Investment Q&A - 5i Research

Illumina Inc. (ILMN $95.12)
- $95.12 P/E (TTM): 12.27X Cap: $15.26B
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Intuitive Surgical Inc. (ISRG $449.68)
- $449.68 P/E (TTM): 62.67X Cap: $163.41B
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Sea Limited American Depositary Shares each representing one Class A (SE $196.05)
- $196.05 P/E (TTM): 260.86X Cap: $116.33B
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Brookfield Renewable Partners L.P. (BEP.UN $35.03)
- $35.03 Cap: $22.77B
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Enghouse Systems Limited (ENGH $20.96)
- $20.96 P/E (TTM): 15.35X Cap: $1.15B
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MercadoLibre Inc. (MELI $2,339.36)
- $2,339.36 P/E (TTM): 58.03X Cap: $118.59B
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IDEXX Laboratories Inc. (IDXX $641.14)
- $641.14 P/E (TTM): 53.72X Cap: $51.29B
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The Trade Desk Inc. (TTD $45.15)
- $45.15 P/E (TTM): 54.51X Cap: $22.07B
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Etsy Inc. (ETSY $58.94)
- $58.94 P/E (TTM): 47.39X Cap: $5.90B
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JD.com Inc. (JD $33.67)
- $33.67 P/E (TTM): 8.92X Cap: $49.99B
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Roku Inc. (ROKU $94.52)
- $94.52 Cap: $13.92B
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WELL Health Technologies Corp. (WELL $4.70)
- $4.70 Cap: $1.19B
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Pure Storage Inc. Class A (PSTG $82.30)
- $82.30 P/E (TTM): 225.42X Cap: $27.09B
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Crocs Inc. (CROX $77.43)
- $77.43 P/E (TTM): 21.7X Cap: $4.22B
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Axon Enterprise Inc. (AXON $756.13)
- $756.13 P/E (TTM): 180.83X Cap: $58.96B
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Guardant Health Inc. (GH $54.90)
- $54.90 Cap: $6.84B
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Redfin Corporation (RDFN)
- Cap: $1.43B
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Perion Network Ltd (PERI $9.29)
- $9.29 Cap: $422M
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.42)
- $16.42 Cap: $2.26B
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Pinterest Inc. Class A (PINS $35.03)
- $35.03 P/E (TTM): 12.49X Cap: $23.81B
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Zoom Communications Inc. (ZM $83.98)
- $83.98 P/E (TTM): 22.36X Cap: $25.13B
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Fiverr International Ltd. no par value (FVRR $23.85)
- $23.85 Cap: $856M
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CrowdStrike Holdings Inc. (CRWD $436.10)
- $436.10 Cap: $109.44B
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InMode Ltd. (INMD $14.83)
- $14.83 Cap: $1.03B
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Lemonade Inc. (LMND $52.57)
- $52.57 Cap: $3.72B
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Palantir Technologies Inc. (PLTR $171.43)
- $171.43 P/E (TTM): 555.8X Cap: $389.91B
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Airbnb Inc. (ABNB $122.55)
- $122.55 P/E (TTM): 29.94X Cap: $76.15B
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Upstart Holdings Inc. (UPST $63.08)
- $63.08 Cap: $6.06B
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Mitek Systems Inc. (MITK $10.24)
- $10.24 P/E (TTM): 31.51X Cap: $467M
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Taboola.com Ltd. (TBLA $3.35)
- $3.35 P/E (TTM): 84.75X Cap: $1B
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Riskified Ltd. Class A (RSKD $4.60)
- $4.60 Cap: $737M
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Lantheus Holdings Inc. (LNTH $52.94)
- $52.94 P/E (TTM): 14.66X Cap: $3.59B
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Catalyst Pharmaceuticals Inc. (CPRX $19.97)
- $19.97 P/E (TTM): 12.27X Cap: $2.44B
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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 $4.60)
- $4.60 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 $4.60)
- $4.60 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