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We are one of the UK's largest residential developers. As a responsible developer we are committed to working with local people and communities.



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Taylor Wimpey Fundamentals (TW.)

Nov 11:
Numis: Buy - TP: 145p
Panmure Gordon: Hold - TP: 116p

They got in before Deutsche Bank today !!

Nov 12:

Credit Suisse : Neutral - TP: 136p
Beaufort Securities: Buy - TP: N/A
JP Morgan Cazenove: Overweight - TP: 150p

Deutsche has also weighed in, playing the same record - must be a bit worn now.

Nov 21:
Liberum Capital : Buy - TP: 130p (realised today)
Deutsche Bank ; the usual now without TP

Mid,

Try TP of 160 on PE of 10 and "promised" EPS.

Guess what, Jimmy!

Nov 26: Goldman Sachs: Conviction Buy - TP: 210p

TW.
just noticed that sp has just broken into new all-time high

Cynic,

Ssssh!

FTSE resuffle on Weds

TW. look nailed on for FTSE100 entry.

List is announced on wed,physical change happens 2 weeks after.

You can bet tracker funds are already buying it up for entry and those short buying back.

FTSE resuffle on Weds

TW. look nailed on for FTSE100 entry.

List is announced on wed,physical change happens 2 weeks after.

You can bet tracker funds are already buying it up for entry and those short buying back.

Dec 4:
Liberum Capital 130.00 Buy
Panmure Gordon 120.00 Hold
Citigroup 137.00 Buy
Deutsche Bank 165.00 Buy

If projected yield and EPS are right, Deutsche seems achievable!

145 first!

8-)

Dec 12:
Citigroup: Buy - TP: 144p
Deutsche: same tune

Deutsche Bank reiterates buy on Taylor Wimpey, target 165p

StockMarketWire.com

TW and Co

Jan 9: Jefferies; Hold - TP: 121p

I hold TW. and not pleasantly impressed with Jefferies valuation especially with the TP of 121p.

That is not saying Jefferies are incorrect, but looking at earning "projections" and promised "yield" I would have a high valuation.

But scanning around it seems that many of the "builders" have been downgraded. =

===

The downgrade may be based on UK economic expectancy.

Anybody know what is Jefferies record like in this area is?

But I know less than Manuel. 8-{

zebedee - i hold these too, both as cfd and also in sipp ..... they're a well run company with an excellent track record, so am more than happy to stay with them ..... that said, i'm sure their target market is pitched some way above the likes of BDEV, but below that of BKG

given that the country certainly needs many more houses and, whatever you may say when flying your political banner, the economy is certainly on the up and assuredly much stronger than elsewhere in europe

with that in mind, i am seriously considering adding MBH to my sipp, though i have a natural aversion to MM-only stocks

Jefferies seem to having turned on the whole sector from house building through kitchen suppliers and estate agents!

However, the market has reacted to Jefferies downgrades... most of
the stocks Jefferies has savaged are down considerably, some drastically.