
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 companies are well positioned to weather current economic and geo-political storms. Will they be immune to them? No, but we think they can cope. Our companies have started to report their most recent quarters and this will offer clues as to how well they are coping. Two examples are Exchange Income Corporation (ticker EIF) and goeasy (ticker GSY). Both reported excellent numbers with strong outlooks while acknowledging that parts of their businesses may need extra attention in the coming quarters.
The long-term fundamentals of all our names are very strong right now. While it won’t be straight up and to the right, we feel that this will underpin portfolio performance for years to come.
JF and I would like to thank those of you who contributed to your RRSPs this year. Canadian investors have gotten into this habit of thinking of January 1 to March 1, the so-called “RRSP Season”, as being the only time of year to contribute. You should be looking at it year-round. It is never too soon to get your money working for you, regardless of the time of year.
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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 market as a whole, January saw […]

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 leave the 2022 Two-Step behind though we have always danced to our own […]

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Invitation Dear clients and friends, It will be good to see you again “live”! Please find attached the invitation to our upcoming “Wutherich & Co.’s Annual Update” first hybrid event taking place Wednesday January 18, 2023. Chers clients et amis, Ce sera bon de vous revoir en personne! Vous trouverez ci-joint l’invitation à notre […]

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Comments and InterviewsYou may also enjoy Wil Wutherich’s various comments and interviews on the financial markets or press release on Wutherich & Company in these articles :
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