Sell: One-half of Universal Display (OLED)
From Cabot Growth Investor
Updated from WSBI 794, June 21, 2017
After a great run so far this year, we’re going to trim our sails a bit tonight and see how growth stocks react to today’s selloff.
In the Model Portfolio, we’re going to sell half of our shares in Universal Display (OLED), taking some chips off the table in what have become good-sized positions.
Michael Cintolo, Cabot Growth Investor, www.cabotwealth.com, 978-745-5532, September 25, 2017