• Buy, hold, sell: Dicker Data, Polynovo, Flight Centre shares

    Man sitting in a plane looking through a window and working on a laptop.

    S&P/ASX 300 Index (ASX: XKO) shares are down 0.6% to 8,888.5 points on Tuesday.

    Among the 11 market sectors, utilities is in the lead today, up 0.2%, while technology is the laggard, down 1%.

    Meanwhile, on The Bull this week, two experts share their views on three ASX 300 shares.

    Let’s take a look.

    Dicker Data Ltd (ASX: DDR)

    The Dicker Data share price is $14.46, down 1.8% today and up 45% over 12 months. 

    Mark Elzayed from Vestra Capital has a buy rating on this ASX 300 tech share. 

    He said: 

    This technology company distributes hardware and software solutions. It benefits from enterprise spending on AI capable servers, network upgrades and end point security hardware.

    It generated gross revenue of $2.1 billion in the first half of 2026, up 14.2 per cent on the prior corresponding period. Net profit after tax of $60.7 million was up 54.1 per cent. Management has upgraded full year gross revenue guidance to between $4.3 billion and $4.4 billion, alongside profit before tax guidance of between $162 million and $165 million.

    Double digit top line momentum, an appealing dividend yield and increasing exposure to AI infrastructure spending provides a bright outlook, in my view.

    Polynovo Ltd (ASX: PNV)

    The Polynovo share price is $1.06, up 1.4% today and down 28% over 12 months. 

    Stuart Bromley from Medallion Financial Group has a hold rating on this ASX 300 healthcare share

    Bromley said: 

    The company provides dermal regeneration solutions via its NovoSorb biodegradable polymer technology.

    Total revenue of $150 million in full year 2026 was up 16.1 per cent on the prior corresponding period. EBITDA of $12.1 million was up 8.1 per cent.

    While growth has moderated from earlier years, the longer-term opportunity remains significant as PolyNovo expands geographically and broadens adoption across burns, trauma and complex wounds.

    Flight Centre Travel Group Ltd (ASX: FLT)

    The Flight Centre share price is $11.46, down 0.2% today and down 7% over 12 months. 

    Bromley has a sell rating on this ASX 300 travel share

    He explained: 

    The global travel agency group delivered record total transaction volumes in full year 2026. However, underlying profit before tax of $278 million declined by 4 per cent as Middle East disruption weighed heavily on the leisure business.

    We view geopolitical uncertainty, airline capacity constraints and softer consumer conditions as headwinds.

    We see better risk-adjusted opportunities elsewhere.

    The post Buy, hold, sell: Dicker Data, Polynovo, Flight Centre shares appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Flight Centre Travel Group right now?

    Before you buy Flight Centre Travel Group shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Flight Centre Travel Group wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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    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 positions in and has recommended PolyNovo. The Motley Fool Australia has positions in and has recommended Dicker Data. The Motley Fool Australia has recommended Flight Centre Travel Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Is the Telstra share price a buy for its 6.25% dividend yield?

    Close-up of a business man's hand stacking gold coins into piles on a desktop.

    Owning Telstra Group Ltd (ASX: TLS) shares has been a rewarding choice for passive income over the last few years. Its rising payouts have unlocked a growing dividend yield for shareholders.

    With how the ASX telco share has drifted 13% lower from May 2026, prospective investors are now being offered a lot of potential income.

    When a share price falls, it increases the dividend yield at the same rate. For example, if a business had a 5% dividend yield and the share price falls 10%, the yield becomes 5.5%. A similar sort of effect has happened with Telstra this year.

    A rising dividend

    While the market may not be as optimistic about the business as it was earlier this year, the dividend payments continue to grow, which I think implies the board of directors remains positive about the future and its financials.

    In the FY26 result, Telstra’s board of directors decided to hike its annual dividend per share by 10.5% to 21 cents. That translates into a dividend yield of 4.4% excluding franking credits and approximately 6% including franking credits.

    However, I’d say the FY26 dividend is now old news and we should look ahead to the FY27 dividend because we’re already a couple of months into the 2027 financial year.

    According to the projection on CMC Invest, the business could grow its annual dividend per share by another 4.75% in FY27. This would mean Telstra could provide a dividend yield of 4.6% excluding franking credits and approximately 6.25% including franking credits in FY27.

    Is the Telstra share price a buy?

    I wouldn’t necessarily invest in an ASX share just for the passive income. But, if dividends are a primary focus, then Telstra shares could be a solid option.

    In FY26, the company grew cash operating profit (EBIT) by 8% to $4.7 billion, underlying net profit rose 4.9% to $2.5 billion and cash earnings per share (EPS) jumped 14% to 25.5 cents.

    With how the company has already invested heavily in its 5G network, I think the business’ cash earnings can continue rising at a pleasing pace, funding bigger dividends.

    Its mobile earnings continue to rise. FY26 mobile income grew 3% to $11.4 billion and mobile operating profit (EBITDA) grew 3% to $5.4 billion. It saw both mobile users and average revenue per user (ARPU) increase.

    I think the company’s earnings can rise again in FY27 thanks to mobile price increases.

    I reckon the Telstra share price is attractive for passive income and potential long-term capital growth as Australia becomes increasingly digital.

    The post Is the Telstra share price a buy for its 6.25% dividend yield? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Telstra Group right now?

    Before you buy Telstra Group shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Telstra Group wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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    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 no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Telstra Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • If I invest $10,000 in CSL shares, what passive income will I earn in FY27?

    Australian dollar notes in the pocket of a man's jeans, symbolising dividends.

    When it comes to passive income, I think CSL Ltd (ASX: CSL) shares are often overlooked.

    The biotech shares have had a bad rap recently and its share price has slumped over the past 18 months. 

    It doesn’t have the highest yield among ASX dividend shares, but it does have a strong track record of growing its dividend payout over time. And that makes the CSL shares an interesting option for income-focused investors.

    But what exactly does that passive income look like?

    Let’s take a look.

    What’s the latest out of CSL shares?

    At the time of writing, CSL shares are down around 1% and changing hands at $171.90 a piece. But the shares jumped higher in mid-August after it posted an impressive FY26 earnings result. An investor rotation back into ASX healthcare shares has also helped drive its share price higher.

    CSL shares are now up around 28% over the past month alone, and are nearly flat for the year-to-date.

    How many CSL shares can I buy for $10,000?

    At the current share price of $171.90, a $10,000 investment would buy around 58 shares. 

    What dividend does the biotech stock pay its shareholders?

    CSL has a long history of paying its shareholders a regular partially franked or unfranked dividend dating back to 2004. These are typically paid out every six months, in April and October.

    As part of its FY26 results announcement last month, management declared an unfranked dividend of $2.277 per share. Combined with its $1.81 interim dividend paid in April, that brings CSL’s total FY26 dividend to $4.086.

    At the time of writing, this translates to a dividend yield of roughly 2.4% for FY26. 

    Going forward, analyst projections suggest CSL could increase its annual payout per share to US$3.10 (equivalent to AU$4.30) in FY27. That translates to a forward dividend yield of 2.5% at the time of writing.

    So, what passive income can I earn off my $10,000 investment?

    I’ve crunched the numbers using the estimated dividend payout figures above, to estimate roughly how much passive income investors can expect from a $10,000 investment in CSL shares.

    In FY26, your 58 shares would generate around $236.98 in passive income.

    If that increases its dividend to the forecasted $4.30 per share in FY27, those 58 shares would generate around $249.40 in passive income for the year.

    What do brokers tip next for CSL shares?

    I think there is a lot of potential for the company to grow over the next few years. CSL is operating in a high-growth market, and its blood plasma division dominates the market for rare blood disorders and immunoglobulin products.

    And CSL’s latest results show that the company’s growth initiatives are starting to work.

    At the moment, forecasts show the experts are mixed about the outlook for CSL shares going forward, but the majority see an upside ahead. 

    TradingView data shows that 10 out of 19 have a hold rating on the stock. The other nine rate the shares as a buy/strong buy.

    The average $173.04 target price implies a potential upside of around 1%, at the time of writing. But some expect the shares to jump another 20% to $206.76 over the next 12 months.

    The post If I invest $10,000 in CSL shares, what passive income will I earn in FY27? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in CSL right now?

    Before you buy CSL shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and CSL wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

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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.

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