by wilwutherich | Sep 2, 2026 |
Monthly Message For August, the Wutherich & Co. Composite was up 1.6%. The Wutherich & Company Composite eked out a small gain in August on the back of what were, mostly, strong quarterly results for the names in the portfolio. Total Energy Services (TOT-T)...
by wilwutherich | Sep 2, 2026 |
Monthly Message Happy August Long Weekend! For July, the Wutherich & Co. Composite was down 0.3%. This time of year, many Canadians are at their cottage/cabin on the lake. In this spirit, the Wutherich & Company Composite treaded water for July. For the time...
by wilwutherich | Jul 2, 2026 |
Monthly Message Happy Canada Day! For June, the Wutherich & Co. Composite was up 1.8%. The portfolio has been fairly steady over the last few months. Is AI a hit or miss? What is happening in Hormuz/Where are oil prices today? What are base metal prices doing? Are...
by wilwutherich | Jun 1, 2026 |
Monthly Message For May, the Wutherich & Co. Composite was up 3.0%. Most of our companies have reported their recent quarters in the last few weeks and, as expected, they are showing little immediate impact from global events. While there have been wobbles in some...
by wilwutherich | May 3, 2026 |
Monthly Message For April, the Wutherich & Co. Composite was up 3.8%. It’s a wild world but the Wutherich & Company Portfolio is holding steady. Though geopolitical chaos is on everyone’s mind, we are only seeing minor knock-on effects for our companies, for...
