Kent Mergler
Kent Mergler
companies figure money near people prospect trading
I can't figure out why people want to own unprofitable companies with no prospect of making money in the near future. That's just trading paper,
environment people smoke
In this environment people are scared. When there's smoke you just run.
problem sure technology
I'm not sure that the problem is with technology,
buy carefully consistent likely pull ready seems soon tech trigger watching whoever
At this point, we're watching tech carefully but we are not ready to pull the trigger yet and buy more with this volatility, ... What seems to be consistent is that whoever just went up is likely to get clocked soon afterward.
companies confidence consistent degree high network
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.
assuming case higher problems risk seen willing worse
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.
continue influenced market recession rest selective stocks tech
The whole market will continue to be influenced by the war. For the most part, the tech stocks are still in a significant recession than the rest of the economy. It's going to be selective stocks that are going to be leaders.
environment favor growing larger quality return stable
Once you get a more stable environment with a consistently growing economy, that would favor a better return for larger quality names.
company extremely full gray hairs high less portfolio quality sticks type
This is an extremely high quality company that's well managed and sticks to its knitting. Fundamentally, it has just been beautiful. If you can have a portfolio full of this type of stock, you'd have a lot less gray hairs
consider core expect expensive stock
The stock is expensive but you'd expect it to be expensive. We consider it a core holding.
company decent growth potential
If we can find a company with accelerating growth potential and a decent valuation then we're happy,
flows investors negative seem side upside
Investors had overreacted on the negative side for some of the better companies, ... We seem to be going through these ebbs and flows of overreacting on the upside then overreacting on the downside.
buy guess investor vulture
I guess you'd be a vulture investor if you buy now.
bath bed beyond cleanest extremely fewest outlook question unique
Bed Bath and Beyond has the cleanest outlook with the fewest question marks. It is a unique retailer that's done extremely well on execution.