Taylor Wimpey Share Discussion Threads

[jugears] 13/1/2020 09:24

I heard that new house sales have been very buoyant since christmas, let's hope it's good news

[m4rtinu] 13/1/2020 09:07

Well looks like we have our answer. Burst through the 200p mark. And a day before the official trading update. Surely there haven't been any loose tongues (and/or grooves)!

[eeza] 12/1/2020 09:03

Small mention.

"Shares in housebuilders tend to rise between January and March, when the news flow is skewed towards the all-important spring selling season. That, in turn, focuses investors’ attention, and helps companies find buyers for both houses and shares.

All eight builders in the FTSE 350 – Barratt Developments, Bellway, Berkeley Group, Crest Nicholson, Persimmon, Redrow, Taylor Wimpey and Vistry – outperformed the index in the first three months of last year. In fact, in only seven of the past 40 years has the sector as a whole failed to deliver positive first-quarter returns for shareholders. Buying these shares in January, City wags say, is as safe as houses.

This January the builders again look to be in reasonable fettle – at least in terms of potential stock market returns. Last week, Persimmon and Taylor Wimpey were among the top stock picks from analysts at Berenberg, who said the sector was “open for business again” following the Tory win in December’s general election. It is a view largely shared across the Square Mile."

[podgyted] 11/1/2020 15:15

Could go either way.

Re-read the 13/11 TU - seemed good to me and if that has continued for the remaining 6-7 weeks they will hit target (perhaps a bit on top) - but on the day TW fell 2% - go figure.

[gbh2] 10/1/2020 18:37

200p Monday or a sell off prior to the update :)

[martyn9] 10/1/2020 15:45

Leading our peers for once today,long may it continue.

[m4rtinu] 09/1/2020 17:26

Not sure I agree with all of those points

[johnroger] 09/1/2020 13:55

Stockopedia

Four reasons why Taylor Wimpey could be the next dividend stock for your portfolio
Tue 10:23am by Ben Hobson
UK stocks paid out an eye-watering £100 billion in dividends last year, and the bulk of that cash came from the biggest and best known companies in the FTSE 350 - including Taylor Wimpey (LON:TW.).
Given the unsettled market conditions, those record-breaking payouts were more important than ever. They were proof that solid, high yielding dividend stocks are a strong source of investment profits in both good times and bad.
These kinds of dependable returns are a major reason why high yielding FTSE 350 shares are so popular. So how do you find them?
Well, there are various ways of finding blue chip dividends, but I’ll show you a strategy with some basic rules to put you on the right path to finding some of the best dividend stocks in the FTSE 350. Let’s look at the Taylor Wimpey dividend as an example of how it works.

GET MORE DATA-DRIVEN INSIGHTS INTO LON:TW. »
Four rules for finding dividend shares

1. High (but not excessive) dividend yield
Yield is an important dividend metric because it tells you the percentage of how much a company pays out in dividends each year relative to its share price. High yields are obviously appealing, but caution is needed. When the market anticipates a dividend cut, the share price will fall, which actually pushes the yield higher - but this can be a trap. So it pays to be wary of excessive yields.
Taylor Wimpey has an eye-catching dividend yield of 9.38%.

2. Safety in size
Part of the appeal of FTSE 350 dividend stocks is their financial strength. Large size and scale means that their vast cashflows tend to be predictable. It gives them the resilience to maintain their dividends through the economic cycle. And while large companies aren’t immune from making dividend cuts, their financial strength is an appealing safety factor for income investors.
Taylor Wimpey is an balanced, large cap in the Homebuilding & Construction Supplies industry and has a market cap of £6,350m.

3. Dividend growth
Another important marker for income investors is a track record of dividend growth. Progressive dividend growth can be a pointer to payout policies that are being handled carefully by management. Rather than aggressively dishing out earnings, dividend growth companies tend to have more modest yields, but are better at sustaining their payouts.
Taylor Wimpey has increased its dividend payout 7 times over the past 10 years.

4. Dividend cover
Attractively high yields obviously turn heads - but it’s important to know that a dividend is affordable. Dividend cover is a go-to measure of a company's net income over the dividend paid to shareholders. It’s calculated as earnings per share divided by the dividend per share and helps to indicate how sustainable a dividend is.Dividend cover of less than 1x suggests that the company can’t fund the payout from its current year earnings.
Taylor Wimpey has dividend cover of 1.12.

[podgyted] 09/1/2020 12:56

Thanks DR_S

[jugears] 09/1/2020 12:51

F all to do with Tw.

[costax1654x] 09/1/2020 12:07

Anyone noticed ORM ?Gold asset in Salamanca and 5 mil ? Cash,no debts, for 3 mil mcap!

[dr_smith] 09/1/2020 12:05

Google says 14/1/20:

[podgyted] 09/1/2020 11:48

There was a TU on 9th Jan last year - any idea when it is this year?

[m4rtinu] 09/1/2020 11:39

SP does seem like it wants to go higher. Just need John Wayne to keep his effin gun in his holster!!

[disneydonald] 09/1/2020 10:49

Similarly, Canaccord Genuity also increased their buy recommendation a couple of days ago: from 181 to 211.

[woodhawk] 09/1/2020 10:36

FWIW Berenberg increase target to 230p today.

09 Jan Taylor Wimpey PLC Berenberg Buy 195.65 190.00 230.00 Reiterates

[jugears] 08/1/2020 16:10

disneyDonald- When world war 3 breaks out there will be plenty of demand in the uk for new houses, of course that's if there is anyone left to build them !

[disneydonald] 08/1/2020 15:28

Wimps do seem to be selling a few more of the expensive Central London apartments in the last few weeks (since a little more certainty re Brexit). Palace View has now sold out, Battersea Exchange has just one apartment left and the joint venture Greenwich Millennium Village has started to move in recent weeks. However, they have had to offer incentives since the middle of last year. Be interesting to see how this is spun on Tuesday's trading update.

[charlemagne1] 07/1/2020 13:03

As a lowly and small investor with TW, and along with Mr Jugears want to wish you all a prosperous New Year with TW. Despite present uncertainty in the Middle East, the markets seem calm at first, and I hope it stays that way! I am looking forward to leaving the EU as planned when we might see and improvement in the share price. I am an avid reader of all your comments and contrasting opinions- better than TV!.

[m4rtinu] 02/1/2020 09:21

195p (ish). Support or resistance?

[jugears] 31/12/2019 15:40

Gbh2, Hopefully a happy & prosperous new year,Hopefully 2020 should be good for investors .

[gbh2] 31/12/2019 14:00

Time to wish ALL a Happy New Year and a Healthy (in every aspect) New Decade.

However as the Financial year is still running only when it ends will I know how good or bad the year has been financially :)

[disneydonald] 31/12/2019 13:45

Ah well, another trading year over. Shame the Market fell away today, rather than close on a high. However, just cut a spreadsheet for the year’s trading and assets and it’s been a good year for me. Hope it went well for others on this BB.

Not that anyone should pay attention to any of my thoughts, but I will be carefully trading “Cable” this year as I expect a “reversion to norm” to strengthen the £ this year. Of course there will be ups and downs, but I expect a steady trend upwards. Need to be extra diligent with currencies, to paraphrase one well known Sage “... there is a special corner of the investors graveyard specially reserved for currency speculators ...”

Hopefully a prosperous New Year for all.