Post by
retiredcf on Aug 23, 2023 5:52am
Analyst Recommendation
COMMENT
Canadian banks(A Commentary)
22/08/2023
He is lightening his bank holdings given the shape of the yield curve; he expects loan-loss provisions to rise; doesn't see loan growth; and capital markets can be risky. Collect the dividend in the coming year, but not much more. Likes TD and BMO. He is massively underweight banks now.
John Zechner
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