Finding S&P/ASX 200 Index (ASX: XJO) shares you can confidently tuck away for a decade isn’t about chasing hype. It’s about backing quality businesses with durable competitive advantages, global growth runways, and management teams that execute.

Two ASX 200 shares that tick those boxes are ResMed Inc (ASX: RMD) and Life360 Inc (ASX: 360). Both operate in structurally growing markets. Both ASX 200 shares have delivered strong long-term share price gains despite bouts of volatility. And both continue to attract positive analyst attention.

ResMed: global healthcare powerhouse

This ASX 200 share develops cloud-connected medical devices and software for the treatment of sleep apnoea, chronic obstructive pulmonary disease, and other respiratory conditions. ResMed’s devices and digital health ecosystem generate recurring revenue from masks, consumables, and monitoring software.

ResMed has long been a market darling. While the healthcare share price has seen swings over the past years, in the past 10 years the company has gained 365% in value to $52 billion. After reaching an all-time high in August of $45.25, ResMed has tumbled almost 20% to $36.34 at the time of writing.

However, the company’s strengths are clear. The ASX 200 share holds a dominant position in sleep therapy, benefits from an ageing global population, and leverages data-driven technology to enhance patient outcomes. Its software platforms also deepen relationships with healthcare providers, creating high switching costs.

Recent earnings results showed continued revenue growth and margin resilience, with strong demand across its core sleep and respiratory segments. Management has highlighted ongoing product innovation and expanding digital integration as key drivers.

Risks include regulatory changes, competitive pressure, and currency movements given its global footprint. Concerns about new obesity drugs reducing sleep apnoea incidence have also weighed on sentiment at times.

Still, many analysts remain constructive on the Aussie stock. TradingView data show that most market watchers see the ASX 200 share as a buy. They have set an average 12-month price target of $43.64, while the more optimistic target peaks at $52.48. This suggests to a 44% upside at current price levels.

Life360: scaling a digital ecosystem

Life360, by contrast, has been a higher-volatility growth story. The ASX 200 shares have surged dramatically over the past five years, rising more than 600% at one stage. But they have also experienced sharp pullbacks. In the past 6 months the tech stock has dropped 55% to $20.38 at the time of writing.

Life360 operates a global digital safety platform focused on families. It offers location sharing, crash detection, roadside assistance, and identity protection services, primarily through subscription plans. The company has steadily grown monthly active users toward the 100 million mark, providing a strong funnel for paid conversions.

Its key strength lies in monetisation. Life360 continues converting free users into paying subscribers while expanding into higher-margin advertising through acquisitions and integrations.

Latest results showed continued revenue growth and rising subscription numbers, alongside improving profitability metrics. Management remains focused on balancing user growth with monetisation and cost discipline.

Risks include reliance on continued subscriber growth, privacy scrutiny around data usage, and competition from larger tech players. The stock also pays no dividend, reflecting its growth-first strategy.

Analyst sentiment remains broadly positive. Recent broker updates reiterate buy ratings, with price targets implying meaningful upside. Bell Potter just retained their buy rating with a trimmed price target of $40.00. This points to an upside of nearly 100% at current levels.

The post 2 of the best Aussie ASX 200 shares to buy and hold for 10 years appeared first on The Motley Fool Australia.

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• 5 Australian stocks to buy and hold for the next 5 years
• Life360 shares crashed 18% this week: Is this a once-in-a-lifetime buying opportunity?
• Top brokers name 3 ASX shares to buy today
• Why EOS, GenusPlus, Life360, and WIA Gold shares are rising today
• 3 ASX growth shares you’ll wish you’d bought at these cheap prices

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

The Lottery Corporation (ASX: TLC) share price is in focus today as the company unveils a fresh operating model and executive leadership team shake-up, aiming to accelerate its strategy and foster further growth.

What did Lottery Corporation report?

• Introduced a new operating structure with three core business units: Lotteries, Digital, and Keno
• Announced changes to the Executive Leadership Team, including new COO appointments for each business unit
• Expanded accountability for enterprise services, with Adam Newman’s role as CFO broadened to cover Legal, Risk, Cyber, and Technology
• Advised of the planned departures of two executives: Andrew Shepherd and Nicholas Allton

What else do investors need to know?

Lottery Corporation’s shake-up is designed to provide clearer mandates and strategic focus across its expanding digital and retail operations. The new operating structure groups offerings under distinct chief operating officers, with digital set to play a larger role as the company moves towards becoming a digital entertainment business.

Adam Newman, currently CFO, will temporarily serve as Company Secretary from 31 March 2026 while a permanent appointment is found. The company emphasised continuity and stability through these changes, thanking outgoing executives for their service.

What did Lottery Corporation management say?

Managing Director & Chief Executive Officer Wayne Pickup said:

We have a strong foundation and our strategy has served the Company well, but we can unlock more value. This new structure gives us the clarity and accountability to accelerate our evolution as a digital entertainment company, concentrate on local market growth and make faster, better decisions.

What’s next for Lottery Corporation?

Looking ahead, Lottery Corporation plans to sharpen its focus on digital growth and local market expansion. By streamlining the executive team and creating specialised business units, management aims to make faster decisions and adapt swiftly to changing market conditions.

The company’s priorities include maximising the performance of its lotteries products, enhancing digital experiences for customers, and growing its Keno offering both online and in venues.

Lottery Corporation share price snapshot

Over the past 12 months, the Lottery Corporation share price has risen 11%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period.

View Original Announcement

The post Lottery Corporation shakes up leadership with digital-first strategy appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended The Lottery Corporation. The Motley Fool Australia has recommended The Lottery Corporation. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

A growing number of investors are turning to exchange traded funds (ETFs) to build long-term portfolios on the ASX.

Instead of trying to pick individual winners, ETFs allow investors to gain exposure to hundreds or even thousands of companies with a single investment.

For those looking to keep things simple while still building a diversified portfolio, the following funds could be worth considering.

Vanguard Australian Shares Index ETF (ASX: VAS)

The first ASX ETF that could be a strong foundation for a long-term portfolio is the Vanguard Australian Shares Index ETF.

This fund tracks the performance of the S&P/ASX 300 Index and provides exposure to many of the largest and most established companies in Australia. That includes household names such as Commonwealth Bank of Australia (ASX: CBA), BHP Group Ltd (ASX: BHP), and CSL Ltd (ASX: CSL).

Because of its broad exposure, this fund gives investors a simple way to participate in the overall growth of the Australian share market. It also tends to deliver attractive dividend income thanks to the high-yielding nature of many ASX companies.

VanEck Morningstar Wide Moat ETF (ASX: MOAT)

Another ASX ETF to consider building a portfolio around is the VanEck Morningstar Wide Moat ETF.

This fund focuses on companies with sustainable competitive advantages, often referred to as economic moats. These advantages can help businesses defend their market position and generate strong returns over long periods.

Current holdings include companies such as United Parcel Service (NYSE: UPS), Fortinet (NASDAQ: FTNT), and Bristol-Myers Squibb (NYSE: BMY).

By targeting high-quality businesses trading at attractive valuations, the VanEck Morningstar Wide Moat ETF follows a philosophy that closely resembles an investment approach popularised by Warren Buffett.

Vanguard MSCI Index International Shares ETF (ASX: VGS)

The Vanguard MSCI Index International Shares ETF could be another key piece of a long-term portfolio.

This ASX ETF provides exposure to more than 1,000 stocks across developed markets outside Australia. It includes global leaders such as Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), and Nvidia (NASDAQ: NVDA).

Owning this fund allows investors to diversify beyond the relatively small Australian market and gain exposure to industries and companies that are not heavily represented on the ASX.

Over the long term, this kind of global diversification can help smooth returns and broaden growth opportunities.

iShares S&P 500 ETF (ASX: IVV)

The iShares S&P 500 ETF is another popular option for investors wanting exposure to the world’s largest economy.

It tracks the performance of the S&P 500 Index, which contains 500 of the biggest stocks on Wall Street. Major holdings include Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL), and Meta Platforms (NASDAQ: META).

The US market has historically been a powerful driver of global investment returns, thanks to its concentration of innovative companies and world-leading technology businesses. With a single trade, this fund allows Australian investors to participate in that growth.

iShares Global Consumer Staples ETF (ASX: IXI)

A final ASX ETF to consider is the iShares Global Consumer Staples ETF.

This fund focuses on companies that produce everyday products people continue to buy regardless of economic conditions. Its portfolio includes businesses such as Procter & Gamble (NYSE: PG), Coca-Cola (NYSE: KO), and PepsiCo (NASDAQ: PEP).

Consumer staples companies often generate steady earnings and strong cash flows, which can help add stability to a long-term portfolio.

By combining defensive businesses with global diversification, the iShares Global Consumer Staples ETF can provide balance alongside more growth-focused holdings.

The post 5 simple ASX ETFs to build a long-term portfolio around appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL and VanEck Morningstar Wide Moat ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Apple, Bristol Myers Squibb, CSL, Fortinet, Meta Platforms, Microsoft, Nvidia, United Parcel Service, and iShares S&P 500 ETF. The Motley Fool Australia has positions in and has recommended iShares International Equity ETFs – iShares Global Consumer Staples ETF. The Motley Fool Australia has recommended Alphabet, Amazon, Apple, BHP Group, CSL, Meta Platforms, Microsoft, Nvidia, VanEck Morningstar Wide Moat ETF, 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.

The average dividend yield on the Australian share market is traditionally around 4%.

But income investors don’t need to settle for that. Not when there are high-yield options out there.

For example, three shares that brokers are bullish on and expect to provide above-average yields in the near term are listed below. Here’s what they are recommending:

Charter Hall Retail REIT (ASX: CQR)

The first ASX dividend share that could be a buy in March is the Charter Hall Retail REIT.

It owns a diversified portfolio of convenience-based retail centres anchored by supermarkets, service stations, and essential services. These tend to be highly defensive, as shoppers continue to spend on groceries and everyday necessities regardless of economic conditions.

Together with long lease terms and high-quality tenants, Charter Hall Retail has good visibility over rental income. This is supportive of consistent distributions to unitholders.

The team at Citi is positive on the company and is expecting some big dividend yields in the near term.

The broker has pencilled in dividends per share of 25.5 cents in FY 2026 and then 26 cents in FY 2027. Based on its current share price of $3.99, this would mean dividend yields of 6.4% and 6.5%, respectively.

Citi has a buy rating and $4.50 price target on its shares.

Dexus Convenience Retail REIT (ASX: DXC)

Another ASX dividend share that could be a buy this month according to analysts is Dexus Convenience Retail REIT.

It owns a nationwide portfolio of service stations and convenience retail sites that are leased to high-quality tenants under long-term, inflation-linked agreements. These leases provide predictable cash flows, which is exactly what income-focused investors typically look for.

Bell Potter is bullish on the REIT. It has a buy rating and $3.25 price target on its shares.

As for income, it expects dividends of 20.9 cents per share in FY 2026 and 21.6 cents per share in FY 2027. Based on its current share price of $2.74, that equates to dividend yields of 7.6% and 7.9%, respectively.

Harvey Norman Holdings Ltd (ASX: HVN)

A third ASX dividend share to buy in March could be Harvey Norman.

In addition to its core electronics and furniture operations, this retail giant owns a substantial property portfolio. This adds another layer of income stability and has supported generous dividend payments over time.

Macquarie remains positive on the retailer. It believes the company is positioned to pay fully franked dividends per share of 27.8 cents in FY 2026 and 31.2 cents in FY 2027. Based on its current share price of $5.51, this represents dividend yields of 5% and 5.65%, respectively.

The broker has a buy rating and $6.60 price target on its shares.

The post These ASX dividend shares offer 5% to 7% yields appeared first on The Motley Fool Australia.

More reading

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Citigroup is an advertising partner of Motley Fool Money. 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 Macquarie Group. The Motley Fool Australia has positions in and has recommended Charter Hall Retail REIT, Harvey Norman, and Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

I’m always interested in considering share prices when I see a decline. Certain S&P/ASX 200 Index (ASX: XJO) income shares are offering investors a huge dividend yield.

High dividend yields can be a trap, particularly if they mean the dividend will be cut sooner rather than later.

However, some dividend yields may not be illusions but be coming from incredibly undervalued names.

Keep in mind, a dividend yield increases when a share price decreases. For example, if a business has a 7% dividend yield and then the share price drops 10%, the dividend yield reaches 7.7%.

Share prices do sometimes go through large declines when there is some sort of widespread issue, such as the GFC, COVID-19 or the strong inflation period. Dividend yield-focused investors can see higher yields at times like that. But, I wouldn’t call the current period as once-in-a-decade. Rather, the market seems to regularly go through sizeable declines.

I think income investors should always be on the lookout for ASX 200 income shares with large yields.

The business doesn’t necessarily need to have a dividend yield of 10% (or more) for it to be a good ASX dividend share. For example, I’ve highlighted names like Future Generation Australia Ltd (ASX: FGX) and Hearts and Minds Investments Ltd (ASX: HM1) as compelling ideas for dividend income (though they aren’t ASX 200 income shares).

I’ll briefly point out three names that are expected to have extremely high dividend yields in FY26. But, there’s no guarantee those yields will be that strong forever.

IPH Ltd (ASX: IPH)

IPH is a legal business that provides clients with intellectual property (IP) services such as patent filing, trademarks and enforcement. It has a position in a number of markets including Australia, New Zealand, Asia and North America. It claims to be the largest player in the Asia Pacific region.

The FY26 half-year result showed good financial progress by the business. It grew revenue by 6.5% to $363.9 million, increased operating profit (EBITDA) by 6.6% to $107.1 million and the statutory net profit (NPAT) rose by 10.5% to $41.2 million. The business decided to hike its interim dividend by 11.8% to 19 cents.

The forecast on Commsec suggests the ASX 200 income share’s annual dividend could rise to 37.6 cents per share in FY26. That translates into a dividend yield of 11% excluding any franking credits, at the time of writing.

Magellan Financial Group Ltd (ASX: MFG)

Magellan is a funds management business that provides portfolios across Australian shares, international shares and infrastructure equities. It also holds stakes in a few other businesses including investment bank Barrenjoey and fund manager Vinva.

The business recently announced it’s going to merge with Barrenjoey, giving Magellan much more earnings growth potential in the coming years, in my opinion.

According to the forecast on Commsec, it’s predicted to pay a grossed-up dividend yield of 11.1% in FY26, including franking credits at the time of writing.  

Centuria Office REIT (ASX: COF)

This is a real estate investment trust (REIT) that owns office properties across metropolitan Australian locations.

The ASX 200 income share’s weighted average lease expiry (WALE) is around four years, which provides some rental income and visibility, but there are recent developing headwinds of higher interest rates, rising inflation and questions of how AI developments could impact office demand.

Even so, the land that the offices sit on is valuable, and the REIT is working out leasing some floors to data centres, protecting its underlying value.

The business has guided that it’s going to pay a distribution per unit of 10.1 cents in FY26, translating into a distribution yield of 10.1%, at the time of writing.

The post A once-in-a-decade chance to get a 10%+ yield from ASX 200 income shares? appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Future Generation Australia and Hearts And Minds Investments. 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 IPH Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

When it comes to ASX telco stocks, Telstra Corporation Ltd (ASX: TLS) is often the cautious investor’s pick. It’s large, familiar and pays a reliable dividend. But size and stability don’t always deliver the best value.

Aussie Broadband Ltd (ASX: ABB) is a smaller and more speculative investment, but I think what it lacks in size, it makes up for in potential.

So, which is the better investment?

Telstra: A reliable investment with limited room for growth 

Let me couch what I am about to say ­­– Telstra is, by almost all metrics, a high-quality business and a relatively safe bet. It dominates the Australian telecommunications market, owns critical infrastructure, generates strong cash flows, and offers an attractive, fully franked dividend. All of this stability makes it a highly dependable investment.

But where it lacks appeal for me is growth potential. Telstra’s core markets are mature. And while its management has shown a disciplined approach to cost control, revenue growth from ordinary activities remains on the modest side – 0.9% uplift in FY25 on the prior corresponding period. That’s not necessarily a deal breaker in and of itself, but it does limit the potential upside for investors.

At current prices, you’re paying for stability and income certainty rather than earnings growth. If you’re a defensive investor, it’s going to win hands down. For growth investors, I think there’s more value to be had elsewhere in the sector.

Aussie Broadband: Strong fundamentals and well positioned to grow  

Aussie Broadband plays in the same markets as Telstra. But unlike Telstra, which is defending an established base, Aussie Broadband is carving new pathways for itself, particularly in government and corporate contracts. These contracts tend to offer good margins and customer stickiness, positioning Aussie Broadband for accelerated growth. In FY25, it saw an 18.7% revenue uplift to $1.19 billion.

And as it scales its customer base, its operating leverage has room to grow. Fixed networks and systems will spread across a growing revenue base, allowing margins to expand. Telstra, on the other hand, may have already exhausted much of this margin expansion potential.

But it is important to note that risks can be heightened for a smaller player like Aussie Broadband. Across the telco sector, competition is fierce, and pricing pressure can be intense. Of course, these risks still apply to Telstra. However, as a well-established player with significant brand equity and scale, they are less likely to bother investors in any meaningful way.

That said, Aussie Broadband doesn’t carry the legacy cost base of its much bigger competitor. And its disciplined approach to growth, prioritising return on invested capital rather than expansion at all costs, adds to its appeal for me.

The bottom line

Both are solid telco stocks, so you probably can’t go wrong. If your strategy is defensive, then Telstra remains the safest bet. But if you are looking for exposure to earnings growth and are comfortable with some share price volatility, Aussie Broadband is my pick. At current prices, I think it’s an opportunity to get in on a quality business that has the hallmarks of further impressive growth to come.  

The post Aussie Broadband vs Telstra: Which telco stock deserves your dollar? appeared first on The Motley Fool Australia.

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Motley Fool contributor Melissa Maddison 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 Aussie Broadband. The Motley Fool Australia has positions in and has recommended Telstra Group. The Motley Fool Australia has recommended Aussie Broadband. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

After a fairly steady first two months of the calendar year, ASX 200 stocks have already faced volatility in March.

The S&P/ASX 200 Index (ASX: XJO) fell almost 2% yesterday.

Markets have been all over the place as the conflict in Iran has escalated quickly. 

It has already had a big impact on energy, materials and commodities markets.

Trusting the long game

As much as we can preach the long game, there’s no doubt that watching your portfolio swing significantly in just two days can induce panic. 

Much of the momentum my own portfolio had gained across 2026 was wiped out in just a couple of days. 

But it’s times like these we need to zoom out a little and focus on the fundamentals.

Here at The Motley Fool, we’re long term focussed. 

As Warren Buffett once said, “we continue to make more money when snoring than when active.”

That means trusting the reason we invested in certain stocks in the first place, and not try to beat the market by buying and selling as stocks crash and soar on a daily basis.

Unless something in the company has fundamentally changed, you’ll probably be happy you held it in a year, five years or even twenty. 

ASX 200 stocks to hold 

With that long term focus in mind, there are some ASX 200 stocks that might have dropped over the last couple days, that investors should hold for the long term. 

The first is Nextdc Ltd (ASX: NXT). 

Yesterday it fell 3.7%, and is down almost 10% over the last week. 

The company operates data centres in Australia, New Zealand and Southeast Asia. It focuses on co-location services to local and international organisations as well as interconnectivity between enterprises, global cloud, ICT providers, and telecommunication networks.

In the long-term, this ASX 200 company is likely going to play an important role in Australia’s growing data centre and cloud infrastructure market as the rise of AI requires more and more storage and processing.

This positions it to benefit from accelerating demand driven by AI, cloud adoption and digital transformation, with strong contracted revenue visibility and expansion potential.

Right now, Macquarie has a price target of $22.30 on this ASX 200 stock, which is an upside of 71% from yesterday’s close. 

Stick with the flying kangaroo

Another ASX 200 stock worth holding for the long run is Qantas Airways Ltd (ASX: QAN). 

The airline has seen its share price tumble more than 15% over the past couple of weeks. 

That includes 4.46% this week. 

UBS recently said the negativity surrounding the company has been overblown, and I tend to agree. 

The next months could be bumpy due to headwinds from a higher oil/fuel price amid the events happening in the Middle East.

But the fundamentals are still strong, as is its market position in Australia. 

The current share price target from UBS of $11.60 is 29% higher than yesterday’s closing price. 

The post 2 ASX 200 shares you’ll be glad you held for 10 years 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.

Artificial intelligence (AI) is one of the most powerful investment themes of this decade.

Most investors immediately think of technology companies such as chipmakers, cloud providers, or software developers as ways to gain exposure to the theme.

But the AI boom is much bigger than just tech stocks.

Behind the scenes, artificial intelligence requires enormous physical infrastructure. Data centres, logistics hubs, power connections, and specialised electrical systems all play a critical role in enabling AI computing.

That means some ASX shares benefiting from the AI revolution are not traditional technology stocks at all.

Here are two examples.

Goodman Group (ASX: GMG)

One of the most important pieces of infrastructure for the AI economy is the data centre.

These facilities house the servers and computing power required to run artificial intelligence models, cloud platforms, and digital services. As AI adoption accelerates, demand for data centre capacity is expected to surge globally.

This is where Goodman Group comes in. The industrial property giant has increasingly positioned itself as a developer and owner of infrastructure that supports the digital economy. Its global portfolio now includes logistics facilities and rapidly expanding data centre projects.

The company’s latest results highlight just how significant this opportunity is becoming. Data centres now represent 73% of Goodman’s development work in progress, reflecting the scale of investment being directed into digital infrastructure.

Demand for this infrastructure appears extremely strong. Goodman has been expanding its pipeline of powered development sites and currently has a global “power bank” of 6.0 gigawatts across major cities, which is critical for supporting future hyperscale data centres.

In other words, while Goodman is technically a property company, it is increasingly acting as a landlord and developer for the AI economy.

SKS Technologies Group Ltd (ASX: SKS)

Another ASX share benefiting from the rise of AI infrastructure is SKS Technologies.

SKS specialises in the design and installation of electrical systems and digital infrastructure used in large-scale projects such as data centres, communications networks, and specialised facilities.

The company has quickly established itself in Australia’s fast-growing data centre construction market. In fact, it recently secured its largest contract ever, a $130 million project to design and construct electrical infrastructure for a hyperscale data centre in Melbourne.

Demand in this sector appears extremely strong. According to management, the data centre market is “growing exponentially and poised to remain in such a state for many years.”

This demand has helped drive strong financial momentum for SKS. In its latest half-year results, the company reported a 52.5% increase in net profit and a record $325 million order book, reflecting the pipeline of infrastructure projects underway.

Rather than building AI software, SKS is helping build the physical backbone that allows those systems to operate.

The post How to invest in AI without buying tech stocks appeared first on The Motley Fool Australia.

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• How to build a $250,000 ASX share portfolio from scratch today
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Motley Fool contributor James Mickleboro has positions in Goodman Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group. The Motley Fool Australia has recommended Goodman Group and Sks Technologies Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Yesterday, Superloop Ltd (ASX: SLC) announced it has surpassed 250,000 Origin broadband subscribers on its network, reaching Milestone 4 of its long-term agreement with Origin Energy Ltd (ASX ORG).

What did Superloop report?

• Over 250,000 Origin broadband subscribers now on the Superloop network (Milestone 4 achieved)
• Triggers share issue obligation based on customer milestones
• Milestone shares priced at the 30-day VWAP at milestone date
• Shares subject to 12-month voluntary lock-up

What else do investors need to know?

Superloop’s Origin contract is an exclusive six-year deal to provide wholesale internet services to Origin Energy Retail and its subsidiaries. The deal, secured in March 2024, has enabled Superloop to substantially grow its retail broadband subscriber base.

Each milestone achieved under the Origin contract triggers the issue of Superloop shares, pending shareholder and regulatory approvals. The shares issued for Milestone 4 are locked up for one year, aligning management’s interests with long-term performance.

What’s next for Superloop?

Looking ahead, Superloop will continue executing on its Origin partnership and remains focused on growing its position as a leading challenger in the Australian broadband market. Reaching Milestone 4 demonstrates progress in scaling its wholesale and retail internet offerings.

The company will seek required approvals to issue the new milestone shares and uphold its obligations under the Origin agreement. Superloop’s strategy centres on innovation and customer growth as it leverages its infrastructure and software platforms.

Superloop share price snapshot

Over the past 12 months, Superloop shares have risen 34%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period.

View Original Announcement

The post Superloop surges past 250,000 Origin connections, triggers next milestone appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Investing for the next five years doesn’t require predicting every twist in the market.

What matters more, in my view, is owning businesses with durable advantages, solid growth prospects, and management teams that know how to allocate capital well. If those ingredients are in place, time tends to do the rest.

Here are five Australian stocks I’d feel comfortable buying and holding for the next five years.

ResMed Inc (ASX: RMD)

ResMed remains one of the highest-quality healthcare stocks listed on the ASX, in my opinion.

The company develops devices and digital health platforms for sleep apnoea and respiratory conditions. Demand is supported by powerful long-term trends such as rising obesity rates and the growing awareness of sleep disorders.

What I particularly like is that ResMed combines hardware, software, and data into a single ecosystem. That creates switching costs and recurring revenue opportunities.

Over the next five years, I believe expanding device adoption and digital health services could continue to drive consistent earnings growth.

Hub24 Ltd (ASX: HUB)

Hub24 has quietly become one of the standout Australian stocks in financial services.

Its platform allows financial advisers to manage client portfolios efficiently, and it continues to attract strong inflows as advisers migrate away from legacy systems.

The broader trend towards professional financial advice and sophisticated wealth platforms is still playing out, and Hub24 has been consistently gaining market share.

If that momentum continues, I think the business could be materially larger in five years’ time.

Sigma Healthcare Ltd (ASX: SIG)

Sigma Healthcare is now in a very different position than it was a few years ago.

The Australian stock’s merger with Chemist Warehouse has transformed it into a major force in Australian pharmacy retail and distribution. Chemist Warehouse is one of the country’s strongest healthcare brands, with significant scale and customer loyalty.

That combination of retail presence, pharmaceutical distribution, and network expansion creates a powerful platform for long-term growth.

For me, this makes Sigma one of the more interesting healthcare plays on the ASX over the next several years.

Breville Group Ltd (ASX: BRG)

Breville is a great example of an Australian stock building a global brand.

Its premium kitchen appliances, particularly espresso machines, have developed strong reputations in key markets such as the United States, Europe, and Asia.

The company continues to expand geographically while also launching new product categories. I believe that combination of innovation and international expansion gives it a long runway for growth.

If management continues executing well, I think Breville could keep compounding earnings over the medium term.

BHP Group Ltd (ASX: BHP)

No long-term Australian portfolio feels complete to me without exposure to resources.

BHP remains the country’s mining heavyweight and offers diversified exposure to commodities such as iron ore and copper. In particular, copper demand is expected to grow as electrification, renewable energy, and data infrastructure expand globally.

The company also generates strong free cash flow during favourable commodity cycles, which supports attractive dividends.

While mining earnings can be cyclical, I think BHP’s scale and asset quality make it a compelling long-term holding.

Foolish takeaway

Five-year investing isn’t about finding the perfect entry point. It’s about owning businesses that can grow, adapt, and compound value over time.

For me, ResMed, Hub24, Sigma Healthcare, Breville Group, and BHP each bring something different to the table. Together they offer exposure to healthcare, financial technology, consumer brands, and global resources, which is a mix I’d feel comfortable holding for years.

The post 5 Australian stocks to buy and hold for the next 5 years appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino has positions in Hub24. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Hub24 and ResMed. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended BHP Group and Hub24. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.