Recent News

Adviser Looks Into His Crystal Newsletter

Joseph Mallia Ron Rogé, a financial adviser based in Bohemia, in his August newsletter lists a few positive things about personal and national finance. And to balance the bright side, he’s also got a list of “uncertainties.” His monthly musings for August are titled “Pandemic of Uncertainty.” Read More
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The Volatility Watch Continues

Sarah Morgan Corporate earnings have largely beaten expectations, but with earnings season over, investors are turning their attention to economic data, and it’s not encouraging, says Steven Roge, a portfolio manager at R.W. Roge & Company. Read More
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Deleveraging, Reregulation, and Temporary Mistakes

Ellen Kelleher Ron Roge, a financial adviser in the US and author of a popular investment column there, thinks the economic recovery will be a “slow process” marked by periods of “extreme volatility”. Read More
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Romick Holds Cash Like Klarman in ‘Free-Range Chicken’ Fund

Charles Stein “We like outsourcing the asset-allocation decision to someone who does a good job of it,” said Steven Roge, a portfolio manager at R.W. Roge & Co., and an investor in FPA Crescent. Roge, whose Bohemia, New York, firm oversees about $200 million, said Romick has shown he can handle the freedom. Read More
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Rising Tide Can’t Lift All Materials Stocks

Alexandra Zendrian R.W. Roge portfolio manager Steven Roge says investors shouldn’t invest in coal as the push toward alternative energy bodes better for natural gas and will create headwinds for coal electricity going forward. Read More
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Don’t Push Big Pharma Off A Cliff Just Yet

Jeff Benjamin “There are some midtier biotech firms with terrific pipelines,” said Steven Roge, a portfolio manager with R.W. Roge & Co. Inc., which has $200 million under management. For example, he estimates Genzym’s fair-value price to be about $55, or about $5 above its current share price. “A larger company might pay $70 or...
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Damn the Dividend, BP’s Still a Buy

Alexandra Zendrian Ron Roge (R.W. Roge & Co. CEO): BP stock shot up on the rumor that they would cut their dividend. So it looks like the investment community is happy about them saving some extra cash until it can be determined what BP’s ultimate liabilities will be. That may take some time to determine....
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Gissen, Roge, Litman/Gregory Win Attention

Sean Hanna R.W. Roge & Co is a Bohemia, New York based RIA run by Ron Roge.  He uses the fund for friends and family of current clients who do not yet have the assets to use the firms wealth management services.  Roge Partners has $11 million in AIM.  So far this year the fund...
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Funds of Their Very Own

Sarah E. Needleman Ron Roge, a wealth manager in Bohemia, N.Y., set up Roge Partners Fund in 2004 to provide an affordable investment opportunity for friends and family of R.W. Roge & Co. clients who otherwise don’t have enough assets to qualify for the firm’s services. “Eventually we hope they become wealth-management clients,” Mr. Roge says....
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