Boring_Bernie
08 Aug 2018
Trading Update for Year End Today’s update shows revenue growth of 16% and a ( possibly slightly reduced ? ), operating margin of 22%, suggests that all other things being equal, eps should rise by about 15% for the FY just closed off, which are plainly good results. However, the rest of the update suggests that, partly due to selling prices not rising as quickly, and extra costs, growth will slow going forward. So, it’s been a great ride over the years, but now seems as good a time as any to start taking profits. The divi’s still good, so I’m still holding quite a few here, but I sold roughly 50% of my shares this morning at a whisker under £29 BB
W13 Ken
07 Jun 2018
Re: Bellway climbing towards the FTSE 100? That's 216 to 112 in the last 6 years...
W13 Ken
07 Jun 2018
Bellway climbing towards the FTSE 100? I've been looking at the recent climb and it would appear to be at least partly related to the upcoming Trading statement on 12th June, which Beast of the East setbacks excepted, should be very good. The last corporate update in March gave us clues to that:[link] around the same period came an interesting article posing that Bellway might be the best dividend stock outside of the FTSE 100:[link] finally that got me looking into Bellway's climb towards the FTSE 100. It's getting there. This interesting Stock Challenge site charts the FTSE ranking of shares for each of quarterly updates for more than 10 years: [link] shows that Bellway has steadily climbed from position 216 to 112 (as of 29/05/18) so if it continues on its path of steady growth then it should be on track to join the FTSE 100 in the next couple of years, leading to increased interest from Tracker funds, Pensions etc etc.Any thoughts on this?
W13 Ken
22 May 2018
Re: Shares to go ex-dividend STRONG BUY Good point! That was just a mistake and it defaulted to that option. I don't think I can edit it now.It's a Strong Buy in my books. It's been my favourite share for the last 5 years and I can't see anything coming along to replace it.
dazedandconfused
22 May 2018
Re: Shares to go ex-dividend So...why SELL??
W13 Ken
22 May 2018
Shares to go ex-dividend Topped up again recently so this is my biggest investment by far. Bellway - safe as houses 
A reminder that the shares go ex-dividend on Thursday 24th May so 48p per share is on the way as an interim divdend
shovelier
06 Mar 2018
Re: Thank you PM The verbal exhortation is the carrot.What is the stick going to be?
KEEPING CALM MIKE
05 Mar 2018
Thank you PM Todays comment's by T.MAY, have lifted house builders, build more she said !!!K.C.M.
Krayl
20 Jan 2018
Re: Bellway plunge I may not have been a holder for so long as you two, but I do recall meeting John T Bell in about 1962, when he allowed us kids to play in his Rolls Royce! So when this share came to my notice about a year ago I was very keen to add it to my income portfolio and I continue to be very pleased with the results. Looks good for a while yet.
Boring Bernie
20 Jan 2018
Re: Bellway plunge I'm still here KCM !The trading update's out in a few weeks, so we'll likely see a rally before that, but I'm not expecting any surprises from it, good or bad.
KEEPING CALM MIKE
19 Jan 2018
Re: Bellway plunge Its just taking a breather whilst the market was more focused on the high street retail stocks pre and post Xmas. I think that it will regain its momentum and this year will tick along , good dividend low p/e and we still need more houses !! I have been with Bellway for many years and I always say its the Time in the stock, not timing the stock ,if your a trader good luck, for me a great long term hold, check me back Ive been here nearly as long as Borning Bernie !! Bernie you still here.Maybe we may see £40 later in the year !!!,or maybe not lets see K.C.M.
Krayl
14 Nov 2017
Re: Bellway plunge Seems to me that the price just retraced from the spike, and hopefully will now continue upwards as before. The company is very positive about the outlook and it still looks a buy.
axolotl
14 Nov 2017
mysterious news "Keith Adey, Financial Director, exercised 23,246 shares in the company on the 10th November 2017 at a price of 0.00p"What on earth does this mean? Presumably he had an option to buy the shares for nothing so he bought them!
Boring Bernie
10 Nov 2017
Re: Bellway plunge Dropped on RICS Survey[link]
Koutousov
09 Nov 2017
Bellway plunge Why the sharp fall in the price today? Does anyone have any ideas?
