Taylor Wimpey PLC Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.5554671 http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5554671&action=detail Sat, 07 Nov 2009 21:53:00 GMT JRz tag:iii.co.uk,2003:tst.5554582 http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5554582&action=detail Sat, 07 Nov 2009 20:41:00 GMT Div Hunter tag:iii.co.uk,2003:tst.5554141
There is no shortfall in America. They have massive inventories, combined with 'shadow inventories' (houses foreclosed, in auction). They built 15 years worth of homes in 5 years. They are giving away $8,000 to people to buy their first home, and still prices are not rising.

Foreclosures are due to peak in 2011.
>>> ie private equity have asset stripped companies like this

You miss the point that they also take on their debts. If a company has £1 billion of assets and say £1 billion of liabilities, then 'stripping' their assets i.e. selling them for cash will leave £1 billion of cash vs £1 billion of liabilities.

If they pay off debt with the cash - you have a smaller company.

Until the cost / selling price differential is significant enough to make a good margin, I can't see anything other than perhaps a short term rally based on speculation rather than fundamentals. By MrJockey ]]> http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5554141&action=detail Sat, 07 Nov 2009 14:59:00 GMT MrJockey tag:iii.co.uk,2003:tst.5554109 ')" target="_new" rel="nofollow">http://www.iii.co.uk/articles/articledisplay.jsp?article_id=10059290&section=Sharedealing

By Sensibleagain ]]> http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5554109&action=detail Sat, 07 Nov 2009 14:28:00 GMT Sensibleagain tag:iii.co.uk,2003:tst.5553930 If Taylor Wimpey disposes the USA assets then the sp will jump.

In terms of upside I see plenty compared to where it is at now. By Noarmdone ]]> http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5553930&action=detail Sat, 07 Nov 2009 12:22:00 GMT Noarmdone tag:iii.co.uk,2003:tst.5553711 http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5553711&action=detail Sat, 07 Nov 2009 10:21:00 GMT ziphy tag:iii.co.uk,2003:tst.5553630
May touch 50p near Xmas as stocks usually rally towards year end . By Noarmdone ]]> http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5553630&action=detail Sat, 07 Nov 2009 09:33:00 GMT Noarmdone tag:iii.co.uk,2003:tst.5553485 60p would be touching FTSE 100 status which TW does not deserve right now By Nickctaylor ]]> http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5553485&action=detail Sat, 07 Nov 2009 07:54:00 GMT Nickctaylor tag:iii.co.uk,2003:tst.5553321 http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5553321&action=detail Fri, 06 Nov 2009 23:14:00 GMT ziphy tag:iii.co.uk,2003:tst.5553253
You know I'm a born optimist, but I actually believe the UK has one of the most flexible labour markets and given the beating we've taken from financial services here, the jobs market has held up remarkably well.

Anyway the dow didn't retrace, so not the week it could have been personally, but still very positive for TW!

PS - too much red on the voting buttons recently - here everyone, have some virtual chill pills.......

Good weekend!! By Sniffer Dave ]]> http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5553253&action=detail Fri, 06 Nov 2009 22:09:00 GMT Sniffer Dave tag:iii.co.uk,2003:tst.5552869 http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5552869&action=detail Fri, 06 Nov 2009 18:44:00 GMT critom tag:iii.co.uk,2003:tst.5552838 http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5552838&action=detail Fri, 06 Nov 2009 18:33:00 GMT joefern tag:iii.co.uk,2003:tst.5552629
http://www.craphound.com/images/jobsrecessionsSM.jpg

http://www.epi.org/page/-/img/jobs200906/Jobs-Day-Teaser_Figure_B.jpg By MrJockey ]]> http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5552629&action=detail Fri, 06 Nov 2009 17:06:00 GMT MrJockey tag:iii.co.uk,2003:tst.5552612 Not got a chance to look at those yet. I got a bit bogged down on the JJB board today. I,m not sure if it was him but i dont think gsr covered himself in glory. He does tend to go for the jugular. By popes11 ]]> http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5552612&action=detail Fri, 06 Nov 2009 16:58:00 GMT popes11 tag:iii.co.uk,2003:tst.5552604 for another builder

No, because you'd be buying its debts as well as its assets. Plus it's a smaller company now than it was a year ago. Another builder might be better of buying playing a longer game and buying its land bank at distressed prices, if or when it goes bankrupt. By MrJockey ]]> http://www.iii.co.uk/investment/detail?code=cotn:TW-.L&display=discussion&id=5552604&action=detail Fri, 06 Nov 2009 16:56:00 GMT MrJockey