Wutherich & Co. January 2025 Newsletter
Monthly Message For January, the Wutherich & Co. Composite was down 1.4%. Trump Chaos 2.0 is starting to roll through the markets. For now, it is in the form of Trump Tariffs. While much of the portfolio has relatively little direct exposure to these, several of...
Wutherich & Co. December 2024 Newsletter
Monthly Message Happy New Year! JF and I would like to wish you health, happiness and prosperity for 2025. For December, the Wutherich & Co. Composite was up 0.3%. December’s small gain capped-off a strong year for the Wutherich & Company Composite....
Wutherich & Co. November 2024 Newsletter
Monthly Message Merry Christmas and Season’s Greetings to one and all! For November, the Wutherich & Co. Composite was up 5.0%. With the US election now past, one level of uncertainty has been resolved, though, I think for many of us, a lot of questions remain....
Wutherich & Co. – Invitation
Invitation Dear clients and friends, Please find attached an invitation to our upcoming “Wutherich & Co.'s Annual Update” virtual event taking place Wednesday January 22, 2025. Chers clients et amis, Vous trouverez ci-joint l'invitation à notre prochain...
Wutherich & Co. October 2024 Newsletter
Monthly Message The Wutherich & Co. Composite was up 2.2% in October versus the S&P/TSX being up 0.7%. Trick or Treat? We write this having recently survived Halloween and are waiting for the US election to take place. We’ll let you decide which outcome would...
Wutherich & Co. September 2024 Newsletter
Monthly Message The Wutherich & Co. Composite was down 1.7% in September versus the S&P/TSX being up 3.2%. While the market continued to be very strong in September, the Wutherich & Co. Composite suffered a set-back with two of our names delivering very...
Wutherich & Co. August 2024 Newsletter
Monthly Message The Wutherich & Co. Composite was up 2.2% in August versus the S&P/TSX being up 2.9% (By the way, last month should have read 4.1% for the TSX, not 5.9%). Despite many twists and turns, the market and the Wutherich & Co. Portfolio continued...
Wutherich & Co. July 2024 Newsletter
Monthly Message Wutherich & Co. Composite was up 4.6% in July versus the S&P/TSX being up 5.9%. Broadening market? Lowering interest rates? We try not to make these calls, but it would be nice to see. The Wutherich & Company Portfolio would benefit from a...
Wutherich & Co. June 2024 Newsletter
Monthly Message The Wutherich & Co. Composite was up 0.2% in June versus the S&P/TSX being down 1.4%. While the last twelve months have been very strong for the Wutherich & Co. Composite, if we zoom out a little, the market and our portfolio have seen...
Wutherich & Co. May 2024 Newsletter
Monthly Message The Wutherich & Co. Composite was down 0.7% in May versus the S&P/TSX being up 2.8%. “Sell in May and Go Away” certainly seemed to affect some of our stocks during the month. Recent quarterly results were reported for most of our companies and...