Q: Good day, Adobe has taken a big hit in the couple of months. Revenue forecast for 2025 is below analysts' consensus. Is this a good technology stock to still hold or can one move to something better. Thanks

Q: Happy New Year to 5i and members, wishing all a prosperous investing year ahead.

It's time to make my annual TFSA contribution. I own AAPL, ADBE CRM, GOOG, NVDA, PYPL, QCOM, and TOL in my TFSA.

I would like to add to one position, which do you recommend? I am overweight NVDA so do not wish to add to that one.

Does 5i consider any of these positions in the 'do not need to own' category? If so, please recommend a replacement (not LLY, MDT, IBM, or MSFT; I own full positions of these in another account). The focus of this account is US equities with a risk profile somewhere between that of the 5i Balanced and Growth portfolios, and the objective is long-term capital appreciation.

Thank you very much.

Q: I understand CRM, a software company, is getting into AI via software. Does 5iR know any other S&P 500 software companies doing the same thing???.....Happy New Year ......Tom