James Walsh - Bank of Montreal Managing Director
| BMO-PE Preferred Stock | CAD 26.13 0.16 0.61% |
Managing Director
James Walsh is Managing Director of Bank of Montreal
| Phone | 416-867-7366 |
| Web | https://www.bmo.com |
James Walsh Latest Insider Activity
Tracking and analyzing the buying and selling activities of James Walsh against Bank of Montreal preferred stock is an integral part of due diligence when investing in Bank of Montreal. James Walsh insider activity provides valuable insight into whether Bank of Montreal is net buyers or sellers over its current business cycle. Note, Bank of Montreal insiders must abide by specific rules, including filing SEC forms every time they buy or sell Bank of Montreal'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
James Walsh over a year ago Exercise or conversion by James Walsh of 4000 shares of Impac Mortgage subject to Rule 16b-3 |
Bank of Montreal Management Efficiency
Bank of Montreal's management efficiency ratios could be used to measure how well Bank of Montreal manages its routine affairs as well as how well it operates its assets and liabilities.Management Performance
| Return On Equity | 0.0849 | ||||
| Return On Asset | 0.005 |
Bank of Montreal Leadership Team
Elected by the shareholders, the Bank of Montreal's board of directors comprises two types of representatives: Bank of Montreal inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Bank. The board's role is to monitor Bank of Montreal's management team and ensure that shareholders' interests are well served. Bank of Montreal's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Bank of Montreal's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Herbert Mazariegos, Chief Officer | ||
| Deland Kamanga, Group Management | ||
| Thomas Flynn, Vice Chairman | ||
| Mona Malone, Culture People | ||
| Larry Zelvin, EVP Unit | ||
| Erminia Johannson, Group Banking | ||
| Michael Bonner, Senior Yukon | ||
| Catherine Roche, Head Strategy | ||
| Gary CFA, Europe Banking | ||
| Cameron Fowler, Chief Officer | ||
| Gail CPA, Chief Auditor | ||
| Tayfun Tuzun, Chief Officer | ||
| Kimberley Goode, Chief Officer | ||
| Sharon HawardLaird, General Counsel | ||
| James Walsh, Managing Director | ||
| David Casper, Group Corp | ||
| Daniel Barclay, CEO Markets | ||
| William White, CEO Director | ||
| Richard Rudderham, Infrastructure Initiatives | ||
| Steve CFA, Chief Officer | ||
| Christine Viau, Head Relations | ||
| Geoff Barsky, CoHead Markets |
Bank Preferred Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right preferred stock is not an easy task. Is Bank of Montreal a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.0849 | ||||
| Return On Asset | 0.005 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.37 % | ||||
| Current Valuation | (155.74 B) | ||||
| Shares Outstanding | 639.93 M | ||||
| Shares Owned By Institutions | 16.09 % | ||||
| Number Of Shares Shorted | 467.43 K | ||||
| Price To Earning | 2.92 X | ||||
| Price To Sales | 2.56 X |
Pair Trading with Bank of Montreal
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Bank of Montreal position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Bank of Montreal will appreciate offsetting losses from the drop in the long position's value.Moving together with Bank Preferred Stock
| 0.64 | FFH-PF | Fairfax Financial | PairCorr |
| 0.63 | FFH-PH | Fairfax Financial | PairCorr |
| 0.8 | FFH | Fairfax Financial | PairCorr |
| 0.61 | FFH-PJ | Fairfax Financial | PairCorr |
| 0.69 | FFH-PM | Fairfax Financial | PairCorr |
The ability to find closely correlated positions to Bank of Montreal could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bank of Montreal when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Bank of Montreal - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Bank of Montreal to buy it.
The correlation of Bank of Montreal is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Bank of Montreal moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bank of Montreal moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Bank of Montreal can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Bank Preferred Stock
Bank of Montreal financial ratios help investors to determine whether Bank Preferred Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Bank with respect to the benefits of owning Bank of Montreal security.