Kent Mergler Quotes

We own L-3 because it's a good solid stock as opposed to being part of an industry theme play... The defense industry has the wind at its back now but most companies don't have the earnings consistency we're looking for.

- Kent Mergler

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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

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