RE:RE:RE:Macro economic question?pooltec....I still hold hold banks in portfolio as long term holds and as a dividend play although I have lightened up my positions in banks as part of my overall asset allocation stance. That said, once my scenario regarding a potential recession has passed, I will buy back in and in the long run I see the banking sector as a prime beneficiary of AI in terms of reducing their costs and my gut feeling is that this fact hasn't been priced in yet.
In terms of split share stocks, you need to be careful there. This is especially true for those that are priced a a sigificant premium to NAV.