Investment Q&A - 5i Research

Illumina Inc. (ILMN $123.79)
- $123.79 P/E (TTM): 22.73X Cap: $19.01B
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Intuitive Surgical Inc. (ISRG $478.04)
- $478.04 P/E (TTM): 60.73X Cap: $169.74B
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Sea Limited American Depositary Shares each representing one Class A (SE $79.79)
- $79.79 P/E (TTM): 106.55X Cap: $46.68B
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Brookfield Renewable Partners L.P. (BEP.UN $41.97)
- $41.97 Cap: $28.89B
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Enghouse Systems Limited (ENGH $16.38)
- $16.38 P/E (TTM): 11.99X Cap: $869M
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MercadoLibre Inc. (MELI $1,666.08)
- $1,666.08 P/E (TTM): 41.52X Cap: $82.92B
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IDEXX Laboratories Inc. (IDXX $578.51)
- $578.51 P/E (TTM): 44.13X Cap: $45.90B
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The Trade Desk Inc. (TTD $23.95)
- $23.95 P/E (TTM): 26.79X Cap: $11.47B
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Etsy Inc. (ETSY $52.49)
- $52.49 P/E (TTM): 38.01X Cap: $5.08B
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JD.com Inc. (JD $27.54)
- $27.54 P/E (TTM): 6.97X Cap: $39.63B
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Roku Inc. (ROKU $97.81)
- $97.81 P/E (TTM): 166.55X Cap: $13.75B
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WELL Health Technologies Corp. (WELL $3.73)
- $3.73 Cap: $963M
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Everpure Inc. Class A (PSTG $64.46)
- $64.46 P/E (TTM): 160.59X Cap: $20.67B
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Crocs Inc. (CROX $79.69)
- $79.69 Cap: $3.80B
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Axon Enterprise Inc. (AXON $507.28)
- $507.28 P/E (TTM): 328.66X Cap: $39.89B
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Guardant Health Inc. (GH $84.96)
- $84.96 Cap: $11.17B
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Redfin Corporation (RDFN)
- Cap: $1.43B
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Perion Network Ltd (PERI $10.15)
- $10.15 Cap: $353M
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.27)
- $12.27 Cap: $1.64B
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Pinterest Inc. Class A (PINS $18.92)
- $18.92 P/E (TTM): 30.62X Cap: $12.42B
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Zoom Communications Inc. (ZM $77.95)
- $77.95 P/E (TTM): 12.36X Cap: $22.57B
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Fiverr International Ltd. no par value (FVRR $10.16)
- $10.16 Cap: $365M
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CrowdStrike Holdings Inc. (CRWD $413.31)
- $413.31 Cap: $104.82B
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InMode Ltd. (INMD $13.73)
- $13.73 Cap: $857M
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Lemonade Inc. (LMND $66.87)
- $66.87 Cap: $4.90B
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Palantir Technologies Inc. (PLTR $160.84)
- $160.84 P/E (TTM): 239.17X Cap: $360.22B
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Airbnb Inc. (ABNB $132.59)
- $132.59 P/E (TTM): 31.89X Cap: $80.70B
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Upstart Holdings Inc. (UPST $27.91)
- $27.91 P/E (TTM): 61.86X Cap: $2.54B
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Mitek Systems Inc. (MITK $14.70)
- $14.70 P/E (TTM): 40.23X Cap: $638M
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Taboola.com Ltd. (TBLA $3.15)
- $3.15 P/E (TTM): 23.85X Cap: $860M
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Riskified Ltd. Class A (RSKD $4.19)
- $4.19 Cap: $638M
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Lantheus Holdings Inc. (LNTH $75.73)
- $75.73 P/E (TTM): 22.55X Cap: $4.96B
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Catalyst Pharmaceuticals Inc. (CPRX $23.32)
- $23.32 P/E (TTM): 13.49X Cap: $2.78B
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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 $4.19)
- $4.19 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 $4.19)
- $4.19 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