Investment Q&A - 5i Research

Illumina Inc. (ILMN $119.72)
- $119.72 P/E (TTM): 30.79X Cap: $18.29B
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Intuitive Surgical Inc. (ISRG $488.15)
- $488.15 P/E (TTM): 62.92X Cap: $173.35B
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Sea Limited American Depositary Shares each representing one Class A (SE $108.54)
- $108.54 P/E (TTM): 146.72X Cap: $64.25B
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
- $41.60 Cap: $27.37B
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Enghouse Systems Limited (ENGH $17.95)
- $17.95 P/E (TTM): 13.43X Cap: $982M
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MercadoLibre Inc. (MELI $1,970.15)
- $1,970.15 P/E (TTM): 49.66X Cap: $99.88B
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IDEXX Laboratories Inc. (IDXX $644.61)
- $644.61 P/E (TTM): 51.04X Cap: $51.47B
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The Trade Desk Inc. (TTD $27.04)
- $27.04 P/E (TTM): 30.16X Cap: $13.07B
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Etsy Inc. (ETSY $57.82)
- $57.82 P/E (TTM): 38.9X Cap: $5.70B
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JD.com Inc. (JD $28.07)
- $28.07 P/E (TTM): 7.1X Cap: $40.79B
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Roku Inc. (ROKU $85.85)
- $85.85 Cap: $12.68B
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WELL Health Technologies Corp. (WELL $4.05)
- $4.05 Cap: $1.02B
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Pure Storage Inc. Class A (PSTG $70.99)
- $70.99 P/E (TTM): 164.82X Cap: $23.43B
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Crocs Inc. (CROX $85.81)
- $85.81 P/E (TTM): 27.52X Cap: $4.45B
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Axon Enterprise Inc. (AXON $414.20)
- $414.20 P/E (TTM): 126.07X Cap: $32.87B
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Guardant Health Inc. (GH $101.85)
- $101.85 Cap: $12.83B
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Redfin Corporation (RDFN)
- Cap: $1.43B
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Perion Network Ltd (PERI $8.64)
- $8.64 Cap: $384M
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
- $12.65 Cap: $1.72B
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Pinterest Inc. Class A (PINS $19.60)
- $19.60 P/E (TTM): 6.69X Cap: $13.24B
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Zoom Communications Inc. (ZM $92.20)
- $92.20 P/E (TTM): 17.33X Cap: $27.30B
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Fiverr International Ltd. no par value (FVRR $15.46)
- $15.46 Cap: $555M
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CrowdStrike Holdings Inc. (CRWD $395.50)
- $395.50 Cap: $99.70B
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InMode Ltd. (INMD $15.08)
- $15.08 Cap: $1.04B
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Lemonade Inc. (LMND $74.26)
- $74.26 Cap: $5.54B
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Palantir Technologies Inc. (PLTR $135.90)
- $135.90 P/E (TTM): 309.55X Cap: $323.90B
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Airbnb Inc. (ABNB $122.18)
- $122.18 P/E (TTM): 28.94X Cap: $75.20B
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Upstart Holdings Inc. (UPST $38.24)
- $38.24 P/E (TTM): 144.25X Cap: $3.72B
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Mitek Systems Inc. (MITK $11.83)
- $11.83 P/E (TTM): 52.23X Cap: $536M
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Taboola.com Ltd. (TBLA $3.60)
- $3.60 P/E (TTM): 45.37X Cap: $1.07B
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Riskified Ltd. Class A (RSKD $4.29)
- $4.29 Cap: $695M
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Lantheus Holdings Inc. (LNTH $64.89)
- $64.89 P/E (TTM): 27.37X Cap: $4.30B
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Catalyst Pharmaceuticals Inc. (CPRX $24.44)
- $24.44 P/E (TTM): 13.9X Cap: $3B
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Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!

Read Answer Asked by Andrew on January 04, 2023

Riskified Ltd. Class A (RSKD $4.29)
- $4.29 Cap: $695M
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Q: Hello 5i,

I would like your thoughts on this company. After the big drop would you start a position for the long term ?
As always, thank you very much for your insight.

Read Answer Asked by jean on November 17, 2021

Riskified Ltd. Class A (RSKD $4.29)
- $4.29 Cap: $695M
- View RSKD Profile
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Q: Hello 5i,

I would like your thoughts on this company. Is there any resemblance to UPST?
As always, thank you very much for your insight.

Marc

Read Answer Asked by Marc on September 07, 2021