Welcome Michael
Here is my view
http://www.hotcopper.com.au/post_single.asp?fid=1&tid=651335&msgno=2747596#2747596
Once this occurs (if it does and I believe it will now) selected banks will offer the best long term value we will see for some time IMO.
Am I right, damn I truly hope so as I will literally be banking on it. Sorry for the pun.
For now I sit in waiting.