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 reasons for great concern. At times like this, we always remind ourselves that the world does not stop turning and that good companies find ways to navigate through the turbulence. We double check the fundamentals of the names that we own or are interested in and find that our companies are in good shape with strong long-term prospects. For months now, we’ve had a mix of a few richly priced stocks, several neutrally priced stocks and a number of strikingly cheap ones. Mix them together and we have a recipe for good long-term returns though we’d like to remind our clients that it is never a straight line. There will be plenty of twists and turns along the way.

In the meantime, Happy August! JF and I wish you a happy rest of your summer.

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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 suddenly, they are upon us and quickly pass. Too […]

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 on this as their good numbers were mostly anticipated. […]

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 valuations are across the board, we are surprised that we can still find […]

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 that we miscalculated the number reported in the February Newsletter, […]

Monthly Message The Wutherich & Co. Composite was up 14.2% in February. This compares with the S&P/TSX being up 4.4%. February 2021 ranks as our third strongest month ever. This follows last April at 22.3% and last November at 18.2%. The portfolio was strong across the board with additional support coming from a takeover offer […]

Monthly Message The Wutherich & Co. Composite was up 3.5% in January. This compares with the S&P/TSX being down 0.3%. What a start to the new year! It seems like we have already had a year’s worth of volatility and news stories in just the first month. We should point out that the number for January […]

Dear clients and friends, We wish to say a heartfelt Thank You to all that attended last night’s Zoom meeting for the Wutherich & Co Annual Presentation. You made it a huge success with over 40 people logging in. We want to make a special thanks to all of the corporate executives on the call […]

Monthly Message The Wutherich & Co. Composite was up 5.0% in December. This compares with the S&P/TSX being up 1.7%. Happy New Year! Say what you will about 2020, it was certainly interesting. Commentators will come out with their “Best of the Worst Year”, “Worst of the Worst Year” and so on. We’ll skip all of […]

Invitation Dear clients and friends, Please find attached the invitation to our upcoming “Wutherich & Co.’s Annual Update” virtual event taking place Wednesday January 27, 2021.   Chers clients et amis, Vous trouverez ci-joint l’invitation à notre prochain évènement virtuel “Mise à Jour Annuelle Wutherich & Co.” qui aura lieu le mercredi 27 janvier 2021. […]