Markets were about flat in the U.S. and Canada today.
We had Canadian Tire up 1.2% and Stantec up 2.7%. Couche-Tard made a big recovery up 6% and being down 5% on its earnings release yesterday. What this illustrates is that earnings should be released after the close so that there is more time to digest the news.
My order to trim Canadian Tire at $83 got filled today and that sold about 16% of my shares in that company. It’s my largest holding and so I had lots of room to trim.
I’ll plan to post an update on the composition of my portfolio this weekend. I’m not sure what my percentage cash is at the moment.