Monthly Message

The Wutherich & Co. Composite was up 7.8% in July. This compares with the S&P/TSX being up 2.6%.

“Everything else” has made a bit of a comeback.

Last month, we referred to how the market was focused on just a handful of mega-cap technology/Artificial Intelligence (AI) names and largely ignored everything else. We owned a sub-set of “everything else”. For now, the market has broadened its focus and the Wutherich & Co. Portfolio has benefited.

The hype-cycle around mega-cap technology/AI may continue but this won’t cause us to change our focus one bit. The more giddy the market becomes, the more grounded we are in the fundamentals of the names that we own, and we happen to think that we own a stable of outstanding names.

Most of our companies will be reporting earnings in the coming weeks. While a few might disappoint, we have a high level of conviction that most will continue to demonstrate the ongoing strength of their businesses.

To view the complete Monthly Message and Factsheet click here

Wil in Toronto Dear clients and friends of the Greater Toronto Area, Wil is going to be in Toronto from November 14th to 16th for client and company meetings. Should you like to meet him to discuss our investment portfolio, feel free to contact him directly at: –  wil@wutherich.ca   or   514-487-3782. Look forward […]

Monthly Message The Wutherich & Co. Composite was up 2.8% in April. This compares with the S&P 500, up 1.0%, the DJIA up 0.4%, the NASDAQ up 0.8%, the S&P/TSX up 2.4%, while the BMO Small Cap Index was up 4.9%. For all the grief our Energy names have given us over the past year, […]

Monthly Message   The Wutherich & Co. Composite was up 0.5% in March. This compares with the S&P 500, down 1.6%, the DJIA down 0.4%, the NASDAQ down 1.3%, the S&P/TSX down 1.9%, while the BMO Small Cap Index was down 3.8%. The blood has largely been let in our Energy related names, though for […]

Monthly Message   The Wutherich & Co. Composite was down 3.1% in January. This compares with the S&P 500, down 3.0%, the DJIA down 3.6%, the NASDAQ down 2.1%, the S&P/TSX up 0.5%, while the BMO Small Cap Index was flat at 0.0%. Weak performance in our Energy related stocks continues to weigh on our […]

This is just a last friendly reminder of our November 14, 2013 presentation and wine tasting. There are still a few spots left and so we would encourage you to respond at your earliest convenience. Again, thanks to those of you who have already confirmed your presence. See you on the 14th. Simplement un dernier […]

Monthly Message The Wutherich & Co. Composite was up 4.9% in October. This compares with the S&P 500, up 4.6%, the DJIA up 2.9%, the NASDAQ up 3.9%, the S&P/TSX up 4.7%, while the BMO Small Cap Index was up 3.4%. October proved to be more treat than trick as we experienced another strong month to […]

This is just another friendly reminder of our November 14, 2013 presentation and wine tasting. There are still a few spots left and so we would encourage you to respond at your earliest convenience. Again, thanks to those of you who have already confirmed your presence. See you on the 14th. Simplement un autre rappel […]

Dear friends and clients, We would like to remind you that the 2012 RRSP period deadline  is March 1, 2013. If you have not made a contribution to your RRSP account with Wutherich & Company in a while, now may be a good time to do so. Feel free to get in touch with us for […]