If you’re looking to strengthen your portfolio with some new blue chip ASX 200 shares, then you may want to consider the two listed below.

Both have recently been named as buys by the team at Morgans. Here’s what the broker has to say about these ASX 200 shares:

South32 Ltd (ASX: S32)

The first blue chip ASX 200 share that Morgans rates highly is South32. It is a mining giant with exposure to a range of commodities such as aluminium and copper. The broker has been pleased with the way South32 has transformed its portfolio and boosted its ESG credentials. It commented:

S32 has transformed its portfolio by divesting South African thermal coal and acquiring an interest in Chile copper, substantially boosting group earnings quality, as well as S32’s risk and ESG profile. Unlike its peers amongst ASX-listed large-cap miners, S32 is not exposed to iron ore. Instead offering a highly diversified portfolio of base metals and metallurgical coal (with most of these metals enjoying solid price strength). We see attractive long-term value potential in S32 from de-risking of its growth portfolio, the potential for further portfolio changes, and an earnings-linked dividend policy.

Morgans has an add rating and $6.10 price target on South32’s shares. This implies potential upside of 63% from the current South32 share price of $3.73.

Treasury Wine Estates (ASX: TWE)

Another blue chip ASX 200 share that Morgans rates highly is Treasury Wine. Morgans believes the wine giant’s shares are great value in comparison to peers and sees strong growth ahead for the company.

TWE owns much loved iconic wine brands, the jewel in the crown being Penfolds. We rate its management team highly. The foundations are now in place for TWE to deliver strong earnings growth from the 2H22 over the next few years. Trading at a material discount to our valuation and other luxury brand owners, TWE is a key pick for us.

Morgans has an add rating and $13.93 price target on the company’s shares. Based on the current Treasury Wine share price of $11.43, this implies potential upside of 22% for investors.

The post Broker names 2 blue chip ASX 200 shares to buy this month appeared first on The Motley Fool Australia.

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More reading

• Here’s why experts are tipping these ASX growth shares as buys
• Here are the top 10 ASX shares today
• Here are the 3 most heavily traded ASX 200 shares on Thursday
• Is now the time to be buying beaten down ASX 200 mining shares?
• Why experts rate these ASX growth shares as buys

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 recommended Treasury Wine Estates Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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A new financial year is here, so what better time to consider making some portfolio changes.

If you’re interested in ETFs, then you may want to consider the three listed below.  Here’s why they could be top options for investors in FY23:

iShares Global Consumer Staples ETF (ASX: IXI)

The first ETF for investors to look at this financial year is the iShares Global Consumer Staples ETF. As its name implies, this ETF provides investors with exposure to a large number of global consumer staples companies. These are companies that produce essential products such as food, household items, and tobacco. Among its holdings are the likes of Coca-Cola, Nestle, PepsiCo, Procter & Gamble, Unilever, and Walmart.

iShares S&P 500 ETF (ASX: IVV)

Another ETF for ASX investors to consider in FY23 is the iShares S&P 500 ETF. This ETF gives investors exposure to 500 of the top U.S. stocks. This could make it a good option for investors that are wanting to add some diversity to their portfolio. In addition, the fund manager, Blackrock, highlights that the ETF offers long-term growth opportunities for investors thanks to its quality holdings. These holdings include companies such as Amazon, Apple, Disney, Facebook, JP Morgan, Johnson & Johnson, Microsoft, Tesla, and Visa.

VanEck Vectors Video Gaming and eSports ETF (ASX: ESPO)

A final ETF for ASX investors to look at this financial year is the VanEck Vectors Video Gaming and eSports ETF. This increasingly popular ETF provides investors with exposure to the growing video gaming market. This includes hardware giant Nvidia and game developers such as Roblox, Take-Two and Electronic Arts. VanEck notes that these companies are in a strong position to benefit from the increasing popularity of video games and eSports.

The post Here are 3 ETFs for ASX investors to buy in FY23 appeared first on The Motley Fool Australia.

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• Here are 2 top ETFs for ASX investors next week
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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 positions in and has recommended iShares Global Consumer Staples ETF. The Motley Fool Australia has recommended VanEck Vectors ETF Trust – VanEck Vectors Video Gaming and eSports ETF and iShares Trust – iShares Core S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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The AVZ Minerals Ltd (ASX: AVZ) share price may have ended the last financial year suspended, but that couldn’t stop it from absolutely smashing the market during the 12 months.

The lithium developer’s shares rose from 16 cents to 78 cents over the period, recording a whopping 388% gain for investors that were lucky enough to snap them up at the start of it.

Why did the AVZ share price smash the market?

There were a number of catalysts for the outperformance of the AVZ Minerals share price.

This includes its inclusion in the illustrious ASX 200 index, optimism over its Manono Lithium and Tin project, and booming lithium prices.

In respect to the latter, lithium prices have been breaking records in 2022 amid supply constraints and insatiable demand for the white metal from electric vehicle manufacturers. This has sparked hopes that when AVZ finally commences production, it will be generating significant free cash flow.

Will FY 2023 be just as good?

What happens in FY 2023 will depend largely on a couple of factors.

The first is the future price of lithium. Analysts at Goldman Sachs are predicting a sharp decline in lithium prices in the coming years. So, by the time that AVZ does start selling the battery material ingredient, it may not be commanding prices anywhere near what Pilbara Minerals Ltd (ASX: PLS) is receiving today. This could put pressure on the company’s shares.

There’s also something else to worry about before then. Something even bigger. That is the company’s ownership of the Manono Lithium and Tin project in the Democratic Republic of the Congo.

The reason the AVZ share price was suspended for the final month of the financial year was its court battle with Jin Cheng Mining. There are concerns that if things don’t go to plan, the company could ultimately be left with just a 36% ownership of the project. This would have obvious consequences for the valuation of the company and its shares.

All in all, the next 12 months certainly will be interesting. But only time will tell if the company’s shares are market-beaters again.

The post Why did the AVZ share price thump the market in FY22? appeared first on The Motley Fool Australia.

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• Guess which 2 ASX shares were the best and worst All Ordinaries performers of FY22
• The AVZ Minerals share price went nowhere in June. Here’s why
• ASX 200 midday update: Regis Resources jumps, BHP and Rio Tinto drop
• AVZ share price remains suspended, but a return is in sight
• 5 things to watch on the ASX 200 on Friday

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 Scott Phillips.

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What a rollercoaster it has been for the Accent Group Ltd (ASX: AX1) share price over the past five years.

After climbing to a pre-COVID high of $2.20, the shoe retailer’s shares hit a multi-year low of 55.5 cents in March 2020.

Nonetheless, challenging trading conditions turned favourable once again following the federal government generous stimulus package.

In the following year, Accent shares rocketed to an all-time high of $3.08 before crashing all the way back down.

While its shares have been turbulent, investors would be up around 64% based on today’s price of $1.43. And this doesn’t include the consistent dividends that have been paid to shareholders during the past five years.

A brief rundown on the Accent dividend history

Listed below, I’ve put together Accent’s dividends that have been paid out to shareholders since this time in 2017.

• September 2017 – 3 cents (final)

• March 2018 – 3 cents (interim)

• September 2018 – 3.75 cents (final)

• March 2019 – 4.5 cents (interim)

• September 2019 – 3.75 cents (final)

• March 2020 – 5.25 cents (interim)

• September 2020 – 4 cents (final)

• March 2021 – 8 cents (interim)

• September 2021 – 3.25 cents (final)

• March 2022 – 2.5 cents (interim)

When calculating the above, Accent has paid a total of 41 cents in dividends to shareholders over the five years.

Added with the share price gains, investing your money in the company from 2017 would have been worthwhile.

For example, a $10,000 initial investment would have reaped around $12,200 in profit for the 5-year period.

Accent share price summary

Despite accelerating over the long term, Accent shares have lost almost 50% in the past 12 months.

Year-to-date hasn’t fared well either, down 40% due to rampant inflation and aggressive interest rates by the Reserve Bank of Australia.

Accent presides over a market capitalisation of approximately $777.9 million and has a dividend yield of 4.32%.

The post How much has the Accent dividend paid to shareholders in the last 5 years? appeared first on The Motley Fool Australia.

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More reading

• Experts say these ASX dividend shares are buys this month
• Why experts rate these top ASX dividend shares as buys
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Motley Fool contributor Aaron Teboneras 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 recommended Accent Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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