- Not much to say about this Bank, except to state the obvious, it has been battered over the last few years
- Will allocate long
- I am looking for pull-backs to enter on(might change, depending on price action)
- Time horizon for this allocation is medium term
The counter
- I like the talk of the 'new' `CEO, however talk is cheap, action is not.
- Will allocate long
- I am looking for pull-backs to enter on(might change, depending on price action)
- Time horizon for this allocation is medium term
The counter
- I like the talk of the 'new' `CEO, however talk is cheap, action is not.
DB equity might indirectly benefit, if the restructuring is favourable, perhaps?? - might be a good time to enter DB