Taking Profits from Constellation, Selling Other Hodson Picks

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Back in early March I bought Constellation Software (CSU.TO) based on the recommendation of Peter Hodson.  The investment has done very well – up 12.7%.

I feel that this level of growth is not sustainable so it’s time to take profits.

  • Sell CSU.TO @ $135.27

My other Hodson picks – StanTec (STN.TO) and Winpak (WPK.TO) – have performed quite well.  They are both up 2% since purchasing them.  However, I am not really committed Screen Shot 2013-04-11 at 8.26.23 PMto them as part of my speculative portfolio.  I’d prefer to raise cash to invest in hotter, more speculative opportunities such as Lululemon (LLL.TO).

  • Sell STN.TO @ $43.69
  • Sell WPK.TO @ $19.74
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