James Bernau - Willamette Valley Chairperson of the Board and Presidentident
| WVVIP Preferred Stock | USD 3.56 0.05 1.39% |
President
Mr. James W. Bernau is Chairperson of the Board, President of Willamette Valley Vineyards, Inc. He has served as Interim Chief Financial Officer of the company effective May 4, 2012. Mr. Bernau was President and Chairperson of the Board of Directors of the Company since its inception in May 1988. Willamette Valley Vineyards was originally established as a sole proprietorship by Oregon winegrower Jim Bernau in 1983, and he cofounded the Company in 1988 with Salem grape grower, Donald Voorhies. From 1981 to September 1989, Mr. Bernau was Director of the Oregon Chapter of the National Federation of Independent Businesses, an association of 15, 000 independent businesses in Oregon. Mr. Bernau has served as the President of the Oregon Winegrowers Association and the Treasurer of the associations Political Action Committee and Chair of the Promotions Committee of the Oregon Wine Advisory Board, the State of Oregons agency dedicated to the development of the industry. In March 2005, Mr. Bernau received the industrys Founders Award for his service. Mr. Bernaus qualifications to serve on the Companys Board of Directors include his more than 30 years of leadership of the Company and his industry experience and contacts. since 2013.
| Age | 69 |
| Tenure | 11 years |
| Phone | 503 588 9463 |
| Web | https://www.wvv.com |
James Bernau Latest Insider Activity
Tracking and analyzing the buying and selling activities of James Bernau against Willamette Valley preferred stock is an integral part of due diligence when investing in Willamette Valley. James Bernau insider activity provides valuable insight into whether Willamette Valley is net buyers or sellers over its current business cycle. Note, Willamette Valley insiders must abide by specific rules, including filing SEC forms every time they buy or sell Willamette Valley'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
James Bernau over a month ago Disposition of 100 shares by James Bernau of Willamette Valley at 7.03 subject to Rule 16b-3 | ||
James Bernau over two months ago Disposition of 448 shares by James Bernau of Willamette Valley at 12.75 subject to Rule 16b-3 | ||
James Bernau over three months ago Disposition of 3882 shares by James Bernau of Willamette Valley at 8.25 subject to Rule 16b-3 | ||
James Bernau over three months ago Acquisition by James Bernau of 408 shares of Willamette Valley at 3.7 subject to Rule 16b-3 |
Willamette Valley Management Efficiency
Willamette Valley's management efficiency ratios could be used to measure how well Willamette Valley manages its routine affairs as well as how well it operates its assets and liabilities.Similar Executives
| Found 4 records | PRESIDENT Age | ||
| James Cole | Andrew Peller Limited | N/A | |
| Helene Tissot | Pernod Ricard SA | N/A | |
| Rick Nechio | Fresh Grapes LLC | 46 | |
| Michael Carr | Brown Forman | 44 | |
Management Performance
| Return On Asset | 0.0025 |
Willamette Valley Management Team
Elected by the shareholders, the Willamette Valley's board of directors comprises two types of representatives: Willamette Valley inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Willamette. The board's role is to monitor Willamette Valley's management team and ensure that shareholders' interests are well served. Willamette Valley'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, Willamette Valley's outside directors are responsible for providing unbiased perspectives on the board's policies.
| James Bernau, Chairperson of the Board and Presidentident | ||
| John Ferry, Chief Officer | ||
| Joe Padilla, Chief Officer |
Willamette 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 Willamette Valley 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 Asset | 0.0025 | ||||
| Profit Margin | (0.0001) % | ||||
| Operating Margin | 0.01 % | ||||
| Current Valuation | 59.46 M | ||||
| Shares Outstanding | 4.96 M | ||||
| Shares Owned By Insiders | 0.24 % | ||||
| Number Of Shares Shorted | 6.37 K | ||||
| Price To Earning | 11.13 X | ||||
| Price To Sales | 1.22 X | ||||
| Revenue | 31.79 M |
Pair Trading with Willamette Valley
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 Willamette Valley 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 Willamette Valley will appreciate offsetting losses from the drop in the long position's value.Moving against Willamette Preferred Stock
| 0.55 | LW | Lamb Weston Holdings Buyout Trend | PairCorr |
| 0.53 | PM | Philip Morris Intern | PairCorr |
| 0.49 | NAPA | Duckhorn Portfolio | PairCorr |
The ability to find closely correlated positions to Willamette Valley could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Willamette Valley 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 Willamette Valley - 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 Willamette Valley Vineyards to buy it.
The correlation of Willamette Valley 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 Willamette Valley moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Willamette Valley 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 Willamette Valley 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.Additional Tools for Willamette Preferred Stock Analysis
When running Willamette Valley's price analysis, check to measure Willamette Valley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Willamette Valley is operating at the current time. Most of Willamette Valley's value examination focuses on studying past and present price action to predict the probability of Willamette Valley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Willamette Valley's price. Additionally, you may evaluate how the addition of Willamette Valley to your portfolios can decrease your overall portfolio volatility.