Author: openjargon

  • Up 21% since November, should I buy this dividend paying ASX All Ords healthcare share today?

    Five healthcare workers standing together and smiling.

    ASX All Ords healthcare share Monash IVF Group Ltd (ASX: MVF) has enjoyed a solid rebound since getting hammered in March and April 2025.

    Trading for 72 cents a share in late afternoon trade on Monday, Monash IVF shares have gained more than 22% since market close on 19 November. For some context, the All Ordinaries Index (ASX: XAO) has gained 3.6% over this same time.

    Atop that share price rebound, Monash IVF also paid out a 1.2 cent per share fully franked dividend to eligible stockholders on 10 April.

    If we add that back in to Tuesday’s share price, then the accumulated value of the stock is up 24.1% since 19 November.

    Looking ahead, however, Bell Potter Securities’ Christopher Watt forecasts a more difficult run over the coming months (courtesy of The Bull).

    Time to exit this ASX All Ords healthcare share?

    “The fertility services company recently downgraded fiscal year 2026 guidance,” Watt said. “It now expects underlying net profit after tax [NPAT] to range between $17 million and $18 million.”

    Monash IVF reported that adjustment, down from prior FY 2026 NPAT guidance of $20 million, on 12 June.

    Management noted that the primary driver for the lowered FY 2026 earnings outlook was lower than expected Australian assisted reproductive technology (ART) market activity in the second half of the financial year.

    Addressing the slowdown, Monash IVF CEO Victoria Atkinson said “Monash IVF has increased its Australian stimulated cycle market share during this period and has taken steps to reduce costs and improve operational performance.”

    But Bell Potter’s Watt still foresees potential headwinds over the medium-term.

    Summarising his sell recommendation on the ASX All Ords healthcare share, Watt said:

    Across the Australian market, stimulated cycle volumes were down 4.7% on a rolling three-month basis to the end of April when compared to the prior corresponding period. Cost-of-living pressures and declining birth rates are structural headwinds for the whole industry.

    New leadership has a genuine reset opportunity, but until there’s evidence of an industry-wide recovery, I remain cautious.

    Consider this surging ASX stock instead

    Rather than buying ASX All Ords healthcare share Monash IVF, Watt recommended that investors consider buying ASX energy services provider GenusPlus Group (ASX: GNP)

    “GNP appeals following the acquisition of MPC Kinetic Holdings, which broadens the business beyond electrical infrastructure and into gas, water and renewable energy services,” he said.

    Summarising his buy recommendation on GenusPlus shares, Watt concluded:

    The deal adds scale, recurring customer relationships and complementary civil capability, while also improving the earnings outlook. With upgraded guidance, manageable leverage and exposure to major infrastructure investment, GenusPlus remains well placed to deliver growth from existing operations and future contract wins.

    With a strong contracted position and the tailwind of tighter east-coast gas, I believe there’s still upside to consensus.

    As of late trade on Monday, GenusPlus shares are up 180% over the past 12 months.

    The post Up 21% since November, should I buy this dividend paying ASX All Ords healthcare share today? appeared first on The Motley Fool Australia.

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

    Before you buy GenusPlus 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 GenusPlus 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 16 June 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 positions in and has recommended GenusPlus Group. The Motley Fool Australia has recommended GenusPlus Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Can you really retire on $500,000 of super in 2026?

    A boy's eyes pop wide open as he calculates something on his abacus.

    There is a number that haunts Australian retirement planning. For years it was $1 million. Now it is the ASFA benchmark. Either way, the message lands the same: you are probably behind.

    So when your superannuation balance reads $500,000, it is easy to assume the answer is no.

    But that headline figure hides something important.

    The benchmark everyone quotes assumes you fund your entire retirement yourself. Most Australians do not.

    The benchmark only tells half the story

    The Association of Superannuation Funds of Australia (ASFA) says a single homeowner needs about $630,000 in super for a comfortable retirement, while a couple needs roughly $730,000. Those targets buy a genuinely good lifestyle: private health cover, a reasonable car, the odd holiday, and regular dinners out.

    On paper, $500,000 falls short of the single figure.

    Here is the part the benchmark quietly builds in. Those numbers already assume you receive a part Age Pension on top of your own drawdown. The pension is not a backstop you hope to avoid. It is baked into the maths.

    And it is more generous than many people expect. From 20 March 2026, the maximum single rate is around $31,200 per year, while a couple can receive close to $47,000 combined, including supplements.

    That changes the conversation entirely.

    Single or couple changes everything

    This is where $500,000 splits into two very different stories.

    A single homeowner with $500,000 sits above the full-pension assets threshold of $321,500, but well below the part-pension cut-off of $722,000. They would draw a part Age Pension, then top it up from their super. Combine a sensible drawdown with that pension and the result lands comfortably above a modest lifestyle, though still shy of the full comfortable benchmark.

    A couple with $500,000 between them is a different picture. Their combined balance sits just above the full-pension assets threshold of $481,500. That points to close to the full couple Age Pension, plus drawdown from their super. Together, that can push annual income within striking distance of the comfortable couple standard.

    Same balance. Two outcomes. The difference is simply who is drawing on it.

    The real variable is you

    Numbers like these are starting points, not verdicts.

    Owning your home outright matters enormously, because rent in retirement can swallow a large share of any budget. Retiring at 67 rather than 60 matters too, since every early year is a year you fund alone before the pension begins.

    Then there is the question only you can answer. What does your version of comfortable actually cost?

    Some retirees are content below the ASFA comfortable line. Others want more travel and more margin for the unexpected. $500,000 can stretch a long way for one person and feel tight for another.

    The case for aiming higher

    None of this is an argument to stop at $500,000.

    A larger balance is not about luxury. It is a margin of safety. The cost of living rarely moves backwards, and a bigger buffer absorbs the steady climb in groceries, energy, and healthcare without forcing you to cut back.

    The years before you finish work can be the most powerful stretch of your investing life. Invest well through them, and over the long run the share market has rewarded those who stay the course.

    The Foolish takeaway

    So, can you retire on $500,000 of super in 2026?

    For some Australians, the honest answer is yes, with help. The Age Pension does far more heavy lifting than the headline benchmarks suggest, especially for couples who own their home.

    It may not fund a luxurious retirement, and markets will never move in a straight line. But comfortable and secure is well within reach for plenty of people sitting on this balance.

    The figure that matters is not the one the headlines fixate on. It is the income your super and the pension generate together, set against the life you want to live.

    $500,000 is not the finish line everyone fears. For some, it is already enough.

    The post Can you really retire on $500,000 of super in 2026? appeared first on The Motley Fool Australia.

    Wondering where you should invest $1,000 right now?

    When investing expert Scott Phillips has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for over ten years has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    Scott just revealed what he believes could be the ‘five best ASX stocks’ for investors to buy right now. We believe these stocks are trading at attractive prices and Scott thinks they could be great buys right now…

    * Returns as of 16 June 2026

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    Motley Fool contributor Leigh Gant 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 iShares S&P 500 ETF. The Motley Fool Australia has recommended iShares S&P 500 ETF. 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 Tuesday

    Two university students in the library, one in a wheelchair, log in for the first time with the help of a lecturer.

    On Monday, the S&P/ASX 200 Index (ASX: XJO) started the week with a small decline. The benchmark index dropped 0.15% to 8,816.1 points.

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

    ASX 200 to rise

    The Australian share market looks set to rise on Tuesday despite a relatively poor night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 18 points or 0.2% higher. In the United States, the Dow Jones rose 0.3%, but the S&P 500 dropped 0.4% and the Nasdaq sank 1.3%.

    A2 Milk shares given hold rating

    A2 Milk Company Ltd (ASX: A2M) shares are fully valued according to analysts at Bell Potter. This morning, the broker has retained its hold rating with an improved price target of $6.90 (from $6.75). It said: ” At current share price levels the stock sits at the more expensive side of the consumer sector (on a FY25-28e PEG ratio) and is likely to be materially more volatile given the polarising views on earnings expectations into the August guidance statement. Our forecasts largely split the divide and for this reason our Hold rating is unchanged.”

    Oil prices fall

    ASX 200 energy shares including Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a poor session after oil prices dropped overnight. According to Bloomberg, the WTI crude oil price is down 1.8% to US$75.19 a barrel and the Brent crude oil price is down 2.8% to US$78.33 a barrel. This follows reports that US-Iran talks are going well.

    Gold price softens

    ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a soft session after the gold price weakened overnight. According to CNBC, the gold futures price is down 1% to US$4,205.3 an ounce. Inflation and rate hike concerns continue to weigh on the precious metal.

    Buy EOS shares

    Electro Optic Systems Holdings Ltd (ASX: EOS) shares are good value according to Bell Potter. In response to the announcement of a US$124 million (A$175 million) Slinger counter-drone contract, the broker has retained its buy rating with an improved price target of $12.50 (from $10.60). It said: ” We retain our Buy rating and raise our TP to $12.50/sh. EOS is positioned as a market leader across many C-UAS verticals and is leveraged to increasing defence budget allocations to C-UAS technologies. The conditional JV announcement presents a clear path towards producing HELW systems at scale and is therefore a significant development. We expect further JV’s to be signed over the coming years. The agreement suggests there is a strong likelihood of major HELW order intake over the next 12 months from the UAE.”

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

    Should you invest $1,000 in A2 Milk right now?

    Before you buy A2 Milk 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 A2 Milk 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 16 June 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 positions in and has recommended Electro Optic Systems. 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.

  • Down 8%, is the BHP share price a buy?

    A female miner wearing a high vis vest and hard hard smiles and holds a clipboard while inspecting a mine site with a colleague.

    The BHP Group Ltd (ASX: BHP) share price has come off the boil.

    The mining giant is trading around $60.34, down from its 52-week and record high of $65.98. That puts the BHP share price about 8% below its recent peak.

    For a company of BHP’s size, that is a meaningful pullback. It also raises a fair question for investors: is this a chance to buy? I think it could be.

    The Jansen update was disappointing

    Part of the recent weakness can be linked to BHP’s update on its Jansen potash project.

    The company has completed a detailed review of Stage 2 and now expects the total investment estimate to rise from US$4.9 billion to US$6.9 billion, including contingencies. First production is now expected in late FY31, two years later than planned.

    That is clearly disappointing.

    A US$2 billion cost increase is substantial, and the timing shift means investors will have to wait longer for the next stage of Jansen to contribute. BHP said the majority of the increase relates to additional construction hours, more materials, and escalation identified through its review.

    I do not think investors should simply brush that aside. Large mining projects are complex, and cost discipline is important.

    At the same time, I do not think the update changes the entire investment case for BHP.

    The company still expects Jansen Stage 2 to deliver approximately 4.36 million tonnes per annum of production. After ramp-up, combined output from Jansen is expected to be 8.5 million tonnes per annum, which BHP says would represent around 10% of total global potash production.

    The project is now taking longer and costing more, but it still gives BHP exposure to a commodity tied to food security and agricultural productivity. I see that as a useful future boost rather than the main reason to own the stock today.

    Copper remains the bigger attraction

    For me, the strongest reason to stay positive on BHP is copper.

    The world is becoming more electricity-intensive. Power grids, renewable energy, data centres, electric vehicles, industrial systems, and artificial intelligence (AI) infrastructure all require more copper.

    At the same time, copper supply can be difficult to bring on quickly. New mines require huge capital, long approvals, technical expertise, and often many years of development.

    That is a powerful position for a company with BHP’s scale.

    Iron ore remains important to group earnings, and commodity prices will always move around. But I think BHP’s copper exposure is becoming more valuable as investors look further ahead.

    If copper prices remain elevated over the long term, BHP could be well placed to keep producing strong cash flows.

    Valuation and income

    The pullback also makes the valuation a little more interesting.

    According to CommSec, consensus estimates point to earnings per share of $3.55 in FY26 and $3.81 in FY27.

    At a share price of around $60.34, that puts BHP on a price-to-earnings ratio of approximately 17 times FY26 earnings and 15.8 times FY27 earnings.

    That is not a screaming bargain for a cyclical miner, but it looks reasonable if investors believe copper, iron ore, and future-facing commodities can support stronger earnings over time.

    The dividend also remains part of the appeal. CommSec forecasts dividends per share of $2.12 in FY26 and $2.02 in FY27, implying dividend yields of around 3.5% and 3.3%, respectively.

    Those yields are useful, especially alongside the potential for capital growth if commodity markets remain supportive.

    Foolish takeaway

    I think the BHP share price remains a buy for long-term investors.

    The Jansen update is frustrating, and it reminds investors that even world-class miners can face cost and schedule pressure on major projects. But BHP’s broader position remains attractive.

    The company has scale, a strong asset base, iron ore cash generation, and growing exposure to copper. Potash still adds a longer-term option, even if the timeline has moved further out.

    After an 8% pullback from its record high, I think the BHP share price offers a reasonable entry point for investors who can handle the ups and downs that come with owning a global miner.

    The post Down 8%, is the BHP share price a buy? 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 16 June 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.

  • 2 ASX growth shares that could double your money

    A man and woman jump in the air and high five with both hands on a road after running.

    Investors searching for ASX growth shares often look for the same ingredients: market leadership, a strong competitive moat, and a share price that doesn’t fully reflect future potential.

    Telix Pharmaceuticals Ltd (ASX: TLX) and Catapult Sports Ltd (ASX: CAT) fit that description.

    Both companies have faced significant share price pressure over the past year. Telix shares are up 26% year to date but remain down 43% over 12 months. Catapult has fared even worse, falling 28% in 2026 and 47% over the past year.

    Despite those declines, analysts see substantial upside ahead for the ASX shares. Here’s why.

    Telix Pharmaceuticals

    Telix develops radiopharmaceutical products used to diagnose and treat cancer. Its flagship products target some of the largest oncology markets globally, giving the company exposure to a rapidly growing area of healthcare.

    One of Telix’s biggest strengths is its moat. Developing radiopharmaceuticals requires specialised expertise, manufacturing capabilities, regulatory approvals, and distribution networks that are difficult and expensive to replicate. Those barriers help protect established players such as Telix.

    After a difficult period, the ASX growth share appears to have found its groove since February. The rebound began when the company confirmed it had filed for a key regulatory approval in Europe.

    Momentum continued into April. Telix announced that the US Food and Drug Administration had accepted its New Drug Application for TLX101-Px (Pixclara®), an important milestone for the business. It also revealed a major collaboration with US biotechnology giant Regeneron Pharmaceuticals, further strengthening confidence in its long-term prospects.

    Analysts remain highly optimistic. TradingView data shows the majority of brokers rate the $5 billion ASX growth share as a strong buy. The most bullish price target sits at $31.64 per share, implying upside of approximately 123% from current levels.

    Morgans is also positive on the stock, with a $24.33 price target, which suggests a 71% upside. The broker recently noted that increasing consolidation across the healthcare sector could generate additional interest in Telix shares.

    Catapult Sports

    Catapult develops athlete performance and analytics technology used by professional sporting teams around the world.

    Its solutions help coaches and performance staff monitor player workloads, reduce injury risks, analyse performance, and improve decision-making. The technology is widely used across major sporting organisations, including teams in the AFL, NRL, Premier League, NFL, NBA, MLB, and international rugby competitions.

    That extensive customer base gives Catapult a significant competitive advantage. Once teams integrate the company’s hardware, software, and performance data into their operations, switching providers becomes difficult. This creates sticky customer relationships and recurring revenue streams.

    Despite these strengths, investors have remained cautious, helping drive the share price of the ASX growth share sharply lower over the past year.

    Analysts, however, remain overwhelmingly bullish. TradingView data shows every analyst covering Catapult currently rates it as either a buy or strong buy. The average price target stands at $5.72, implying upside of approximately 94% from current levels. The most optimistic forecast suggests the ASX growth stock could rise by as much as 175% over the next year.

    Morgans has a buy rating and a $5.40 target price. Based on the current share price of $2.95, that points to potential gains of roughly 83%.

    The post 2 ASX growth shares that could double your money appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Telix Pharmaceuticals right now?

    Before you buy Telix Pharmaceuticals 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 Telix Pharmaceuticals 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 16 June 2026

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    Motley Fool contributor Marc Van Dinther 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 Catapult Sports and Telix Pharmaceuticals. The Motley Fool Australia has positions in and has recommended Catapult Sports. The Motley Fool Australia has recommended Telix Pharmaceuticals. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • 3 big reasons to buy CBA shares

    A man with a wide, eager smile on his face holds up three fingers.

    Commonwealth Bank of Australia (ASX: CBA) shares have pulled back from their highs, but they still trade at a sizeable premium to the other major banks.

    At around $163.56 at the time of writing, CBA shares are above their 52-week low of $146.97 but still well below their 52-week high of $192.

    That creates an interesting setup. The banking sector is dealing with a difficult backdrop, including higher interest rates and proposed changes to negative gearing weighing on the housing market. But I think there are still good reasons to buy CBA shares today.

    Quality counts in a tougher banking market

    The first reason is quality. When conditions become more uncertain, I think investors have a strong reason to focus on the highest-quality bank in the sector. CBA has long held a powerful position in Australian banking, helped by its huge customer base, strong deposit franchise, digital strength, and trusted brand.

    Those advantages can be especially useful when the operating environment is harder.

    Higher interest rates can put pressure on borrowers. Housing market sentiment can shift. Competition for deposits and mortgages can affect margins. Credit quality also needs watching when households and businesses are under pressure.

    In that environment, I think CBA’s scale and customer relationships matter.

    The bank has a broad presence across home lending, deposits, business banking, payments, cards, apps, and everyday financial services. It is deeply embedded in the financial lives of many Australians, and that gives it a level of resilience that is hard to replicate.

    CBA shares are rarely cheap. But I think the premium reflects a business that investors trust to navigate more difficult periods better than most.

    The dividend still has appeal

    The second reason is income. CBA shares may not offer the highest dividend yield among the major banks, but the dividend still looks attractive, particularly because it is expected to be fully franked.

    According to CommSec, consensus estimates point to dividends per share of $5.10 in FY26 and $5.15 in FY27.

    Based on the current share price of around $163.56, that implies forward dividend yields of approximately 3.1% in both years.

    For investors who can use franking credits, the grossed-up income picture could look more appealing.

    I also think investors should consider the total return potential. A bank share does not need to have the highest yield on the ASX to be worthwhile. If CBA can keep paying reliable dividends while also delivering capital growth over time, the overall return can still be attractive.

    That combination is why I think CBA remains such a popular long-term holding.

    Earnings support the premium

    The third reason is the earnings base. CommSec consensus estimates suggest CBA could generate earnings per share of $6.54 in FY26 and $6.72 in FY27.

    At the current share price, that puts the bank on a price-to-earnings (P/E) ratio of about 25 times FY26 earnings and 24 times FY27 earnings.

    That is a premium multiple for a bank. But CBA is also the bank with the strongest market reputation, and I think investors have historically been willing to pay more for its quality, consistency, and digital leadership.

    The key question is whether CBA can keep justifying that premium.

    I think it can. The bank’s technology investment, customer engagement, balance sheet strength, and ability to generate substantial profits all support the case. It may not deliver explosive growth, but it does not need to. A high-quality bank with strong dividends, disciplined lending, and a trusted position in the economy can still create value for shareholders over time.

    Foolish Takeaway

    CBA shares are not priced like a bargain-bank stock, and that is unlikely to surprise anyone who follows the sector.

    But I do not think the investment case rests on the bank suddenly becoming cheap. It rests on the strength of the franchise, the role CBA plays in Australian financial life, and the likelihood that patient investors can still be rewarded through a mix of earnings, dividends, and time.

    The sector faces uncertainty, especially around borrowers, housing sentiment, and competition. Even so, for long-term investors looking for exposure to Australian banking, I think CBA remains a share worth considering.

    The post 3 big reasons to buy CBA shares appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Commonwealth Bank Of Australia right now?

    Before you buy Commonwealth Bank Of Australia 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 Commonwealth Bank Of Australia 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 16 June 2026

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    Motley Fool contributor Grace Alvino has positions in Commonwealth Bank Of Australia. 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.

  • 3 reasons why experts think CSL shares are a sell

    Time to sell written on a clock.

    CSL Ltd (ASX: CSL) shares have taken a severe hit over the past year. The stock is down around 34% year to date and roughly 52% over the past 12 months at the time of writing.

    That kind of drawdown has forced investors to rethink the once-premium growth story, and analyst sentiment has clearly turned more cautious. Let’s break down why.

    Three major pillars

    CSL is one of the world’s leading biotechnology companies, built on three major pillars. It collects and processes blood plasma through CSL Behring, supplies influenza vaccines through CSL Seqirus, and operates CSL Vifor, which focuses on iron deficiency and nephrology treatments after its major acquisition of Vifor Pharma.

    For years, CSL shares were treated as a defensive growth compounder with strong pricing power and resilient demand. That reputation is now being tested as growth slows and integration challenges emerge.

    Why CSL shares are under pressure

    The sell-off has not come from a single issue. It has built gradually as investors reassess earnings quality, acquisition outcomes, and valuation support.

    One of the clearest warning signs has been the downgrade cycle building across FY26 expectations and beyond. Analysts have trimmed revenue and earnings forecasts as they factor in weaker contributions from CSL Vifor and slower growth across parts of the business.

    On top of that, CSL has recognised around $5 billion in impairments linked to acquired assets. While these are non-cash charges, they signal that earlier assumptions about the value and performance of those assets may have been too optimistic.

    CSL Vifor is proving harder to fix than expected

    The real battleground for sentiment is CSL Vifor. The business was supposed to be a strategic growth engine, particularly in nephrology, but it continues to underperform.

    Ord Minnett has taken a notably bearish view on CSL shares, arguing the market is still underestimating the scale of the Vifor challenge. The broker explains:

    Ord Minnett has reviewed its CSL (CSL) model further with a focus on its Vifor nephrology business that is facing challenges which, in our view, are being underestimated by the broader market. Our estimates for Vifor revenue and operating profit in FY27 are below consensus estimates by 15% and 32%, respectively, while our forecasts for operating profit across the FY27–FY29 horizon are more than 10% below market expectations.

    That gap between broker expectations and consensus highlights a simple risk: earnings may still be drifting lower.

    Higher interest rates are compressing valuation

    The final pressure point is macro-driven. Higher interest rates have hit growth stocks hard, and CSL shares are no exception.

    When interest rates rise, future earnings are discounted more heavily. That matters for CSL because a large part of its valuation depends on long-term growth assumptions rather than near-term earnings. As discount rates increase, that long-term value becomes less attractive in present terms.

    What next for CSL shares?

    CSL is still a global leader in plasma therapies and vaccines, and its core businesses remain highly valuable. However, the market is no longer willing to pay a premium multiple without clearer proof that growth is re-accelerating. That’s why analysts at Peak Asset Management have a sell rating on CSL shares.

    Until CSL Vifor stabilises and earnings forecasts stop drifting lower, sentiment is likely to remain cautious. For now, the stock is still working through a reset in expectations, and that process rarely happens quickly.

    The post 3 reasons why experts think CSL shares are a sell appeared first on The Motley Fool Australia.

    Should you invest $1,000 in CSL right now?

    Before you buy CSL 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 CSL 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 16 June 2026

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    Motley Fool contributor Marc Van Dinther 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.

  • One ASX dividend and one ASX growth stock to buy now

    Two women hold up their biceps in a show of strength.

    Building a balanced portfolio doesn’t have to be complicated. One approach is to combine a reliable dividend payer with a high-quality ASX growth stock.

    That way, investors can enjoy a stream of passive income while also benefiting from the potential for long-term capital growth. With that in mind, here are two ASX shares that could be worth considering right now.

    Woolworths Group Ltd (ASX: WOW)

    When it comes to dependable dividend shares, Woolworths stands out as one of the ASX’s most established blue chip companies.

    Woolworths operates Australia’s largest supermarket network and serves millions of customers every week through its supermarkets, online platforms, and complementary retail businesses. While grocery retailing may not be the most exciting industry, the ASX stock offers something many investors value: resilience.

    Consumers still need to buy food and household essentials regardless of economic conditions. That defensive characteristic helps Woolworths generate relatively stable earnings and cash flow across market cycles, providing a strong foundation for dividend payments.

    The company has also been investing heavily in technology, supply chain improvements, and its digital capabilities. These initiatives should help strengthen its competitive position and support earnings growth over the long term.

    While dividend yields can fluctuate, Woolworths has a long history of rewarding shareholders through fully franked dividends. Bell Potter expects Woolworths to pay dividends of 91 cents per share in FY26 and 94 cents in FY27. This translates to forward dividend yields of approximately 2.4% and 2.5%, respectively.

    For investors seeking a combination of income and stability, the ASX supermarket stock remains one of the highest-quality dividend stocks on the Australian market.

    Pro Medicus Ltd (ASX: PME)

    For investors seeking capital growth, Pro Medicus continues to stand out as one of the ASX’s premier growth companies. The $18 billion ASX stock has jumped 35% in the past month, but is still 20% down in 2026.

    Pro Medicus develops medical imaging software used by hospitals, healthcare networks, and radiology providers around the world. Its flagship Visage platform allows clinicians to access, analyse, and share medical images quickly and efficiently, helping improve workflow and patient outcomes.

    What makes the ASX stock particularly compelling is the strength of its business model. The company generates high-margin recurring revenue, carries no debt, and consistently converts a large portion of its earnings into cash.

    Just as importantly, demand for advanced medical imaging technology continues to grow. Healthcare providers are handling increasing volumes of imaging data and are seeking faster, more efficient solutions. Pro Medicus has positioned itself at the centre of this trend.

    The company has also built a strong track record of winning major contracts with leading healthcare institutions, particularly in the US. Each new contract expands its customer base and creates opportunities for future growth.

    Macquarie has an outperform rating on the ASX healthcare company, with a $221 target, implying a potential gain of 27%. The analyst team at Morgans is a little less bullish, but still has a buy rating and $210 target price on the shares. This points to a 19% upside over the next 12 months.

    The post One ASX dividend and one ASX growth stock to buy now appeared first on The Motley Fool Australia.

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

    Before you buy Woolworths 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 Woolworths 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 16 June 2026

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    Motley Fool contributor Marc Van Dinther has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Here are the top 10 ASX 200 shares today

    Fancy font saying top ten surrounded by gold leaf set against a dark background of glittering stars.

    The S&P/ASX 200 Index (ASX: XJO) experienced a volatile, but ultimately pessimistic start to the trading week this Monday.

    After last week’s bleak end to the trading week, investors didn’t come back from the weekend with a change of heart, it seems. Despite spending some time in green territory this morning, the ASX 200 ended up closing down 0.14% by the time the closing bell rang today.

    That leaves the index at 8,816.1 points.

    The American markets were closed on Friday night to honour the Juneteenth public holiday. Trading will resume tonight (our time), but for now, Wall Street’s mildly positive performance from Thursday’s session is still the latest data we have out from the ‘States.

    So let’s cut to the chase now and take a look at what was happening amongst the different ASX sectors in today’s tough trading conditions.

    Winners and losers

    Despite the overall loss on the broader market, there were plenty of sectors that made hay today.

    But first, it was tech shares that copped the brunt of the selling. The S&P/ASX 200 Information Technology Index (ASX: XIJ) did not come back from the weekend on a high, with 4.20% of its value going up in smoke.

    Healthcare stocks were out of favour too, with the S&P/ASX 200 Healthcare Index (ASX: XHJ) tanking 1.3%.

    Communications shares gave up an early lead to close lower. The S&P/ASX 200 Communication Services Index (ASX: XTJ) cratered by 1.15% this session.

    Mining stocks weren’t popular either, as you can see by the S&P/ASX 200 Materials Index (ASX: XMJ)’s 0.61% dive.

    We could say something similar for energy shares. The S&P/ASX 200 Energy Index (ASX: XEJ) dipped 0.44% lower this Monday.

    Our last losers today were real estate investment trusts (REITs), with the S&P/ASX 200 A-REIT Index (ASX: XPJ) slipping 0.06%.

    Turning to the green sectors now, it was gold stocks that led the charge higher. The All Ordinaries Gold Index (ASX: XGD) roared up 1.83%.

    Consumer discretionary shares also ran hot, evident from the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ)’s 0.56% jump.

    Financial stocks were in demand too. The S&P/ASX 200 Financials Index (ASX: XFJ) surged 0.5% this Monday.

    Industrial shares didn’t miss out, with the S&P/ASX 200 Industrials Index (ASX: XNJ) leaping up 0.48%.

    Nor did utilities stocks. The S&P/ASX 200 Utilities Index (ASX: XUJ) added 0.32% to its total today.

    Finally, consumer staples shares managed to squeak home unscathed, illustrated by the S&P/ASX 200 Consumer Staples Index (ASX: XSJ)’s 0.06% bump.

    Top 10 ASX 200 shares countdown

    Gold miner Ora Banda Mining Ltd (ASX: OBM) was our top stock on the index this Monday. Ora Banda shares rocketed 6.58% higher this session to close at $1.295 each.

    There wasn’t any news out of the company today, although most gold stocks did very well.

    Here’s the rest of today’s best:

    ASX-listed company Share price Price change
    Ora Banda Mining Ltd (ASX: OBM) $1.30 6.58%
    Fletcher Building Ltd (ASX: FBU) $2.79 4.89%
    Perenti Ltd (ASX: PRN) $2.40 4.80%
    4DMedical Ltd (ASX: 4DX) $4.72 3.96%
    Iluka Resources Ltd (ASX: ILU) $8.13 3.96%
    Helia Group Ltd (ASX: HLI) $5.47 3.40%
    Evolution Mining Ltd (ASX: EVN) $12.96 3.35%
    Genesis Minerals Ltd (ASX: GMD) $6.16 3.36%
    Insurance Australia Group Ltd (ASX: IAG) $8.22 3.01%
    SGH Ltd (ASX: SGH) $44.57 3.00%

    Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

    The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Ora Banda Mining right now?

    Before you buy Ora Banda Mining 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 Ora Banda Mining 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 16 June 2026

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    Motley Fool contributor Sebastian Bowen 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.

  • 3 amazing tech ETFs to buy and hold forever

    A boy wearing a virtual reality headset opens his arms in wonder

    It is fair to say that technology has become one of the strongest forces in global markets over the past decade.

    It is changing how people work, shop, communicate, travel, manufacture goods, run businesses, and manage data.

    That is why tech-focused ASX exchange traded funds (ETFs) can be useful for long-term investors.

    They provide exposure to broad technology themes without relying on a single company to get everything right.

    But which ones could be good options right now?

    Here are three amazing ASX tech ETFs that could be worth considering if you are aiming to buy and hold for a very long time.

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

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

    This fund gives investors exposure to Australian technology companies.

    That makes it quite different from many global technology ETFs, which are dominated by US mega-caps.

    The Betashares S&P/ASX Australian Technology ETF offers local exposure to companies involved in software, online services, payments, digital infrastructure, and technology-enabled business models. This includes WiseTech Global Ltd (ASX: WTC) and Xero Ltd (ASX: XRO).

    The fund has been and will likely remain volatile, because smaller technology companies can move sharply when market sentiment changes. But for investors wanting exposure to home-grown innovation, this ASX ETF could be a compelling long-term option.

    It was recently recommended by analysts at Betashares.

    Betashares Asia Technology Tigers ETF (ASX: ASIA)

    Another ASX tech ETF to consider for the long-term is the Betashares Asia Technology Tigers ETF.

    Asia is central to the global technology ecosystem. The region is home to major semiconductor companies, ecommerce platforms, digital payment networks, gaming businesses, hardware manufacturers, and online services used by over a billion people.

    This gives the Betashares Asia Technology Tigers ETF a powerful long-term theme.

    It provides easy access to the companies building and serving the digital economies of countries such as Taiwan, South Korea, China, and India. This includes Tencent (SEHK: 700) and Baidu (NASDAQ: BIDU).

    The fund can be more volatile than a broad global ETF because it is concentrated in one region and one sector. Investors also need to be comfortable with currency, regulatory, and geopolitical risks. But the long-term opportunity remains significant.

    Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)

    A third ASX tech ETF to look at is the Betashares Global Robotics and Artificial Intelligence ETF.

    As its name implies, it gives investors exposure to the physical side of the technology revolution.

    Artificial intelligence receives plenty of attention, but the real-world application of technology often requires machines, sensors, automation systems, industrial software, and robotics.

    That is where this ETF comes in. It invests in companies involved in robotics, automation, artificial intelligence, and related technologies. These tools can help factories become more efficient, warehouses move faster, healthcare systems improve precision, and businesses reduce reliance on repetitive manual processes.

    Its holdings include Intuitive Surgical (NASDAQ: ISRG) and Keyence Corp.

    The long-term case is easy to understand. Many industries are looking for ways to improve productivity, deal with labour shortages, and make better use of data. Robotics and artificial intelligence can help solve those problems.

    The post 3 amazing tech ETFs to buy and hold forever appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Betashares Capital – Asia Technology Tigers Etf right now?

    Before you buy Betashares Capital – Asia Technology Tigers Etf 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 Betashares Capital – Asia Technology Tigers Etf 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 16 June 2026

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    Motley Fool contributor James Mickleboro has positions in Betashares Capital – Asia Technology Tigers Etf, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Baidu, Intuitive Surgical, Tencent, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2028 $520 calls on Intuitive Surgical and short January 2028 $530 calls on Intuitive Surgical. The Motley Fool Australia has positions in and has recommended WiseTech Global and Xero. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.