David Serchuk and Alexandra Zendrian Who better than Steve Jobs to pull this off? Introduction of the tablet should create some excitement, but as Ross Perot liked to say, “the devil is in the details.”Read More
Alexandra Zendrian Increased sales might not translate into increased profits for discounters, says Ron Roge, chief executive of R.W. Roge & Co. “I am cautious about the very aggressive discounting that may have been the driver behind those numbers,” he says. Read MoreRead More
Morgan Brennan Ronald Roge, chief executive officer of R. W. Rogé & Company, Inc., suggests that for long-term investment, REITS could prove to be a safe and easy way to get involved. With REITs, an investor can buy shares on an open exchange or invest in a real estate focused mutual fund, partaking in a...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
