September is almost here, and I think there are still plenty of ASX shares worth buying with a long-term view.

If I had $10,000 ready to invest, I would spread this particular amount evenly across four companies that I believe can keep becoming more valuable over the years ahead.

Here’s what I’d buy.

Goodman Group (ASX: GMG)

I would start with Goodman because I like the assets it controls and where demand is heading.

The company develops and owns industrial property in major cities around the world. Increasingly, that includes sites suitable for data centres.

That is important because computing infrastructure needs more than servers. It needs land, buildings, reliable electricity, and access to major population and business centres.

Goodman has spent years assembling property in locations where those ingredients can be difficult to secure.

Artificial intelligence (AI) should increase the amount of computing capacity required, but I would not make this investment purely as an AI bet. Ecommerce, cloud computing, logistics, and the wider digital economy all require modern infrastructure.

I think that gives Goodman several reasons to keep finding development opportunities over the next decade.

ResMed Inc. (ASX: RMD)

I would also put $2,500 into ResMed.

Sleep apnoea affects a huge number of people, and many remain undiagnosed or untreated. That gives ResMed a long-term opportunity to reach more patients rather than relying solely on taking market share from competitors.

I also like what happens after a patient begins treatment. ResMed can sell the initial device, but masks and other components need replacing over time.

That creates an ongoing relationship around a genuine healthcare need.

Over the next several years, I think better diagnosis and greater awareness of sleep health could bring more people into treatment. ResMed already has the scale, products, and healthcare relationships to benefit if that happens.

Hub24 Ltd (ASX: HUB)

My third investment would be Hub24.

The company provides technology used by financial advisers to manage client investments and superannuation.

What I like most is the chance for Hub24 to become increasingly important to those advice businesses.

It has expanded beyond the investment platform itself into technology covering administration, reporting, and client engagement. If advisers can complete more of their work through Hub24’s ecosystem, the relationship becomes more valuable.

The Australian superannuation system also gives the company an attractive backdrop.

Money continues flowing into retirement savings as people work and make compulsory contributions, while investment returns can increase the assets already accumulated.

This ASX share therefore has an opportunity to take a larger share of a market that should itself keep expanding for many years.

Sigma Healthcare Ltd (ASX: SIG)

I would put the final $2,500 into Sigma Healthcare, which now gives investors exposure to Chemist Warehouse following the combination of the businesses.

Chemist Warehouse has built a powerful retail brand in Australia around pharmacy, health, beauty, and everyday products.

The part I find most interesting for the years ahead is how far that model can travel. The business is expanding in New Zealand and has begun exploring opportunities in the UK. Successful international expansion could open a much larger market than Australia alone.

There is still room to grow closer to home as well through new stores, online sales, and the wider pharmacy network.

I think that combination gives Sigma several avenues to become a substantially larger business over time.

Foolish takeaway

If I had $10,000 to invest in September, I would be comfortable putting it to work across these four shares.

I like the long-term opportunities behind each business, and I would be happy to give them years rather than months to play out.

The post Where I’d invest $10,000 in ASX shares in September appeared first on The Motley Fool Australia.

More reading

• Sigma Healthcare FY26 earnings: Record profit as Chemist Warehouse merger delivers growth
• 3 ASX shares I’d buy for the next 15 years
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• Two ASX data centre stocks rated a buy
• 3 ASX shares I’d buy if I were a beginner today

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 Goodman Group, Hub24, and ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended Goodman Group and Hub24. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 200 Index (ASX: XJO) shares are down 0.8% to 9,057.4 points as earnings season continues today.

Meanwhile, three experts share their views on three ASX shares.

Let’s take a look.

Breville Group Ltd (ASX: BRG)

The Breville share price is $33.02, down 1.4% today and down 0.5% over 12 months. 

After Breville released its FY26 results, Morgans downgraded the retail stock from buy to accumulate “purely on a valuation basis”.

Morgans explained: 

BRG delivered A$207m EBIT (+1% yoy) in line with guidance, in what was an exceptionally challenging year as the group navigated a volatile tariff backdrop and ongoing supply chain shocks via geopolitical conflicts.

Revenue growth was slightly below expectations (~2%), as FX headwinds in the 2H (US ~10%; EMEA ~5%) detracted from the topline.

Growth on a constant currency (cc) basis remains solid (+10%), and ongoing premiumisation tailwinds, and coffee (up double digits), have continued into FY27.

We view BRG as having emerged from this transitional year as a better business, with a robust outlook.

New market expansion continues to accelerate (+74% yoy), the NPD pipeline is strong and new initiatives (Best Buy) are driving a material step-change in sell out performance.

We expect FY27 forecasts may prove conservative, with BRG able to return to a sustainable level of growth in FY27.

Temple & Webster Group Ltd (ASX: TPW)

The Temple & Webster share price is $4.71, down 2.3% today and down 81% over 12 months. 

Bell Potter has a hold rating on this ASX consumer discretionary share following the retailer’s FY26 results.

Analyst Chami Ratnapala said: 

While the share trades towards 3-year lows, we see multiple risks related to the revenue recovery from current levels over the next few months in this current macroeconomic context, competitive landscape and following TPW’s 4Q26 profit optimisation initiatives.

We factor in some downside risk to current company expectations and see the current trading multiple (0.7x in May-26 vs 1.4x in Aug-22, on BPe) as somewhat pricing in the near-term outlook as TPW sees revenue declines similar to our omni-channel retailer coverage.

Car Group Ltd (ASX: CAR)

The Car Group share price is $28.37, down 3% today and down 29% over 12 months. 

Tony Locantro from Alto Capital has a sell rating on the ASX communications share after Car’s FY26 report.

On The Bull this week, Locantro 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.

The post Buy, hold, sell: Breville, Car Group, Temple & Webster shares appeared first on The Motley Fool Australia.

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• Buy, hold, sell: Bega Cheese, Temple & Webster and Whitehaven Coal shares after results

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

Qantas Airways Ltd (ASX: QAN) shares have jumped higher in Thursday morning trade as investors digest the airline giant’s latest FY26 earnings results.

At the time of writing, the ASX 200 airline shares are up around 4% and are changing hands for $9.55 a piece.

Today’s increase is good news for investors after the shares crashed 14% over the past couple of weeks. But it hasn’t done enough to recoup the heavy losses just yet. 

For the year-to-date, the shares are still down around 9%, and they’re 14% lower than 12 months ago.

What did the airline report today?

Qantas reported a 13.8% year-on-year decline in underlying profit before tax, to $2.06 billion. 

Statutory profit after tax fell around 29% to $1.3 billion

For the 12-month period, Qantas reported a 12.7% year-on-year decline in underlying earnings per share to 96 cents.

Qantas’ $6.2 billion of net debt came in at the middle of its target range of $5.5 billion to $6.9 billion for FY26.

With profits down, management declared a fully-franked final Qantas dividend of 19.8 cents per share, and a total dividend of 39.6 cents per share, down 25% from last year’s final payout.

Management forecasts unit revenues to grow by 8–10% in the first half of FY27, despite ongoing pressure from elevated fuel prices.

It looks like investors are happy with today’s update, and many are buying back into the stock while the shares are still trading for cheap.

Is Qantas a turnaround story?

Qantas shares were smashed lower earlier this year as conflict in the Middle East and rising fuel prices put airlines under pressure.

Jet fuel (refined from crude oil) is the highest operating cost for airlines. Given Australia imports more than 90% of its refined fuel, its local prices track global oil prices and currency movements. 

That means that when oil prices increase amid tight supply and geopolitical tensions, jet fuel prices also jumped. This means that airlines, such as Qantas, face higher operating costs, which can pressure profits and potentially weigh on their share prices.

In fact, this morning Qantas reported that the impact from the Middle East conflict has cost the airline an estimated $420 million to date, largely driven by higher jet fuel costs.

But despite the higher fuel costs, the company expects to see unit revenues grow by 8% to 10% in the first half of FY27.

Robust domestic and international travel demand has helped the aviation giant’s shares maintain some level of stability. And signs that inflation and cost-of-living is improving has also likely supported the stock.

What do the experts expect next?

Market expects could revise their forecasts on the Qantas share price in coming days, following the results announcement.

But at the time of writing, it looks like the share could fly a lot higher over the next 12 months.

TradingView data shows the majority (14 out of 15) have a buy or strong buy rating on the shares. 

But after the latest slump, all analysts anticipate a strong upside ahead.

The $11.68 average target price implies a potential 22% upside over the next 12 months, at the time of writing. Even the minimum target price implies the shares could jump 13% higher. 

The post Qantas shares jump 4% today: Is this the start of a rebound? appeared first on The Motley Fool Australia.

More reading

• Own Qantas shares? Here’s how much the latest dividend will pay
• Why Wesfarmers, Mineral Resources and Qantas shares are turning heads on Thursday
• Qantas Airways share price on watch as FY26 profit dips but dividend and upgrades unveiled
• 5 things to watch on the ASX 200 on Thursday
• 2 ASX 200 shares I’d buy and 2 I’d avoid amid a surging Aussie dollar

Motley Fool contributor Samantha Menzies 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.