Wutherich & Co. March 2023 Newsletter

Monthly Message The Wutherich & Co. Composite was down 6.1% in March. This compares with the S&P/TSX being down 0.2%. Some of our names came off significantly in March, notably goeasy (T-GSY) and Hibbett Inc. (Q-HIBB). Recession fears, inflation, higher...

Wutherich & Co. February 2023 Newsletter

Monthly Message The Wutherich & Co. Composite was up 1.3% in February. This compares with the S&P/TSX being down 2.4%. The Wutherich & Co. Composite squeezed out another positive month in February as the world churns with uncertainty. We think our...

Wutherich & Co. January 2023 Newsletter

Monthly Message The Wutherich & Co. Composite was up 3.9% in January. This compares with the S&P/TSX being up 7.4%. As goes January, so goes the year? We certainly hope so, though we think there are an awful lot of hurdles to jump to make this happen. For the...

Wutherich & Co. December 2022 Newsletter

Monthly Message Happy New Year! The Wutherich & Co. Composite was up 1.5% in December. This compares with the S&P/TSX being down 4.9%. The new dance continues with December being another positive month for the Wutherich & Co Composite. We are happy to...

Wutherich & Co. November 2022 Newsletter

Monthly Message The Wutherich & Co. Composite was up 2.5% in November. This compares with the S&P/TSX being up 5.5%. To respect the choreography, November should have been two steps back. New dance? New dance partner? Hopefully one that doesn’t step on our...