{"id":3058,"date":"2021-03-01T18:07:38","date_gmt":"2021-03-01T23:07:38","guid":{"rendered":"http:\/\/www.wutherich.ca\/news\/?p=3058"},"modified":"2021-03-01T18:07:38","modified_gmt":"2021-03-01T23:07:38","slug":"wutherich-co-february-2021-newsletter","status":"publish","type":"post","link":"https:\/\/www.wutherich.ca\/news\/wutherich-co-february-2021-newsletter","title":{"rendered":"Wutherich &#038; Co. February 2021 Newsletter"},"content":{"rendered":"<h2>Monthly Message<\/h2>\n<p>The Wutherich &amp; Co. Composite was up 14.2% in February. This compares with the S&amp;P\/TSX being up 4.4%.<\/p>\n<p>February 2021 ranks as our third strongest month ever. This follows last April at 22.3% and last November at 18.2%. The portfolio was strong across the board with additional support coming from a takeover offer for CRH Medical (CRH-T) and a resumption of trading in Sangoma Technologies (STC-T, please see last month\u2019s Newsletter).<\/p>\n<p>The Wutherich &amp; Co. portfolio is now up about 156% from its low of March 23, 2020. As startling as this number is, it just represents a recovery to where the portfolio should be based on its fundamentals. Sure, a few of our names have run up a little and we have trimmed them. This has caused some cash to build but we think there are a few good places to put the money. In the coming months, you should see us add to some existing names and possibly even introduce a few new ones to the portfolio.<\/p>\n<p>To view the complete Monthly Message and Factsheet\u00a0<a href=\"https:\/\/www.wutherich.ca\/news\/wp-content\/uploads\/2021\/02\/Newsletter-January-2021.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">click here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Monthly Message The Wutherich &amp; Co. Composite was up 14.2% in February. This compares with the S&amp;P\/TSX being up 4.4%. February 2021 ranks as our third strongest month ever. This follows last April at 22.3% and last November at 18.2%. The portfolio was strong across the board with additional support coming from a takeover offer [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-3058","post","type-post","status-publish","format-standard","hentry","category-wutherich-co-newsletter"],"_links":{"self":[{"href":"https:\/\/www.wutherich.ca\/news\/wp-json\/wp\/v2\/posts\/3058","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wutherich.ca\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.wutherich.ca\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.wutherich.ca\/news\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wutherich.ca\/news\/wp-json\/wp\/v2\/comments?post=3058"}],"version-history":[{"count":0,"href":"https:\/\/www.wutherich.ca\/news\/wp-json\/wp\/v2\/posts\/3058\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.wutherich.ca\/news\/wp-json\/wp\/v2\/media?parent=3058"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.wutherich.ca\/news\/wp-json\/wp\/v2\/categories?post=3058"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.wutherich.ca\/news\/wp-json\/wp\/v2\/tags?post=3058"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}