by wilwutherich | Aug 4, 2021 |
Monthly Message The Wutherich & Co. Composite was flat at 0.0% in July. This compares with the S&P/TSX being up 0.8%. There is no lack of things to worry about in the world: Inflation, the climate emergency, Covid, geo-politics and stock valuations are all...
by wilwutherich | Jul 1, 2021 |
Monthly Message The Wutherich & Co. Composite was up 3.4% in June. This compares with the S&P/TSX being up 2.5%. Already half a year gone! It seems like this every year where we emerge from the dark of winter, looking, achingly, to the longest days, and...
by wilwutherich | Jun 2, 2021 |
Monthly Message The Wutherich & Co. Composite was up 0.1% in May. This compares with the S&P/TSX being up 3.4%. The portfolio came off the boil a little in May. While most of our names reported exceptional numbers for their most recent quarters, a few sold off...
by wilwutherich | May 27, 2021 |
Monthly Message The Wutherich & Co. Composite was up 5.1% in April. This compares with the S&P/TSX being up 2.4%. Performance of the Wutherich & Co. Portfolio has been exceptional over the last year, helped along by strong markets. Given how high...
by wilwutherich | Apr 2, 2021 |
Monthly Message The Wutherich & Co. Composite was up 2.0% in March. This compares with the S&P/TSX being up 3.9%. This month, we lapped the pandemic driven low of March 23, 2020. From that date, the Wutherich & Co. Portfolio is up approximately 185%. (Note...
