Three FTSE 100 shares I’m planning on shopping for as quickly as I can for juicy dividends are Taylor Wimpey (LSE: TW.), Lloyds Banking Group (LSE: LLOY), and Reckitt (LSE: RKT).

Right here’s why I’m bullish on the shares!

What they do

Taylor Wimpey is among the UK’s largest home builders. It has struggled in latest months attributable to financial shocks which have harm house-building numbers. One of many greatest points it has confronted is higher-than-expected inflation.

Lloyds is the UK’s largest mortgage lender. Greater rates of interest have been a double-edged sword for the enterprise, offering elevated earnings ranges, however the likelihood of extra defaults too.

Reckitt is among the largest cleansing and healthcare companies on the earth. It possesses glorious model energy, in addition to vast protection.

The bear case damaged down

For Taylor Wimpey, continued financial points are a fear, as they’re impacting the housing market. For instance, mortgage charges are greater attributable to rates of interest, making shopping for a lot tougher for shoppers. With much less gross sales, efficiency and returns are impacted. Plus, greater inflation is making constructing properties costlier. If this continues for a sustained interval, I’m anxious returns may very well be impacted.

For Lloyds, in addition to continued volatility, I’m extra involved a few latest situation doubtlessly hurting funding viability. I’m referring to an investigation by the Monetary Conduct Authority (FCA) into motor finance practices and mis-selling. The enterprise has already put aside cash for potential fines, however this might dent sentiment, in addition to returns.

Lastly, Reckitt’s greatest situation for me is 2 fold. Firstly, inflationary points may harm margin ranges and earnings. Subsequent, as lots of its merchandise are thought of premium, shoppers with tighter budgets may flip to non-brand necessities, in addition to low cost supermarkets for his or her items. In flip, this might harm efficiency and returns.

My bull case

Beginning with Taylor Wimpey once more, I reckon returns may hold flowing in attributable to its glorious market place, in addition to the housing imbalance within the UK. With demand outstripping provide, there’s a possibility for the enterprise to plug this hole, and develop efficiency and returns.

The shares look respectable worth for cash on a price-to-earnings ratio of 13, and supply a dividend yield of over 7%. Nonetheless, I’m aware that dividends are by no means assured.

Shifting on to Lloyds shares, its place because the UK’s main mortgage supplier is enviable. Just like Taylor Wimpey, it may capitalise on the housing imbalance as individuals look to safe their dream properties.

Lloyds shares look dirt-cheap to me, on a P/E ratio of simply six, and supply a dividend yield of 5.4%.

Lastly, regardless of latest issues, together with authorized and accounting points, it’s laborious for me to disregard the agency’s model energy, monitor file, and vast presence. I reckon it’s an incredible instance of a enterprise that may rebound from its present dip, and soar as soon as extra, in addition to offering constant returns and development.

The shares are moderately priced, buying and selling on a P/E ratio of simply 13. Moreover, the dividend yield on supply of 4.5% is engaging.