Investment Q&A - 5i Research

Illumina Inc. (ILMN $116.81)
- $116.81 P/E (TTM): 21.35X Cap: $17.86B
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Intuitive Surgical Inc. (ISRG $485.84)
- $485.84 P/E (TTM): 61.73X Cap: $172.53B
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Sea Limited American Depositary Shares each representing one Class A (SE $106.74)
- $106.74 P/E (TTM): 144.24X Cap: $63.19B
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Brookfield Renewable Partners L.P. (BEP.UN $43.29)
- $43.29 Cap: $28.48B
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Enghouse Systems Limited (ENGH $17.26)
- $17.26 P/E (TTM): 12.98X Cap: $943M
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MercadoLibre Inc. (MELI $1,988.26)
- $1,988.26 P/E (TTM): 48.53X Cap: $100.79B
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IDEXX Laboratories Inc. (IDXX $629.35)
- $629.35 P/E (TTM): 49.91X Cap: $50.25B
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The Trade Desk Inc. (TTD $25.81)
- $25.81 P/E (TTM): 29.67X Cap: $12.48B
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Etsy Inc. (ETSY $45.73)
- $45.73 P/E (TTM): 32.66X Cap: $4.51B
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JD.com Inc. (JD $27.14)
- $27.14 P/E (TTM): 6.99X Cap: $39.44B
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Roku Inc. (ROKU $90.06)
- $90.06 Cap: $13.30B
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WELL Health Technologies Corp. (WELL $3.96)
- $3.96 Cap: $1B
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Pure Storage Inc. Class A (PSTG $73.85)
- $73.85 P/E (TTM): 189.36X Cap: $24.38B
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Crocs Inc. (CROX $96.88)
- $96.88 P/E (TTM): 31.56X Cap: $4.86B
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Axon Enterprise Inc. (AXON $429.67)
- $429.67 P/E (TTM): 135.54X Cap: $34.10B
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Guardant Health Inc. (GH $104.85)
- $104.85 Cap: $13.21B
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Redfin Corporation (RDFN)
- Cap: $1.43B
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Perion Network Ltd (PERI $8.54)
- $8.54 Cap: $377M
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.25)
- $12.25 Cap: $1.68B
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Pinterest Inc. Class A (PINS $15.42)
- $15.42 P/E (TTM): 5.34X Cap: $10.25B
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Zoom Communications Inc. (ZM $92.60)
- $92.60 P/E (TTM): 18.02X Cap: $27.41B
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Fiverr International Ltd. no par value (FVRR $14.34)
- $14.34 Cap: $514M
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CrowdStrike Holdings Inc. (CRWD $429.64)
- $429.64 Cap: $108.31B
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InMode Ltd. (INMD $14.30)
- $14.30 Cap: $906M
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Lemonade Inc. (LMND $63.76)
- $63.76 Cap: $4.76B
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Palantir Technologies Inc. (PLTR $131.41)
- $131.41 P/E (TTM): 312.88X Cap: $313.20B
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Airbnb Inc. (ABNB $121.35)
- $121.35 P/E (TTM): 28.96X Cap: $74.69B
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Upstart Holdings Inc. (UPST $30.68)
- $30.68 P/E (TTM): 127.83X Cap: $3B
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Mitek Systems Inc. (MITK $13.40)
- $13.40 P/E (TTM): 38.29X Cap: $607M
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Taboola.com Ltd. (TBLA $3.36)
- $3.36 P/E (TTM): 42.0X Cap: $979M
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Riskified Ltd. Class A (RSKD $4.49)
- $4.49 Cap: $713M
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Lantheus Holdings Inc. (LNTH $69.38)
- $69.38 P/E (TTM): 29.27X Cap: $4.59B
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Catalyst Pharmaceuticals Inc. (CPRX $24.33)
- $24.33 P/E (TTM): 14.15X Cap: $2.99B
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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 $4.49)
- $4.49 Cap: $713M
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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 $4.49)
- $4.49 Cap: $713M
- 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