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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5i Team,

I'm considering selling my slumping AYX and replacing it with either JD for some China exposure, CRWD, or CRM. Just wondering if I can get your thoughts on this and a ranking for a five year hold. I would be selling AYX with a small gain, but I know it's not expected to do much in the short term and maybe prospects are better elsewhere? Thanks.
Read Answer Asked by Bradley on September 23, 2020
Q: My powder keg is dry waiting for the covid 2nd wave and in my opinion anticipated second market adjustment. The recent jitters made me realize I haven't made my buy plan for my cash...I am pleased with my portfolio and don't have any huge gaps, I am slowly switching from growth to income so am looking more toward your income portfolio for inspiration. In Canada ENB and H looked like good buy options and I already own Suncor so would top up on that as well to a full position. In the USA I am leaning towards P&G and Coke. These complement my current holdings and I feel these additions will do OK in a possible extended covid induced economic slowdown as well as be good long term income holdings.

Any names you wished you had added on the last drop or names you are watching with interest?
Read Answer Asked by Tom on September 23, 2020
Q: Going forward past the covid and the US elections, what sectors would you prioritise and what would be your picks in those sectors
Thanks for the great help
Read Answer Asked by James on September 23, 2020
Q: "Hello 5i team,

As we approach election season and Q4, the markets look to be taking a bit of a downturn that is reminiscent of earlier this year in Feb/Mar.

What are your thoughts on what's ahead for Q4 in terms of buying? Are there any industries and/or names that you would suggest to focus on?

Specifically, I am considering AAPL, MA, SHOP, SQ and AMZN on the current correction, given the upcoming holiday and gift buying season is likely to have a lot of ecommerce action and new apple toys, with payment processing being a natural fit.

If you could suggest your views on which industries and names have typical strength Q4 that would be appreciated.

Thanks very much! "
Read Answer Asked by TRINA on September 23, 2020
Q: First of all, thank you for all your great advice. It's appreciated.
I'm interested in ideas for some good stocks involved in "data protection," please. Basically cyber security I guess, but more specifically the protection of what the everyday individual does on the internet, social media, etc (ie: your personal data) from being collected and used by Facebook, Google, Apple, Amazon, etc, etc, etc.
If you have a differing opinion please feel free to express it, but my thought would be that what is done with our personal data and all the compounding issues that tie into this theme are a societal issue that will hopefully get a lot of attention in the coming years.. decades..
Thank you.
Read Answer Asked by Sandra on September 21, 2020
Q: I just retired with no pension and living off my portfolio. I’m sitting on a lot of cash right now with very little US investments. I would like to start buying slowly. What would you suggest. Preferably ETF’s listed on the TSX with the odd US stock. Thanks
Read Answer Asked by HEATH on September 21, 2020
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