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A high-yield property play in the north

Over the past 12 months I have made a conscious effort to focus on undervalued asset-backed plays in the real estate sector. It has seriously paid off as we have racked up huge gains on East London housebuilder Telford Homes (TEF), housebuilder, strategic land specialist MJ Gleeson (GLE) and Sheffield based construction and property firm Henry Boot (BHY).

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By Simon Thompson,
18 February 2013

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Simon Thompson

Simon has managed the IC's company coverage for a decade. He's also the creator of the market-beating Bargain Portfolio, an influential stock-picker and the author of Trading Secrets: 20 hard and fast rules to beat the market.