Investment Q&A - 5i Research

Apple Inc. (AAPL $237.69)
- $237.69 P/E (TTM): 34.86X Cap: $3.53T
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Amazon.com Inc. (AMZN $234.45)
- $234.45 P/E (TTM): 34.35X Cap: $2.40T
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Meta Platforms Inc. (META $747.94)
- $747.94 P/E (TTM): 26.67X Cap: $1.85T
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Alphabet Inc. (GOOGL $229.52)
- $229.52 P/E (TTM): 22.53X Cap: $2.78T
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Microsoft Corporation (MSFT $507.38)
- $507.38 P/E (TTM): 37.03X Cap: $3.75T
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Netflix Inc. (NFLX $1,254.92)
- $1,254.92 P/E (TTM): 51.73X Cap: $521.03B
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NVIDIA Corporation (NVDA $170.80)
- $170.80 P/E (TTM): 55.09X Cap: $4.14T
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PayPal Holdings Inc. (PYPL $68.21)
- $68.21 P/E (TTM): 14.86X Cap: $66.53B
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Walgreens Boots Alliance Inc. (WBA $11.98)
- $11.98 Cap: $10.36B
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Wynn Resorts Limited (WYNN $122.99)
- $122.99 P/E (TTM): 33.55X Cap: $13.05B
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The Boeing Company (BA $231.13)
- $231.13 Cap: $175.71B
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Bank of America Corporation (BAC $50.75)
- $50.75 P/E (TTM): 14.79X Cap: $370.79B
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BlackRock Inc. (BLK $1,108.71)
- $1,108.71 P/E (TTM): 27.08X Cap: $170.25B
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Carnival Corporation (CCL $31.66)
- $31.66 P/E (TTM): 16.4X Cap: $42.47B
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Salesforce Inc. (CRM $242.95)
- $242.95 P/E (TTM): 39.57X Cap: $245.16B
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Delta Air Lines Inc. (DAL $61.12)
- $61.12 P/E (TTM): 8.86X Cap: $39.91B
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The Walt Disney Company (DIS $119.17)
- $119.17 P/E (TTM): 18.51X Cap: $211.04B
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Goldman Sachs Group Inc. (The) (GS $745.61)
- $745.61 P/E (TTM): 16.11X Cap: $221.15B
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International Business Machines Corporation (IBM $248.03)
- $248.03 P/E (TTM): 39.08X Cap: $227.38B
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JPMorgan Chase & Co. (JPM $303.94)
- $303.94 P/E (TTM): 14.71X Cap: $823.57B
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Eli Lilly and Company (LLY $745.49)
- $745.49 P/E (TTM): 59.82X Cap: $698.32B
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Mastercard Incorporated (MA $594.19)
- $594.19 P/E (TTM): 39.91X Cap: $536.33B
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Morgan Stanley (MS $150.14)
- $150.14 P/E (TTM): 17.45X Cap: $237.10B
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Pfizer Inc. (PFE $24.51)
- $24.51 P/E (TTM): 18.1X Cap: $140.94B
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Royal Caribbean Cruises Ltd. (RCL $359.79)
- $359.79 P/E (TTM): 26.05X Cap: $96.42B
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Visa Inc. (V $351.61)
- $351.61 P/E (TTM): 34.19X Cap: $680.66B
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Wells Fargo & Company (WFC $82.03)
- $82.03 P/E (TTM): 14.71X Cap: $257.90B
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Exxon Mobil Corporation (XOM $113.02)
- $113.02 P/E (TTM): 16.29X Cap: $477.09B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $131.17)
- $131.17 P/E (TTM): 18.59X Cap: $315.10B
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Tencent Holdings Ltd. ADR (TCEHY $75.94)
- $75.94 P/E (TTM): 29.41X Cap: $718.46B
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Veeva Systems Inc. Class A (VEEV $268.20)
- $268.20 P/E (TTM): 55.55X Cap: $44.41B
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The Trade Desk Inc. (TTD $52.14)
- $52.14 P/E (TTM): 65.28X Cap: $26.29B
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JD.com Inc. (JD $30.91)
- $30.91 P/E (TTM): 8.45X Cap: $45.34B
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Roku Inc. (ROKU $97.69)
- $97.69 Cap: $14.50B
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DocuSign Inc. (DOCU $75.60)
- $75.60 P/E (TTM): 14.0X Cap: $15.33B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $233.91)
- $233.91 P/E (TTM): 30.65X Cap: $1.20T
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Healthpeak Properties (DOC $17.88)
- $17.88 P/E (TTM): 71.8X Cap: $12.32B
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National Health Investors Inc. (NHI $76.94)
- $76.94 P/E (TTM): 24.47X Cap: $3.71B
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Zoom Communications Inc. (ZM $83.12)
- $83.12 P/E (TTM): 21.62X Cap: $24.98B
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CrowdStrike Holdings Inc. (CRWD $414.51)
- $414.51 Cap: $103.69B
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Unity Software Inc. (U $39.81)
- $39.81 Cap: $16.52B
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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 $4.42)
- $4.42 Cap: $2.65B
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National Health Investors Inc. (NHI $76.94)
- $76.94 P/E (TTM): 24.47X Cap: $3.71B
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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