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Bank of Nova Scotia T.BNS

Alternate Symbol(s):  BNS

The Bank of Nova Scotia (the Bank) is a Canadian chartered bank. The Bank's segments include Canadian Banking, International Banking, Global Wealth Management, Global Banking and Markets, and Other. The Canadian Banking segment provides a full suite of financial advice and banking solutions. The International Banking segment is a diverse franchise offering financial advice and solutions to retail, corporate and commercial clients. The Global Wealth Management segment is focused on delivering comprehensive wealth management advice and solutions to clients across the Bank's footprint. The Global Wealth Management segment serves investment fund and advisory clients across 13 countries. The Global Banking and Markets segment provides corporate clients with lending and transaction services, investment banking advice and access to capital markets. The Other segment includes Group Treasury, smaller operating segments and corporate items which are not allocated to a business line.


TSX:BNS - Post by User

Comment by Botero789on Aug 13, 2024 5:40pm
142 Views
Post# 36177454

RE:RE:RE:RE:BNS lets make a deal

RE:RE:RE:RE:BNS lets make a deal

I was merely correcting the factual record for the benefit of the forum here. I'm familiar with all the press releases of this company. I don't see the point you're trying to establish. The stock has largely been in the low to mid 60s under the new CEO, And this was pretty much the level it was at when he took over in January 2023. They had an investor day and clearly articulated their new strategy which they are now beginning to execute.

It seems based on your previous post, that you sold all your shares since You didn't like what you referred to as a new "non-bank" CEO. As I have stated, I wouldn't necessarily refer to him as a "non-bank" CEO given that he had 7 years on the BOD for BNS, prior to the CEO and president appointment! However, That's the beautiful thing about investing, there is room for all perspectives and I respect your view!

It's normal on the day of announcement of an acquisition that the acquisitor share price will go down! However, based on my training and experience, the share price was overdone and punished unduly yesterday. Hence, I took an immediate position in this company In the early morning trading. It was only after that I looked at this board, and I saw the clear error in your message. I understand the point you were trying to make and I respect your perspective, however I just wanted to correct the record to keep it accurate!

Time will determine the propriety of the new strategy, but the market today was positive. Healthy dividend! If the earnings are good on August 27, the stock should continue to rebound! As they continue to execute on the commitments made during their strategic presentation, including a value for money audit of all of their business in the Pacific Rim, I have a reasonable level of confidence that the share price will go higher.

There is also a beneficial tailwind in that we are entering a phase of the current economic cycle where we will see a downward interest rate trajectory, which can be positive for banks.

Furthermore, BNS and other banks have set-aside reserves In previous quarters for potential defaulted mortgages and loans. But as interest rates come down quickly this will unlikely occur, and in this scenario, the banks will recover these reserves into quarterly net income which Could be an added near term benefit for all banks!

Anyway, thanks for your post but I assure you I have read all of the press releases! 

regardless of all of the variables and new information to come, I am reasonably confident that in the next 1 to 2 years the stock will be once again trading in the 70s!

**  Having said this, I am in no way promoting the stock. I acquired a position at a very attractive price. I am not pushing others to buy it. I encourage everyone to do their own due diligence. I'm just offering my own personal perspective to this forum! 

GLTA! 

 

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