David Serchuck Ronald Roge, founder of R. W. Roge & Company, says tech spending hasn’t really been hot since Microsoft launched its XP operating system back in 2001. He expects HP to be in a good position to benefit from this, courtesy of its $399 laptops. Cisco Systems ( CSCO – news – people ) will also have the...Read More

Daren Donda and Sarah Morgan Last Thursday, the ISM’s manufacturing index fell a bit short of expectations; it reflected growth, but at a slower rate than in August. According to Steven Roge, a portfolio manager at R.W. Roge & Company, the manufacturing index tends to be the more volatile than its sibling, so it’s reasonable...Read More

David Serchuk Ronald Roge, chairman of R. W. Roge & Company, agrees that while asset prices do get over- and underpriced, trying to time their mean reversion is a fool’s game. Part of this is because even if people intellectually understand that cycles can take years, emotionally it’s very hard to stay invested when what...Read More