Investment Q&A - 5i Research

Apple Inc. (AAPL $252.29)
- $252.29 P/E (TTM): 37.55X Cap: $3.74T
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Amazon.com Inc. (AMZN $213.04)
- $213.04 P/E (TTM): 32.69X Cap: $2.27T
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Meta Platforms Inc. (META $716.92)
- $716.92 P/E (TTM): 25.84X Cap: $1.80T
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Alphabet Inc. (GOOGL $253.30)
- $253.30 P/E (TTM): 26.81X Cap: $3.06T
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Microsoft Corporation (MSFT $513.58)
- $513.58 P/E (TTM): 37.51X Cap: $3.81T
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Netflix Inc. (NFLX $1,199.36)
- $1,199.36 P/E (TTM): 50.43X Cap: $509.63B
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NVIDIA Corporation (NVDA $183.22)
- $183.22 P/E (TTM): 51.8X Cap: $4.45T
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PayPal Holdings Inc. (PYPL $67.41)
- $67.41 P/E (TTM): 14.17X Cap: $64.40B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $117.81)
- $117.81 P/E (TTM): 33.41X Cap: $12.24B
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The Boeing Company (BA $212.94)
- $212.94 Cap: $161.01B
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Bank of America Corporation (BAC $51.28)
- $51.28 P/E (TTM): 14.79X Cap: $379.82B
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BlackRock Inc. (BLK $1,161.16)
- $1,161.16 P/E (TTM): 28.31X Cap: $179.80B
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Carnival Corporation (CCL $28.31)
- $28.31 P/E (TTM): 14.32X Cap: $38.38B
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Salesforce Inc. (CRM $243.08)
- $243.08 P/E (TTM): 35.76X Cap: $231.41B
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Delta Air Lines Inc. (DAL $59.64)
- $59.64 P/E (TTM): 8.51X Cap: $38.94B
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The Walt Disney Company (DIS $110.67)
- $110.67 P/E (TTM): 17.2X Cap: $198.97B
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Goldman Sachs Group Inc. (The) (GS $750.77)
- $750.77 P/E (TTM): 16.71X Cap: $227.27B
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International Business Machines Corporation (IBM $281.28)
- $281.28 P/E (TTM): 44.66X Cap: $262.01B
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JPMorgan Chase & Co. (JPM $297.56)
- $297.56 P/E (TTM): 15.31X Cap: $818.21B
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Eli Lilly and Company (LLY $802.83)
- $802.83 P/E (TTM): 53.55X Cap: $759.84B
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Mastercard Incorporated (MA $560.97)
- $560.97 P/E (TTM): 37.08X Cap: $507.12B
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Morgan Stanley (MS $158.67)
- $158.67 P/E (TTM): 18.1X Cap: $253.29B
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Pfizer Inc. (PFE $24.51)
- $24.51 P/E (TTM): 12.89X Cap: $139.35B
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Royal Caribbean Cruises Ltd. (RCL $300.31)
- $300.31 P/E (TTM): 21.97X Cap: $81.57B
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Visa Inc. (V $341.89)
- $341.89 P/E (TTM): 32.75X Cap: $663.24B
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Wells Fargo & Company (WFC $83.28)
- $83.28 P/E (TTM): 14.41X Cap: $266.78B
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Exxon Mobil Corporation (XOM $112.24)
- $112.24 P/E (TTM): 15.72X Cap: $478.50B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $167.05)
- $167.05 P/E (TTM): 21.96X Cap: $385.76B
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Tencent Holdings Ltd. ADR (TCEHY $80.21)
- $80.21 P/E (TTM): 29.41X Cap: $747.63B
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Veeva Systems Inc. Class A (VEEV $283.73)
- $283.73 P/E (TTM): 60.23X Cap: $46.50B
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The Trade Desk Inc. (TTD $49.98)
- $49.98 P/E (TTM): 60.12X Cap: $24.43B
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JD.com Inc. (JD $33.07)
- $33.07 P/E (TTM): 8.69X Cap: $48.06B
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Roku Inc. (ROKU $94.21)
- $94.21 Cap: $13.88B
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DocuSign Inc. (DOCU $67.93)
- $67.93 P/E (TTM): 50.47X Cap: $13.66B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $295.08)
- $295.08 P/E (TTM): 41.22X Cap: $1.53T
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Healthpeak Properties (DOC $18.55)
- $18.55 P/E (TTM): 73.8X Cap: $12.89B
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National Health Investors Inc. (NHI $75.35)
- $75.35 P/E (TTM): 23.41X Cap: $3.57B
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Zoom Communications Inc. (ZM $80.01)
- $80.01 P/E (TTM): 21.06X Cap: $23.94B
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CrowdStrike Holdings Inc. (CRWD $484.65)
- $484.65 Cap: $121.62B
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Unity Software Inc. (U $35.24)
- $35.24 Cap: $14.88B
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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 $5.14)
- $5.14 Cap: $3.08B
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National Health Investors Inc. (NHI $75.35)
- $75.35 P/E (TTM): 23.41X Cap: $3.57B
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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