............!!!!!!!!!!!!!!!!!

LOL

[gbh2] 14/8/2019 17:56

In my views "ftir10" Appears everywhere on Filter regardless of share movements.

[m4rtinu] 14/8/2019 17:10

I'll try again: Go on then "ftir10", tell us your best and worst trades.

[baracuda2] 14/8/2019 17:09

Strange how ftri only appears here when the share price falls!

[ftir10] 14/8/2019 17:03

People can lose a lot of money following supposed "experts", so beware.

If you don't like an accurate appraisal of the current situation then, that's your problem.

What I have stated is correct like it or not. It isn't intended as advice, its just an objective statement.

[m4rtinu] 14/8/2019 16:58

Go on then "ftir10", tell us your best and worst trades.

As for Jugears, he appears to be a loyal, LTH of TW. He has first hand knowledge of the industry which provides useful anecdotal evidence of the industry. We know he is positive and he doesn't pretend to be otherwise.

I am in the "charlemagne" camp of small holding, but wary investors. I still haven't learnt my lesson of following big yielders!

[ftir10] 14/8/2019 16:33

I'm afraid the jury will be out for some time before we discover whether the "Oracle of Taylor Wimpey" has spoken wisely or not.

Currently it's certainly not the case, he was "advising purchases much much higher than where the share price is now.
I guess that's not so wise. The idea is to buy them at (or close to) the bottom, not try to "catch a falling knife".


Best not to fall in love with a company, as it mostly ends in tears.

Far more money is normally made by trading shares, rather than the passive buy and hold (through hell and high water).

[wfl1970] 14/8/2019 08:38

Gold is certainly in favour atm - a barometer of trouble ahead perhaps...

[harris tweed] 13/8/2019 16:17

FWIW Taylor Wimpey are named in Goldman Sach's 'Best and Brightest UK ideas' list - (behind Persimmon):

“Taylor Wimpey has a best-in-class strategic land operation that is enabling it to reduce its short-term land holdings,” read a note to clients.

“The resulting reduction in required land spend means that we forecast Taylor Wimpey will have excess cash that it can return to shareholders. We forecast a total shareholder return over the next 12 months of 27.2%, the second highest in our UK Homebuilders coverage.”

[disneydonald] 13/8/2019 15:32

looks like Trump blinked first in his standoff with the Chinese ... only likely to be one winner there, and its not Trump

[dr_smith] 13/8/2019 14:35

WFL:
>... and more importantly to sell!
Quite.
Consensus seems to be Brexit, Trump etc is casting a dark shadow over traditional investment. That means buying opportunities, but, with deflated prices it is a bad time to sell to fund living and other expenditure.
So, yes, good time to buy, but you have to assume it will be poor strategy to sell until this shadow has passed, so will have to assume a long wait before extricating any needed funds.
Trump is in to atleast Nov 2020.
... and I can't believe the range of his idiotic sh*tstorm with even protected species becoming less so on our fragile planet.

IMO
Dave

[jugears] 13/8/2019 14:27

WFL1970- Sold them for £1.70 but may keep the next lot for the long term, only sold others as had a gut feeling they would fall back again in the short term helped no doubt by TW's misleading trading statement which some people took as a profit warning! , You do have to wonder if that was meant to be the case? not sure I am brave enough to gamble my original long term holding though.

[wfl1970] 13/8/2019 14:05

Jug, I respect your views. Mine are a little different though. I'm sure most on here have the balls to invest. You need both balls to buy... and more importantly to sell! (FOMO)
Although the knowledge you are able to hear on site is positive, unfortunately those folks providing it don't decide the share price .. It's a market that decides the share price.

I hope you took your profit from the last time you invested some at £1.30!?

Either way, hope your strategy works for you in the end.

[jugears] 13/8/2019 14:03

Martyn9- An extremely good time to buy if you have the funds.