Q: With the sector rotation taking place I'm interested in buying or adding dividend paying companies that could benefit from the change taking place. With that in mind, and hoping for some growth and relatively secure dividends, could you please suggest what you consider to be your top 5 Canadian and 5 American companies that could benefit from this sector rotation.

Q: While off their lows, financials have not recovered this year. I am having difficulty not seeing these as 'shouting', if not screaming buys for the long term investor. Companies like JPM and BNS seem to have sound businesses and pay a nice divvy. The conservative nature of banks in Canada seems particularly attractive under these circumstances. What am I missing? Can you add some granularity please. Thank-you.

Q: Hello 5i Team,
Seems that Square is recently facing much more competition. Just in the last two days, JP Morgan has launched "Quick Accept", Visa has announced "Tap to Phone" and Paypal is opening up their network to cryptocurrencies. Is the big run over for Square, and would you recommend possibly switching to Paypal within the payments space, given these announcements? Thanks. Brad