If you’re looking for a quick and easy way to build a diverse portfolio, then exchange traded funds (ETFs) could be the answer.

That’s because ETFs give investors the opportunity to invest in a large number of shares through just a single investment. In some cases, this provides instant diversification for a portfolio.

With that in mind, listed below are three ETFs that could be excellent options for investors next week. Here’s what you need to know about them:

BetaShares Global Energy Companies ETF (ASX: FUEL)

With oil prices trading in or around the US$90 per barrel level, energy producers are printing money at present. This bodes well for the companies included in the BetaShares Global Energy Companies ETF. This includes the leading players in the energy sector such as BP, Chevron, ExxonMobil, and Royal Dutch Shell. And with OPEC intent on not letting prices weaken, the coming years look positive for these companies and the ETF.

Vanguard Australian Shares Index ETF (ASX: VAS)

Another ETF for investors to look at next week is the Vanguard Australian Shares Index ETF. It provides investors with easy access to 300 of the largest companies on the Australian share market. This means you’ll be buying a highly diverse group of shares from a multitude of sectors. This includes miners such as BHP Group Ltd (ASX: BHP), banks like Commonwealth Bank of Australia (ASX: CBA), and retail giants including Woolworths Group Ltd (ASX: WOW). Another positive with the ETF is that it pays a decent dividend. At the last count, it was offering a trailing yield of ~7%.

Vanguard MSCI Index International Shares ETF (ASX: VGS)

A final ETF for investors to consider buying next week is the Vanguard MSCI Index International Shares ETF. This is arguably the most diverse ETF available today. That’s because the Vanguard MSCI Index International Shares ETF allows investors to buy a slice of approximately ~1,500 of the world’s largest listed companies. This means you’ll be owning many of the world’s biggest and best-known companies such as Amazon, Apple, AstraZeneca, Johnson & Johnson, JP Morgan, Nestle, Procter & Gamble, and Visa.

The post 3 excellent ETFs for ASX investors to buy next week appeared first on The Motley Fool Australia.

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More reading

• Are Vanguard Australian Shares ETF (VAS) dividends fully franked?
• 2 ETFs for ASX investors to buy for big dividends
• These 10 predictions could help you profit from the stock market regardless of inflation, interest rates or even another bear market
• How regularly does the Vanguard Australian Shares ETF (VAS) pay dividends?
• Is the Vanguard Australian Shares ETF fighting off inflation?

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 Vanguard MSCI Index International Shares ETF. The Motley Fool Australia has recommended Vanguard MSCI Index International Shares ETF. 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 Origin Energy Ltd (ASX: ORG) share price currently doesn’t reflect the full offer price that it recently received. What’s going on?

Origin is an ASX share involved in energy generation and energy retailing. In other words, it sells energy to households and businesses.

But, its time as a company on the ASX may be numbered because it has received a hefty takeover offer.

Takeover bid

Earlier this week, it was announced to the ASX that Origin had received a non-binding, indicative offer at $9 per share.

This follows earlier proposals to acquire Origin at $7.95 cash per share on 8 August, and another in September to buy at an indicative price of between $8.70 and $8.90 per share.

The bid has come from Brookfield and MidOcean Energy. The offer values Origin at $18.4 billion on an enterprise value basis. Brookfield would buy the energy markets business, and MidOcean would buy the integrated gas business.

The offer of $9 per share represented a 54.9% premium to the closing price of $5.81 on 9 November 2022.

Origin has entered into a confidentiality and exclusivity agreement with the consortium. Under the terms of the agreement, either party can terminate the exclusivity provisions after five weeks and four days, with one week’s notice.

The Origin board intends to grant the consortium the opportunity to conduct due diligence to enable it to put forward a binding proposal.

Based on current information and market conditions, if the consortium makes a binding offer of $9 cash per share, then it is the “current intention of the Origin board to unanimously recommend that shareholders vote in favour of the proposal”.

Why is the Origin share price so far under the bid?

If Origin shares were to rise to the bid price, that would represent an increase of around 20%.

That’s a lot of money that investors are leaving on the table, if a binding bid comes through. Why is it so much lower?

Origin itself said “if” the consortium makes a bid. There is also the agreement that allows the consortium (and Origin) to walk away from the exclusivity agreement. Those sorts of disclosures aren’t the biggest indications that a deal is virtually certain to happen.

I think it’s also worth pointing out what happened with the Brookfield bid for AGL Energy Ltd (ASX: AGL). Brookfield eventually walked away from the process and a deal didn’t happen.

Perhaps some investors are thinking there’s a risk that Brookfield may not follow through with this takeover either.

Only Brookfield and its consortium partner know how motivated they are to make a deal happen. But, it’s worth noting that the consortium has made three bids for Origin. So, in my view, there seems to be a good chance that a deal could happen. The board have indicated they would accept a $9 per share bid.

The Origin share price closed on Friday down 3.19% at $7.58.

Foolish takeaway

Going for Origin shares isn’t the sort of (short-term) investment I’d personally go for. But, I’d understand if some investors thought that it was an opportunity, if they believed the deal was likely to go ahead.

The post Why is the Origin share price not rising closer to Brookfield’s takeover price? appeared first on The Motley Fool Australia.

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• Why Computershare, Jervois Global, Origin, and Whitehaven Coal shares are sinking
• Here are the 3 most traded ASX 200 shares on Friday
• Elon Musk’s ‘Alan Bond’ moment?
• 5 of the craziest things making news on the ASX this week
• Here are the top 10 ASX 200 shares today

Motley Fool contributor Tristan Harrison 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 Brookfield Asset Management. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Brookfield Asset Management Inc. CL.A LV. 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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If you’re searching for dividend shares, then it could be worth checking out the two that Morgans is tipping as buys.

Here’s what you need to know about them:

Dexus Industria REIT (ASX: DXI)

Morgans is tipping this industrial and office property company as a dividend share to buy.

That’s because it believes Dexus Industria is well-placed for growth thanks to strong demand in the industrial market.

The broker currently has an add rating and $3.25 price target on the company’s shares. It commented:

DXI’s key industrial markets remain robust with the outlook for solid rental growth backed by strong tenant demand. The development pipeline also provides near and medium term upside potential. A key focus will be the leasing up of the business park assets and a potential divestment could be a positive catalyst. While the portfolio remains well positioned we acknowledge there will be near-term uncertainty around interest rates.

As for dividends, the broker is forecasting dividends per share of 16.4 cents in FY 2023 and 16.9 cents in FY 2024. Based on the current Dexus Industria share price of $2.85, this will mean yields of 5.8% and 5.9%, respectively.

Santos Ltd (ASX: STO)

Another ASX dividend share that Morgans rates as a buy is Santos.

It is of course one of the region’s largest energy producers and the owner of a collection of high quality operations thanks to its recent merger with Oil Search. From these operations, it is aiming to deliver production of 103-106 million barrels of oil equivalent (mmboe) this calendar year.

Morgans is positive on the company due to its growth prospects and diversified earnings base. It has an add rating and $9.00 price target on its shares. The broker commented:

The resilience of STO’s growth profile and diversified earnings base see it well placed to outperform against a backdrop of a broader sector recovery. While pre-FEED, we see Dorado as likely to provide attractive growth for STO, while its recent acquisition increasing its stake in Darwin LNG has increased our confidence in Barossa’s development.

In respect to dividends, Morgans is expecting dividends per share of 22.8 cents in FY 2022 and 24.2 cents in FY 2023. Based on the current Santos share price of $7.50, this will mean yields of 3% and 3.2%, respectively.

The post Broker names 2 ASX dividend shares to buy next wee appeared first on The Motley Fool Australia.

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• Morgans names 2 ASX dividend shares to buy with big yields
• 4 battered ASX 200 shares that are ‘obvious M&A targets’: expert
• Experts name 2 high yield ASX dividend shares to buy

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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Medibank Private Ltd (ASX: MPL) shares were lifted by broader market momentum on Friday after the United States reported a softer-than-expected inflation number for October.

The Medibank share price finished the session on Friday up 1.79% to $2.84. The S&P/ASX 200 Index (ASX: XJO) finished the day up 2.79% to 7,158 points.

But Friday’s surge is likely little comfort to Medibank shareholders. They’ve seen their investments smashed by almost 20% following news of the cyberattack.

The saga got worse during the week with the cyber thieves publishing a sample of the data on the dark web.

The data includes names, birth dates, contact information, Medicare numbers, and in some cases, individual customer healthcare information.

One fundie says the market has overreacted. Let’s hear what he has to say.

Is Medibank a buy?

Martin Conlon, head of Australian equities at Schroders, says cybercrime is “likely to be an ongoing risk for all organisations”.

Conlon says:

We believe the scale of the share price reaction in the case of Medibank Private is likely to be excessive.

More broadly, we question whether many companies are accurately assessing the payoff for many technology investments. The cost savings, customer insights and supposed business efficiencies are nearly always highlighted by management in justifying spend.

The increasing reliance of many companies on external providers, vulnerability to price gouging and increasing business complexity receive less attention.

As my colleague Tony reported this week, QV Equities pounced on Medibank shares during the sell-off.

The company is “using the volatility” of today’s market to buy undervalued shares with “strong competitive advantage and recurring earnings”.

In a note to clients, QV Equities said:

We used the recent volatility to increase our holdings in high-quality companies at attractive prices including Lottery Corporation Ltd (ASX: TLC) and APA Group (ASX: APA).

We also took the opportunity to increase our holding in Medibank Private after its share price fell heavily after a well-publicised cyber-attack on its client database.

ASX investors take advantage of Medicare share price fall

Analyst Eliot Hastie from Australian brokerage platform Stake says their clients have been buying up big on Medibank shares.

As my colleague Bernd reports, Hastie said:

Stake customers have seen this as a buying opportunity, with a 1,426% increase in buys last month, suggesting that many are still positive about Medibank’s long-term outlook.

In fact, Medibank saw the biggest change from sales to buys of all Australian stocks in October when compared to September.

The post Medibank share price sell-off ‘excessive’: expert appeared first on The Motley Fool Australia.

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• 5 of the craziest things making news on the ASX this week
• ‘Use the volatility’: QVE reveals 3 ASX shares it just bought
• Do Medibank shares now represent a buying opportunity?
• Here are the 3 most traded ASX 200 shares on Wednesday
• Medibank share price lifts despite hackers leaking data

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended APA 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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Ask A Fund Manager

The Motley Fool chats with the best in the industry so that you can get an insight into how the professionals think. In this edition, Maple-Brown Abbott portfolio manager Phillip Hudak digs up the ASX share that (somewhat) made up for his biggest mistake.

The ASX share for a comfortable night’s sleep

The Motley Fool: If the market closed tomorrow for four years, which stock would you want to hold?

Phillip Hudak: The one that you’d want to hold is Generation Development Group Ltd (ASX: GDG). This is a financial services player specialising in tax-effective investment bonds. 

It’s a market leader with approximately half of the industry flow coming through for the company. It’s highly defensive with average investment terms greater than 17 years. In addition to that, they made a Lonsec acquisition, which has outperformed expectations, and they’ve just launched an annuity product recently that is gaining momentum off a low base with key product differentiation, including more investment options and greater flexibility versus other annuity products out there. 

The key risk for the company is potential changes on the regulatory side coming through there.

MF: I see the share price has lost about 30% since April. You’re not too concerned about that?

PH: Yeah, look, the medium-term outlook looks very strong there. The trajectory of fund flow has been building each year… and the opportunity set’s not only in the investment bonds part of the business. [The] Lonsec and the annuity upside potential there is reasonably positive.

Looking back

MF: Is there a move that you regret from the past? For example, a missed opportunity or buying a stock at the wrong timing or price.

PH: Look, there’s a lot of things you regret as a portfolio manager there and it’s very, very hard to get things right all the time.

MF: I’ve heard from many portfolio managers that if you get six out of 10 right then you’ve had a very good year.

PH: That’s right there. 

I’ll probably just use a recent example. Probably what I’d say is I’ve unappreciated the momentum behind the lithium trade, particularly at the smaller end of the market. I’ve probably underestimated the speed of the EV [electric vehicle] adoption and the result by governments around the world with subsidies for electric vehicle purchases. 

Many of the lithium stocks that are listed in the Australian small cap market are concept stocks or in the development stage and the path to earnings for many of these companies is outside our investment process and valuations for many of these stocks look stretched. We’ve remained sort of true to our investment process and avoided many of these stocks.

How we have got exposure to the EV trade is through graphite, and that has been through a company called Syrah Resources Ltd (ASX: SYR). Graphite is actually quite interesting and it makes up a significant portion of the cell components on the anode side of the EV battery. 

Graphite has strategic importance, with 80% of global production coming from China and a little bit less of that on the material processing side also comes from China. Syrah Resources has been a major beneficiary of the US Inflation Reduction Act, which has actually seen the US Department of Energy providing grants for downstream processing facilities in the battery material supply chain. Syrah Resources has been a beneficiary of a $220 million US grant for their Louisiana facility.

MF: Fantastic. It’s interesting to hear of another battery ingredient aside from lithium. 

PH: From our perspective, it’s a stock that actually fits our investment process.

The post EVs and bonds: Fundie picks 2 ASX shares to buy for the long run appeared first on The Motley Fool Australia.

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• 3 ASX All Ordinaries shares hitting new multi-year highs today
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• 3 ASX All Ordinaries shares smashing multi-year highs today
• 3 lithium ASX shares to watch after Tesla’s results

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 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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I’m a big fan of buy and hold investing and believe it is a great way for investors to grow their wealth.

To demonstrate how successful it can be, I like to pick out a number of popular ASX shares to see how much a single $20,000 investment 10 years ago would be worth today.

This time around I have picked out the three ASX shares that are listed below:

Corporate Travel Management Ltd (ASX: CTD)

This corporate travel booking company’s shares have smashed the market over the last decade despite the COVID pandemic. This has been driven by the success of its growth through acquisition strategy and focus on technology, which has underpinned impressive sales and profit growth over the period. Over the last 10 years, Corporate Travel Management shares have provided investors with a total return of 20% per annum, which would have turned a $20,000 investment into just over $125,000.

Jumbo Interactive Ltd (ASX: JIN)

Jumbo is the online lottery ticket seller behind the Oz Lotteries platform. In addition, the company has a growing Powered by Jumbo software as a service platform which has been helping disrupt the global lottery market by making the shift online easier for lottery operators. And with the shift online still in its infancy, this side of the business has been tipped to grow materially in the future. This means that the strong gains the Jumbo share price made over the last 10 years may not be the end of the story. Speaking of which, Jumbo’s shares have provided investors with an average total return of 23.2% per annum over the last 10 years. This would have turned a $20,000 investment in its shares 10 years ago into ~$160,000 today.

Macquarie Group Ltd (ASX: MQG)

Finally, the Macquarie share price has been a consistently strong performer over the last decade whatever the economy has thrown at it. This has been possible due to the quality and diversity of its operations and its strong position in investment banking. During this time, the bank has outperformed both the market and the big four banks by some distance with an average total return of 20.8% per annum. This would have turned a $20,000 investment in Macquarie’s shares in 2012 into ~$132,000 today.

The post These ASX shares turned $20,000 into $100,000 in 10 years appeared first on The Motley Fool Australia.

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• Top ASX dividend shares to buy in November 2022
• Which are the best ASX 200 shares to buy now for 2023?
• 3 ASX 200 directors buying up their company shares in the past week
• Why is the Macquarie share price starting the week lower?
• Top broker names 2 ASX dividend 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 positions in and has recommended Jumbo Interactive Limited. The Motley Fool Australia has recommended Corporate Travel Management Limited, Jumbo Interactive Limited, and Macquarie Group Limited. 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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Whether contemplating retirement or trying to manage the impacts of rising costs on the household budget, most Aussies would welcome some additional income. And most of us would also love to be able to generate this income without having to work extra hours or sacrifice time spent with family and friends.

But despite surging inflation, even savers with cash to invest in term deposits right now can struggle to find a bank willing to pay more than around 3% in interest, especially over the long term. For this reason (and lots of others!), many investors choose to buy ASX dividend shares.

Aussie investors love dividend shares for their potential to deliver a reliable income stream that’s often far superior to what can be earned in savings accounts. And don’t forget the potential franking credits!

So, we asked our Foolish contributors which ASX dividend shares they reckon offer top buying in November for passive income in the future. Here’s what the team came up with:

8 best ASX dividend shares for November 2022 (smallest to largest)

Dusk Group Ltd (ASX: DSK), $124.54 million

CSR Limited (ASX: CSR), $2.17 billion

Premier Investments Limited (ASX: PMV), $4.06 billion

Whitehaven Coal Ltd (ASX: WHC), $7.47 billion

Allkem Ltd (ASX: AKE), $10.32 billion

Coles Group Ltd (ASX: COL), $22.71 billion

Macquarie Group Ltd (ASX: MQG), $70.10 billion

National Australia Bank Ltd (ASX: NAB), $98.87 billion

(Market capitalisations as at market close on 11 November 2022)

Why our Foolish writers love these ASX dividend shares

Dusk Group Ltd

What it does: Dusk is an ASX retail share. The company is a purveyor of candles, fragrances and other homewares.

By Sebastian Bowen: Dusk was one of the ASX retail shares that managed to survive and thrive during the COVID-induced lockdowns over the past two years. It has, however, suffered a significant share price fall in recent months, but I believe Dusk is navigating the post-COVID era with aplomb.

Its latest annual results showed the company sharply increasing its online sales. On recent pricing, Dusk has a trailing, fully-franked, dividend yield of more than 10%, which I believe is well worth considering for income investors this November.

Motley Fool contributor Sebastian Bowen owns shares in Dusk Group Ltd.

CSR Limited

What it does: CSR operates across three distinct and diversified business segments: building products, property, and aluminium production. The lion’s share of the company is constructed around the various building materials it manufactures. These products range from plasterboard to insulation and more.

By Mitchell Lawler: When investing, I look for companies that display evidence of good management, a great balance sheet, and an attractive valuation. Throw in six decades of experience operating as an ASX-listed business, and you might just be staring down the barrel of a potential serial compounder.

CSR could be considered a boring business by many. However, boring can be beautiful – as it can oftentimes mean the company is an overlooked hidden gem. In my opinion, this long-standing building materials maker is undervalued at a 10.08 times price-to-earnings (P/E) ratio, compared to a nearly 14 times industry average.

Housing supply is becoming a topical issue, with the Federal Government aiming for 1 million new homes by 2030. This combined with increased energy efficiency requirements as part of the National Construction Code (NCC), and I think CSR has a recipe for consistent growth.

The company is offering a succulent 7.6% dividend yield right now based on current pricing.

Motley Fool contributor Mitchell Lawler owns shares in CSR Limited.

Premier Investments Limited

What it does: Premier Investments is the parent business behind a number of popular retail brands, including Just Jeans, Jay Jays, Peter Alexander and Smiggle. The company also has substantial holdings of Breville Group Ltd (ASX: BRG) and Myer Holdings Ltd (ASX: MYR) shares.

By Tristan Harrison: I think the last two and a half years have shown the quality of this business, with impressive profit growth. In FY22, net profit grew by 4.9% on FY21 and 167% compared to FY19.

In the first 12 weeks of FY23, total global sales were up 42.8%, albeit partly due to last year being impacted by COVID-related store closures.

In the coming years, I think Premier Investments can continue growing its online sales, which are more profitable than its in-store sales, helping boost overall profitability. And according to Commsec, the company is expected to pay a grossed-up dividend yield of 5.8% in FY23, based on a potential $1.03 per share annual payout.

The Premier Investments share price is down around 16% this year, making it appear good value to me.

Motley Fool contributor Tristan Harrison does not own shares in Premier Investments Limited.

Whitehaven Coal Ltd

What it does: Whitehaven is a major coal producer in Australia with mining operations in New South Wales and Queensland.

By Matthew Farley: Whitehaven boasts a current full-year dividend of 48 cents per share (cps), thus giving it a trailing dividend yield of 6.0% at the time of writing.

I’m bullish on this company due to the world’s continued reliance on coal as a source of energy, underlined by the European energy crisis, as well as China’s inevitable reopening once it finally gets COVID-19 under control. I believe these tailwinds should help keep Whitehaven’s earnings and dividend payments looking pretty healthy.

This is further supported by Goldman Sachs, which recently forecast Whitehaven’s dividend to reach 84 cps for FY2023, with a consensus estimate of 120 cents. So, I believe dividend investors have good reason to be excited about Whitehaven shares right now.

Motley Fool contributor Matthew Farley does not own shares in Whitehaven Coal Ltd.

Allkem Ltd

What it does: Allkem is a speciality lithium products company with a global portfolio of diverse and high-quality lithium chemicals.

By James Mickleboro: My pick this month has never actually paid a dividend. However, that is expected to change in FY2023, with the market predicting an inaugural dividend payment. And it certainly will have been worth the wait!

Thanks to the mountains of cash that Allkem is generating from sky-high lithium prices, the team at Bell Potter is expecting a 94.8 cps dividend this financial year. And with prices expected to remain strong and management aiming to grow production 3x by 2026, even bigger dividends of 255.1 cps are forecast in both FY2024 and FY2025.

Based on the Allkem share price of $16.18 at the close of trade on Friday, this will mean yields of around  5.9% and 15.8%, respectively.

Motley Fool contributor James Mickleboro owns shares in Allkem Ltd.

Coles Group Ltd

What it does: Coles operates one of Australia’s largest supermarket and liquor retailing networks. It opened its first store in 1914 and now boasts more than 2,500 retail outlets nationwide.

By Brooke Cooper: The Coles share price has struggled alongside the broader S&P/ASX 200 Index (ASX: XJO) in 2022, falling by around 5% year to date.

That’s despite the company’s after-tax profits lifting 4% over the 2022 financial year to around $1 billion.

The business is also relatively well protected from inflation. Indeed, it expects inflationary impacts will drive more value-seeking customers through its doors.

Broker Morgans agrees, saying Coles’ strong balance sheet and defensive characteristics should help it navigate a weakening economic environment. It tips the Coles share price to lift around 15% to $19.50 amid rising dividends.

Coles currently trades with a 3.7% dividend yield, having paid out 63 cps last financial year.

Motley Fool contributor Brooke Cooper does not own shares in Coles Group Ltd.

Macquarie Group Ltd

What it does: Macquarie is one of the largest companies trading on the ASX 200 and Australia’s fifth-largest bank by market capitalisation. It is primarily involved in investment and commercial banking, as well as asset management, with $795 billion in funds under management today.

By Bronwyn Allen: There are high-quality ASX shares I haven’t invested in over the years because their prices were just too high to deliver a decent dividend yield. One of those was Macquarie, but this year’s market correction changed that for me.

In the year to date, the Macquarie share price is down by around 13% to $179.30 at Friday’s market close, with a trailing dividend yield of 3.5%. That’s much more attractive than where it has been in the recent past. This time last year, the Macquarie dividend yield was sitting at 3%. Two years ago, it was at 2.25%.

ASX growth shares often demand that investors forgo a decent dividend in exchange for better capital gains. But today, I think Macquarie offers new investors both good potential share price growth in the medium term and reasonable income returns along the way.

A 10-year history of shareholder returns presented in the company’s 1H FY23 management analysis shows Macquarie has consistently grown its earnings per share (EPS) every year (except during the COVID years).

Motley Fool contributor Bronwyn Allen owns shares in Macquarie Group Ltd.

National Australia Bank Ltd

What it does: NAB is an ASX 200-listed financial stock offering a range of banking and financial services, including wealth management. With a market cap of almost $100 billion, it’s one of Australia’s ‘big four’ banks.

By Bernd Struben: NAB has been a reliable income stock for a decade, paying out twice-yearly, fully-franked dividends every year since 2012. The bank has a strong focus on business banking. And it operates in a fairly resilient sector amid an environment of rising interest rates. Indeed, the NAB share price is up by almost 9% in 2022 based on its closing price of $31.35 on Friday.

NAB recently reported an 8.3% year-on-year increase in its cash earnings ($7.1 billion) for the 12 months ending 30 September. The bank declared a final dividend of 78 cps, bringing the full-year dividend to $1.51 cps, up 18.9% from the prior year.

At the current share price, that works out to a trailing dividend yield of 4.8%.

Motley Fool contributor Bernd Struben does not own shares in National Australia Bank Ltd.

The post Top ASX dividend shares to buy in November 2022 appeared first on The Motley Fool Australia.

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• Analysts say these ASX growth shares are buys
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• 3 ASX 200 lithium shares smashing all-time highs on Friday
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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 COLESGROUP DEF SET. The Motley Fool Australia has recommended Dusk Group Limited, Macquarie Group Limited, and Premier Investments Limited. 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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ASX 200 energy shares have soared in the year to date, but what’s the outlook for oil prices?

Oil producers on the ASX 200 include Santos Ltd (ASX: STO), Woodside Energy Group Ltd (ASX: WDS) and Beach Energy Ltd (ASX: BPT).

All three ASX 200 energy shares have enjoyed tailwinds this year to date amid soaring gas and oil prices. Let’s take a look at what could lie ahead.

‘Turning point’ for oil

Woodside shares have exploded a massive 76% in the year to date. Meanwhile, Beach Energy shares have soared nearly 40% year to date, while Santos shares have climbed nearly 19%.

Looking at the outlook for the oil price, a decision by OPEC to cut production could benefit oil prices, according to analysts.

In a research note, ANZ senior commodity strategist Daniel Hynes and commodity strategist Soni Kumari said:

OPEC’s move to cut production by 2 million b/d could be a turning point for the oil market and it is starting from this month.

This, along with Russian oil sanctions by the EU from December, could tighten the market in Q4.

Possible headwinds?

On the flip side, the strategists noted the impact of the slowing global economy and Chinese demand on the oil price and pointed out that the oil market was strong. They said:

A slowing global economy and sustained soft demand from China are key headwinds, but the oil market is fundamentally in a stronger position that it has been in previous economic downturns due to depleted stocks for oil and refined products.

Underinvestment in the sector remains a structural factor that is supporting prices.

Woodside reported in its recent quarterly results it achieved a portfolio average realised price of $102 per barrel of oil equivalent in the third quarter. Santos said it achieved a crude oil price of US$108 a barrel.

The post Here’s the good oil on what’s coming up for ASX 200 energy shares appeared first on The Motley Fool Australia.

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• Why are Santos shares missing out on the ASX 200 party today?
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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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Cryptocurrency prices like those of Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH) have been incredibly volatile this week, although that is nothing too new.

Unfortunately for crypto investors, volatile in this case means they have fallen in value, and substantially so. At the start of this week, you could exchange one Bitcoin for just under US$21,000. Today, that same coin is going for around US$17,000. That’s a drop close to 20%. Ouch.

It’s been even worse for the second-largest cryptocurrency by market capitalisation, Ethereum. Ethereum has fallen from around US$1,550 at the start of the week to the US$1,232 it is commanding today, a fall of more than 21%.

These falls can probably be attributed to the disaster of the global cryptocurrency exchange FTX. As my Fool colleague Bernd dug into this week, FTX is, or at least was, one of the largest exchanges in the world. But after a liquidity crisis, FTX is now in deep trouble and could be facing collapse.

All of this roiled crypto markets and sent Bitcoin to its lowest price in two years. But could this affect the share market?

Has Bitcoin’s woes affected ASX shares this week?

After all, many cryptocurrency investors also invest in shares, and vice versa. So investors might be wondering how this massive volatility in the crypto markets could affect their ASX shareholdings.

We’re used to hearing arguments in favour of investing in cryptocurrencies that involve the supposed lack of correlation these markets have with other assets like shares. After all, many investors still call Bitcoin ‘digital gold’.

Well, what happens in cryptocurrency markets can certainly affect shares that are involved in the crypto markets. Fellow crypto exchange Coinbase Global Inc (NASDAQ: COIN) shares have lost more than 15% over the past five trading days. And the ASX-listed BetaShares Crypto Innovators ETF (ASX: CRYP) has lost more than 20%.

But apart from these crypto-linked companies, the markets overall seem unfazed. Over those same five days, the NASDAQ-100 (NASDAQ: NDX) has risen by a very healthy 6.4% or so. The S&P/ASX 200 Index (ASX: XJO) is up 3.85%, while the American benchmark S&P 500 Index (SP: .INX) has gained over 5%. Even gold is up big.

So it seems that, at least this time, volatility in the cryptocurrency markets has not even touched our share portfolios.

The post How might volatile crypto prices impact your ASX shares? appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen has positions in Bitcoin, Coinbase Global, Inc., and Ethereum. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Betashares Crypto Innovators ETF, Bitcoin, Coinbase Global, Inc., and Ethereum. The Motley Fool Australia has positions in and has recommended Bitcoin and Ethereum. 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 Arafura Rare Earths Ltd (ASX: ARU) share price was a strong performer on Friday.

The rare earths developer’s shares ended the day 7.5% higher at 35.5 cents.

Why did the Arafura share price charge higher?

Although the Arafura share price was chugging along nicely for most of the day, it went into overdrive late in the session after the company released an update.

That update relates to the 100%-owned Nolans Neodymium-Praseodymium (NdPr) Project in the Northern Territory.

According to the release, the company has updated the findings of the 2021 Feasibility Study Update, which “re-confirms Nolans as an exceptionally valuable world-class NdPr rare earths project.”

The release reveals that based on a life of mine NdPr Oxide price of US$130.10 per kg, the company expects to generate annual revenue of US$587 million from its rare earths sales.

As for earnings, including estimated phosphoric acid sales revenue of US$65 million per annum and based on operating costs of US$195 million per annum, management expects Nolans to generate EBITDA of US$409 million per annum.

‘Exceptionally valuable’

Arafura’s managing director, Gavin Lockyer, was pleased with the update. He said:

This Update re-confirms Nolans as an exceptionally valuable world-class NdPr rare earths project, with the capacity to deliver strong financial returns over an initial long mine life of 38 years. With NdPr offtake progress at the binding contract stage and the opportunity for strategic investment, particularly from quality partners such as the Hyundai Motor Company, we anticipate that project financing will continue to gain momentum.

The Nolans NdPr Project is one of the only construction ready rare earth oxide projects of scale in the western world. The significant size of the Nolans deposit provides customers with improved security of supply for critical raw materials. Our “Ore to Oxide” process at a single site provides comfort that the product is being derived from processes aligned with those customers’ ESG priorities. Forecast long-term sustained demand growth for NdFeB magnets, required to support the manufacture of electric vehicles and wind turbines, is being driven by global commitment to a net zero future.

Lockyer also notes that a lack of NdPr sources outside of China puts the company in a strong position. He said:

Also, given the lack of alternative NdPr sources outside of China, there is the rising imperative for nations to secure sustainable diverse supply chains. This market environment provides a supportive platform which positions Arafura as the next global rare earth oxide producer and the immediate impetus to move ahead with greater confidence than ever before.

The post Why did the Arafura share price surge over 7% higher on Friday? appeared first on The Motley Fool Australia.

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More reading

• Why Arafura Rare Earths, BHP, Capricorn Metals, and Newcrest shares are rising today
• Arafura share price rockets 10% on Hyundai and Kia rare earths deal
• Why have shares in ASX 300 rare earths miner Arafura just been halted?
• Could this news be helping the Sayona share price light up today?
• Why is the Arafura share price sliding 6% on Friday?

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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