Investment Q&A - 5i Research

Apple Inc. (AAPL $238.34)
- $238.34 P/E (TTM): 35.52X Cap: $3.51T
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Amazon.com Inc. (AMZN $235.36)
- $235.36 P/E (TTM): 34.78X Cap: $2.46T
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Meta Platforms Inc. (META $772.22)
- $772.22 P/E (TTM): 27.42X Cap: $1.92T
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Alphabet Inc. (GOOGL $251.86)
- $251.86 P/E (TTM): 25.67X Cap: $3.04T
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Microsoft Corporation (MSFT $512.65)
- $512.65 P/E (TTM): 37.38X Cap: $3.83T
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Netflix Inc. (NFLX $1,200.78)
- $1,200.78 P/E (TTM): 50.64X Cap: $504.99B
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NVIDIA Corporation (NVDA $174.98)
- $174.98 P/E (TTM): 57.36X Cap: $4.31T
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PayPal Holdings Inc. (PYPL $67.01)
- $67.01 P/E (TTM): 14.35X Cap: $64.11B
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Walgreens Boots Alliance Inc. (WBA)
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Wynn Resorts Limited (WYNN $120.60)
- $120.60 P/E (TTM): 32.47X Cap: $12.62B
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The Boeing Company (BA $215.18)
- $215.18 Cap: $163.14B
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Bank of America Corporation (BAC $50.81)
- $50.81 P/E (TTM): 14.83X Cap: $374.71B
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BlackRock Inc. (BLK $1,114.32)
- $1,114.32 P/E (TTM): 27.16X Cap: $172.67B
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Carnival Corporation (CCL $30.92)
- $30.92 P/E (TTM): 16.58X Cap: $42.35B
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Salesforce Inc. (CRM $240.53)
- $240.53 P/E (TTM): 35.28X Cap: $230.87B
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Delta Air Lines Inc. (DAL $58.04)
- $58.04 P/E (TTM): 8.68X Cap: $38.14B
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The Walt Disney Company (DIS $115.14)
- $115.14 P/E (TTM): 18.15X Cap: $208.48B
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Goldman Sachs Group Inc. (The) (GS $785.94)
- $785.94 P/E (TTM): 17.19X Cap: $238.16B
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International Business Machines Corporation (IBM $256.08)
- $256.08 P/E (TTM): 41.01X Cap: $238.69B
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JPMorgan Chase & Co. (JPM $309.95)
- $309.95 P/E (TTM): 15.74X Cap: $849.39B
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Eli Lilly and Company (LLY $768.13)
- $768.13 P/E (TTM): 49.37X Cap: $708.12B
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Mastercard Incorporated (MA $585.84)
- $585.84 P/E (TTM): 39.14X Cap: $527B
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Morgan Stanley (MS $156.47)
- $156.47 P/E (TTM): 17.69X Cap: $250.05B
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Pfizer Inc. (PFE $23.93)
- $23.93 P/E (TTM): 12.7X Cap: $136.28B
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Royal Caribbean Cruises Ltd. (RCL $319.01)
- $319.01 P/E (TTM): 24.75X Cap: $89.58B
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Visa Inc. (V $338.96)
- $338.96 P/E (TTM): 33.15X Cap: $657.73B
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Wells Fargo & Company (WFC $81.50)
- $81.50 P/E (TTM): 13.97X Cap: $260.79B
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Exxon Mobil Corporation (XOM $115.11)
- $115.11 P/E (TTM): 15.93X Cap: $478.97B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $162.56)
- $162.56 P/E (TTM): 20.6X Cap: $364.95B
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Tencent Holdings Ltd. ADR (TCEHY $83.87)
- $83.87 P/E (TTM): 29.41X Cap: $772.61B
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Veeva Systems Inc. Class A (VEEV $273.01)
- $273.01 P/E (TTM): 56.88X Cap: $45.28B
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The Trade Desk Inc. (TTD $45.21)
- $45.21 P/E (TTM): 54.4X Cap: $22.26B
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JD.com Inc. (JD $34.75)
- $34.75 P/E (TTM): 8.92X Cap: $48.93B
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Roku Inc. (ROKU $97.02)
- $97.02 Cap: $13.83B
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DocuSign Inc. (DOCU $82.62)
- $82.62 P/E (TTM): 60.29X Cap: $16.40B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $262.90)
- $262.90 P/E (TTM): 35.2X Cap: $1.35T
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Healthpeak Properties (DOC $18.18)
- $18.18 P/E (TTM): 72.32X Cap: $12.68B
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National Health Investors Inc. (NHI $77.55)
- $77.55 P/E (TTM): 24.93X Cap: $3.71B
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Zoom Communications Inc. (ZM $85.33)
- $85.33 P/E (TTM): 22.16X Cap: $25.32B
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CrowdStrike Holdings Inc. (CRWD $445.57)
- $445.57 Cap: $111.61B
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Unity Software Inc. (U $46.53)
- $46.53 Cap: $19.65B
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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.

Read Answer Asked by David on April 30, 2024

Medical Properties Trust Inc. (MPW $4.83)
- $4.83 Cap: $2.91B
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National Health Investors Inc. (NHI $77.55)
- $77.55 P/E (TTM): 24.93X Cap: $3.71B
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Q: I hold MPW with moderate capital gain, appreciate your advice on selling MPW and buying NHI.

Thanks

Read Answer Asked by Saad on October 25, 2021