Investment Q&A - 5i Research

Apple Inc. (AAPL $264.18)
- $264.18 P/E (TTM): 33.69X Cap: $3.87T
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Amazon.com Inc. (AMZN $210.00)
- $210.00 P/E (TTM): 28.63X Cap: $2.25T
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Meta Platforms Inc. (META $648.18)
- $648.18 P/E (TTM): 27.13X Cap: $1.63T
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Alphabet Inc. (GOOGL $311.76)
- $311.76 P/E (TTM): 28.81X Cap: $3.77T
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Microsoft Corporation (MSFT $392.74)
- $392.74 P/E (TTM): 24.04X Cap: $2.91T
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Netflix Inc. (NFLX $96.24)
- $96.24 P/E (TTM): 30.06X Cap: $406.34B
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NVIDIA Corporation (NVDA $177.19)
- $177.19 P/E (TTM): 47.53X Cap: $4.30T
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PayPal Holdings Inc. (PYPL $46.21)
- $46.21 P/E (TTM): 8.14X Cap: $42.54B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $108.19)
- $108.19 P/E (TTM): 23.26X Cap: $11.24B
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The Boeing Company (BA $227.53)
- $227.53 P/E (TTM): 92.92X Cap: $178.69B
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Bank of America Corporation (BAC $49.83)
- $49.83 P/E (TTM): 13.95X Cap: $357.61B
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BlackRock Inc. (BLK $1,063.23)
- $1,063.23 P/E (TTM): 27.53X Cap: $165.37B
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Carnival Corporation (CCL $31.55)
- $31.55 P/E (TTM): 15.06X Cap: $44.96B
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Salesforce Inc. (CRM $194.79)
- $194.79 P/E (TTM): 23.79X Cap: $182.51B
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Delta Air Lines Inc. (DAL $65.70)
- $65.70 P/E (TTM): 8.74X Cap: $42.91B
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The Walt Disney Company (DIS $106.04)
- $106.04 P/E (TTM): 15.38X Cap: $187.85B
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Goldman Sachs Group Inc. (The) (GS $859.57)
- $859.57 P/E (TTM): 18.13X Cap: $255.07B
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International Business Machines Corporation (IBM $240.21)
- $240.21 P/E (TTM): 26.65X Cap: $225.32B
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JPMorgan Chase & Co. (JPM $300.30)
- $300.30 P/E (TTM): 14.88X Cap: $809.91B
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Eli Lilly and Company (LLY $1,051.99)
- $1,051.99 P/E (TTM): 46.12X Cap: $992.40B
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Mastercard Incorporated (MA $517.21)
- $517.21 P/E (TTM): 30.03X Cap: $461.25B
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Morgan Stanley (MS $166.51)
- $166.51 P/E (TTM): 16.34X Cap: $264.39B
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Pfizer Inc. (PFE $27.65)
- $27.65 P/E (TTM): 15.73X Cap: $157.22B
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Royal Caribbean Cruises Ltd. (RCL $310.96)
- $310.96 P/E (TTM): 19.39X Cap: $84.12B
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Visa Inc. (V $320.14)
- $320.14 P/E (TTM): 28.78X Cap: $613.39B
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Wells Fargo & Company (WFC $81.45)
- $81.45 P/E (TTM): 14.03X Cap: $251.32B
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Exxon Mobil Corporation (XOM $152.50)
- $152.50 P/E (TTM): 21.91X Cap: $635.43B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $144.11)
- $144.11 P/E (TTM): 19.93X Cap: $332.79B
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Tencent Holdings Ltd. ADR (TCEHY $65.70)
- $65.70 P/E (TTM): 29.41X Cap: $612.38B
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Veeva Systems Inc. Class A (VEEV $182.01)
- $182.01 P/E (TTM): 33.56X Cap: $29.91B
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The Trade Desk Inc. (TTD $23.82)
- $23.82 P/E (TTM): 27.78X Cap: $11.51B
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JD.com Inc. (JD $26.53)
- $26.53 P/E (TTM): 7.06X Cap: $38.55B
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Roku Inc. (ROKU $98.41)
- $98.41 Cap: $14.50B
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DocuSign Inc. (DOCU $45.07)
- $45.07 P/E (TTM): 29.2X Cap: $9.02B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $374.58)
- $374.58 P/E (TTM): 52.03X Cap: $1.94T
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Healthpeak Properties (DOC $17.68)
- $17.68 P/E (TTM): 173.0X Cap: $12.28B
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National Health Investors Inc. (NHI $84.07)
- $84.07 P/E (TTM): 28.31X Cap: $4.06B
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Zoom Communications Inc. (ZM $73.94)
- $73.94 P/E (TTM): 16.74X Cap: $21.89B
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CrowdStrike Holdings Inc. (CRWD $371.98)
- $371.98 Cap: $93.77B
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Unity Software Inc. (U $18.23)
- $18.23 Cap: $7.89B
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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 $84.07)
- $84.07 P/E (TTM): 28.31X Cap: $4.06B
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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