Investment Q&A

• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• Blackstone Inc. (BX $156.31)
  • $156.31 P/E (TTM): 44.18X Cap: $116.43B
  • View BX Profile
  • View Questions on BX

Q: The USA banks have reported excelling results this week.

Do you expect the same from the Canadian banks?

And given that I am adding to my financial holdings is the risk reward better with US banks or Canadian banks?

Finally where would you place BLK and BLX in terms of potential upside in the next few years?

Upvote 5

Read Answer Asked by Donald on October 17, 2025

• Nasdaq Inc. (NDAQ $88.59)
  • $88.59 P/E (TTM): 33.69X Cap: $50.83B
  • View NDAQ Profile
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• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• JPMorgan Chase & Co. (JPM $297.56)
  • $297.56 P/E (TTM): 15.68X Cap: $820.91B
  • View JPM Profile
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• Mastercard Incorporated (MA $560.97)
  • $560.97 P/E (TTM): 37.95X Cap: $497.09B
  • View MA Profile
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• Visa Inc. (V $341.89)
  • $341.89 P/E (TTM): 33.76X Cap: $663.24B
  • View V Profile
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• Cboe Global Markets Inc. (CBOE $239.62)
  • $239.62 P/E (TTM): 27.7X Cap: $25.06B
  • View CBOE Profile
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Q: Hi there,

I'm looking for an indirect (and somewhat conservative) play on crypto. What do you think of these?

Upvote 6

Read Answer Asked by Mark on October 14, 2025

• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• Blackstone Inc. (BX $156.31)
  • $156.31 P/E (TTM): 44.18X Cap: $116.43B
  • View BX Profile
  • View Questions on BX
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.92)
  • $75.92 P/E (TTM): 38.34X Cap: $124.54B
  • View BAM Profile
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Q: For ethical reasons I wish to no longer invest in this company
This company is part of your Balanced Portfolio.
I wish to keep my balanced portfolio balanced across the different sectors.
Please suggest an alternative stock keeping in mind the balanced nature of this portfolio

Upvote 4

Read Answer Asked by John on May 05, 2025

• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• Brookfield Infrastructure Partners L.P. (BIP.UN $48.09)
  • $48.09 P/E (TTM): 1153.29X Cap: $22.17B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• KKR & Co. Inc. (KKR $117.60)
  • $117.60 P/E (TTM): 55.96X Cap: $104.77B
  • View KKR Profile
  • View Questions on KKR
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.99)
  • $55.99 Cap: $21.45B
  • View BEPC Profile
  • View Questions on BEPC
• Brookfield Corporation Class A Limited Voting Shares (BN $62.25)
  • $62.25 P/E (TTM): 105.65X Cap: $139.65B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.92)
  • $75.92 P/E (TTM): 38.34X Cap: $124.54B
  • View BAM Profile
  • View Questions on BAM

Q: If I were to replace my Brookfield holdings, would you be able to suggest some proxies? Thanks.

Upvote 3

Read Answer Asked by Brad on March 20, 2025

• Illumina Inc. (ILMN $95.46)
  • $95.46 P/E (TTM): 12.33X Cap: $14.67B
  • View ILMN Profile
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• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• TFI International Inc. (TFII $132.51)
  • $132.51 P/E (TTM): 20.63X Cap: $11.12B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $138.92)
  • $138.92 P/E (TTM): 20.92X Cap: $1.66B
  • View HPS.A Profile
  • View Questions on HPS.A
• Nutrien Ltd. (NTR $80.47)
  • $80.47 P/E (TTM): 187.96X Cap: $39.09B
  • View NTR Profile
  • View Questions on NTR
• Knight-Swift Transportation Holdings Inc. (KNX $47.04)
  • $47.04 P/E (TTM): 43.33X Cap: $7.17B
  • View KNX Profile
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• Powell Industries Inc. (POWL $330.71)
  • $330.71 P/E (TTM): 22.9X Cap: $3.99B
  • View POWL Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.25)
  • $62.25 P/E (TTM): 105.65X Cap: $139.65B
  • View BN Profile
  • View Questions on BN

Q: Would you have a proxy for HPS.A, TFII, BN, NTR, ILMN or just wait out the 30 days?

Thanks for your service!

Upvote 3

Read Answer Asked by Ozzie on March 10, 2025

• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• KKR & Co. Inc. (KKR $117.60)
  • $117.60 P/E (TTM): 55.96X Cap: $104.77B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $156.31)
  • $156.31 P/E (TTM): 44.18X Cap: $116.43B
  • View BX Profile
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• Apollo Global Management Inc. (APO $121.38)
  • $121.38 P/E (TTM): 22.5X Cap: $69.43B
  • View APO Profile
  • View Questions on APO
• Ares Management Corporation Class A (ARES $141.87)
  • $141.87 P/E (TTM): 85.22X Cap: $46.35B
  • View ARES Profile
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Q: What's going on with these companies? Ever since I bought all of them about a month ago, they are al tanking!!!

Thanks! Austin

Upvote 2

Read Answer Asked by Austin on February 25, 2025

• Broadcom Inc. (AVGO $349.33)
  • $349.33 P/E (TTM): 90.34X Cap: $1.64T
  • View AVGO Profile
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• Costco Wholesale Corporation (COST $936.33)
  • $936.33 P/E (TTM): 66.45X Cap: $414.96B
  • View COST Profile
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• Nasdaq Inc. (NDAQ $88.59)
  • $88.59 P/E (TTM): 33.69X Cap: $50.83B
  • View NDAQ Profile
  • View Questions on NDAQ
• AbbVie Inc. (ABBV $229.57)
  • $229.57 P/E (TTM): 108.55X Cap: $405.54B
  • View ABBV Profile
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• Abbott Laboratories (ABT $128.54)
  • $128.54 P/E (TTM): 16.01X Cap: $223.71B
  • View ABT Profile
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• Accenture plc Class A (Ireland) (ACN $238.39)
  • $238.39 P/E (TTM): 19.73X Cap: $156.90B
  • View ACN Profile
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• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• Salesforce Inc. (CRM $243.08)
  • $243.08 P/E (TTM): 34.39X Cap: $234.19B
  • View CRM Profile
  • View Questions on CRM
• The Walt Disney Company (DIS $110.67)
  • $110.67 P/E (TTM): 17.2X Cap: $198.97B
  • View DIS Profile
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• Home Depot Inc. (The) (HD $391.90)
  • $391.90 P/E (TTM): 26.4X Cap: $385.60B
  • View HD Profile
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• Stryker Corporation (SYK $374.42)
  • $374.42 P/E (TTM): 48.91X Cap: $143.14B
  • View SYK Profile
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• Visa Inc. (V $341.89)
  • $341.89 P/E (TTM): 33.76X Cap: $663.24B
  • View V Profile
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• Synopsys Inc. (SNPS $447.64)
  • $447.64 P/E (TTM): 59.83X Cap: $81.76B
  • View SNPS Profile
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• Brookfield Corporation Class A Limited (BN $44.46)
  • $44.46 P/E (TTM): 102.65X Cap: $99.43B
  • View BN Profile
  • View Questions on BN

Q: Please rank these stock for risk relative to the US Tariffs from High to Low....thanks....Tom

Upvote 5

Read Answer Asked by Tom on February 21, 2025

• Booking Holdings Inc. (BKNG $5,070.02)
  • $5,070.02 P/E (TTM): 34.53X Cap: $164.31B
  • View BKNG Profile
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• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
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• Blackstone Inc. (BX $156.31)
  • $156.31 P/E (TTM): 44.18X Cap: $116.43B
  • View BX Profile
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Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry

Upvote 4

Read Answer Asked by Barry on February 20, 2025

• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• KKR & Co. Inc. (KKR $117.60)
  • $117.60 P/E (TTM): 55.96X Cap: $104.77B
  • View KKR Profile
  • View Questions on KKR
• Brookfield Corporation Class A Limited Voting Shares (BN $62.25)
  • $62.25 P/E (TTM): 105.65X Cap: $139.65B
  • View BN Profile
  • View Questions on BN

Q: Good morning 5i,

Thank you for being that "rock." I own BN and KKR. Following earnings and some downward pressure would you consider adding at this time? What would be your top 2 in this sector?

Please provide your comfortable weighting for both and preferred at this time. A good value for adding would be fabulous.

I am a little underweight in this area.
Thank you so much and please deduct accordingly.

Upvote 3

Read Answer Asked by Adam on February 10, 2025

• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• CAE Inc. (CAE $38.38)
  • $38.38 P/E (TTM): 29.98X Cap: $12.30B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE

Q: I noticed BlackRock filed a report with the SEC that it held 16 million shares of CAE. Is there any significance
to this that you might know of?

Upvote 2

Read Answer Asked by JIM on February 10, 2025

• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• KKR & Co. Inc. (KKR $117.60)
  • $117.60 P/E (TTM): 55.96X Cap: $104.77B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $156.31)
  • $156.31 P/E (TTM): 44.18X Cap: $116.43B
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO $121.38)
  • $121.38 P/E (TTM): 22.5X Cap: $69.43B
  • View APO Profile
  • View Questions on APO
• Ares Management Corporation Class A (ARES $141.87)
  • $141.87 P/E (TTM): 85.22X Cap: $46.35B
  • View ARES Profile
  • View Questions on ARES
• Blue Owl Capital Corporation (OBDC $12.60)
  • $12.60 P/E (TTM): 8.3X Cap: $6.43B
  • View OBDC Profile
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Q: At 71, I'm getting a little scared of the Market (Wednesday), and I'm 100% in equities mostly Tech. I'll keep the Mag 7 but want to sell the rest and move to safety in these Large Mgt. Firms. Please LMK if you agree with my strategy and can you kindly Rank them? Thanks!

Upvote 13

Read Answer Asked by Austin on December 22, 2024

• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• KKR & Co. Inc. (KKR $117.60)
  • $117.60 P/E (TTM): 55.96X Cap: $104.77B
  • View KKR Profile
  • View Questions on KKR
• Blackstone Inc. (BX $156.31)
  • $156.31 P/E (TTM): 44.18X Cap: $116.43B
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO $121.38)
  • $121.38 P/E (TTM): 22.5X Cap: $69.43B
  • View APO Profile
  • View Questions on APO
• Brookfield Corporation Class A Limited Voting Shares (BN $62.25)
  • $62.25 P/E (TTM): 105.65X Cap: $139.65B
  • View BN Profile
  • View Questions on BN

Q: Private Equity seems to be taking off and I want to protect my Tech gains. I still hold the Mag 7 but getting rid of others. Do you agree with this strategy, and can you recommend others? Thanks!

Upvote 5

Read Answer Asked by Austin on December 20, 2024

• Bank of America Corporation (BAC $51.28)
  • $51.28 P/E (TTM): 14.79X Cap: $379.82B
  • View BAC Profile
  • View Questions on BAC
• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• Home Depot Inc. (The) (HD $391.90)
  • $391.90 P/E (TTM): 26.4X Cap: $385.60B
  • View HD Profile
  • View Questions on HD
• McDonald's Corporation (MCD $308.09)
  • $308.09 P/E (TTM): 26.16X Cap: $219.85B
  • View MCD Profile
  • View Questions on MCD
• Philip Morris International Inc (PM $158.06)
  • $158.06 P/E (TTM): 29.93X Cap: $242.79B
  • View PM Profile
  • View Questions on PM
• Vanguard Dividend Appreciation FTF (VIG $215.74)
  • $215.74 P/E (TTM): 24.54X Cap: $93.38B
  • View VIG Profile
  • View Questions on VIG
• Vanguard High Dividend Yield Indx ETF (VYM $140.11)
  • $140.11 P/E (TTM): 19.21X Cap: $61.99B
  • View VYM Profile
  • View Questions on VYM
• Schwab US Dividend Equity ETF (SCHD $26.79)
  • $26.79 P/E (TTM): 16.66X Cap: $69.81B
  • View SCHD Profile
  • View Questions on SCHD

Q: Please provide a suggestion for an US ETF that invests in basket of US dividend paying stocks such as PM, BAC, HD, MCD, BLK. Thank you

Upvote 6

Read Answer Asked by Ronnie on December 10, 2024

• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK

Q: Does BLK have a good entry point today ?

Upvote 2

Read Answer Asked by Robbie on December 04, 2024

• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• Blackstone Inc. (BX $156.31)
  • $156.31 P/E (TTM): 44.18X Cap: $116.43B
  • View BX Profile
  • View Questions on BX

Q: Are they both a buy today?
Thanks Again

Upvote 4

Read Answer Asked by eugene on November 11, 2024

• Amazon.com Inc. (AMZN $213.04)
  • $213.04 P/E (TTM): 32.69X Cap: $2.27T
  • View AMZN Profile
  • View Questions on AMZN
• Broadcom Inc. (AVGO $349.33)
  • $349.33 P/E (TTM): 90.34X Cap: $1.64T
  • View AVGO Profile
  • View Questions on AVGO
• Alphabet Inc. (GOOG $253.79)
  • $253.79 P/E (TTM): 26.85X Cap: $3.06T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $513.58)
  • $513.58 P/E (TTM): 37.51X Cap: $3.81T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $183.22)
  • $183.22 P/E (TTM): 51.8X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA
• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• Constellation Software Inc. (CSU $3,814.13)
  • $3,814.13 P/E (TTM): 93.99X Cap: $80.82B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Crocs Inc. (CROX $83.00)
  • $83.00 P/E (TTM): 22.21X Cap: $4.54B
  • View CROX Profile
  • View Questions on CROX
• Berkshire Hathaway Inc. (BRK.B $492.42)
  • $492.42 P/E (TTM): 17.01X Cap: $1.05T
  • View BRK.B Profile
  • View Questions on BRK.B
• Vertiv Holdings LLC Class A (VRT $174.00)
  • $174.00 P/E (TTM): 86.37X Cap: $66.44B
  • View VRT Profile
  • View Questions on VRT
• Celsius Holdings Inc. (CELH $64.86)
  • $64.86 P/E (TTM): 166.05X Cap: $16.73B
  • View CELH Profile
  • View Questions on CELH
• Cellebrite DI Ltd. (CLBT $18.18)
  • $18.18 Cap: $4.35B
  • View CLBT Profile
  • View Questions on CLBT

Q: Morning, you wonderful people.

Looking to add with your help. I am a believer in tech and growth in my TFSA. Other accounts are balanced.

I hold CSU, AMZN, NVDA, MSFT, GOOG, COST, AVGO, BRK.B, BLK.

Regardless of sector etc. Please let me know your top 3-5 to add to this portfolio. Longterm and conviction!

Thank you muchly.

Upvote 27

Read Answer Asked by Jemma on September 04, 2024

• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK

Q: Level's Deadlift ETF comprises eight major American companies, each holding a 12.50% allocation within the fund.

This ETF has outperformed the S&P 500 index by 140% over the past four years.

Is this true?

What is the symbol?

Thank you.

Upvote 3

Read Answer Asked by Ross on August 23, 2024

• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• Blackstone Inc. (BX $156.31)
  • $156.31 P/E (TTM): 44.18X Cap: $116.43B
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO $121.38)
  • $121.38 P/E (TTM): 22.5X Cap: $69.43B
  • View APO Profile
  • View Questions on APO
• Ares Management Corporation Class A (ARES $141.87)
  • $141.87 P/E (TTM): 85.22X Cap: $46.35B
  • View ARES Profile
  • View Questions on ARES
• Brookfield Corporation Class A Limited Voting Shares (BN $62.25)
  • $62.25 P/E (TTM): 105.65X Cap: $139.65B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.92)
  • $75.92 P/E (TTM): 38.34X Cap: $124.54B
  • View BAM Profile
  • View Questions on BAM

Q: Hello,

Can you please compare each of these companies using the valuation metric you believe to be the most appropriate given their business models?

Thank you

Upvote 3

Read Answer Asked by Keith on July 18, 2024

• AbbVie Inc. (ABBV $229.57)
  • $229.57 P/E (TTM): 108.55X Cap: $405.54B
  • View ABBV Profile
  • View Questions on ABBV
• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• Boston Scientific Corporation (BSX $99.24)
  • $99.24 P/E (TTM): 58.16X Cap: $147.04B
  • View BSX Profile
  • View Questions on BSX
• Xylem Inc. New (XYL $145.91)
  • $145.91 P/E (TTM): 37.72X Cap: $35.51B
  • View XYL Profile
  • View Questions on XYL
• Trane Technologies plc (TT $415.82)
  • $415.82 P/E (TTM): 33.01X Cap: $92.52B
  • View TT Profile
  • View Questions on TT

Q: good day to 5iR....my question is this - how would you rate these US stocks as income, balance or growth? the stocks are -
ABBV-N, BLK-N, BSX-N, TT-N, and XYL-N
thanks for your suggestions....Tom

Upvote 1

Read Answer Asked by Tom on June 10, 2024

• Apple Inc. (AAPL $252.29)
  • $252.29 P/E (TTM): 37.55X Cap: $3.74T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $213.04)
  • $213.04 P/E (TTM): 32.69X Cap: $2.27T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $716.92)
  • $716.92 P/E (TTM): 25.84X Cap: $1.80T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOGL $253.30)
  • $253.30 P/E (TTM): 26.76X Cap: $3.04T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $513.58)
  • $513.58 P/E (TTM): 37.51X Cap: $3.81T
  • View MSFT Profile
  • View Questions on MSFT
• Netflix Inc. (NFLX $1,199.36)
  • $1,199.36 P/E (TTM): 50.43X Cap: $509.63B
  • View NFLX Profile
  • View Questions on NFLX
• NVIDIA Corporation (NVDA $183.22)
  • $183.22 P/E (TTM): 51.8X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA
• PayPal Holdings Inc. (PYPL $67.41)
  • $67.41 P/E (TTM): 14.17X Cap: $64.40B
  • View PYPL Profile
  • View Questions on PYPL
• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
  • View WBA Profile
  • View Questions on WBA
• Wynn Resorts Limited (WYNN $117.81)
  • $117.81 P/E (TTM): 33.41X Cap: $12.24B
  • View WYNN Profile
  • View Questions on WYNN
• The Boeing Company (BA $212.94)
  • $212.94 Cap: $161.01B
  • View BA Profile
  • View Questions on BA
• Bank of America Corporation (BAC $51.28)
  • $51.28 P/E (TTM): 14.79X Cap: $379.82B
  • View BAC Profile
  • View Questions on BAC
• BlackRock Inc. (BLK $1,161.16)
  • $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
  • View BLK Profile
  • View Questions on BLK
• Carnival Corporation (CCL $28.31)
  • $28.31 P/E (TTM): 14.32X Cap: $38.38B
  • View CCL Profile
  • View Questions on CCL
• Salesforce Inc. (CRM $243.08)
  • $243.08 P/E (TTM): 34.39X Cap: $234.19B
  • View CRM Profile
  • View Questions on CRM
• Delta Air Lines Inc. (DAL $59.64)
  • $59.64 P/E (TTM): 8.51X Cap: $38.94B
  • View DAL Profile
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• The Walt Disney Company (DIS $110.67)
  • $110.67 P/E (TTM): 17.2X Cap: $198.97B
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• Goldman Sachs Group Inc. (The) (GS $750.77)
  • $750.77 P/E (TTM): 16.93X Cap: $229.48B
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• International Business Machines Corporation (IBM $281.28)
  • $281.28 P/E (TTM): 44.66X Cap: $262.01B
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• JPMorgan Chase & Co. (JPM $297.56)
  • $297.56 P/E (TTM): 15.68X Cap: $820.91B
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• Eli Lilly and Company (LLY $802.83)
  • $802.83 P/E (TTM): 53.55X Cap: $759.84B
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• Mastercard Incorporated (MA $560.97)
  • $560.97 P/E (TTM): 37.95X Cap: $497.09B
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• Morgan Stanley (MS $158.67)
  • $158.67 P/E (TTM): 18.1X Cap: $253.29B
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• Pfizer Inc. (PFE $24.51)
  • $24.51 P/E (TTM): 12.97X Cap: $139.35B
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• Royal Caribbean Cruises Ltd. (RCL $300.31)
  • $300.31 P/E (TTM): 22.9X Cap: $81.08B
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• Visa Inc. (V $341.89)
  • $341.89 P/E (TTM): 33.76X Cap: $663.24B
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• Wells Fargo & Company (WFC $83.28)
  • $83.28 P/E (TTM): 14.83X Cap: $269.08B
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• Exxon Mobil Corporation (XOM $112.24)
  • $112.24 P/E (TTM): 15.85X Cap: $471.68B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $167.05)
  • $167.05 P/E (TTM): 21.96X Cap: $385.76B
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• Tencent Holdings Ltd. ADR (TCEHY $80.21)
  • $80.21 P/E (TTM): 29.41X Cap: $747.63B
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• Veeva Systems Inc. Class A (VEEV $283.73)
  • $283.73 P/E (TTM): 59.13X Cap: $47.98B
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• The Trade Desk Inc. (TTD $49.98)
  • $49.98 P/E (TTM): 61.57X Cap: $24.39B
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• JD.com Inc. (JD $33.07)
  • $33.07 P/E (TTM): 8.69X Cap: $48.06B
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• Roku Inc. (ROKU $94.21)
  • $94.21 Cap: $14.04B
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• DocuSign Inc. (DOCU $67.93)
  • $67.93 P/E (TTM): 51.06X Cap: $13.49B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $295.08)
  • $295.08 P/E (TTM): 41.89X Cap: $1.53T
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• Healthpeak Properties (DOC $18.55)
  • $18.55 P/E (TTM): 74.04X Cap: $12.82B
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• National Health Investors Inc. (NHI $75.35)
  • $75.35 P/E (TTM): 23.46X Cap: $3.49B
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• Zoom Communications Inc. (ZM $80.01)
  • $80.01 P/E (TTM): 20.98X Cap: $23.89B
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• CrowdStrike Holdings Inc. (CRWD $484.65)
  • $484.65 Cap: $121.01B
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• Unity Software Inc. (U $35.24)
  • $35.24 Cap: $14.88B
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Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Upvote 9

Read Answer Asked by David on April 30, 2024