Articles By Norm Rothery:

Bonds

Making long-term return forecasts

Everyone wants to know, with some certainty, how the market is going to perform. Norm Rothery applies his logic...

Making long-term return forecasts

Columns

Is Home Capital a buy?

Norm Rothery examines the merits of this one-time All-Star stock after the mortgage lender's rapid fall from grace

Is Home Capital a buy?

Columns

An update on the Hot Potato

Who says Couch Potato portfolios are boring? Norm Rothery's spicy twist on the popular strategy has been effective, but...

An update on the Hot Potato

Columns

A dividend growth downer

Investors love their dividend stocks, but a new study suggests we've been calculating dividend growth all wrong

A dividend growth downer
ben graham centre

Columns

Fairfax Valu-palooza

Why serious value investors look forward to this week every year. Plus, this week's Climbing CATS

Fairfax Valu-palooza
investor behaviour

Investing

Bad behaviour or bad math?

A popular research study on investor behaviour comes under attack. Plus a look at the latest Safer Canadian Dogs...

Bad behaviour or bad math?
thrifty stocks

Investing

A new strategy to identify cheap and thrifty stocks

Norm Rothery introduces a new stock screen that blends momentum and value strategies. It's a good starting point for...

A new strategy to identify cheap and thrifty stocks
rate of return

Columns

Do you understand your personalized rate of return?

There is a big difference between time-weighted and money-weighted returns. Confusing the two can lead to vastly different perceptions...

Do you understand your personalized rate of return?
investors

Columns

The real enemy of investment returns

Pundits say the Feds might boost capital gains tax rates this year

The real enemy of investment returns