25 Quotes by Kent Mergler

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.

This suit has been about placating competitors, not benefiting consumers.

When you are selling a $20,000 item, it's not unusual to have financing arm,

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.

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.

The stock is expensive but you'd expect it to be expensive. We consider it a core holding.

Once you get a more stable environment with a consistently growing economy, that would favor a better return for larger quality names.

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

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.