Investment Q&A - 5i Research

Apple Inc. (AAPL $268.47)
- $268.47 P/E (TTM): 36.11X Cap: $3.98T
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Amazon.com Inc. (AMZN $244.41)
- $244.41 P/E (TTM): 35.34X Cap: $2.59T
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Meta Platforms Inc. (META $621.71)
- $621.71 P/E (TTM): 28.16X Cap: $1.56T
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Alphabet Inc. (GOOGL $278.83)
- $278.83 P/E (TTM): 28.07X Cap: $3.36T
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Microsoft Corporation (MSFT $496.82)
- $496.82 P/E (TTM): 36.07X Cap: $3.69T
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Netflix Inc. (NFLX $1,103.66)
- $1,103.66 P/E (TTM): 45.88X Cap: $466.15B
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NVIDIA Corporation (NVDA $188.15)
- $188.15 P/E (TTM): 55.62X Cap: $4.57T
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PayPal Holdings Inc. (PYPL $66.22)
- $66.22 P/E (TTM): 13.69X Cap: $61.99B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $126.14)
- $126.14 P/E (TTM): 36.08X Cap: $12.74B
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The Boeing Company (BA $194.61)
- $194.61 Cap: $149.35B
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Bank of America Corporation (BAC $53.20)
- $53.20 P/E (TTM): 14.33X Cap: $389.14B
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BlackRock Inc. (BLK $1,082.20)
- $1,082.20 P/E (TTM): 25.95X Cap: $165.92B
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Carnival Corporation (CCL $26.73)
- $26.73 P/E (TTM): 13.65X Cap: $35.75B
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Salesforce Inc. (CRM $239.88)
- $239.88 P/E (TTM): 36.73X Cap: $227.78B
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Delta Air Lines Inc. (DAL $58.88)
- $58.88 P/E (TTM): 8.25X Cap: $37.74B
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The Walt Disney Company (DIS $110.74)
- $110.74 P/E (TTM): 17.43X Cap: $198.65B
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Goldman Sachs Group Inc. (The) (GS $786.34)
- $786.34 P/E (TTM): 16.11X Cap: $236.21B
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International Business Machines Corporation (IBM $306.38)
- $306.38 P/E (TTM): 36.61X Cap: $292.02B
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JPMorgan Chase & Co. (JPM $314.21)
- $314.21 P/E (TTM): 15.98X Cap: $853.21B
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Eli Lilly and Company (LLY $924.37)
- $924.37 P/E (TTM): 45.29X Cap: $886.24B
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Mastercard Incorporated (MA $551.97)
- $551.97 P/E (TTM): 35.38X Cap: $496.84B
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Morgan Stanley (MS $162.36)
- $162.36 P/E (TTM): 16.92X Cap: $259.72B
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Pfizer Inc. (PFE $24.43)
- $24.43 P/E (TTM): 13.09X Cap: $141.28B
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Royal Caribbean Cruises Ltd. (RCL $256.01)
- $256.01 P/E (TTM): 16.97X Cap: $69.15B
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Visa Inc. (V $336.02)
- $336.02 P/E (TTM): 33.21X Cap: $653.68B
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Wells Fargo & Company (WFC $86.04)
- $86.04 P/E (TTM): 14.32X Cap: $268.67B
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Exxon Mobil Corporation (XOM $117.22)
- $117.22 P/E (TTM): 16.52X Cap: $482.86B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $166.34)
- $166.34 P/E (TTM): 21.93X Cap: $387.05B
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Tencent Holdings Ltd. ADR (TCEHY $81.48)
- $81.48 P/E (TTM): 29.41X Cap: $767.95B
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Veeva Systems Inc. Class A (VEEV $294.86)
- $294.86 P/E (TTM): 60.75X Cap: $48.32B
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The Trade Desk Inc. (TTD $43.00)
- $43.00 P/E (TTM): 57.47X Cap: $21.02B
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JD.com Inc. (JD $31.79)
- $31.79 P/E (TTM): 8.5X Cap: $46.43B
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Roku Inc. (ROKU $102.30)
- $102.30 Cap: $15.11B
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DocuSign Inc. (DOCU $69.70)
- $69.70 P/E (TTM): 53.31X Cap: $14.01B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $286.50)
- $286.50 P/E (TTM): 40.37X Cap: $1.48T
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Healthpeak Properties (DOC $17.82)
- $17.82 Cap: $12.20B
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National Health Investors Inc. (NHI $76.80)
- $76.80 P/E (TTM): 24.26X Cap: $3.53B
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Zoom Communications Inc. (ZM $81.69)
- $81.69 P/E (TTM): 22.05X Cap: $24.44B
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CrowdStrike Holdings Inc. (CRWD $539.81)
- $539.81 Cap: $135.46B
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Unity Software Inc. (U $40.03)
- $40.03 Cap: $17.12B
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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 $5.07)
- $5.07 Cap: $3.02B
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National Health Investors Inc. (NHI $76.80)
- $76.80 P/E (TTM): 24.26X Cap: $3.53B
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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