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Kraft: is Cadbury the Missing Global Ingredient?

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...
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Philosophy Meets Finance In Adviser’s Book

Peter King You might expect a financial adviser to say that the last week of the decade is a good time to count your money. Ron Rogé believes it is an even better time to count your blessings. Rogé, chairman and chief executive of R.W. Rogé & Co., a Bohemia-based investment advisory firm, is the co-author...
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OWNing Oprah

Alexandra Zendrian “Maybe Oprah leaving is another nail in the coffin of the networks,” says Ron Roge, chief executive officer of R.W. Roge & Co. “Cable has proven its creativity by producing more of its own programming,” he adds. Read More
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Avoid Reverse Mortgages

Alexandra Zendrian “A reverse mortgage is an expensive way to enable one to tap an asset of last resort–their home,” says Ron Roge, chief executive officer of R.W. Roge & Co. He adds that it should be for people who have exhausted all of their other options and want to remain in their homes for...
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GE Without “30 Rock”

Alexandra Zendrian Roge agrees, but cautions investors that they shouldn’t purchase GE under the illusion that it will offer instant diversification. While the company is well diversified, Roge says, it doesn’t offer complete diversification. Read More
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A Kindle, Gentler Nation

Alexandra Zendrian Ronald Roge, chief executive officer of R.W. Roge & Co., agrees. “It is really an instrument of creative destruction. Out with the old books and newspapers and in with the new e-ink,” he says. Read More
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On Black Friday Sales 2009, Can Amazon Compete With Wal-Mart?

David Grant “It all depends on how deeply Wal-Mart wants to cut prices. It’s kinda throwing the ball up in the air in terms of Wal-Mart and seeing how it trickles down to the other retailers,” says Steven Rogé, portfolio manager at R.W. Rogé & Co., a financial-management firm in Bohemia, NY. Read More
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Unemployment Up Again

Alexandra Zendrian Ron Roge, chief executive officer of R.W. Roge & Co., agrees that investors shouldn’t read too much into the unemployment numbers. These numbers won’t likely improve soon, as employers will first try to replace their lost workforce with technology and then hire temporary workers before hiring employees full-time. Read More
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Renting From Fannie Mae

Alexandra Zendrian Roge says the housing crisis is a 10-year cycle and we’re in the fourth year of it. “Housing has lost about 30% to 35% of its value and we may have another 5% to go before we see a real bottom,” he says. That bottom may come next year and could last for...
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