Investment Q&A - 5i Research

Illumina Inc. (ILMN $101.80)
- $101.80 P/E (TTM): 12.76X Cap: $15.64B
- View ILMN Profile
- View Questions on ILMN
Intuitive Surgical Inc. (ISRG $476.16)
- $476.16 P/E (TTM): 65.44X Cap: $170.69B
- View ISRG Profile
- View Questions on ISRG
Sea Limited American Depositary Shares each representing one Class A (SE $185.53)
- $185.53 P/E (TTM): 242.7X Cap: $109.83B
- View SE Profile
- View Questions on SE
Brookfield Renewable Partners L.P. (BEP.UN $35.16)
- $35.16 Cap: $23.13B
- View BEP.UN Profile
- View Questions on BEP.UN
- View Reports on BEP.UN
Enghouse Systems Limited (ENGH $22.78)
- $22.78 P/E (TTM): 15.78X Cap: $1.25B
- View ENGH Profile
- View Questions on ENGH
- View Reports on ENGH
MercadoLibre Inc. (MELI $2,430.62)
- $2,430.62 P/E (TTM): 57.74X Cap: $123.22B
- View MELI Profile
- View Questions on MELI
IDEXX Laboratories Inc. (IDXX $645.55)
- $645.55 P/E (TTM): 52.71X Cap: $51.64B
- View IDXX Profile
- View Questions on IDXX
The Trade Desk Inc. (TTD $53.20)
- $53.20 P/E (TTM): 63.01X Cap: $26.01B
- View TTD Profile
- View Questions on TTD
Etsy Inc. (ETSY $62.66)
- $62.66 P/E (TTM): 51.57X Cap: $6.21B
- View ETSY Profile
- View Questions on ETSY
JD.com Inc. (JD $31.88)
- $31.88 P/E (TTM): 8.34X Cap: $46.33B
- View JD Profile
- View Questions on JD
Roku Inc. (ROKU $94.22)
- $94.22 Cap: $13.88B
- View ROKU Profile
- View Questions on ROKU
WELL Health Technologies Corp. (WELL $4.92)
- $4.92 Cap: $1.24B
- View WELL Profile
- View Questions on WELL
- View Reports on WELL
Pure Storage Inc. Class A (PSTG $58.33)
- $58.33 P/E (TTM): 154.81X Cap: $19.06B
- View PSTG Profile
- View Questions on PSTG
Crocs Inc. (CROX $86.56)
- $86.56 P/E (TTM): 22.47X Cap: $4.72B
- View CROX Profile
- View Questions on CROX
Axon Enterprise Inc. (AXON $766.24)
- $766.24 P/E (TTM): 184.69X Cap: $60.15B
- View AXON Profile
- View Questions on AXON
Guardant Health Inc. (GH $61.40)
- $61.40 Cap: $7.65B
- View GH Profile
- View Questions on GH
Redfin Corporation (RDFN)
- Cap: $1.43B
- View RDFN Profile
- View Questions on RDFN
Perion Network Ltd (PERI $9.37)
- $9.37 Cap: $421M
- View PERI Profile
- View Questions on PERI
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
- $16.93 Cap: $2.33B
- View LSPD Profile
- View Questions on LSPD
- View Reports on LSPD
Pinterest Inc. Class A (PINS $35.61)
- $35.61 P/E (TTM): 12.46X Cap: $24.21B
- View PINS Profile
- View Questions on PINS
Zoom Communications Inc. (ZM $82.47)
- $82.47 P/E (TTM): 21.97X Cap: $24.95B
- View ZM Profile
- View Questions on ZM
Fiverr International Ltd. no par value (FVRR $23.62)
- $23.62 Cap: $848M
- View FVRR Profile
- View Questions on FVRR
CrowdStrike Holdings Inc. (CRWD $420.55)
- $420.55 Cap: $104.82B
- View CRWD Profile
- View Questions on CRWD
InMode Ltd. (INMD $14.81)
- $14.81 Cap: $1.03B
- View INMD Profile
- View Questions on INMD
Lemonade Inc. (LMND $56.82)
- $56.82 Cap: $4.19B
- View LMND Profile
- View Questions on LMND
Palantir Technologies Inc. (PLTR $158.74)
- $158.74 P/E (TTM): 520.03X Cap: $376.58B
- View PLTR Profile
- View Questions on PLTR
Airbnb Inc. (ABNB $129.92)
- $129.92 P/E (TTM): 31.72X Cap: $80.73B
- View ABNB Profile
- View Questions on ABNB
Upstart Holdings Inc. (UPST $68.85)
- $68.85 Cap: $6.62B
- View UPST Profile
- View Questions on UPST
Mitek Systems Inc. (MITK $10.55)
- $10.55 P/E (TTM): 31.48X Cap: $481M
- View MITK Profile
- View Questions on MITK
Taboola.com Ltd. (TBLA $3.40)
- $3.40 P/E (TTM): 81.0X Cap: $961M
- View TBLA Profile
- View Questions on TBLA
Riskified Ltd. Class A (RSKD $4.58)
- $4.58 Cap: $672M
- View RSKD Profile
- View Questions on RSKD
Lantheus Holdings Inc. (LNTH $58.21)
- $58.21 P/E (TTM): 16.85X Cap: $3.95B
- View LNTH Profile
- View Questions on LNTH
Catalyst Pharmaceuticals Inc. (CPRX $21.08)
- $21.08 P/E (TTM): 12.46X Cap: $2.58B
- View CPRX Profile
- View Questions on CPRX

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 $4.58)
- $4.58 Cap: $672M
- View RSKD Profile
- View Questions on RSKD

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 $4.58)
- $4.58 Cap: $672M
- 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