by wilwutherich | Nov 4, 2024 |
Monthly Message The Wutherich & Co. Composite was down 1.7% in September versus the S&P/TSX being up 3.2%. While the market continued to be very strong in September, the Wutherich & Co. Composite suffered a set-back with two of our names delivering very...
by wilwutherich | Sep 4, 2024 |
Monthly Message The Wutherich & Co. Composite was up 2.2% in August versus the S&P/TSX being up 2.9% (By the way, last month should have read 4.1% for the TSX, not 5.9%). Despite many twists and turns, the market and the Wutherich & Co. Portfolio continued...
by wilwutherich | Aug 2, 2024 |
Monthly Message Wutherich & Co. Composite was up 4.6% in July versus the S&P/TSX being up 5.9%. Broadening market? Lowering interest rates? We try not to make these calls, but it would be nice to see. The Wutherich & Company Portfolio would benefit from a...
by wilwutherich | Jul 1, 2024 |
Monthly Message The Wutherich & Co. Composite was up 0.2% in June versus the S&P/TSX being down 1.4%. While the last twelve months have been very strong for the Wutherich & Co. Composite, if we zoom out a little, the market and our portfolio have seen...
by wilwutherich | Jun 2, 2024 |
Monthly Message The Wutherich & Co. Composite was down 0.7% in May versus the S&P/TSX being up 2.8%. “Sell in May and Go Away” certainly seemed to affect some of our stocks during the month. Recent quarterly results were reported for most of our companies and...
