Investment Q&A - 5i Research

Apple Inc. (AAPL $213.88)
- $213.88 P/E (TTM): 33.31X Cap: $3.19T
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Amazon.com Inc. (AMZN $231.44)
- $231.44 P/E (TTM): 37.69X Cap: $2.45T
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Meta Platforms Inc. (META $712.68)
- $712.68 P/E (TTM): 27.94X Cap: $1.79T
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Alphabet Inc. (GOOGL $193.18)
- $193.18 P/E (TTM): 21.56X Cap: $2.33T
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Microsoft Corporation (MSFT $513.71)
- $513.71 P/E (TTM): 39.51X Cap: $3.81T
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Netflix Inc. (NFLX $1,180.49)
- $1,180.49 P/E (TTM): 55.79X Cap: $501.62B
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NVIDIA Corporation (NVDA $173.50)
- $173.50 P/E (TTM): 55.97X Cap: $4.23T
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PayPal Holdings Inc. (PYPL $77.98)
- $77.98 P/E (TTM): 17.52X Cap: $75.83B
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Walgreens Boots Alliance Inc. (WBA $11.61)
- $11.61 Cap: $10.04B
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Wynn Resorts Limited (WYNN $109.44)
- $109.44 P/E (TTM): 29.26X Cap: $11.44B
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The Boeing Company (BA $233.06)
- $233.06 Cap: $175.72B
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Bank of America Corporation (BAC $48.45)
- $48.45 P/E (TTM): 14.46X Cap: $364.91B
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BlackRock Inc. (BLK $1,123.28)
- $1,123.28 P/E (TTM): 27.16X Cap: $174.02B
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Carnival Corporation (CCL $29.75)
- $29.75 P/E (TTM): 15.67X Cap: $40.33B
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Salesforce Inc. (CRM $269.11)
- $269.11 P/E (TTM): 41.89X Cap: $257.26B
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Delta Air Lines Inc. (DAL $54.86)
- $54.86 P/E (TTM): 7.93X Cap: $35.82B
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The Walt Disney Company (DIS $121.47)
- $121.47 P/E (TTM): 24.79X Cap: $218.37B
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Goldman Sachs Group Inc. (The) (GS $728.98)
- $728.98 P/E (TTM): 16.69X Cap: $223.68B
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International Business Machines Corporation (IBM $259.72)
- $259.72 P/E (TTM): 44.55X Cap: $241.93B
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JPMorgan Chase & Co. (JPM $298.62)
- $298.62 P/E (TTM): 14.55X Cap: $829.89B
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Eli Lilly and Company (LLY $812.69)
- $812.69 P/E (TTM): 65.54X Cap: $770.21B
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Mastercard Incorporated (MA $568.22)
- $568.22 P/E (TTM): 39.85X Cap: $515.97B
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Morgan Stanley (MS $143.01)
- $143.01 P/E (TTM): 16.77X Cap: $229.43B
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Pfizer Inc. (PFE $24.79)
- $24.79 P/E (TTM): 17.96X Cap: $140.94B
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Royal Caribbean Cruises Ltd. (RCL $352.80)
- $352.80 P/E (TTM): 28.43X Cap: $95.80B
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Visa Inc. (V $357.04)
- $357.04 P/E (TTM): 35.57X Cap: $682.12B
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Wells Fargo & Company (WFC $84.32)
- $84.32 P/E (TTM): 15.08X Cap: $274.39B
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Exxon Mobil Corporation (XOM $110.40)
- $110.40 P/E (TTM): 14.69X Cap: $475.78B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $120.03)
- $120.03 P/E (TTM): 16.21X Cap: $277.18B
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Tencent Holdings Ltd. ADR (TCEHY $70.18)
- $70.18 P/E (TTM): 29.41X Cap: $654.14B
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Veeva Systems Inc. Class A (VEEV $290.41)
- $290.41 P/E (TTM): 61.84X Cap: $47.45B
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The Trade Desk Inc. (TTD $86.14)
- $86.14 P/E (TTM): 103.66X Cap: $42.33B
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JD.com Inc. (JD $33.18)
- $33.18 P/E (TTM): 8.86X Cap: $48.22B
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Roku Inc. (ROKU $90.12)
- $90.12 Cap: $13.21B
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DocuSign Inc. (DOCU $79.87)
- $79.87 P/E (TTM): 15.1X Cap: $16.13B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $245.60)
- $245.60 P/E (TTM): 31.61X Cap: $1.27T
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Healthpeak Properties (DOC $17.60)
- $17.60 P/E (TTM): 46.02X Cap: $12.22B
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National Health Investors Inc. (NHI $71.10)
- $71.10 P/E (TTM): 22.5X Cap: $3.31B
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Zoom Communications Inc. (ZM $74.82)
- $74.82 P/E (TTM): 22.71X Cap: $22.63B
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CrowdStrike Holdings Inc. (CRWD $467.92)
- $467.92 Cap: $116.62B
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Unity Software Inc. (U $32.77)
- $32.77 Cap: $13.62B
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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 $4.32)
- $4.32 Cap: $2.59B
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National Health Investors Inc. (NHI $71.10)
- $71.10 P/E (TTM): 22.5X Cap: $3.31B
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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