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.

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

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.