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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. 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 alert service.)

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 each quarter.

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.

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      THE ROTHERY REPORT for 1 full year.
$295 + Tax 

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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.)


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.

Currency Conversion

While our prices are in Canadian dollars, the 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.

Publication Schedule

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
GST #877807107

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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...