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Q: Please, For tax loss would you provide some proxy ideas for
CAN: CLS & US: TSLA MSFT CRWD.
Thanks you

Upvote 1

Read Answer Asked by Fernando on April 24, 2025

• NVIDIA Corporation (NVDA)
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• Shift4 Payments Inc. Class A (FOUR)
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• Lumine Group Inc. (LMN)
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Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you

Upvote 15

Read Answer Asked by Neil on February 27, 2025

• Palo Alto Networks Inc. (PANW)
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Q: Is this a B/S/H for a long term hold for cap appreciation?

Upvote 3

Read Answer Asked by Tim on February 24, 2025