Post by
GROG on Feb 15, 2024 8:37pm
This is what keeps me up at night regarding the banks
I'm thinking banks are going to face some headwinds soon. If DGS stays with it's current focus on financial institutions, can this cause some pain?
https://ottawa.ctvnews.ca/ottawa-woman-faces-foreclosure-and-bankruptcy-after-scotiabank-serves-her-papers-1.6771086
Comment by
mouserman on Feb 16, 2024 2:05pm
I think DFN has more % in banks than DGS. DGS with a much bigger % of the top ten with lifecos than banks. MFC would likley be the 4th biggest holding after the runup after Q results. IAG also in the top 5... but you are right there is much more debt risk with banks...in the current housing mess in Canada.
Comment by
flamingogold on Feb 16, 2024 7:40pm
And yet... the bidding wars are back. There must be something in the Canadian air.