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Bamps and TWERS,
Sorry for my post at the AIM hater hoot, but I just had to reply to his rude posts de-ramping AIM in general. I do agree that most are a big risk but that is what share dealing is all about. Research and knowledge is a must and that is what I did re GGP, did not do so much with INLAND and lost a bit but not much. Must admit down a bit on Rock, paper loss ATM ( not enough of research and a bit quick on the draw with that one, ) and hope it gets back on its legs but not worried as GGP have payed up for that paper loss ATM.
TW has done me proud and I hate to say I did pull out at 2.18+ "BUT" will return ASAP and before EXDD.
All my profit from GGP will return me to all my TW holdings ( cash in account ) and that is well underway ATM so well pleased.
We both know where we are at with Gold so lets hope others get involved at the right time.
Oh and Troubles, went for a lubbly Chinese last night.
I said to the waiter Soup of the day ?
He started waving his arm's up and down and Chucking! buck buck buck buck buck !!!!
I said Chicken ?
He said No Mushroom !
I said why make a noise like a chicken ?
He said " cant make noise like a mushroom _________________ Oh dear sorry Ha ha
ATVB
Tom :-)))))))))))))))))))))))
Hi Gillie
I remember those heady days most of my Taylor Woodrow shares were in certificates trying to sell them when they went to £5.30 was hard only sold a few, very costly. Started buying back as they came down all the way to 4p.
Hi Tom
That was a brave move.
My Itm shares paid for my Passat not as good as yours but i can get loads of building stuff in it. My mate says "what are you like"
That share was 6x original price, for GGP to do that would mean 12-14p, I think that's do able
ATB:))
Oh dear Owl is out of hibernation early !!!!! what a hoot _____ a ( and his "diversification") what a tart and his advice re AIM LOL
Sold the lot here yesterday at 2.18 and cash in the account ready for a fall. Main objective :-
1 Make some money, done
2 Pay for my new car, done
3 Top up pension pot, done
4 Nice holiday paid for, done ( Italy next F1 & Silverstone )
5 Have loads of fun
6 New pair of walking boots ( for troubles )
7 And loads more
8 Buy back my shares before EXDD lol
9 One for OWLS ----- GGP now at 2.36
ATB
Tom
Mine were acquired when I worked at Wilson Connolly then converted to TW, £5.15 at the time
My favourite Aim hater is back . Hi Owls.
I acquired my holdings in TW through the acquisition of Bryant by Taylor Woodrow @£2.04 now they are around 2.16, that's hardly a stunning growth story in nearly 20 years. Loads of stocks around that time are no way near what they were i.e. capita, stagecoach, Lloyd, Bp, Barclays, Marstons. I could go on.
There are the exceptions Next,Croda, Victrex, Psn
Generally if you hold a share too long you will lose out.
I'm sorry you missed the meteoric rises of Itm and Ika recently but I didn't :)))))£
For a similar rise in Tw I would be looking for £14
ATB:))
It's all about managing risk and the best investment is spending time taking care of yourself.
The funny thing about the stock market is that every time one person buys, another sells and both think they are astute.
BoL
Nige,
I agree that diversification is important. I always hold at least 12 shares so if that one turns out to be a dud (and I've had a few) it doesn't cause a major problem. My investments are my only source of income so I probably have to be more cautious than someone who has other sources of income.
I agree also with AIM, unless you are especially knowledgeable of the company you might as well go down to the casino and stick your money on red or black. I think investors in Sirius, UKOG etc. wish they'd never touched AIM.
That's not to say you can't make money on AIM but it's more likely to be due to good luck rather than sound investment skills.
Thank you Rogue river and Bamps.
Yes, it has been a steep learning curve and no mistake. Cognac eh Bamps? I prefer the thought of Portugal a little more but it's still going to require a boom on the GGP sp! I'll certainly drink to that :)
Hi mushroomkid
My niece is an estate agent in Cognac looks like you may need her number :))
ATB:))
Hi mushroomkid
Indeed, why let fund managers take a weighty cut of your profit when you can manage your own fund. As you know, once you have got to grips with the basic technicalities, investing in the stock market is very straightforward. Just stick to some basic rules: Diversify, choose mostly companies with a sound track record, be patient and resist the temptation to trade too often. TW is a case in point. I bought my stake about 18 months ago at 190p and watched it go all the way down to 140p. Meantime, I was automatically reinvesting the dividends and I now find myself over 33% up on my original investment. All that, without having to lift a finger! Good luck.
Hi WiganW
Completely agree re diversification - no point in diversifying just for the sake of it. You must know and like the companys you invest in, hence I only have 7 as opposed to the 12 I would prefer.
Sounds like you are talking about Apple or Microsoft as opposed to steady away like builders, but they will do for me.
Hi Tom
No harm in diversifying into other builders, all four that I mentioned have performed better than tw.
BoL
I only got into this share caper because, administratively, my pension company was useless, I couldn't face receiving 1% interest in savings accounts and wanted to improve on that, at least above inflation. In these first two year, I lost several thousand pounds on Evraz and Echo but gradually, by Contrarian investment and gut-feel, I've managed to build a portfolio that gives a bit of excitement, coupled with solid blue chip investment (when the time is right).
I can't match Tom's profit for the lovely new car, but investment in TW and BDEV have done well for me (25% up in both) and following up Bamps' GGP tip has also netted me enough for an electric bike thus far, a mini if it goes up three or four fold and a house abroad if it hits the roof.
Here's hoping and thanks for the informative board here. I like the coffee lounge style here in TW!
Re diversification. As one Sage often repeats “... if you have all your eggs in one basket, just keep your eyes on the basket...”. Also, he often advises that you only need to find two or three good investments in a lifetime and you are made. Too much in the way of diversity generates too much noise and removes focus. IMHO, I agree with this as it works fine for me. It is a statistical fact that the more you trade the less you will make. Let the winners run ...
BKG announcement today very confident about future revenue.
Berkeley up 5% today putting div's up will TW do the same
Apologies : Ah So.
Always had difficulty learning the lingo.
ATB
Hi Bamps,
Ha So and Chinese laundries !!
BoL
Hi troubles
Hope you don't mean HSBC :(((
Hi Tom
Well done on your investments. Looks like this share might not retrace this year.
Ggp rise hasn't started yet, 30th Jan may see a spike.
I done ok with ITM last month 6x my original stake, well happy I'm expecting it to keep growing but slower . This is what I'm expecting with Ggp but only my opinion.
ATB:))
Hi Tom,
Happy Days - keep away from Chinese take-aways.
BoL
Nige hi,
ATM very happy with my 3 holdings and GGP alone up £81k ( and has paid for my new M4 ) so far this year down on Rock ATM £13k, and up with TW so as they say Hands full for the time being. Someone a few months ago criticised GGP & AIM and said no money to be made there and mocked at 1.60 but they are now 2.30.
When they pay off I will consider building back up in TW, bought 45k yesterday, & other builders but ATM doing very fine with what I have.
By the way so glad I seen sense and got out of ITV, VOG, PFG, NANO, CNA, and others after "diversifying" over the last couple of years, in fact overall I think I lost out, and made nothing like what I have done this year with GGP alone. TW doing great ATM and quite happy with that.
ATB
Tom :-))))
https://edition.cnn.com/2020/01/21/investing/asian-market-latest/index.html
Hi Troubles
Read somewhere that all Sp's down cos £ doing well, just as I thought Builders were building up some momentum.
But yet again £ / $ and £ / Euro rates should not affect builders. Utes always used to be regarded as the safe haven, but they all have massive Debt (and foreign owners now).
Just about to delete sxx from my system, in theory delete from Prices WS and system reconfigures itself - not doing that tonight!
BoL
Hi Tom
Your investment strategy has been very successful, so I congratulate you on that, but I do think you should diversify more.
There are 4 more great builders psn, bdev, bwy and rdw to invest in (all doing well), and I would limit my investment in Aims to a certain % of Port (maybe 30 to 40%) and limit investment to Max of 10 to 15% in any particular one.
I know ggp has been great for you, and now I am building a holding there (thanks).
I have holdings in 7 companies and would be happier if that was 10 to 12. I have had criticism for being mainly in 1 Sector, but not too bovvered about that, cos the best Sector.
BoL
Phew, thought our SP had been hit by the coronavirus.
Hope we don't import our bricks from China or have too many Oriental bricklayers over here.
BoL