Investment Q&A - 5i Research

Apple Inc. (AAPL $247.71)
- $247.71 P/E (TTM): 32.18X Cap: $3.66T
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Amazon.com Inc. (AMZN $207.28)
- $207.28 P/E (TTM): 30.01X Cap: $2.25T
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Meta Platforms Inc. (META $603.24)
- $603.24 P/E (TTM): 26.51X Cap: $1.55T
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Alphabet Inc. (GOOGL $305.10)
- $305.10 P/E (TTM): 28.76X Cap: $3.72T
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Microsoft Corporation (MSFT $387.58)
- $387.58 P/E (TTM): 24.98X Cap: $2.90T
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Netflix Inc. (NFLX $90.80)
- $90.80 P/E (TTM): 37.31X Cap: $399.83B
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NVIDIA Corporation (NVDA $178.09)
- $178.09 P/E (TTM): 37.13X Cap: $4.38T
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PayPal Holdings Inc. (PYPL $44.04)
- $44.04 P/E (TTM): 8.53X Cap: $41.05B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $101.64)
- $101.64 P/E (TTM): 32.91X Cap: $10.59B
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Boeing Company (The) (BA $199.58)
- $199.58 P/E (TTM): 85.01X Cap: $161.87B
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Bank of America Corporation (BAC $46.66)
- $46.66 P/E (TTM): 12.51X Cap: $336.08B
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BlackRock Inc. (BLK $953.86)
- $953.86 P/E (TTM): 27.5X Cap: $150.61B
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Carnival Corporation (CCL $24.37)
- $24.37 P/E (TTM): 12.42X Cap: $35.18B
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Salesforce Inc. (CRM $193.38)
- $193.38 P/E (TTM): 25.04X Cap: $179.37B
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Delta Air Lines Inc. (DAL $64.08)
- $64.08 P/E (TTM): 8.47X Cap: $41.67B
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Walt Disney Company (The) (DIS $98.50)
- $98.50 P/E (TTM): 14.77X Cap: $176.12B
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Goldman Sachs Group Inc. (The) (GS $801.50)
- $801.50 P/E (TTM): 15.73X Cap: $239.02B
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International Business Machines Corporation (IBM $249.52)
- $249.52 P/E (TTM): 22.97X Cap: $236B
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JPMorgan Chase & Co. (JPM $286.02)
- $286.02 P/E (TTM): 14.34X Cap: $776.04B
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Eli Lilly and Company (LLY $918.91)
- $918.91 P/E (TTM): 40.54X Cap: $867.39B
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Mastercard Incorporated (MA $488.28)
- $488.28 P/E (TTM): 30.66X Cap: $435.62B
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Morgan Stanley (MS $157.19)
- $157.19 P/E (TTM): 15.46X Cap: $251.58B
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Pfizer Inc. (PFE $27.43)
- $27.43 P/E (TTM): 20.18X Cap: $155.40B
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Royal Caribbean Cruises Ltd. (RCL $269.11)
- $269.11 P/E (TTM): 17.8X Cap: $72.91B
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Visa Inc. (V $297.40)
- $297.40 P/E (TTM): 28.96X Cap: $572.92B
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Wells Fargo & Company (WFC $75.77)
- $75.77 P/E (TTM): 12.16X Cap: $235.09B
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Exxon Mobil Corporation (XOM $158.55)
- $158.55 P/E (TTM): 23.7X Cap: $656.64B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $125.54)
- $125.54 P/E (TTM): 17.5X Cap: $310.43B
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Tencent Holdings Ltd. ADR (TCEHY $64.68)
- $64.68 P/E (TTM): 29.41X Cap: $615.18B
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Veeva Systems Inc. Class A (VEEV $185.24)
- $185.24 P/E (TTM): 36.39X Cap: $30.25B
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The Trade Desk Inc. (TTD $23.20)
- $23.20 P/E (TTM): 27.86X Cap: $11.20B
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JD.com Inc. (JD $27.92)
- $27.92 P/E (TTM): 7.3X Cap: $40.98B
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Roku Inc. (ROKU $94.40)
- $94.40 P/E (TTM): 171.96X Cap: $14.10B
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DocuSign Inc. (DOCU $48.11)
- $48.11 P/E (TTM): 33.24X Cap: $9.79B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $333.56)
- $333.56 P/E (TTM): 49.32X Cap: $1.76T
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Healthpeak Properties (DOC $17.51)
- $17.51 P/E (TTM): 176.5X Cap: $12.09B
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National Health Investors Inc. (NHI $83.98)
- $83.98 P/E (TTM): 28.38X Cap: $4.12B
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Zoom Communications Inc. (ZM $75.91)
- $75.91 P/E (TTM): 12.26X Cap: $22.52B
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CrowdStrike Holdings Inc. (CRWD $424.12)
- $424.12 Cap: $110.52B
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Unity Software Inc. (U $18.68)
- $18.68 Cap: $8.53B
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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 $83.98)
- $83.98 P/E (TTM): 28.38X Cap: $4.12B
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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