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EPIC TW
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The reality of the (not as exciting as many 2010s investors think) world of Taylor Wimpey

I am trying to remember if I ever owned Taylor Wimpey (TW.) shares as an institutional fund manager a decade plus ago. I don’t think I ever did as - aside from owning my own house - the property market intellectually has never really been a big thing for me. As for Taylor Wimpey shares this year, I observed just over six months ago that “if you are a total return investor for FY22 – it is not that terrible” but I was not going to buy the share myself. And even if you generously factor in the current c. 7% annual dividend yield, the stock is still down c. 14% over the last six months. Apparently though - as per today’s first half numbers - “full year Group operating profit (is) now expected to be around the top end of the current market consensus range". How exciting…or not?

EPIC TW
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More GlaxoSmithKline and Unilever excitement awaits…and then onto Taylor Wimpey

Of course I am excited to see GlaxoSmithKline (GSK) shares up nicely today. No surprise, akin to my comments here yesterday, that it has formally told Unilever (ULVR) where to go. Suffice to say there is going to a load of full year number updates from the two names on 9th February (GSK) and 10th February (Unilever), but today’s additional announcement by the former of ‘detailed financial information and future growth ambitions for the new Consumer Healthcare business at a virtual Capital Markets Day for investors and analysts on Monday 28th February 2022’, is really going to be worth a listen to. As noted in my update yesterday I am holding onto my GSK shares. Let’s talk about something else and I see Taylor Wimpey (TW.) is out with its ‘trading statement for the year ended 31 December 2021’ today.

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