Investment Q&A - 5i Research

Apple Inc. (AAPL $268.86)
- $268.86 P/E (TTM): 36.81X Cap: $4.01T
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Amazon.com Inc. (AMZN $226.68)
- $226.68 P/E (TTM): 31.44X Cap: $2.36T
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Meta Platforms Inc. (META $663.61)
- $663.61 P/E (TTM): 29.1X Cap: $1.63T
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Alphabet Inc. (GOOGL $300.68)
- $300.68 P/E (TTM): 30.26X Cap: $3.58T
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Microsoft Corporation (MSFT $483.70)
- $483.70 P/E (TTM): 33.88X Cap: $3.53T
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Netflix Inc. (NFLX $95.34)
- $95.34 P/E (TTM): 3.95X Cap: $401.65B
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NVIDIA Corporation (NVDA $173.92)
- $173.92 P/E (TTM): 44.1X Cap: $4.15T
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PayPal Holdings Inc. (PYPL $59.83)
- $59.83 P/E (TTM): 12.34X Cap: $56.30B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $127.96)
- $127.96 P/E (TTM): 27.34X Cap: $13.04B
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The Boeing Company (BA $209.54)
- $209.54 Cap: $156.83B
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Bank of America Corporation (BAC $55.09)
- $55.09 P/E (TTM): 14.98X Cap: $398.35B
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BlackRock Inc. (BLK $1,076.79)
- $1,076.79 P/E (TTM): 27.46X Cap: $165.23B
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Carnival Corporation (CCL $28.44)
- $28.44 P/E (TTM): 14.31X Cap: $38B
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Salesforce Inc. (CRM $258.64)
- $258.64 P/E (TTM): 34.03X Cap: $241.87B
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Delta Air Lines Inc. (DAL $70.80)
- $70.80 P/E (TTM): 10.02X Cap: $45.52B
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The Walt Disney Company (DIS $111.71)
- $111.71 P/E (TTM): 16.29X Cap: $197.50B
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Goldman Sachs Group Inc. (The) (GS $890.22)
- $890.22 P/E (TTM): 17.86X Cap: $261.63B
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International Business Machines Corporation (IBM $297.32)
- $297.32 P/E (TTM): 36.18X Cap: $283.52B
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JPMorgan Chase & Co. (JPM $317.36)
- $317.36 P/E (TTM): 15.62X Cap: $857.45B
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Eli Lilly and Company (LLY $1,065.75)
- $1,065.75 P/E (TTM): 51.58X Cap: $984.89B
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Mastercard Incorporated (MA $567.48)
- $567.48 P/E (TTM): 36.19X Cap: $507.78B
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Morgan Stanley (MS $176.16)
- $176.16 P/E (TTM): 18.09X Cap: $277.81B
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Pfizer Inc. (PFE $25.06)
- $25.06 P/E (TTM): 14.84X Cap: $142.37B
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Royal Caribbean Cruises Ltd. (RCL $289.53)
- $289.53 P/E (TTM): 18.62X Cap: $77.69B
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Visa Inc. (V $346.50)
- $346.50 P/E (TTM): 34.01X Cap: $663.23B
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Wells Fargo & Company (WFC $93.86)
- $93.86 P/E (TTM): 15.19X Cap: $290.64B
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Exxon Mobil Corporation (XOM $116.90)
- $116.90 P/E (TTM): 16.67X Cap: $495.13B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $147.48)
- $147.48 P/E (TTM): 19.63X Cap: $339.67B
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Tencent Holdings Ltd. ADR (TCEHY $78.07)
- $78.07 P/E (TTM): 29.41X Cap: $713.24B
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Veeva Systems Inc. Class A (VEEV $217.63)
- $217.63 P/E (TTM): 42.75X Cap: $35.41B
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The Trade Desk Inc. (TTD $37.47)
- $37.47 P/E (TTM): 42.11X Cap: $17.97B
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JD.com Inc. (JD $28.94)
- $28.94 P/E (TTM): 7.57X Cap: $41.56B
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Roku Inc. (ROKU $112.35)
- $112.35 Cap: $15.91B
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DocuSign Inc. (DOCU $68.14)
- $68.14 P/E (TTM): 47.26X Cap: $13.57B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $284.99)
- $284.99 P/E (TTM): 40.27X Cap: $1.43T
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Healthpeak Properties (DOC $16.48)
- $16.48 Cap: $11.39B
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National Health Investors Inc. (NHI $77.94)
- $77.94 P/E (TTM): 24.14X Cap: $3.68B
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Zoom Communications Inc. (ZM $89.65)
- $89.65 P/E (TTM): 17.1X Cap: $26.27B
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CrowdStrike Holdings Inc. (CRWD $477.05)
- $477.05 Cap: $118.49B
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Unity Software Inc. (U $45.02)
- $45.02 Cap: $18.73B
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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 $5.02)
- $5.02 Cap: $3B
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National Health Investors Inc. (NHI $77.94)
- $77.94 P/E (TTM): 24.14X Cap: $3.68B
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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