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Bank of Montreal

Stock Symbol: BMO-T

Last Price Recorded: 62.1800 on 2013-05-18 01:14:03

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Date Signal Expert Opinion Price
2013-05-01 COMMENT Brooke Thackray

Has been a little bit range bound at around $62 and is above the upward trend line. Technically, it does not look good if it breaks down through $62. It does have a yield that is fairly high, which is helping it on the downside a little bit.

 Price:
$62.370
Subject:
SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2013-04-29 DON'T BUY John Wilson

He prefers exposure in banks through US regional banks. Canadian banks offer attractive dividends and if you are looking for yield in your portfolio, this is typically been a big component of that. Canadian economy has a greater exposure of GDP through housing than the US had at the peak of their housing market. Believes that housing prices will go lower before they go higher. We are heavily levered as a country on a personal level, which will impact consumer spending and consumer loan growth for the banks.

 Price:
$62.690
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2013-04-10 COMMENT Greg Newman

Of all the banks, this is probably his least favourite because it has a relatively high PE and low relative profitability.

 Price:
$63.390
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2013-04-09 COMMENT Christine Poole

Pays one of the highest yields of the big 5’s. The banks as a group have kind of lagged in this most recent rally. There is no reason why the share price can’t grow along with the earnings. Yield of 4.7%. On a one-year total return, you can get 8% to 10%. (See Top Picks.)

 Price:
$62.690
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-03-26 COMMENT Bruce Campbell

This is a good purchase for the yield. His least favourite of the major banks. Has a muddled message and less growth than some of the others. Expect the stock will be $65-$66 by December. (See Top Picks.)

 Price:
$64.190
Subject:
CANADIAN LARGE
Bias:
DEFENSIVE
Owned:
No
2013-03-21 BUY Michael Decter

Canadian bank dividends only go up and it is only a question of when and by how much.  Likes them all but prefers TD.  You won’t see big banks in the next couple of years going a lot higher.

 Price:
$63.720
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-03-15 COMMENT Randy LeClair

Preferred shares. Better to buy them individually or go through a fund? New Basil III banking rules have removed the ability of banks to issue new preferred shares and count them into their Tier 1 capital. This is now a disadvantage for banks to issue these securities. The ones you see now are broken into 2 categories 1) rate reset which are very short term and 2) perpetuals. The feeling is that eventually these will all be gone as these rules take hold. If you have a reset that is redeemable in 2014 you may consider taking profits.

 Price:
$64.080
Subject:
FIXED INCOME
Bias:
BULLISH
Owned:
Unknown
2013-02-19 DON'T BUY David Baskin

Among his least favourite banks. Of all the banks, it is hard to see a catalyst on this one for upward movement. Made an acquisition in the Midwest US in 2011, which is paying dividends, primarily because they got a bargain basement price. However, from an operational standpoint, he would place it as number 4 on his list.

 Price:
$63.180
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-02-04 BUY Andrew Hamlin

Good quality bank.  It is a dividend growth story.  Earnings in the mid to high single digit range so should be fine for income investors here.  Better than US banks.  It is a dividend clipper with half year dividend increases expected.

 Price:
$62.530
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Unknown
2013-01-31 BUY Norman Levine

Midterm for him is 2-3 years.  Fundamental side is not so great because they are facing headwinds on the lending side.  Borrowing is going to be much muted here.  He thinks money coming out of bonds will go into Canadian banks. 

 Price:
$62.990
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-01-21 COMMENT Greg Newman

Good quarter last quarter and buying back shares. Likes all the banks at this point. Going to $66 when they raise their dividends. Least favourite of the big 5 because they have low relative profitability to the group and lowest net interest margins. Would prefer Royal Bank (RY-T), Commerce (CM-T) or Scotia (BNS-T).

 Price:
$63.710
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2013-01-18 TOP PICK Ross Healy

About the cheapest of the banks and the best yielding at 4.58%. Recently has been catching up to some of the others. Wouldn’t be surprised if it got 15%-20% higher from here.

 Price:
$63.230
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-14 HOLD Douglas Kee

Owns this bank primarily because of the yield as it is a higher yielding bank. Have done a good job and are getting their retail side in order. Have a reasonable business in the US.

 Price:
$62.300
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-09 DON'T BUY Michael Bowman

Worst performer in the past year of all the banks. Last earnings report was okay with wholesale numbers better than expected. Domestic, core and US did not perform all that well. There are better banks out there. (See Top Picks.)

 Price:
$62.190
Subject:
CANADIAN LARGE & ETFs
Bias:
BULLISH on US MARKET
Owned:
No
2012-12-27 BUY Paul Harris, CFA

Canadian banks are in fantastic shape. Have lots of capital. Have the ability to increase their dividends, which he expects will go up to the 50% payout ratio rate. Not trading at an expensive multiple. This one also has the advantage of having a US franchise and growing this US franchise. 4.7% dividend.

 Price:
$60.820
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 657 entries
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