Investment Q&A - 5i Research

Apple Inc. (AAPL $256.79)
- $256.79 P/E (TTM): 35.17X Cap: $3.84T
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Amazon.com Inc. (AMZN $244.98)
- $244.98 P/E (TTM): 34.03X Cap: $2.58T
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Meta Platforms Inc. (META $643.74)
- $643.74 P/E (TTM): 29.26X Cap: $1.63T
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Alphabet Inc. (GOOGL $327.79)
- $327.79 P/E (TTM): 31.03X Cap: $3.88T
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Microsoft Corporation (MSFT $477.83)
- $477.83 P/E (TTM): 34.03X Cap: $3.59T
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Netflix Inc. (NFLX $90.13)
- $90.13 P/E (TTM): 37.87X Cap: $384.45B
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NVIDIA Corporation (NVDA $185.45)
- $185.45 P/E (TTM): 46.46X Cap: $4.59T
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PayPal Holdings Inc. (PYPL $58.34)
- $58.34 P/E (TTM): 12.03X Cap: $54.74B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $117.66)
- $117.66 P/E (TTM): 26.15X Cap: $12.09B
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The Boeing Company (BA $229.08)
- $229.08 Cap: $173.39B
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Bank of America Corporation (BAC $56.31)
- $56.31 P/E (TTM): 15.64X Cap: $406.31B
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BlackRock Inc. (BLK $1,083.18)
- $1,083.18 P/E (TTM): 28.59X Cap: $166.80B
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Carnival Corporation (CCL $32.04)
- $32.04 P/E (TTM): 16.4X Cap: $43.54B
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Salesforce Inc. (CRM $263.61)
- $263.61 P/E (TTM): 35.1X Cap: $249.35B
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Delta Air Lines Inc. (DAL $71.61)
- $71.61 P/E (TTM): 10.17X Cap: $46.78B
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The Walt Disney Company (DIS $114.01)
- $114.01 P/E (TTM): 16.73X Cap: $201.57B
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Goldman Sachs Group Inc. (The) (GS $940.61)
- $940.61 P/E (TTM): 19.41X Cap: $282.23B
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International Business Machines Corporation (IBM $300.89)
- $300.89 P/E (TTM): 36.09X Cap: $277.36B
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JPMorgan Chase & Co. (JPM $330.56)
- $330.56 P/E (TTM): 16.56X Cap: $890.15B
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Eli Lilly and Company (LLY $1,103.54)
- $1,103.54 P/E (TTM): 52.06X Cap: $1.04T
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Mastercard Incorporated (MA $585.91)
- $585.91 P/E (TTM): 37.11X Cap: $520.76B
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Morgan Stanley (MS $185.36)
- $185.36 P/E (TTM): 19.24X Cap: $293.68B
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Pfizer Inc. (PFE $25.51)
- $25.51 P/E (TTM): 14.78X Cap: $143.73B
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Royal Caribbean Cruises Ltd. (RCL $306.01)
- $306.01 P/E (TTM): 19.69X Cap: $82.47B
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Visa Inc. (V $355.07)
- $355.07 P/E (TTM): 35.05X Cap: $685.32B
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Wells Fargo & Company (WFC $95.29)
- $95.29 P/E (TTM): 15.88X Cap: $295.98B
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Exxon Mobil Corporation (XOM $120.72)
- $120.72 P/E (TTM): 17.59X Cap: $499.69B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $155.06)
- $155.06 P/E (TTM): 19.68X Cap: $338.88B
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Tencent Holdings Ltd. ADR (TCEHY $79.27)
- $79.27 P/E (TTM): 29.41X Cap: $741.85B
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Veeva Systems Inc. Class A (VEEV $243.53)
- $243.53 P/E (TTM): 46.37X Cap: $39.34B
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The Trade Desk Inc. (TTD $37.88)
- $37.88 P/E (TTM): 45.68X Cap: $18.69B
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JD.com Inc. (JD $29.55)
- $29.55 P/E (TTM): 7.7X Cap: $42.18B
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Roku Inc. (ROKU $110.42)
- $110.42 Cap: $16.73B
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DocuSign Inc. (DOCU $68.35)
- $68.35 P/E (TTM): 45.59X Cap: $13.93B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $316.95)
- $316.95 P/E (TTM): 46.18X Cap: $1.65T
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Healthpeak Properties (DOC $16.71)
- $16.71 Cap: $11.77B
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National Health Investors Inc. (NHI $78.16)
- $78.16 P/E (TTM): 24.01X Cap: $3.66B
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Zoom Communications Inc. (ZM $85.39)
- $85.39 P/E (TTM): 16.68X Cap: $25.65B
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CrowdStrike Holdings Inc. (CRWD $466.78)
- $466.78 Cap: $120.73B
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Unity Software Inc. (U $44.75)
- $44.75 Cap: $19.49B
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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 $5.41)
- $5.41 Cap: $3.23B
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National Health Investors Inc. (NHI $78.16)
- $78.16 P/E (TTM): 24.01X Cap: $3.66B
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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