Introduction The Rothery Report got its start in the spring of 2001 as a deep-value newsletter. It grew and expanded over the years and is now settling into a passion project. The report leans on quantitative methods, screening, and other areas that Norm enjoys. On the other hand, it is light on market commentary, qualitative considerations, and detailed discussion of individual stocks that he find to be not as useful. Here's an overview of what comes with a subscription but there will be additions, modifications, and deletions along the way. Reports & Letters Stingy Stocks provides an annual update to Norm's popular value screen that seeks bargains from within the S&P 500, which has been running for more than two decades. As an extra bonus, it also highlights Canadian stocks in the S&P/TSX Composite index that pass muster. The Top 200 evaluates the largest 200 stocks in Canada each year for their value and growth appeal. It follows a method that ran with a great deal of success for almost two decades in MoneySense Magazine. Top Dividend Stocks evaluates the largest 100 dividend-paying stocks in Canada for their yield, reliability, and value. It is a yearly continuation the dividend portfolio that first appeared in MoneySense Magazine in 2007. Northern Dividends focuses on Canadian dividend stocks for more conservative equity investors. It seeks out reasonably-priced stocks with generous shareholder yields that have a history of growing their dividends. Canadian Value combines classic value investing strategies to find a short list of Canadian companies trading at bargain prices. U.S. Value combines classic value investing strategies to find a short list of U.S. companies trading at bargain prices. The Rothery News provides news and links to interesting investing articles, screens, and more. These letters and reports are supplemented with others that tickle Norm's fancy from time to time. Publication Schedule Stingy Stocks: September Top Dividend Stocks: October Top 200: November Northern Dividends: December, June U.S. Value: February, May, August, November Canadian Value: March, June, September, December Rothery News: Bimonthly with pauses for other reports The timing of each letter will vary depending on market conditions, the time of year, and on the unforeseen circumstances that can make life both challenging and rewarding. A few things we don't do We do not sell, or rent, our membership list to third parties or advertisers. We do not offer investment, or tax, advice. The portfolios I run regularly for the Globe & Mail are found there and are not available via a subscription to the Rothery Report. Subscribe Today!

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THE ROTHERY REPORT: one year for $250

Canadian residents outside Quebec only*, prices in Canadian dollars, HST not included

Payment Options Interac e-Transfer is my preferred method. If you'd like to use it, send me an email while letting me know your province of residency and I'll send you the details. I'd also be happy to accept payments by credit card / PayPal via the button below. The Process When you hit the "Buy Now" button, you'll head off to the PayPal website where you'll be asked for your credit card info or PayPal account. Once you pay, you'll be brought back to this website and your order will be confirmed. We'll then manually activate your account which may take a few days. So, please be patient. Your subscription will start once we activate your account and it will last for a year from that point. Be sure to include the email address you want us to use. If the email address you give PayPal bounces, we won't be able to sign you up! (In this sad event, we'll automatically provide a full refund.) Taxes Residents of Canada will have GST/HST, depending on their province of residency, added to their order. (GST #877807107) * We accept orders from Canadian residents outside Quebec. (Alas, we're not doing business with residents of Quebec due to the impact of Bill 96. Simply put, it would be unduly onerous to translate all of our publications into French at this time.) Currency Conversion Our prices are in Canadian dollars. Where applicable, a currency conversion will be done automatically via PayPal at the PayPal currency conversion rate. Money-back guarantee If at any time you are dissatisfied, we will send you a full refund for the unexpired months remaining in your subscription. No questions asked - other than where to send the cheque. To avoid abuse, if you subscribe again after previously receiving a refund we reserve the right to decline a subsequent refund. Special Note By completing your order, you accept these conditions. We reserve the right to decline subscriptions. By subscribing you give us permission to send you emails, which represent a very large component of the service. Questions? If you have any inquiries please contact Norm