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Compiling comments that experts make about stocks while on public TV.

Bank of Montreal Stock Symbol: BMO-T

Last Price Recorded: $74.3300 on 2016-02-08

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Date Signal Expert Opinion Price
2016-02-04 COMMENT Michael Sprung

All the banks look fairly reasonable, and it’s just a matter of which ones you want to own. It has taken this one a long time to get any payback and reasonable return on investment on their ventures into the US. They recently had some good moves. Sold their retirement service business as well as some other non-core assets. Selling at a bit of a discount at 1.3X Book, where others are higher. If it got a lot cheaper, he would certainly be looking at it. Dividend yield of 4.5%.


Price:
$74.510
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-01-26 PAST TOP PICK Ross Healy

(A Top Pick March 17/15. Down 1.47%.) He is happy with this one.


Price:
$72.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-01-15 COMMENT David Driscoll

Canadian Banks are in a conundrum right now. They are not growing the way they should be growing, because parts of their business has dried up. Capital markets activity is not great and the mortgage business is starting to slow down. Some banks are starting to lay people off which is not a good sign as it means they’ve got cost overruns. Just own one of the banks. This one would rank 4th or 5th of the top 5, and only because they have always been trying to reinvent themselves.


Price:
$70.850
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-01-08 PAST TOP PICK Jon Vialoux

(A Top Pick Oct 9/15. Down 1.6%.) Canadian banks tend to run up into their earnings. Between Oct 10 and Dec 1, this tends to gain about 5.1% on average. It has been positive in 15 of the past 19 years. During the current period of seasonal strength, it actually gained 6.6%, so it exceeded the average.


Price:
$73.520
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BEARISH
Owned:
No
2016-01-04 HOLD Bruce Campbell (1)

It had been a 5th favourite of the big 5 for some time.  It has some US exposure.  They bought a bank in the US.  He prefers TD-T and his Top Pick today in banks.  The Canadian housing bubble is a huge risk.  He thinks CM-T will be the best performing when energy turns.


Price:
$76.660
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-12-17 HOLD Christine Poole

One of three banks she holds.  She would not sell here even though banks have not done well.  It is the overhang of the impact of oil.  She thinks the Economy will slowly improve going into 2016.  They increased the dividend slightly with record profits.  Earnings will continue to grow although not as much as previously.  There is a view that we won’t see the full impact of low energy prices until next year.


Price:
$78.990
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-04 COMMENT David Cockfield

Has been buying this recently on the dips. They have a US presence. A relatively conservative bank. You are going to get safe dividends with the banks.


Price:
$79.700
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2015-11-18 COMMENT David Baskin

International investors are cool to Canadian banks right now. They are worried about our housing market and exposure to the oil patch. This gives tremendous buying opportunities. This bank is interesting because coming out of the great recession they made a big acquisition in the American Midwest, and that has worked out pretty well for them. Still not on his list because he doesn’t see anything special about it.


Price:
$76.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-11-05 TOP PICK Keith Richards

It is one of the good looking charts within the banks.  He chose it because it does not have a lot of South American exposure.


Price:
$76.400
Subject:
TECHNICAL ANALYSIS
Bias:
BULL
Owned:
Yes
2015-11-04 COMMENT Lyle Stein

Our banks have been laggards this year. There is concern about earnings growth and dividend growth slowing down. Banks are wonderful dividend payers. The issues that are not coming to the table are slow growth and what did he do with their tier 1 capital ratios. You should have a good chunk of your portfolio in banks. (See Top Picks.)


Price:
$75.950
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-10-30 BUY Michael Smedley

Bank of Nova Scotia (BNS-T) or Bank of Montréal (BMO-T)? Has no preference of one over the other. Characteristics are slightly different. If you have sufficient assets, you should hold both.


Price:
$76.040
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-10-29 HOLD Kash Pashootan

He is underweight Canadian banks and has been for a year and a half.  There is nothing wrong with it, but he would be cautious against overallocating to it.


Price:
$76.930
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
No
2015-10-27 HOLD Don Lato

The banks really got oversold during the spring and early summer. Once again they came through with another solid quarter. Also, had a couple of dividend increases. This is another area where there are a lot of US short-sellers, and he thinks they just don’t understand the differences in our housing market. This is not his favourite bank, but at this price it is still at a pretty reasonable multiple.


Price:
$77.560
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-10-23 TOP PICK David Cockfield

Likes the banks as a group. They are being Shorted which has affected them more than people think. The Shorting is ill-conceived. These are good, solid, economic investments. This has never missed a dividend since 1872, and he expects further dividend increases. Sees the Canadian economy as still growing. Banks are using more electronics, so their margins are going to improve.


Price:
$77.530
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BEAR
Owned:
Yes
2015-10-20 PAST TOP PICK Ross Healy

(A Top Pick Sept 23/14. Down 5.8%.) All the banks have had a really difficult time except for the CIBC. This is terrific value.


Price:
$76.150
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
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