TX2
03 Mar 2016
Results Generally satisfactory & from the uplift in share price a bit better than market expected.Plumbing & heating market seems more difficult.
TX2
04 Aug 2015
Re: TP Yes;I must admit I am happy to continue to hold the shares I have as I agree it is an excellent business but like much of the market the shares are a bit expensive for me to buy more!The profit growth was a little slower than revenue growth,whether this is a reflection of increased competition or maybe perhaps the fairly heavy investment in new outlets increased short term costs.However the increased divi is welcome.
forddrive
03 Aug 2015
TP This one always seems to be a solid investment.
albent
06 Apr 2015
Travis Perkins looking undervalued? Interested to hear peoples opinions on Travis Perkins (TPK): [link]
fitcontroller
06 Mar 2015
another option don`t forget Travis Perkins, they supply all the builders.
TX2
03 Mar 2015
Re: Final results Seem satisfactory;the increased dividend is welcome.Perhaps not suprised by shareprice fall today as rating/valuation had got fairly "heady" recently.
binjiou
06 Feb 2015
Final results Final results will be 3/3/2015
binjiou
26 Jan 2015
Steady growth Emed,I would not like to put a target price on TPK, but they should see steady growth from here.House builders that did well in 2014 included Persimmon, Barratt, and Taylor Wimpey: Bovis less well. I note that UBS, Panmure and Goldman Sachs all have a buy rating on Bovis. There is no reason to believe TPK can`t do well from here . I would rather be invested in a supplier to all builders than in an individual builder .Whichever government is in power after the next election, they will have to promote the building of more homes.
forddrive
23 Jan 2015
Re: long term potential TP is a well managed company.
Emed Brown
23 Jan 2015
Re: long term potential "The next few years could be extremely busy for builders and builders` merchants."How right you are and only one year on.I have a small holding with TP and increase when funds allow, Seeing as builders are now very busy, me being one, I wanted to know the views of others on potential long term SP.As we know, TP have, I think, been very clever with thier cash, buying up compaines in the recession and building future market cap at low prices, so my thinking is about £33 ,Seeing as TP were about the £24 mark so time ago, 8 - 10 years ago.There is no real fact behind my thinking, just an assumption really, anybody care to comment?Thanks.Emed.
