Recapping the week for house builders

It’s been an eventful few days for UK house builders, with numerous earnings announcements over the last week coinciding with speculation about the future of the Government’s flagship ‘Help to Buy’ subsidy scheme. As a result, we’ve seen daily returns and sentiment levels in the sector fluctuate more than usual over the course of the week. This week’s chart shows abnormal tipster and broker sentiment levels (above/below the 6-week average) towards a portfolio of eleven house builders over the last few days. It also shows returns for the same companies over the same period.

Barratt Developments (#BDEV) – strong end to financial year, currently confident in future progress

Barratt Developments (#BDEV) – sales rate in line with the prior year, outlook remains in line with expectations

Barratt the Big Builder is Doing Well, But I'll Still Avoid the Shares

Hello, Share Snackers. The building sector is an interesting one. And previously I've sounded optimism for building firms. After which, we've seen some big increases in share prices.

Barratt Developments (#BDEV) – H1 update, continues to “expect to deliver modest growth in wholly owned completions in FY”

Barratt Developments (#BDEV) – “strong start to the year supported by a positive market backdrop”

The Essentials I Insist on When I Commend a Potential Winner to You.

Hello, Share Chuckers. As I bring you promising companies which may have escaped your notice on office days, there’s time to explain my general methods at the weekend. I can’t expect you to follow my various suggestions unless you know my lines of thought. So, for those of you wise enough to subscribe to this essential website, here goes.

Leading House Builder Could Lead You to Build a Bigger Profit

Hello, Share Tanglers. The idea of living on a Barratt housing estate used to fill me with dread, but a lot of folk seem to like its houses nowadays, so I humbly suggest you look at the shares.

Barratt (#BDEV) – FY17 “ahead of” expectations, FY18 “expect to deliver modest growth in wholly owned completions”

Barratt Developments (#BDEV) – “on track”, though “high-end London market presents some headwinds”

Barratt (#BDEV) – overall “trading well”, though “taken pricing action on a number of our sites in London”

Barratt boss arrested on suspicion of bribery in alleged cash-for-contracts scandal offloaded his entire £2m stake in company last year #BDEV

Roll Out the Barratt with These Well-Built Reasons to Invest

Hello Share Samplers. At the risk of annoying some of my gloomier detractors, I continue to argue that house builders are a good investment at the mo. A good friend of mine has just bought a large house in a very swish part of the Smoke. I admit this could be a mistake, as some London house prices are under threat because of Brexit. Fewer rich foreigners will buy here, it is argued, because the capital will no longer be seen as the centre of the financial universe.

Barratt Developments (#BDEV) – FY EPS +21%, DPS +19%, “current trading trends are positive”

Barratt (#BDEV) – profit “in line with market expectations”, “mindful of the greater uncertainty now facing the UK economy”

Barrat Developments (#BDEV) very confident trading statement, I blame #Brexit

I would bet against Tom Winnifrith and on Barratt Developments

Hello Share Freakies. There are those among us who feel that house prices in Britain have peeked. Uncle Tom is one. But I just can’t see it. If one thing drives demand more than anything else it is shortage of supply. And everyone knows that there are simply not enough houses and flats to go around. 

Barratt Developments (#BDEV) - Sales up 20% in "strong market conditions"

Why You should Look at Persimmon, Barratt and Galliford Try.

I think it was six years ago that we all thought low interest rates would not last. They have, and there is no sign, as far as I can see, that they will rise any time soon. They may even continue to bump along at their present lowly level for another six years.

Don’t Be a Property Magnate – Move into Barratt Homes Instead.

Hello Share Fans. I hate the expression 'no-brainer', so I won't use it in the context of buying shares in Barratt Developments (BDEV).