BHP Group Ltd (ASX: BHP) shares represent one business that most Australians will have exposure to in their superannuation fund.

Whether that’s the superannuation fund investing in it through an ‘Australian shares’ option, Australians picking an exchange-traded fund (ETF) that owns BHP shares, or directly buying BHP shares – it has a large presence on the ASX share market.

There’s now a sizeable gap in the market capitalisation between BHP and Commonwealth Bank of Australia (ASX: CBA) following a 53% rise of the BHP share price in the last year.

But, if I were considering investing in BHP shares directly in superannuation, I think it could be a wise idea to wait before investing.

ASX mining shares are volatile

I’m not afraid of ASX share market volatility. However, it’s important to recognise that miners are often cyclical.

That’s the nature of resource prices – they go up and down depending on supply and demand. Commodity prices don’t stay consistent every month or even year to year.

A business like BHP has fairly consistent operating costs, so a rise in revenue can significantly boost profitability thanks to operating leverage.

We saw that in the 2026 financial year, with revenue rising 15% to US$58.8 billion, profit from operations improving 23% to US$23.9 billion, and underlying attributable profit climbing 30% to US$13.2 billion.

When commodity prices strengthen, it can lead to great results. Copper was the big driver for BHP – the copper price improved 35% to US$5.74 per pound, helping copper underlying operating profit (EBITDA) improve 48% to US$18.2 billion.

But, I think it would be unwise to expect that the copper price will increase by another 35% in FY27, so I’m not expecting BHP to deliver another strong year of growth.

Miners are not usually the type of business to consistently grow earnings at a similar pace year after year. I think earnings are likely to bounce around.

Why I’d wait to buy BHP shares in superannuation

BHP is a very impressive operator, one of the best in the world at what it does.

However, I think the last decade has shown how the company’s earnings can be cyclical, particularly the iron ore earnings. So, there may be a time when the market is not as optimistic about the outlook for commodities as it is right now.

I’d rather buy when the BHP share price is relatively low, which happens when commodity prices are weaker.

I do believe there will be another opportunity to buy BHP shares at a better valuation, though I don’t know exactly when that will be. But, we don’t have to buy at this higher valuation. We should look at other opportunities in the meantime if we’re trying to generate good returns.

The post Why I’d wait to buy BHP shares in superannuation appeared first on The Motley Fool Australia.

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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 recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

I think some of the best ASX shares to buy are those that can deliver excellent long-term returns through powerful compounding.

When earnings grow at a strong compound annual growth rate (CAGR), it means the underlying intrinsic value is improving rapidly and does so for a long time.

I believe the following two names are excellent ideas for the decade ahead.

Lovisa Holdings Ltd (ASX: LOV)

Lovisa is a global retailer of affordable jeweller around the world.

It has at least five stores in Australia, New Zealand, Singapore, Malaysia, Hong Kong, South Africa, the UK, Ireland, Spain, France, Germany, Belgium, the Netherlands, Austria, Switzerland, Poland, Italy, the UAE, the USA, Canada, Mexico, its Middle East and Africa franchise and its South America franchise.

The ASX share’s expanding global store network is a key driver of the company’s financial progress. In FY26 alone, its store count increased by 10.2% (or 105 stores) year-over-year to 1,136.

Revenue growth at its store network helped revenue grow by 17.6% to $938.8 million, underlying operating profit (EBITDA) rose 20.9% and net profit after tax (NPAT) increased 10.7% (despite all of the investing in new stores globally).

With so many markets it can grow in, including new markets like China, Vietnam, Taiwan, I think the business has a very promising future of expansion in the decade ahead. Operating leverage could help improve its profit margins over time.

According to the forecast on CMC Invest, the Lovisa share price is valued at 19x FY28’s estimated earnings.

Siteminder Ltd (ASX: SDR)

Siteminder is one of the world’s leading hotel commerce and management software providers. The business generates 140 million hotel reservations worth over A$85 billion in revenue for its hotel customers.

In an increasingly digital world, the ASX share is seeing strong adoption around the world.

In FY26, Siteminder reported that revenue grew 18.6% to $266.1 million and annual recurring revenue (ARR) improved 14.9% to $313.7 million, despite softer global travel conditions.

It’s benefiting from growing traction in new product initiatives, such as its smart platform modules that help customers analyse financial performance, decide on room prices, and even automatically adjust them so customers can generate the most revenue over the year.

In terms of profitability, the nature of software means revenue can rise much faster than expenses.

While the ASX share’s revenue grew 18.6% in FY26, underlying operating profit (EBITDA) jumped 96.5% to $28.1 million, and adjusted free cash flow surged 123% to $10.5 million. I expect its profit margins will continue to improve in the years ahead, although they are unlikely to do so at the same pace as in FY26.

According to the projection on CMC Invest, the Siteminder share price is valued at under 30x FY28’s estimated earnings.

The post 2 top ASX shares to buy and hold for the next decade appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in SiteMinder. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Lovisa and SiteMinder. The Motley Fool Australia has positions in and has recommended SiteMinder. The Motley Fool Australia has recommended Lovisa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Owning Qantas Airways Ltd (ASX: QAN) shares has been a solid choice for passive income in recent times, following the COVID-19 pandemic. Investors may be wondering what the upcoming dividends could be for shareholders.

It has been a volatile decade for the airline so far, with the Middle East events causing a big increase in fuel prices for the airline.

As we saw in the FY26 result, the company reported that was a Middle East net impact of $420 million, leading to an underlying profit before tax falling $330 million to $2.06 billion and statutory net profit after tax dropped $316 million.

This allowed the business to pay a FY26 final dividend of $300 million (19.8 cents per share), which combined with its $300 million interim dividend.

Let’s take a look at what analysts think could happen with the dividends in the coming years.

FY27

We are already a few months into the 2027 financial year, and we still don’t know how the situation in the Middle East will play out or how long it could take. Travel demand and fuel prices could be significantly impacted, so we’ll have to see what happens next.

When Qantas announced its FY27 result, the airline gave some outlook commentary, which gave some insight into what could happen during this new financial year.

The airline said that travel demand remains resilient as customers continue to prioritise travel. International demand across Qantas and Jetstar remains “strong”, supported by customers redirecting travel away from the Middle East, while domestic demand is tracking “broadly in line with the fourth quarter of FY26.”

Qantas said that domestic and international total unit revenue (TRASK) is expected to rise between 8% to 10% in the first half of FY27 compared to the first half of FY26.

With the above in mind, the projection on Commsec suggests the business could deliver higher earnings but maintain its annual dividend per Qantas share at 39.6 cents. That would be a dividend yield of 4.25% and a grossed-up dividend yield of 6%, including franking credits.

FY28

In the next financial year, being FY28, analysts predict that the earnings and dividend could grow further.

According to the projection on Commsec, the ASX share could hike its annual dividend per Qantas share of 43.1 cents in FY28. That would be a grossed-up dividend yield of 6.6%, including franking credits, at the time of writing.

FY29

The 2029 financial year could be the best of all for this series of projections.

According to the estimate on Commsec, the business could pay an annual dividend per Qantas share of 49.6 cents. That would translate into a grossed-up dividend yield of 7.6%, including franking credits.

Overall, it seems like the airline could produce solid dividend returns in the coming years.

The post Here’s the dividend forecast out to 2029 for Qantas shares appeared first on The Motley Fool Australia.

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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 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.