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Value Investing

Dividend, Growth, Index and Value portfolio strategies
exclusively for Globe Unlimited subscribers.

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Meet Value Investor Norman Rothery

Latest Columns

These five stocks have cut their dividends, but score tops in value

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Building sandcastles on the shore brings back fond childhood memories.

The challenge was to get them set up before the waves came in. But it was only a matter of time before the monuments to impermanence were washed away and then rebuilt again the next sunny day.

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Ride out market tempests with a balanced portfolio

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

The market is perched atop a sand dune next to the sea and waves are lapping at its base. There are some big storms on the horizon and it might not take much for it to collapse.

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Time for storm windows on your portfolio?

NORMAN ROTHERY

A great storm recently blew through Toronto and took one of our trees with it. The young Kentucky coffee tree proved to be no match for the wind and the rain. After a fateful gust, it split down the middle, grabbed hold of my neighbour’s power line and tumbled to the ground.

Another storm is brewing that could be more dangerous because it’s headed toward the market. Early gusts have already knocked down Greece and Puerto Rico. Both had been previously weakened by mismanagement, economic hardship and high debt levels.

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Timing strategies for value investors: A risky business at the best of times

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

A band of swashbuckling accountants took a wrong turn and sailed right off the edge of the world in the Monty Python movie The Meaning of Life. If some value investors are right, a similar fate is in store for North American stocks.

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Why value investing is far from dead

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

‘Bring out your dead!” is the corpse collector’s refrain at the start of a classic scene in Monty Python and the Holy Grail. In the movie, the collector encounters a customer who wants to dispose of a body that’s, well, not quite dead yet.

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Momentum investing strategies hold weight worldwide

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Momentum is one of the biggest and most omnipresent forces in financial markets. Its fingerprints can be found in stock returns, across geographies and between asset classes.

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Is your asset allocation a bit askew? Relax

NORMAN ROTHERY

Investors should think twice before rebalancing their portfolios because the costs of doing so can easily exceed the benefits.

To illustrate, I’m going to focus on a simple, balanced portfolio that’s split equally between Canadian bonds, Canadian stocks, U.S. stocks and international stocks.

(You can easily construct a low-cost portfolio that tracks this asset allocation using the similarly named e-series of index funds from TD Bank.)

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The next generation of value investors: No slouches here

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

To the youth of today, Ferris Bueller’s Day Off is a movie from a bygone age. But the ’80s hit came back to me when I saw three teams of MBA students advising investors to “skip” a little-known company with a name reminiscent of the movie’s main character.

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Rock stars of value investing set to gather in Toronto for Fairfax meeting

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Travel to downtown Toronto and you’ll notice a forest of new condo towers along the way. Their numbers are a testament to the city’s real estate boom that has drawn in speculators from around the world.

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How to find long-term dogs ready for a rebound

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here. For more Strategy Lab columns, visit tgam.ca/strategy-lab

Looking for gold in the stock market is often easier said than done.

But sometimes stocks fall down a deep hole and enterprising investors can scoop them up near the bottom.

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Why joining the Dow is a bearish signal for Apple

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here. For more Strategy Lab columns, visit tgam.ca/strategy-lab

Dashing for the last train of the night after dawdling too long is risky. Do it too often and chances are one day you’ll arrive at the platform just as the train pulls away from the station.

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Learn from Buffett, but that doesn’t mean investing in Berkshire

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here. For more Strategy Lab columns, visit tgam.ca/strategy-lab

Value investors are thinking about lives well lived this week. They’re looking forward to reading what Warren Buffett and Charlie Munger have to say about Berkshire Hathaway’s next 50 years. At the same time, they’re celebrating the life of Irving Kahn who gave Methuselah a run for his money.

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Rummaging through the stock bargain bin

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Value investors like to buy discounted stocks and they spend their days rooting through the market’s half-off bin. But they have to be wary because, much like dollar-store specials, the bargains can be illusory.

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On Wall Street, investing in the biggest can be the best strategy

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

The hullabaloo over economic inequality has plagued the Wodehousian class for some time. But, in an even bigger blow to the upper crust, it turns out that many Canadians are actually budding Berties.

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Playing big-bank fantasy portfolio highlights stock-picking difficulties

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Last year, I challenged readers to pick the best, and the worst, big Canadian bank to buy in 2014. With only six of them to choose from, it seemed like a simple task. But no one got it quite right.

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A wise resolution? Check out low-fee balanced funds

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

The start of a new year inspires many of us to make resolutions. If you’re like me, you might want to lose a little weight – or perhaps a lot of it. Others might dream of running a marathon or finding a better job. All are laudable goals.

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Low oil prices could chill prospects for this Canadian bank

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

As winter descends on Canada, the good people of Alberta face bitter prospects. Matters are so frosty that provincial politicians are climbing into bed with one another in an effort to warm up before the party stops.

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Author aims to nudge cautious millennials toward investing

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Getting a good education opens up many doors. But even after years of schooling, too many people know little about the financial markets and investing, which is a real shame.

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High-flying Fairfax is poised for more positive momentum

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

The holiday season is fast approaching and with it comes the traditional roast beef dinner. I’m already salivating at the thought of chowing down on a slab of beef smothered with eye-wateringly hot horseradish.

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Cloning Warren Buffett’s picks pays off for portfolio manager

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Adventuresome souls who like to eat at new restaurants will eventually run into a dud. I still have bad memories of a trip to a pricey place in Toronto, which served such tiny morsels of French cuisine that I was not satiated after a multicourse meal. Thankfully, a nearby Italian pizzeria provided real food at a fraction of the cost.

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Where to find bargains in the dark corners of the stock market

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Warren Buffett bought a basket of cheap South Korean stocks about a decade ago. In doing so, he put the country on the map for North American value investors and a few of them have followed his lead.

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The revenge of the market's castoffs: Cigar-butt stocks get last laugh

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Carl Icahn is trying to squeeze a little more juice out of Apple. Late this week, he released what amounted to a love letter extolling the virtues of the company and urging it to repurchase more of its stock.

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Deep-value stocks are scarce, but they can still be found

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

Deep-value investing is a powerful way to beat the market, but deep-value stocks are an endangered species in the U.S., according to money manager Patrick O’Shaughnessy. The situation north of the border is similar. But, thankfully, there are still some bargains to be found.

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There’s no shame in migrating to low-cost index funds

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

I enjoyed chatting with a group of investors from the Financial Wisdom Forum recently. Over drinks, we quickly got to telling tall-tales about life’s more colourful moments. But I’ll spare you the details of a dog’s unfortunate encounter with a septic tank.

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‘Net-net’ stocks: A timeless value strategy – but pickings are slim

NORMAN ROTHERY

Norman Rothery is the value investor for Globe Investor’s Strategy Lab. Follow his contributions here and view his model portfolio here.

The summer was cool and rainy in cottage country this year. The weather had me huddling by the fire at a cottage on Georgian Bay near Lion’s Head, Ont. But the conditions were perfect for sipping hot chocolate and reading.

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Welcome to Strategy Lab


Exclusively for subscribers of Globe Unlimited, Strategy Lab provides four investment strategies from investment experts: Dividend Stocks from John Heinzl, Growth Stocks from Chris Umiastowski, Index Investing from Andrew Hallam and Value Stocks from Norman Rothery. Whatever strategy you favour, Strategy Lab will give subscribers ideas and inspirations for their own investments.

About Norman Rothery

Strategy Lab Video