Taylor Wimpey Share Discussion Threads

[jugears] 24/2/2020 13:49

This is nothing more than a buying opportunity,

[disneydonald] 24/2/2020 12:57

Well, you can find "experts" with a wide range of opinions with respect to the actual toll this virus may inflict on society and resulting loss of life. However, the press know a good story when they see one, and talking down the situation or balanced reporting is not their first choice response. Much better to create as much FUD as possible, and trade off "exclusives" to maximise eyeballs in this age of rolling 24hr news feeds.

Unfortunately, or fortunately, the Markets tend to trade off the downside in situations like this, and these days the effects are exaggerated by algorithmic trading. As we all know, we can choose the price we pay when we buy or sell in the market, and this is at our own discretion. Many a fortune has been made by acquiring good businesses at times of uncertainty.

[pawsche] 24/2/2020 12:56

Is this as rigorously researched as the numerous, non-existant, "tipping points" claimed by the climatology department of the University of Easy Access?

[dr_smith] 24/2/2020 11:56

You do need filter to see facts behind hype.

I read this on the virus:


This jumped out at me..not hype, but seemingly someone who should be more clued up than most.

"Paul Hunter, professor of health protection at the University of East Anglia in the UK, echoed his fears, saying the spike in cases outside China was "extremely concerning".

"The tipping point after which our ability to prevent a global pandemic seems a lot closer after the past 24 hours," he said on Monday. "

I assume "on Monday" means today.
If it is, it seems now is the knife edge for containment or escalation.

[denc] 24/2/2020 11:27

It's more than 98%

[martyn9] 24/2/2020 11:16

Totally overdone today,sodding shorters jumping on the bandwagon.

[gbh2] 24/2/2020 10:38

The panic is media driven, note there's never a mention of the 91% recovery rate from the damned virus.

[jugears] 24/2/2020 10:27

Do people really panick that much ?

[eeza] 24/2/2020 09:53

Yes, Dave, agree we all have different ideas/methods.
But paper profits remain paper until crystallised, and are at continual risk of disappearing.
I'll take the divs anytime, keep the shares & reinvest the divs if I choose.

We'll have to agree to differ.

:-)

[gbh2] 24/2/2020 09:39

Looking like I jumped in too soon.

[dr_smith] 24/2/2020 09:29

Today..
After reading over weekend of the size of housing shortfall:

and generally positive comment on this sector, I expected this morning to see HB's up several percent, not down...but par for course for a Monday...seemingly everyone flocking to Gold on coronavirus fears.
Hangseng down 1.79% and BSE Bombay index down 1.36% (both ahead of us Monday time wise), isn't as bad as FTSE at 3.19% down, so hoping it is an over-re-action, Monday morning blues.

eeza. I don't follow. Stockmarket plunges happen to both div paying co's and non-div payers. If you want some money out of your folio, that's different.
Taking a long term view, I am happy with paper profits, YOY they build up, and see money retained, that would otherwise be divs) as money for company invest/expand to increase profits), so receive compound return over years, not eqivalent of simple interest.
Real cash is a problem. For my sister I try to invest risk free. Her Santander 123 a/c used to pay 2%, now told int reduced to 1% from 15/5/20.
With inflation at ??%, 1% means a good chance of losing money, so need to invest so aren't going backwards.
I am guessing you won't be changing your view on this, and slightly OT (yes I started tangent), but I know we all have different mind-sets where we feel comfortable. I don't have spouse to account to for unforeseen company dips, so respect different approaches even if I don't comprehend them. :-)

IMO
Dave

[steeplejack] 24/2/2020 09:28

The market is transfixed by coronavirus impacting world economies.Theres a widespread markdown and a flight to cash.....I’ll be doing nothing.Always a good opportunity for the MMs to trigger some stock losses and scoop potentially cheap stock.The worry is that the US continues Fridays slide with a vengeance.There are significant profits which could to be top sliced there.(Unlike the UK which has been a fairly sick and poorly market for two decades now).

[martyn9] 24/2/2020 09:24

Ftse crashed today for some reason? resulting in an overall blitz on all sp's. apparently all due to the ongoing coronavirus.

[gbh2] 24/2/2020 09:10

Picked up a few more, wish I had more spare cash.

[dr_smith] 23/2/2020 14:58

Cheers Gbh2.
As a rule of thumb I'd say div yield is around 1/3 of EPS, for HB's and many other co's sectors.
It would seem HB's are operating flat ftb, as in not looking to expand (avoid boom and bust) with focus on cost containment and improvement of infrastructure.

They could therefore conceivalbly double the div (100% inc) and still have some cushion for contingincies/infrastructure spend.

I know many PI's focus on the div paid, but I don't give a monkeys, I focus on EPS (from which divs paid), profit is more important than how much paid out.
What isn't paid out as div, is theoretically reflected in sp, so cap gain for what isn't paid out as divs.

I do acknowledge cap gain is treated differently, so something to be borne in mind by PI, but IMO this is secondry to bigger picture of selection based upon EPS (less applicable taxe).

All IMO. :-)
Dave

[dr_smith] 23/2/2020 10:41

I see:
wed tw finals
thurs psn finals
so together they should give strong message re HB's.
The outlook should be more positive than last few years with Brexit/election out of the way...maybe caveat re need for immigrant workers that has been in press in last week.
IMO
Dave

[uknighted] 22/2/2020 09:08

nicelily is posting it on all the threads!

[the juggler] 21/2/2020 23:42

This is doing us proud. Final Results Wednesday (26th)

[1carus] 21/2/2020 09:27

Jug.. glad all is well... sometimes a share speaks for itself lol.

[alangriffbang] 21/2/2020 08:02

Beware lennyhall has posted this scam on several sites ,