However, the time has come to decide whether the upside potential on each of the portfolio's 10 constituents is substantial enough to justify still holding them or whether the capital could be better redeployed into my 2013 Bargain Shares portfolio. So, having run the rule over all of my 2012 Bargain Share holdings, I advised selling shares in four of them last week: Telford Homes (TEF), MJ Gleeson (GLE), Mallett (MAE) and Rugby Estates (RES) ('Taking profits after a winning streak', 28 January 2013). Updates on those four companies are detailed below as is my latest advice on the other six companies in the 2012 Bargain share portfolio: investment company Trading Emissions (TRE); Indigovision (IND), a pioneer in security surveillance systems; specialist engineer Molins (MLIN); book publisher Bloomsbury Publishing (BMY); stamp and collectables retailer Stanley Gibbons (SGI); and investment company Eurovestech (EVT).
Telford Homes (TEF)