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BMO InvestorLine "Value Analyzer" Helps Clients Become More Proficient in Value Investing

- Intuitive tool better enables investors to integrate value stocks into their portfolio

- BMO InvestorLine partners with industry leader Recognia(R) to boost value investing capabilities

- Value Analyzer(TM) follows release of adviceDirect(TM), Canada's first online personalized service providing investing advice to online investors

TORONTO, ONTARIO--(Marketwire - Oct. 4, 2012) - BMO InvestorLine today introduced Recognia' s Value Analyzer, a simple and intuitive tool that offers investors a quick way to identify and evaluate equity investment opportunities using the principles of value investing.

Value investing is an investing style in which investors integrate value stocks into their portfolio. It advocates investing in equities (value stocks) that have long histories of stable and growing revenues, low debt, consistently increasing dividend payouts and, most importantly, an equity price lower than their intrinsic value. Adding value investing stocks to an overall investing strategy helps diversify investors' portfolios and can help them become more successful self-directed investors.

Provided by Recognia, an industry leader in actionable investment research, Value Analyzer is designed to help BMO InvestorLine clients with:

  • Becoming more proficient in value investing;
  • Validating ideas using value analysis that classifies the value of the stock based on key value investing metrics;
  • Gaining access to a list of pre-screened value investment ideas which are updated daily and organized by industry sector; and
  • Utilizing value-based investing industry research to monitor favourite stocks and identify undervalued stocks.

"Value investing has become a popular and recognized investing style worldwide," said Cesar Rainusso, Vice President, BMO InvestorLine. "The search for undervalued equities often can be burdensome, and many tools today leave a lot of the analysis to investors themselves. With Value Analyzer, BMO InvestorLine clients have a much easier way to build a portfolio of value equities."

BMO InvestorLine's Value Analyzer includes the following features:

  • Value Lookup: determine if a stock is over - or undervalued - by searching by its symbol
  • Featured Value Stocks: categorized by industry sector, Value Analyzer identifies potential opportunities that are estimated to be undervalued
  • Value Screener Custom Search Module: screen stocks based on pre-determined specific value investing criteria

"We are thrilled to be working with BMO in this exciting area of investing," said Rick Escher, CEO, Recognia. "Self-directed investors and specifically those interested in value investing need an actionable tool that incorporates multiple value investing factors including historical earnings-per-share growth rates, debt equity ratios, dividend history, cash on hand and numerous other factors that go into making a good value investment. Through this partnership, BMO InvestorLine clients can gain greater insight into their portfolios and make more informed decisions when it comes to value equities."

Value Analyzer builds on BMO InvestorLine's commitment to offer clients innovative tools and resources to grow their investments through its existing top-ranked self-directed service.

To learn more about online investing, please visit www.bmoinvestorline.com.

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About BMO InvestorLine

BMO InvestorLine is an online investing service that provides clients with two ways to invest online. Clients can choose from BMO InvestorLine's top ranked Self-Directed service that provides tools to help investors make independent decisions on how to invest. BMO InvestorLine's other service, adviceDirect™ provides investors with online advice and investment recommendations for their portfolios. Clients have access to trading, quotes and account information 24 hours a day through a website or Automated Telephone Trading. BMO InvestorLine also provides users with third party research, along with leading edge tools that are informative and easy to use. As an all-in-one investment source, it is a constantly evolving, cost-efficient platform that is fully compatible with tablets.

About Recognia®

Recognia (www.recognia.com) is a worldwide leader in actionable investment research, delivering idea generation and risk-mitigation tools along with premium quantitative analytics to retail brokerages and institutions in 12 countries around the globe. Accessed by more than 20 million traders and investors, Recognia's proprietary investment research uses automated interpretation of technical, fundamental and value based analytics and provides coverage of more than 55 exchanges worldwide, analyzing more than 65,000 stocks, ETF's, forex, indices, and futures daily.

BMO InvestorLine Inc. and BMO Ligne D'action Inc. provide this commentary to clients for informational purposes only. The information contained herein is based on sources that we believe to be reliable, but is not guaranteed by us, may be incomplete or may change without notice. The comments included in this document are general in nature, and professional advice regarding an individual's particular position should be obtained.
An adviceDirect account is a non-discretionary fee based account which offers investment recommendations. adviceDirect does not provide portfolio management by a portfolio manager. The client makes their own investment decisions and manages their own investment portfolio. adviceDirect does not offer discretionary, managed accounts.
BMO InvestorLine Inc. is a member of BMO Financial Group.
® Registered trade-mark of Bank of Montreal, used under licence. BMO InvestorLine Inc. is a wholly owned subsidiary of Bank of Montreal Holdings Inc. Member – Canadian Investor Protection Fund and IIROC.
For further information:
Media contacts for BMO:
Rachael McKay, Toronto
416-867-3996
rachael.mckay@bmo.com

Valerie Doucet, Montreal
514-877-8224
valerie.doucet@bmo.com

Laurie Grant, Vancouver
604-665-7596
laurie.grant@bmo.com

Media Contacts for Recognia:
Renae Godish
312-346-2005
Renae@vividascent.com