EQB Inc. T.EQB.PR.C

Interesting Comparisons

[retiredcf]

With weak growth shown from CRM , and being that I am already tech heavy, would it be advisable to sell CRM to add to Propel and EQB? Both are growing much faster with much cheaper valuations ; but in the banking sector instead of tech. However, they are in the alternative banking sector which seems to have much higher growth than the traditional banks currently .

We think CRM can eventually recover, given its high-quality products and a likely shift in sentiment down the line, but we also really like the recent results from EQB, and feel that it is trading at a cheap valuation. We also like PRL as an even higher-growth name than EQB, but it is smaller and more risky. For a high-growth approach, that is slightly more conservative, we like EQB, for a high-growth, small-cap approach, we would be comfortable with a switch to PRL, while acknowledging that a stock like PRL can decline significantly and its market share can be taken by a larger player, whereas, CRM is more likely to have staying power in the long-term. (5iResearch)