COM DEV INTL LTD (CDV.TO)

Trimmed one third of CDV.TO here on this run up. While I continue to believe that the stock has legs to run, again I only added on this position in the mid of September and it has gone up by close to 27% in a month exactly today, on this run up. Disciple dictates that I take some off the table. Moreover, on this name, I tend to sell when there's a large volume institutional purchase (more than 10X of average daily volume) such as today. I still have a 2% of position in this name. I believe we would see a "7" handle before the end of this year.

Position: Long CDV.TO