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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: IJR has underperformed IWO this year. I am wondering if it is still worth holding or would selling for more IWO make sense? Also does 5i still believe small caps will turn-around and out-perform in future?
Read Answer Asked by Everett on October 15, 2025
Q: I see you have just added HME to your income portfolio. I have held it for a couple of years, and it pays a good dividend of about 8% including the semi annual special dividends. The stock price didn't do much until it spiked up on Sept 18, and it has been inching upward since then, now about 15% higher than 3 months ago. Do you have any idea what has caused the recent increase in the stock price? Do you think it could be a target for a takeover?
Read Answer Asked by Dan on October 15, 2025
Q: Dear Peter:

I see that SVM has just been added with a 1.5% position in 5i portfolio. This didn't get any mention in various questions on Silver by members. I see that the answers to previous questions on SVM (going back to August and beyond) didn't seem that enthusiastic.
Something must have changed. Bit surprised by the rationale in your portfolio update b/c China is not exactly in a "politically" correct environment!
In any event where would you place SVM amongst Silver stocks. (PAAS/CDE/AG/HL were your safe picks previously)

Many thanks.
Read Answer Asked by Savalai on October 14, 2025
Q: Roughly a month ago, I finished building a small, but "full" position. (2% vs a blue chip 4-5%).

I know you are not a fan of averaging down, but with the "GSY-short report sympathy decline", would you make an exception here and add more to PRL?

If so...and trying to avoid "catching a falling knife", at what price would you add at? When I look at the technicals, to my amateur eyes it looks like $23-24 has some support. Be more patient and wait for that price to come?

Your thoughts?.....Steve
Read Answer Asked by Stephen on October 14, 2025
Q: Hello 5i HOVR
Your assessment of New Horizon Aircraft please?
Thanks
Dave
Read Answer Asked by Dave on October 14, 2025
Q: Hi,
Is it possible that the 10% drop in WELL on Friday would be related to their announced presentation at the 2025 Cantech Investment Conference on Oct 9 in Toronto? Any info about this presentation from your sources? Too much Up & downs with this stock. It's not only the market. I'm loosing patience.
Thanks and good weekend.

Read Answer Asked by Denise on October 14, 2025
Q: Hi, you were generally positive in a past answer on $byrn. But cautious due to small market cap. They announced positive results again, with growth and profitability. Does this change your previous comments? It seems promising, especially due to all the unrest on the streets in USA - but I might be swayed by my perception.
Read Answer Asked by Kel on October 14, 2025