Author: openjargon

A falling share price can create one of the hardest decisions in investing.

Should you buy more, keep holding, or cut your losses?

The answer depends on what has changed. A share price fall can create a genuine opportunity when the market has become too pessimistic about a strong business.

It can also be a warning sign when the company keeps missing expectations, burning cash, or relying on investors to fund the story.

Here is a simple way to think through it.

Start with the reason for the fall

The first step is to understand why the share price has declined.

Some falls are driven by market-wide pressure. Rising interest rates, recession fears, sector selloffs, and valuation resets can drag down good companies along with weaker ones.

Other falls are more company-specific. Earnings downgrades, weak sales, management changes, balance sheet stress, or repeated execution problems can point to deeper issues.

This distinction is important. A quality company caught in a broad selloff can become more attractive as the price falls. A company with a deteriorating business model may become riskier with every decline.

Check whether the business still has substance

The next question is whether the company still has something valuable underneath the falling share price.

This could be a strong brand, essential product, loyal customer base, high switching costs, valuable infrastructure, recurring revenue, or exposure to a market with long-term demand.

ResMed Inc (ASX: RMD) is a useful example of a fallen share that could still justify a positive view.

Its share price has been under pressure, but the company remains a global leader in sleep apnoea treatment and connected respiratory care. The long-term need for better diagnosis, treatment, masks, devices, and patient support has not disappeared. That gives investors a real business to assess, rather than simply a share price chart to react to.

When a company still has scale, earnings power, and a large market opportunity, buying on weakness can make sense for patient investors.

Look at the numbers, not just the story

Shares often come with persuasive narratives.

Management may talk about technology, innovation, disruption, and large future markets. Those claims become far more useful when they are supported by revenue, cash flow, customer adoption, and improving economics.

This is where Brainchip Holdings Ltd (ASX: BRN) looks very different.

Its shares are down 16% over the past 12 months and 70% over the past five years. It has consistently been making new 52-week lows since 2022, while the company continues to talk up its technology but has delivered next to no revenue and significant dilution from share issues.

That is a warning for investors. A share can keep looking cheaper as the price falls, while the underlying business fails to build the revenue base needed to support the valuation.

Decide what would change your mind

Investors should know what they need to see before buying more or continuing to hold.

For a high-quality ASX share, that might be evidence that margins are stabilising, demand remains strong, new products are gaining traction, or management is executing well.

For a speculative company, the bar should be higher. Investors may want to see meaningful revenue, commercial contracts, less reliance on capital raisings, and proof that customers are willing to pay for the technology.

Buy, hold, or sell?

Buying more can make sense when the business remains strong, the balance sheet is sound, and the market appears too focused on short-term concerns.

Holding can be sensible when the company is still attractive but there is not enough evidence yet to increase exposure.

Selling becomes easier to justify when the company’s problems are worsening, the story is not translating into financial progress, or shareholders are being diluted while waiting for promised growth.

The best decision is rarely based on the share price fall alone. It likely comes from comparing today’s price with the quality of the business, the strength of the balance sheet, the evidence in the numbers, and the probability that the company can create value over the years ahead.

The post How to decide whether to buy, hold, or sell a fallen ASX share appeared first on The Motley Fool Australia.

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

The a2 Milk Company Ltd (ASX: A2M) share price is in focus today after the Board declared a $300 million fully franked special dividend, following recent approval from Chinese authorities to transition product registrations to a2 branded infant formula.

What did The a2 Milk Company report?

• Declared a fully franked special dividend of NZ$300 million (41.36 cents per share)
• Dividend payment set for 24 July 2026
• Ex-dividend date: 8 July 2026; record date: 9 July 2026
• Dividend carries a franking credit of 17.72 cents per share
• Triggered by China regulatory approval for a2 branded infant formula registrations

What else do investors need to know?

The special dividend comes after the State Administration for Market Regulation (SAMR) in China gave the green light to transition two China label infant formula product registrations, linked to the company’s Pokeno facility, to the a2 brand. This regulatory milestone appears to strengthen the company’s footprint in one of its largest markets.

The Board confirmed that the dividend amount has been rounded to 41.36 cents per share for communication purposes, but the actual payment will be calculated based on a gross distribution of 41.355 cents. The announcement follows a series of regulatory updates in recent months.

What did The a2 Milk Company management say?

Chair Pip Greenwood said:

With the necessary China regulatory approvals now in place, the Board is pleased to declare a $300 million special dividend. This reflects our commitment to delivering shareholder returns while maintaining disciplined capital management.

What’s next for a2 Milk Company?

Looking ahead, a2 Milk Company is set to benefit from the new regulatory approvals in China, which may underpin further growth in its infant milk formula segment. The special dividend highlights the Board’s focus on balancing shareholder returns with ongoing investment needs.

Investors will likely monitor progress in China and any future updates regarding capital management or new product registrations.

A2 Milk Company share price snapshot

Over the past 12 months, a2 Milk Company shares have declined 13%, trailing the S&P/ASX 200 Index (ASX: XJO), which has risen 3% over the same period.

View Original Announcement

The post A2 Milk declares $300 million special dividend after securing China approval appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart 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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Woodside Energy Group Ltd (ASX: WDS) share price has been through plenty of volatility in the last few months. So, after so much has happened, it’s good to ask whether this is a good time to invest.

As the above chart shows, there have been plenty of ups and downs this year. Despite the decline since April, it’s still up more than 18% since 2026.

The question now is whether the business is good value. Let’s see what experts think.

Expert recommendations

According to CMC Invest, there have been nine analyst ratings on the business within the last three months.

Of those nine ratings, two were buy ratings, five were hold ratings, and two were sell ratings.

These ratings average out to a hold rating, though there are both positive and negative views on the business.

However, the price target may be a better indicator of whether experts think a business could deliver good returns.

Woodside share price target

A price target tells investors where an expert thinks the Woodside share price will be in 12 months from the time of the investment call.

Of course, a price target is not a guaranteed return (or decline), it’s just what the expert thinks.

The average price target of those nine ratings is $31.39. At the time of writing, that translates into a possible rise of 12% over the next year.

But, the most optimistic price target is $36.50, implying a possible rise of 30% in the next 12 months. The lowest price target is $24.75, suggesting the Woodside share price could decline by more than 11% in the next year.

What to look at next

Woodside can’t really control energy prices, but the disruption in the Middle East could last longer than just the next few weeks – it may take a while for fuel supply and inventory to return to normal. Energy prices could rise from here, even if the Strait of Hormuz reopens.

It’ll be very interesting to see what happens with energy prices. In the first quarter of 2026, Woodside reported that the average realised price was $63 per barrel of oil equivalent (BOE), up 11% compared to the fourth quarter of 2025.

I think the energy price could remain stronger than previously expected amid global growth of energy demand, particularly because of the growth of AI and data centres. Only so much renewable energy can be installed each year, while nuclear power is expensive to build and takes a while to complete. LNG could be important for filling in that demand gap.

Woodside is investing in new projects that will help improve its scale advantages and unlock more cash flow for the business.

It’s one of the ASX shares to keep an eye on, though there are plenty of ideas that aren’t linked to the volatility of energy prices which could be better buys.

The post Is the Woodside share price a buy in July? appeared first on The Motley Fool Australia.

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• Up 23% this year, should I buy Woodside shares today?

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 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.

The Westpac Banking Corp (ASX: WBC) share price is typically low enough to offer investors an attractive dividend yield. The ASX bank share is among the most popular picks for passive income because of its large market capitalisation and perceived stability.

As one of the largest ASX bank shares in Australia, Westpac typically offers a higher yield than Commonwealth Bank of Australia (ASX: CBA) and Macquarie Group Ltd (ASX: MQG) because it usually trades on a lower price-to-earnings (P/E) ratio.

But Westpac usually has a dividend yield similar to that of National Australia Bank Ltd (ASX: NAB) and ANZ Group Holdings Ltd (ASX: ANZ), as they have similar earnings multiples and dividend payout ratios.

Let’s take a look at how appealing the Westpac share price could be for passive income.

Dividend projection for the ASX bank share

According to the forecast on Commsec, Westpac could pay an annual dividend per share of $1.54 in the 2026 financial year. That would be a grossed-up dividend yield of 6.1%, including franking credits, at the time of writing.

We’re already more than halfway through FY26, so it’s worthwhile looking at what the payout could be in the next financial year – FY27.

The projection on Commsec suggests the business could hike its annual dividend per share to $1.55 in the 2027 financial year. That translates into a potential forward grossed-up dividend yield of 6.2%, including franking credits.

While those aren’t the biggest yields on the ASX, the potential passive income is very competitive against the best term deposits right now.

We should also remember that term deposit income is limited to the advertised interest rate. On the other hand, businesses with good prospects can grow their profits and dividends over time.

For me, the dividend income prospects are solid, but I wouldn’t say it’s impressive enough – large or growing quickly – to justify buying at the current Westpac share price just for dividends.

Is the Westpac share price a buy?

The Westpac share price has fallen 16% since April, with headwinds from the Federal budget likely weighing on investor confidence. Is the ASX bank share attractive when negative gearing and capital gains tax (CGT) changes are seemingly hurting property buyer (and borrower) demand?

But, in my view, it’s better to buy when the price is lower rather than higher. It’s possible that owner-occupier demand could offset lower investor demand in the medium term.

According to CMC Invest, there have been nine ratings on the ASX bank share in the last three months. Six of those were sell ratings and three were hold ratings.

Of those nine ratings, the average Westpac share price target is $33.63. That implies a possible 6% decline over the next year, so analysts think the business is overvalued.

Therefore, it doesn’t seem like it’s great to invest in the bank today, while other ASX share opportunities look more appealing.

The post Is the Westpac share price a buy for its 6% dividend yield? appeared first on The Motley Fool Australia.

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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 positions in and has recommended Macquarie Group. The Motley Fool Australia 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.

S&P/ASX 200 Index (ASX: XJO) tech stocks, including REA Group Ltd (ASX: REA) and TechnologyOne Ltd (ASX: TNE), have taken a beating this past year.

Indeed, while the ASX 200 has managed to push 2.8% higher over the last 12 months, the S&P/ASX All Technology Index (ASX: XTX) has plunged 27.5% over this same period.

(All price data as at late afternoon trade on Wednesday, 24 June.)

As for REA Group, at $131.55 each, shares in the online property listings company are down a sharp 43.9% in a year. REA shares also trade on a 2% fully-franked trailing dividend yield.

TechnologyOne shares have fared a little better, but not much.

At $28.05 apiece, shares in the ASX 200 software-as-a-service (SaaS) provider have dropped 30.5% in 12 months. TechnologyOne stock also trades on a 1.3% partly-franked trailing dividend yield.

While each company has faced its own issues, they’ve both gotten caught up in the so-called SaaSpocalypse. This has seen most SaaS stocks suffering steep declines amid investor concerns that artificial intelligence could replace a lot of the services these companies offer.

Then there’s rising interest rates, with the RBA hiking rates three times this year and the US Fed switching from an easing outlook to potential tightening as well.

That’s a particularly strong headwind for many tech stocks, including TechnologyOne and REA, as these are often priced with higher future earnings in mind. And as interest rates go up, so too does the present cost of investing in those future earnings.

But following the past year’s sell-off, a number of prominent fund managers are seeing value emerging in the ASX tech space.

REA and TechnologyOne shares tipped to thrive in an AI world

Solaris portfolio manager Damien Keune expects that REA shares won’t be taken out by the rise of artificial intelligence.

“The AI revolution might change how buyers search for properties, but the houses still need to be listed somewhere,” Keune said, quoted by the Australian Financial Review.

According to Keune:

REA has lived through many property cycles, and they’ve always managed to report positive earnings growth because they’re so embedded in what is an emotionally charged process of buying and selling a house.

And Ten Cap portfolio manager Jun Bei Liu said she is bullish on TechnologyOne shares.

Liu noted:

ASX tech is becoming interesting again. The ones we like are those that still have a long runway for revenue growth, recurring income, and operating leverage, even in an AI world.

The post Why these top fundies are buying REA and TechnologyOne shares appeared first on The Motley Fool Australia.

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

The CSL Ltd (ASX: CSL) share price has experienced significant volatility over the last few years following the COVID-19 pandemic. The last year has been challenging for shareholders, as the chart below shows.

The ASX biotech share has a diversified earnings business, yet many of them are facing a challenging operating environment. CSL operates in areas like immunoglobulin products, albumin, HEMGENIX, iron deficiency treatment, plasma and recombinant therapies, and vaccines.

Let’s look at the performance of the CSL share price and what would have happened to $10,000.

A heavy decline for the ASX biotech share

In the past year, the CSL share price has more than halved (it has dropped 51.6%), and it’s down 57% from August 2025.

With such a painful drop, a shareholder who had $10,000 a year ago now only has an investment that’s worth just over $4,800. A little bit of dividend income may have helped offset a small part of that decline, but investors are certainly facing big losses.

Its latest update demonstrated the problems it’s experiencing.

The company now expects FY26 revenue to be around $15.2 billion, while underlying net profit (NPATA) – excluding restructuring costs and impairments – could be around $3.1 billion. Both of those guided figures are both on a constant currency basis.

There were a few different negatives in that update.

In US immunoglobulin, while demand is growing in the mid-to-high-single-digits, consistent with CSL’s expectations, reported revenue will reflect CSL’s normalisation of channel inventory, resulting in approximately $300 million of revenue being impacted.

Additionally, with its albumin in China, while CSL’s share has expanded and volumes have stabilised, market value has declined, resulting in an expected venue impact of approximately $200 million.

CSL also said that impacts from the Middle East conflict, revised HEMGENIX growth and competition in iron collectively resulted in an expected revenue impact of approximately $150 million.  

But, on the positive side of things, CSL continues to expect revenue growth in the second half of FY26 for CSL Behring, supported by “underlying demand, ongoing commercial execution and benefits from operational and transformation initiatives”.

Finally, the financial performance of the vaccine business (Seqirus) in FY26 is expected to be “moderately stronger than previously anticipated”.

It said it expects to recognise approximately $5 billion of impairments across FY26 and FY27.

Is the CSL share price a buy?

Analysts are still feeling somewhat cautious on the business, despite the much lower valuation.

According to CMC Invest, there have been 11 ratings on the business in the last three months, with three buy ratings and eight hold ratings.

The average price target on the CSL share price is $135.28. That implies a possible rise of 16% in the next year.

Despite such a large decline, little recovery is expected, so there could be better opportunities out there.

The post $10,000 invested in CSL shares 12 months ago is now worth… appeared first on The Motley Fool Australia.

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

A new month is on the horizon, so what better time to consider making some investments.

If exchange traded funds (ETFs) are on your shopping list and you have $5,000 to invest, then it could be worth checking out these three ASX ETFs listed below. Here’s what they offer:

Betashares S&P/ASX Australian Technology ETF (ASX: ATEC)

The first ASX ETF to look at is the Betashares S&P/ASX Australian Technology ETF.

This fund gives investors exposure to Australia’s technology sector in one trade.

That makes it quite different from many local share market funds, which are often dominated by banks, miners, supermarkets, and large industrial companies.

The Betashares S&P/ASX Australian Technology ETF opens the door to businesses that are helping digitise the economy. That can include software companies, online marketplaces, data-driven businesses, and technology-enabled platforms.

Australia has produced several impressive technology companies, and the market could produce more as businesses continue shifting processes, payments, data, and customer interactions online.

For investors who want local exposure but do not want another fund shaped mainly by traditional blue chips, it could offer something different.

VanEck Global Defence ETF (ASX: DFND)

Another ASX ETF that could be worth considering is the VanEck Global Defence ETF.

This fund gives investors exposure to listed global companies involved in the defence industry.

The investment case here is not built around a short-term market fad. Defence spending is being shaped by geopolitical tension, military modernisation, cybersecurity needs, supply chain security, and the push by governments to strengthen national capability.

That can create long-term demand for companies involved in aerospace, defence systems, communications, surveillance, naval technology, and related equipment.

This is a more specialised ETF, so it should be expected to move differently from a broad market fund.

As a result, it may appeal to investors who believe defence will remain a strategic priority for governments over the next decade. However, it also comes with sector concentration risk, as performance will be tied closely to spending cycles, contracts, policy decisions, and global security conditions.

VanEck MSCI International Quality ETF (ASX: QUAL)

A third ASX ETF to dig deeper into is the VanEck MSCI International Quality ETF.

This fund is designed for investors who want global exposure but with a quality filter.

It focuses on international companies with stronger financial characteristics. That can mean businesses with solid profitability, healthier balance sheets, and more dependable earnings profiles.

That quality screen can be useful when markets are uncertain. Companies with strong financial foundations often have more flexibility. They can keep investing, protect margins, and manage harder conditions without being forced into short-term decisions.

All in all, it could be a strong option for investors wanting international diversification with a quality focus.

The post Where to invest $5,000 in ASX ETFs in July appeared first on The Motley Fool Australia.

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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 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.

One of the best things about Australia’s wealth and retirement system is system is superannuation, which offers a lower tax rate compared to someone working full-time. Superannuation is great for passive income, whether that’s in retirement or building wealth towards retirement.

If I were investing $8,000 into superannuation, I’d look for ideas that offer long-term growth potential, while still providing a high dividend yield. Investing in superannuation should mean we can put the money to work for many years, giving it more time for compounding.

I’ll run through a couple of investments that I think could be excellent long-term buys. If an investor had $8,000 to invest (or more), I’d definitely recommend the following ideas.

Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)

I think Soul Patts may be the very best idea for superannuation investing.

The investment house has the ASX record for the longest streak of annual dividend increases – it has grown its regular payout every year for 28 years in a row!

If I were investing in a business for passive income, I’d want to choose a name I’d be extremely confident is likely to pay more next year. I wouldn’t want a payout cut when I’m relying on that income. Plus, the regular dividend growth helps offset (and outpace) inflation.

Another benefit of Soul Patts is that it has a diversified portfolio across a number of industries like energy, resources, telecommunications, property, swimming schools, agriculture and electrification, among many others.

With steadily growing investment cash flow, Soul Patts can fund larger dividends to investors. It regularly makes new investments too, helping its portfolio grow in value, which is a tailwind for the Soul Patts share price.

I think it has a solid starting dividend yield, which can rise over time. Its current grossed-up dividend yield, including franking credits, is 3.5%. I believe that’s a good starting point for superannuation.

WCM Quality Global Growth Fund (ASX: WCMQ)

Another ASX investment I really want to highlight is this exchange-traded fund (ETF) which gives investors exposure to a compelling portfolio of international shares.

There are a few very appealing index funds that have low fees while providing exposure to strong global companies. Many of these ETFs are also becoming increasingly concentrated on just a few large US tech shares. That has both its positives (great businesses) and negatives (concentration risk).

However, the WCMQ ETF looks to invest in a portfolio of between 20 to 40 high-quality stocks that have expanding economic moats. In other words, their competitive advantages are getting stronger as time goes on. Additionally, the WCM investment team wants to see that the business has a corporate culture that can support improvements of the competitive advantages.

The fund as returned an average of 15.1% per year since August 2018 and it targets a minimum annualised cash yield of 5% per year.

These two investments, along with other ASX shares, could be an excellent buy for the long-term in superannuation.

The post How to invest $8,000 for passive income in superannuation? appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Washington H. Soul Pattinson and Company Limited and Wcm Quality Global Growth Fund. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

It is easy to assume a falling share price means a deteriorating business.

With Life360 Inc (ASX: 360) shares, that assumption would be wrong.

Life360 shares are down 29% in the calendar year to date. Shares have been caught up in the broader rotation away from high-multiple ASX technology names.

Yet Christopher Watt from Bell Potter Securities has a buy rating on this ASX 200 tech share, and his reasoning is worth understanding before writing this one off as just another falling growth stock.

Why Life360 shares have lagged the business

Life360 provides a mobile family safety app used to track location, monitor driving behaviour, and provide emergency assistance for families.

The business itself has not been struggling.

Today, Life360 trades on a price-to-earnings multiple of just 28x. This multiple looks low for a company with this kind of subscriber growth trajectory.

This gap between a falling share price and a growing underlying business is the kind of situation income and growth investors are trained to look past the headlines for.

What is actually driving subscriber and revenue growth

Life360 has been steadily expanding its monetisation strategy beyond its original subscription model.

The company has diversified into advertising revenue and data partnerships, reducing its reliance on subscription growth alone to drive the top line.

This diversification gives Life360 multiple, less correlated revenue streams. This is a structural advantage over single-product software companies that are entirely dependent on subscriber growth to grow revenue.

Life360’s advertising revenue grew 329% year-on-year to US$19.7 million in Q1 2026 following the Nativo acquisition. Encouragingly, core subscription revenue grew a separate 36% over the same period.

A broader monthly active user base, paired with a growing advertising revenue stream layered on top, has kept underlying fundamentals improving even as the share price has fallen.

Why Bell Potter sees a buy for Life360 shares

Bell Potter’s buy rating reflects a view that the market is mispricing Life360 relative to its growth trajectory and improving monetisation.

When a stock has been swept up in sector-wide selling pressure rather than company-specific bad news, the eventual repricing, once sentiment turns, can be sharp.

This is the bet implicit in Bell Potter’s rating.

The risks worth understanding

Life360 operates in a competitive market.

Major technology platforms, including Apple and Google, have built or could build competing location-sharing features directly into their own ecosystems.

Life360’s ability to keep growing depends on continuing to out-innovate larger competitors with greater resources.

Furthermore, ASX technology shares as a group remain sensitive to interest rate expectations, meaning Life360 shares could continue to move with broader sector sentiment regardless of how the underlying business performs in the near term.

Foolish takeaway

Life360 shares are down 29% in 2026, but the underlying business tells a different story from the share price chart.

A reasonable earnings multiple, a diversifying revenue base, and a buy rating from an analyst willing to look past the recent selling all point in the same direction.

For investors who believe the sector-wide tech sell-off has been indiscriminate rather than company-specific, Life360 is a name worth understanding in depth before dismissing it on price action alone.

The post Why this analyst rates Life360 shares a buy right now appeared first on The Motley Fool Australia.

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Motley Fool contributor Mark Verhoeven 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 Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If income were the goal, I would want ASX dividend shares connected to assets people keep using.

That is why infrastructure can be a useful place to look. The best assets are difficult to replace, provide essential services, and can keep generating cash flow through different economic conditions.

Two ASX dividend shares I would consider buying are Transurban Group (ASX: TCL) and APA Group (ASX: APA).

Transurban Group shares

I think Transurban is one of the most interesting income shares on the ASX.

The company owns and operates toll roads in major cities, including Sydney, Melbourne, Brisbane, Greater Washington, and Montreal. These are not ordinary roads. They are important transport corridors in places where congestion, population growth, and time savings can make road access valuable.

That gives Transurban a rare type of asset base. A good toll road can remain useful for decades. It can be expensive to build, politically hard to approve, and difficult to duplicate once a city has grown around it. That scarcity is part of the investment appeal.

For income investors, Transurban offers exposure to cash flows linked to road usage. Traffic volumes can move with economic activity, work patterns, and cost-of-living pressures, but major urban roads can still sit at the centre of how people and goods move around.

The company is also expected to pay a distribution of 69 cents per security in FY26. That gives it a 4.5% forward dividend yield, which I think is attractive for investors looking for passive income.

Of course, Transurban is capital intensive. Debt, interest rates, regulation, traffic assumptions, and major project costs all need watching. But I think the company’s portfolio of toll road assets gives it a strong foundation for long-term income.

APA Group shares

APA is another ASX dividend share I would be happy to consider for income.

The company owns and operates energy infrastructure across Australia. Its assets include gas pipelines, processing and storage facilities, electricity transmission infrastructure, power generation, batteries, and renewable energy assets.

I think the appeal is the role these assets play in the energy system. Energy demand does not disappear just because the economy slows. Households, businesses, hospitals, factories, data centres, and transport networks all need reliable energy. APA’s infrastructure helps move and support that energy supply.

The company also sits in an interesting position as Australia’s energy system changes. Gas, firming power, storage, renewable generation, and transmission could all have a role to play as the country tries to balance reliability, affordability, and lower emissions.

For income investors, APA’s distributions are obviously a key attraction. The business has guided to a 58 cents per security distribution in FY26, which provides a solid 5.5% yield at recent prices.

Infrastructure owners can face pressure from debt costs, regulation, project spending, and changing energy policy. Still, I think APA’s long-lived assets and importance to Australia’s energy system make it a useful passive income candidate.

Foolish takeaway

A strong income portfolio should have cash flow with structure behind it.

That is what I like about Transurban and APA. One helps people and goods move through major cities. The other helps energy move through the economy.

There will be periods when interest rates, regulation, or market sentiment put pressure on infrastructure shares. That comes with the territory. But if the aim is to build passive income from assets with real-world importance, I think these two ASX dividend shares are worth a close look.

The post 2 ASX dividend shares I’d buy for passive income that can last appeared first on The Motley Fool Australia.

More reading

• $5,000 buys 194 shares in these 2 top ASX dividend stocks
• How much do I need in my superannuation to get $1000 per week in passive income?
• Want passive income? These 3 ASX dividend stocks could deliver
• Transurban Group declares FY26 distribution; announces AGM date
• How I’d build $50,000 of ASX passive income

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