Investment Q&A - 5i Research

Apple Inc. (AAPL $256.44)
- $256.44 P/E (TTM): 33.29X Cap: $3.79T
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Amazon.com Inc. (AMZN $243.01)
- $243.01 P/E (TTM): 33.1X Cap: $2.61T
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Meta Platforms Inc. (META $668.73)
- $668.73 P/E (TTM): 28.68X Cap: $1.69T
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Alphabet Inc. (GOOGL $336.01)
- $336.01 P/E (TTM): 32.63X Cap: $4.03T
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Microsoft Corporation (MSFT $481.63)
- $481.63 P/E (TTM): 32.09X Cap: $3.57T
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Netflix Inc. (NFLX $84.64)
- $84.64 P/E (TTM): 34.9X Cap: $361.33B
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NVIDIA Corporation (NVDA $191.52)
- $191.52 P/E (TTM): 45.87X Cap: $4.58T
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PayPal Holdings Inc. (PYPL $54.08)
- $54.08 P/E (TTM): 11.5X Cap: $51.93B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $112.88)
- $112.88 P/E (TTM): 24.96X Cap: $11.82B
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The Boeing Company (BA $241.59)
- $241.59 Cap: $185.88B
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Bank of America Corporation (BAC $51.81)
- $51.81 P/E (TTM): 14.33X Cap: $380.97B
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BlackRock Inc. (BLK $1,121.67)
- $1,121.67 P/E (TTM): 29.3X Cap: $171.70B
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Carnival Corporation (CCL $28.72)
- $28.72 P/E (TTM): 14.46X Cap: $38.90B
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Salesforce Inc. (CRM $227.96)
- $227.96 P/E (TTM): 30.45X Cap: $214.13B
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Delta Air Lines Inc. (DAL $65.83)
- $65.83 P/E (TTM): 9.71X Cap: $43.18B
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The Walt Disney Company (DIS $109.56)
- $109.56 P/E (TTM): 16.53X Cap: $196.15B
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Goldman Sachs Group Inc. (The) (GS $936.81)
- $936.81 P/E (TTM): 19.4X Cap: $278.84B
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International Business Machines Corporation (IBM $294.16)
- $294.16 P/E (TTM): 35.16X Cap: $274.68B
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JPMorgan Chase & Co. (JPM $300.77)
- $300.77 P/E (TTM): 15.03X Cap: $817.52B
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Eli Lilly and Company (LLY $1,023.80)
- $1,023.80 P/E (TTM): 53.2X Cap: $982.73B
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Mastercard Incorporated (MA $521.37)
- $521.37 P/E (TTM): 34.07X Cap: $467.32B
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Morgan Stanley (MS $182.34)
- $182.34 P/E (TTM): 18.76X Cap: $290.30B
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Pfizer Inc. (PFE $25.86)
- $25.86 P/E (TTM): 15.17X Cap: $150.67B
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Royal Caribbean Cruises Ltd. (RCL $291.60)
- $291.60 P/E (TTM): 18.89X Cap: $79.24B
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Visa Inc. (V $326.98)
- $326.98 P/E (TTM): 32.0X Cap: $626.36B
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Wells Fargo & Company (WFC $88.03)
- $88.03 P/E (TTM): 14.5X Cap: $278.46B
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Exxon Mobil Corporation (XOM $137.58)
- $137.58 P/E (TTM): 19.42X Cap: $577.03B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $175.66)
- $175.66 P/E (TTM): 23.07X Cap: $398.85B
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Tencent Holdings Ltd. ADR (TCEHY $78.64)
- $78.64 P/E (TTM): 29.41X Cap: $727.78B
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Veeva Systems Inc. Class A (VEEV $217.99)
- $217.99 P/E (TTM): 43.91X Cap: $35.81B
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The Trade Desk Inc. (TTD $31.87)
- $31.87 P/E (TTM): 42.32X Cap: $15.56B
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JD.com Inc. (JD $29.23)
- $29.23 P/E (TTM): 7.79X Cap: $42.87B
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Roku Inc. (ROKU $100.84)
- $100.84 Cap: $15.45B
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DocuSign Inc. (DOCU $56.22)
- $56.22 P/E (TTM): 40.21X Cap: $11.09B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $342.30)
- $342.30 P/E (TTM): 46.35X Cap: $1.75T
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Healthpeak Properties (DOC $17.15)
- $17.15 Cap: $12.30B
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National Health Investors Inc. (NHI $78.33)
- $78.33 P/E (TTM): 24.79X Cap: $3.78B
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Zoom Communications Inc. (ZM $96.22)
- $96.22 P/E (TTM): 16.47X Cap: $27.96B
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CrowdStrike Holdings Inc. (CRWD $469.19)
- $469.19 Cap: $120.16B
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Unity Software Inc. (U $40.16)
- $40.16 Cap: $17.65B
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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 $5.00)
- $5.00 Cap: $3.07B
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National Health Investors Inc. (NHI $78.33)
- $78.33 P/E (TTM): 24.79X Cap: $3.78B
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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