Kent Mergler Quotes

We are not heavily invested in tech and are not likely to be so until we see fundamental progress. We've always selected companies with strong earnings growth and most technology companies don't have that at this point.

- Kent Mergler

Tags

Heavily | Invested | Tech | Fundamental | Progress |

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The two companies are similar, but Symantec has been a more consistent performer. I just do not have a high degree of confidence in Network Associates. - Kent Mergler

The whole market is in the doldrums waiting for something, probably some sort of movement on Iraq. And it's year end, too, so there's probably a lot of tax-loss selling going on. - Kent Mergler

Assuming the problems are no worse than what we've seen to date, you can make a case for a recovery. But that's a higher risk than we're willing to take. - Kent Mergler