Taylor Wimpey Share Discussion Threads

[m4rtinu] 01/9/2019 11:53

"Taylor Wimpey has suffered fewer blows than Persimmon in recent months but profits slipped at the half year and the share price has fallen more than 8 per cent over the past 12 months to £1.46. With an 18.3p dividend pencilled in for this year, rising to 18.5p in 2020, that puts the yield on a par with Persimmon, suggesting that the market believes these payments cannot be sustained indefinitely."

From today's Mail. Make of it what you will.

[jugears] 30/8/2019 09:06

WFL what part of the industry are you in?

[jugears] 30/8/2019 08:26

I would have paid a substantial amount of tax selling at 2.04 plus all the other charges My initial investment is over 500% in profit, whilst the shate price is low I get more shares as dividends so doing very well in my opinion & long term these are worth over 2.04 so am happy to continue with dividends

[wfl1970] 30/8/2019 07:52

Jug, you forgot to say 'IMHO'! :)

'you are clearly not an investor'
That's right... That's why this inexperienced investor sold out at £2.0495 16 months ago... I've been in and out once since then too. Even not being able to take all the dividends since then - I'm still ahead. You keep holding if it works for you as you do like to express you know what's best.

And just to clear up another poor judgement of yours, I have been in the industry for 30 years!

Good luck!

[jugears] 29/8/2019 23:51

Deanforester- no different to now really,

[growthpotential] 29/8/2019 23:20

& im collecting dividends for each year that your prediction is wrong or delayed. I'll come out better on the other side in the long run

[wfl1970] 29/8/2019 21:40

From an article in The Times...

"Plans to overhaul shared ownership are being announced today but The Times understands that the government is also planning to offer price reductions on new developments, potentially as much as 20 per cent, to local residents. The cost would be borne by developers.

Writing in The Times today, Robert Jenrick, the housing secretary, says: “I want young people . . . to be able to stay in their communities..."

[stewart64] 29/8/2019 14:35

Jugears..I agree with you on refurbs, you don't get your money back. It's a personal choice. I hate involving builders anyway and just stick to maintenance on houses we have owned since the 80s.

[jugears] 29/8/2019 14:32

ftir not if you have a large amount of equity or are paying cash, look at history you never loose on property long term & its the same with good quality shares.Also looking at house builders past performances over the last 20/30 years all seemed to make a profit through the many reccesssions we have had & all have lived to tell the tale so who really is barking Mad ? or are you just trying to convince yourself that prices will fall.

[jugears] 29/8/2019 14:29

stewart64, Sounds an expensive refurb,It doesn't matter what improvements you do to some properties, sometimes it just doesn't increase the value. The south has been over valued for the last 30 years and has been a ticking time bomb ever since, I work for property investors in London & all now say the same thing that there is better value elsewhere in the uk, As they say why buy 1 house when you can buy 5-10 elsewhere for the same price.

[stewart64] 29/8/2019 14:28

We should live in a tent then or leave this green and pleasant land.

As for investment, well I agree it might not be. My worst nightmare btw would be to own a BTL, not knocking those that do.

[ftir10] 29/8/2019 14:26

LOL

Oh well done you.

It depends why you're buying "The house".

To live in or a "supposed" investment.

The former, is a good idea, the later, is a bad idea.

[stewart64] 29/8/2019 14:25

So what would you do ftir10 with the proceeds of eighty years of hard work in aggregate (with your partner) if buying a good house still meant you had only spent half your equity. I'm 55 btw and left school at 15 as did the wife.

[ftir10] 29/8/2019 14:19

You're all "Barking Mad"

This is the problem with bb's like this, you all come on here with "your own little example" of how good everything is with UK property, but fail to see the far bigger picture of looming recession and the implications for property prices and house building There is a correction coming and profits / dividends will plummet.

The house builders have had it very good for many years, but it's now ending.

TW. is going down a lot lot further.

[stewart64] 29/8/2019 14:00

Jugears...I don't want to be too specific but we are talking De45 in the heart of the National Park near Chatsworth House. Under CPI since last sale in 2005 by some margin in spite of total refurb.

As I said we are pushing the boat out this time because I"m fed up having most assets in cash/ equity and that's been the case for decades. Just saving for savings' sake. You can't take it with you.

But in the back of my mind I am slightly worried that if prices lose their sense like the South, even if we are in for a dip post Brexit, then property might not be such a bad punt in parts of the north.

[jugears] 29/8/2019 13:54

I have a factory in Northamptonshire as well.

[gbh2] 29/8/2019 13:52

Jugears, the business is in the Northampton area and they will not employ just anyone, his main problem atm (and I suspect the reason for the call) is that the owner is trying to find cover for two weeks next month for a holiday and someone to watch over the business while he's away, I'll have a word with one of my lads this evening, he's done it before.

My main interest is they're really busy :))

[jugears] 29/8/2019 13:38

Stewart64-( we are talking Peak District where houses have been falling in price for nearly a generation in real terms since about 2004).

It depends what part of the peak district you mean, If you are talking of areas like Glossop I could probably agree but in other parts prices have increased very nicely IMHO.

[stewart64] 29/8/2019 13:29

Well fwiw we are hoping to upgrade the house shortly. Rather too much money in non housing assets and feeling vulnerable to too much cash with politicans behaving badly. Not even worried by a possible loss of 16k stamp duty, if we are losing a 500k exemption then houses may go up in equal measure. ( we are talking Peak District where houses have been falling in price for nearly a generation in real terms since about 2004).

[jugears] 29/8/2019 13:10

Lots of brokers are recommending buy, its no surprise really, IMHO bag a few whilst you can ! Gbh Skilled labour is a huge problem at the moment I am paying top prices, there may be a lot of none uk workers in the country but apart from a very few there standards both on site & in the workshop do not come up to the standards I would expect of my staff. Going out to sites and seeing the abortion of a job that some have done with products we have carefully produced is heartbreaking. All the builders I work for have more work than they can cope with & none expect Brexit to effect this, Fortunately I think most of us live in the real world where life just carries on.

[gbh2] 29/8/2019 13:07

Fortunately what's spooking the Market doesn't appear to be affecting the real World.

One of my former colleagues has been in touch this morning and his building business has more work than it can cope with, atm he needs at least four multi skilled workers.

[masurenguy] 29/8/2019 13:07

Berenberg issued a Buy recommendation today with a price target of 200p.