• Buy, hold, sell: Netwealth, Tabcorp, Healius shares

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    S&P/ASX 200 Index (ASX: XJO) shares are up 0.4% to 8,764.6 points on Tuesday.

    Among the 11 market sectors, the technology sector is in the lead today, up 2.3%.

    The energy sector is the laggard, down 0.9%. 

    Let’s check out some new ratings on ASX shares today.

    Netwealth Ltd (ASX: NWL)

    The Netwealth share price is $19.09, up 1.4% today and down 38% over 12 months. 

    Dylan Evans from Catapult Wealth has a buy rating on this ASX financial share. 

    Evans said (courtesy The Bull): 

    The company’s full year 2026 results continued to deliver strong growth, with the platform’s funds under administration increasing 20.3 per cent to $135.7 billion and earnings per share growing 16 per cent to 55.2 cents.

    Despite these strong results, the share price has fallen significantly, most likely and partially in response to a compensation payout of about $101 million to members in the collapsed First Guardian Master Fund.

    Share price weakness presents an opportunity, as Netwealth still holds a net cash position and is poised to generate strong revenue growth moving forward.

    Healius Ltd (ASX: HLS)

    The Healius share price is steady at 38 cents, down 53% over 12 months. 

    Ord Minnett has a hold rating on this ASX healthcare share. 

    In a new note, the broker said: 

    Revenues rose 2% to $1.4 billion, in-line with consensus, while underlying earnings before interest, tax, depreciation and amortisation (EBITDA) grew 8% to $259 million, 1% shy of consensus. 

    The FY26 EBIT margin of 1.8% was below consensus expectations of 2.0% reflecting the burden of a largely fixed-cost operating base.

    Management has made progress in controlling costs, especially labour, but will need to do more if it is to offset headwinds from continued weak volumes and the Fair Work Commission’s (FWC) gender-based undervaluation decision on wages.

    We increase interest cost assumptions which lowers our earnings estimates, and we do not see HLS returning to profitability until FY28.

    Reflecting the earnings downgrades, the target price has been reduced from $0.56 to $0.49.

    Tabcorp Holdings Ltd (ASX: TAH)

    The Tabcorp share price is 96 cents, up 4.4% today and down 3% over 12 months. 

    Evans has a sell rating on this ASX consumer discretionary share. 

    The analyst said: 

    The company generated group revenue of $2.636 billion in full year 2026, up 0.8 per cent on the prior corresponding period. Group EBITDA of $431.7 million was up 10.3 per cent.

    In our view, a major challenge for Tabcorp is the highly competitive gambling industry and the underlying trend towards digital wagering amid the risk of potentially tighter regulations.

    The company expects domestic wagering turnover growth in fiscal year 2027 to be broadly consistent with fiscal year 2026, excluding the FIFA World Cup.

    The shares have fallen from $1.17 on May 1 to trade at 90 cents on September 17. Other stocks appeal more at this stage of the cycle.

    The post Buy, hold, sell: Netwealth, Tabcorp, Healius shares appeared first on The Motley Fool Australia.

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

    Before you buy Netwealth 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 Netwealth 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 Bronwyn Allen 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 Netwealth Group. The Motley Fool Australia has positions in and has recommended Netwealth Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • 3 reasons to buy BHP shares for 2027

    A man and woman sit next to each other looking at each other and feeling excited and surprised after reading good news about their shares on a laptop.

    BHP Group Ltd (ASX: BHP) is one of the ASX shares I would be happy to own heading into 2027.

    The mining giant already has a collection of large, high-quality assets, but I think there are also some interesting growth opportunities ahead.

    Here are three reasons I would buy BHP shares.

    Copper could become increasingly important

    Copper is probably the part of BHP I am most interested in over the next decade.

    The metal is needed across electricity networks, renewable energy, electric vehicles, data centres, and a wide range of other infrastructure.

    At the same time, bringing major new copper mines into production can take many years.

    That puts established producers such as BHP in a strong position.

    The company already has significant copper operations and the expertise to invest further as demand grows. I think that could make copper a much bigger contributor to BHP over time.

    Commodity prices will always move around, but I like owning an established producer rather than trying to guess which early-stage copper project might eventually succeed.

    BHP is still investing for the future

    I also like that BHP is not relying solely on its existing mines.

    The company continues to put capital into projects that could support production for decades.

    Its Jansen potash development in Canada is one example. Potash is used in fertiliser, giving BHP exposure to a market driven by global food production rather than the same forces that influence iron ore or copper.

    For me, this is an interesting addition to the portfolio.

    BHP already has enormous exposure to metals and minerals used in construction and industrial activity. Building a meaningful potash business could give it another source of earnings over the long term.

    Major projects come with execution risks and require substantial investment before they begin generating returns.

    But BHP has the financial strength to pursue opportunities of this scale, which is one of the reasons I am comfortable taking a long-term view.

    Scale gives BHP plenty of options

    The final reason is BHP’s existing strength.

    Its large iron ore operations can generate substantial cash flow when market conditions are supportive, while the company also has exposure to copper and other commodities.

    That cash gives management choices.

    BHP can reinvest in existing assets, develop new projects, pursue acquisitions when opportunities arise, strengthen the balance sheet, or return money to shareholders.

    I think that flexibility is particularly valuable in mining, where commodity cycles can create opportunities for companies with the financial capacity to keep investing when conditions become more difficult.

    There will still be weaker periods for commodity prices, and BHP’s earnings and dividends will move around with them.

    But I think its scale puts the company in a strong position to keep building the business through those cycles.

    Foolish takeaway

    BHP is the type of share I would be comfortable buying heading into 2027 and then leaving alone for years.

    I like the growing copper opportunity, investment in new areas such as potash, and the financial strength of the existing business.

    There will inevitably be ups and downs along the way, but I think BHP has plenty of ways to be a bigger and stronger company a decade from now.

    The post 3 reasons to buy BHP shares for 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 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.

  • Capstone Copper shares take off on $542 million divestment news

    Two workers working with a large copper coil in a factory.

    Capstone Copper Corp (ASX: CSC) shares are marching higher today.

    Shares in the S&P/ASX 200 Index (ASX: XJO) copper stock closed yesterday trading for $14.55. In morning trade on Tuesday, shares are changing hands for $14.78 apiece, up 1.6%.

    For some context, the ASX 200 is up 0.4% at this same time.

    Here’s what’s catching investor interest today.

    Capstone Copper shares lift on asset sale

    Capstone Copper shares are lifting after the miner announced that it has entered into a definitive agreement to sell its Cozamin copper-silver zinc-lead mine, located in Mexico.

    Capstone said that Luca Mining Corp will pay up to US$385 million (AU$542.3 million) in total consideration for the mine.

    The ASX 200 copper stock noted that figure is comprised of:

    • US$275 million in upfront cash, subject to customary closing adjustments
    • US$15 million in Luca shares, to be issued to Capstone at closing
    • US$35 million in deferred consideration, to be received on the first anniversary of closing
    • And up to US$60 million in contingent cash consideration tied to annual average copper prices

    Capstone said it will use the fund to strengthen its balance sheet and as well as support its growth pipeline.

    What did management say?

    Commenting on the $542 million divestment helping boost Capstone Copper shares today, president and CEO Cashel Meagher said, “Cozamin has been an important part of our portfolio, providing stability and strong cash flows as Capstone has matured into a diversified copper producer.”

    Meagher added:

    The transaction optimises our portfolio and further strengthens our balance sheet, enabling us to redeploy capital into our high-return growth projects and allowing leadership to focus on the opportunities we believe will create the most value for our shareholders. It is an ideal time to streamline our portfolio through this divestiture as we advance towards transformational copper growth in Chile and the United States.

    We are also pleased to retain exposure to the exploration upside at Cozamin, through our shareholding in Luca, following completion of the Transaction. Given the strong operational track record of the Luca team in Mexico, we believe they will be excellent stewards of the mine and are well placed to unlock its full potential.

    What’s happening with the copper price?

    Capstone Copper shares have surged 33.5% since this time last year, supported in part by soaring global copper prices.

    The red metal is back near all-time highs today, trading for US$14,661 per tonne. That sees the copper price up a whopping 47% in 12 months, spurred by spiking demand from data centres, EVs and the ongoing energy transition.

    The post Capstone Copper shares take off on $542 million divestment news appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Capstone Copper right now?

    Before you buy Capstone Copper 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 Capstone Copper 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 Bernd Struben 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.