Monthly Message

The Wutherich & Co. Composite was down 0.6% in February. This compares with the S&P 500, down 0.1%, the DJIA up 0.7%, the NASDAQ down 1.2%, the S&P/TSX up 0.5%, while the BMO Small Cap Index was up 5.0%.

February was another relatively flat month for the Wutherich & Co. Composite. Another round trip similar to that experienced in January. At one point during February, we were down nearly 6%, only to finish just below flat. In January, the Portfolio was down over 7%, only to recover by month’s end. Once again, less is more! The world just doesn’t change that much from one day or month to the next and so no reaction is necessary on our part. That being said, we do try to take advantage of down days to pick away at stocks that we feel are cheap based on long term criteria. Most of the companies in our portfolio continue to demonstrate that they are doing just fine and they will remain healthy and profitable for years to come.

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Monthly Message The Wutherich & Co. Composite was down 0.1% in January. This compares with the S&P 500, down 5.0%, the DJIA down 5.4%, the NASDAQ down 7.9%, the S&P/TSX down 1.2%, while the BMO Small Cap Index was down 4.0%. January ended flat for the Wutherich & Co. Portfolio. A round trip of sorts. […]

Monthly Message The Wutherich & Co. Composite was down 1.4% in December. This compares with the S&P 500, down 1.6%, the DJIA down 1.5%, the NASDAQ down 2.0%, the S&P/TSX down 3.1%, while the BMO Small Cap Index was down 2.7%. December marked the close of another difficult year for the Wutherich & Co. Portfolio. […]

Monthly Message The Wutherich & Co. Composite was down 0.8% in November. This compares with the S&P 500, up 0.3%, the DJIA up 0.7%, the NASDAQ up 1.1%, the S&P/TSX down 0.2%, while the BMO Small Cap Index was down 1.3%. Resource stocks continue to be under pressure in what was otherwise a neutral month. […]

Dear friends and clients,   We would like to thank all of you who attended our presentation last night. Good food, good wine and great discussion. You made it a wonderful success! In addition, Wil is in Toronto from November 17 to 20th. If you would like to meet with him, don’t hesitate to call […]

Monthly Message The Wutherich & Co. Composite was up 5.4% in October. This compares with the S&P 500, up 8.4%, the DJIA up 8.6%, the NASDAQ up 9.4%, the S&P/TSX up 2.0%, while the BMO Small Cap Index was up 4.4%. We saw a small reprieve in October from the very difficult performance in the […]

Monthly Message The Wutherich & Co. Composite was down 6.0% in September. This compares with the S&P 500, down 2.5%, the DJIA down 1.4%, the NASDAQ down 3.3%, the S&P/TSX down 3.7%, while the BMO Small Cap Index was down 5.7%. September marked the end of the third worst quarter that we have had since […]

Invitation Dear clients and friends, Please find attached an invitation to our upcoming “Investing with Wutherich & Co.” event.   Chères clients et amis, Vous trouverez ci-joint une invitation à notre prochain évènement “Investir avec Wutherich & Co.”.   – Invitation PDF –

Monthly Message The Wutherich & Co. Composite was down 3.2% in August. This compares with the S&P 500, down 6.0%, the DJIA down 5.8%, the NASDAQ down 6.5%, the S&P/TSX down 4.0%, while the BMO Small Cap Index was down 2.5%. Markets continue to be spooked by macro-economic factors. This has brought stock prices down […]

Monthly Message The Wutherich & Co. Composite was down 6.3% in July. This compares with the S&P 500, up 2.1%, the DJIA up 0.5%, the NASDAQ up 2.8%, the S&P/TSX down 0.3%, while the BMO Small Cap Index was down 7.3%. The world has moved on from the Greek crisis for now and is focusing […]