Investment Q&A - 5i Research

Illumina Inc. (ILMN $99.25)
- $99.25 Cap: $15.83B
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Intuitive Surgical Inc. (ISRG $512.06)
- $512.06 Fwd P/E: 77.02X Cap: $188.54B
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Sea Limited American Depositary Shares each representing one Class A (SE $148.26)
- $148.26 Fwd P/E: 201.89X Cap: $87.77B
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Brookfield Renewable Partners L.P. (BEP.UN $34.75)
- $34.75 Cap: $22.97B
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Enghouse Systems Limited (ENGH $22.97)
- $22.97 Fwd P/E: 16.87X Cap: $1.26B
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MercadoLibre Inc. (MELI $2,387.45)
- $2,387.45 Fwd P/E: 59.09X Cap: $121.03B
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IDEXX Laboratories Inc. (IDXX $533.37)
- $533.37 Fwd P/E: 50.01X Cap: $43.51B
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The Trade Desk Inc. (TTD $75.38)
- $75.38 Fwd P/E: 93.72X Cap: $37.76B
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Etsy Inc. (ETSY $57.87)
- $57.87 Fwd P/E: 42.14X Cap: $6.06B
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JD.com Inc. (JD $31.10)
- $31.10 Fwd P/E: 8.36X Cap: $45.19B
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Roku Inc. (ROKU $88.99)
- $88.99 Cap: $13.23B
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WELL Health Technologies Corp. (WELL $4.67)
- $4.67 Cap: $1.16B
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Pure Storage Inc. Class A (PSTG $56.36)
- $56.36 Fwd P/E: 159.89X Cap: $18.81B
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Crocs Inc. (CROX $103.75)
- $103.75 Fwd P/E: 6.49X Cap: $5.81B
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Axon Enterprise Inc. (AXON $729.62)
- $729.62 Fwd P/E: 177.05X Cap: $57.06B
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Guardant Health Inc. (GH $50.25)
- $50.25 Cap: $6.35B
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Redfin Corporation (RDFN)
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Perion Network Ltd (PERI $11.02)
- $11.02 Cap: $503M
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.70)
- $15.70 Cap: $2.20B
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Pinterest Inc. Class A (PINS $35.42)
- $35.42 Fwd P/E: 13.02X Cap: $24.22B
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Zoom Communications Inc. (ZM $73.40)
- $73.40 Fwd P/E: 22.54X Cap: $22.70B
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Fiverr International Ltd. no par value (FVRR $27.23)
- $27.23 Cap: $988M
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CrowdStrike Holdings Inc. (CRWD $478.45)
- $478.45 Cap: $121.41B
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InMode Ltd. (INMD $14.71)
- $14.71 Cap: $1.02B
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Lemonade Inc. (LMND $38.18)
- $38.18 Cap: $2.91B
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Palantir Technologies Inc. (PLTR $142.10)
- $142.10 Fwd P/E: 619.57X Cap: $336.28B
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Airbnb Inc. (ABNB $135.35)
- $135.35 Fwd P/E: 34.77X Cap: $85.81B
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Upstart Holdings Inc. (UPST $75.62)
- $75.62 Cap: $7.51B
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Mitek Systems Inc. (MITK $9.56)
- $9.56 Fwd P/E: 34.58X Cap: $450M
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Taboola.com Ltd. (TBLA $3.63)
- $3.63 Fwd P/E: 92.0X Cap: $1.20B
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Riskified Ltd. Class A (RSKD $5.01)
- $5.01 Cap: $845M
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Lantheus Holdings Inc. (LNTH $81.31)
- $81.31 Fwd P/E: 23.88X Cap: $5.62B
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Catalyst Pharmaceuticals Inc. (CPRX $21.81)
- $21.81 Fwd P/E: 13.92X Cap: $2.66B
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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 $5.01)
- $5.01 Cap: $845M
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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 $5.01)
- $5.01 Cap: $845M
- 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