Monthly Message

The Wutherich & Co. Composite was up 18.2% in November. This compares with the S&P/TSX being up 10.6%.

November marked the second-best month ever for the Wutherich & Co. Portfolio (we posted a 22.3% gain in April of 2020). While the Portfolio is starting to reflect its underlying value, we think there is more to go. It still contains some cheap stocks. We never know when they will get recognized but it does bode well for returns over the coming years. There is no question that the pandemic and other factors will affect the timing of these returns but not their eventuality.

JF and I will be hosting a virtual presentation of our “Wutherich & Co.’s Annual Update” in January. We will be giving you the details on how to connect shortly.

In the meantime, we wish all of you a Happy Holidays and a very Merry Christmas.

To view the complete Monthly Message and Factsheet click here

Monthly Message The Wutherich & Co. Composite was up 0.9% in October. This compares with the S&P/TSX being down 3.1%. The portfolio continues its recovery from the downturn that we experienced last Spring. The 0.9% result for October represents a U-turn from earlier in the month. At one point, the portfolio was up nearly 10%. […]

Monthly Message The Wutherich & Co. Composite was up 2.7% in September. This compares with the S&P/TSX being down 2.1%. We continue to scratch and claw our way back to fair value in the Wutherich & Company Portfolio. We have rebounded 88% from our March lows. Sure, the pandemic has had an impact on our companies […]

Monthly Message The Wutherich & Co. Composite was up 11.7% in August. This compares with the S&P/TSX, up 2.3%. For the time being, we are not including a comparison with the small cap index. The provider is looking to charge more for the data than we are willing to pay. If you know anything about […]

Monthly Message The Wutherich & Co. Composite was up 1.6% in July. This compares with the S&P/TSX up 4.5% and the BMO Small Cap Index up 7.8%. Gold stocks have provided a large boost to Canadian indexes. We look at the space from time to time and have even owned a few names in the past. […]

Monthly Message The Wutherich & Co. Composite was up 4.6% in June. This compares with the S&P/TSX up 2.5% and the BMO Small Cap Index up 4.6%. As of June 30th, we are up 61.6% from our low of March 23rd but still down 30.0% from our all-time high on February 19th. Large caps have certainly […]

Monthly Message The Wutherich & Co. Composite was up 4.8% in May. This compares with the S&P/TSX up 3.0% and the BMO Small Cap Index up 6.1%. As of May 31st, we are up 54% from our low of March 23rd but still down 33% from our all-time high on February 19th. Reflex rally? Maybe, but […]

Monthly Message The Wutherich & Co. Composite was up 22.3% in April. This compares with the S&P/TSX up 10.8% and the BMO Small Cap Index up 23.2%. As of April 30th, we are up 47.5% from our low of March 23rd but still down 36.1% from our all-time high on February 19th. We have gone from […]

Monthly Message The Wutherich & Co. Composite was down 40% in March. This compares with the S&P/TSX down 17.4% and the BMO Small Cap Index down 28.5%. We understand how striking the -40% number is to all of us. JF and I have the majority of our net-worth in this portfolio and feel the pain right […]

Bulletin Dear Clients and Friends, Our regulators require us to have a Business Continuity Plan in place. It is allowed to be shaped according to the size and type of our business. They now want to see this plan implemented.  As many of you know, J-F and I are the only two employees of Wutherich […]