Monthly Message
The Wutherich & Co. Composite was up 0.3% in November. This compares with the S&P/TSX up 1.4% and the BMO Small Cap Index down 3.7%.
The Wutherich & Co. Portfolio did a u-ey in November. With only four days left in the month we were down 4.1%. By month’s end, we were up 0.3%! All of this happened with no change in the fundamentals of the companies in our portfolio. In fact, we finished reviewing quarterly earnings reports in November and, with perhaps one or two exceptions, the results were good, and in some cases very good. With the extraordinary market swings experienced in October and November of this year we have found some cheaper valuations amongst names that we look at. This has allowed us to add to a few of our favourite positions. Cash is now about 5% and we would like to bring it even lower in the coming weeks.
JF and Wil would like to thank all of you who made the Wutherich & Co. Annual Update held at the Mount Stephen Hotel on November 15 another great success.
Lastly, we would like to wish all our clients and friends a very Merry Christmas and all the very best in the New Year.
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Monthly Message The Wutherich & Co. Composite was down 11.2% in October. This compares with the S&P/TSX down 6.2% and the BMO Small Cap Index down 8.5%. October was a difficult month for the Wutherich & Co. Portfolio and the markets in general. With perhaps one or two exceptions, very little has changed in the […]
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 –
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 down 0.9% in September. This compares with the S&P/TSX down 0.9% and the BMO Small Cap Index down 0.9%. The Organic, Gluten Free Portfolio (look at last month’s Newsletter for an explanation) took a small breather in September. There is no particular news behind this. September is […]
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 2.7% in August. This compares with the S&P/TSX down 0.8% and the BMO Small Cap Index up 0.8%. The Organic, Gluten Free Portfolio A friend’s parents have a farm near Ottawa. They have a small woodlot on their property and sell firewood from felled trees. A neighbor, […]
Here’s to number1! Last week we mentioned that we would bring you additional colour on our latest Pavilion report. So here it goes. Pavilion (previously Brockhouse Cooper) keeps track of our performance relative to a group of peers in what they call the Canadian Small Cap Equity Universe. The latest report, as of June 2018, […]
Monthly Message The Wutherich & Co. Composite was up 0.3% in July. This compares with the S&P/TSX up 1.1% and the BMO Small Cap Index down 1.0%. Here’s to number one! It has been a little while since we have been there, so we will crow about it while we can. We submit numbers to […]
Monthly Message The Wutherich & Co. Composite was up 2.2% in June. This compares with the S&P/TSX up 1.7% and the BMO Small Cap Index down 0.3%. In June, The Wutherich & Co. Portfolio crept forward with very little news affecting our companies. Though the winds of trade war are blowing, there does not appear […]
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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