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Taylor Wimpey Fundamentals (TW.)

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.

Manuel,

I may be unsure about the economic future of UK at the moment, but think it is improving. My real gripe is that it could be better than it is, and the vicious "austerity" application was not the best route to take over the last 4 years.

My feelings about TW. are similar to yours and it is one of my biggest holds from well back and I also hold SBs. which I increased earlier this am.

I have my legs crossed routinely.

easy to say "could be better" isn't it ...... it could be raining if it wasn't sunny :-)


legs x'ed? .... have you had your psa levels checked recently?

That is the power of the word "could". But it also "may" meaning that one is "considering" rather being stuck in a rut going nowhere quickly.


-------------------------

Anyway.

"(Reuters) - Britain's housing market cooled further in the three months to December as house prices rose by 7.8 percent compared with the same period last year, the smallest increase since last January, mortgage lender Halifax said on Thursday.

In December alone, prices rose by a stronger-than-expected 0.9 percent after a 0.5 percent increase in November, marking the biggest monthly increase since July.

Economists had expected prices to rise by 8.0 percent on the year and 0.3 percent on the month, according to a Reuters poll.

Halifax reiterated that it expects house price growth to moderate this year to between 3 and 5 percent.

"The deterioration in housing affordability as a result of rising house prices, earnings growth that has been consistently below ... inflation until very recently and speculation of an interest rate rise, have combined to temper housing demand since the summer," said Martin Ellis, Halifax's housing economist.

The Bank of England has welcomed signs that Britain's housing market is cooling off after double-digit price gains in the middle of last year, restrained at least in part by new controls on mortgage lending.

Halifax's quarterly rate of house price growth slowed to 0.3 percent, the lowest reading since November 2012.

Last week Nationwide, another mortgage lender, said house prices rose at the slowest annual rate in more than a year, but it expected the market to recover in 2015 if the economy improves as expected.

(Reporting by Andy Bruce; Editing by William Schomberg and Toby Chopra)"