Norman Rothery

Norman Rothery

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Norman Rothery, PhD, CFA, is a prominent figure in the investment community, known for founding StingyInvestor.com, a platform dedicated to providing insights into value investing. With a strong academic background and extensive experience in finance, Rothery specializes in developing investment strategies that prioritize long-term capital gains. His recent work has highlighted the performance of innovative stock portfolios, such as the 'lemonade portfolio,' which blends momentum and value investing to achieve impressive returns compared to traditional market indices.

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Recent news mentions

Norman Rothery is the founder of StingyInvestor.com.

The Globe’s 20 best dividend-paying stocks of the year
The Globe and Mail·CanadaCanada· 2026-02-22
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Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

Unsettled by current events? Take comfort in these stable dividends
The Globe and Mail·CanadaCanada· 2026-01-19
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Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

The Globe 250: Our guide to the 20 Megastars of the TSX
The Globe and Mail·CanadaCanada· 2025-12-19
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Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

The Globe 250: Our guide to the top stocks in Canada
The Globe and Mail·CanadaCanada· 2025-12-19
8.0

Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

Portfolios for bargain and dividend investors to consider
The Globe and Mail·CanadaCanada· 2025-12-01
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Columnist Norman Rothery warns that many retirees forget to factor in inflation when planning withdrawals.

Expect a smaller increase to your CPP payments next year
The Globe and Mail·CanadaCanada· 2025-10-19
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Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

Thrill-seeking investors, beware of the downside risks of these stocks
The Globe and Mail·CanadaCanada· 2025-08-26
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Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

What’s the best measure of a quality of a stock?
The Globe and Mail·CanadaCanada· 2025-07-29
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Norman Rothery is the founder of StingyInvestor.com.

Weather market storms with these stable dividend stocks
The Globe and Mail·CanadaCanada· 2025-07-15
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Also mentioned
Evan Buhler
Evan Buhler

Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

Rothery: Portfolios for value and dividend investors
The Globe and Mail·CanadaCanada· 2025-06-02
8.0

He is the founder of StingyInvestor.com.

What’s the best way to identify a blue-chip stock?
The Globe and Mail·CanadaCanada· 2025-06-01
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Also mentioned
Robert Novy Marx
Robert Novy Marx

Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

Norman Rothery: Canadian portfolios to consider
The Globe and Mail·CanadaCanada· 2025-05-05
8.0

Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

Every investor should diversify. Yes, even you
The Globe and Mail·CanadaCanada· 2025-05-04
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Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

This momentum-based portfolio says it’s time to buy Canadian
The Globe and Mail·CanadaCanada· 2025-04-07
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Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

Worried about the markets? Find comfort in this Stable Dividend portfolio
The Globe and Mail·CanadaCanada· 2025-03-25
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Norman Rothery is the founder of StingyInvestor.com and shares insights on investment strategies.

What withdrawal rate is safe for retirees? Lessons from after the internet bubble
The Globe and Mail·CanadaCanada· 2025-02-23
7.0

Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

Meet the All-Stars: The 20 best dividend-paying stocks for 2025
The Globe and Mail·CanadaCanada· 2025-02-22
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Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

Norman Rothery: Canadian portfolios to ponder
The Globe and Mail·CanadaCanada· 2025-02-10
8.0

Norman Rothery, PhD, CFA, is the founder of StingyInvestor.com.

Looking for stocks that blend momentum and value? Sip on the lemonade portfolio
The Globe and Mail·CanadaCanada· 2025-02-09
9.0