THE ROTHERY REPORT
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Introduction

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.

Core Reports

Canadian Value focuses on a diverse selection of Canadian value stocks. The monthly 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, the monthly 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 yield offered by bonds, and more.

The Rothery News Weekly helps to bring it all together. It highlights news concerning Rothery Report stocks, links to interesting investing articles, 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.

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.

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.

Publication Schedule

Canadian Value: The third week of the month.
U.S. Value: The fourth week of the month.
Market Musings: The first week of the quarter.
Rothery News Weekly: Usually Monday.
Stingy Stocks: Early October.
Defensive Stocks: Early December.
Northern Dividends: Early January.

The Canadian Value and U.S. Value letters are published ten months a year from September to 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.



Subscribe Today!

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 Item 
      THE ROTHERY REPORT for 1 full year.
$299 + Tax 

The Rothery Report is temporarily closed to new subscribers. If you would like to be put on the waiting list for a spot to open up, please send us an email.

If you have ever subscribed before, you can still renew your subscription. Just send us an email and we'll point you in the right direction.

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.)

Taxes

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.

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

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.

Questions?

If you have any inquiries please contact

Norm Rothery, CFA, PHD
416-243-9580
info@ndir.com
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...