Monday was a strong day for the markets with the S&P 500 up 0.6% and Toronto up 0.7%.
Most of our stocks picks were up. Most notably Constellation software was up 4.2% to $181.63. I last rated the stock Weak Buy at $142 on May 18. At that time I indicated I might sell half or might not. I did not. Since then it has released an excellent earnings report and I believe other good news. Still, with this rise in price I am tempted again to sell half of my position. Since it is not a huge part of my portfolio perhaps I will just let it ride. Sorry to be non-committal.
Wells Fargo was up 1.7%.
Canadian Tire was up 1.3% to $93.24. I am tempted reduce my position slightly. I had already reduced a fair amount at around $83 but still hold a large position. If I really wanted to reduce I would use a market order. But since I am not that eager to reduce I will instead place an an order to sell some at $94 and $95. If I only owned a small position in it I would not bother with this sort of thing. Since I have quite a few shares it easier for me to trim a little if and as the price rises.