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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.

Core Reports

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 picks.

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 prices.

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, and more.

Bonus Reports

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 dividends.

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 Magazine.

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.

Publication Schedule

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 Report.

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The Rothery Report is currently closed to new subscribers.

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The Process

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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

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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.


If you have any inquiries please contact Norm

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Disclaimers: Consult with a qualified investment advisor before trading. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, financial advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. More...