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 Portfolio. Our way to counter that is to focus on the prospects of the individual names that we invest in. We have talked to most of our companies in the last few weeks after they reported their recent quarters. While they all feel some level of strain, few have experienced any serious impediments. While many of our companies face a mix of challenges, they feel that these can be surmounted and that they can continue to pursue long-term growth. After taking a hard look at all our numbers, some of our names are trading at the cheapest valuations that we have ever seen. Barring geopolitical disaster, we think that this sets us up for good long-term returns. It will just require a little patience to see us through these times.
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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 & Company Portfolio. While the major US indices have performed similarly to the Wutherich & […]
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 having specific impacts on some of our companies, often more so than expected. […]
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 the Wutherich & Co. Composite. A pandemic-free 2004 marked […]
Invitation Dear clients and friends, Please find attached the invitation to our upcoming “Wutherich & Co.’s Annual Update” virtual event taking place Wednesday January 26, 2022. Chers clients et amis, Vous trouverez ci-joint l’invitation à notre prochain évènement virtuel “Mise à Jour Annuelle Wutherich & Co.” qui aura lieu le mercredi 26 janvier 2022. […]
Monthly Message The Wutherich & Co. Composite was down 1.4% in October. This compares with the S&P/TSX being down 1.6%. Most of our companies have reported their recent quarters and results have, for the most part, been exceptional. Many of the companies that we invest in are what I would call permanent businesses. While all businesses […]
Monthly Message The Wutherich & Co. Composite was up 2.6% in October. This compares with the S&P/TSX being up 5.0%. Our companies have started to report again for their most recent quarters. One standout so far has been 1-800 Flowers.com (FLWS-Q). This company operates an e-commerce platform that provides flowers, gift baskets, gourmet foods, seasonal […]
Monthly Message The Wutherich & Co. Composite was down 1.1% in September. This compares with the S&P/TSX being down 2.2%. September lived up to its reputation as the worst month for performance in the stock market. There is no lack of things to worry about and investors sold stocks and put their money…where exactly? Well […]
Monthly Message The Wutherich & Co. Composite was up 3.5% in August. This compares with the S&P/TSX being up 1.6%. Most of our companies have reported results for their recent quarters and, by and large, the numbers have been excellent. The market, however, is grudging in rewarding these results. Regardless, they support the valuations of […]
Monthly Message The Wutherich & Co. Composite was flat at 0.0% in July. This compares with the S&P/TSX being up 0.8%. There is no lack of things to worry about in the world: Inflation, the climate emergency, Covid, geo-politics and stock valuations are all reasons for great concern. At times like this, we always remind […]
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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