Monthly Message The Wutherich & Co. Composite was down 7.9% in August. This compares with the S&P/TSX up 0.4% and the BMO Small Cap Index down 0.5%. The Wutherich & Co. Composite did take a hit in August, though still up 12.9% year-to-date. The balance of...

Monthly Message The Wutherich & Co. Composite was up 0.3% in July. This compares with the S&P/TSX up 0.3% and the BMO Small Cap Index up 1.9%. The portfolio continues to navigate the summer doldrums at a lugubrious pace. Things may quicken with the release of...

Monthly Message The Wutherich & Co. Composite was down 0.8% in June. This compares with the S&P/TSX up 2.5% and the BMO Small Cap Index up 4.6%. Weakness in a handful of weightings in the portfolio hurt performance in June. With one possible exception, we...

Monthly Message The Wutherich & Co. Composite was down 3.2% in May. This compares with the S&P/TSX down 3.1% and the BMO Small Cap Index down 2.7%. Sell in May and go away? Well, we certainly saw some selling in May, egged on by a few Trump Tweets about trade....

Monthly Message The Wutherich & Co. Composite was up 4.9% in April. This compares with the S&P/TSX up 3.2% and the BMO Small Cap Index down 0.3%. We submit our numbers to Mercer (a pension consultant) to compare how we have done versus our peer group. As of...

Monthly Message The Wutherich & Co. Composite was up 2.7% in March. This compares with the S&P/TSX up 1.0% and the BMO Small Cap Index down 1.0%. The Wutherich & Co. Composite has now gained 31% from its low on Dec. 24, 2018 and now sits at an all-time...

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...

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...

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,...

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...