- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Vertex Inc. Class A Common Stock (VERX)
- 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