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The Rothery Report

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 quarterly digital newsletters (all based on different value-investing themes) 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 a quarterly 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.

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.

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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.

Stocks fluctuate

When investing in stocks, good results can not be guaranteed. Indeed, we've made mistakes in the past and expect to lose money on some investments in the future. Naturally, we try to minimize losses and maximize gains but this happy result can not guaranteed.

Make sure that any investment is right for you

Always think for yourself and do your own due diligence before trading. Many investors have special limitations that make some investments unsuitable for them. So, make sure that any investment is right for you and talk to your professional investment adviser before trading.

I hasten to add that some people should avoid investing in the stock market entirely. For instance, debt-laden individuals should think about repaying their debts before diving into the market.

Some small print

The securities mentioned by this service are not appropriate for all investors. Consult your professional investment adviser before making any investment decision. While reasonable effort is made to ensure the accuracy of the information and data used, accuracy can not be guaranteed. Past performance is not a good predictor of future performance. The performance and returns shown are unaudited. Results are not guaranteed and we assume no liability whatsoever for any losses that may occur. No compensation for suggesting particular securities is solicited or accepted. The information contained in the service.s newsletters, emails, website, and other forms of media is intended for informational purposes only and should not be considered to be, nor does it constitute, investment advice or recommendations. Investing in stocks is risky and may result in substantial losses. been warned.

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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...