Investment Q&A - 5i Research

Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Enghouse Systems Limited (ENGH)
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MercadoLibre Inc. (MELI)
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IDEXX Laboratories Inc. (IDXX)
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The Trade Desk Inc. (TTD)
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Etsy Inc. (ETSY)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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WELL Health Technologies Corp. (WELL)
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Pure Storage Inc. Class A (PSTG)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Guardant Health Inc. (GH)
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Redfin Corporation (RDFN)
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Perion Network Ltd (PERI)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
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Zoom Video Communications Inc. (ZM)
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Fiverr International Ltd. no par value (FVRR)
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CrowdStrike Holdings Inc. (CRWD)
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InMode Ltd. (INMD)
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Lemonade Inc. (LMND)
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Palantir Technologies Inc. Class A (PLTR)
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Airbnb Inc. (ABNB)
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Upstart Holdings Inc. (UPST)
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Mitek Systems Inc. (MITK)
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Taboola.com Ltd. (TBLA)
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Riskified Ltd. Class A (RSKD)
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Lantheus Holdings Inc. (LNTH)
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Catalyst Pharmaceuticals Inc. (CPRX)
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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)
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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)
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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