Are you looking for retirement portfolio options? If you are, then you may want to look at the high quality shares listed below.

Here’s why these ASX shares could be top options for retirees:

Centuria Industrial Reit (ASX: CIP)

The first ASX retirement share to consider is this industrial-focused property company. Centuria Industrial owns a portfolio of high quality industrial assets that has been constructed with the aim of delivering consistent income and capital growth to investors.

The company notes that its portfolio is heavily weighted to areas of the economy that are growing fast and are in demand from tenants. This includes properties linked to the production, packaging, and distribution of consumer staples, telecommunications and pharmaceuticals.

One leading broker that is particularly positive on Centuria Industrial’s outlook is Macquarie. It currently has an outperform rating and $4.16 price target on its shares. The broker is also forecasting dividends per share of 17.3 cents in FY 2022 and 18.7 cents in FY 2023.

Based on the current Centuria Industrial share price of $3.76, this represents yield of 4.6% and 5% yields, respectively.

Transurban Group (ASX: TCL)

Another ASX share that could be a good option for a retirement portfolio is this leading toll road operator. Transurban owns a portfolio of 17 roads in Australia, four in North America, and a significant project pipeline across its networks that could support its growth in the coming years.

And while lockdowns were weighing on its performance, traffic looks set to bounce back strongly now restrictions are easing. Combined with the aforementioned project pipeline, this is expected to support strong distribution growth in the coming years.

Morgans is positive on the company. It currently has an add rating and $14.79 price target on its shares.

In addition, the broker is forecasting dividends per share of 39 cents in FY 2022 and then 57 cents in FY 2023. Based on the current Transurban share price of $14.06, this will mean yields of 2.8% and 4.1%, respectively.

The post 2 high quality ASX shares for a retirement portfolio appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

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The Newcrest Mining Ltd (ASX: NCM) share price has been an underwhelming one in recent times. Over the past 12 months, shares in the gold miner have eroded 10.5% in value. Meanwhile, the S&P/ASX 200 Index (ASX: XJO) has gained 11.6%.

During the past year, the precious metal has traded roughly flat, currently valued at approximately A$2,490 an ounce. This is despite global economies dramatically increasing the supply of money through significant monetary policies.

Although the Reserve Bank of Australia is adamant it won’t be raising interest rates anytime soon, some investors are already concerned about the potential impacts of rising inflation.

So, could the Newcrest share price still serve as an inflation hedge?

Two fund managers think it could be

It is no secret that gold and gold mining companies are often considered an inflation hedge, but not all companies are made the same.

There are more than 180 self-defined gold mining companies on the ASX, with only the 12 largest holding a market capitalisation greater than $1 billion. For Sydney-based Perennial Partners, the two biggest publicly listed gold mining companies are of most interest.

In its recent report, the fund manager noted both the Newcrest share price and Northern Star Resources Ltd (ASX: NST) as inflation hedge bets it likes. This is despite the team behind the fund holding a positive outlook for the overall economy.

Interestingly, Perennial Partners isn’t the only fund eyeing off Newcrest at these prices. In a submission to the Australian Fund Managers Foundation stock picking competition, known as the ‘The Golden Bull‘, Firetrail Investments made Newcrest its top pick for the year ahead.

The high conviction fund manager described why the gold mining giant was its pick, stating:

Newcrest is one of the biggest producers globally, they’ve eliminated all debt and have multiple growth irons in the fire. With gold having endured a flat 12 months, possibly due to the rise of cryptocurrencies as a sexier market hedge. It’s all pointing to a potentially explosive year for the gold price, and these guys are one of the purest ways to play that on the ASX.

Looking beyond the Newcrest share price

While the gold price has been reasonably flat and the Newcrest share price has been falling, the miner’s revenue and profits have been climbing.

In its full-year results for FY21, revenue increased 17% to $4.58 billion. At the same time, statutory earnings jumped a remarkable 80% to $1.16 billion. This allowed the company to increase its final dividend by 129% to 40 US cents per share fully franked.

Based on the current Newcrest share price, the company is trading on a price-to-earnings (P/E) ratio of 12.3 times.

The post Are Newcrest (ASX:NCM) shares an inflation-hedging buy? appeared first on The Motley Fool Australia.

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Motley Fool contributor Mitchell Lawler has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

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The S&P/ASX 200 Index (ASX: XJO) was rangebound today and closed the session 0.11% in the green at 7,407.5 points.

Meanwhile, the S&P/ASX 200 Health Care Index (ASX: XHJ) matched the broader market and also finished 0.11% higher today.

These 3 ASX health care shares stood out as clear winners amongst the packs, with each beating the market by 10% today. Here are the details.

Emyria Ltd (ASX: EMD)

Clinic and software operator Emyria came out 10% on top today despite there being no market sensitive information from the company.

However, Emyria shares took off in an almost vertical fashion last week and haven’t slowed since. The company did release a flurry of announcements this week. Even still, investors were piling in and driving up prices in the days beforehand.

For instance, it announced a collaboration with strategic investor Tattarang, where the private investment group secured $5 million in Emyria via a share placement.

The funds will be used to accelerate synthetic cannabinoid registration programs with the TGA and FDA, and advance Emyria’s novel MDMA-analogue development program with the University of Western Australia.

Then it followed up two days later advising it had received a $1.162 million R&D tax incentive refund, which kept its share price tracking upwards until today.

All in all, it’s been a pleasant gain this month for Emyria shareholders. After a slight hiccup mid-month, the Emyria share price has gained over 92% so far in November.

Control Bionics Ltd (ASX: CBL)

Shares in Control Bionics also came out on top today, closing around 11.5% higher at 45.75 cents. Control’s share price has been rolling downhill these past 3 months and has come off a 3-month low of 40.5 cents as of yesterday.

However, its presentation at the Morgans Investment conference yesterday appears to have gained investors’ attraction once more. In the display, the company noted that it is aiming to combine its “NeuroNode wearable technology with high quality eye-gaze camera technology creating market leading products that delivered faster communication speed and significantly less fatigue than existing competition globally”.

It also noted revenue of almost $4 million in FY21 and a healthy balance sheet with $12 million in liquidity as of 30 June 2021.

Control Bionics also intends to expand its product range within the assistive technology market for autism. Today’s gains are welcomed after a difficult year for the company’s share price, having posted a loss of 61% in the past 12 months.

Singular Health Group Ltd (ASX: SHG)

Shares in technology-driven imaging player Singular Health jumped 10% to finish at 27.5 cents. In fact, Singular Health shares have climbed 17% in the past 2 days, after hitting the ceiling at 30 cents last week.

Investors appear to have had a mixed reaction to confirmation that Singular is forming a 50/50 joint venture (JV) with TerraCentric Pty Ltd under the name of GeoVR Pty Ltd.

The sole purpose of the JV is to commercialise 3D and virtual reality software GeoVR technology. Specifically, the new company will focus on mineral exploration data to be visualised in a fully interactive 3D environment.

The move was labelled as a critical step by the company in diversifying away from traditional medical markets.

Following the release, shares jumped slightly, before tumbling over 21% in a matter of days. So today’s gains are a hard one to pinpoint but are definitely part of the wider volatility in this name.

For instance, the Singular Health share price has traded as high as 30 cents and closed as low as 16 cents in the past 3 months – a 130% spread in pricing.

These 3 ASX health care shares all cruised past the market today amid strengths in the wider sector.

The post 3 ASX health care shares that burned the market today appeared first on The Motley Fool Australia.

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The author Zach Bristow has no positions in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

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Far from the grizzly rain that Guns and Roses associated with November, it’s been a decisively sunny month so far for the Lynas Rare Earths Ltd (ASX: LYC) share price. Today alone, Lynas managed to put on a healthy 0.92% to finish the trading day at $8.75 a share.

But today also saw Lynas hit a new 52-week high of $8.80 as well. Normally, a new 52-week high (or in this case, a 9-year high) would be a cause of celebration for shareholders.

But considering this is the ninth straight new high Lynas has made over November thus far, shareholders might have not even noticed yet. Or maybe the party just hasn’t stopped, considering the Lynas share price is now up close to 110% in 2021 so far.

So why has Lynas had such a stupendously successful eleventh month of the year?

Well, we can likely put it down to a few factors.

What’s behind the Lynas share price’s November sun?

The most pressing of these could be the announcement the company released at the start of the month. On 1 November, Lynas announced it had inked a letter of agreement with Japan Australia Rare Earths (JARE). This agreement reconfirmed JARE’s long-term support for Lynas and its operations.

As my Fool colleague Tristan reported at the time, JARE, along with Lynas, are both “parties to a long-term senior loan facility, with a principal balance of US$145 million, an interest rate of 2.5% per annum, and a maturity date of 30 June 2030”.

JARE’s ongoing support is likely a positive development for Lynas going forward. Particularly factoring in this line of credit. JARE has already agreed to defer more than one interest payment for Lynas, so investors may have been buoyed by this as well.

Further, Lynas delivered its quarterly activities report back in late October. When it did, it also informed investors that demand for its products was already very high. But Lynas is expecting even higher demand going into 2022.

Apart from these potential factors, it’s not entirely clear why Lynas has had such a strong November so far. It’s also worth pointing out that ASX lithium, battery, rare earths, and renewable energy shares have all enjoyed enormous interest from ASX investors in 2021. It’s very possible that Lynas’ success over November has been driven by this alone.

Whatever the reason, it’s just another top-notch month (so far) that Lynas shareholders can add to their bedposts.

At the last Lynas share price of $8.75, this ASX rare earths company has a market capitalisation of $7.9 billion. It also has a price-to-earnings (P/E) ratio of 48.6.

The post The Lynas (ASX:LYC) share price has hit 10 9-year highs so far this month. Here’s why appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

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