Investment Q&A - 5i Research

Illumina Inc. (ILMN $128.90)
- $128.90 P/E (TTM): 22.04X Cap: $20.31B
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Intuitive Surgical Inc. (ISRG $488.33)
- $488.33 P/E (TTM): 62.53X Cap: $176.23B
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Sea Limited American Depositary Shares each representing one Class A (SE $84.57)
- $84.57 P/E (TTM): 155.41X Cap: $62.28B
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Brookfield Renewable Partners L.P. (BEP.UN $42.59)
- $42.59 Cap: $28.45B
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Enghouse Systems Limited (ENGH $17.80)
- $17.80 P/E (TTM): 12.77X Cap: $971M
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MercadoLibre Inc. (MELI $1,705.18)
- $1,705.18 P/E (TTM): 45.51X Cap: $90.08B
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IDEXX Laboratories Inc. (IDXX $631.63)
- $631.63 P/E (TTM): 49.42X Cap: $50.69B
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The Trade Desk Inc. (TTD $24.49)
- $24.49 P/E (TTM): 27.78X Cap: $11.57B
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Etsy Inc. (ETSY $52.59)
- $52.59 P/E (TTM): 37.68X Cap: $5.19B
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JD.com Inc. (JD $25.34)
- $25.34 P/E (TTM): 7.06X Cap: $38.29B
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Roku Inc. (ROKU $94.82)
- $94.82 Cap: $14.46B
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WELL Health Technologies Corp. (WELL $4.19)
- $4.19 Cap: $1.06B
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Pure Storage Inc. Class A (PSTG $61.92)
- $61.92 P/E (TTM): 175.49X Cap: $21.63B
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Crocs Inc. (CROX $84.62)
- $84.62 Cap: $4.36B
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Axon Enterprise Inc. (AXON $565.77)
- $565.77 P/E (TTM): 133.58X Cap: $45.98B
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Guardant Health Inc. (GH $90.74)
- $90.74 Cap: $12.09B
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Redfin Corporation (RDFN)
- Cap: $1.43B
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Perion Network Ltd (PERI $8.57)
- $8.57 Cap: $380M
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.50)
- $12.50 Cap: $1.73B
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Pinterest Inc. Class A (PINS $18.63)
- $18.63 P/E (TTM): 27.36X Cap: $11.62B
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Zoom Communications Inc. (ZM $73.58)
- $73.58 P/E (TTM): 16.74X Cap: $21.42B
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Fiverr International Ltd. no par value (FVRR $10.44)
- $10.44 Cap: $375M
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CrowdStrike Holdings Inc. (CRWD $386.52)
- $386.52 Cap: $97.02B
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InMode Ltd. (INMD $13.40)
- $13.40 Cap: $864M
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Lemonade Inc. (LMND $50.86)
- $50.86 Cap: $4.06B
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Palantir Technologies Inc. (PLTR $144.32)
- $144.32 P/E (TTM): 207.3X Cap: $347.05B
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Airbnb Inc. (ABNB $131.60)
- $131.60 P/E (TTM): 29.35X Cap: $81.11B
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Upstart Holdings Inc. (UPST $27.84)
- $27.84 Cap: $2.77B
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Mitek Systems Inc. (MITK $14.65)
- $14.65 P/E (TTM): 35.4X Cap: $668M
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Taboola.com Ltd. (TBLA $3.03)
- $3.03 P/E (TTM): 40.62X Cap: $850M
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Riskified Ltd. Class A (RSKD $4.66)
- $4.66 Cap: $727M
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Lantheus Holdings Inc. (LNTH $76.49)
- $76.49 P/E (TTM): 30.98X Cap: $4.92B
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Catalyst Pharmaceuticals Inc. (CPRX $23.91)
- $23.91 P/E (TTM): 14.02X Cap: $2.91B
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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 $4.66)
- $4.66 Cap: $727M
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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 $4.66)
- $4.66 Cap: $727M
- 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