by wilwutherich | Feb 2, 2026 |
Monthly Message January, the Wutherich & Co. Composite was up 5.6%. The Wutherich & Company Portfolio performed well in January across most of its names despite having little exposure to the Materials sector. One stand-out, Haivision Systems Inc. (HAI-T),...
by wilwutherich | Jan 9, 2026 |
Monthly Message Happy New Year! JF and I would like to wish you health, peace and prosperity for 2026. For December, the Wutherich & Co. Composite was up 1.2%. We remember sitting here 12 months ago thinking it would be hard to have a third great year in a row for...
by wilwutherich | Dec 1, 2025 |
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...
by wilwutherich | Nov 19, 2025 |
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...
by wilwutherich | Nov 19, 2025 |
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...
