Looking for an ASX 200 share or two to buy? Two that analysts rate as buys are listed below.

Here’s what experts are saying about them:

Seek Limited (ASX: SEK)

The first ASX 200 share that has been tipped as a buy is job listings company, Seek.

The team at Morgans is positive on the company and has $29.40 price target on its shares.

It believes Seek is well-placed for growth in the coming years thanks to its strong market position and favourable tailwinds. It also believes the company is the best option in the classified space. The broker explained:

Of the classifieds players, we continue to see SEEK as the one with the most relative upside, a view that’s based on the sustained listings growth we’ve seen over the period. The tailwinds that have driven elevated job ads (~210k currently, broadly flat on the robust pcp) and strong FY22 result appear to still remain in place, i.e. subdued migration, candidate scarcity and the drive for greater employee flexibility. With businesses looking to grow headcount in the coming months and job mobility at historically high levels according to the RBA, we see these favourable operating conditions driving increased reliance on SEEK’s products.

Woolworths Group Ltd (ASX: WOW)

Another ASX 200 share that has been named as a buy is Woolworths.

Goldman Sachs is a very big fan of the retail giant. So much so, the broker has put its shares on its conviction list with a buy rating and $41.20 price target.

Goldman believes Woolworths is the top pick in the supermarket space and expects further market share gains and margin improvements in the coming years. It said:

We believe the business has among the highest consumer stickiness and loyalty among peers, and hence has strong ability to drive market share gains via its omni-channel advantage, as well as pass through any cost inflation to protect its margins, beyond market expectations. The stock is trading below its historical average (since 2018), and we see this as a value entry level for a high-quality and defensive stock.

The post These ASX 200 shares are buys: experts appeared first on The Motley Fool Australia.

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More reading

• With interest rates heading higher again, the risk is to the downside for these popular blue chip ASX shares
• Buy these growing ASX dividend shares for passive income: Goldman
• Analysts name 2 strong ASX 200 shares for a retirement portfolio
• Goldman reveals the ASX shares that could surprise to the upside (and downside) this reporting season
• The Nasdaq just had its best January in over 20 years. Are ASX tech shares back?

Motley Fool contributor James Mickleboro has positions in Seek. 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 Seek. 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 ASX share market has a wide range of S&P/ASX 200 Index (ASX: XJO) dividend stocks that are expected to pay impressive dividend yields over the coming 12 months and beyond.

Being able to pick an investment that has a juicy starting yield and expectations of long-term growth could make a really good combination.

While higher interest rates have made the investment picture more tricky, these three ASX dividend shares could continue to deliver powerful passive income and make excellent income investments.

Bendigo and Adelaide Bank Ltd (ASX: BEN)

Bendigo Bank isn’t as big as the major ASX bank shares, but it’s still worth a few billion dollars.

The business could benefit from the higher interest rates because it’s able to pass on interest rate hikes to borrowers more quickly than it does to savers. However, it’s worth noting banks are coming under a bit of political pressure because of that.

Higher lending profits could lead to a higher Bendigo Bank share price and stronger dividends. That’s at least until arrears start rising at banks, including Bendigo Bank.

In terms of how much dividend income the ASX 200 bank stock is predicted to pay, Commsec numbers suggest that Bendigo Bank is going to pay an annual dividend per share of 60 cents. This would translate into a grossed-up dividend yield of around 8.5%.

The estimates also put the Bendigo Bank share price at 11 times FY23’s estimated earnings.

Telstra Group Ltd (ASX: TLS)

In my opinion, Telstra is the leading telco on the ASX. Its mobile network is often regarded as the best in the country, with more network coverage.

With the improvement of 5G over 4G, I think Telstra is in a good place to be able to, over time, replace the household NBN connection with 5G connections for wireless broadband. This could, in turn, boost Telstra’s margins.

I think the fact it has implemented inflation-linked price increases for mobile users is a promising sign for revenue and profit growth.

With the ASX 200 dividend stock also working on cutting costs, Telstra’s earnings per share (EPS) is expected to rise in the coming years.

In FY23, the ASX dividend stock could pay a grossed-up dividend yield of 5.9% according to Commsec.

Centuria Industrial REIT (ASX: CIP)

I think this real estate investment trust (REIT) is one of the best options in the sector.

Higher interest rates could have a double whammy on property-related businesses. They could hit the valuations of the properties themselves, while also leading to higher interest costs – one of the main costs for a REIT.

But, the Centuria Industrial REIT is the largest pure-play Australian industrial listed property business. The ASX 200 dividend stock is benefiting from very strong demand for well-placed logistics properties, driving up rental income. This growth in the rent is doing a good job of offsetting the increasing capitalisation rate of its properties.

In FY23, it’s projected to pay a distribution of 16 cents per unit, according to Commsec. This translates into a forward distribution yield of 4.7%.

The post Yields of up to 8%! Should I buy these ASX 200 dividend stocks in February? appeared first on The Motley Fool Australia.

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More reading

• Here are the top 10 ASX 200 shares today
• Here are the 3 most heavily traded ASX 200 shares on Wednesday
• Should I buy Bank of Queensland shares today for the prospect of a Bendigo Bank merger?
• With interest rates heading higher again, the risk is to the downside for these popular blue chip ASX shares
• How I’d generate a $10,000 second income from Telstra shares

Motley Fool contributor Tristan Harrison 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 Bendigo And Adelaide Bank and Telstra 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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If you’re not a fan of stock picking, then don’t let that stop you from investing.

That’s because exchange traded funds (ETFs) are here to make your life easier by allowing you to invest in a group of shares through a single investment.

The even better news is that there are ETFs for every occasion. Whether you want access to tech stocks, whole indices, or income, there’s something out there for you.

With that in mind, two that could be worth considering for a retirement portfolio are listed below. Here’s what you need to know about them:

BetaShares S&P 500 Yield Maximiser (ASX: UMAX)

The first ETF for retirees to consider is the BetaShares S&P 500 Yield Maximiser.

It could be a top option for a retirement portfolio as it has been designed to generate attractive quarterly income and reduce the volatility of portfolio returns at the same time.

It aims to do this through the implementation of an equity income investment strategy over a portfolio of shares comprising the S&P 500 Index. These are 500 of the largest companies listed on Wall Street and includes dividend-payers such as Apple, Bank of America, Exxon Mobil, and Walmart.

The BetaShares S&P 500 Yield Maximiser’s units currently provide investors with a whopping 9.2% distribution yield.

Vanguard Australian Shares High Yield ETF (ASX: VHY)

Another option to consider for a retirement portfolio is the Vanguard Australian Shares High Yield ETF.

The ETF provides investors with low-cost exposure to companies listed on the Australian stock exchange that have higher forecast dividends relative to other ASX-listed companies.

This excludes Australian Real Estate Investment Trusts (A-REITS) and is done with diversification in mind. Vanguard restricts the proportion invested in any one industry to 40% and 10% for any one company.

Among the companies included in the fund are income investor favourites such as BHP Group Ltd (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), and Telstra Corporation Ltd (ASX: TLS).

The Vanguard Australian Shares High Yield ETF is currently trading with an estimated forward dividend yield of 5.6%.

The post Buy these ASX ETFs for retirement income appeared first on The Motley Fool Australia.

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More reading

• Here’s a top ETF to buy for a passive income boost
• Which of the Vanguard ASX ETFs has performed best over the past year?
• How I’d generate a $4,000 monthly passive income using only ASX ETFs
• Top ASX dividend shares to buy in January 2023

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 BetaShares S&p 500 Yield Maximiser Fund and Telstra Group. The Motley Fool Australia has recommended Vanguard Australian Shares High Yield 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 Liontown Resources Ltd (ASX: LTR) share price finished higher today, up 3.75% to $1.52.

But that’s nothing compared to the 70% bump that broker Macquarie is tipping for the next 12 months.

Let’s find out why Macquarie is bullish on this ASX 200 lithium share.

Why will the Liontown share price rise by 70%?

As my Fool colleague James reported on Monday, Macquarie has issued a new broker note.

The team has retained its outperform rating and kept its share price target at $2.60 for Liontown.

This followed news last week that open pit mining has commenced at Liontown’s Kathleen Valley lithium project in Western Australia.

Macquarie continues to expect production to commence in the middle of next year. It also likes Liontown’s revelation that it might be able to make money from direct shipping ore (DSO) before then.

In its statement, Liontown said:

The expanded Kathleen’s Corner open pit will result in more material being moved over the initial project period. Strong lithium market conditions provide a potential opportunity to monetise material not previously expected to be processed as a Direct Shipping Ore (DSO) product, delivering early revenue during the pre- and post-commissioning phase at Kathleen Valley.

Liontown is currently progressing this DSO opportunity with sample composites currently being prepared for potential customers.

What else is happening with Liontown?

Liontown shares were among the best performers of the S&P/ASX 200 Index (ASX: XJO) in January.

The Liontown share price flew 19% higher compared to a 6.2% leap for the benchmark.

During the month, Liontown revealed construction at Kathleen Valley was going to cost more than expected, partly due to a site plan expansion which will increase the initial throughput rate by 20%.

We also learned that Liontown chair Tim Goyder bought an extra $1.5 million worth of shares on-market.

The post Buy Liontown shares today for 70% upside: Macquarie appeared first on The Motley Fool Australia.

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More reading

• Here are the top 10 ASX 200 shares today
• Leading brokers name 3 ASX shares to buy today
• These are the 10 most shorted ASX shares
• Liontown share price roars amid milestone transition from lithium explorer to mining operator
• 3 ASX 200 lithium stocks that leapt beyond 20% in January

Motley Fool contributor Bronwyn Allen has positions in Macquarie Group. 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 Macquarie 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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