Investment Q&A - 5i Research

Illumina Inc. (ILMN $101.48)
- $101.48 P/E (TTM): 12.23X Cap: $15.51B
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Intuitive Surgical Inc. (ISRG $434.50)
- $434.50 P/E (TTM): 62.63X Cap: $155.57B
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Sea Limited American Depositary Shares each representing one Class A (SE $189.07)
- $189.07 P/E (TTM): 264.93X Cap: $111.93B
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Brookfield Renewable Partners L.P. (BEP.UN $35.24)
- $35.24 Cap: $23.36B
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Enghouse Systems Limited (ENGH $20.97)
- $20.97 P/E (TTM): 15.44X Cap: $1.15B
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MercadoLibre Inc. (MELI $2,390.14)
- $2,390.14 P/E (TTM): 57.79X Cap: $121.17B
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IDEXX Laboratories Inc. (IDXX $645.65)
- $645.65 P/E (TTM): 53.38X Cap: $51.52B
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The Trade Desk Inc. (TTD $44.90)
- $44.90 P/E (TTM): 54.4X Cap: $22.26B
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Etsy Inc. (ETSY $59.41)
- $59.41 P/E (TTM): 48.31X Cap: $5.72B
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JD.com Inc. (JD $34.71)
- $34.71 P/E (TTM): 8.92X Cap: $50.44B
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Roku Inc. (ROKU $97.91)
- $97.91 Cap: $13.83B
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WELL Health Technologies Corp. (WELL $4.63)
- $4.63 Cap: $1.17B
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Pure Storage Inc. Class A (PSTG $87.09)
- $87.09 P/E (TTM): 195.95X Cap: $28.51B
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Crocs Inc. (CROX $78.99)
- $78.99 P/E (TTM): 20.76X Cap: $4.23B
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Axon Enterprise Inc. (AXON $750.67)
- $750.67 P/E (TTM): 186.98X Cap: $59.72B
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Guardant Health Inc. (GH $55.40)
- $55.40 Cap: $6.83B
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Redfin Corporation (RDFN)
- Cap: $1.43B
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Perion Network Ltd (PERI $9.47)
- $9.47 Cap: $415M
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.00)
- $17.00 Cap: $2.32B
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Pinterest Inc. Class A (PINS $36.25)
- $36.25 P/E (TTM): 12.52X Cap: $24.65B
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Zoom Communications Inc. (ZM $85.20)
- $85.20 P/E (TTM): 22.33X Cap: $25.49B
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Fiverr International Ltd. no par value (FVRR $23.22)
- $23.22 Cap: $823M
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CrowdStrike Holdings Inc. (CRWD $444.98)
- $444.98 Cap: $111.61B
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InMode Ltd. (INMD $14.96)
- $14.96 Cap: $1.04B
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Lemonade Inc. (LMND $57.30)
- $57.30 Cap: $4.18B
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Palantir Technologies Inc. (PLTR $170.26)
- $170.26 P/E (TTM): 571.43X Cap: $406.16B
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Airbnb Inc. (ABNB $121.66)
- $121.66 P/E (TTM): 29.82X Cap: $74.80B
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Upstart Holdings Inc. (UPST $67.17)
- $67.17 Cap: $6.44B
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Mitek Systems Inc. (MITK $9.76)
- $9.76 P/E (TTM): 30.84X Cap: $455M
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Taboola.com Ltd. (TBLA $3.39)
- $3.39 P/E (TTM): 83.75X Cap: $1B
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Riskified Ltd. Class A (RSKD $4.48)
- $4.48 Cap: $737M
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Lantheus Holdings Inc. (LNTH $51.98)
- $51.98 P/E (TTM): 13.8X Cap: $3.53B
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Catalyst Pharmaceuticals Inc. (CPRX $20.07)
- $20.07 P/E (TTM): 11.98X Cap: $2.45B
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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 $4.48)
- $4.48 Cap: $737M
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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 $4.48)
- $4.48 Cap: $737M
- View RSKD Profile
- View Questions on RSKD

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