Monthly Message For November, the Wutherich & Co. Composite was up 1.5%. During the month, we received cash and shares in Sunoco Corp LLC (SUNC-N) for our Parkland Corp. (PKI-T) position. SUNC in turn owns shares in Sunoco LP (SUN-N), one of the world’s largest...

Monthly Message For October, the Wutherich & Co. Composite was up 0.7%. The lumbering continues with the Wutherich & Co. Composite eking out another small gain. Only this time, the markets have slowed down also. The extraordinary gains of the Materials Sector...

Monthly Message For September, the Wutherich & Co. Composite was up 0.6%. The portfolio has been lumbering along this year, in contrast to the spritely gains of the overall Canadian market. The key difference? We have no Gold or Base Metal stocks. We haven’t...

Monthly Message For August, the Wutherich & Co. Composite was up 2.6%. Most of our companies have reported their most recent quarters and, with one exception, the results have been very strong. While tariffs and geopolitics are casting a shadow over everything,...

Monthly Message For June, the Wutherich & Co. Composite was up 5.1%. The snapback has continued for now. Whither? We certainly don’t know but are glad to own companies in the portfolio that are showing great resilience to the macro and geopolitical uncertainty in...

Monthly Message For May, the Wutherich & Co. Composite was up 9.2%. Reprieve from Trump Chaos 2.0? Temporary or lasting? We don’t know. We focus on the health of our individual holdings. Given that many of them have just reported their most recent quarters, we...

Monthly Message For April, the Wutherich & Co. Composite was down 1.2%. The ferocity of Trump Chaos 2.0 abated somewhat in April, lessening its blow on the Wutherich & Co. Composite and the markets in general.  Wil is travelling in early May. We’ll be back...

Monthly Message For March, the Wutherich & Co. Composite was down 4.4%. Trump Chaos 2.0 plays on. During February and March, we reviewed all our names in detail as they reported their most recent quarters. While some are struggling, the bulk of them are doing very...

Monthly Message For February, the Wutherich & Co. Composite was down 7.0%. Trump Chaos 2.0 continues to weigh on our portfolio and the markets in general. Trump Tariffs and his geo-political hijinks are creating intense uncertainty and discomfort amongst investors...

Monthly Message For January, the Wutherich & Co. Composite was down 1.4%. Trump Chaos 2.0 is starting to roll through the markets. For now, it is in the form of Trump Tariffs. While much of the portfolio has relatively little direct exposure to these, several of...