Nicholas Ward

Out of UL at 56.41, locking in ~39.5% profits. Very solid company with a reliable 3% yield, but it's trading at a premium (23x ttm) and offers slight top-line growth ~3-5% moving forward. I bought on a ~20% drop in Dec. of 2016 at 40.30/share and the stock has run up nicely since. I'd buy again on a similiar dip.


Portfolio Management