Category: Stock Market

It was a difficult month for Aussie investors, with the S&P/ASX 200 Index (ASX: XJO) crashing 3% during the period.

Unfortunately, that decline wasn’t anywhere near as bad as what some ASX 200 shares recorded. Here’s why these shares fell 10% or more during November:

Bendigo and Adelaide Bank Ltd (ASX: BEN)

The Bendigo and Adelaide Bank share price was down 19.1% in November. This reflects weakness in the banking sector after the release of the results of an investigation by Deloitte into suspicious activity. The investigation, which was initiated by the bank, concluded that deficiencies existed regarding the bank’s approach to the identification, mitigation and management of money laundering (ML) and terrorism financing (TF) risk. The bank stated: “The Board is very disappointed with the findings and is fully committed to ensuring that the Bank undertakes the necessary enhancements to its systems, processes and frameworks to ensure it is fully compliant with its obligations.” In addition, the release of a disappointing first quarter update weighed on investor sentiment.

Commonwealth Bank of Australia (ASX: CBA)

The CBA share price lost 11.2% of its value during the month. This was driven by the release of its first quarter result. CBA reported operating income growth of 3% and a 1% lift in cash net profit after tax to $2.6 billion. While not a bad result, it just wasn’t enough to justify its premium valuation. CBA’s CEO, Matt Comyn, also spoke cautiously about its outlook. He said: “We are closely watching the increased competitive intensity and implications across the financial system, and we will continue to adjust our settings as appropriate. The Australian economy remains resilient. Economic growth is recovering and disposable income is rising for many households. We remain focused on our strategy to build a brighter future for all.”

DroneShield Ltd (ASX: DRO)

The DroneShield share price had a month to forget in November and crashed 48.3% lower. The catalyst for this was news that insiders sold down their holdings. This includes its CEO, Oleg Vornik, who offloaded approximately 14.8 million shares through an on-market trade for a total consideration of $49.5 million. But it is worth remembering that he retains a significant amount of vested and unvested equity in the business. As a result, it is fair to say that his interests remain firmly aligned with shareholders.

TechnologyOne Ltd (ASX: TNE)

The TechnologyOne share price was a poor performer and sank 18.4% last month. This was despite the enterprise software company delivering another record full year result for FY 2025. In fact, TechnologyOne outperformed its guidance, announced a special dividend, and reiterated its 2030 $1 billion+ annualised recurring revenue (ARR) target. However, it seems that some investors were expecting even stronger ARR growth for the 12 months and were quick to hit the sell button.

The post Why these ASX 200 shares crashed 10%+ in November appeared first on The Motley Fool Australia.

More reading

• 2 ASX 200 tech shares to buy following sector sell-off
• These fantastic ASX 200 tech shares look far too cheap
• ASX 200 tech shares fight back after 10 weeks of decline
• 5 ASX 200 large-cap shares re-rated by Morgans
• What’s driving the dramatic drop in ASX 200 tech shares?

Motley Fool contributor James Mickleboro has positions in Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended DroneShield and Technology One. The Motley Fool Australia has positions in and has recommended Bendigo And Adelaide Bank. 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 S&P/ASX 200 Index (ASX: XJO) was out of form in November and crashed 3% lower.

While this was disappointing, not all ASX 200 shares fell with the market.

For example, these popular shares managed to rise 10% or more during the month. Here’s why:

Domino’s Pizza Enterprises Ltd (ASX: DMP)

The Domino’s Pizza share price had a strong month and raced 16.7% higher during the month. This strong gain is likely to have been driven by recent speculation that Bain Capital was planning to make a takeover offer that valued the pizza chain operator at $4 billion. And while Domino’s advised that it hadn’t received an approach, some investors appear to believe there’s no smoke without fire. In addition, a positive trading update during the month gave its shares an extra lift.

Flight Centre Travel Group Ltd (ASX: FLT)

The Flight Centre share price rose 10% in November. This was driven by the release of a trading update from the travel agent giant ahead of its annual general meeting. Flight Centre’s founder and managing director, Graham Turner, revealed that the company has started the financial year positively. He commented: “FY26 is off to a positive start, with first-quarter results and preliminary October trading data confirming momentum across both corporate and leisure segments.” The company’s leader also provided the market with guidance for the full year. He advised that profit before tax is expected to be up by 5.5% to 17.6% year on year for FY 2026.

Pilbara Minerals Ltd (ASX: PLS)

The Pilbara Minerals share price was a standout performer on the ASX 200 index last month with a gain of 22.7%. This is likely to have been driven by a rise in lithium prices in China. In the middle of the month, the Spodumene Concentrate Index (CIF China) price was up to US$1,024 per tonne. This meant that it was up more than 20% over previous month. The battery making ingredient was boosted by news that China will be providing new support to its electric vehicle industry.

Web Travel Group Ltd (ASX: WEB)

The Web Travel share price was on form and rose 14.1% in November. This travel technology company’s shares raced higher last month following the release of its half year results. The WebBeds owners reported an 18% increase in bookings to 5.1 million, a 22% lift in total transaction value (TTV) to a record of $3.17 billion, and a 17% rise in underlying EBITDA to a record of $81.7 million. The company’s managing director, John Guscic, was rightfully pleased with the six months. In response, Guscic said: “WebBeds continues to deliver world class TTV growth. We reported $3.2 billion TTV for the first 6 months of the financial year, 22% more than the same period last year, driven by the significant above-market growth coming through in our top 3 regions, particularly the Americas.”

The post These ASX 200 shares rocketed 10%+ higher in November appeared first on The Motley Fool Australia.

More reading

• These are the 10 most shorted ASX shares
• 5 things to watch on the ASX 200 on Monday
• ASX 200 tech shares fight back after 10 weeks of decline
• Here’s the average Australian superannuation balance at 50
• Here are the top 10 ASX 200 shares today

Motley Fool contributor James Mickleboro has positions in Domino’s Pizza Enterprises and Web Travel Group Limited. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Domino’s Pizza Enterprises. The Motley Fool Australia has recommended Domino’s Pizza Enterprises and Flight Centre Travel Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Treasury Wine Estates Ltd (ASX: TWE) shares are taking a tumble today.

Shares in the S&P/ASX 200 Index (ASX: XJO) global wine company closed on Friday trading for $5.82. In morning trade on Monday, shares are changing hands for $5.61, down 3.6%.

For some context, the ASX 200 is just about flat at this same time.

Here’s what’s got investors reaching for their sell buttons.

What’s happening with Treasury Wine shares today?

Treasury Wine shares are underperforming today after the company announced that it expects to recognise a non cash impairment of its United States-based assets.

When the company released its 2025 Annual Report, management said that an 11% decrease in future cash flows in the Americas business of 11% per year over the forecast period would “reduce impairment headroom to nil”.

Today, the global wine company reported that amid further moderation in US wine category trends, it has “applied more conservative long-term market growth assumptions”.

The new assumptions have reduced Treasury Wine’s long-term earnings growth rates, which management noted will impact carrying values within the Treasury Americas and Treasury Collective, which are the Americas cash generating units.

The final impairment amount and allocation to assets will be concluded as part of the 2026 interim results; however, it is expected that the impairment will result in at least all goodwill ($687.4m at 30 June 2025) currently carried in the Americas being written off, with potential to impact other assets.

The company noted that a number of its larger brands, including DAOU, Frank Family Vineyards, and Matua, continue to grow ahead of the market.

But Treasury Wine shares have come under renewed pressure with the company stating:

The final impairment amount and allocation to assets will be concluded as part of the 2026 interim results, however it is expected that the impairment will result in at least all goodwill ($687.4 million at 30 June 2025) currently carried in the Americas being written off, with potential to impact other assets.

What else has been pressuring the ASX 200 wine company?

On 13 October, management withdrew FY 2026 earnings guidance, citing continued uncertainty in its core markets of the US and China.

“Given the uncertainty that remains as to the outlook, TWE is not in a position to provide revised guidance at this point in time,” management noted. Shares closed down 15% on the day.

Today, Treasury Wine said that following Sam Fischer’s commencement as CEO, the company will host an investor conference call in mid-December, which will include a progress update on performance in key markets, including China and the US.

With today’s intraday losses factored in, Treasury Wine shares are down 50.5% in a year. Losses which will have only been modestly eased by the two partly franked dividends the company paid eligible stockholders over the 12 months.

At the current share price, Treasury Wine trades on a 7.1% partly franked trailing dividend yield.

The post Down 50% in a year, why are Treasury Wine shares sinking on Monday? appeared first on The Motley Fool Australia.

More reading

• Why today’s cheap ASX shares could double my money during the next bull market
• Are Treasury Wine shares a buy, now they are at 10-year lows?
• Why did the ASX 200 dive to a near six-month low last week?
• Leading broker names 1 ASX 200 share to buy and 1 to hold

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

A couple of Australia’s most popular ASX 200 tech stocks are in the spotlight on Monday.

They are both charging higher in morning trade after the release of positive announcements.

Here’s what you need to know:

Nextdc Ltd (ASX: NXT)

The NextDC share price is up almost 5% to $14.21 on Monday after the data centre operator released an update on its contracted utilisation.

According to the release, following recent customer contract wins, NextDC’s pro forma contracted utilisation has increased by 71MW or 29% since 30 June to 316MW.

As a result of these customer contract wins, the ASX 200 tech stock pro-forma forward order book has increased by 53% to 205MW since 30 June.

Management notes that the pro-forma forward order book is expected to progressively convert to billings and revenue over the period FY 2026 to FY 2029.

In addition, the company provided an update on its FY 2026 capital expenditure guidance.

It revealed that its guidance has been increased by $400 million as it accelerates a proportion of its planned inventory expansion, with the additional capex required to build and deploy capacity for the new customer contracts:

This has seen its capital expenditure guidance lift to the range of $2,200 million to $2,400 million from $1,800 million to $2,000 million.

Its FY 2026 net revenue and underlying EBITDA guidance remain unchanged.

Pro Medicus Ltd (ASX: PME)

The Pro Medicus share price is up 2.5% to $272.85 after the health imaging technology provider announced another new contract win.

Pro Medicus’ U.S. subsidiary, Visage Imaging, has signed an additional $25 million, seven-year contract with BayCare. It is the leading health care system in the Tampa Bay and central Florida regions of the United States.

The contract will add the ASX 200 tech stock’s cloud-based Visage 7 Open Archive to the existing Visage 7 Viewer and Visage 7 Workflow contract signed in February 2025. This will provide BayCare with a full stack solution that is targeted to go-live in first quarter of calendar year 2026.

Commenting on the contract win, Pro Medicus CEO’s, Dr Sam Hupert, said:

This deal confirms our belief that there is a material opportunity for us to sell Visage 7 Open Archive to new and existing customers such as BayCare. In doing so, we not only enable them to fully transition their on-premise infrastructure to cloud, we provide them with the most performant, scalable and cost-effective archive solution.

The post 2 ASX 200 tech stocks racing higher on big news appeared first on The Motley Fool Australia.

More reading

• ASX 200 tech shares fight back after 10 weeks of decline
• 3 ASX growth shares that could be future giants
• 5 ASX 200 large-cap shares re-rated by Morgans
• The unstoppable ASX stocks powering the AI revolution
• Macquarie reveals ASX 200 share tips in each market sector for 2026

Motley Fool contributor James Mickleboro has positions in Nextdc and Pro Medicus. 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.

ASX All Ords gold stock Strickland Metals Ltd (ASX: STK) is slipping today.

Strickland Metals shares closed on Friday trading for 20 cents. In morning trade on Monday, shares are swapping hands for 19.7 cents apiece, down 1.5%.

For some context, the All Ordinaries Index (ASX: XAO) is up 0.1% at this same time.

Despite today’s intraday dip, the Strickland Metals share price is up a jaw-dropping 146.3% in 12 months. Or enough to turn an $8,000 investment into $19,704.

Here’s what’s catching investor interest today.

ASX All Ords gold stock hits new targets

Strickland Metals shares have yet to get a fresh lift after the miner reported promising new exploratory drilling results from its Kotlovi Prospect, returning a series of high-grade gold intercepts.

Highlights from one hole returned 34.9 metres at 2.2g/t Au [grams of gold per tonne] from 324.2 metres, including 14 metres at 4.1g/t Au from 328.2 metres.

The emerging new discovery sits within the ASX All Ords gold stock’s 100%-owned 7.4 million ounce gold equivalent (AuEq) Rogozna Gold and Base Metals Project, located in Serbia.

The miner said it has received assays for multiple recently completed drill-holes at the Kotlovi Prospect, noting the new prospect was discovered in scout drilling in 2024, just 350 metres west of the 1.28 million ounce AuEq Medenovac deposit.

Strickland has now defined mineralisation along a 300 metre strike, which remains open in all directions.

The ASX All Ords gold stock reported that drilling continues apace. Strickland has seven rigs operating across its Rogozna Project. Assay results are still pending for multiple holes, with management expected to release further results in the coming weeks.

What did management say?

Commenting on the ASX All Ords gold stock’s new drill results today, Stickland managing director Paul L’Herpiniere, said, “Kotlovi is continuing to shape up as an important new discovery at Rogozna, with the potential to make a significant contribution to the project’s overall growth trajectory.”

L’Herpiniere added:

These latest drill results have further expanded the known mineralisation, which now extends over a 300 metre strike length. Several holes have now returned thick zones of strong mineralisation, with the mineralised zone still open in all directions offering further significant upside.

Given its strategic location just 350 metres from the 1.28 million ounces of gold equivalent Medenovac Deposit and the growing scale of the mineralisation, Kotlovi looks like it will feature prominently in our ongoing drilling and development plans.

Strickland said it remains well-funded, with cash and liquids totalling $41.8 million at 30 September.

The post Up 146% in a year, ASX All Ords gold stock reveals ‘significant upside’ exploration results appeared first on The Motley Fool Australia.

More reading

• Guess which ASX All Ords gold stock is leaping 12% on big Serbian news
• Why Breville, Flight Centre, Mineral Resources, and Strickland shares are shooting higher

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

At the start of each week, I like to look at ASIC’s short position report to find out which shares are being targeted by short sellers.

This is because I believe it is well worth keeping a close eye on short interest levels as high levels can sometimes be a sign that something isn’t quite right with a company.

With that in mind, here are the 10 most shorted shares on the ASX this week according to ASIC:

• Boss Energy Ltd (ASX: BOE) retains the top spot for another week with short interest of 21.7%. This is up slightly week on week. Short sellers are betting on the uranium miner’s production beyond 2026 falling short of expectations.
• Domino’s Pizza Enterprises Ltd (ASX: DMP) has seen its short interest ease again to 14.4%. Short sellers have been closing positions in a hurry after this pizza chain operator was the subject of takeover speculation.
• Paladin Energy Ltd (ASX: PDN) has short interest of 12.8%, which is up since last week. This may be due to production ramp-up concerns.
• Guzman Y Gomez Ltd (ASX: GYG) has short interest of 12.3%, which is up since last week. Short sellers have been building positions possibly on valuation concerns and in response to the burrito seller’s poor start to life in the United States market.
• IDP Education Ltd (ASX: IEL) has 11.6% of its shares held short, which is down week on week. This appears to be due to concerns that this language testing and student placement company will continue to underperform due to unfavourable student visa changes.
• Pilbara Minerals Ltd (ASX: PLS) has short interest of 10.9%, which is down week on week again. An oversupply of lithium has weighed heavily on the industry in recent years.
• PWR Holdings Ltd (ASX: PWH) has short interest of 10.6%, which is down week on week. This motorsport products company is going through a lengthy transitional period that is weighing on its profits.
• Telix Pharmaceuticals Ltd (ASX: TLX) shares are back in the top ten with short interest of 10.4%. This biotech company has been hit with FDA approval delays this year.
• Flight Centre Travel Group Ltd (ASX: FLT) has short interest of 9.9%, which is down since last week. Short sellers may have been closing positions after the travel agent revealed a positive start to FY 2026.
• Polynovo Ltd (ASX: PNV) has short interest of 9.8%, which is down since last week. This medical device company’s shares trade on sky-high multiples and short sellers don’t appear to believe it is justified.

The post These are the 10 most shorted ASX shares appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• Buy, hold, sell: Aristocrat, Domino’s, and Temple & Webster
• Macquarie reveals ASX 200 share tips in each market sector for 2026
• Which ASX dividend shares are brokers recommending to clients?
• Here are the top 10 ASX 200 shares today

Motley Fool contributor James Mickleboro has positions in Domino’s Pizza Enterprises. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Domino’s Pizza Enterprises, PWR Holdings, and PolyNovo. The Motley Fool Australia has positions in and has recommended PWR Holdings. The Motley Fool Australia has recommended Domino’s Pizza Enterprises, Flight Centre Travel Group, IPH Ltd , and PolyNovo. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

This S&P/ASX 200 Index (ASX: XJO) tech stock has snapped back to life this past week. The Life360 Inc (ASX: 360) share price finished last week at $40.43, gaining 10.7% for the week.  

That’s still a long way away from its peak of $55.87 at the start of October. This past month, the ASX tech share has lost 19% of its value, but it remains 64% higher over the past 12 months.

Bumpy rally ahead?

This year has been a volatile one for Life360. The latest spurt is propelled by renewed investor faith and strong results. However, analysts caution that the next rally might be bumpy as this ASX 200 stock is shifting its business model.

Life360 has grown from a family-tracking app to a global subscription platform. Monthly active users now exceed 92 million, paying circles are growing rapidly, and the company is experiencing both higher profitability and robust operating cash flow.

Rapid international expansion

With only a fraction of its global user base monetised and new advertising just beginning, Life360 has substantial growth potential. The business is expanding rapidly across the US and internationally, underpinned by subscription growth, rising average revenue per user, and expanding premium features.

This is reflected in the latest results, with third-quarter revenue rising 34% year over year to US$124.5 million and a sharp increase of 319% in operating cash flow to US$26.4 million. In addition, its adjusted EBITDA surged 174% to US$24.5 million.  

Management of Life360 also announced user growth, an important indicator for investors that subscription demand remains durable. Those fundamentals triggered an immediate rally in this ASX 200 tech stock.

Privacy and regulatory friction

Still, the rebound hasn’t been a clean sprint and halted in November. The stock plummeted after Life360 revealed the $120 million acquisition of ad-tech firm Nativo. Investors reacted warily as they viewed the deal as a signal that the company is leaning harder into advertising.

This is a lower-margin, harder-to-execute line of business. Advertising also carries privacy and regulatory friction. Monetising location data at scale invites scrutiny, while the integration of ad-tech teams will prove difficult. It will be challenging for Life360 to prove that ad revenue will be sticky and profitable.

Analysts’ outlook

After its strategic change, several brokers lowered their price targets for this ASX 200 tech stock, though they remain optimistic overall. While most analysts still recommend buying the stock, opinions differ on how much the new advertising strategy will improve margins and boost free cash flow.    

The average 12-month price target for the $6.6 billion tech company is close to $49.80. This suggests a 24% upside for this ASX 200 tech stock. Bell Potter is more bullish on the company’s outlook. It recently put a buy rating and $52.50 price target on Life360.

The post After springing back to life, how far can this ASX 200 tech stock climb? appeared first on The Motley Fool Australia.

More reading

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• Bear market alert: ASX 200 tech shares down 24% since September peak

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 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.

The S&P/ASX All Ords Index (ASX: XAO) closed at 8,918.7 points on Friday, up 0.075% for the week and up 2.5% over 12 months.

Experts have called out two ASX All Ords shares that they think are great buys with substantial potential upside ahead.

Let’s take a look.

Suncorp Group Ltd (ASX: SUN)

The Suncorp share price tumbled to a 52-week low of $17.54 on Friday.

The ASX All Ords financial share has fallen 24% over the past 12 months.

UBS reiterated its buy rating on Suncorp shares last week despite reducing its forecast earnings for the insurer.

The broker made changes to its forecast due to a sharp increase in natural disaster claims in Australia and New Zealand.

As reported on sharecafe, UBS expects that Suncorp will exceed its FY26 catastrophe budget by $580 million.

This has led to a 31% reduction in the broker’s forecast FY26 earnings per share (EPS) to 88 cents.

UBS has also reduced its EPS forecast for FY27 by 1% to $1.27 per share.

Potential mitigations may include continued increases in home and car insurance premiums during 2H FY26 and into 1H FY27.

The broker reduced its share price target from $23.15 to $22 following its earnings forecast downgrade.

The lower price target still implies a healthy potential upside of 25% over the next 12 months.

betr Entertainment Ltd (ASX: BBT)

The betr Entertainment share price hit a new 52-week low of 21 cents on Friday, down 25% over the past year.

Morgans maintained a buy rating on this ASX All Ords consumer discretionary share after its 1Q FY26 update.

The sports and racing betting group reported $363 million in turnover for the first quarter, up 27% on the prior corresponding period.

The broker said:

BETR Entertainment (BBT) reported a solid first quarter, delivering results modestly ahead of expectations across key metrics despite unfavourable sporting outcomes in September.

Turnover, gross win, and net win margins all exceeded forecasts, supported by improved customer engagement and product mix.

We take encouragement that the recent lift in brand and product investment is now translating into operating momentum.

The balance sheet remains in a strong position, providing flexibility to pursue both organic and inorganic growth opportunities.

At betr’s annual general meeting last week, executive chair Matthew Tripp said:

The Company enters FY26 in its strongest position to date, with the foundations in place to support disciplined, sustainable growth…

Our key trading metrics confirm the new scale of the business with record levels of turnover and sustained growth more than one year on since the BlueBet/betr migration.

Morgans has a price target of 43 cents on betr Entertainment, implying the ASX All Ords share could double over the next year.

The post Experts say buy: 2 ASX All Ords shares at 52-week lows appeared first on The Motley Fool Australia.

More reading

• Why Harvey Norman, Mirvac, Qube, and Suncorp shares are falling today
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• Suncorp shares slump 16% this year: Are they a buy, hold or sell?

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 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.

When you’re retired, investing becomes less about chasing the highest possible return and more about finding stability, reliability, and income.

That’s where exchange-traded funds (ETFs) shine.

They offer instant diversification, lower risk than individual shares, and the comfort of knowing your portfolio is spread across many high-quality companies.

If you are looking for ASX ETFs that can help protect capital while still delivering steady returns, the three listed below could be excellent options. Here’s what you need to know about them:

Vanguard Australian Shares High Yield ETF (ASX: VHY)

For retirees who rely on dividends to help fund everyday expenses, the Vanguard Australian Shares High Yield ETF remains one of the most popular ETF choices on the ASX.

This fund targets Australian shares with above-average forecast dividend yields, giving investors broad exposure to income-rich sectors like financials, resources, and telecommunications.

Its current holdings include BHP Group Ltd (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), and Telstra Group Ltd (ASX: TLS). These are three of the most dependable dividend payers on the market. They generate substantial cash flow, operate entrenched market positions, and have long histories of returning profits to shareholders.

At present, this ASX ETF trades with a dividend yield of 4.2%.

iShares Global Consumer Staples ETF (ASX: IXI)

Consumer staples are some of the most defensive companies in the world, and the iShares Global Consumer Staples ETF wraps them into a single, highly resilient ETF. It invests in global giants that sell products people continue buying regardless of economic conditions. Think groceries, beverages, household essentials, and healthcare items.

Its holdings include Walmart (NYSE: WMT), Coca-Cola (NYSE: KO), and Nestlé (SWX: NESN). These are companies with enormous scale and predictable demand. Whether the economy is booming or struggling, these businesses generate steady earnings, which is why they tend to hold up far better than growth stocks during market downturns.

For retirees who want international diversification and smoother returns, this fund offers a calm, defensive anchor for any portfolio.

Betashares Global Cash Flow Kings ETF (ASX: CFLO)

Finally, the Betashares Global Cash Flow Kings ETF takes a quality-first approach by investing in global stocks that generate strong, consistent free cash flow.

These are companies with the financial muscle to reinvest in growth, maintain dividends, and weather economic uncertainty. Its holdings include names such as Alphabet (NASDAQ: GOOGL), Palantir Technologies (NASDAQ: PLTR), and Visa (NYSE: V), which all produce significant excess cash beyond their operating needs.

This cash-centric strategy helps filter out speculative or unprofitable businesses, giving retirees exposure to global growth without unnecessary volatility. It was recently named as one to consider buying by analysts at Betashares.

The post 3 ASX ETFs perfect for retirees seeking peace of mind 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 positions in and has recommended Alphabet, Palantir Technologies, Visa, and Walmart. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Nestlé. The Motley Fool Australia has positions in and has recommended Telstra Group and iShares International Equity ETFs – iShares Global Consumer Staples ETF. The Motley Fool Australia has recommended Alphabet, BHP Group, Vanguard Australian Shares High Yield ETF, and Visa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Wilsons Advisory says the major pullback in ASX 200 tech shares has been overdone, and recommends buying two stocks right now.

As we reported last week, the S&P/ASX 200 Information Technology Index (ASX: XIJ) is now 22% lower than its September peak.

The ASX 200 tech stock index hit a record 3,060.7 points on 19 September. On Friday, it closed at 2,370 points, down 22% in just 10 weeks.

Meanwhile, the S&P/ASX 200 Index (ASX: XJO) has dipped by just 1.8% over the same period.

Here are the two ASX 200 tech shares that Wilsons Advisory recommends.

2 ASX 200 tech shares to buy now

Wilsons Advisory equity strategist Greg Burke says it’s mainly domestic factors putting a drag on ASX 200 tech shares of late.

In the meantime, he recommends we look for the opportunities. Helpfully, he names those opportunities in a new article.

Wilsons Advisory’s preferred large-cap ASX 200 tech shares are TechnologyOne Ltd (ASX: TNE) and Xero Ltd (ASX: XRO).

Why buy Xero shares?

Xero is an accounting Software-as-a-Service (SaaS) provider.

The Xero share price closed at $122.25 on Friday, down 0.73%.

The second-largest ASX 200 tech share has fallen 24.8% since 19 September and is down 27% in the year to date.

Burke notes that the market has been cautious on Xero’s acquisition of Melio, which he says is likely to remain loss-making in the medium term.

… we see the acquisition as strategically important.

Melio broadens XRO’s product offering, deepens its North American presence, and strengthens its ability to compete with Intuit Inc (NASDAQ: INTU), while also unlocking additional growth levers such as enhanced cross-sell opportunities.

Burke said Xero’s forward EV/EBITDA has “de-rated sharply” from about 38x in July to about 24x today – the lowest on record. 

He compares the value on offer with Xero shares versus US rival, Intuit, which owns the popular Quickbooks accounting program.

While XRO still trades at a ~20% premium to Intuit, this is materially below its two-year average of ~47% (since XRO’s profitability pivot).

Given XRO’s three-year EBITDA compound annual growth rate (CAGR) of 23% versus Intuit’s 14%, the market is currently assigning too small a premium, in our view.

Put another way, on a growth-adjusted basis, XRO appears undervalued relative to Intuit, with an EV/EBITDA-to-growth ratio of ~1.0x versus Intuit at ~1.4x.

Overall, with the growth story remaining firmly intact, XRO offers attractive value at current levels.

Why buy TechnologyOne shares?

TechnologyOne is also a SaaS provider but specialises in enterprise resource planning (ERP).

The TechnologyOne share price closed at $30.10 on Friday, down 0.07%.

The third-largest ASX 200 tech share has dropped 21.5% since 19 September and 1.7% in the year to date.

Burke says this presents “a rare opportunity to invest into one of the ASX’s highest-quality earnings compounders at a relatively attractive valuation”. 

The strategist explains:

The decline in TNE’s share price following its result largely reflects the correction of its supernormal valuation – with forward P/E having recently peaked at ~90x – leaving effectively no margin for even a very modest miss at reporting.

Most importantly, TNE continues to execute exceptionally well, and our conviction in the outlook remains as positive as ever. 

Ultimately, we believe TNE warrants a P/E premium to both its own history and IT peers, supported by structural improvements in its growth trajectory (now a high-teens EPS grower) and its earnings quality (now predominately recurring), as well as our confidence in management’s ability to deliver against consensus over the medium term.

Burke said Canaccord Genuity Research has a 12-month price target of $42.15 on TechnologyOne shares.

This implies a potential 40% upside for investors who buy today.

The post 2 ASX 200 tech shares to buy following sector sell-off appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Intuit, Technology One, and Xero. The Motley Fool Australia has positions in and has recommended Xero. 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.