Monthly Message
The Wutherich & Co. Composite was up 3.7% in September. This compares with the S&P/TSX up 3.1%, the BMO Small Cap Index up 2.6%, S&P 500 (US$) up 2.1%, the DJIA (US$) up 2.2%, while the NASDAQ (US$) was up 1.0%.
A second month of positive returns! While two points don’t make a trend, we think we are heading in the right direction. The fundamentals continue to look very strong for most of our names, though there are always a few stragglers. We think that the gap between our companies’ stock prices and their strong fundamentals will continue to close over the coming years. This should be very supportive of long-term returns for the Wutherich & Co Portfolio.
It is that time of year again for our Wutherich & Co. Annual Update. This year, we are hosting it at the Mount Stephen Hotel on November 16. For those of you who attended this event a few years ago when it was still the Mount Stephen Club, we hope you enjoy the opportunity to see how it has changed. Cocktails at 5:30pm. Presentation at 6:00pm.
To view the complete Monthly Message and Factsheet click here
Invitation Dear clients and friends, Please find attached an invitation to our upcoming “Wutherich & Co.’s Annual Update” event. Chers clients et amis, Vous trouverez ci-joint une invitation à notre prochain évènement “Mise à Jour Annuelle Wutherich & Co.”. – INVITATION PDF –
Monthly Message The Wutherich & Co. Composite was up 0.3% in August. This compares with the S&P/TSX up 0.7%, the BMO Small Cap Index up 0.1%, S&P 500 (US$) up 0.3%, the DJIA (US$) up 0.7%, while the NASDAQ (US$) was up 1.3%. A positive return in the month of August! Though it is a […]
Monthly Message The Wutherich & Co. Composite was down 5.8% in July. This compares with the S&P/TSX down 0.1%, the BMO Small Cap Index down 0.6%, S&P 500 (US$) up 2.1%, the DJIA (US$) up 2.7%, while the NASDAQ (US$) was up 3.4%. There is no question, our portfolio was thrumped during July. Only one of […]
Monthly Message The Wutherich & Co. Composite was down 0.6% in June. This compares with the S&P/TSX down 0.8%, the BMO Small Cap Index up 0.1%, S&P 500 (US$) up 0.6%, the DJIA (US$) up 1.7%, while the NASDAQ (US$) was down 0.9%. July 2nd marks my 25th anniversary in the investment business and there […]
Monthly Message The Wutherich & Co. Composite was down 3.0% in May. This compares with the S&P/TSX down 1.3%, the BMO Small Cap Index down 2.1%, S&P 500 (US$) up 1.4%, the DJIA (US$) up 0.7%, while the NASDAQ (US$) was up 2.5%. I was reminded of an interesting acronym this month: FOMO. It is […]
Monthly Message The Wutherich & Co. Composite was down 0.4% in April. This compares with the S&P/TSX up 0.4%, the BMO Small Cap Index down 2.3%, S&P 500 (US$) up 1.0%, the DJIA (US$) up 1.4%, while the NASDAQ (US$) was up 2.3%. It is interesting to watch what is happening to Home Capital Group […]
Monthly Message The Wutherich & Co. Composite was up 3.2% in March. This compares with the S&P/TSX up 1.3%, the BMO Small Cap Index up 1.1%, S&P 500 (US$) up 0.1%, the DJIA (US$) down 0.6%, while the NASDAQ (US$) was up 1.5%. The Trump Bump, Trump Slump, Trump ? . How many alliterations […]
Monthly Message The Wutherich & Co. Composite was flat at 0.0% in February. This compares with the S&P/TSX up 0.2%, the BMO Small Cap Index up 0.1%, S&P 500 (US$) up 4.0%, the DJIA (US$) up 5.2%, while the NASDAQ (US$) was up 3.8%. The Trump Bump continues, at least in the US. While it […]
Monthly Message The Wutherich & Co. Composite was down 2.2% in January. This compares with the S&P/TSX up 0.8%, the BMO Small Cap Index up 2.0%, S&P 500 (US$) up 1.9%, the DJIA (US$) up 0.6%, while the NASDAQ (US$) was up 4.3%. The weakness experienced in the Wutherich & Co. Composite during January happened […]
Comments and InterviewsYou may also enjoy Wil Wutherich’s various comments and interviews on the financial markets or press release on Wutherich & Company in these articles :
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