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Simpson: We’re seeing massive tax loss harvesting happening much earlier
IBMIBM(US:IBM) CNBC Television·2025-11-12 13:27

Market Trends & Investment Strategies - Tax loss harvesting is occurring earlier than usual due to earlier gains, particularly in the MAG 7 stocks, prompting investors to offset taxes [1][2] - Identifying opportunities through tax loss harvesting is recommended [2] - Stocks making 52-week lows are typically low for a reason, requiring careful consideration [3] Company Specific Analysis - IBM is highlighted as a potentially undervalued AI company with a forward multiple of 25 and a 2% dividend [3][5] - IBM was added to the company's position after research [3] - Companies like Proctor & Gamble, Adobe, ADP, Kimberly Clark, Craft Heinz, and Charter Communications are at 52-week lows [3] - Chevron, Amgen, Johnson & Johnson, and Coca-Cola are mentioned as Dogs of the Dow [3] Investment Considerations - Dogs of the Dow may be "dogs for a reason," but some possess quality and good dividends [4][5] - The focus is on quality companies with good dividends [5]