Category: Stock Market

Most investors who come to the ASX seeking passive income from dividends end up buying stocks like National Australia Bank Ltd (ASX: NAB) or Telstra Group Ltd (ASX: TLS).

Whilst there’s nothing wrong with buying blue chip stocks like NAB or Telstra, these shares are currently trading on rather low dividend yields, at least compared to what has, on average, been on offer in years gone by.

That’s why I think passive income seekers might want to consider an exchange-traded fund (ETF) instead.

The BetaShares Dividend Harvester Active ETF (ASX: HVST) is currently trading on a trailing dividend yield of 5.86%.

What’s more, this passive income stock pays out a dividend 12 times a year. Yep, HVST owners get a passive income paycheque every single month. Our 5.86% yield figure includes the 6.52 cents per share dividend distribution due in the middle of this month, for an annual 2025 total of 77.96 cents per unit.

However, whilst this ETF might suit investors looking to get a high yield, it might not be suitable for everyone. Let’s check out how the Dividend Harvester ETF manages to bring in such a sizeable yield.

How does this ASX passive income stock provide its 5.86% yield?

This ASX ETF is not your ordinary, index-hugging passive investment. Instead of holding a relatively consistent portfolio, HVST follows a ‘dividend harvesting’ strategy, as its name implies. This involves buying a passive income stock like Telstra or NAB after it announces a dividend but before it trades ex-dividend. The fund then collects the payout, and later sells the stock, using proceeds to buy its next income payer.

In this way, HVST can provide a relatively large dividend yield to its investors. However, there is a catch.

Buying and selling stocks just to collect dividends doesn’t usually leave any room for capital growth or compounding. As a result, HVST’s overall returns tend to underperform the broader market. In other words, the higher dividends don’t make up for the lost share price appreciation.

To illustrate, HVST units returned a total of 8.82% over the 12 months to 31 October 2025. In contrast,  a simple ASX index fund, the Vanguard Australian Shares Index ETF (ASX: VAS), has returned 12.63% over the same period.

There’s also the cost to consider. HVST’s passive income strategy doesn’t come cheap. Whilst VAS charges a management fee of 0.07% per annum, HVST will set an investor back 0.72% per annum.

As such, the Betashares Dividend Harvester Active ETF might be a good fit for those investors prioritising dividend income. But perhaps not for investors looking for the best overall returns for their portfolios.

The post This ASX passive income share offers a 5.86% yield. Here’s how! appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen has positions in Vanguard Australian Shares Index ETF. 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 positions in and has recommended Telstra Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Recent share market volatility has led to multiple ASX growth shares dropping significantly in value, giving investors an opportunity to pick them up for a much lower price.

Buying at a lower price doesn’t mean it’s going to recover in the next week (or month) of course, but focusing on growing businesses means we’re more likely to focus on a company that could see its share price rebound at some point.

I believe both of the companies I’m about to highlight are two of the most compelling non-tech ASX growth shares with international growth intentions.

Breville Group Ltd (ASX: BRG)

Breville sells an array of small kitchen appliances and it’s best known for its coffee machines. It owns a few different brands including Breville, Sage, Lelit and Baratza. It also sells coffee beans through its Beanz business.

As the chart below shows, it’s down more than 20% since January 2025 following the developments with US tariffs, so the company has been working hard to move its manufacturing of US products away from China, with a focus on Mexican production.

The ASX growth share delivered revenue and net profit growth of more than 10% in FY25. I’m expecting attractive growth rates to continue in FY27 and onwards.

I believe there could be more adoption of coffee-at-home consumption globally in the coming years, particularly if expansion markets (for Breville) like China, the Middle East and South Korea help materially.

According to the forecast on Commsec, the business could grow earnings per share (EPS) by 13% in FY27, putting it at 28x FY27’s estimated earnings.

Guzman Y Gomez Ltd (ASX: GYG)

GYG is a Mexican food restaurant business with more than 225 locations in Australia and more than 260 globally.

At the end of the FY26 first quarter, it had 227 Australian locations, 22 Singapore restaurants, five Japan locations and seven US restaurants. I’m expecting those numbers to rise in the medium-term.

The ASX growth share has a long-term goal of 1,000 restaurants in Australia over the next two decades, which would be more than a quadrupling over the period. Economies of scale could mean the ASX growth share achieves stronger profit margins over time, significantly boosting the bottom line.  

I think restaurant growth alone could be a stronger driver of the company’s success in the coming years. In the FY26 first quarter, it reported network sales growth of 18.6%, with mid-single digit comparable sales growth across the business.

If Asian network sales can continue growing at a strong double-digit pace over the long-term, GYG could surprise the market and become significantly larger overall.  

With the company willing to provide shareholders with both dividends and a share buyback, I think the ASX growth share looks attractive after falling more than 40% since the start of the year, as the above chart shows.

The post 2 ASX growth shares to buy now while they’re on sale appeared first on The Motley Fool Australia.

More reading

• Top brokers name 3 ASX shares to buy today
• Macquarie tips 28% upside for Breville shares
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• Macquarie says buy this ASX 200 stock for 30%+ return
• Why Catapult, Collins Foods, Guzman Y Gomez, and Pantoro shares are falling today

Motley Fool contributor Tristan Harrison has positions in Breville Group and Guzman Y Gomez. 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.

If you’re a fan of dividend investing as a share market strategy, you might have heard of the term ‘snowball’ to describe the process of building up a stream of passive income from ASX dividend shares.

It refers to the obvious reputation of a snowball rolling down the hill, growing exponentially larger as it collects ever more snow. It’s an apt metaphor for how successful dividend investing can work.

The process is simple. First, an investor buys an ASX dividend share that consistently pays out income every six months (or every quarter or every month in some cases).

The investor then adds to the position when they can. But they also reinvest any dividends they receive back into buying more shares. Now that the investor has more shares to their name, the next time a dividend is paid out, they receive even more dividend income. The process is repeated, and the snowball grows ever larger. Eventually, it will be so large that it can help make our investor fabulously wealthy, and perhaps even fund an early retirement.

That’s the idea, anyway.

But today, I thought it would be worthwhile to go through how this might actually look in action.

How to get your ASX dividend snowball rolling

We’ll use a hypothetical company for this exercise, just to keep things simple. We’ll assume that our company starts at $1 per share, and pays out a 4 cents per share dividend in its first year, which we will dutifully reinvest to buy more shares.  Every year, its dividend will increase by 4%, and its share price by 5%, which is roughly in line with what the S&P/ASX 200 Index (ASX: XJO) has historically delivered.

After investing a hypothetical ‘life savings’ of $15,000 in our first year, we committed to buying an additional 3,000 shares every year. Our rising salary from our day jobs will hopefully help in this regard, given that the cost of buying 3,000 shares will go up 5% annually.

Here’s what it looks like if an investor follows this pattern for 35 years:

Passive income compounding in action

As you can see, the effects of compounding start slowly, but become more and more powerful as time goes on. To illustrate, between our first and second year, our investor only got a $172.57 passive income pay rise. But between years 34 and 35, the increase was worth almost $4,000 alone.

Another thing to note is that our investor laid down just over $285,000 in capital over this 35-year period. Yet by the end of it, they had a portfolio worth $1.76 million, spitting out more than $50,000 in passive income annually. That’s your snowball in action.

Finally, it is worth noting that this model assumes many things for the benefits of simplification, which aren’t accurate to real-life investing. For one, share prices do not go up like clockwork every year. Nor do dividend payments in most cases. One year might see a share rise 12%, only to fall by 8% the next. But for quality companies, and every ASX index fund, the long-term trajectory has always been up. As you can see above, the sooner you start investing in quality stocks or index funds, the wealthier you will be, and the more passive income you will bring in.

The post ASX dividend shares: How to snowball your passive income appeared first on The Motley Fool Australia.

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• Here are the top 10 ASX 200 shares today

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.

After multiple rate cuts by the RBA in 2025, I think this could be a good time to look at high-yield ASX dividend stocks for income.

Term deposit interest rates have reduced, making the yields on offer from some businesses much more appealing.

Some businesses with higher yields can be a risk if those payouts are cut. What’s the appeal of an ‘income stock’ if the income suddenly drops significantly or disappears entirely? I think the three stocks below have large and consistent dividends.

GQG Partners Inc (ASX: GQG)

GQG is one of the largest fund managers on the ASX, which provides investors with four main strategies: US shares, global shares, international shares (excluding the US) and emerging market shares.

In recent times, GQG has been defensively positioned with its funds’ portfolios because of worries about AI-related valuations. It has recently been vindicated by that decision with plenty of tech/growth stocks falling back. Prior to that, GQG’s funds had a long-term track record of outperforming its benchmarks.

I think the ASX dividend stock is still significantly undervalued after rising more than 20% in less than a month. It currently has an annualised dividend yield of 12.7% based on the latest announced quarterly dividend and it’s trading at 7x its annualised distributable profit, which I think is very cheap if its funds under management (FUM) grows over the long-term.

Shaver Shop Group Ltd (ASX: SSG)

Shaver Shop sells a wide variety of male and female premium shaving items from its store network of more than 120 stores.

The company’s position in the market means that it has been able to secure a number of exclusive agreements with certain shaving brands, giving customers more of a reason to shop at the stores.

Excitingly, the high-yield ASX dividend stock is rolling out products for its own brand called Transform-U to fill gaps in Shaver Shop’s item “range of quality, performance and/or price point driven”. Transform-U is steadily adding new products to its range, which generates a higher gross profit margin.

On the dividend side of things, it increased its dividend every year since 2017, aside from FY24 when it maintained the dividend. It grew the annual dividend per share to 10.3 cents in FY25, translating into a grossed-up dividend yield of 9.9%, including franking credits.

Rivco Australia Ltd (ASX: RIV)

Rivco Australia (formerly know as Duxton Water Ltd) is a company that owns water entitlements which are leased to irrigators on short or long-term leases.

I like this high-yield ASX dividend stock as a way to indirectly invest in the Australian agricultural sector, which is an important part of the economy.

It can benefit from both the leasing income and a potential rise in the value of water entitlements over time.

Pleasingly, the business has increased its half-year payout every six months since 2017. Its latest paid dividends equate to a grossed-up dividend yield of 7.25%, including franking credits.

The post 3 high-yield ASX dividend stocks that are screaming buys right now appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Rivco 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 recommended Gqg Partners and Shaver Shop Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

Meta Platforms (NASDAQ: META) is a company many of us have close contact with daily. That’s because it’s the owner of some of the world’s most commonly used apps: Facebook, Messenger, Instagram, and WhatsApp. About 3.5 billion people around the globe use at least one of these daily. 

The tech giant doesn’t consider itself just a social media company, though. In recent years, it’s made major steps in the world of artificial intelligence (AI) — for example, it’s developed its own large language model, and this tool powers certain Meta products, like the company’s AI assistant.

So, owning Meta stock offers you access to a social media titan as well as a potential winner in the exciting field of AI. But should you wait to get in on this player? No — Here’s one compelling reason to buy Meta shares hand over fist right now.

A solid earnings track record

It’s important to note that Meta’s well-established social media business has helped it produce a long history of earnings growth. Advertisement across Meta’s apps drives revenue, as many sorts of businesses sign up for ads to reach us where they know they’ll find us — on these social media platforms. In the recent quarter, advertising revenue climbed about 25% to $50 billion.

In fact, Meta’s financial picture is so strong that the company is able to expand and invest in AI as well as pay shareholders a dividend.

While AI represents a considerable investment for Meta today, this effort could deliver big down the road. Meta is using AI to improve the overall advertising experience and boost the capabilities of its apps to keep users on them longer — all of this should encourage advertisers to keep coming back to Meta and even increase their ad spending. Finally, the investment in AI could lead to additional products and services that may expand revenue streams in the coming years.

Why buy now?

All of this makes Meta a fantastic stock to own well into the future. But why buy now? Right now, Meta is the cheapest of the Magnificent Seven tech stocks that have driven the S&P 500 to record highs in recent years.

Meta trades for 24x forward earnings estimates, which looks cheap relative to peers and also seems very reasonable considering the complete Meta package.

META PE Ratio (Forward) data by YCharts

This is particularly noteworthy today as investors worry about the formation of an AI bubble, as valuations of many AI stocks have exploded higher. Meta, trading at these levels, looks much less vulnerable than players that are trading at lofty valuations.

This, along with Meta’s strengths in social media and AI ambitions, makes it a stock to buy hand over fist right now.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post 1 compelling reason to buy Meta hand over fist right now appeared first on The Motley Fool Australia.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

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Adria Cimino has positions in Amazon and Tesla. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended Alphabet, Amazon, Apple, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

In a recent report from Bell Potter, the broker shed light on the exciting ASX small-cap stock, Waratah Minerals Ltd (ASX: WTM). 

It has already surged almost 200% in 2025, and completed a $30 million capital raise back in August. 

The company is a NSW based, gold-copper exploration and development company. 

Its flagship project is its 100%-owned Spur goldcopper project, an advanced stage, pre-resource exploration project set in the East Lachlan region of New South Wales and located ~33km southwest of Orange. 

Why is it gaining momentum?

According to Bell Potter, Waratah Minerals’ flagship Spur project is showing early indications of delivering scale and grade.

Its strategy has been clear from the outset – targeting the margins of a fertile East Lachlan intrusive complex in search of
epithermal gold and porphyry goldcopper mineralisation.

Recent drilling has returned multiple zones of visible gold, fuelling the company’s growth and confidence in the Spur Project

According to Bell Potter, this exploration success shows clear potential for large scale mineralisation. These characteristics are supportive of rapid resource growth and low discovery costs.

The broker also believes the company is led by a management team and board that has a strong track record of value accretive discovery, resource development and divestment.

Nina Hendy, contributing columnist at Bell Potter, said its recent capital raise has drawn investor attention. There has been strong demand coming from existing and new Australian and North American institutional investors. 

This has bolstered the shareholder base and lifted shareholder value in a very short space of time. 

Recent drilling has returned multiple zones of visible gold, fuelling the company’s growth and confidence in the Spur Project. The company has multiple drill rigs on site, with exploration results expected to continue in the coming weeks and months.

How high could it rise?

In a report from Bell Potter in November, the broker said this ASX small-cap is well-funded. It also has a tight capital structure. 

The company (as at October 9) held $34m cash and no debt. Bell Potter believes this is sufficient for over two years of exploration at the current rate of expenditure. 

The team at Bell Potter initiated coverage in this ASX small-cap with a speculative buy recommendation. It also placed a price target of $0.95 on this ASX small-cap stock.

Waratah Minerals shares closed yesterday at $0.515 each. 

From this share price, the target from Bell Potter indicates more than 80% upside.

Elsewhere, TradingView also has a 12 month target price of $0.95.

Online brokerage platform Selfwealth lists the ASX small-cap stock as undervalued by 81%. 

The post Broker tips big upside for this ASX small-cap mining stock appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell 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 originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

Michael Burry is not your typical hedge fund manager. He did not go to business school, nor did he complete a traditional analyst program at an investment bank. Rather, Burry’s background is in medicine — completing an MD at Vanderbilt University and previously working as a neurology assistant at Stanford.

Burry eventually took to the capital markets and started his own investment firm. He is primarily known for being one of the few investors who predicted the subprime mortgage crisis back in 2008.

Fast forward to today, and Burry has a new short — artificial intelligence (AI). According to his fund’s latest 13F filing, Burry bought put options on semiconductor powerhouse and AI king Nvidia (NASDAQ: NVDA) last quarter.

Let’s delve into Burry’s beef with Nvidia and assess whether the acclaimed investor has just uncovered a bombshell revelation.

Why is Michael Burry shorting Nvidia?

Over the last three years, the S&P 500 and Nasdaq Composite have repeatedly notched new highs. Much of these gains can be attributed to an overwhelmingly bullish AI trade — with valuations among big tech soaring in lockstep with the broader market.

When it comes to Nvidia, however, Burry’s concerns revolve less around valuation and more around accounting — specifically, a concept known as depreciation.

Let’s say a company spends $1 billion on AI hardware, including GPUs, server racks, and networking equipment. If management expects the useful life of these assets to last five years, then the actual expense will be recognized ratably — depreciated — over that timeline. This means that on a company’s income statement, investors will see a depreciation charge for $200 million as opposed to the full $1 billion that was outlaid.

Nvidia is innovating at a record pace — releasing new GPU architectures approximately every 18 months. However, hyperscalers like Microsoft, Alphabet, Amazon, Oracle, and Meta Platforms — each of which are major Nvidia customers — are depreciating their AI infrastructure over a timeline that exceeds the actual useful life of these assets.

Burry is contesting that big tech is under-accounting their expense profiles and artificially inflating earnings. Nvidia is Burry’s primary target in the investigation, given the company’s efforts to quickly release new chips, which shorten the product life cycles of existing GPU architectures and render them obsolete after a couple of years at most.

In Burry’s eyes, Nvidia is giving way to a coordinated accounting fraud exercise among leading AI developers. 

Burry’s accounting concerns are legitimate, but is big tech really committing fraud?

Burry is correct in that big tech is depreciating its AI infrastructure over a longer horizon than these products actually last. However, labeling these practices as fraudulent is a bit hyperbolic.

First, public companies report their financial statements in compliance with generally accepted accounting principles (GAAP). While Burry’s claim that GAAP profits are overstated checks out, it’s important for investors to understand that metrics like earnings per share (EPS) do not fully reflect a company’s profitability.

Moreover, GAAP figures can be misleading as they are susceptible to noncash charges, such as depreciation.

Sometimes, it can be more helpful to analyze non-GAAP (adjusted) figures, such as free cash flow, to get an idea of a company’s ability to generate and sustain excess cash.

Moreover, many of the hyperscalers are audited by the Big Four accounting firms: PwC, EY, Deloitte, and KPMG. If tech companies were truly engaging in fraudulent accounting, a Big Four auditor would not sign off on the documentation that goes to the Securities and Exchange Commission (SEC). 

What’s next for Nvidia?

While I do think Burry has raised an interesting point, I do not see the accounting issue as a red flag.

Burry is subtly implying that big tech’s capital expenditures (capex) may not pay off in the long run. Should this prediction come to fruition, then he’s forecasting profit growth to decelerate, which could lead to a collapse in the AI trade.

In reality, big tech is already recognizing a return on its AI infrastructure investments. Among hyperscalers, revenue is consistently accelerating, gross margins are widening, and free cash flow is accumulating.

Against this backdrop, I think Burry is being a bit pedantic and pessimistic about the broader AI opportunity. As a long-term investor, I am far less concerned about profits next quarter than I am about a company’s profile decades from now — once AI has evolved into a more mature concept.

For these reasons, I am not worried about Nvidia’s growth prospects. The company’s backlog for new chips remains robust, and with new use cases emerging, I see Nvidia remaining an influential force in the AI realm for years to come.

As an investor in Nvidia, I remain optimistic about the company’s ability to generate strong revenue and profits well into the future and view the semiconductor leader as a core buy-and-hold position in my portfolio.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post Michael Burry just sent a warning to artificial intelligence (AI) stocks. Should Nvidia investors be worried? appeared first on The Motley Fool Australia.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

More reading

• Where will Nvidia be in 5 years?
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• What are the 5 top artificial intelligence (AI) stocks to buy right now?

Adam Spatacco has positions in Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, and Oracle. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Australian share market has had its fair share of volatility this year, but one thing hasn’t changed.

That is that innovation still creates long-term value for investors.

So, with a number of innovators trading sharply lower than their highs, now could be an opportune time to snap up their shares. Here are three that analysts rate as buys:

Telix Pharmaceuticals Ltd (ASX: TLX)

Telix is rapidly becoming one of Australia’s most exciting biotechnology stories.

Its flagship product, Illuccix, which is a radiopharmaceutical imaging agent for prostate cancer, has seen explosive global uptake. The company is now generating strong revenue growth and reinvesting heavily into its pipeline of diagnostic and therapeutic cancer treatments.

With these products progressing through clinical trials, Telix has multiple shots on goal, and each one comes with transformative commercial potential. And while its failure to gain FDA approval at the first application has dented investor sentiment this year, most analysts believe it is a case of when and not if approval is given.

Bell Potter remains very positive and has put an buy rating and $23.00 price target on its shares.

Pro Medicus Ltd (ASX: PME)

Another ASX innovator that could be a buy is Pro Medicus. It is one of the ASX’s most impressive growth stories.

Pro Medicus’ Visage imaging platform is used by leading hospitals and radiology groups across the United States, providing ultra-fast image viewing and analysis for radiologists.

The company’s margins are exceptional, its revenue is highly recurring, and its contract wins are becoming larger and more frequent. Many medical centres are still in the early stages of moving to cloud-based imaging, which gives Pro Medicus a long runway of structural growth.

With a capital-light business model, expanding market share, and deep competitive moats, Pro Medicus is uniquely positioned to benefit from the global demand for faster, smarter, AI-assisted medical imaging.

Bell Potter is also bullish on this one and has a buy rating and $320.00 price target on its shares.

WiseTech Global Ltd (ASX: WTC)

A third ASX innovator to look at is WiseTech.

It is a software provider for global logistics companies, with its CargoWise platform deeply embedded into freight forwarding, customs, and shipping operations worldwide.

Despite recent share price weakness, WiseTech continues to grow revenue, integrate acquisitions, and win major enterprise customers. Global supply chains are becoming more digitised, and regulatory environments are getting more complex. This is a trend that strengthens the need for WiseTech’s mission-critical software and positions its for growth over the long term.

UBS is bullish on this ASX stock and has put a buy rating and $130.00 price target on its shares.

The post These ASX innovators could be the market’s next big winners appeared first on The Motley Fool Australia.

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

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

There are few names in the investing world that have as much of an impact as Warren Buffett, so when the stock market mogul speaks, it often pays to listen.

Some investors have noted that Buffett’s holding company, Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B), has been stockpiling cash in recent years. In fact, in the third quarter of 2025, the company’s cash holdings reached a record high of nearly $382 billion. That figure has ballooned over the last year, leading some investors to worry that Buffett is predicting a market crash.

Should investors exit the market now? Or is it safe to keep investing? Here’s what you need to know. 

Why is Buffett stockpiling cash right now?

On the surface, Berkshire’s significant cash holdings may seem to suggest that the market is overvalued. Some investors may take it a step further and assume that a serious market downturn is looming. But there are many reasons why a company may hold a substantial amount in cash.

BRK.B Cash and Short Term Investments (Quarterly) data by YCharts

The market as a whole has earned record-breaking returns over the last few years, and it’s not uncommon for investors to rebalance their portfolio or engage in some profit-taking by selling a portion of their shares at these high prices — leading to greater cash holdings.

At the same time, there’s a good chance that Berkshire is simply waiting for the right investment. Buffett has famously rigid standards when making investment decisions, so stockpiling cash likely has less to do with general market uncertainty and more to do with the fact that there are fewer appealing investment options available right now.

“The one problem with the investment business is that things don’t come along in an orderly fashion, and they never will,” Buffett noted in Berkshire’s 2025 annual meeting when asked about the company’s cash stockpile. “We’d spend $100 billion, and those decisions are not tough to make, if something is offered that makes sense to us and that we understand and offers good value.”

What does this mean for you?

Perhaps the biggest takeaway from Buffett’s investing strategy is to focus less on how the market will impact your portfolio and more on being choosy about where you buy.

There’s never a wrong time to invest in the stock market as long as you’re investing in the right places. If a company has solid fundamentals, offers value, and has room for growth, now can be a fantastic time to buy — no matter what the market does in the coming weeks or months. Those stocks are always out there; it’s just a matter of finding them.

This approach is more important now than ever. Many stocks may be overvalued at the moment, and sometimes, even weak companies can see their stock prices soar when the market is surging. Those investments may look appealing on paper, but if they don’t have healthy foundations, they’re likely to stumble hard during the next correction or bear market.

“[F]ears regarding the long-term prosperity of the nation’s many sound companies make no sense. These businesses will indeed suffer earnings hiccups, as they always have. But most major companies will be setting new profit records 5, 10 and 20 years from now.” — Warren Buffett, The New York Times, 2008

Strong companies will very likely bounce back from whatever the market throws at them, going on to experience long-term growth. The more of these stocks you own, the less you’ll need to worry about the next market downturn.

Berkshire Hathaway’s enormous cash pile may be worrying to investors concerned about a stock market crash, but Buffett himself is not sounding any alarms. Rather, his timeless advice to invest only in companies that provide value and have potential for long-term growth can make it easier to navigate these uncertain times. 

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post Is Warren Buffett sending a quiet warning to investors? Here’s what you need to know. appeared first on The Motley Fool Australia.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

More reading

• Here are billionaire Warren Buffett’s 5 biggest stock holdings
• Buffett’s retirement imminent: Should you sell Berkshire Hathaway stock?
• What Warren Buffett’s farewell letter means for Berkshire Hathaway investors
• 1 reason now is a great time to buy Berkshire Hathaway stock
• Bill Gates just sold 2.4 million shares of Berkshire Hathaway — Should investors panic?

Katie Brockman 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 Berkshire Hathaway. The Motley Fool Australia has recommended Berkshire Hathaway. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Not everyone enjoys researching stocks, comparing valuations, or tracking market announcements.

And the good news is you don’t have to.

Thanks to a handful of high-quality ETFs on the ASX, you can build a globally diversified portfolio in minutes, without picking a single stock.

If you want a simple, long-term investment strategy that essentially runs itself, these three ASX ETFs could be all you ever need.

BetaShares Diversified All Growth ETF (ASX: DHHF)

If there is one ETF built specifically for people who never want to think about asset allocation again, it is the BetaShares Diversified All Growth ETF.

This fund is a fully diversified, growth-focused portfolio wrapped into a single ETF. It spreads your money across over 8,000 stocks worldwide through underlying index exposures.

Inside the fund’s underlying holdings, you will find global giants like Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), and Tesla (NASDAQ: TSLA), along with broad exposure to the Australian market and other developed economies. It is designed for long-term compounding, with no need to rebalance or manage the portfolio.

For investors who want a simple, set-and-forget strategy, this ASX ETF is about as close as it gets to a complete, all-in-one solution. It was recently recommended by analysts at Betashares.

iShares S&P 500 ETF (ASX: IVV)

For those wanting exposure to the world’s most influential share market, the iShares S&P 500 ETF is hard to beat. It tracks the S&P 500 Index, which includes the 500 largest and most dominant companies in the United States.

These include global powerhouses such as Nvidia (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), and McDonald’s (NYSE: MCD). Together, they represent many of the world’s most profitable, innovative, and globally competitive corporations.

The S&P 500 has delivered strong long-term returns for decades. By simply holding this fund, investors automatically participate in the growth of world-leading stocks without ever needing to choose between them.

Vanguard MSCI Index International Shares ETF (ASX: VGS)

The Vanguard MSCI Index International Shares ETF gives you exposure to more than 1,200 international stocks across Europe, Asia, and North America, but excluding Australia. This means it offers deep diversification.

Its holdings include giants from a range of industries like Nestlé (SWX: NESN), Toyota Motor Corp (TYO: 7203), and ASML Holding (NASDAQ: ASML).

This broad global footprint helps smooth out volatility and ensures your portfolio isn’t overly concentrated in a single market. Overall, it could be a great long term option for investors that don’t want to pick stocks.

The post 3 excellent ASX ETFs for investors who never want to pick stocks appeared first on The Motley Fool Australia.

More reading

• 3 ASX ETFs that could quietly make you rich over 20 years
• How to turn $50 a week into a six-figure ASX share portfolio
• Where to invest $10,000 in ASX ETFs this December
• The 10-year wealth plan: how to turn small savings into life-changing results
• The Warren Buffett golden rule that investors can’t ignore

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 ASML, Alphabet, Apple, Microsoft, Nvidia, Tesla, and iShares S&P 500 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Nestlé and has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended ASML, Alphabet, Apple, Microsoft, Nvidia, Vanguard Msci Index International Shares ETF, and 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.