Q: Kind of an apples and oranges choice between two completely different industries but if you were only buying one ..... RS for a Trump play on tariffs ? Or EQB in Canada ? And a brief explanation why ? ...... Thanks for your terrific service Garth .......
5i Research Answer:
There is also a size difference here. We think both could be owned. EQB is significantly cheaper, and probably less cyclical. Its dividend is slightly higher and if we look at consensus estimates its expected growth rate is also higher. So, EQB wins with a higher yield, a lower valuation and a higher predicted growth rate.