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Current Stats
Average Capital Gain
40.9%
Average Holding Period
2.4 Yrs
03/31/2001 to 03/31/2008
40.9%
Average Holding Period
2.4 Yrs
03/31/2001 to 03/31/2008
Six Years in Review
We published the sixth anniversary edition of the Rothery Report in early 2007 and we are pleased to say that we're still going strong. Over the past six years we earned our keep by uncovering some very profitable situations.
Our best performer in our first six years was Books-A-Million which we sold last June. We booked a capital gain of 606% on Books-A-Million and a total return of 626%. This year, Service moved up to take the number two spot with a capital gain of 374%. We are still hoping for good things from Service. If it hits our new high limit, we'll pick up a capital gain of 478%. Third place goes to Algoma Central which we sold in December for an average capital gain of 263% and an average total return of 279%. Following behind, Indigo Books & Music, our second book store, has gained 249%. Four stocks that we sold some time ago enjoyed profits in the hundreds. Toys 'R' Us climbed 158%, John B. Sanfilippo & Sons vaulted 149%, Circuit City helped investors with a 148% gain, and M.D.C. moved 123% higher.
| Top Rothery Report Capital Gainers | |||
| Company | Capital Gain | Years Held | Annualized Gain |
| Books-A-Million | 606% | 3.5 | 76% |
| Service | 374% | 4.7 | 39% |
| Algoma Central | 263% | 4.3 | 35% |
| Indigo | 249% | 4.5 | 32% |
| Lone Star Tech | 221% | 3.3 | 43% |
| Apple Computer | 213% | 2.2 | 67% |
| Toys 'R' Us | 158% | 1.7 | 76% |
| John B Sanfilippo | 149% | 0.8 | 210% |
| Circuit City | 148% | 2.7 | 41% |
| MDC | 123% | 2.1 | 45% |
Greatest hits are one thing, but how do we stack up overall? As previously reported, the average Rothery Report stock has provided capital gains of 51.5% since first being suggested and we've held our stocks for 2.3 years on average. Based on these two numbers, our annualized average capital gain comes in at a very robust 19.8% which is an improvement over last year's result. Add in dividends and our total returns would be a few percentage points higher.
We also like to keep an eye on our batting average. While we don't expect to hit a home run every time, we would be disappointed if too many of our picks fouled off. To date, over two thirds of our picks have shown positive capital gains and our batting average comes in at 0.677 or 67.7%. A good result but we'll try to do even better in the future. We hope that you'll join us as we hunt for undervalued stocks.
| About Legal | Contact Us |
A Dan Hallett and Associates Inc. publication. Norm Rothery, Ph.D., CFA, is the Chief Investment Strategist at Dan Hallett and Associates Inc. (DH&A) and the founder of StingyInvestor.com. DH&A is registered as Investment Counsel in the province of Ontario. Norm, DH&A, or related-parties may have an interest in the securities mentioned. More...