Sectors: Software
CAR –2.91%: The online auto retailer announced CEO Cameron McIntyre is stepping down from his role as CEO after a 9-year tenure whilst also putting through FY25 profit guidance that fell below analyst expectations.
I am interested to know your views on Adobe..
Have watched them for a while but as yet not bought any..
There was some concerns of how Adobe was executing with AI..
Figures do look pretty impressive over most recent reports unless there is something I am missing and they are aprox 23 times pe and 18 x fy 26 which certainly doesn’t seem too expensive..
Hi James & Team
XRO has fallen to $173.81 this morning – below the SPP Price of $176. If you still held XRO would you be participating in the SPP? Would you go ahead and purchase the shares now ($2 below the SPP price?) or do you think the share price could continue to fall?
regards
Debbie
Dear James & Shawn
Hi Market Matters Team
CAR, RUL & WTC are all marked as ACTIVE in your portfolios. If you only had to choose one of these stocks to buy currently which would you choose? Given all these stocks have had a good run up recently which has the best risk reward?
regards
Debbie
Once a high-flying tech stock priced for very strong and ongoing growth underpinned by AI adoption, Salesforce has experienced a tough 2025 to date, declining from $US370 in December 2024 to a recent low below $US240.
Do you think there’s any hope for these two which are languishing in my portfolio? Tempted to cut them but then often in the past with the fullness of time it seems I would better have used such impulses as a contrarian indicator to buy more.
Hi James,
I would love to know your opinion on 4DMedical (4DX). If you had it, would you continue to hold it or would you take profit on it?
Regards,
John
Hi James and team,
