Willamette Valley Vineyards Preferred Stock Today

WVVIP Preferred Stock  USD 4.24  0.06  1.44%   

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Willamette Valley is selling at 4.24 as of the 18th of March 2024; that is 1.44 percent up since the beginning of the trading day. The preferred stock's last reported lowest price was 4.24. Willamette Valley has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Willamette Valley Vineyards are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of February 2024 and ending today, the 18th of March 2024. Click here to learn more.
Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. Willamette Valley Vineyards, Inc. was founded in 1983 and is headquartered in Turner, Oregon. Willamette Valley operates under BeveragesWineries Distilleries classification in the United States and is traded on NASDAQ Exchange. The company has 4.96 M outstanding shares of which 6.37 K shares are at this time shorted by private and institutional investors with about 2.2 days to cover all short positions. More on Willamette Valley Vineyards

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Willamette Preferred Stock Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Willamette Valley's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Willamette Valley or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
PresidentJames Bernau
Thematic IdeaBeer and Liquor (View all Themes)
Business ConcentrationBeer and Liquor, Beverages - Wineries & Distilleries, Consumer Defensive, Consumer Staples, Beverages, Beverages—Wineries & Distilleries, Consumer Defensive (View all Sectors)
Willamette Valley Vineyards (WVVIP) is traded on NASDAQ Exchange in USA. It is located in 8800 Enchanted Way, SE, Turner, OR, United States, 97392 and employs 177 people. Willamette Valley is listed under Beer and Liquor category by Fama And French industry classification. The company currently falls under 'Micro-Cap' category with a current market capitalization of 39.46 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Willamette Valley's market, we take the total number of its shares issued and multiply it by Willamette Valley's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Willamette Valley classifies itself under Beverages sector and is part of Consumer Staples industry. The entity has 4.96 M outstanding shares of which 6.37 K shares are at this time shorted by private and institutional investors with about 2.2 days to cover all short positions. Willamette Valley Vineyards has accumulated about 3.13 M in cash with 2.57 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.63.
Check Willamette Valley Probability Of Bankruptcy
Ownership Allocation
The market capitalization of Willamette Valley is currently $39.46 Million. Roughly 100.0 (%) of Willamette Valley outstanding shares are held by general public with 0.24 % owned by insiders and only 0.0 percent by institutional investors. Please note that no matter how profitable the entity is or how many assets it hold, if the real value is less than what market suggests, you will most likely generate negative returns and should consider selling it at some point.
Check Willamette Ownership Details

Willamette Stock Price Odds Analysis

In regard to a normal probability distribution, the odds of Willamette Valley jumping above the current price in 90 days from now is about 79.17%. The Willamette Valley Vineyards probability density function shows the probability of Willamette Valley preferred stock to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Willamette Valley has a beta of 0.2265. This entails as returns on the market go up, Willamette Valley average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Willamette Valley Vineyards will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Willamette Valley is significantly underperforming NYSE Composite.
  Odds Below 4.24HorizonTargetOdds Above 4.24
20.60%90 days
 4.24 
79.17%
Based on a normal probability distribution, the odds of Willamette Valley to move above the current price in 90 days from now is about 79.17 (This Willamette Valley Vineyards probability density function shows the probability of Willamette Preferred Stock to fall within a particular range of prices over 90 days) .

Willamette Valley Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Willamette Valley market risk premium is the additional return an investor will receive from holding Willamette Valley long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Willamette Valley. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Willamette Valley's alpha and beta are two of the key measurements used to evaluate Willamette Valley's performance over the market, the standard measures of volatility play an important role as well.

Willamette Stock Against Markets

Picking the right benchmark for Willamette Valley preferred stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Willamette Valley preferred stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Willamette Valley is critical whether you are bullish or bearish towards Willamette Valley Vineyards at a given time. Please also check how Willamette Valley's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Willamette Valley without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Willamette Valley Corporate Directors

Willamette Valley corporate directors refer to members of a Willamette Valley board of directors. The board of directors generally takes responsibility for the Willamette Valley's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Willamette Valley's board members must vote for the resolution. The Willamette Valley board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
James EllisDirectorProfile
Stanley TurelIndependent DirectorProfile
Stan TurelIndependent DirectorProfile
Heather WestingDirectorProfile

How to buy Willamette Preferred Stock?

Before investing in Willamette Valley, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Willamette Valley. To buy Willamette Valley preferred stock, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Willamette Valley. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Willamette Valley preferred stock. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Willamette Valley Vineyards preferred stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Willamette Valley Vineyards preferred stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the preferred stock
It's important to note that investing in stocks, such as Willamette Valley Vineyards, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in preferred stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Willamette Valley Vineyards?

The danger of trading Willamette Valley Vineyards is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Willamette Valley is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Willamette Valley. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Willamette Valley is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Willamette Valley Vineyards. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
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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.
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Please note, there is a significant difference between Willamette Valley's value and its price as these two are different measures arrived at by different means. Investors typically determine if Willamette Valley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Willamette Valley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.