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...
by wilwutherich | Sep 2, 2025 |
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,...
by wilwutherich | Jul 2, 2025 |
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...
by wilwutherich | Jun 2, 2025 |
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...
by wilwutherich | May 4, 2025 |
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...
