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Bank of Montreal Stock Symbol: BMO-T

Last Price Recorded: 82.3800 on 2014-07-30 01:14:03

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Date Signal Expert Opinion Price
2014-07-14 DON'T BUY David Baskin

Thinks of this as a chronic under performer in terms of its operations. Made a big acquisition in the US, and the jury is kind of out on it. The 1st couple of quarters looked really great, but on analysis, it turned out that it was a reversal of loan losses on the portfolio.


Price:
$80.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-06-03 PARTIAL BUY Christine Poole

She likes Canadian banks as a general group. Have lagged the energy and commodity oriented sectors of little. Have all had a pretty good earnings season. This one provides a slightly higher yield than some of the others. You could slowly build a position right now. (See Top Picks.)


Price:
$76.600
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-09 DON'T BUY David Baskin

Has never been in love with this bank. Always felt it was probably in the bottom 2 of the big 5. Made a big acquisition in the Midwest and he feels the jury is still out on this. Does seem to be accretive to profit right now, but he isn’t very excited about it.


Price:
$75.170
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-04-28 BUY John Zechner

It is somewhat expensive now.  The US acquisition they did helped them.  He would not do much shifting between Canadian banks.


Price:
$76.010
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-04-16 TOP PICK Jerome Hass

(SHORT) Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). (See comments under GCG.A-T.)


Price:
$76.080
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-03-31 BUY Michael Smedley

It’s fine.  He holds it forever.  It’s core.


Price:
$73.960
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-03-26 BUY Brian Acker, CA

Likes this. Earnings continue to increase. Dividend yield of 4%. Model price calculation of $85.87, a 16% upside. Likes the banks here. They all have double digits in terms of upsides to model price. He would buy this in US$’s.


Price:
$73.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-03-20 DON'T BUY Greg Newman

A falling Cdn$ should help Canadian banks because they have assets in the US. Also, it is stimulative to the economy. This is a great bank stock. Just lowered their basil 3 by about 56 basis points last quarter, which means capital deployment is going to be harder to do, probably for the next year. Trading at a slightly higher valuation than others.


Price:
$72.900
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2014-03-14 PAST TOP PICK Ross Healy

(A Top Pick Jan 18/13. Up 20.12%.)


Price:
$71.980
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-02-14 COMMENT Michael Simpson, CFA

This is usually classed in the 2nd tier of banks. Made a big acquisition about a year ago to expand their Chicago holdings. Canadian banks that don’t have enough exposure to outside of Canada would be a concern. Prefers others.


Price:
$71.340
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2014-02-14 COMMENT Jim Huang

Made an acquisition of a wealth management operation, mostly fixed income, in the UK. Canadian banks have done very well in general because Canadian economy and housing market has been weathering a downturn. The issue for everybody is looking for growth and this bank is no exception. We still have to see how well they can execute and integrate their acquisitions.


Price:
$71.340
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-02-06 WEAK BUY Teal Linde

Back when he considered them they were not focused on growth but focused on dividend.  The others were growing 2% faster and this one had a 1% higher dividend.


Price:
$69.020
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-01-29 COMMENT Hank Cunningham

3-year GIC at 1.8%? This is a short-term investment. Hope that this is not in a taxable account as your after-tax return will be almost zero. If it is in a sheltered plan or an RRSP you are going to earn 1.8% annual and get your money back. GICs are very safe.


Price:
$70.210
Subject:
FIXED INCOME
Bias:
BEARISH on BONDS
Owned:
Unknown
2014-01-27 COMMENT Peter Brieger

Made an acquisition in the UK of a wealth management company for $1.2 billion. This is the way banks are going. It is no secret that the competition for the Canadian consumer’s mortgage dollar is tightening up and it’s not as profitable as it used to be. Instead of focusing more and more on spreads, you are going to see them focus on fees. (See Top Picks.)


Price:
$70.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-01-22 COMMENT David Cockfield

This is 3rd on his list of bank stocks. Likes the yield and Canadian banks in general. Have backed off in November into January, but subsequent to that they have been showing some signs of life. They are really a cornerstone of any investment portfolio and he believes they will continue to show good growth. Very low risk. (See Top Picks.)


Price:
$73.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
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