William Taylor

GE: Betting on a Global Growth Story

Well, I have sold most of what I call the "lumbering giants", including GE. I like the business they are in and I now like their focus but what gets me is the size and layers of management. When you get that big management is more interested in protecting themselves and being defensive than in getting ahead. I want to own GE again but I just can't pull the trigger. I'll go with high growth hungry companies first.