Investment Q&A

• Goldman Sachs Group Inc. (The) (GS $910.78)
  • $910.78 P/E (TTM): 18.5X Cap: $273.16B
  • View GS Profile
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• JPMorgan Chase & Co. (JPM $329.17)
  • $329.17 P/E (TTM): 16.3X Cap: $896.08B
  • View JPM Profile
  • View Questions on JPM
• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
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• Wells Fargo & Company (WFC $95.30)
  • $95.30 P/E (TTM): 15.7X Cap: $299.15B
  • View WFC Profile
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Q: All of these have had a great 25, are they still great buys and how would you rank them today?
Thanks Again

Upvote 6

Read Answer Asked by eugene on December 11, 2025

• Goldman Sachs Group Inc. (The) (GS $910.78)
  • $910.78 P/E (TTM): 18.5X Cap: $273.16B
  • View GS Profile
  • View Questions on GS
• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
  • View Questions on MS

Q: Hi,

On November 6 I asked a question about these 2 companies. Your answer compared JPM instead.

Could you please resend with these 2?

Thanks much appreciated have a great weekend!

Upvote 1

Read Answer Asked by Robert on November 10, 2025

• Goldman Sachs Group Inc. (The) (GS $910.78)
  • $910.78 P/E (TTM): 18.5X Cap: $273.16B
  • View GS Profile
  • View Questions on GS
• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
  • View Questions on MS

Q: Hi,

I’ve had a nice run with both of these. Thinking of selling one. All things considered regarding their lines of business which has a better growth outlook? Or are they complementary to each others such that owning both is a good thing?

Thank you.

Upvote 2

Read Answer Asked by Robert on November 06, 2025

• Applied Materials Inc. (AMAT $260.78)
  • $260.78 P/E (TTM): 30.04X Cap: $206.78B
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• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
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• Thermo Fisher Scientific Inc (TMO $579.12)
  • $579.12 P/E (TTM): 33.46X Cap: $217.58B
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• Fortinet Inc. (FTNT $81.18)
  • $81.18 P/E (TTM): 33.41X Cap: $60.36B
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• Crocs Inc. (CROX $90.61)
  • $90.61 P/E (TTM): 29.51X Cap: $4.70B
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Q: I have the above listed US Stocks in my portfolio. Please rate each one as Buy, Hold or Sell, and the reasons for your rating.

Upvote 4

Read Answer Asked by ALNOOR on September 29, 2025

• Huntington Bancshares Incorporated (HBAN $17.74)
  • $17.74 P/E (TTM): 12.41X Cap: $27.93B
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• Citigroup Inc. (C $121.56)
  • $121.56 P/E (TTM): 17.1X Cap: $217.50B
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• Goldman Sachs Group Inc. (The) (GS $910.78)
  • $910.78 P/E (TTM): 18.5X Cap: $273.16B
  • View GS Profile
  • View Questions on GS
• JPMorgan Chase & Co. (JPM $329.17)
  • $329.17 P/E (TTM): 16.3X Cap: $896.08B
  • View JPM Profile
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• KeyCorp (KEY $21.14)
  • $21.14 P/E (TTM): 26.76X Cap: $23.10B
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• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
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• PNC Financial Services Group Inc. (The) (PNC $213.48)
  • $213.48 P/E (TTM): 13.8X Cap: $83.71B
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• Regions Financial Corporation (RF $27.73)
  • $27.73 P/E (TTM): 12.27X Cap: $24.31B
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• iShares U.S. Regional Banks ETF (IAT $56.50)
  • $56.50 P/E (TTM): 11.56X Cap: $596M
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• Citizens Financial Group Inc. (CFG $59.86)
  • $59.86 P/E (TTM): 16.77X Cap: $25.42B
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• BMO Covered Call US Banks ETF (ZWK $27.48)
  • $27.48 P/E (TTM): 12.58X Cap: $329M
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Q: With interest rates potentially going lower in the US I was wondering about your crystal ball thoughts on where this ETF might peak this cycle ? I bought in when it cratered a couple years ago.

Upvote 2

Read Answer Asked by STEVE on August 27, 2025

• JPMorgan Chase & Co. (JPM $329.17)
  • $329.17 P/E (TTM): 16.3X Cap: $896.08B
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• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
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Q: Greetings 5i, I own both of these companies and both have done well, although JPM has significantly outperformed. Would you sell MS and consolidate the position in JPM or would you continue to hold both? Please provide primary reasons. Thank you.

Upvote 3

Read Answer Asked by Barbara on June 03, 2025

• JPMorgan Chase & Co. (JPM $329.17)
  • $329.17 P/E (TTM): 16.3X Cap: $896.08B
  • View JPM Profile
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• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
  • View Questions on MS
• Prudential Financial Inc. (PRU $114.55)
  • $114.55 P/E (TTM): 15.67X Cap: $44.64B
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Q: Hello 5i,


What would be your top 3 US Finance picks (best being 1st) in light of Trump's incoming presidency with reasons on your proposed selections. Thanks as always!

j,

Upvote 5

Read Answer Asked by Julie on January 15, 2025

• Goldman Sachs Group Inc. (The) (GS $910.78)
  • $910.78 P/E (TTM): 18.5X Cap: $273.16B
  • View GS Profile
  • View Questions on GS
• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
  • View Questions on MS

Q: Hi!

Regarding these 2 companies which one has more growth prospects, better value for 2025? Are they overlapping businesses or complimentary to each other? I have a nice gain in MS thinking about trimming and buying some GS.

Ok thanks!

Upvote 2

Read Answer Asked by Robert on January 13, 2025

• JPMorgan Chase & Co. (JPM $329.17)
  • $329.17 P/E (TTM): 16.3X Cap: $896.08B
  • View JPM Profile
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• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
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• Toronto-Dominion Bank (The) (TD $129.16)
  • $129.16 P/E (TTM): 11.04X Cap: $220.50B
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Q: I am not so sanguine to think all is priced in. The Americans are going to slaughter td and wait for the lawsuits. I have a AUS account. what solid US bank stocks or other decent dividend stocks would you recommend?

Upvote 3

Read Answer Asked by Murray on October 11, 2024

• Bank of America Corporation (BAC $56.25)
  • $56.25 P/E (TTM): 15.37X Cap: $410.76B
  • View BAC Profile
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• Goldman Sachs Group Inc. (The) (GS $910.78)
  • $910.78 P/E (TTM): 18.5X Cap: $273.16B
  • View GS Profile
  • View Questions on GS
• JPMorgan Chase & Co. (JPM $329.17)
  • $329.17 P/E (TTM): 16.3X Cap: $896.08B
  • View JPM Profile
  • View Questions on JPM
• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
  • View Questions on MS

Q: Hi 5iTeam,

What would your top 3 U.S. banks be and please provide rationales supporting your choices.

Thanks,
H

Upvote 10

Read Answer Asked by Harry on September 19, 2024

• JPMorgan Chase & Co. (JPM $329.17)
  • $329.17 P/E (TTM): 16.3X Cap: $896.08B
  • View JPM Profile
  • View Questions on JPM
• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
  • View Questions on MS
• Prudential Financial Inc. (PRU $114.55)
  • $114.55 P/E (TTM): 15.67X Cap: $44.64B
  • View PRU Profile
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Q: Hi guys, which bank would you recommend. ? Or any other suggestions? For TFSA account for 5 years hold.
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on July 11, 2024

• JPMorgan Chase & Co. (JPM $329.17)
  • $329.17 P/E (TTM): 16.3X Cap: $896.08B
  • View JPM Profile
  • View Questions on JPM
• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
  • View Questions on MS
• Prudential Financial Inc. (PRU $114.55)
  • $114.55 P/E (TTM): 15.67X Cap: $44.64B
  • View PRU Profile
  • View Questions on PRU
• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.63X Cap: $5.47B
  • View CWB Profile
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Q: Hi Group is it a no brainer to buy CWB and sit on it until deal goes thru? Looks like around 25% upside simply waiting on the deal to go tru with the only risk being government intervention. What do you think?

also light on Canadian /us banks/financials I own GSY. US has been outperforming Canadian financials by a long shot. What's you thought on financials in general (US or Cad) give me some of your top financial sector picks regardless of US /Canadian

Upvote 4

Read Answer Asked by Terence on July 10, 2024

• Apple Inc. (AAPL $273.81)
  • $273.81 P/E (TTM): 36.7X Cap: $4.04T
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• Amazon.com Inc. (AMZN $232.38)
  • $232.38 P/E (TTM): 32.82X Cap: $2.48T
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• Meta Platforms Inc. (META $667.55)
  • $667.55 P/E (TTM): 29.56X Cap: $1.68T
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• Alphabet Inc. (GOOGL $314.09)
  • $314.09 P/E (TTM): 31.01X Cap: $3.79T
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• Microsoft Corporation (MSFT $488.02)
  • $488.02 P/E (TTM): 34.71X Cap: $3.62T
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• Netflix Inc. (NFLX $93.64)
  • $93.64 P/E (TTM): 39.11X Cap: $396.78B
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• NVIDIA Corporation (NVDA $188.61)
  • $188.61 P/E (TTM): 46.8X Cap: $4.58T
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• PayPal Holdings Inc. (PYPL $60.04)
  • $60.04 P/E (TTM): 12.08X Cap: $56.17B
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• Wynn Resorts Limited (WYNN $125.02)
  • $125.02 P/E (TTM): 27.12X Cap: $12.99B
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• The Boeing Company (BA $218.16)
  • $218.16 Cap: $165.82B
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• Bank of America Corporation (BAC $56.25)
  • $56.25 P/E (TTM): 15.37X Cap: $410.76B
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• BlackRock Inc. (BLK $1,088.96)
  • $1,088.96 P/E (TTM): 27.99X Cap: $168.95B
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• Carnival Corporation (CCL $31.25)
  • $31.25 P/E (TTM): 15.86X Cap: $42.37B
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• Salesforce Inc. (CRM $265.26)
  • $265.26 P/E (TTM): 35.42X Cap: $248.54B
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• Delta Air Lines Inc. (DAL $70.96)
  • $70.96 P/E (TTM): 10.0X Cap: $46.33B
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• The Walt Disney Company (DIS $114.48)
  • $114.48 P/E (TTM): 16.71X Cap: $204.37B
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• Goldman Sachs Group Inc. (The) (GS $910.78)
  • $910.78 P/E (TTM): 18.5X Cap: $273.16B
  • View GS Profile
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• International Business Machines Corporation (IBM $304.56)
  • $304.56 P/E (TTM): 36.34X Cap: $284.68B
  • View IBM Profile
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• JPMorgan Chase & Co. (JPM $329.17)
  • $329.17 P/E (TTM): 16.3X Cap: $896.08B
  • View JPM Profile
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• Eli Lilly and Company (LLY $1,076.98)
  • $1,076.98 P/E (TTM): 52.69X Cap: $1.01T
  • View LLY Profile
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• Mastercard Incorporated (MA $579.45)
  • $579.45 P/E (TTM): 37.05X Cap: $520.34B
  • View MA Profile
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• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
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• Pfizer Inc. (PFE $25.03)
  • $25.03 P/E (TTM): 14.55X Cap: $142.31B
  • View PFE Profile
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• Royal Caribbean Cruises Ltd. (RCL $293.12)
  • $293.12 P/E (TTM): 19.45X Cap: $80.20B
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• Visa Inc. (V $355.14)
  • $355.14 P/E (TTM): 34.82X Cap: $683.90B
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• Wells Fargo & Company (WFC $95.30)
  • $95.30 P/E (TTM): 15.7X Cap: $299.15B
  • View WFC Profile
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• Exxon Mobil Corporation (XOM $119.22)
  • $119.22 P/E (TTM): 17.33X Cap: $502.77B
  • View XOM Profile
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $150.06)
  • $150.06 P/E (TTM): 19.68X Cap: $346.53B
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• Tencent Holdings Ltd. ADR (TCEHY $77.42)
  • $77.42 P/E (TTM): 29.41X Cap: $721.62B
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• Veeva Systems Inc. Class A (VEEV $223.15)
  • $223.15 P/E (TTM): 43.5X Cap: $36.68B
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• The Trade Desk Inc. (TTD $38.12)
  • $38.12 P/E (TTM): 43.82X Cap: $18.43B
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• JD.com Inc. (JD $29.17)
  • $29.17 P/E (TTM): 7.63X Cap: $42.39B
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• Roku Inc. (ROKU $110.68)
  • $110.68 Cap: $16.35B
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• DocuSign Inc. (DOCU $69.64)
  • $69.64 P/E (TTM): 48.7X Cap: $13.94B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $298.80)
  • $298.80 P/E (TTM): 42.16X Cap: $1.54T
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• Healthpeak Properties (DOC $16.03)
  • $16.03 Cap: $11.14B
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• National Health Investors Inc. (NHI $77.00)
  • $77.00 P/E (TTM): 24.21X Cap: $3.70B
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• Zoom Communications Inc. (ZM $87.79)
  • $87.79 P/E (TTM): 17.08X Cap: $25.99B
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• CrowdStrike Holdings Inc. (CRWD $477.11)
  • $477.11 Cap: $120.27B
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• Unity Software Inc. (U $45.44)
  • $45.44 Cap: $19.44B
  • View U Profile
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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.

Upvote 9

Read Answer Asked by David on April 30, 2024

• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
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Q: What is going on with Morgan Stanley . ? Money Laundering ?

What will be done to MS by regulators What will be long term effect on Shares ? RAK

Upvote 2

Read Answer Asked by bob on April 12, 2024

• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
  • View Questions on MS

Q: Why is ms treading water ? The rest of the financials seem to have more life.

Upvote 1

Read Answer Asked by Mark on March 14, 2024

• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
  • View Questions on MS

Q: MS

Stock dropped Any reason for drop/. Thanks RAK

Upvote 2

Read Answer Asked by bob on March 08, 2024

• Amgen Inc. (AMGN $333.96)
  • $333.96 P/E (TTM): 25.79X Cap: $179.83B
  • View AMGN Profile
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• Texas Instruments Incorporated (TXN $177.13)
  • $177.13 P/E (TTM): 32.32X Cap: $160.94B
  • View TXN Profile
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• AbbVie Inc. (ABBV $229.89)
  • $229.89 P/E (TTM): 175.49X Cap: $406.30B
  • View ABBV Profile
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• Chevron Corporation (CVX $150.50)
  • $150.50 P/E (TTM): 21.17X Cap: $303.03B
  • View CVX Profile
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• Johnson & Johnson (JNJ $207.78)
  • $207.78 P/E (TTM): 20.06X Cap: $500.60B
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• Medtronic plc. (MDT $96.56)
  • $96.56 P/E (TTM): 26.29X Cap: $124.70B
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• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
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• NextEra Energy Inc. (NEE $80.45)
  • $80.45 P/E (TTM): 25.62X Cap: $167.54B
  • View NEE Profile
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• PepsiCo Inc. (PEP $143.74)
  • $143.74 P/E (TTM): 27.33X Cap: $196.54B
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• United Parcel Service Inc. (UPS $100.66)
  • $100.66 P/E (TTM): 15.58X Cap: $85.39B
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Q: You replied to my recent question about cdn companies paying us dividends, I would like same 5i stock screener in us companies. Your criteria was us dividends, top 25 with the largest market capitalization, 12 month trailing dividend yield, 5 yr historical dividend growth rate and anything else you may add, basically buy and forget.

Upvote 2

Read Answer Asked by Michael on February 21, 2024

• Bank of America Corporation (BAC $56.25)
  • $56.25 P/E (TTM): 15.37X Cap: $410.76B
  • View BAC Profile
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• JPMorgan Chase & Co. (JPM $329.17)
  • $329.17 P/E (TTM): 16.3X Cap: $896.08B
  • View JPM Profile
  • View Questions on JPM
• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
  • View Questions on MS

Q: Opinion on US Banks in General ? JPM at ATH but others (BAC ) not even close ?

Thanks

Greg

Upvote 2

Read Answer Asked by Greg on January 15, 2024

• Apple Inc. (AAPL $273.81)
  • $273.81 P/E (TTM): 36.7X Cap: $4.04T
  • View AAPL Profile
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• Adobe Inc. (ADBE $352.98)
  • $352.98 P/E (TTM): 21.12X Cap: $147.75B
  • View ADBE Profile
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• Amazon.com Inc. (AMZN $232.38)
  • $232.38 P/E (TTM): 32.82X Cap: $2.48T
  • View AMZN Profile
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• Meta Platforms Inc. (META $667.55)
  • $667.55 P/E (TTM): 29.56X Cap: $1.68T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $315.67)
  • $315.67 P/E (TTM): 31.16X Cap: $3.79T
  • View GOOG Profile
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• Intuitive Surgical Inc. (ISRG $577.15)
  • $577.15 P/E (TTM): 76.24X Cap: $204.59B
  • View ISRG Profile
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• NVIDIA Corporation (NVDA $188.61)
  • $188.61 P/E (TTM): 46.8X Cap: $4.58T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $5,446.51)
  • $5,446.51 P/E (TTM): 35.48X Cap: $175.56B
  • View BKNG Profile
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• AbbVie Inc. (ABBV $229.89)
  • $229.89 P/E (TTM): 175.49X Cap: $406.30B
  • View ABBV Profile
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• Salesforce Inc. (CRM $265.26)
  • $265.26 P/E (TTM): 35.42X Cap: $248.54B
  • View CRM Profile
  • View Questions on CRM
• JPMorgan Chase & Co. (JPM $329.17)
  • $329.17 P/E (TTM): 16.3X Cap: $896.08B
  • View JPM Profile
  • View Questions on JPM
• Eli Lilly and Company (LLY $1,076.98)
  • $1,076.98 P/E (TTM): 52.69X Cap: $1.01T
  • View LLY Profile
  • View Questions on LLY
• Merck & Company Inc. (MRK $106.45)
  • $106.45 P/E (TTM): 14.07X Cap: $264.21B
  • View MRK Profile
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• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
  • View MS Profile
  • View Questions on MS
• Prudential Financial Inc. (PRU $114.55)
  • $114.55 P/E (TTM): 15.67X Cap: $44.64B
  • View PRU Profile
  • View Questions on PRU
• Ulta Beauty Inc. (ULTA $608.52)
  • $608.52 P/E (TTM): 23.36X Cap: $26.99B
  • View ULTA Profile
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• Take-Two Interactive Software Inc. (TTWO $251.60)
  • $251.60 Cap: $46.49B
  • View TTWO Profile
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• Vertiv Holdings LLC Class A (VRT $166.87)
  • $166.87 P/E (TTM): 62.97X Cap: $63.80B
  • View VRT Profile
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• Duolingo Inc. (DUOL $180.69)
  • $180.69 P/E (TTM): 22.9X Cap: $8.35B
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Q: Long term holding and price appreciation of AAPL and NVDA has led to a U.S. portion of a registered portfolio weighting of 28% and 17% respectively. I'd like to take some profits on these positions and trim these weightings to diversify. Please provide your top suggestions for replacements to consider in Health, Consumer, IT, Communication, and Financial sectors with a timeframe of 10years+

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Read Answer Asked by Chris on November 15, 2023

• Morgan Stanley (MS $181.65)
  • $181.65 P/E (TTM): 18.61X Cap: $288.69B
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Q: US banks have not well lately.
Looking to take a position in Morgan Stanley. Can you give me your short and long price range for this stock
Thanks Al

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Read Answer Asked by Al on November 02, 2023