Bank Stock Investment Decision
(8 pages of text)
A pension fund manager was examining Bank of Montreal's recent financial performance in comparison with other large Canadian bank stocks, and large U.S. bank stocks as well, to determine what factors appeared to be driving the stock's performance. He then needed to consider whether to change the fund's investment in the stock. This case examines the usefulness of financial performance measures and examines what drives stock values.
- To identify elements of financial performance which are most critical.
- To understand how a particular bank (i.e., BMO) is performing relative to its competitors in the eyes of investors.
- To examine how a bank's financial goals are established.
Finance and Insurance
Canada, Large, 1996
$5.30 CAD / $5.00 USD Printed Copy
$4.50 CAD / $4.25 USD Permissions
$4.50 CAD / $4.25 USD Digital Download