Q: Tax issues aside, is there a clear favourite here for an in kind contribution to our TFSA's come January 1?

Thanks,
Terry
Best of the Season

Q: I am considering adding AVGO with its most recent price decline on what appeared to be a good Q. Would you concur that the sell off has been over done given there was little to complain about in the quarterly release. MSFT is my other add consideration, as it has corrected some, likely in sympathy with the AI fears. Of the 2 which would you consider more attractive for a 5 year hold? In the account I also hold NVDA, GOOGL, META, AMZN, and MU for tech names. Thank you.
John

Q: Hi 5i team,

Among the tech giants, I own NVDA, GOOG, and AMZN. I have a high level of confidence in NVDA and Google, but not the same level for AMZN. My reasoning for owning AMZN is its upside potential, I think, driven by operational efficiency improvements and advertising revenue growth, despite cloud competition. I belive MSFT has the most resilient business model for compounding with diversified revenue streams and a clear path to AI monetization. The case for AAPL is its business and ecosystem, and it is a potential winner if AI doesn’t pan out as expected.
All of them are buyable and ownable, and I would appreciate your input on which three stocks you are more confident in for a long-term hold and why.

Best,
Matt