Completely exited out of Accenture ($ACN ) for a pretty solid gain! The reasoning was a few things: 1. The p/e ratio has gone back up to 15x. This put the PEG ratio at over 1.0, marking it back to being fairly valued. As a Stalwart company, Peter Lynch usually asked "is it worth holding this company?" after the valuation has adjusted. After a 40%-50% gain, the answer is usually no. 2. I believe there are better opportunities in the market, similar to why I sold $SFM last month. Accenture still has solid fundamentals, but I have to follow my portfolio rules!
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