Travis Perkins Share Discussion Threads

[nellie1973] 14/12/2010 11:07

Broker upgrade

[nellie1973] 25/11/2010 19:29

Tipped in press today-BUY

[jeffian] 29/7/2010 08:19

Yup. And so do I. Dividend resumption a good thing and having taken up the Rights Issue in full, this holding now looking v healthy (unlike some other parts of my portfolio!).

[broadwood] 29/7/2010 07:15

They are still cautious on consumer spending but the clouds are starting to roll away.

Market seems to like - so far.

[broadwood] 22/4/2010 22:05

Good housing figures again from Persimmon.

[garry14] 22/4/2010 20:08

looking good so rest of the market down tpk up

[garry14] 06/4/2010 06:09

i make it 855 then move side ways

[broadwood] 01/4/2010 13:54

I liked the big AXA purchase a couple of weeks ago.

[maximillian1] 31/3/2010 10:48

Looks more like 13 days ..but we will get there!!!!

[broadwood] 30/3/2010 14:39

Better housing figures helping a bit. Ticking up daily.

[garry14] 26/3/2010 13:15

yeah we will see gud lad when u getting out and shorting

[maximillian1] 24/3/2010 16:12

922 ...3days

[garry14] 23/3/2010 06:08

where do you see this going short term h

[broadwood] 16/3/2010 14:41

Jumped in here a few days ago.
It'll be one of the early beneficiary's of any stronger sentiment.

Its certainly flying today - must be another broker rec.

[hyper al] 25/2/2010 09:55

I like someone who is honest.

Geoff Cooper would have a better idea of how bad things are than most of us.

Things are not good, people who have money to invest tend to live in areas not so badly hit by the recession (I'm one of these lucky people), but I have relatives in South Yorkshire and in that part of the world you can see the impact recession is having on consumer spending and my relatives.

If things get much worse, family will come before investment.

[yakin] 25/2/2010 09:25

And another recomend as a buy from Numis 900p price target.

[yakin] 25/2/2010 09:00

Panmure gorden said buy 870P price target.

[spob] 24/2/2010 16:56

.........Mr Cooper said: "At this stage there is no clear indication when our markets might return to growth again ... We are wary of the probably false starts that we expect to see ... activity levels remain fragile."

He added: "We are prepared for a long period of probable low growth and difficult trading conditions before we can anticipate a return to growth in our markets.

"We are concerned in particular about weak consumer spending trends in 2010 as inflation rises and the cushion of falling mortgage costs annualises out."

He said that demand from both builders and from consumers for home improvement would continue to fall this year.

His gloomy outlook statement, described by one analyst as "very dark", stunned investors, many of whom had been expecting a steady recovery.

Travis shares fell as much as 7 per cent in early trade. By mid-morning they were down 47.5p at 702.8p.

[dawntrader] 24/2/2010 13:26

yes was watching these myself.... its the outlook. .. you dont buy a share on where it is now .. its where its going to be .. and the forward outlook has spooked some.... continue to watch.

[maximillian1] 24/2/2010 11:28

back to 746 close 736..just up 1..silly me thoght the results were Thursday.......end of the day going back to 950 very soon

[d0ubtf1re] 24/2/2010 10:20

The frwrd statement was not positive which is exactly why it's been hammered. If you look at what CRDA did yesterday in very similar circumstances (results in line) but much better statement. I agree with the above analysis however this is an overaction and a good buying opp.

[geraldus] 24/2/2010 10:17

It's the outlook and no divvy that's spooked the market.No confidence out there.

[yakin] 24/2/2010 09:56

Analysts welcomed the results and said that a drop in the share price represents a buying opportunity.

[jeffian] 24/2/2010 09:45

Results look damned fine to me in the circumstances but I suppose the reaction is linked to the 'Outlook'. If a company earning 88p/share with "a net debt / EBITDA ratio of 1.47 times and interest cover of 10.7 times" feels unable to pay any dividend at all ("there remains too much economic uncertainty for it to be able to recommend to shareholders the reinstatement of the dividend at this time") it signals that they believe there is still the potential for Armageddon, doesn't it?

[stromboli1] 24/2/2010 09:33

results look ok to me inthe circumstances. Market currently thinks otherwise though!