Investment Q&A - 5i Research

Apple Inc. (AAPL $272.19)
- $272.19 P/E (TTM): 36.81X Cap: $4.02T
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Amazon.com Inc. (AMZN $226.76)
- $226.76 P/E (TTM): 31.44X Cap: $2.42T
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Meta Platforms Inc. (META $664.45)
- $664.45 P/E (TTM): 29.1X Cap: $1.67T
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Alphabet Inc. (GOOGL $302.46)
- $302.46 P/E (TTM): 30.26X Cap: $3.58T
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Microsoft Corporation (MSFT $483.98)
- $483.98 P/E (TTM): 33.88X Cap: $3.59T
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Netflix Inc. (NFLX $94.00)
- $94.00 P/E (TTM): 3.95X Cap: $398.30B
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NVIDIA Corporation (NVDA $174.14)
- $174.14 P/E (TTM): 44.1X Cap: $4.23T
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PayPal Holdings Inc. (PYPL $59.44)
- $59.44 P/E (TTM): 12.11X Cap: $55.61B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $126.51)
- $126.51 P/E (TTM): 27.21X Cap: $13.15B
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The Boeing Company (BA $208.27)
- $208.27 Cap: $158.30B
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Bank of America Corporation (BAC $54.26)
- $54.26 P/E (TTM): 14.98X Cap: $396.23B
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BlackRock Inc. (BLK $1,064.99)
- $1,064.99 P/E (TTM): 27.46X Cap: $165.23B
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Carnival Corporation (CCL $28.34)
- $28.34 P/E (TTM): 14.23X Cap: $38.42B
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Salesforce Inc. (CRM $257.85)
- $257.85 P/E (TTM): 34.46X Cap: $241.60B
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Delta Air Lines Inc. (DAL $70.15)
- $70.15 P/E (TTM): 10.02X Cap: $45.80B
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The Walt Disney Company (DIS $111.87)
- $111.87 P/E (TTM): 16.29X Cap: $199.72B
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Goldman Sachs Group Inc. (The) (GS $876.30)
- $876.30 P/E (TTM): 17.86X Cap: $262.82B
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International Business Machines Corporation (IBM $300.45)
- $300.45 P/E (TTM): 36.18X Cap: $280.84B
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JPMorgan Chase & Co. (JPM $313.00)
- $313.00 P/E (TTM): 15.62X Cap: $852.06B
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Eli Lilly and Company (LLY $1,056.88)
- $1,056.88 P/E (TTM): 51.58X Cap: $999.15B
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Mastercard Incorporated (MA $566.21)
- $566.21 P/E (TTM): 36.16X Cap: $508.45B
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Morgan Stanley (MS $172.96)
- $172.96 P/E (TTM): 17.91X Cap: $274.88B
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Pfizer Inc. (PFE $25.04)
- $25.04 P/E (TTM): 14.84X Cap: $142.37B
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Royal Caribbean Cruises Ltd. (RCL $286.73)
- $286.73 P/E (TTM): 18.84X Cap: $78.19B
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Visa Inc. (V $346.01)
- $346.01 P/E (TTM): 34.01X Cap: $666.32B
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Wells Fargo & Company (WFC $91.48)
- $91.48 P/E (TTM): 15.25X Cap: $287.16B
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Exxon Mobil Corporation (XOM $116.54)
- $116.54 P/E (TTM): 17.07X Cap: $491.46B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $147.32)
- $147.32 P/E (TTM): 19.63X Cap: $340.20B
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Tencent Holdings Ltd. ADR (TCEHY $77.60)
- $77.60 P/E (TTM): 29.41X Cap: $723.30B
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Veeva Systems Inc. Class A (VEEV $218.10)
- $218.10 P/E (TTM): 42.75X Cap: $35.41B
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The Trade Desk Inc. (TTD $37.29)
- $37.29 P/E (TTM): 42.11X Cap: $17.97B
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JD.com Inc. (JD $28.80)
- $28.80 P/E (TTM): 7.57X Cap: $41.85B
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Roku Inc. (ROKU $110.87)
- $110.87 Cap: $15.91B
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DocuSign Inc. (DOCU $69.40)
- $69.40 P/E (TTM): 47.26X Cap: $13.57B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $284.68)
- $284.68 P/E (TTM): 40.27X Cap: $1.43T
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Healthpeak Properties (DOC $16.41)
- $16.41 Cap: $11.40B
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National Health Investors Inc. (NHI $78.35)
- $78.35 P/E (TTM): 24.14X Cap: $3.68B
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Zoom Communications Inc. (ZM $89.38)
- $89.38 P/E (TTM): 17.1X Cap: $26.27B
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CrowdStrike Holdings Inc. (CRWD $477.26)
- $477.26 Cap: $118.49B
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Unity Software Inc. (U $44.54)
- $44.54 Cap: $18.73B
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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 $5.08)
- $5.08 Cap: $3.05B
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National Health Investors Inc. (NHI $78.35)
- $78.35 P/E (TTM): 24.14X Cap: $3.68B
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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