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Bank of Montreal (BMO $175.76)
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Canadian Imperial Bank of Commerce (CM $81.11)
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Toronto Dominion Bank (The) (TD $80.85)
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Royal Bank Of Canada (RY $146.80)
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Bank of Nova Scotia (The) (BNS $64.18)
Q: A follow up to Mark's question on Oct 2nd regarding buying the Canadian Big Banks, you mentioned that you would not need to buy the banks in a portfolio. Can you elaborate and explain the thought process. Also how would you allocate a portfolio in terms of weighting in such a scenario.