Investment Q&A - 5i Research

Apple Inc. (AAPL $256.48)
- $256.48 P/E (TTM): 39.15X Cap: $3.80T
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Amazon.com Inc. (AMZN $221.78)
- $221.78 P/E (TTM): 33.46X Cap: $2.35T
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Meta Platforms Inc. (META $713.08)
- $713.08 P/E (TTM): 25.78X Cap: $1.79T
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Alphabet Inc. (GOOGL $245.76)
- $245.76 P/E (TTM): 26.16X Cap: $3.02T
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Microsoft Corporation (MSFT $523.98)
- $523.98 P/E (TTM): 37.93X Cap: $3.92T
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Netflix Inc. (NFLX $1,191.06)
- $1,191.06 P/E (TTM): 49.14X Cap: $494.32B
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NVIDIA Corporation (NVDA $185.04)
- $185.04 P/E (TTM): 53.45X Cap: $4.50T
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PayPal Holdings Inc. (PYPL $74.61)
- $74.61 P/E (TTM): 14.86X Cap: $68.10B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $122.91)
- $122.91 P/E (TTM): 35.64X Cap: $12.95B
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The Boeing Company (BA $221.82)
- $221.82 Cap: $166.15B
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Bank of America Corporation (BAC $50.29)
- $50.29 P/E (TTM): 14.85X Cap: $373.23B
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BlackRock Inc. (BLK $1,166.23)
- $1,166.23 P/E (TTM): 28.06X Cap: $182.61B
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Carnival Corporation (CCL $28.71)
- $28.71 P/E (TTM): 14.5X Cap: $39.44B
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Salesforce Inc. (CRM $239.74)
- $239.74 P/E (TTM): 34.94X Cap: $233.98B
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Delta Air Lines Inc. (DAL $56.63)
- $56.63 P/E (TTM): 8.3X Cap: $38.04B
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The Walt Disney Company (DIS $112.53)
- $112.53 P/E (TTM): 17.6X Cap: $202.71B
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Goldman Sachs Group Inc. (The) (GS $789.65)
- $789.65 P/E (TTM): 17.41X Cap: $241.20B
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International Business Machines Corporation (IBM $293.87)
- $293.87 P/E (TTM): 46.66X Cap: $269.60B
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JPMorgan Chase & Co. (JPM $307.69)
- $307.69 P/E (TTM): 15.9X Cap: $850.16B
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Eli Lilly and Company (LLY $843.63)
- $843.63 P/E (TTM): 54.89X Cap: $799.80B
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Mastercard Incorporated (MA $579.84)
- $579.84 P/E (TTM): 39.14X Cap: $523.25B
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Morgan Stanley (MS $155.97)
- $155.97 P/E (TTM): 17.83X Cap: $252.36B
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Pfizer Inc. (PFE $26.27)
- $26.27 P/E (TTM): 14.56X Cap: $150.26B
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Royal Caribbean Cruises Ltd. (RCL $314.75)
- $314.75 P/E (TTM): 23.11X Cap: $86.18B
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Visa Inc. (V $352.42)
- $352.42 P/E (TTM): 34.16X Cap: $677.58B
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Wells Fargo & Company (WFC $81.14)
- $81.14 P/E (TTM): 13.84X Cap: $258.48B
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Exxon Mobil Corporation (XOM $114.26)
- $114.26 P/E (TTM): 16.09X Cap: $486.86B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $181.33)
- $181.33 P/E (TTM): 24.98X Cap: $432.34B
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Tencent Holdings Ltd. ADR (TCEHY $86.13)
- $86.13 P/E (TTM): 29.41X Cap: $814B
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Veeva Systems Inc. Class A (VEEV $306.22)
- $306.22 P/E (TTM): 60.96X Cap: $49.13B
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The Trade Desk Inc. (TTD $53.49)
- $53.49 P/E (TTM): 62.11X Cap: $25.98B
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JD.com Inc. (JD $34.89)
- $34.89 P/E (TTM): 9.38X Cap: $52.18B
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Roku Inc. (ROKU $101.83)
- $101.83 Cap: $15.44B
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DocuSign Inc. (DOCU $69.94)
- $69.94 P/E (TTM): 52.43X Cap: $14.51B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $294.03)
- $294.03 P/E (TTM): 39.66X Cap: $1.56T
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Healthpeak Properties (DOC $19.14)
- $19.14 P/E (TTM): 77.48X Cap: $13.37B
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National Health Investors Inc. (NHI $75.72)
- $75.72 P/E (TTM): 25.0X Cap: $3.72B
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Zoom Communications Inc. (ZM $79.49)
- $79.49 P/E (TTM): 21.36X Cap: $24.25B
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CrowdStrike Holdings Inc. (CRWD $484.62)
- $484.62 Cap: $124.46B
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Unity Software Inc. (U $36.40)
- $36.40 Cap: $15.85B
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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 $5.42)
- $5.42 Cap: $3.24B
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National Health Investors Inc. (NHI $75.72)
- $75.72 P/E (TTM): 25.0X Cap: $3.72B
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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