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  5. CSU: Having erroneously believed that momentum runs in a straight line, I purchased both of these equities in a 'new' account, earlier in the year, near their lofty heights. [Constellation Software Inc.]
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Investment Q&A

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Q: Having erroneously believed that momentum runs in a straight line, I purchased both of these equities in a 'new' account, earlier in the year, near their lofty heights. Are either of both considered a reasonable candidate for a tax loss sale? To be re-purchased a month or so later per your recommendation?
Asked by Claus on December 09, 2025
5i Research Answer:

While we think both are fine, we doubt either will 'spike' higher in 30 days, and we would be quite comfortable with a tax loss/re-buy strategy on either stock.