Taylor Woodrow Share Discussion Threads

[ttg100] 27/2/2007 12:18

again 417.90
enuff 4 a while

[ttg100] 27/2/2007 12:09

long 419.10

[ttg100] 26/2/2007 13:39

out again +3

[ttg100] 22/2/2007 11:45

order filled at 428.20
so long again

[ttg100] 21/2/2007 12:40

out again +10
GL all

[ploughking] 21/2/2007 09:15

8gamsby
I am still in.... but disciplined traders take-the-make and go...so if you were in at the start of feb at 410 you can be out at 433ish. Not great for the exposure...Yesterdays figures were ahead of expectations but negative vibes between the lines...still potential takeover or merger target...i'll keep the faith and give it a bit longer to end of feb to clear out reactionary dividend bankers. I can't afford to hold longer term, thats not my business. good luck

[anna7979] 20/2/2007 09:18

i cannot explain y still up, profit falls, closing down American firms, so more loss next term, and not that promising statement?
just the AT guys playing.. any ideas?

[spob] 20/2/2007 07:14

Prospects for 2007

Our geographic portfolio of businesses continues to provide us with alternative
investment and growth options.

The UK Housing market remains good. Underlying fundamentals are strong due to
the continuing significant undersupply of new housing. Whilst Government is
committed to introducing policies that will increase the availability of land
for development, we have not yet seen any increase in supply. Despite strong
price appreciation during 2006, there were wide regional variations and customer
confidence could be damaged in some of the weaker markets if further interest
rate rises materialise in 2007. We anticipate an increase in the number of home
completions during 2007 and will continue to focus on improving our operating
margins.

In North America, although the markets in Arizona, California and parts of
Florida remain challenging and difficult to predict, current market conditions
in Texas and Ontario are healthy. We continue to be confident in the prospects
for the business in the medium-term, but expect to see significant reductions in
both operating margin and return on capital employed during 2007. The priority
for our North American management is to minimise the impact of the market
downturn in the short-term, whilst taking the opportunity to position the
business for accelerated growth in the future.

The market in Spain remains attractive on a medium-term view, although any
weakness in the UK market in the short-term could reduce demand for property in
Spain from British buyers. With an in-depth knowledge of the markets in which we
operate, we are well-placed to benefit from any land acquisition opportunities
that market conditions might present.

[ttg100] 14/2/2007 16:21

had to pay 423.60 yesterday
still might keep these a tad longer

>> spob
when u swing by mighy be worth putting

in the header for next year as I missed it this time round

[8gamsby] 13/2/2007 21:12

pLOUGHKING do you still see an upside till the end of feb

[ttg100] 07/2/2007 10:45

GL Rick
i am still a buyer but want them cheaper again
greedy .......... that i am !!
:)

[spacemoggy] 06/2/2007 10:46

Still long...Rick

[ttg100] 06/2/2007 10:26

limit hit again so back on sidelines
any pullback will buy again.

[8gamsby] 05/2/2007 16:23

Thats BDEV out of the way now .Cant think that either WMPYor TWOD are going to wait around much longer now.Interesting times ahead,especially when the USA picks up.

[lennox lnx multibagg] 05/2/2007 01:39

GUYS I HOPE YOU DONT MIND MY INTRUSION.

PLEASE TAKE A LOOK AT LENNOX HOLDINGS, THE EX PAT FOOD STORE.

TINY MARKET CAP. JUST 0.2 MILLION. ONLY 24.02 MILL SHARES IN ISSUE, INTEREST IS RISING.

THIS WILL BE A 600% CLIMBER TOMORROW, GET IT ON YOUR MONITORS..

LENNOX IS GOING TO RISE LIKE A PHOENIX.

DONT MISS THE BOAT FELLAS.. WE GOT A MULTI BAGGER ON OUR HANDS.

[ed 123] 04/2/2007 22:12

8GAMSBY, It was in the papers. Announcement of accepted bid for WLB from BDEV is expected tomorrow. Bid is thought to be below Friday's closing price of WLB - a bit sad for WLB holders, but only recent buyers should lose out.

We'll see what tomorrow brings.

TWOD/WMPY merger would be good. However, both could yet launch takeovers of their own, eg. for BVS, BWY or RDW.

Possible interest rate rise on Thursday may cause some fallback in prices after an expected (by me) bouyant day tomorrow.

edit:- FT article re WLB offer -

[8gamsby] 04/2/2007 17:39

I have not seen it in any newspaper but apparently BDEV are now hot favourites for WLB if true that should open up for a TWOD/WMPY MERGER.

[8gamsby] 01/2/2007 16:54

Good call again

[spob] 01/2/2007 04:51

US interest rates held at 5.25%

US consumer spending is holding up well
US interest rates have been kept on hold at 5.25% for the fifth time running, amid signs of the US economy staying reasonably strong.
As expected, the Federal Reserve opted to take no action on monetary policy - but said some inflation risks remained.

This may cause investors to worry that the next rate move would be up, rather than down, analysts said.

The Fed also said there were "tentative signs of stabilisation" in the struggling US housing market.

The unanimous decision came as official data revealed the economy had grown faster than expected late in 2006.

Overall, the economy seems likely to expand at a moderate pace over coming quarters

Federal Reserve statement


Check Dow Jones reaction market
Check the Nasdaq reaction

Increased consumer spending offset a housing market slowdown, Commerce department figures showed.

'Moderate pace'

The Fed had been expected to begin cutting interest rates later this year.

However there is now economists have expressed concerns that the central bank may be inclined to continue raising rates, fearing that inflation pressures will remain.

"Recent indicators have suggested somewhat firmer economic growth, and some tentative signs of stabilisation have appeared in the housing market," the Federal Reserve said.

"Overall, the economy seems likely to expand at a moderate pace over coming quarters.2

US gross domestic product (GDP) rose at an annual rate of 3.5% from October to December.

It was the biggest quarterly increase since the start of 2006, and followed a 2% rise in the third quarter.

Ultimate aim

While consumer spending rose 4.4% in the fourth quarter, the level of new home building declined 19% - the biggest slump in 15 years.

The consumer spending figure is key, as this accounts for about 70% of the output of the US economy.

For 2006 as a whole, the US economy grew 3.4%, ahead of 2005's 3.2% expansion.

Meanwhile, the latest official US inflation data showed the closely watched personal consumption expenditures price index fell 0.8% during the quarter, the biggest quarterly decline in 52 years.

This was helped by a big fall in petrol and other energy prices.

The Fed's ultimate aim is to slow the US economy and lower inflation, without business activity falling off so much that a recession begins.

[8gamsby] 01/2/2007 00:32

All usa homebuilders up today.Good for WMPY/TWOD thursday.Do USA homebuilders ever get taken over?

[ttg100] 30/1/2007 12:04

mmmmmmmm
still a bit dissapointing
time for some ramping
:)

[spob] 25/1/2007 23:02

Associated Press
Beazer Homes Slides to 1Q Loss
Associated Press 01.25.07, 4:56 PM ET

Home builder Beazer Homes USA Inc. said Thursday lower revenue and hefty charges drove it to a fiscal first-quarter loss from year-ago profit.

The company said it has "yet to see any meaningful evidence of a sustainable recovery in the housing market."

Losses for the quarter ended Dec. 31 totaled $59 million, or $1.54 per share, compared with a profit of $89.9 million, or $2 per share, a year ago. Excluding charges to cover inventory writedowns and forfeited deposits on land options, adjusted net income totaled $15.9 million, or 41 cents per share in the first quarter.

Revenue slid to $806.4 million from $1.1 billion a year ago.

Analysts were looking for adjusted profit of 26 cents per share on sales of $720.6 million, according to a Thomson Financial poll.

"Operating conditions remained extremely challenging for the housing industry during our first quarter of fiscal 2007," said President and Chief Executive Ian J. McCarthy. "Most markets across the country continue to experience lower levels of demand for new homes, high cancellation rates and significant levels of discounting."

Total quarterly home closings of 2,660 fell 31 percent year-over-year and net new home orders of 1,779 homes were down 54 percent, due to reduced demand across the company's markets and a 43 percent cancellation rate - compared with historically normal levels of 26 percent.

Beazer said its cancellation rate declined from 57 percent in the fourth quarter of fiscal 2006.

Looking ahead, the company said the current market environment continues to be characterized by weak demand, with heavy discounting required to drive meaningful sales volume.

Beazer now sees the low end of its previously announced outlook of 12,000 to 13,500 closings as a more reasonable target in fiscal 2007, and forecasts 2007 adjusted profit of $1.25 to $1.50 per share.

Analysts are predicting full-year earnings per share of $2.47.

Beazer shares fell $2.64, or 5.62 percent, to close at $44.37 on the New York Stock Exchange.

[8gamsby] 25/1/2007 19:33

Like you ttg100 i will take whats on the plate

[ploughking] 25/1/2007 17:10

Well.............?
It's nearly February....
Time for my annual dip into this reliable money tree.
5 years ago i started this thread on the basis of the previous 5 years performance. (Check out the initial message 18Jan02)
I hate to say I told you so, but Taylor Woodrows performance in February for the past 10 years has been easy money. Keep your discipline, this year we're on down trend at the end of Jan, but I'll buy early next week and sell first week in March, it's that simple. I've done this for last 5 years and its paid for holidays every year
Good Luck

[ttg100] 25/1/2007 12:28

aye 8GAMSBY
my source reckons BDEV to take em out
personally don't care who - with their
current fundamentals so low bargain to any1
all imvho etc etc