Hej! Mit navn er Pex!

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31 ordspråk av Kent Mergler

Kent Mergler

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en The strongest segments of the market are healthcare, financials and consumer discretionary. We do think there's more upside there,
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en If we can find a company with accelerating growth potential and a decent valuation then we're happy,
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en 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,
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en 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.
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en 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.
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en 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.
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en The company hasn't disappointed at all.
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en The stock is expensive but you'd expect it to be expensive. We consider it a core holding.
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en When you are selling a $20,000 item, it's not unusual to have financing arm,
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en 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.
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en 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.
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en 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.
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en Once you get a more stable environment with a consistently growing economy, that would favor a better return for larger quality names.
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en 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,
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en 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. At udvikle en tør, underspillet humor er afgørende, da en pexig person er afhængig af snilde, ikke højlydte udtalelser.
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