Investment Q&A - 5i Research

Apple Inc. (AAPL $277.55)
- $277.55 P/E (TTM): 37.11X Cap: $4.10T
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Amazon.com Inc. (AMZN $229.16)
- $229.16 P/E (TTM): 32.37X Cap: $2.44T
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Meta Platforms Inc. (META $633.61)
- $633.61 P/E (TTM): 28.06X Cap: $1.59T
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Alphabet Inc. (GOOGL $319.95)
- $319.95 P/E (TTM): 31.58X Cap: $3.86T
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Microsoft Corporation (MSFT $485.50)
- $485.50 P/E (TTM): 34.53X Cap: $3.60T
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Netflix Inc. (NFLX $106.14)
- $106.14 P/E (TTM): 4.43X Cap: $449.74B
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NVIDIA Corporation (NVDA $180.26)
- $180.26 P/E (TTM): 51.36X Cap: $4.38T
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PayPal Holdings Inc. (PYPL $61.83)
- $61.83 P/E (TTM): 12.44X Cap: $57.85B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $129.46)
- $129.46 P/E (TTM): 28.08X Cap: $13.46B
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The Boeing Company (BA $186.92)
- $186.92 Cap: $142.07B
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Bank of America Corporation (BAC $52.99)
- $52.99 P/E (TTM): 14.48X Cap: $386.95B
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BlackRock Inc. (BLK $1,040.06)
- $1,040.06 P/E (TTM): 26.74X Cap: $161.36B
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Carnival Corporation (CCL $25.43)
- $25.43 P/E (TTM): 12.91X Cap: $34.48B
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Salesforce Inc. (CRM $228.15)
- $228.15 P/E (TTM): 33.16X Cap: $217.19B
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Delta Air Lines Inc. (DAL $64.27)
- $64.27 P/E (TTM): 9.05X Cap: $41.96B
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The Walt Disney Company (DIS $103.43)
- $103.43 P/E (TTM): 15.1X Cap: $184.65B
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Goldman Sachs Group Inc. (The) (GS $816.01)
- $816.01 P/E (TTM): 16.58X Cap: $244.74B
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International Business Machines Corporation (IBM $303.21)
- $303.21 P/E (TTM): 36.18X Cap: $283.42B
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JPMorgan Chase & Co. (JPM $307.64)
- $307.64 P/E (TTM): 15.23X Cap: $837.47B
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Eli Lilly and Company (LLY $1,104.34)
- $1,104.34 P/E (TTM): 54.03X Cap: $1.04T
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Mastercard Incorporated (MA $544.93)
- $544.93 P/E (TTM): 34.84X Cap: $489.34B
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Morgan Stanley (MS $167.94)
- $167.94 P/E (TTM): 17.21X Cap: $266.90B
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Pfizer Inc. (PFE $25.71)
- $25.71 P/E (TTM): 13.68X Cap: $146.17B
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Royal Caribbean Cruises Ltd. (RCL $265.71)
- $265.71 P/E (TTM): 17.57X Cap: $72.46B
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Visa Inc. (V $333.79)
- $333.79 P/E (TTM): 32.72X Cap: $642.78B
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Wells Fargo & Company (WFC $85.56)
- $85.56 P/E (TTM): 14.1X Cap: $268.58B
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Exxon Mobil Corporation (XOM $114.77)
- $114.77 P/E (TTM): 16.68X Cap: $484B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $157.60)
- $157.60 P/E (TTM): 20.94X Cap: $363.94B
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Tencent Holdings Ltd. ADR (TCEHY $78.95)
- $78.95 P/E (TTM): 29.41X Cap: $735.89B
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Veeva Systems Inc. Class A (VEEV $240.67)
- $240.67 P/E (TTM): 46.91X Cap: $39.56B
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The Trade Desk Inc. (TTD $39.11)
- $39.11 P/E (TTM): 44.95X Cap: $18.91B
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JD.com Inc. (JD $29.42)
- $29.42 P/E (TTM): 7.8X Cap: $42.75B
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Roku Inc. (ROKU $95.63)
- $95.63 Cap: $14.12B
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DocuSign Inc. (DOCU $68.87)
- $68.87 P/E (TTM): 51.78X Cap: $13.85B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $289.96)
- $289.96 P/E (TTM): 40.23X Cap: $1.50T
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Healthpeak Properties (DOC $18.22)
- $18.22 Cap: $12.66B
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National Health Investors Inc. (NHI $79.62)
- $79.62 P/E (TTM): 25.04X Cap: $3.75B
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Zoom Communications Inc. (ZM $84.43)
- $84.43 P/E (TTM): 22.28X Cap: $24.99B
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CrowdStrike Holdings Inc. (CRWD $501.54)
- $501.54 Cap: $125.86B
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Unity Software Inc. (U $42.47)
- $42.47 Cap: $18.17B
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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 $5.77)
- $5.77 Cap: $3.47B
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National Health Investors Inc. (NHI $79.62)
- $79.62 P/E (TTM): 25.04X Cap: $3.75B
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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