The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
Monday, December 27, 2010|
WSJ Chats with a BlackRock PM
Jeffrey Lindsey, co-manager of BlackRock Capital Appreciation Fund, opens up his kimono in today's edition of the Wall Street Journal Fund Track column.
Half of his $4.3 billion fund is reportedly invested in "stable growth companies" and the other half in "opportunistic" bets. Lindsey is currently bullish on Amazon.com Inc. because of its 40 percent growth rate but bearish on Microsoft Corp., because of its comparatively small presence in cloud computing and because tablet computers have been eating into Microsoft's personal-computer businesses.
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