Investment Q&A - 5i Research

Apple Inc. (AAPL $230.72)
- $230.72 P/E (TTM): 34.85X Cap: $3.45T
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Amazon.com Inc. (AMZN $230.68)
- $230.68 P/E (TTM): 33.76X Cap: $2.46T
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Meta Platforms Inc. (META $788.50)
- $788.50 P/E (TTM): 28.66X Cap: $1.96T
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Alphabet Inc. (GOOGL $205.88)
- $205.88 P/E (TTM): 21.68X Cap: $2.45T
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Microsoft Corporation (MSFT $525.13)
- $525.13 P/E (TTM): 38.8X Cap: $3.88T
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Netflix Inc. (NFLX $1,240.57)
- $1,240.57 P/E (TTM): 52.21X Cap: $522.89B
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NVIDIA Corporation (NVDA $179.92)
- $179.92 P/E (TTM): 59.08X Cap: $4.44T
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PayPal Holdings Inc. (PYPL $69.74)
- $69.74 P/E (TTM): 14.59X Cap: $66.28B
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Walgreens Boots Alliance Inc. (WBA $12.06)
- $12.06 Cap: $10.42B
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Wynn Resorts Limited (WYNN $110.44)
- $110.44 P/E (TTM): 30.08X Cap: $11.58B
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The Boeing Company (BA $235.24)
- $235.24 Cap: $176.32B
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Bank of America Corporation (BAC $47.14)
- $47.14 P/E (TTM): 13.93X Cap: $353.38B
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BlackRock Inc. (BLK $1,144.47)
- $1,144.47 P/E (TTM): 28.17X Cap: $179.65B
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Carnival Corporation (CCL $29.87)
- $29.87 P/E (TTM): 15.6X Cap: $41.01B
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Salesforce Inc. (CRM $243.15)
- $243.15 P/E (TTM): 36.25X Cap: $223.10B
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Delta Air Lines Inc. (DAL $60.26)
- $60.26 P/E (TTM): 8.47X Cap: $38.49B
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The Walt Disney Company (DIS $116.19)
- $116.19 P/E (TTM): 23.21X Cap: $209.11B
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Goldman Sachs Group Inc. (The) (GS $733.15)
- $733.15 P/E (TTM): 16.38X Cap: $226.19B
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International Business Machines Corporation (IBM $239.73)
- $239.73 P/E (TTM): 37.99X Cap: $220.87B
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JPMorgan Chase & Co. (JPM $290.82)
- $290.82 P/E (TTM): 14.37X Cap: $808.86B
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Eli Lilly and Company (LLY $703.74)
- $703.74 P/E (TTM): 52.03X Cap: $647.78B
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Mastercard Incorporated (MA $583.01)
- $583.01 P/E (TTM): 38.72X Cap: $527.72B
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Morgan Stanley (MS $145.11)
- $145.11 P/E (TTM): 17.27X Cap: $237.07B
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Pfizer Inc. (PFE $25.19)
- $25.19 P/E (TTM): 17.86X Cap: $142.76B
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Royal Caribbean Cruises Ltd. (RCL $313.56)
- $313.56 P/E (TTM): 23.04X Cap: $84.82B
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Visa Inc. (V $344.83)
- $344.83 P/E (TTM): 32.88X Cap: $670.23B
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Wells Fargo & Company (WFC $77.63)
- $77.63 P/E (TTM): 14.29X Cap: $254.38B
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Exxon Mobil Corporation (XOM $107.13)
- $107.13 P/E (TTM): 14.08X Cap: $453.56B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $121.81)
- $121.81 P/E (TTM): 16.42X Cap: $282.37B
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Tencent Holdings Ltd. ADR (TCEHY $75.57)
- $75.57 P/E (TTM): 29.41X Cap: $697.11B
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Veeva Systems Inc. Class A (VEEV $280.34)
- $280.34 P/E (TTM): 58.48X Cap: $44.93B
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The Trade Desk Inc. (TTD $52.30)
- $52.30 P/E (TTM): 64.18X Cap: $24.81B
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JD.com Inc. (JD $31.66)
- $31.66 P/E (TTM): 8.6X Cap: $45.89B
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Roku Inc. (ROKU $90.60)
- $90.60 Cap: $12.89B
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DocuSign Inc. (DOCU $71.10)
- $71.10 P/E (TTM): 12.86X Cap: $13.94B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $238.34)
- $238.34 P/E (TTM): 32.79X Cap: $1.24T
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Healthpeak Properties (DOC $17.30)
- $17.30 P/E (TTM): 68.0X Cap: $11.84B
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National Health Investors Inc. (NHI $74.35)
- $74.35 P/E (TTM): 23.91X Cap: $3.55B
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Zoom Communications Inc. (ZM $73.20)
- $73.20 P/E (TTM): 21.01X Cap: $21.74B
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CrowdStrike Holdings Inc. (CRWD $427.54)
- $427.54 Cap: $105.89B
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Unity Software Inc. (U $38.05)
- $38.05 Cap: $16.23B
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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 $4.05)
- $4.05 Cap: $2.49B
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National Health Investors Inc. (NHI $74.35)
- $74.35 P/E (TTM): 23.91X Cap: $3.55B
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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