Investment Q&A - 5i Research

Apple Inc. (AAPL $258.90)
- $258.90 P/E (TTM): 32.77X Cap: $3.72T
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Amazon.com Inc. (AMZN $221.25)
- $221.25 P/E (TTM): 29.68X Cap: $2.29T
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Meta Platforms Inc. (META $612.42)
- $612.42 P/E (TTM): 24.39X Cap: $1.54T
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Alphabet Inc. (GOOGL $317.32)
- $317.32 P/E (TTM): 27.75X Cap: $3.69T
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Microsoft Corporation (MSFT $374.33)
- $374.33 P/E (TTM): 23.32X Cap: $2.77T
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Netflix Inc. (NFLX $99.39)
- $99.39 P/E (TTM): 39.12X Cap: $419.64B
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NVIDIA Corporation (NVDA $182.08)
- $182.08 P/E (TTM): 36.25X Cap: $4.32T
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PayPal Holdings Inc. (PYPL $45.85)
- $45.85 P/E (TTM): 8.41X Cap: $42.21B
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Walgreens Boots Alliance Inc. (WBA)
- Cap: $10.36B
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Wynn Resorts Limited (WYNN $105.24)
- $105.24 P/E (TTM): 32.71X Cap: $10.94B
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The Boeing Company (BA $217.80)
- $217.80 P/E (TTM): 85.6X Cap: $165.02B
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Bank of America Corporation (BAC $51.88)
- $51.88 P/E (TTM): 13.24X Cap: $370.71B
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BlackRock Inc. (BLK $1,001.54)
- $1,001.54 P/E (TTM): 27.17X Cap: $149.08B
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Carnival Corporation (CCL $28.03)
- $28.03 P/E (TTM): 11.44X Cap: $40.02B
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Salesforce Inc. (CRM $176.37)
- $176.37 P/E (TTM): 23.72X Cap: $162.78B
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Delta Air Lines Inc. (DAL $68.08)
- $68.08 P/E (TTM): 8.73X Cap: $44.46B
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The Walt Disney Company (DIS $99.18)
- $99.18 P/E (TTM): 14.18X Cap: $169.67B
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Goldman Sachs Group Inc. (The) (GS $905.75)
- $905.75 P/E (TTM): 16.88X Cap: $254.91B
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International Business Machines Corporation (IBM $241.74)
- $241.74 P/E (TTM): 22.13X Cap: $226.76B
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JPMorgan Chase & Co. (JPM $307.97)
- $307.97 P/E (TTM): 14.77X Cap: $826.04B
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Eli Lilly and Company (LLY $953.30)
- $953.30 P/E (TTM): 40.39X Cap: $900.69B
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Mastercard Incorporated (MA $507.12)
- $507.12 P/E (TTM): 30.36X Cap: $452.25B
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Morgan Stanley (MS $176.02)
- $176.02 P/E (TTM): 16.31X Cap: $266.35B
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Pfizer Inc. (PFE $27.47)
- $27.47 P/E (TTM): 20.46X Cap: $154.15B
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Royal Caribbean Cruises Ltd. (RCL $279.26)
- $279.26 P/E (TTM): 17.66X Cap: $75.54B
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Visa Inc. (V $308.96)
- $308.96 P/E (TTM): 28.48X Cap: $579.68B
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Wells Fargo & Company (WFC $84.66)
- $84.66 P/E (TTM): 13.05X Cap: $261.20B
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Exxon Mobil Corporation (XOM $156.22)
- $156.22 P/E (TTM): 24.38X Cap: $650.93B
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $125.32)
- $125.32 P/E (TTM): 15.67X Cap: $289.39B
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Tencent Holdings Ltd. ADR (TCEHY $64.76)
- $64.76 P/E (TTM): 29.41X Cap: $603.62B
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Veeva Systems Inc. Class A (VEEV $166.57)
- $166.57 P/E (TTM): 34.04X Cap: $28.17B
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The Trade Desk Inc. (TTD $20.25)
- $20.25 P/E (TTM): 24.68X Cap: $9.85B
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JD.com Inc. (JD $29.05)
- $29.05 P/E (TTM): 7.29X Cap: $41.36B
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Roku Inc. (ROKU $100.99)
- $100.99 P/E (TTM): 175.36X Cap: $14.52B
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DocuSign Inc. (DOCU $45.71)
- $45.71 P/E (TTM): 33.6X Cap: $8.88B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $365.90)
- $365.90 P/E (TTM): 48.72X Cap: $1.79T
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Healthpeak Properties (DOC $16.68)
- $16.68 P/E (TTM): 166.7X Cap: $11.59B
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National Health Investors Inc. (NHI $84.74)
- $84.74 P/E (TTM): 27.49X Cap: $4.02B
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Zoom Communications Inc. (ZM $83.23)
- $83.23 P/E (TTM): 13.34X Cap: $24.52B
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CrowdStrike Holdings Inc. (CRWD $426.51)
- $426.51 Cap: $108.16B
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Unity Software Inc. (U $22.24)
- $22.24 Cap: $9.70B
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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 $84.74)
- $84.74 P/E (TTM): 27.49X Cap: $4.02B
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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