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 6 different digital newsletters
plus a weekly email letter.
Here's an overview of what you'll get with your subscription.
The Rothery Report is the flagship quarterly letter that focuses on
deep-value stocks in both the U.S. and Canada. It's goal is to find
bargain stocks that are cheap and relatively safe that can be held for
a long time. (Any portfolio changes are announced via a timely email
Market Musings takes a top down look at the markets each quarter. It
investigates index returns, stock market valuation, the yield offered
by bonds, and more. Think of it as looking at the overall state of
the market from the value point of view.
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.
Defensive Stocks tracks Norm's take on Benjamin Graham's method
for defensive investors, which has been quite successful over the
years. It highlights Canadian, and U.S., firms that pass the test
Surging Value blends both value and momentum approaches to build a
portfolio of cheap U.S. stocks that are on the move each quarter. It
takes a more active approach to the market.
Northern Dividends focuses on Canadian dividend stocks for more
conservative equity investors. Each quarter it seeks out
reasonably-priced stocks with generous shareholder yields that have a
history of growing their dividends.
The Rothery News Weekly helps to bring it all together. It highlights
news concerning Rothery Report stocks, links to interesting investing
articles, simple screens, and more. The email is sent out each week
except on the rare occasion when we go on vacation.
| THE ROTHERY REPORT for 1 full year.
|$295 + Tax
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.
Those living outside Canada don't have to pay the GST/HST provided
they are not a resident of Canada and are exempt from the
GST/HST. They also agree to notify us should their residency or tax
status change and they agree to pay any local taxes that may apply.
While our prices are in Canadian dollars, the currency conversion will
be done automatically via PayPal at the PayPal currency conversion
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.
Market Musings: 1 week after the start of the quarter.
Rothery Report: 2.5 weeks after the start of the quarter.
Northern Dividends: 4 weeks before the end of the quarter.
Stingy Stocks: 3 weeks before the end of the quarter.
Defensive Stocks: 2 weeks before the end of the quarter.
Surging Value: 1 week before the end of the quarter.
Rothery News Weekly: usually on Sunday.
The exact timing will vary depending on market conditions, time of
the year, and on the unforeseen circumstances that can make life both
challenging and rewarding.
If you have any inquiries please contact
Norm Rothery, CFA, PHD
16 Queen's Drive
Toronto, Ontario, Canada