Investment Q&A - 5i Research

Apple Inc. (AAPL $273.68)
- $273.68 P/E (TTM): 37.28X Cap: $4.03T
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Amazon.com Inc. (AMZN $206.96)
- $206.96 P/E (TTM): 29.33X Cap: $2.24T
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Meta Platforms Inc. (META $670.72)
- $670.72 P/E (TTM): 29.29X Cap: $1.69T
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Alphabet Inc. (GOOGL $318.58)
- $318.58 P/E (TTM): 29.87X Cap: $3.92T
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Microsoft Corporation (MSFT $413.27)
- $413.27 P/E (TTM): 28.53X Cap: $3.06T
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Netflix Inc. (NFLX $82.21)
- $82.21 P/E (TTM): 4.09X Cap: $347.10B
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NVIDIA Corporation (NVDA $188.54)
- $188.54 P/E (TTM): 46.01X Cap: $4.61T
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PayPal Holdings Inc. (PYPL $41.49)
- $41.49 P/E (TTM): 8.13X Cap: $38.19B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $116.86)
- $116.86 P/E (TTM): 25.59X Cap: $12.15B
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The Boeing Company (BA $242.59)
- $242.59 Cap: $192.18B
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Bank of America Corporation (BAC $55.39)
- $55.39 P/E (TTM): 15.45X Cap: $404.48B
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BlackRock Inc. (BLK $1,087.78)
- $1,087.78 P/E (TTM): 27.16X Cap: $167.54B
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Carnival Corporation (CCL $33.35)
- $33.35 P/E (TTM): 17.25X Cap: $47.53B
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Salesforce Inc. (CRM $193.45)
- $193.45 P/E (TTM): 25.55X Cap: $181.26B
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Delta Air Lines Inc. (DAL $74.46)
- $74.46 P/E (TTM): 10.61X Cap: $48.61B
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The Walt Disney Company (DIS $109.96)
- $109.96 P/E (TTM): 15.87X Cap: $189.78B
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Goldman Sachs Group Inc. (The) (GS $948.99)
- $948.99 P/E (TTM): 18.87X Cap: $284.62B
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International Business Machines Corporation (IBM $291.76)
- $291.76 P/E (TTM): 35.67X Cap: $272.71B
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JPMorgan Chase & Co. (JPM $318.28)
- $318.28 P/E (TTM): 15.96X Cap: $866.44B
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Eli Lilly and Company (LLY $1,025.00)
- $1,025.00 P/E (TTM): 51.77X Cap: $969.01B
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Mastercard Incorporated (MA $540.39)
- $540.39 P/E (TTM): 35.09X Cap: $485.26B
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Morgan Stanley (MS $177.89)
- $177.89 P/E (TTM): 18.44X Cap: $282.72B
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Pfizer Inc. (PFE $27.61)
- $27.61 P/E (TTM): 15.83X Cap: $153.79B
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Royal Caribbean Cruises Ltd. (RCL $347.30)
- $347.30 P/E (TTM): 23.02X Cap: $94.91B
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Visa Inc. (V $328.17)
- $328.17 P/E (TTM): 32.51X Cap: $622.53B
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Wells Fargo & Company (WFC $91.91)
- $91.91 P/E (TTM): 15.48X Cap: $288.51B
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Exxon Mobil Corporation (XOM $151.59)
- $151.59 P/E (TTM): 21.66X Cap: $639.28B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $166.51)
- $166.51 P/E (TTM): 21.16X Cap: $384.51B
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Tencent Holdings Ltd. ADR (TCEHY $70.68)
- $70.68 P/E (TTM): 29.41X Cap: $658.80B
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Veeva Systems Inc. Class A (VEEV $186.99)
- $186.99 P/E (TTM): 35.8X Cap: $30.34B
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The Trade Desk Inc. (TTD $28.13)
- $28.13 P/E (TTM): 31.08X Cap: $13.07B
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JD.com Inc. (JD $28.35)
- $28.35 P/E (TTM): 7.29X Cap: $40.70B
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Roku Inc. (ROKU $90.91)
- $90.91 Cap: $13.07B
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DocuSign Inc. (DOCU $47.62)
- $47.62 P/E (TTM): 32.96X Cap: $9.52B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $361.91)
- $361.91 P/E (TTM): 49.39X Cap: $1.84T
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Healthpeak Properties (DOC $17.00)
- $17.00 Cap: $11.81B
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National Health Investors Inc. (NHI $86.22)
- $86.22 P/E (TTM): 26.44X Cap: $4B
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Zoom Communications Inc. (ZM $94.99)
- $94.99 P/E (TTM): 17.94X Cap: $28.24B
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CrowdStrike Holdings Inc. (CRWD $413.39)
- $413.39 Cap: $102.86B
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Unity Software Inc. (U $29.06)
- $29.06 Cap: $11.78B
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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)
- Cap: $3.01B
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National Health Investors Inc. (NHI $86.22)
- $86.22 P/E (TTM): 26.44X Cap: $4B
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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