WiseTech Global Ltd (ASX: WTC) has become one of the most difficult ASX growth shares for investors to judge.

The share price has fallen heavily, sentiment is weak, and confidence may take time to rebuild.

But I think long-term investors should be paying close attention.

The valuation has changed

WiseTech shares are trading around $32.36. That compares with a 52-week range of $28.76 to $121.31.

In other words, the share price is still sitting much closer to its low than its high.

That does not necessarily make a stock cheap. But when a company still has strong long-term growth potential, a fall of this size can change the equation.

According to CommSec, consensus estimates suggest WiseTech could generate earnings per share of 93.8 cents in FY26, $1.47 in FY27, and $2.22 in FY28.

Based on the current share price, that puts the stock on a price-to-earnings ratio of around 34.5 times FY26 earnings, 22 times FY27 earnings, and 14.6 times FY28 earnings.

These multiples still require investors to believe in growth. But if WiseTech gets close to the FY28 forecast, the valuation looks very reasonable for a global software company with a large market opportunity.

Why the business still interests me

WiseTech is not selling software into a simple market. Global logistics is messy, fragmented, and full of moving parts. Freight forwarders and logistics operators deal with customs rules, shipping lines, airlines, warehouses, tariffs, documentation, compliance, tracking, and customer expectations across many countries.

That complexity is why software can become valuable. WiseTech’s CargoWise platform helps customers manage more of that work through a single system. When software becomes embedded in daily operations, it can become difficult to replace.

I think that is the key to the investment case. WiseTech is not just trying to win casual users. It is trying to become core infrastructure for companies that move goods around the world.

If global trade continues to become more digital, automated, and data-driven, WiseTech should have a long runway.

Why the recovery may take time

The market is clearly not giving WiseTech the benefit of the doubt right now.

Part of that is because high-growth shares can be punished heavily when confidence turns. Part of it may also be because investors want more evidence that earnings growth will keep coming through, especially given AI disruption concerns and controversies surrounding its founder. It is hard to know how those headlines could affect customer perception, but they add another layer of uncertainty for investors.

Because of this, a recovery in the share price may not happen quickly. WiseTech needs to keep delivering, integrating acquisitions well, improving its platform, and showing that growth can translate into stronger profits.

But I think the market may now be too focused on the near-term disappointment and not focused enough on the long-term opportunity.

Foolish takeaway

I think now is a good time to buy WiseTech shares for patient investors.

The stock is still down around 70% from its high, sentiment is weak, and the recovery may take time. But the business operates in a huge global market where better logistics software can create real value.

If WiseTech can deliver anything close to the earnings growth currently forecast, today’s valuation looks far too low to me.

This is not a low-risk buy. But for investors willing to look beyond current market negativity, I think WiseTech shares look very attractive.

The post Down 70%, is now the time to finally buy WiseTech shares? appeared first on The Motley Fool Australia.

More reading

• Down 71%! Are WiseTech shares now a screaming bargain?
• 5 biggest losers on the ASX 200 in FY26
• WiseTech shares are now the ASX 200’s biggest loser. What next?
• Buying WiseTech Global shares? Here’s the dividend yield you’ll get today
• Buy these ASX technology shares now! The tech rally might have just begun

Motley Fool contributor Grace Alvino has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

BHP Group Ltd (ASX: BHP) remains one of the most widely followed shares on the ASX, and for good reason. 

It sits at the centre of global demand for commodities that underpin modern infrastructure, industrial activity, and the ongoing shift toward electrification.  

For investors thinking about putting $5,000 to work, I think BHP is still worth serious consideration.

A business tied to global demand

One of the reasons I continue to like BHP is its exposure to global demand. The company produces key commodities such as iron ore, copper, and metallurgical coal, all of which play important roles in construction, manufacturing, and energy systems across the world. 

What stands out to me is that BHP is not just a cyclical miner. It is increasingly positioned around commodities that may benefit from long-term structural demand shifts, particularly copper.

Copper demand is expected to grow over time due to electrification, renewable energy infrastructure, data centres, and broader industrial expansion. That gives parts of BHP’s portfolio a different growth profile compared to traditional bulk commodities. 

Near-term noise versus long-term direction

Mining shares are never straightforward in the short term. 

Prices move with global growth expectations, China’s economic cycle, interest rates, and supply disruptions. That means sentiment can shift quickly, even if the underlying long-term story remains intact.

I think that is important context for BHP. 

There will be periods where earnings and dividends move up and down with commodity pricing. That is simply the nature of the sector. 

But over longer periods, I think the quality of BHP’s assets, scale advantages, and cost position allow it to remain one of the strongest mining companies globally.

Capital returns and discipline

Another reason investors are drawn to BHP is its approach to capital returns.

The company has a track record of returning cash to shareholders through dividends, supported by strong cash flow generation during favourable commodity cycles. 

At the same time, it has generally maintained a disciplined approach to capital allocation, focusing on large, long-life assets rather than chasing speculative expansion. 

That discipline matters in a sector where poor capital decisions can destroy long-term value.

What I would be watching

If I were investing $5,000 into BHP, I would not expect a smooth ride.

The key variables remain commodity prices, particularly iron ore and copper, as well as global economic growth, especially from China and other major industrial economies. 

I would also keep an eye on how capital is deployed across existing operations and new growth projects, as this can significantly influence long-term returns. 

Foolish Takeaway

I think it can be smart to invest $5,000 into BHP shares for long-term investors who understand the cyclical nature of resources. 

The business is exposed to global commodity demand, with copper providing an increasingly important structural growth angle alongside traditional bulk commodities. 

While short-term volatility is inevitable, I think BHP’s scale, asset quality, and capital discipline make it one of the stronger ways to gain exposure to global industrial growth through the ASX. 

For patient investors, I think it remains a share worth buying. 

The post Is it smart to invest $5,000 into BHP shares? appeared first on The Motley Fool Australia.

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• The ASX 200 sector that outperformed the benchmark 7 to 1 in FY26. Can it keep delivering?
• How to get started with a portfolio delivering $500 a week in passive income
• How Australia’s commodities performed in FY26
• These ASX shares could generate $5,000 per year in passive income
• Australia’s biggest ASX shares: The heroes and villains of 2026

Motley Fool contributor Grace Alvino 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 BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If I had $20,000 to invest in ASX 200 shares right now, I would not be trying to guess the next short-term winner.

Instead, I would focus on businesses that sit inside long-term structural demand trends: healthcare, wealth management, and essential services that Australians continue to rely on regardless of economic conditions.

I think that approach can help smooth out some of the noise that comes from markets reacting to interest rates, sentiment shifts, and short-term headlines.

Here is how I would allocate that $20,000 today.

Sigma Healthcare Ltd (ASX: SIG)

One part of the portfolio would go to a business that operates at the centre of Australia’s healthcare supply chain.

Sigma Healthcare is deeply embedded in pharmaceutical distribution and the supply of medicines to community pharmacies across the country.

What I like about this type of business is the essential nature of demand. Medicines are not discretionary. They are required regardless of economic conditions, which can provide a level of resilience over time.

The distribution model also benefits from scale. Once a national supply network is established, it becomes difficult for smaller players to compete on efficiency, coverage, and reliability.

It is not the most exciting part of the market, but I think it is one of the most durable.

Hub24 Ltd (ASX: HUB)

Another portion of the $20,000 would go to a business that is closely tied to the growth of Australia’s financial advice and superannuation system.

Hub24 provides a technology platform used by financial advisers to manage client portfolios, reporting, administration, and investment operations.

I think this is one of those businesses that benefits from complexity rather than simplicity. As client needs become more personalised and regulatory requirements increase, advisers need better systems to manage their workload efficiently.

That creates demand for platforms that can simplify administration and improve visibility across portfolios.

Once a financial adviser integrates a platform into their workflow, it can become difficult to replace without significant disruption. That kind of embedded usage can support long-term growth.

Cochlear Ltd (ASX: COH)

The final portion of the $20,000 would go to a business operating in a very different part of the healthcare sector.

Cochlear is a global leader in hearing implant technology. It operates in a market driven more by medical need and demographics than by economic cycles. Hearing loss becomes more common with age, which creates a long-term structural demand base across developed and emerging markets.

What stands out to me is the combination of medical technology leadership and long product lifecycles. These are not low-cost or easily replaceable solutions. They require clinical trust, regulatory approval, and long-term support infrastructure.

That tends to create strong competitive positioning over time, although execution in innovation and global rollout remains critical.

Foolish takeaway

If I were investing $20,000 into ASX 200 shares this month, I would want exposure to different types of long-term demand rather than concentrating on a single theme.

Each business operates in a different part of the economy, but all three share a common feature: they are tied to needs that do not disappear when markets get uncertain.

That is the type of foundation I would want when putting $20,000 to work for the long term.

The post Where I’d invest $20,000 into ASX 200 shares this month appeared first on The Motley Fool Australia.

More reading

• Cochlear shares have jumped 23% in a month: Is there more upside ahead?
• Here are the top 10 ASX 200 shares today
• 5 biggest losers on the ASX 200 in FY26
• WiseTech shares are now the ASX 200’s biggest loser. What next?
• Cochlear shares are up 23% in a month. Buy, hold or sell?

Motley Fool contributor Grace Alvino has positions in Hub24. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Cochlear and Hub24. The Motley Fool Australia has recommended Cochlear and Hub24. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.