April 29, 2018

On Friday, the S&P 500 was up 0.1% and Toronto was up 0.2%.

Alimentation Couche-Tard was up 3.6% to $56.91. This is a welcome increase but I am hopeful of a better recovery in this stock. It reached a a high of close to $68 early this year and its all-time high was also around $68 almost two years ago in the Summer of 2016. I suspect we will surpass those highs in the next year or so but certainly volatility is always to be expected.

Constellation Software was up 2.4% to $919. I sold about half of my remaining small position at $925 based on an order I had placed on April 2 after I had updated the stock on March 31 and found it to look expensive.

Amazon was up another 3.6%.