Investment Q&A

• Bank of America Corporation (BAC $50.55)
  • $50.55 P/E (TTM): 13.57X Cap: $364.12B
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• Citigroup Inc. (C $125.85)
  • $125.85 P/E (TTM): 17.96X Cap: $214.64B
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• Goldman Sachs Group Inc. (The) (GS $944.86)
  • $944.86 P/E (TTM): 18.25X Cap: $276.26B
  • View GS Profile
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• JPMorgan Chase & Co. (JPM $300.00)
  • $300.00 P/E (TTM): 15.1X Cap: $809.48B
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
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Q: which american large bank do you find the best for a long term hold ? I currently hold jpm. Should I add to that or take a position in another bank.

Great service you provide. Thank you

Upvote 6

Read Answer Asked by ric on March 19, 2026

• Goldman Sachs Group Inc. (The) (GS $944.86)
  • $944.86 P/E (TTM): 18.25X Cap: $276.26B
  • View GS Profile
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• JPMorgan Chase & Co. (JPM $300.00)
  • $300.00 P/E (TTM): 15.1X Cap: $809.48B
  • View JPM Profile
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
  • View MS Profile
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Q: Good morning, Goats!

JPM is a favourite. With its cheaper valuation and current rate outlook it will benefit more on broad banking and scale. Is it landing on the higher valuation side of things now?

A crypto recovery, IPO’s, M&A activity, strong markets continuing. Garp and other metrics would favour GS.

What say you? Does GS actually pull away here on another steady run? Or would you still pick the more conservative and diverse JPM. If there is an alternative winner please share.

Thanks for all the continued work this incredible team does.

Upvote 2

Read Answer Asked by Adam on January 17, 2026

• JPMorgan Chase & Co. (JPM $300.00)
  • $300.00 P/E (TTM): 15.1X Cap: $809.48B
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
  • View MS Profile
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Q: Can I get your opinion on the better buy.. thanks

Upvote 3

Read Answer Asked by Ryan on January 08, 2026

• Goldman Sachs Group Inc. (The) (GS $944.86)
  • $944.86 P/E (TTM): 18.25X Cap: $276.26B
  • View GS Profile
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• JPMorgan Chase & Co. (JPM $300.00)
  • $300.00 P/E (TTM): 15.1X Cap: $809.48B
  • View JPM Profile
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
  • View MS Profile
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• Wells Fargo & Company (WFC $73.58)
  • $73.58 P/E (TTM): 12.06X Cap: $231.47B
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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 $944.86)
  • $944.86 P/E (TTM): 18.25X Cap: $276.26B
  • View GS Profile
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
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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 $944.86)
  • $944.86 P/E (TTM): 18.25X Cap: $276.26B
  • View GS Profile
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
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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 $443.62)
  • $443.62 P/E (TTM): 44.57X Cap: $345.56B
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
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• Thermo Fisher Scientific Inc (TMO $452.60)
  • $452.60 P/E (TTM): 26.21X Cap: $168.19B
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• Fortinet Inc. (FTNT $115.44)
  • $115.44 P/E (TTM): 46.94X Cap: $83.51B
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• Crocs Inc. (CROX $100.42)
  • $100.42 Cap: $5.14B
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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 $15.96)
  • $15.96 P/E (TTM): 11.6X Cap: $32.67B
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• Citigroup Inc. (C $125.85)
  • $125.85 P/E (TTM): 17.96X Cap: $214.64B
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• Goldman Sachs Group Inc. (The) (GS $944.86)
  • $944.86 P/E (TTM): 18.25X Cap: $276.26B
  • View GS Profile
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• JPMorgan Chase & Co. (JPM $300.00)
  • $300.00 P/E (TTM): 15.1X Cap: $809.48B
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• KeyCorp (KEY $21.31)
  • $21.31 P/E (TTM): 14.12X Cap: $23.41B
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
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• PNC Financial Services Group Inc. (The) (PNC $214.59)
  • $214.59 P/E (TTM): 12.84X Cap: $87.07B
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• Regions Financial Corporation (RF $26.83)
  • $26.83 P/E (TTM): 12.07X Cap: $24.45B
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• iShares U.S. Regional Banks ETF (IAT $56.46)
  • $56.46 P/E (TTM): 11.58X Cap: $612M
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• Citizens Financial Group Inc. (CFG $62.16)
  • $62.16 P/E (TTM): 16.51X Cap: $26.95B
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• BMO Covered Call US Banks ETF (ZWK $26.21)
  • $26.21 P/E (TTM): 13.11X Cap: $325M
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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 $300.00)
  • $300.00 P/E (TTM): 15.1X Cap: $809.48B
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
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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 $300.00)
  • $300.00 P/E (TTM): 15.1X Cap: $809.48B
  • View JPM Profile
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
  • View MS Profile
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• Prudential Financial Inc. (PRU $101.12)
  • $101.12 P/E (TTM): 10.09X Cap: $34.98B
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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 $944.86)
  • $944.86 P/E (TTM): 18.25X Cap: $276.26B
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
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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 $300.00)
  • $300.00 P/E (TTM): 15.1X Cap: $809.48B
  • View JPM Profile
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
  • View MS Profile
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• Toronto-Dominion Bank (The) (TD $146.43)
  • $146.43 P/E (TTM): 11.77X Cap: $245.23B
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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 $50.55)
  • $50.55 P/E (TTM): 13.57X Cap: $364.12B
  • View BAC Profile
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• Goldman Sachs Group Inc. (The) (GS $944.86)
  • $944.86 P/E (TTM): 18.25X Cap: $276.26B
  • View GS Profile
  • View Questions on GS
• JPMorgan Chase & Co. (JPM $300.00)
  • $300.00 P/E (TTM): 15.1X Cap: $809.48B
  • View JPM Profile
  • View Questions on JPM
• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
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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 $300.00)
  • $300.00 P/E (TTM): 15.1X Cap: $809.48B
  • View JPM Profile
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
  • View MS Profile
  • View Questions on MS
• Prudential Financial Inc. (PRU $101.12)
  • $101.12 P/E (TTM): 10.09X Cap: $34.98B
  • 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 $300.00)
  • $300.00 P/E (TTM): 15.1X Cap: $809.48B
  • View JPM Profile
  • View Questions on JPM
• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
  • View MS Profile
  • View Questions on MS
• Prudential Financial Inc. (PRU $101.12)
  • $101.12 P/E (TTM): 10.09X Cap: $34.98B
  • View PRU Profile
  • View Questions on PRU
• Canadian Western Bank (CWB $56.63)
  • $56.63 P/E (TTM): 20.74X
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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 $292.68)
  • $292.68 P/E (TTM): 37.13X Cap: $4.29T
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• Amazon.com Inc. (AMZN $268.99)
  • $268.99 P/E (TTM): 38.03X Cap: $2.93T
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• Meta Platforms Inc. (META $598.86)
  • $598.86 P/E (TTM): 25.95X Cap: $1.54T
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• Alphabet Inc. (GOOGL $388.64)
  • $388.64 P/E (TTM): 37.08X Cap: $4.85T
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• Microsoft Corporation (MSFT $412.66)
  • $412.66 P/E (TTM): 25.96X Cap: $3.08T
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• Netflix Inc. (NFLX $85.45)
  • $85.45 P/E (TTM): 28.26X Cap: $368.40B
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• NVIDIA Corporation (NVDA $219.44)
  • $219.44 P/E (TTM): 43.92X Cap: $5.22T
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• PayPal Holdings Inc. (PYPL $45.07)
  • $45.07 P/E (TTM): 8.39X Cap: $40.02B
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• Wynn Resorts Limited (WYNN $99.37)
  • $99.37 P/E (TTM): 32.62X Cap: $10.62B
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• The Boeing Company (BA $238.21)
  • $238.21 P/E (TTM): 93.82X Cap: $187.11B
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• Bank of America Corporation (BAC $50.55)
  • $50.55 P/E (TTM): 13.57X Cap: $364.12B
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• BlackRock Inc. (BLK $1,081.32)
  • $1,081.32 P/E (TTM): 30.72X Cap: $167.85B
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• Carnival Corporation Ltd. (CCL $25.44)
  • $25.44 P/E (TTM): 11.62X Cap: $37.67B
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• Salesforce Inc. (CRM $177.49)
  • $177.49 P/E (TTM): 23.31X Cap: $167.81B
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• Delta Air Lines Inc. (DAL $71.20)
  • $71.20 P/E (TTM): 10.71X Cap: $48.17B
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• The Walt Disney Company (DIS $104.72)
  • $104.72 P/E (TTM): 15.91X Cap: $181.84B
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• Goldman Sachs Group Inc. (The) (GS $944.86)
  • $944.86 P/E (TTM): 18.25X Cap: $276.26B
  • View GS Profile
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• International Business Machines Corporation (IBM $223.55)
  • $223.55 P/E (TTM): 20.28X Cap: $215.94B
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• JPMorgan Chase & Co. (JPM $300.00)
  • $300.00 P/E (TTM): 15.1X Cap: $809.48B
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• Eli Lilly and Company (LLY $966.99)
  • $966.99 P/E (TTM): 41.33X Cap: $893.19B
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• Mastercard Incorporated (MA $497.81)
  • $497.81 P/E (TTM): 29.99X Cap: $437.79B
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
  • View MS Profile
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• Pfizer Inc. (PFE $25.81)
  • $25.81 P/E (TTM): 18.88X Cap: $146.36B
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• Royal Caribbean Cruises Ltd. (RCL $263.46)
  • $263.46 P/E (TTM): 17.63X Cap: $73.81B
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• Visa Inc. (V $323.86)
  • $323.86 P/E (TTM): 29.93X Cap: $613.54B
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• Wells Fargo & Company (WFC $73.58)
  • $73.58 P/E (TTM): 12.06X Cap: $231.47B
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• Exxon Mobil Corporation (XOM $149.68)
  • $149.68 P/E (TTM): 21.58X Cap: $599.23B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $137.30)
  • $137.30 P/E (TTM): 17.85X Cap: $323.43B
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• Tencent Holdings Ltd. ADR (TCEHY $59.48)
  • $59.48 P/E (TTM): 29.41X Cap: $557.58B
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• Veeva Systems Inc. Class A (VEEV $159.33)
  • $159.33 P/E (TTM): 30.58X Cap: $27.13B
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• The Trade Desk Inc. (TTD $21.52)
  • $21.52 P/E (TTM): 25.64X Cap: $10.85B
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• JD.com Inc. (JD $30.53)
  • $30.53 P/E (TTM): 15.95X Cap: $41.15B
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• Roku Inc. (ROKU $128.07)
  • $128.07 P/E (TTM): 231.3X Cap: $19.11B
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• DocuSign Inc. (DOCU $45.49)
  • $45.49 P/E (TTM): 32.36X Cap: $9.38B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $404.54)
  • $404.54 P/E (TTM): 39.9X Cap: $2.13T
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• Healthpeak Properties (DOC $19.76)
  • $19.76 P/E (TTM): 196.4X Cap: $13.54B
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• National Health Investors Inc. (NHI $73.43)
  • $73.43 P/E (TTM): 24.92X Cap: $3.64B
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• Zoom Communications Inc. (ZM $107.12)
  • $107.12 P/E (TTM): 17.61X Cap: $32.11B
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• CrowdStrike Holdings Inc. (CRWD $542.26)
  • $542.26 Cap: $134.33B
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• Unity Software Inc. (U $26.87)
  • $26.87 Cap: $12.29B
  • 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 $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
  • 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 $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
  • 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 $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
  • 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 $329.59)
  • $329.59 P/E (TTM): 23.31X Cap: $179.02B
  • View AMGN Profile
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• Texas Instruments Incorporated (TXN $297.76)
  • $297.76 P/E (TTM): 52.71X Cap: $261.92B
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• AbbVie Inc. (ABBV $202.78)
  • $202.78 P/E (TTM): 85.4X Cap: $356.49B
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• Chevron Corporation (CVX $184.74)
  • $184.74 P/E (TTM): 27.39X Cap: $361.71B
  • View CVX Profile
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• Johnson & Johnson (JNJ $221.43)
  • $221.43 P/E (TTM): 20.07X Cap: $532.76B
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• Medtronic plc. (MDT $74.54)
  • $74.54 P/E (TTM): 21.27X Cap: $97.76B
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• Morgan Stanley (MS $191.10)
  • $191.10 P/E (TTM): 18.91X Cap: $304.55B
  • View MS Profile
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• NextEra Energy Inc. (NEE $94.84)
  • $94.84 P/E (TTM): 28.21X Cap: $194.14B
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• PepsiCo Inc. (PEP $149.41)
  • $149.41 P/E (TTM): 24.27X Cap: $211.32B
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• United Parcel Service Inc. (UPS $100.00)
  • $100.00 P/E (TTM): 15.36X Cap: $85.66B
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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