Couldnt find a discussion about these, but curious on peoples thoughts on companies such as Taylor Wimpey, Persimmon etc.
My current opinion is these are companies which will survive, and that the intrinsic need for housing in UK will remain strong. Factor in better times where strong dividends return and these stocks seem very good value right now. I only have a tiny amount in these right now but thinking next couple months to increase those, OR wait it out longer to see what UK economy/virus does.
Would love to hear anyones thoughts whether you are long or not on these right now.