Alexandra Zendrian Roge anticipates most consumer discretionary spending will go toward technology and education. Since consumers are addicted to their BlackBerrys and other electronic devices, an increase in income will likely feed that need. He also sees people spending more on their education as they look for jobs, plan for a job loss or become...Read More

David K. Randall “Some student loans have low interest rates relative to everything else,” says Ron Roge, a wealth manager in Bohemia, N.Y. The average student loan comes with a 10% interest rate, while credit card companies like Visa ( V – news – people ) andMasterCard ( MA – news – people ) often levy 15% or more in interest charges....Read More

David Serchuck Ronald Roge, founder of R. W. Roge & Company, says tech spending hasn’t really been hot since Microsoft launched its XP operating system back in 2001. He expects HP to be in a good position to benefit from this, courtesy of its $399 laptops. Cisco Systems ( CSCO – news – people ) will also have the...Read More

Daren Donda and Sarah Morgan Last Thursday, the ISM’s manufacturing index fell a bit short of expectations; it reflected growth, but at a slower rate than in August. According to Steven Roge, a portfolio manager at R.W. Roge & Company, the manufacturing index tends to be the more volatile than its sibling, so it’s reasonable...Read More

David Serchuk Ronald Roge, chairman of R. W. Roge & Company, agrees that while asset prices do get over- and underpriced, trying to time their mean reversion is a fool’s game. Part of this is because even if people intellectually understand that cycles can take years, emotionally it’s very hard to stay invested when what...Read More