The Rothery Report got its start in the spring of 2001 as a deep-value
newsletter. It has grown and expanded since then. A single
subscription now provides access to 7 different digital newsletters
plus a weekly email letter.
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.
Canadian Value: September, November, January, March, May
U.S. Value: October, December, February, April, June
Market Musings: The first week of the quarter
Rothery News Weekly: Once a week
Stingy Stocks: October
Top 200: November
Top Dividend Stocks: October
Northern Dividends: December, June
The exact timing of each letter will vary depending on market
conditions, the time of the year, and on the unforeseen circumstances
that can make life both challenging and rewarding.
A few things we don't do
We do not automatically renew subscriptions.
We do not send renewal solicitations after a subscription ends.
We do not sell, or rent, our membership list to third parties or advertisers.
We do not offer individualized investment, or tax, advice.
| THE ROTHERY REPORT: one full year for $275.
|Canadian residents only, prices in Canadian dollars, HST not included
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.)
Residents of Canada will have GST/HST, depending on their province
of residency, added to their order.
Sorry, we currently accept orders only from Canadian residents.
Our prices are in Canadian dollars. Where applicable, a currency
conversion will be done automatically via PayPal at the PayPal
currency conversion rate.
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.
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.
If you have any inquiries please contact
Norm Rothery, CFA, PHD
16 Queen's Drive
Toronto, Ontario, Canada