25 Quotes by Kent Mergler

We're as curious as everybody else to see what happens when the new year starts.

If we can find a company with accelerating growth potential and a decent valuation then we're happy,

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,

We're in the period when everyone is trying to define what the future is. The perception of it changes on a daily basis.

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.

It doesn't pay to go to war with the world.

Most of the noise about the consumer stopping spending has been just noise. There hasn't been real evidence of it.

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.

The real strength in the market in 2003 was from small-cap and mostly busted companies. It was a huge sigh of relief that many unprofitable companies did not go out of business.