Investment Q&A - 5i Research

Illumina Inc. (ILMN $126.20)
- $126.20 P/E (TTM): 22.63X Cap: $19.26B
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Intuitive Surgical Inc. (ISRG $469.98)
- $469.98 P/E (TTM): 60.74X Cap: $167.58B
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Sea Limited American Depositary Shares each representing one Class A (SE $82.47)
- $82.47 P/E (TTM): 107.82X Cap: $46.36B
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Brookfield Renewable Partners L.P. (BEP.UN $43.78)
- $43.78 Cap: $29.31B
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Enghouse Systems Limited (ENGH $16.26)
- $16.26 P/E (TTM): 12.32X Cap: $877M
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MercadoLibre Inc. (MELI $1,639.47)
- $1,639.47 P/E (TTM): 42.29X Cap: $81.72B
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IDEXX Laboratories Inc. (IDXX $575.72)
- $575.72 P/E (TTM): 44.23X Cap: $45.34B
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The Trade Desk Inc. (TTD $21.97)
- $21.97 P/E (TTM): 26.61X Cap: $10.63B
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Etsy Inc. (ETSY $48.23)
- $48.23 P/E (TTM): 37.76X Cap: $4.76B
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JD.com Inc. (JD $29.75)
- $29.75 P/E (TTM): 7.04X Cap: $39.92B
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Roku Inc. (ROKU $95.06)
- $95.06 P/E (TTM): 174.66X Cap: $14.09B
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WELL Health Technologies Corp. (WELL $3.86)
- $3.86 Cap: $978M
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Everpure Inc. Class A (PSTG $65.47)
- $65.47 P/E (TTM): 165.28X Cap: $21.51B
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Crocs Inc. (CROX $80.09)
- $80.09 Cap: $4.01B
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Axon Enterprise Inc. (AXON $460.15)
- $460.15 P/E (TTM): 335.95X Cap: $36.70B
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Guardant Health Inc. (GH $86.58)
- $86.58 Cap: $10.96B
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Redfin Corporation (RDFN)
- Cap: $1.43B
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Perion Network Ltd (PERI $10.27)
- $10.27 Cap: $353M
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.19)
- $12.19 Cap: $1.65B
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Pinterest Inc. Class A (PINS $18.68)
- $18.68 P/E (TTM): 31.02X Cap: $12.23B
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Zoom Communications Inc. (ZM $78.11)
- $78.11 P/E (TTM): 12.57X Cap: $22.38B
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Fiverr International Ltd. no par value (FVRR $10.03)
- $10.03 Cap: $360M
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CrowdStrike Holdings Inc. (CRWD $385.86)
- $385.86 Cap: $99.66B
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InMode Ltd. (INMD $13.75)
- $13.75 Cap: $868M
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Lemonade Inc. (LMND $67.11)
- $67.11 Cap: $5B
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Palantir Technologies Inc. (PLTR $154.96)
- $154.96 P/E (TTM): 255.3X Cap: $370.02B
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Airbnb Inc. (ABNB $131.81)
- $131.81 P/E (TTM): 32.9X Cap: $79.13B
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Upstart Holdings Inc. (UPST $26.09)
- $26.09 P/E (TTM): 66.45X Cap: $2.60B
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Mitek Systems Inc. (MITK $14.17)
- $14.17 P/E (TTM): 42.0X Cap: $638M
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Taboola.com Ltd. (TBLA $3.06)
- $3.06 P/E (TTM): 24.23X Cap: $860M
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Riskified Ltd. Class A (RSKD $4.02)
- $4.02 Cap: $638M
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Lantheus Holdings Inc. (LNTH $75.63)
- $75.63 P/E (TTM): 22.34X Cap: $4.82B
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Catalyst Pharmaceuticals Inc. (CPRX $23.80)
- $23.80 P/E (TTM): 13.8X Cap: $2.81B
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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 $4.02)
- $4.02 Cap: $638M
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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 $4.02)
- $4.02 Cap: $638M
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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