Wutherich & Co. September 2022 Newsletter
Monthly Message The Wutherich & Co. Composite was down 12.0% in September. This compares with the S&P/TSX being down 4.3%. Definitely two steps back. As we write this, the Wutherich & Co. Composite is up 5.4% so far in October. Now this may change in the...
Wutherich & Co. August 2022 Newsletter
Monthly Message The Wutherich & Co. Composite was up 2.8% in August. This compares with the S&P/TSX being down 1.6%. Stutter Step during August? We have been talking about the Two Step in the last few Newsletters as it seems that the Wutherich Portfolio is...
Wutherich & Co. July 2022 Newsletter
Monthly Message The Wutherich & Co. Composite was up 7.5% in July. This compares with the S&P/TSX being up 4.7%. The Two Step continues (please read the last two Newsletters for context)! Our Calgary based clients would be so pleased, especially in July, the...
Wutherich & Co. June 2022 Newsletter
Monthly Message The Wutherich & Co. Composite was down 9.2% in May. This compares with the S&P/TSX being down 8.7%. Two steps forward, two steps back. Sometimes I hate being right (please don’t tell that to my wife) as we clearly experienced the latter part of...
Wutherich & Co. May 2022 Newsletter
Monthly Message The Wutherich & Co. Composite was up 7.8% in May. This compares with the S&P/TSX being up 0.1%. Two steps forward, two steps back. At least, that’s the way it feels. We have seen large monthly gains offset large losses in the Wutherich &...
Wutherich & Co. April 2022 Newsletter
Monthly Message The Wutherich & Co. Composite was down 5.5% in April. This compares with the S&P/TSX being down 5.0%. Geopolitics and the macro-economy continue to create turbulent waters. While some of our companies are being affected by swirls and eddies,...
Wutherich & Co. March 2022 Newsletter
Monthly Message The Wutherich & Co. Composite was up 4.2% in March. This compares with the S&P/TSX being up 4.0%. Though March showed a small recovery, geopolitical and macro-economic factors continue to weigh on the markets and the Wutherich & Company...
Wutherich & Co. February 2022 Newsletter
Monthly Message The Wutherich & Co. Composite was down 3.7% in February. This compares with the S&P/TSX being up 0.3%. The Russian invasion of Ukraine, Covid, inflation, interest rates and the supply chain continue to impact the market and the Wutherich &...
Wutherich & Co. January 2022 Newsletter
Monthly Message The Wutherich & Co. Composite was down 9.0% in January. This compares with the S&P/TSX being down 0.4%. Yes, down 9%. Russia, Covid, inflation, interest rates and the supply chain are all impacting the market. Covid and the supply chain are...
Wutherich & Co. December 2021 Newsletter
Monthly Message The Wutherich & Co. Composite was down 1.1% in December. This compares with the S&P/TSX being up 3.1%. Happy New Year! December marked a quiet end to an exceptional year. At 34.3%, 2021 was the second highest annual return that we have had for...