If you own National Australia Bank Ltd (ASX: NAB) shares but bank elsewhere, you might have missed a mass email sent by the S&P/ASX 200 Index (ASX: XJO) bank’s CEO.

NAB boss Ross McEwan reached out to 4 million customers earlier this week to assure them of the bank’s commitment to cyber security and easing the burden during tough times.

The letter, titled ‘you have our support’ has been sent ahead of what could be a deluge of fixed-rate mortgages expiring amid the current high-interest rate environment.

Right now, the NAB share price is $28.76.

NAB CEO addresses financial hardship and scams

Own NAB shares? The bank’s leader has offered support to struggling customers as it prepares for the majority of its fixed-price mortgage book to expire amid a cost-of-living crisis.

It comes on the back of ten consecutive rate hikes put forward by the Reserve Bank of Australia (RBA) in the lead-up to April. The official cash rate is currently at a decade-high of 3.6%, with NAB expecting it to have peaked.

Right now, an owner-occupier with a $500,000 mortgage could be paying $983 a month more than they were in April 2022, according to RateCity.

McEwan reassured customers that protecting their cash and supporting them through tough times is the bank’s “top priority”, continuing:

You might not find yourself in this situation, but I want you to know what help is available.

The best thing you can do is reach out to our NAB Assist team or your banker early. In fact, over 90% of customers who do this are back on their feet in 90 days.

Of the $108 billion of fixed-rate mortgages on NAB’s lending book as of September, $15.6 billion expired over the six months to March, according to its latest full-year results. Meanwhile, another $54.5 billion of its fixed-rate mortgages are set to expire over the coming 12 months.

McEwan also comforted customers’ concerns about scams and cybersecurity, saying:

It’s clear that the rise in scams is a growing problem in Australia and globally. To tackle this issue, it takes ongoing collaboration with government, business sectors, the community, and customers. And that’s what we’re doing.

He said NAB invests “millions of dollars” into technology and expertise every year, allowing it to monitor for cybercrime.

The topi of cybercrime is likely on the minds of many Australians following recent breaches facing Medibank Private Ltd (ASX: MPL) and Latitude Group Holdings Ltd (ASX: LFS).

NAB share price snapshot

The NAB share price has underperformed the ASX 200 so far this year.

The stock has dumped 2% year to date. It’s also 13% lower than it was this time last year.

For comparison, the ASX 200 has gained 6% since the start of 2023 and has fallen 3% since this time last year.

The post Own NAB shares? Here’s why the bank’s CEO just personally emailed 4m customers appeared first on The Motley Fool Australia.

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Motley Fool contributor Brooke Cooper 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.

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Are you looking for dividend shares to buy? If you are, then the two listed below could be quality options.

Analysts have recently rated these ASX 200 dividend shares as buys. Here’s what you need to know about them:

Coles Group Ltd (ASX: COL)

The first ASX 200 dividend share that analysts rate as a buy is supermarket operator Coles.

The team at Morgans is very positive on the company and has an add rating and $19.60 price target on its shares.

Morgans believes Coles’ shares are attractively priced given its defensive characteristics and favourable tailwinds. The broker explained:

Trading on 22.5x FY24F PE and 3.6% yield, we continue to see COL as offering good value with the company’s healthy balance sheet and defensive characteristics putting it in a good position to navigate through a weaker economic environment. In our view, the unwinding of local shopping trends should continue to be a tailwind and further trading down from consumers will also be positive given COL’s strong Own Brand offering. Add rating retained.

As for dividends, Morgans is forecasting a 66 cents per share dividend in both FY 2023 and FY 2024. Based on the current Coles share price of $18.00, this will mean yields of 3.65% in both years.

Super Retail Group Ltd (ASX: SUL)

Another ASX 200 dividend share that has been tipped as a buy is Super Retail. It is the retail conglomerate behind brands such as Macpac, Rebel, and Super Cheap Auto.

Goldman Sachs is positive on the company and has a buy rating and $14.60 price target on its shares.

The broker likes Super Retail due to its strong position in the outdoor category, its high-quality loyalty program, and its omni-channel capabilities. It recently said:

SUL is our preferred pick in discretionary apparel/footwear space given outdoor/functional category resilience as well as the company’s focus on driving consumer experience via loyalty (~70% of sales) and unique omni-channel experience.

In respect to dividends, Goldman is forecasting fully franked dividends per share of 67 cents in FY 2023 and 63 cents in FY 2024. Based on the latest Super Retail share price of $13.30, this will mean yields of 5% and 4.7%, respectively.

The post Here are the ASX 200 dividend shares to buy: analysts 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 Super Retail Group. The Motley Fool Australia has positions in and has recommended Coles Group and Super Retail Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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Monthly income from ASX 200 dividend shares is a great way to achieve some extra cash on the side.

Rio Tinto Ltd (ASX: RIO) has been paying dividends to investors for many years. Back in February 2009, the company paid total dividends of $1.015 a year to shareholders.

Let’s take a look at how much I would need to invest in Rio Tino shares to generate $100 in passive income.

How many Rio Tinto shares would deliver you $100 a month in dividends?

Firstly, a monthly income of $100 would equate to an annual income of $1200.

Rio is due to pay a fully franked final dividend of $3.2649 to eligible investors on April 20. This follows Rio paying a fully franked interim dividend of $3.8370 in September last year.

This means Rio’s total dividends in a year add up to $7.1019, a 5.8% dividend yield based on the company’s latest closing share price of $121.84.

In order to have received $1200 in a year of dividend income ($100 per month) from Rio Tinto shares, investors would need to own about 169 Rio Tinto shares (169 multiplied by $7.1019 a share equals just over $1200).

At Rio’s last closing share price of $121.84 a share, this would set an investor back $20,590.96.

However, analysts at Goldman are predicting Rio Tinto will pay fully franked dividends of US$5.33 (A$7.91) per share in FY23.

If this eventuates, an investor would need to own 152 shares to achieve about $100 of monthly income from Rio Tinto shares. This would cost an investor $18,519.68

Rio Tinto share price snapshot

The Rio Tinto share price has returned 1.08% in the last year.

This ASX 200 mining share has a market capitalisation of about $45 billion based on the current share price.

The post Here’s how much I would need to invest in Rio Tinto shares to generate a $100 monthly income appeared first on The Motley Fool Australia.

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Motley Fool contributor Monica O’Shea 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.

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The last few years have been volatile for the Santos Ltd (ASX: STO) share price.

The stock soared 48% between April 2018 and January 2020 before plummeting 65% in the months following the onset of the COVID-19 pandemic. While it’s since rebounded, it’s still trading below its previous highs.

The Santos share price has gained close to 20% over the last five years.

Indeed, a $,6,000 investment in the energy commodity producer in April 2018 likely would have seen one with 1,000 shares, having paid $6 apiece.

That parcel would be worth $7,180 today. The Santos share price last closed at $7.18.

For comparison, the S&P/ASX 200 Index (ASX: XJO) has gained 25% in that time.

But have the dividends offered by Santos over the last five years made up for the stock’s slightly sluggish performance? Let’s take a look.

All dividends paid to those holding Santos shares since 2018

Here are all the dividends offered to those invested in the ASX 200 energy giant since April 2018, rounded to the nearest tenth of a cent:

Santos dividends’ pay date	Type	Dividend amount
March 2023	Final	22.4 cents
September 2022	Interim	10.9 cents
March 2022	Final	11.8 cents
September 2021	Interim	7.7 cents
March 2021	Final	6.3 cents
September 2020	Interim	2.9 cents
March 2020	Final	7.6 cents
September 2019	Interim	8.9 cents
March 2019	Final	8.6 cents
September 2018	Interim	4.8 cents
Total:		91.9 cents

As the chart above shows, each Santos share has yielded around 91.9 cents of dividend income since April 2018.

That means our figurative parcel likely would have brought it $919 of passive income over its life.

At that rate, our total return on investment (ROI), considering both capital gains and dividends, comes to approximately 35%.

That may have been bolstered if an investor had compounded their dividends by reinvesting them in the company’s stock.

Not to mention, most of Santos’ dividends in that time have been franked, meaning they might have brought additional benefits at tax time.

Right now, Santos shares are trading with a 4.6% dividend yield.

The post Bought $6,000 of Santos stock in 2018? If so, here’s how much dividend income you’ve earned appeared first on The Motley Fool Australia.

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• Macquarie says changes to this tax could be a red flag for Woodside shares
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Motley Fool contributor Brooke Cooper 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.

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Growth investors certainly are spoilt for choice on the Australian share market. But which ASX growth shares should you buy over others?

Three that are highly rated right now are named below. Here’s why analysts are tipping them as buys:

Aristocrat Leisure Limited (ASX: ALL)

The first ASX growth share to buy could be Aristocrat Leisure. It is one of the world’s leading gaming technology companies.

Morgans is very positive on the company and has an add rating and $43.00 price target on its shares. It believes the company’s is well-placed for long term growth potential. The broker commented:

We’re optimistic about ALL’s long-term growth potential, given its superior capitalisation and strong ability to invest in the development of its land-based and digital gaming businesses. Additionally, ALL has a high cash conversion rate and ROCE, despite running a capital-light model. Additionally, ALL has ample funding for investment in online RMG, even following the recent buyback extension.

Temple & Webster Group Ltd (ASX: TPW)

Another ASX growth share that could be a buy is Temple & Webster. It is Australia’s leading pureplay online furniture and homewares retailer.

Goldman is very bullish on the company and has a buy rating and $6.50 price target on its shares.

It believes Temple & Webster is well-positioned for long-term growth thanks to its strong position in a category that is still in the early stages of shifting online. It commented:

Our Buy thesis is predicated on the following key drivers: (1) we believe TPW is well positioned in the upcoming cycle to continue to grow market share, despite a weaker macro environment; (2) in our view TPW is best placed to be a winner in a category that favours scale players, requires a specialised approach to e-commerce, and has higher barriers to entry vs. other retail categories; and (3) greater focus on costs is a sensible strategy to balance near-term profitability with growth.

Xero Limited (ASX: XRO)

Analysts at Citi are bullish on this cloud accounting platform provider and believe it could be an ASX growth share to buy. The broker has a buy rating and $105.70 price target on its shares.

Citi was pleased with the company’s decision to cut costs and is now forecasting very strong earnings growth in the coming years. It commented:

Xero’s decision to reduce ~15% of its headcount is unsurprising given: i) revenue/EBITDA per headcount has been limited (~1%) over the last two years; and ii) when considering that growth is expected to slow next year due to delays to MTD as well as softer macro conditions. We maintain our Buy rating as we expect Xero to deliver 3-year EBITDA CAGR >35% which reflects revenue growth of ~19%

The post Supercharge your portfolio with these 3 ASX growth shares: brokers appeared first on The Motley Fool Australia.

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

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It’s been a tug of war between bullish and bearish forces so far this year.

The S&P/ASX 200 Index (ASX: XJO) started the year with a 9% rise into February, but then pretty much lost all those gains by mid-March. Since then it has leapt back up again to the tune of 6.5%.

This violent whipsawing is due to the Reserve Bank of Australia and US Federal Reserve’s fight against rampant inflation.

They have raised interest rates steeply over such a short interval that the market doesn’t know whether to be depressed because of a possible recession or upbeat because the rate rises are about to cease.

After more than ten months of this battle, the annual inflation rate in Australia remains at a worryingly high 6.8%.

But, believe it or not, there are certain ASX 200 stocks that are thriving in this environment.

How these stocks have all risen in 2023

According to IML portfolio manager Daniel Moore, some ASX sectors fared better in the March quarter than others.

“Consumer discretionary stocks had a massive quarter — they were up 10% for March. The other big one was communications,” Moore said in an IML video.

“On the negative side, not surprisingly, the financial sector was down around 3% because of that impending banking crisis in the US. So some mixed results.”

Within the IML portfolio, he named four ASX 200 shares that have outperformed this year, recording double-digit gains.

“We had a lot of great performance in the quarter. A lot of that were stocks we’ve talked about recently, that had really good reporting seasons,” Moore said.

“Whether it was Brambles Limited (ASX: BXB) or Sonic Healthcare Limited (ASX: SHL), or Steadfast Group Ltd (ASX: SDF), we had a number of really strong performers. Lottery Corporation Ltd (ASX: TLC) was another, all up in the teens.”

While these stars play in vastly different industries, ranging from health to industrials to insurance to gambling, they have common attributes that make them a success in the current climate.

“What was interesting, all those businesses are market leaders,” said Moore.

“And they’re all managing this inflationary environment very well, either exercising pricing power or managing their costs or winning market shares.”

Sonic Healthcare shares are up 20.9% for the year so far, while Brambles has climbed 16.7%. The Lottery Corporation and Steadfast Group share prices are both around 9% higher than where they started the year.

The post 4 ASX 200 shares going gangbusters in high inflation (and what they have in common) appeared first on The Motley Fool Australia.

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Motley Fool contributor Tony Yoo 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 Steadfast Group. The Motley Fool Australia has positions in and has recommended Steadfast Group. The Motley Fool Australia has recommended Sonic Healthcare. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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Although interest rates on savings accounts and term deposits are improving, they still pale in comparison to what you can find on the Australian share market.

For example, the two ASX dividend shares named below offer yields that are vastly better than what you will find with Commonwealth Bank of Australia (ASX: CBA) term deposits right now.

Here’s what you need to know:

Charter Hall Long WALE REIT (ASX: CLW)

The team at Citi see a lot of value in this property company’s shares at current levels.

The broker currently has a buy rating and $5.00 price target on its shares. Based on the current Charter Hall Long WALE REIT share price of $4.28, this implies potential upside of 17% for investors.

Citi likes the company due to its “low risk income stream with c. 12 year WALE and 99.9% occupancy.”

As for dividends, the broker expects dividends per share of 28 cents in FY 2023 and 29 cents in FY 2024. This would mean yields of 6.5% and 6.8%, respectively.

Healthco Healthcare and Wellness REIT (ASX: HCW)

The Healthco Healthcare and Wellness REIT has been tipped as both a buy and a big dividend payer by analysts at Morgans.

The real estate investment trust, which invests in healthcare and wellness assets such as hospitals, aged care, and childcare properties, is on the broker’s best ideas list with an add rating and $2.05 price target.

Based on the current Healthco Healthcare and Wellness REIT share price of $1.35, this suggests potential upside of almost 52% for investors over the next 12 months.

As for dividends, Morgans is forecasting dividends per share of 8 cents in both FY 2023 and FY 2024. This will mean yields of 5.9% for investors in both years.

The post Want passive income? Forget term deposits and buy these high yield ASX dividend shares: brokers appeared first on The Motley Fool Australia.

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

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The CSL Limited (ASX: CSL) share price has been on form over the last 12 months.

As you can see on the chart below, the biotherapeutics company’s shares have risen over 14% to $300.24.

As a comparison, the ASX 200 index is down almost 3% over the same period.

Has the CSL share price peaked?

If the broker community is to be believed, the CSL share price could still have plenty of gas in its tank and be destined to keep climbing from here.

For example, analysts at Citi, Macquarie, and Morgans, to name just three, all have the equivalent of buy ratings on its shares with price targets implying double digit returns.

Citi currently has a buy rating and $350.00 price target. Based on the latest CSL share price, this implies potential upside of approximately 16.5% over the next 12 months.

Macquarie is almost as bullish with its outperform rating and $344.00 price target, which implies almost 15% upside for investors.

Finally, Morgans has an add rating and $337.92 price target, which suggests that the CSL share price can rise approximately 12.5% from here.

What are brokers saying?

All three brokers are positive on the company’s outlook and expect strong earnings growth in the coming years.

This is being underpinned by a significant improvement in plasma collection conditions, the acquisition of Vifor Pharma, new product launches, and strong demand for immunoglobulins.

Morgans commented:

We believe CSL is poised to break-out this year, a COVID exit trade, offering double-digit recovery in earnings growth as plasma collections increase, new products get approved and influenza vaccine uptake increases around ongoing concerns about respiratory viruses.

Citi recently boosted its earnings forecasts for similar reasons. It explained:

We increase our FY23-25e NPATA per share (Core EPS) by +1%/+7%/+10% reflecting the faster than expected recovery in plasma collections and higher sales. Our TP moves to $350 (from $335) Maintain Buy.

All in all, it may not be too late to snap up this high-quality company.

The post What are analysts saying about the CSL share price? appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. 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.

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Today’s share market is a very different place from what it was just 18 months ago.

Back in October 2021, it was hard to believe that growth shares would suddenly plunge off the cliff and that energy stocks would start to rule as one of the superpowers invaded a far smaller neighbouring country.

Then to rub salt into the wound, the Reserve Bank of Australia subsequently hiked up interest rates for ten consecutive months.

It might be incredible, but that’s exactly what happened. So all investors need to adjust their parameters and expectations.

In this spirit, Glenmore Asset Management portfolio manager Robert Gregory recently mentioned a stock he’s backing that would have been firmly out of fashion at the start of last year:

I bet you weren’t thinking of this stock in 2021

MMA Offshore Ltd (ASX: MRM) provides equipment and services for the offshore energy sector.

From its August 2018 peak to the end of 2021, the stock lost almost 80% in value, perhaps reflecting the market’s aversion to any business related to fossil fuels.

But in the 16 months since the MMA Offshore share price has more than tripled.

Incredibly, Gregory doesn’t think it has finished its run yet.

“With both oil and gas and offshore wind sectors having positive outlooks for the next two to three years at least, we believe the earnings outlook for MMA Offshore is very promising,” he said in a memo to clients.

The current stock price is still “attractive”, he believes, trading at a “slight discount to net tangible assets and an FY23 EV/EBITDA multiple of ~6x”.

The business has 18 vessels globally and earns the bulk of its revenue from leasing those ships.

“After a tough cyclical downturn of depressed activity from its client base, MMA Offshore is now benefiting from stronger demand, which has seen its key metrics (day rate, utilisation rate, earnings) all rapidly improving.”

Plus it’s earning new clientele, which provides an optimistic outlook. 

“During the month, MRM announced it was awarded three contracts supporting offshore wind farms in Taiwan, which will add $30 million of revenue.”

Gregory is not the only one bullish on this small-cap stock.

Last month, Discovery Fund portfolio manager Chris Bainbridge told The Motley Fool that MMA Offshore is one of his hot buys.

“Looking ahead… day rates probably need to go up another 50% to justify anyone building a new vessel. And when they build a new vessel, there’s a three-year wait time on that vessel,” he said.

“So it’s a really great environment at the moment to be [an] offshore service vessel provider — and that’s where MMA is.”

The post ‘Very promising’: The ASX stock set to make a killing over the next two years appeared first on The Motley Fool Australia.

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More reading

• 2 exciting small cap ASX shares to buy for market-beating growth: expert

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

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Despite the housing market downturn, the REA Group Ltd (ASX: REA) share price has been on fire this year.

Since the start of the year, the property listings company’s shares have risen a sizeable 28% to $142.20.

But don’t worry if you think you might have missed the boat with this ASX 200 share. That’s because one leading broker believes its shares can climb to a new 52-week high and then some more.

This ASX 200 share has ‘one of the best risk/reward profiles’

According to a note out of Goldman Sachs, its analysts have retained their conviction buy rating on this ASX 200 share with an improved price target of $164.00.

Based on the current REA share price, this implies potential upside of 15% for investors over the next 12 months.

What is the broker saying?

Goldman notes that REA and Domain Holdings Australia Ltd (ASX: DHG) are increasing prices for FY 2024 more than it was expecting. It commented:

FY24 price increases more material than expected, comprising: (1) REA Premiere+ pricing +9-13% (+9% MEL, +12.5% SYD, +13% TAS) with more aggressive Premiere All increases (i.e. > 20% in TAS) – suggesting that REA is continuing its playbook of targeting higher increases on its lower tiered products to entice agents to move up the tiers and increase overall spend (i.e. Prem All to Prem+ is c.30% price increase).

These prices are more material than we had anticipated for both REA/DHG (GSe prior +8%), but we are marginally surprised for DHG to not match REA in Sydney. We also note that given the digital marketing budget remains immaterial vs. the overall transaction costs, we remain bullish on the long term opportunity to continue growing yields.

In light of this, the broker highlights that REA has “one of the best risk/reward profiles in our domestic media coverage. In particular, we are positive on the pricing power of the real estate classified vertical, given that we believe budgets will rise (at the expense of commissions), and within existing budgets, REA, as a leading player in the vertical, under-monetises its lead generation.”

All in all, the broker believes this makes REA “among the highest-quality names in our coverage, given it has the highest ability to continue to drive pricing.”

And with this ASX 200 share currently trading on multiples well below historical levels, the broker sees plenty of value on offer right now and has it on its coveted conviction list.

The post This ASX 200 share can hit a new 52-week high: Goldman Sachs appeared first on The Motley Fool Australia.

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More reading

• Big Wednesday: 12 ASX 200 stocks cracking new 52-week highs
• 7 ASX 200 stocks smashing new 52-week highs on Monday
• Goldman Sachs names 5 of the best ASX tech shares to buy now

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

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