The Rothery Report got its start in the spring of 2001 as a deep-value
newsletter. It has grown and expanded since then. Here's an overview
of what you'll get with your subscription.
Canadian Value focuses on a diverse selection of Canadian value
stocks. The letter includes the sort of deep value stocks
that Benjamin Graham would have loved, the long-term compounders
preferred by Warren Buffett, and more quantitatively-inspired
U.S. Value is the twin of the Canadian Value letter and applies
similar techniques to the U.S. market. That is, it combines classic
value investing strategies to find U.S. companies trading at bargain
Market Musings takes a top down look at the markets each
quarter from the value point of view. It investigates index returns,
stock market valuation, the yields offered by bonds, and more.
The Rothery News Weekly helps to bring it all together. It
highlights news and links to interesting investing articles, screens,
Stingy Stocks provides an update of Norm's popular value
screen that seeks bargains from within the S&P 500. As an extra
bonus, it also highlights Canadian stocks in the S&P/TSX Composite
index that pass muster.
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
The Top 200 evaluates the largest 200 stocks in Canada for
their value and growth appeal. It follows a method that ran with a
great deal of success for over a decade in MoneySense
Top Dividend Stocks evaluates the largest 100 dividend-paying
stocks in Canada for their yield, reliability, and value. It is a
continuation the dividend portfolio that Norm first published in
MoneySense Magazine in 2007.
U.S. Value: February, May, August, November
Canadian Value: March, June, September, December
Market Musings: January, April, July, October
Rothery News Weekly: Once a week with a few breaks
Stingy Stocks: September
Top Dividend Stocks: October
Top 200: November
Northern Dividends: December, June
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 provide updates to the portfolios published by the Globe and Mail.
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
| THE ROTHERY REPORT: one year for $350
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to the impact of Bill 96. Simply put, it would be unduly onerous to
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If you have any inquiries please contact Norm