
Jeff Lindsey was quoted as saying he expects higher growth for Microsoft, the fund's top holding, due to its Windows 7 operating system. He also said the market's estimates for Microsoft's earnings were 'absolutely too low.'
Lindsey also told Barron's that while Paccar had been hit by recession, it could be headed for a sharp upturn later this year as new emission standards encourage more drivers to replace their trucks.
His stock picks also included Danaher Corp, a diversified industrial company, and Express Scripts Inc , a pharmacy benefits manager that administers benefits and controls medicine costs for employer and health insurer clients.
(Reporting by Ritsuko Ando, editing by Maureen Bavdek) Keywords: MICROSOFT/PACCAR (ritsuko.ando@thomsonreuters.com; +1 646 223 6084; Reuters Messaging: ritsuko.ando.reuters.com@reuters.net) COPYRIGHT Copyright Thomson Reuters 2010. All rights reserved. The copying, republication or redistribution of Reuters News Content, including by framing or similar means, is expressly prohibited without the prior written consent of Thomson Reuters.
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