CSL Ltd (ASX: CSL) shares are trading in the red again on Tuesday afternoon. At the time of writing they’re down 0.47% for the day at $178.46 a piece. That means the stock has now crashed 36.54% over the year-to-date.

The Australian biotech company’s shares suffered a brutal sell-off in mid-August. This followed its FY25 results and surprise restructure announcement which sparked an investor panic. As a result, the CSL share price lost around a fifth of its value within just one week. At the time, analysts said the investor reaction was overdone and unwarranted. 

Fast forward to just two and a half months later and the company’s share price dropped another 19.2% to a seven-year low in late-October. after it downgraded its FY26 revenue and profit growth guidance. 

Analyst consensus is that the sell-off of CSL shares is well overdone and that we’ll see a turnaround very soon. Analysts are bullish on the outlook of CSL shares too. They expect the share price could rocket as high as $273.82 over the next 12 months, which implies a 53.52% upside at the time of writing.

The 50+% anticipated increase is impressive, but I have my eye on another ASX biotech stock which I think is an even better buy for investors looking for growth.

Another ASX biotech stock set to boom

Mesoblast Ltd (ASX: MSB) is a clinical-stage biotechnology company which develops and commercialises allogeneic cellular medicines to treat complex diseases. The company has a specific Healthcare Common Procedure Coding System (HCPCS) J-Code for its recently approved Ryoncil stem cell therapy from the United States Centers for Medicare & Medicaid Services (CMS) and it plans to expand Ryoncil®’s approved use into adult SR-aGvHD patients. 

Mesoblast also has REVASCOR® for advanced chronic heart failure, and MPC-06-ID for chronic low back pain due to degenerative disc disease. These cell therapy candidates are towards the latter stages of their clinical trial pipelines. 

Not only is the company well-positioned for growth, it is also well-funded. Mesoblast said it will consider drawing additional capital from its convertible note facility as it continues to grow sales and broaden its cell therapy pipeline for other inflammatory conditions.

More good news is that Mesoblast’s cell therapy products will not be subject to the the US 100% tariff on pharmaceuticals. This is because they are manufactured in the US.

In my book, Mesoblast’s potential far outweighs that of CSL and its shares.

What does Mesoblast’s share price outlook look like?

Mesoblast shares are currently flat for the day at $2.72 a piece. Over the past month the shares have climbed 16.74% and over the past 6 months the shares have surged 46.24%. 

However, due to a sharp uptick in the share price in January this year, when the company posted its December quarterly report, the shares are currently trading 18.81% lower for the year-to-date. 

Analyst consensus is that there is a strong upside ahead for Mesoblast shares too.

TradingView data shows that all 6 analysts have a strong buy rating on the shares. The analysts are forecasting target prices as high as $5.25 per share. This implies a huge 92.56% potential upside at the time of writing.

Broker Bell Potter has a speculative buy recommendation on Mesoblast shares and a price target of $4. This indicates a potential upside of 47.1% at the time of writing. 

The post Forget CSL shares, I’d buy this booming biotech stock instead appeared first on The Motley Fool Australia.

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Motley Fool contributor Samantha Menzies 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 CSL. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Shares in Investigator Silver Ltd (ASX: IVR) were trading higher on Tuesday after the company revealed updates to the feasibility study for its Paris project in South Australia.

The company said it had changed key parameters of the definitive feasibility study for the mining project on the Eyre Peninsula, which would lead to a 6% increase in silver recovery.

The company also said it had revised the open pit size, incorporating new cost inputs and a higher assumed silver price, which reduced the economic cut-off grade and improved the strip ratio, “highlighting the potential to increase the mineable inventory”.

Key milestones being ticked off

Investigator Managing Director Lachlan Wallace said the project continued to mature “through a disciplined and transparent process”.

Mr Wallace went on to say:

By reporting key technical outcomes as individual workstreams advance, we are providing shareholders with clear visibility on how the study is progressively strengthening the project design and development framework. In a silver price environment that is at, or near, record levels, it is particularly encouraging to see the technical studies responding as expected. Pit optimisation work indicates the potential to capture additional mineralised material within the mine plan through a lower economic cut-off grade, while concurrent metallurgical test work has delivered higher silver recoveries through a finer grind. Together, these outcomes reinforce the leverage of the Paris Silver Project to silver price and the quality of the underlying resource.

Mr Wallace said the company was now focused on progressing the project through detailed scheduling, process design, and cost finalisation, with Investigator “firmly on track” to deliver the completed definitive feasibility in the first half of 2026.

High silver price a game-changer

The company said it had revised the size of the open pit using a cut-off grade of $70 per ounce of silver, which was still “materially below the current spot price of approximately $95 per ounce”.

At this price, and using updated cost assumptions, the estimated economic cut-off grade reduces materially from 43.5 grams per tonne silver in the 2021 pre-feasibility study to a range of 22-27 grams per tonne silver, depending on host rock type. This reflects materially improved project economics at the optimisation level under current market conditions. The lower cut-off grade increases contained silver within the optimised pit shell by approximately 13 million ounces relative to the pre-feasibility study.

Investigator shares were trading 8.2% higher at 7.9 cents on Tuesday.

The company was valued at $144.5 million at the close of trade on Monday.

The post Which Aussie silver company’s shares are charging higher on positive news? appeared first on The Motley Fool Australia.

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

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

Warren Buffett would be the first to tell you that’s a great strategy. In fact, he has said that most investors should employ this strategy. However, Buffett and his team sold their S&P 500 exchange-traded funds (ETF) last year, and they’ve been net sellers of stocks for the past 12 quarters, an unprecedented streak.

Berkshire Hathaway‘s (NYSE: BRK.A)(NYSE: BRK.B) cash pile sits at nearly $392 billion, a 200% increase over the past three years, and its highest ever. 

However, I don’t think investors should interpret this as a loss of confidence in the market. Buffett is a big believer in the American story and the power of the market to generate shareholder wealth over time. And although he’s sold more stocks than he’s bought recently, he’s still buying.

So how should investors interpret it? It’s not hard to see that the market is expensive today, and after three years of high growth, it’s looking more and more like there may be a stock market bubble. Buffett clearly doesn’t see many opportunities in today’s market, and that could be a setup for some kind of correction.

Investors can’t know if that’s imminent or still years away, but you can set yourself up for success, no matter what happens in 2026. Here’s how.

1. Focus on valuation and avoid expensive stocks.

Buffett is known as a value investor, which means that he seeks undervalued stocks that should be expected to rise to their intrinsic value. As the market becomes more expensive, it’s harder to find these kinds of stocks, which is why Berkshire Hathaway’s stock purchases have been limited over the past two years. The S&P 500 cyclically adjusted P/E (CAPE) ratio is higher than 39, the highest it’s been in 25 years.

In general, Buffett prefers high-quality companies to cheap stocks. One of his most oft-quoted quips is that “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” This implies that Buffett doesn’t see today’s prices as fair, let alone cheap.

It’s always important to be choosy about valuation and not overpay for a stock; inflated stocks inevitably lead to a drop. But in this environment, it’s crucial.

2. Have some cash ready for deals

Buffett won’t claim to know if there’s a crash coming in 2026, but elevated valuations sure makes it seem likely that there could be downward pressure soon. If you don’t have any cash available, you’ll miss the chance to buy stocks on the dip if they fall.

Even in the case that the market continues to climb this year, it becomes all the more important to have cash ready to scoop up the few opportunities that do land. For example, Berkshire Hathaway took a position in healthcare giant United Healthcare in the second quarter likely after it plunged and fell to a P/E ratio of 11. Similarly, it took a position in Alphabet in the third quarter, when its average P/E ratio was 22. Today, it’s 31.

3. Keep investing

One Buffett tenet is to stay in the market under pretty much all circumstances. The moment you pull your money out, you cement your losses instead of giving your stocks the chance to rebound. And if you’re not buying new stocks, you’re missing out on market growth and magic of compounding.

“Certainly in the next 20 years, you’ll see a period that will be what somebody in the market described one time as a hair curl compared to anything you’ve seen before,” Buffett said at this year’s annual meeting. “The more sophisticated the system gets, the more the surprises can be out of right field. That’s just…part of the stock market.”

Market volatility is a part of the process. Don’t panic sell if things get rough, and keep seeking out opportunities.

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

The post As 2026 gets closer, Warren Buffett’s warning is ringing loud and clear. Here are 3 things investors should do. appeared first on The Motley Fool Australia.

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

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

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Jennifer Saibil has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet and Berkshire Hathaway. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended UnitedHealth Group. The Motley Fool Australia has recommended Alphabet and Berkshire Hathaway. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Now could be a good time to buy Praemium Ltd (ASX: PPS) shares according to one top broker.

In fact, if it is on the money with its recommendation, this ASX AI stock could deliver market-beating returns over the next 12 months.

What is the broker saying?

Bell Potter notes that the investment platform provider is leaning into artificial intelligence (AI) with the announcement of the acquisition of Technotia Laboratories for $7.5 million.

Commenting on the deal, the broker said:

We view the acquisition of Technotia Laboratories as value accretive and strategic – it requires low post-synergies incremental EBIT and AI-led product development creates potential upside to the trading multiple – should demand materialise.

Technotia is a business of multi-disciplinary scientists who apply an evidence-based approach to test ideas through computing machinery and intelligence. PPS originally engaged with Technotia to uplift its superannuation offering in 2H24 – so we view the acquisition as carrying high visibility. Other example third party engagements include the delivery of a truss system for Perth Stadium and patented servers with improved compute power

Time to buy this ASX AI stock

According to the note, the broker has responded to the news by retaining its buy rating and $1.05 price target on Praemium’s shares.

Based on its current share price of 77 cents, this implies potential upside of over 36% for investors over the next 12 months.

In addition, Bell Potter expects Praemium’s shares to provide an attractive 3.2% dividend yield in FY 2026. This boosts the total potential return to approximately 40%.

To put that into context, a $10,000 investment in this ASX AI stock would be worth approximately $14,000 by the end of next year if the broker is on the money with its recommendation.

Commenting on its buy rating, Bell Potter said:

Maintain Buy. PPS has been eying acquisitions after OneVue – and Technotia looks to provide ROIC above the company’s WACC, differentiating and applying expertise over the platform. Our hurdle $0.9m NOPAT has vendor contract, technology and employee cost line-item levers, with additional FUA providing potential upside to the accretion.

PPS enters FY26 with an improvement in cash operating expenses as FUA and attaching revenue scale and is set to benefit from an additional +$3m run-rate cost out from 1H26 following the integration of OneVue. We think PPS has extensive growth runway with low single digit market share and is set to benefit from contract win momentum translating into revenue.

The post Why this ASX AI stock could return 40% in 2026 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 Praemium. 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.

Finding blue chip ASX 200 shares on our stock market that sport dividend yields north of 4% has been increasingly difficult in 2025. Last year and this year have both been quite lucrative for ASX investors, with the AX 200 up almost 14% since the end of 2023.

Whilst that has been good news for existing investors, it has had the unfortunate consequence of lowering the dividend yields on offer from many blue chip stocks. There are quite a few popular ASX 200 shares that used to offer 4% yields but no longer do. Thankfully, there are some 4%-ers still out there, though. Let’s talk about three of them today.

Three ASX 200 blue chip shares with 4% dividend yields today

ANZ Group Holdings Ltd (ASX: ANZ)

ANZ shares have been quiet winners in recent months. This ASX 200 bank stock and blue chip share has risen by nearly 40% since April’s lows. It appears investors are placing a lot of faith in new CEO Nuno Matos to turn this bank around. Whilst this share price rise has seen ANZ’s dividend yield dip below the 5% it was trading at earlier in the year, it is still well over 4% today.

Over 2025, ANZ has funded two dividends. Investors received 83 cents per share in July. The final dividend of 83 cents per share will be paid out in three days’ time. Both payments come with partial franking at 70%.

Those payments give ANZ shares a dividend yield of 4.55% today.

Rio Tinto Ltd (ASX: RIO)

The ASX’s big miners have long been renowned for their dividend prowess, and Rio Tinto is no exception. This ASX blue chip share has also provided shareholders with their typical pair of dividends this year. April saw Rio fork out a final dividend worth $3.71 per share. That was followed by a September interim dividend of $2.22 per share. Both payments came with full franking credits attached.

At the current Rio share price (at the time of writing), that gets us to a trailing dividend yield of 4.2%.

Remember, though, dividends from miners like Rio are less predictable than most, given the volatile nature of the global commodities markets. 2025’s payouts were a bit of a downgrade compared to what investors enjoyed in 2024. So who knows what the miner will pay out next year.

Transurban Group (ASX: TCL)

Finally, let’s take a look at another ASX 200 blue chip, known for its dividends, namely toll road operator Transurban. Transurban has one of the steadiest dividend records on the ASX, with the past decade seeing a pattern of reliable increases (only interrupted by the pandemic). Over the current year, investors have enjoyed a total of 65 cents per share in dividends. Those consisted of the February payment of 32 cents per share. Followed by August’s 33 cents per share.

Those give this blue chip share a trailing yield of 4.62% at current prices.

Transurban’s vast network of toll roads, which typically have prices that rise every quarter, provides investors with considerable income certainty. That being said, Transurban’s hefty payouts typically don’t come with significant levels of franking.

The post 3 blue chip ASX shares with 4% dividend yields appeared first on The Motley Fool Australia.

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

Companies at the smaller end of the register are often overlooked, but there can be some real gems there if you know where to look.

The reasons these companies are overlooked are manifold, but often it’s a combination of them being too small, their shares being too illiquid for bigger buyers, and sometimes they just don’t get out there and promote themselves all that well.

Despite this, there are some companies in the smaller ranges which deliver solid earnings and dividends, and which could fit nicely in a portfolio.

Profit upgrade boost shares

One which came across my radar just this week was CTI Logistics Ltd (ASX: CLX), which today has piled on an impressive 12.1% in share price gains to be trading at $2.13.

The increase, on low volume of 54,000 shares, followed the company updating its profit guidance for the year.

I’ll excuse anyone who missed it as the press release went out past 5pm on a Monday, but the very brief missive made for good reading for investors.

The company, in a two paragraph statement, said pre-tax profit for the first half was expected to be up about 55% on the previous corresponding period.

The company went on to say:

The result has been driven in part by strong revenue growth in October and November with revenue for the half year expected to be up by 7% on the previous corresponding period. CTI’s transport and logistics operations have benefited from increased demand across freight services as well as project work in Western Australia, coupled with increased efficiency and improved utilisation of our fleet.

Even after the company’s share price jump to a 12-month high of $2.20 on Tuesday, based on historical dividend payouts the company is delivering a healthy 5.3% yield, fully franked.

 Another steady performer in the logistics sector is K&S Corporation Ltd (ASX: KSC) which is paying a 4.7% fully franked dividend.

K&S actually advised last month that its profits would fall in the first half, with underlying profit before tax expected to be between $15.3 and $16.3 million, compared with the same period last year when profit came in at $23.4 million.

Leverage to data centres a bonus

The final company, and one which I own myself, is galvaniser and EzyStrut manufacturer Korvest Ltd (ASX: KOV) which is currently trading on a 5.34% fully franked dividend yield.

Korvest shares are currently changing hands for $13.90, but broker Euroz Hartleys in October put a price target of $14.60 on the stock, saying the company’s expansion plans and leverage to data centre builds put it in good stead.

Euroz Hartleys initiated coverage on Korvest in Otcober with a buy recommendation, with the following reasons put forward to have confidence in the Adelaide-based company.

We expect Korvest to continue compounding growth steadily through our forecast as they service increasing demand and pursue additional market share upon completion of their facility expansion in the short term. Major project awards provide upgrade potential to our base case estimates.

Korvest was valued at $166.1 million at the close of trade on Monday.

The post Three under the radar small caps I like for their dividend yields appeared first on The Motley Fool Australia.

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• Analysts name 2 top ASX 200 shares to buy today

Motley Fool contributor Cameron England has positions in Korvest. 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 Korvest. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Woolworths Group Ltd (ASX: WOW) shares are in the green today.

Shares in the S&P/ASX 200 Index (ASX: XJO) supermarket giant closed yesterday trading at $29.42. In afternoon trade on Tuesday, shares are changing hands for $29.52 apiece, up 0.3%.

For some context, the ASX 200 is down 0.1% at this same time.

Taking a step back, Woolies has underperformed the 4.6% 12-month returns delivered by the benchmark index, with shares down 3.6% over the full year.

Although those losses will have been somewhat mitigated by the 84 cents a share in fully franked dividends the company paid out over the year. Woolworths shares currently trade on a 2.9% fully franked trailing dividend yield.

As you’re likely aware, shares in the ASX 200 supermarket have yet to recover from the sharp sell-down that followed the company’s FY 2025 results release on 27 August.

Despite a 13.6% rebound since 15 October, shares remain down 11.5% since market close on 26 August.

Which brings us back to our headline question.

Should you buy Woolworths shares today?

Alto Capital’s Tony Locantro recently ran his slide rule over Woolworths stock (courtesy of The Bull).

“The supermarket giant’s full year 2025 results fell short of market expectations, highlighting margin pressure and subdued sales growth,” Locantro said.

Indeed, Woolworths shares closed down a sharp 14.7% on the day those results were reported.

ASX investors were pressing their sell buttons after the company revealed that its gross margin slipped 0.07% year-over-year to 27.2%.

This came amid rising costs, with Woolies reporting a 0.66% increase in its cost of doing business to 23.3%.

And earnings before interest and tax (EBIT) in FY 2025 took a sizeable hit, falling by 12.6% from FY 2024 to $2.75 billion.

On the bottom line, the net profit after tax (NPAT) of $1.39 billion declined by 17.1% year-over-year. This led management to cut the final dividend by 21.1% from the FY 2024 payout to 45 cents per share, fully franked.

With this in mind, Locantro believes the ASX 200 stock is trading for a premium.

“WOW was recently trading on a lofty price/earnings ratio of about 37 times, which leaves limited upside, in our view,” he said.

Summarising his sell rating on Woolworths shares, Locantro concluded:

Rising costs combined with subdued discretionary spending suggest growth and profitability may remain constrained. We believe much of the upside is already priced in, so investors may want to consider taking some gains in a high cost, low growth environment.

The post With rising costs, are Woolworths shares still a good buy today? appeared first on The Motley Fool Australia.

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

Telix Pharmaceuticals Ltd (ASX: TLX) shares have dropped another 2.54% in Tuesday morning trade. At the time of writing, the shares are trading at $12.84 a piece.

Over the past month, the global biopharmaceutical company’s shares have plunged 9.61% and they’ve crashed 58.6% from their all-time high of $21.14 in February this year.

What happened to Telix Pharmaceuticals’ shares?

The commercial-stage biopharmaceutical company’s shares plunged following an issue with the United States Food and Drug Administration (FDA).

At the time, the FDA said it had identified deficiencies related to the Chemistry, Manufacturing, and Controls (CMC) package. The FDA said it would seek additional data before moving forward with Telix’s Biologics License Application (BLA) for the company’s TLX250-CDx (Zircaix) product.

Zircaix is a PET imaging agent designed to non-invasively diagnose and characterise clear cell renal cell carcinoma (ccRCC), the most common kidney cancer, by targeting the Carbonic Anhydrase IX (CAIX) protein.

The company provided a statement on 28 August, saying it believes these concerns are readily addressable and submission remediation will begin immediately.

In early September, the company announced that it had agreed on a resubmission pathway with the FDA for its affected products. The company plans to resubmit the new drug application during Q4 2025.

Following the regulatory setbacks, brokers downgraded Telix Pharmaceuticals’ stock due to increased risk and pushed-out revenue expectations. And investor sentiment was slashed too, with investors selling their shares in the face of uncertainty.

Is there any upside ahead, or will the shares keep falling?

I think the tide is about to turn for the beaten-down ASX 200 stock. The company has already had huge success with its flagship prostate cancer imaging product, Illuccix. Once it receives approval for Zircaix, it has the potential to open another multi-billion-dollar global market.

And that’s not all. The company is developing new radiopharmaceutical candidates targeting brain cancer and other cancers, too. If everything progresses well, Telix Pharmaceuticals could well have a long road of growth ahead.

What do the experts think?

TradingView data shows 14 out of 15 analysts have a buy or strong buy rating on the shares, with a maximum target price of $34.30. At the time of writing, that represents a whopping potential 166.38% upside for investors over the next 12 months.

UBS is bullish on the stock. It has a buy rating on the ASX biotech share, with a price target of $31. 

Bell Potter is also positive on Telix Pharmaceutical shares. It has a buy rating and $23.00 price target on the stock, which based on the current share price, implies a potential upside of 79.1% over the next 12 months.

RBC Capital is more reserved with a $17 price target on the shares, although this still implies a potential 32.4% upside at the time of writing. The broker said that the company has a large development pipeline but added that shareholders might have to wait some time for earnings and free cash flow to tick up.

The post Telix Pharmaceuticals shares crash 58% from their peak: Buying opportunity or time to sell up? appeared first on The Motley Fool Australia.

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Motley Fool contributor Samantha Menzies 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 Telix Pharmaceuticals. The Motley Fool Australia has recommended Telix Pharmaceuticals. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Commonwealth Bank of Australia Ltd (ASX: CBA) economists have made a call on interest rates, saying they now expect the Reserve Bank of Australia to hike the official rate as soon as February.

Not all economists are on the same wavelength, however, with the team at RBC Capital Markets still expecting Australian official interest rates to stay on hold throughout calendar 2026.

Modest move higher likely

The CBA team issued a statement on Tuesday, stating that it believes the RBA will hike by 25 basis points in February, then leave the official rates on hold at 3.85% for the remainder of the year.

The reasons why:

Australia’s economy finished 2025 with more strength than expected. Households are spending more, wages have been rising, and businesses are investing in areas like data centres and renewable energy. But this stronger activity has arrived at a time when the economy is already close to its ‘capacity constraints’ – meaning the economy is running close to its maximum sustainable speed. When demand grows faster than the economy’s ability to supply goods and services, prices tend to rise.

This will then feed into inflation and put further pressure on the RBA to raise rates.

The CBA’s head of Australian economics, Belinda Allan, said the economy “has picked up more momentum than expected, and that strength is keeping inflation from easing.”

A small rate increase in February would guide inflation back toward the RBA’s target range of 2-3 per cent.

The CBA also said inflation has been slower to fall than expected.

They went on to say:

The key trimmed mean inflation measure – which removes unusually large price changes to give a clearer picture of underlying inflation – rose to 3.0% in the September quarter and is expected to stay above that level until well into 2026. The persistence of inflation suggests that price pressures are becoming more widespread, rather than being driven by only a few items. 

No hike just yet, RBC says

The team at RBC take a contrarian view on rates, saying that they expect the RBA to keep rates on hold, but they do admit that the chance of a rate rise is “climbing fast”.

They went on to say in a note to clients on Tuesday:

The last few rounds of inflation, labour market and national accounts data have brought the possibility of rate hikes firmly into the frame. A modestly more restrictive policy stance may well be both prudent and appropriate. The onus is now on the data to prevent hikes.

The post The Commonwealth Bank has called it! Interest rates to rise in the new year, but how soon? appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England 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.

Looking to add a few buy-rated S&P/ASX 200 Index (ASX: XJO) shares to your investment portfolio for the holidays?

You’ve come to the right place!

Below, we look at two stocks analysts expect to be well-placed to outperform in the year ahead (courtesy of The Bull).

A compelling buy-the-dip opportunity

The first ASX 200 share tipped as a buy is SGH Ltd (ASX: SGH), also known as Seven Group Holdings.

SGH shares are up 0.4% in early afternoon trade today, changing hands for $46.26. That sees the share price up a modest 1.6% over 12 months. SGH stock also trades on a fully franked 1.3% trailing dividend yield.

And with the share price down 11% since 11 August, DP Wealth Advisory’s Andrew Wielandt believes SGH shares are now trading for a bargain.

“This diversified company focuses on industrial services and energy,” Wielandt said.

He noted:

Businesses include WesTrac, Coates and Boral, along with significant exposures to Beach Energy and Seven West Media. WesTrac is the sole authorised Caterpillar dealer in Western Australia, New South Wales and the Australian Capital Territory.

Commenting on the growth outlook for the ASX 200 stock, Wielandt said, “We expect the Caterpillar dealerships to benefit from strong expected demand in the resources sector. SGH should also benefit from equipment hire.”

And with the SGH share price still well down since August, now could be an opportune time to wade in and buy the dip.

Wielandt concluded:

Fiscal year 2026 guidance fell short of market expectations. Share price weakness provides a buying opportunity. The shares have fallen from $51.86 on August 11, the day prior to reporting full year 2025 results, to trade at $44.72 on December 11.

Which brings us to…

ASX 200 share offers attractive re-rating potential

The second stock you may wish to add to your Christmas list is Ansell Limited (ASX: ANN).

Shares in the health and safety products company are up 0.2% at the time of writing, trading for $36.06 each. Ansell shares have increased by 9.5% over the past 12 months. The ASX 200 share also trades on a 2.1% unfranked trailing dividend yield.

Looking ahead, EnviroInvest’s Elio D’Amato sees further strong growth potential.

“Ansell makes personal protection equipment for healthcare and industrial workplaces,” said D’Amato, who has a buy recommendation on Ansell shares.

According to D’Amato:

Organic sales growth, efficiency gains and favourable foreign exchange movements supported upgraded earnings per share guidance to between $US1.37 and $US1.49 in fiscal year 2026.

The balance sheet remains sound, and margin momentum is improving across its healthcare and industrial divisions.

And the ASX 200 share should appeal to ESG investors as well.

D’Amato noted:

Environmentally, ANN benefits from tightening global sustainability standards in personal protective equipment procurement and ongoing investment in cleaner manufacturing processes. ANN intends to be net zero, including scope 3 emissions, by 2045.

Connecting the dots, D’Amato concluded, “ANN offers defensive earnings, improving cash flow prospects and attractive re-rating potential.”

The post Analysts name 2 top ASX 200 shares to buy today appeared first on The Motley Fool Australia.

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