Q: What stands out for you in VERX’s recent quarterly report? Any red flags? How much room does VERX have to grow their business over the next 2-3 years? Thank-you.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Super Micro Computer Inc. (SMCI)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Vertex Inc. Class A Common Stock (VERX)
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TransMedics Group Inc. (TMDX)
Q: I have 20% of my TFSA in US $ and currently hold AXON and SMCI, split 40% and 60%. I am fine continuing with AXON in which I have a 40% gain) but have been dithering about SMCI. I did take some off the table at its highs (used to buy AXON) and there is still a 68% gain in the holding. I could (1) reduce the position and add to AXON - or add a 3rd holding ? ; (2) sell all of AXON or (3) just stay the course. Your arm's length comments would be appreciated as well as your thoughts on possible replacement - sector not an issue.
Many thanks, as always
Many thanks, as always
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Crocs Inc. (CROX)
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Aspen Aerogels Inc. (ASPN)
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SPS Commerce Inc. (SPSC)
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Vertex Inc. Class A Common Stock (VERX)
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TransMedics Group Inc. (TMDX)
Q: "We could see the mega-cap names move sideways relative to small and mid-caps in the near-term and intermediate-term, but we would not be willing to try to time this, as the probabilities from history and current valuations are on our side."
If someone were trimming mega-cap names to raise cash and capitalize on the potential for small and mid-cap names to outperform please name your top 5 Canadian and US companies that would be the first you put this cash into.
If someone were trimming mega-cap names to raise cash and capitalize on the potential for small and mid-cap names to outperform please name your top 5 Canadian and US companies that would be the first you put this cash into.