STELLA-JONES INC (SJ.TO)

Trimming a third of my position in SJ.TO here. I opened this position at the end of September (see the post here), and it has gone straight up, more than 31% in a month. I have to ring the register a bit, even though it had a blockbuster quarter (revenues up 58%, EPS 0.60, margin improved, and raised guidance). I now believe it will make $2.1-$2.2 for this year and at least $2.5 next year. I remain my price target of $35 in 12 months. The nature of this stock is such that I believe it will give you opportunity to get in at a lower price, as nobody is following up this little stock.

Position: Long SJ.TO