Market Matters Q&A

Thoughts on Xero Ltd (XRO)

XRO has been in downtrend since mid June. Do you still remain bullish despite the trend having not been our friend for 6 months?

Kevin W

Kevin

Affect of FED rate changes on GQG Partners (GQG) share price?

Hi MM Team,

Merry Christmas and may 2026 be an excellent year for us all.

Please can you offer your thoughts on GQG and the affect the possible/probable FED rate changes may have on their share price.

Thanks, JanP

Jan

Cedar Woods Properties Ltd (CWP) and Shaver Shop Group Ltd (SSG)

Hi, I have only a few stocks you don’t cover. Two that have done well for me are CWP and SSG. I am considering exiting, and would be interested in your view. Regards, Geoff

Geoff

Your thoughts on Lindsay Australia (LAU) and CAR Group (CAR)

Esteemed Team,

I would like to hear your thoughts on LAU and CAR.

LAU seems to be a fine company but (at least) two things worry me:

1. They seem to be carrying a bit too much debt.
2. They work in the rural sector and drought, fire, plague, flood, and famine may swoop at any time and ruin the party.

CAR is a real Australian success story. Their price now seems appealing, but, I have heard that new forms of competition engendered by AI and other technology may harsh it’s mellow.

I may seem paranoid, but, in the age of Trump and Climate Change, there is much to be paranoid about. Your views would be , as always, greatly appreciated.

Octogenarian

Paul

4DMedical Ltd (4DX) and Acusensus (ACE)

Happy holidays, James & team,
Thank you for your expert advice throughout the year. It is very beneficial.

Could I ask for your opinion on the fundamental & technical analysis of the two stocks, 4DX & ACE, which have been recommended to me? I was told there is such a long runway for this world’s first & only non-invasive lung imaging without contrast, & ACE also has a long way to go after the recent share placement. Thanks

Hi James, Shawn & Team,

Thanks for your reports during the year. I am wondering what your thoughts are on 4DX. I have seen some reports suggesting that it is the next Pro Medicus. Thanks and Seasons Greetings to you all. Jeremy

SIDNEY

Stocks marked ACTIVE and when to get into gold

Hi Gents, I’ll quickly take the opportunity to say thanks for all your hard work this year putting the daily reports together and for your continued dedication to helping MM members make good investment decisions. Love the transparency. Thank you. I just want to clarify the “ACTIVE” mark in the portfolios. I’m keen to up my allocation to gold but i’m trying to work out a good time to increase my exposure. I’ve noticed your comments recently about buying gold stocks has been that you wouldn’t chase them from here, but BGL and NEM and GOLD are all marked as ‘ACTIVE’ in the portfolios, doesn’t that mean you still think they are BUYS at current levels? When considering about increasing gold exposure, just trying to understand your commentary about not chasing names from here but also that those names are still marked ‘active’. Thanks again. Josh

Josh

Ticker codes to get a good macro view of the market

Hi Guys

Thanks for your great work as always!

For those of us, like me who would like to get a good macro view of how the various sectors within the Aust share market are travelling, which ticker codes could we use? Or, what does MM like?

I note that recently MM has been referring to ATEC for a macro picture of the tech sector but this is an ETF whereas XIJ represents the Information technology sector.

Cheers, Nick

Nick

Uranium

I’ve held a parcel of ASX-listed uranium stocks since early 2019, adding to the holdings here and there along the way. Right now they’re up 41%, so not a great return yet. Yes, they’re volatile, I accept that. But they still haven’t attracted a great deal of interest from investors and things like Boss Energy, whose CEO was until recently the golden-haired boy, don’t help. Even amplified news about the sector hasn’t set it on fire. So, it’s been seven years and I know many other investors have walked away. How long is too long to wait? It seems that promises continue to be just over the horizon.

David

Expected dividends for New Hope (NHC) and Treasury Wine (TWE)

Hi MM,

What are the expected upcoming dividends for TWE and NHC?

What are your closing dates over Xmas?

Merry Christmas to all at MM.

Peter

Broadcom Inc (AVGO US) and Nvidia Corp (NVDA US)

Can I please have you opinions on Broadcom and Nvidia. I don’t own either currently but would probably look to add one after the recent pullback.
Merry Christmas to James and team.

Greg