Julianne Pepitone Steven Rogé, portfolio manager at R. W. Rogé & Company, is more cautious. “Some investors are forward-looking, saying the picture is not as dire as it was,” Rogé said. “But at the same time a lot of money managers are still looking in the rearview mirror at lagging indicators like unemployment.” Read MoreRead More

Alexandra Zendrian “It is also about moving raw materials and finished goods,” says Ron Roge, chief executive officer of R.W. Roge & Co., as more factories will be producing goods in the recovery. Read MoreRead More