• Experts name CBA and these ASX shares as sells today

    Worried man watching his smartphone.

    Deciding which ASX shares are buys and which ones are sells can be difficult. 

    To help you figure things out, let’s look at three ASX shares that experts are tipping as sells this week, courtesy of The Bull. 

    Here’s what they are saying:

    CAR Group Ltd (ASX: CAR)

    The team at Alto Capital is bearish on auto listings company CAR Group.

    While it was pleased with its performance in FY 2026, it isn’t a fan of its valuation and believes the risk-reward is unfavourable for investors. It said:

    CAR Group operates leading digital automotive markets in Australia and internationally. It delivered another strong result in fiscal year 2026. Reported revenue of $A1.253 billion was up 6 per cent on the prior corresponding period. Reported net profit after tax of $A314 million was up 14 per cent. International operations continue to generate attractive long term growth and management expects further revenue growth in fiscal year 2027. 

    However, the company’s strong operating performance is increasingly reflected in its valuation, which requires sustained double digit growth and continuing successful international execution. In our view, the risk-reward balance in response to valuation supports a lighten recommendation.

    Commonwealth Bank of Australia (ASX: CBA)

    Red Leaf Securities has named CBA shares as a sell this week. While it acknowledges that CBA deserves to trade at a premium to peers, it believes a substantial re-rating leaves little room for disappointment. 

    As a result, Red Leaf thinks investors should consider taking profit and focusing on areas with more reasonable valuations. It said:

    CBA shares deserves to trade at a premium given its dominant retail franchise, strong technology platform, solid deposit base and consistent execution. However, Australian banking remains a mature industry, with intense competition across mortgages and deposits limiting the potential for outsized earnings growth. 

    At a premium valuation, investors are paying a higher price for quality, leaving little room for disappointment. After a substantial re-rating, investors may be better served taking some profits and reallocating capital towards businesses offering stronger growth at more reasonable valuations.

    Westpac Banking Corp (ASX: WBC)

    The team at Red Leaf has also named Westpac shares as a sell this week.

    It highlights the increasingly competitive environment as a reason to be cautious, especially given its valuation. It commented:

    The bank remains well capitalised and continues to generate solid earnings, but the operating environment is becoming increasingly competitive. Mortgage pricing is aggressive, deposit competition remains intense and the scope for sustained margin expansion appears limited. Westpac’s dividend remains attractive, but investors should also consider opportunity cost. We believe there are more compelling opportunities on the ASX, which offer stronger structural growth or more attractive valuations.

    The post Experts name CBA and these ASX shares as sells today appeared first on The Motley Fool Australia.

    Should you invest $1,000 in CAR Group Ltd right now?

    Before you buy CAR Group Ltd shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and CAR Group Ltd wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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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 recommended CAR Group Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • 5 things to watch on the ASX 200 on Monday

    Shot of a young businesswoman using her phone at work, with stock market related images in the background.

    On Friday, the S&P/ASX 200 Index (ASX: XJO) finished the week with a small decline. The benchmark index fell 0.25% to 9,058.9 points.

    Will the market be able to bounce back from this on Monday? Here are five things to watch:

    ASX 200 expected to rise

    The Australian share market looks set for a solid start to the week following a good session on Wall Street on Friday. According to the latest SPI futures, the ASX 200 is expected to open the day 41 points or 0.45% higher. In the United States, the Dow Jones rose 1%, the S&P 500 climbed 0.45%, and the Nasdaq pushed 0.45% higher.

    Oil prices rise

    It could be a positive start to the week for ASX 200 energy shares Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) after oil prices rose on Friday night. According to Bloomberg, the WTI crude oil price was up 0.25% to US$87.06 a barrel and the Brent crude oil price was up 0.65% to US$94.39 a barrel. This was despite reports claiming that the Iranian government wants to end the war soon.

    GYG shares downgraded

    Guzman Y Gomez Ltd (ASX: GYG) shares are around fair value now following a recent rally according to analysts at Bell Potter. In response to the quick-service restaurant operator’s FY 2026 results, the broker has downgraded its shares to a hold rating with an improved price target of $27.30. It commented: “While we think GYG is a clear leader in the QSR space after displaying strong comp sales growth, margin expansion, and further network growth opportunities, we see near-term cost headwinds and a consumer slow-down as a risk to FY27 guidance and view the current multiple as fairly valued. While we increase our PT ~11%, it is only a modest premium to the share price, so we downgrade to HOLD.”

    Gold price jumps

    It is likely to be a strong start to the week for ASX 200 gold shares Capricorn Metals Ltd (ASX: CMM) and Northern Star Resources Ltd (ASX: NST) after the gold price jumped on Friday night. According to CNBC, the gold futures price was up 2.4% to US$4,680.6 an ounce. The precious metal hit a three-month high on US dollar weakness.

    ASX 200 results

    A number of ASX 200 shares will be on watch on Monday when they release their latest results. Among the names to watch are Dan Murphy’s owner Endeavour Group (ASX: EDV) regional bank Bendigo and Adelaide Bank Ltd (ASX: BEN), lithium leader PLS Group (ASX: PLS), and health insurance company NIB Holdings Limited (ASX: NHF).

    The post 5 things to watch on the ASX 200 on Monday appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Bendigo And Adelaide Bank right now?

    Before you buy Bendigo And Adelaide Bank shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Bendigo And Adelaide Bank wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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    Motley Fool contributor James Mickleboro has positions in Endeavour Group and Woodside Energy Group Ltd. 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 NIB Holdings. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • How much must I invest in BHP shares to earn a $1,000 passive income in 2027?

    Hand with Australian dollar notes handing the money to another hand symbolising ex-dividend date.

    BHP Group Ltd (ASX: BHP) shares have delivered a significant return in the last 12 months, rising by more than 50%, at the time of writing. The passive income has also been pleasing for investors.

    As one of the biggest miners in the world, BHP enjoys significant scale benefits compared to many of its other smaller mining peers. BHP also has a habit of providing investors with pleasing payouts because of its commitment to returns.

    BHP aims to provide shareholders with a minimum dividend payout ratio of at least 50% of earnings, which regularly results in a pleasing dividend yield.

    Now that the FY26 result has been reported, investors can look ahead to what the payout might be in FY27. I’ll specifically look at what it would take to deliver $1,000 of passive income via BHP shares.

    Payout projection for FY27

    ASX mining shares are not like typical businesses where you may typically see steady progress and earnings year after year.

    Miners like BHP are exposed to shifting commodity prices, which can be great when the resource price goes up but challenging if the resource price goes down. Commodity businesses can have powerful operating leverage that can work both positively and negatively.

    The 2026 financial year was a good year. Revenue grew 15% to US$58.8 billion, underlying operating profit (EBITDA) rose 27% to US$32.9 billion and underlying attributable profit increased 30% to US$13.2 billion. This allowed the business to announce US$8.7 billion of cash returns to shareholders, which included the FY26 final dividend per share of US 99 cents per share.

    The current forecast on Commsec implies the dividend in FY27 may not be as rewarding, though still solid. The current projection suggests a payout of A$2.07 per BHP share.

    That possible dividend translates into a potential grossed-up dividend yield of around 4.5%, including franking credits, at the time of writing. It’s understandable why the possible dividend yield is not below 5% because the BHP share price has gone up so much in the last 12 months.

    I believe the company’s payouts could grow in the longer-term because of its increasing focus on copper. Copper supply may not be able to keep up with the rising demand, which may lead to a rising copper price.

    In the FY26 result, BHP wrote:

    Copper fundamentals remain attractive. Demand is expected to grow from ~34 Mtpa today to >50 Mtpa by CY50, driven by traditional economic growth (home building, electrical equipment and household appliances), energy transition (renewables and electric vehicles) and digital (artificial intelligence and data centres). Current expectations are that copper demand associated with investment in data centres could grow around sixfold between 2024 and 2050, up to around 3 Mtpa.

    Operational and project development challenges will place upward pressure on industry costs, potentially resulting in a higher and steeper copper cost curve.

    What would it take for $1,000 of passive income?

    If the FY27 projection comes true, an investor may need to own 484 BHP shares excluding the franking credits or 339 BHP shares with franking credits attached. This certainly isn’t a cheap BHP share price to invest at following the large rise of the ASX mining share. It may be worthwhile looking at other opportunities that could be better value.

    The post How much must I invest in BHP shares to earn a $1,000 passive income in 2027? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in BHP Group right now?

    Before you buy BHP Group shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and BHP Group wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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