Kent Mergler Quotes

I'm not sure that the problem is with technology.

- Kent Mergler

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Problem | Technology |

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Some of the worst companies have been the best performers. But a lot of the recovery in the poorer-quality companies was just relief that they survived. We're finally starting to see some better action in the higher-quality names. - Kent Mergler

The strongest segments of the market are healthcare, financials and consumer discretionary. We do think there's more upside there. - Kent Mergler

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