month end review

My portfolio is up 2.8% overall. The stocks that are down are quite surprising. Trans Canada Pipeline [TRP], Canadian National Railway [CNR], and Fairfax Financial [FFH] are all down over 5%.  These are good companies, but, from where I got in, they are down. So I've got to sell. I don't I have many shares in any of these so I am selling all my holdings in them.