Over the school holidays, we usually have one or more of our staff’s children visiting the office. It’s really fun to have them spend the day with us and during lunch time we have some terrific conversations and find out what is “happening” in their lives. Our most recent visitor, Anthony Cappa, Jr., dropped by...Read More

Alexandra Zendrian R.W. Roge & Co. Chief Executive Officer Ron Roge agrees. “It’s a government-owned entity being held together in the hope that the taxpayers will be paid back someday,” he says. Read MoreRead More

Alexandra Zendrian Since Citi has some changes to make and some financial catching up to do, this stock might be an investment for patient investors only. “The stock price can remain low longer than most investors are willing to wait,” says R.W. Roge & Co. Chief Executive Ron Roge. Read MoreRead More

Alexandra Zendrian R.W. Roge & Co. Chief Executive Officer Ron Roge sees Goldman performing well this year because the firm is, “creative and flexible in avoiding any new financial regulatory roadblocks that may come out of the new financial regulatory reform bill.” Read MoreRead More

Charles Stein Steven Roge, who buys mutual funds for clients, said the ballooning of Heebner’s assets in 2008, when CGM Focus had net deposits of $3.3 billion through August after soaring 80 percent the previous year, convinced him there were better places to invest. “When a fund attracts assets that quickly, we worry about a...Read More

Michael Arndt Polo Ralph Lauren’s same-store sales are up, and its net income increased 6% in the quarter ended Dec. 26. An impressive showing, but Steven M. Rogé, a portfolio manager of R.W. Rogé & Co., says the stock is too expensive now. At 79, it trades at about 17 times trailing 12-month earnings. Rogé...Read More

Ben Steverman Size is an advantage in the food business, where economies of scale can be significant, says Steven Rogé, portfolio manager at R.W. Rogé & Co. Size also helps a company negotiate with giant retailers and suppliers. “In an age when you’re trying to sell to the Wal-Marts (WMT) of the world, you need...Read More