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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: Kneat.com, Well Health and Vitalhub all provide services to the health care sector and all have been recommended by 5i as buys in the past. Please rank in order of growth potential over the next five year and a current entry price for each.
Read Answer Asked by Scott on October 17, 2025
Q: Hi,
I have too many small positions with a 1% holding in the stocks listed above. I would like to sell one and increase the holdings of the other 2 stocks. Which one would you sell? No tax implications and want to keep which ever you think has the best outlook going forward.
Thanks
Kerri
Read Answer Asked by KERRI on October 17, 2025
Q: I can find no references in Questions to this company but I am sure it once downplayed as too small and speculative. Since then the company has received a NASDQ listing and gone from $3 to a recent high of $20.75. Do you have any comments on this company.
Read Answer Asked by Doug on October 16, 2025
Q: HG Just found out about this company. Has had a huge gain. Within the last six months it has gone up 1000 percent. Can you give me some advice on it.
Read Answer Asked by steven on October 16, 2025
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