Monthly Message

The Wutherich & Co. Composite was up 8.2% in February. This compares with the S&P/TSX up 3.1% and the BMO Small Cap Index up 3.5%.

The Wutherich & Co. Portfolio has now gained 28% from its low on Dec. 24, 2018 bringing us back to about where we were at the end of September of 2018. The clients who heeded our call to put in additional money have certainly benefitted from a strong bounce-back. Then, as now, the portfolio wasn’t terribly expensive. So, the good news is that we see more potential for good returns in the long-term.

We have made a few changes to the portfolio recently. We have eliminated our positions in ZCL Composites and CBIZ Inc. ZCL, you may recall, is being taken over by Shawcor Ltd. and CBIZ simply hit our valuation parameters. This has raised cash somewhat but we have already started to plow the money back into other ideas.

Lastly, we have eliminated the 514-868-2112 phone number. In the future, please reach us by contacting Jean-Francis Archambault at 514-924-4438 or Wil Wutherich at 514-487-3782.

To view the complete Monthly Message and Factsheet click here

Monthly Message The Wutherich & Co. Composite was up 9.3% in January. This compares with the S&P/TSX up 8.7% and the BMO Small Cap Index up 8.6%. The Wutherich & Co. Portfolio has gained 18% from its low on Dec. 24, 2018. Just since the end of September we have experienced one of our worst […]

Monthly Message The Wutherich & Co. Composite was down 4.5% in December. This compares with the S&P/TSX down 5.4% and the BMO Small Cap Index down 3.8%. The Wutherich & Co. Portfolio did a partial u-ey in December. Though we didn’t get quite turned around, we did come back from an 11.6% deficit at one […]

Monthly Message The Wutherich & Co. Composite was up 0.3% in November. This compares with the S&P/TSX up 1.4% and the BMO Small Cap Index down 3.7%. The Wutherich & Co. Portfolio did a u-ey in November. With only four days left in the month we were down 4.1%. By month’s end, we were up 0.3%! […]

Monthly Message The Wutherich & Co. Composite was down 11.2% in October. This compares with the S&P/TSX down 6.2% and the BMO Small Cap Index down 8.5%. October was a difficult month for the Wutherich & Co. Portfolio and the markets in general. With perhaps one or two exceptions, very little has changed in the […]

Invitation Dear clients and friends, Please find attached an invitation to our upcoming “Wutherich & Co.’s Annual Update” event. Chers clients et amis, Vous trouverez ci-joint une invitation à notre prochain évènement “Mise à Jour Annuelle Wutherich & Co.”.  –  INVITATION PDF  –

Invitation Dear clients and friends, Please find attached an invitation to our upcoming “Wutherich & Co.’s Annual Update” event. Chers clients et amis, Vous trouverez ci-joint une invitation à notre prochain évènement “Mise à Jour Annuelle Wutherich & Co.”.  –  INVITATION PDF  –

Monthly Message The Wutherich & Co. Composite was down 0.9% in September. This compares with the S&P/TSX down 0.9% and the BMO Small Cap Index down 0.9%. The Organic, Gluten Free Portfolio (look at last month’s Newsletter for an explanation) took a small breather in September. There is no particular news behind this. September is […]

Invitation Dear clients and friends, Please find attached an invitation to our upcoming “Wutherich & Co.’s Annual Update” event.   Chers clients et amis, Vous trouverez ci-joint une invitation à notre prochain évènement “Mise à Jour Annuelle Wutherich & Co.”.  –  INVITATION PDF  –

Monthly Message The Wutherich & Co. Composite was up 2.7% in August. This compares with the S&P/TSX down 0.8% and the BMO Small Cap Index up 0.8%. The Organic, Gluten Free Portfolio A friend’s parents have a farm near Ottawa. They have a small woodlot on their property and sell firewood from felled trees. A neighbor, […]