11 tax-loss stocks to pick up before the end of the year

December 22, 2016

John Buckingham was interviewed by Michael Brush of MarketWatch and shared some of his favorite tax-loss stocks (as of 12/26/2016). John shared how he liked to look for “dividend-paying companies whose share prices are down more than 10% since the start of the year and trade below his target price for them.” This list includes Gilead, Abbott Laboratories, CVS Health, Cardinal Health, and Nike.

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About the Author

Christopher Quigley, CFA

Chris joined AFAM Capital in August of 2011 and Kovitz in 2018, as part of the Kovitz acquisition of AFAM. As a member of the investment team, Chris conducts fundamental research and analysis. He is responsible for identifying new investment opportunities and maintains company, industry, and macroeconomic models. Additionally, he is a regular contributor to the firm’s market commentary and newsletter. Chris earned a Bachelor of Arts degree in Economics from the University of Southern California in 2011. Chris is a CFA charterholder and a member of the CFA Society of Orange County.

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