What exactly do you mean by "how big a cam?" You can put a long duration cam in, but you will loose bottom end torque and gain high RPM power. For that the rest needs to be up to the forces the RPM generate. Rod bolts and valve springs come to mind just off the top. A high lift lobe also accelerates the valvetrain to higher velocities, requireing stiffer springs. The other issue is retainer to valve seal clearance and then coil bind. If measuring the retainer to seal shows that the new lift will cause interference, the guide needs to be machined as Rusty states.