Investment Q&A - 5i Research

Apple Inc. (AAPL $278.03)
- $278.03 P/E (TTM): 37.06X Cap: $4.11T
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Amazon.com Inc. (AMZN $230.28)
- $230.28 P/E (TTM): 32.19X Cap: $2.47T
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Meta Platforms Inc. (META $652.71)
- $652.71 P/E (TTM): 29.09X Cap: $1.63T
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Alphabet Inc. (GOOGL $312.43)
- $312.43 P/E (TTM): 31.3X Cap: $3.86T
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Microsoft Corporation (MSFT $483.47)
- $483.47 P/E (TTM): 34.99X Cap: $3.55T
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Netflix Inc. (NFLX $94.09)
- $94.09 P/E (TTM): 4.04X Cap: $392.84B
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NVIDIA Corporation (NVDA $180.93)
- $180.93 P/E (TTM): 52.7X Cap: $4.46T
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PayPal Holdings Inc. (PYPL $61.69)
- $61.69 P/E (TTM): 12.23X Cap: $57.22B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $124.85)
- $124.85 P/E (TTM): 26.95X Cap: $12.85B
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The Boeing Company (BA $200.71)
- $200.71 Cap: $151.04B
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Bank of America Corporation (BAC $54.56)
- $54.56 P/E (TTM): 14.63X Cap: $394.91B
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BlackRock Inc. (BLK $1,101.84)
- $1,101.84 P/E (TTM): 27.54X Cap: $170.95B
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Carnival Corporation (CCL $27.84)
- $27.84 P/E (TTM): 12.95X Cap: $35.63B
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Salesforce Inc. (CRM $262.35)
- $262.35 P/E (TTM): 37.94X Cap: $247.55B
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Delta Air Lines Inc. (DAL $70.56)
- $70.56 P/E (TTM): 9.5X Cap: $45.66B
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The Walt Disney Company (DIS $111.46)
- $111.46 P/E (TTM): 15.62X Cap: $194.29B
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Goldman Sachs Group Inc. (The) (GS $911.03)
- $911.03 P/E (TTM): 17.81X Cap: $266.70B
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International Business Machines Corporation (IBM $310.74)
- $310.74 P/E (TTM): 37.05X Cap: $292.26B
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JPMorgan Chase & Co. (JPM $317.38)
- $317.38 P/E (TTM): 14.88X Cap: $844.20B
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Eli Lilly and Company (LLY $1,009.38)
- $1,009.38 P/E (TTM): 48.05X Cap: $939.37B
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Mastercard Incorporated (MA $563.37)
- $563.37 P/E (TTM): 34.37X Cap: $483.89B
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Morgan Stanley (MS $180.29)
- $180.29 P/E (TTM): 18.32X Cap: $285.61B
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Pfizer Inc. (PFE $25.80)
- $25.80 P/E (TTM): 13.47X Cap: $146.69B
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Royal Caribbean Cruises Ltd. (RCL $279.70)
- $279.70 P/E (TTM): 16.42X Cap: $71B
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Visa Inc. (V $345.63)
- $345.63 P/E (TTM): 32.01X Cap: $627.26B
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Wells Fargo & Company (WFC $92.59)
- $92.59 P/E (TTM): 14.64X Cap: $284.68B
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Exxon Mobil Corporation (XOM $119.54)
- $119.54 P/E (TTM): 17.19X Cap: $504.11B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $156.90)
- $156.90 P/E (TTM): 20.72X Cap: $366.75B
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Tencent Holdings Ltd. ADR (TCEHY $77.66)
- $77.66 P/E (TTM): 29.41X Cap: $720.79B
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Veeva Systems Inc. Class A (VEEV $229.49)
- $229.49 P/E (TTM): 45.22X Cap: $37.66B
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The Trade Desk Inc. (TTD $37.02)
- $37.02 P/E (TTM): 45.29X Cap: $18.96B
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JD.com Inc. (JD $29.54)
- $29.54 P/E (TTM): 7.87X Cap: $42.93B
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Roku Inc. (ROKU $106.30)
- $106.30 Cap: $15.56B
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DocuSign Inc. (DOCU $70.23)
- $70.23 P/E (TTM): 52.17X Cap: $13.78B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $304.85)
- $304.85 P/E (TTM): 42.1X Cap: $1.60T
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Healthpeak Properties (DOC $16.68)
- $16.68 Cap: $11.55B
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National Health Investors Inc. (NHI $75.87)
- $75.87 P/E (TTM): 24.64X Cap: $3.73B
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Zoom Communications Inc. (ZM $90.24)
- $90.24 P/E (TTM): 17.05X Cap: $26.07B
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CrowdStrike Holdings Inc. (CRWD $517.65)
- $517.65 Cap: $130.97B
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Unity Software Inc. (U $49.23)
- $49.23 Cap: $20.95B
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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 $5.13)
- $5.13 Cap: $3.26B
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National Health Investors Inc. (NHI $75.87)
- $75.87 P/E (TTM): 24.64X Cap: $3.73B
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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