Monthly Message

The Wutherich & Co. Composite was up 2.2% in June. This compares with the S&P/TSX up 1.7% and the BMO Small Cap Index down 0.3%.

In June, The Wutherich & Co. Portfolio crept forward with very little news affecting our companies. Though the winds of trade war are blowing, there does not appear to be any significant impact, yet, on our names.

We have added another position to the portfolio in recent months: Questor Technology Inc. (QST-T). The company, based in Calgary, makes combustion systems that help reduce greenhouse gas emissions from a wide variety of sources. We have always been sensitive to environmental issues in the portfolio and QST definitely plays into this. The company’s main market is now the oil and gas producing regions of Colorado. We see the potential for adoption in other basins as well. This should provide QST with years of rapid revenue growth and improving profitability.

In the coming months, we hope to eliminate a few of the weaker names in the portfolio and redeploy the cash in a handful of stronger ideas. Cut the weeds and water the flowers, to paraphrase investing legend Peter Lynch.

Lastly, we would like our readers to note our new mailing address: 24 Brock Avenue, North, Montreal West, Quebec, H4X 2E9

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Monthly Message The Wutherich & Co. Composite was up 6.6% in May. This compares with the S&P/TSX up 3.1% and the BMO Small Cap Index up 2.3%. May of 2018 marks the 200th month of the Wutherich & Co. Composite! Clients that stayed with us for this entire period would have made 6.4 times their […]

Monthly Message The Wutherich & Co. Composite was down 0.3% in April. This compares with the S&P/TSX up 1.8% and the BMO Small Cap Index up 3.8%. The Wutherich & Co. Portfolio drifted down slightly during the month on very little news. The Canadian Indexes benefitted from a very strong move in Energy stocks, which […]

Monthly Message The Wutherich & Co. Composite was down 0.3% in March. This compares with the S&P/TSX down 0.2% and the BMO Small Cap Index down 1.6%. By the end of March, all of our companies in the Wutherich & Co. Portfolio had reported their most recent quarterly results. With a few exceptions, the numbers […]

Monthly Message The Wutherich & Co. Composite was down 2.7% in February. This compares with the S&P/TSX down 3.0% and the BMO Small Cap Index down 3.9%. The Wutherich & Co. Portfolio was down along with the markets in February. We don’t make too much of this as we always focus on the fundamentals of […]

Monthly Message The Wutherich & Co. Composite was up 2.6% in January. This compares with the S&P/TSX down 1.4% and the BMO Small Cap Index down 2.5%. Nice to see another gain in January in the Wutherich & Co. Composite, and nary a pot stock in sight (which you will never see in the portfolio)! […]

Dear friends and clients, We would like to remind you that the 2017 RRSP period deadline is March 1, 2018. If you have not made a contribution to your RRSP account with Wutherich & Company in a while, now may be a good time to do so. Feel free to get in touch with us […]

Monthly Message The Wutherich & Co. Composite was up 9.6% in December. This compares with the S&P/TSX up 1.2% and the BMO Small Cap Index up 3.6%. Well, better late than never. Our 9.6% result in December marked one of our largest monthly gains ever (November 2004 was our largest at 10.6%), dragging us into […]

Monthly Message The Wutherich & Co. Composite was down 2.8% in November. This compares with the S&P/TSX up 0.5%, the BMO Small Cap Index flat at 0.0%. We have removed the U.S. indexes as they provide little relevance for comparison. While most of our companies reported good or great quarterly results in November, a few […]

Monthly Message The Wutherich & Co. Composite was up 2.6% in October. This compares with the S&P/TSX up 2.7%, the BMO Small Cap Index up 1.7%, S&P 500 (US$) up 2.3%, the DJIA (US$) up 4.4%, while the NASDAQ (US$) was up 3.6%. Its official! We have a trend. Three data points, all positive. The […]