Investment Q&A - 5i Research

Apple Inc. (AAPL $270.71)
- $270.71 P/E (TTM): 33.87X Cap: $3.97T
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Amazon.com Inc. (AMZN $259.70)
- $259.70 P/E (TTM): 36.42X Cap: $2.79T
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Meta Platforms Inc. (META $671.34)
- $671.34 P/E (TTM): 28.89X Cap: $1.70T
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Alphabet Inc. (GOOGL $349.78)
- $349.78 P/E (TTM): 32.41X Cap: $4.23T
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Microsoft Corporation (MSFT $429.25)
- $429.25 P/E (TTM): 26.57X Cap: $3.18T
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Netflix Inc. (NFLX $92.27)
- $92.27 P/E (TTM): 29.51X Cap: $388.53B
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NVIDIA Corporation (NVDA $213.17)
- $213.17 P/E (TTM): 44.21X Cap: $5.18T
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PayPal Holdings Inc. (PYPL $49.64)
- $49.64 P/E (TTM): 9.2X Cap: $45.70B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $106.20)
- $106.20 P/E (TTM): 33.6X Cap: $11.04B
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The Boeing Company (BA $230.72)
- $230.72 P/E (TTM): 91.43X Cap: $181.87B
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Bank of America Corporation (BAC $52.66)
- $52.66 P/E (TTM): 13.92X Cap: $376.29B
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BlackRock Inc. (BLK $1,049.76)
- $1,049.76 P/E (TTM): 29.93X Cap: $163.09B
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Carnival Corporation (CCL $26.30)
- $26.30 P/E (TTM): 11.79X Cap: $37.55B
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Salesforce Inc. (CRM $181.32)
- $181.32 P/E (TTM): 23.1X Cap: $167.35B
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Delta Air Lines Inc. (DAL $67.22)
- $67.22 P/E (TTM): 9.96X Cap: $44.16B
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The Walt Disney Company (DIS $101.47)
- $101.47 P/E (TTM): 15.07X Cap: $179.75B
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Goldman Sachs Group Inc. (The) (GS $926.55)
- $926.55 P/E (TTM): 18.28X Cap: $273.32B
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International Business Machines Corporation (IBM $233.04)
- $233.04 P/E (TTM): 20.13X Cap: $219.03B
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JPMorgan Chase & Co. (JPM $311.45)
- $311.45 P/E (TTM): 15.57X Cap: $835.37B
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Eli Lilly and Company (LLY $874.00)
- $874.00 P/E (TTM): 37.83X Cap: $825.77B
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Mastercard Incorporated (MA $507.62)
- $507.62 P/E (TTM): 30.66X Cap: $445.57B
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Morgan Stanley (MS $190.36)
- $190.36 P/E (TTM): 18.63X Cap: $301.03B
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Pfizer Inc. (PFE $26.48)
- $26.48 P/E (TTM): 19.7X Cap: $150.62B
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Royal Caribbean Cruises Ltd. (RCL $255.89)
- $255.89 P/E (TTM): 16.58X Cap: $68.62B
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Visa Inc. (V $309.30)
- $309.30 P/E (TTM): 29.05X Cap: $592.62B
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Wells Fargo & Company (WFC $81.50)
- $81.50 P/E (TTM): 12.85X Cap: $251.45B
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Exxon Mobil Corporation (XOM $150.56)
- $150.56 P/E (TTM): 22.12X Cap: $627.34B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $130.85)
- $130.85 P/E (TTM): 16.89X Cap: $302.16B
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Tencent Holdings Ltd. ADR (TCEHY $60.54)
- $60.54 P/E (TTM): 29.41X Cap: $564.29B
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Veeva Systems Inc. Class A (VEEV $158.49)
- $158.49 P/E (TTM): 29.49X Cap: $25.88B
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The Trade Desk Inc. (TTD $23.23)
- $23.23 P/E (TTM): 25.71X Cap: $10.92B
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JD.com Inc. (JD $29.73)
- $29.73 P/E (TTM): 7.56X Cap: $40.60B
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Roku Inc. (ROKU $112.28)
- $112.28 P/E (TTM): 204.25X Cap: $16.58B
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DocuSign Inc. (DOCU $45.78)
- $45.78 P/E (TTM): 30.85X Cap: $8.97B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $392.34)
- $392.34 P/E (TTM): 57.52X Cap: $2.03T
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Healthpeak Properties (DOC $16.05)
- $16.05 P/E (TTM): 162.0X Cap: $11.15B
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National Health Investors Inc. (NHI $76.62)
- $76.62 P/E (TTM): 25.55X Cap: $3.73B
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Zoom Communications Inc. (ZM $91.14)
- $91.14 P/E (TTM): 14.65X Cap: $26.85B
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CrowdStrike Holdings Inc. (CRWD $454.99)
- $454.99 Cap: $115.39B
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Unity Software Inc. (U $26.54)
- $26.54 Cap: $11.58B
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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)
- Cap: $3.01B
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National Health Investors Inc. (NHI $76.62)
- $76.62 P/E (TTM): 25.55X Cap: $3.73B
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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