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The Australian share market is home to a large number of quality dividend shares for income investors to choose from.

Two that brokers are very positive on are listed below. Here’s why these ASX 200 dividend shares have been tipped as buys:

Charter Hall Social Infrastructure REIT (ASX: CQE)

The first ASX 200 dividend share that has been tipped as a buy is the Charter Hall Social Infrastructure REIT.

Goldman Sachs is a fan of this social infrastructure focused property company and has a conviction buy rating and $4.13 price target on its shares. This is due to its belief that the company is well-placed despite the challenging macroeconomic backdrop.

The broker highlights the company’s exposure to the childcare sector, noting that “childcare fundamentals are solid.” Overall, its analysts expect its “resilient underlying cash flows” to support above-average dividend yields in the coming years.

Goldman is forecasting dividends of 17.3 cents per share in in FY 2023 and then 18 cents per share in FY 2024. Based on the current Charter Hall Social Infrastructure REIT share price of $3.38, this will mean yields of 5.1% and 5.3%, respectively.

Wesfarmers Ltd (ASX: WES)

Another ASX 200 dividend that could be in the buy zone is Wesfarmers.

The team at Morgans is positive on the conglomerate and has an add rating and $55.60 price target on its shares. This is due its belief that the company is well-placed for the long term thanks to its “quality retail portfolio” and “highly regarded management team.”

The broker is expecting this to underpin the payment of attractive fully franked dividends this year and next year.

It has pencilled in fully franked dividends per share of $1.82 in FY 2023 and $1.89 in FY 2024. Based on the current Wesfarmers share price of $47.57, this will mean yields of 3.8% and 4%, respectively.

The post Brokers says these top ASX 200 dividend shares are buys this week appeared first on The Motley Fool Australia.

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More reading

• If you’d bought $10,000 worth of Wesfarmers shares in January, this is how much you’d have earned in dividends
• Which stocks are in the Vanguard Australian Shares Index ETF (VAS) right now?
• How to have your ASX 200 dividend cake and eat it too
• 3 passive ASX income machines to help fund your retirement
• Income investor? Analysts say these are the ASX 200 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 positions in and has recommended Wesfarmers 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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The National Australia Bank Ltd (ASX: NAB) share price has been trending lower in recent weeks. It’s down by 6% since 2 November 2022. For a large S&P/ASX 200 Index (ASX: XJO) bank share in a rising interest rate environment, I think that’s a noticeable drop.

Over that same time period, the ASX 200 has gone up by 2.4%. So, that’s a sizeable bit of underperformance.

However, I think that the period of underperformance could make it an attractive time to consider the NAB share price for these three reasons.

Savvy management

The management team at NAB are a quality group, in my opinion. They have done an excellent job of turning the company around.

Decisions made by the business have led to the bank reporting solid numbers. In the FY22 result it revealed 8.3% growth of cash earnings to $7.1 billion. Underlying profit growth was 11.5%.

NAB noted that this result was achieved through its strategy, including targeted volume growth and a disciplined approach to managing costs while investing for growth.

The CEO said that an ongoing focus on strong balance sheet settings has been “key to delivering sustainable growth and keeping the bank safe”.

I like how the bank is positioned going into this period where households could see elevated mortgage stress. At the end of FY22, it had a group common equity tier 1 (CET1) ratio of 11.5%.

NAB CEO Ross McEwan said:

Maintaining these settings is important during the current economic uncertainty, with higher interest rates and higher inflation likely to challenge some customers. However, strong employment conditions along with substantial household and business savings give us confidence in the resilience of our customers and the broad economy.

We will continue to remain focused on the disciplined execution of our strategy to support sustainable growth in earnings and shareholder returns over time.

Interest rates are rising

Central banks have been hiking interest rates to try to take the steam out of the economy.

The Reserve Bank of Australia (RBA) interest rate has jumped from 0.10% to 2.85%. Though, it could go even higher from here.

ASX bank shares like NAB, Commonwealth Bank of Australia (ASX: CBA), Australia and New Zealand Banking Group Ltd (ASX: ANZ) and Westpac Banking Corp (ASX: WBC) have been passing on the interest rate hikes to mortgages faster than for savers.

Due to this, I think that NAB’s lending profit can increase. The net interest margin (NIM) – the lending profitability that compares the lending rate against the cost of the funding (such as term deposit) – is increasing for NAB.

NAB said that in the fourth quarter of FY22 it achieved a NIM of 1.72%, which was up 10 basis points (or 0.10%) compared to the third quarter. This is good for ongoing profitability.

However, I think we should remain aware of the potential for higher arrears and bad debts with borrowers.

Dividend outlook for investors holding NAB shares

NAB has been growing its dividend for shareholders, which means increasing cash returns from the business.

In FY22 the ASX bank share grew its total annual dividend by around 19% to $1.51 per share. That currently represents a grossed-up dividend yield of 7%.

In FY23, CommSec has estimated an annual dividend of $1.72 per share for NAB, which equates to a grossed-up dividend yield of 8%.

The grossed-up dividend yield in FY24 could be around 8.3% according to CommSec.

NAB’s dividends alone could provide a solid return for shareholders over the next couple of years.

The post 3 reasons why I think it’s time to snap up NAB shares appeared first on The Motley Fool Australia.

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More reading

• Why these 3 ASX 200 shares have done ‘particularly well’ and remain top holdings into 2023: fund manager
• 5 things to watch on the ASX 200 on Monday
• Time to buy? Which ASX 200 shares are trading on single-digit P/E ratios?
• Here are the top 10 ASX 200 shares today
• Here are the 3 most heavily traded ASX 200 shares on Friday

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 Westpac Banking Corporation. 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 fund managers so that you can get an insight into how the professionals think. In part one of this edition, we’re joined by Andrew Martin, principal of Alphinity Investment Management. The Alphinity Concentrated Australian Share Fund has delivered an annual return of 7.6% after fees over the past five years.

The Motley Fool: The macroeconomic situation has changed dramatically since we last spoke with you in October 2021. Has the higher inflation and interest rate environment changed your investment approach with Alphinity’s Australian share funds?

Andrew Martin: Not at all. If anything, this has reinforced that focusing on earnings and focusing on the companies is the right thing to do.

Macro has been so volatile over the last year. But that’s incredibly difficult to pick. So, ultimately, earnings are going to drive the market over time. Whether it becomes a growth market or a value market because of the change in macro, ultimately, growth stocks and value stocks are still driven by their earnings. They still have to come through.

Sticking to this process is even more important when you get all this volatility.

MF: What’s been your best call over the past year?

AM: When you get this much volatility, avoiding stuff is as important as what you buy.

On that, we avoided getting sucked into those high-valuation, low-profitability type growth stocks. It’s been very positive for us this year, not being in those stocks.

As for what we’ve owned, in this environment, our large caps have done particularly well, in a relative sense. Companies like BHP Group Ltd (ASX: BHP), like National Australia Bank Ltd (ASX: NAB), like Woodside Energy Group Ltd (ASX: WDS).

These large caps have benefited from the environment they’ve been in.

MF: What’s your outlook on these three ASX 200 shares heading into 2023?

AM: We are still holding them.

BHP is obviously exposed to the global economy, and China in particular. On that front, things are a bit more questionable going forward than they were six months ago, particularly around China. They are taking longer to come out of their COVID-zero slump. That may take a bit of time to play through.

Woodside has had a very good run and it’s a little bit more stretched now from a valuation perspective. But the outlook for gas remains strong.

And then National Australia Bank; the banks are one of the few sectors that are getting upgrades. Banks are beneficiaries of higher rates. That’s still playing through.

MF: Why NAB shares rather than some of the other ASX 200 bank stocks?

AM: I think NAB is executing better. They have really reinvented themselves over the last five years.

They’ve reclaimed their title as the best business bank in the country. Business is actually going really well, despite everything else that’s going on. They’ve managed to have a better margin outcome than their peers. And they’ve managed their costs better. So their growth trajectory looks better than some of the others.

**

Tune in tomorrow for part two of our interview with Andrew Martin.

(You can find out more about Alphinity’s Australian, Global, and Sustainable funds here.)

The post Why these 3 ASX 200 shares have done ‘particularly well’ and remain top holdings into 2023: fund manager appeared first on The Motley Fool Australia.

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More reading

• 5 things to watch on the ASX 200 on Monday
• Time to buy? Which ASX 200 shares are trading on single-digit P/E ratios?
• Why did the Woodside share price lag the ASX 200 today?
• Are BHP shares in the buy zone following the latest OZ Minerals news?
• Why Arafura, Nanosonics, NextDC, and OZ Minerals shares are rising today

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 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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On Friday, the S&P/ASX 200 Index (ASX: XJO) finished the week in a positive fashion. The benchmark index rose 0.2% to 7,151.8 points.

Will the market be able to build on this on Monday? Here are five things to watch:

ASX 200 expected to rise again

The Australian share market looks set to start the week with another gain after a decent session on Wall Street on Friday night. According to the latest SPI futures, the ASX 200 is expected to open the day 24 points or 0.3% higher this morning. On Wall Street, the Dow Jones was 0.6%, the S&P 500 rose 0.5%, and the NASDAQ traded flat.

Oil prices tumble

ASX 200 energy shares such as Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) could have a poor start to the week after oil prices tumbled on Friday night. According to Bloomberg, the WTI crude oil price was down 1.9% to US$80.08 a barrel and the Brent crude oil price fell 2.4% to US$87.62 a barrel. Traders were selling oil due to concerns about weakened demand in China and further increases to U.S. interest rates.

Link’s Pexa stake update

The Link Administration Holdings Ltd (ASX: LNK) share price will be on watch on Monday after the administration company announced the sale of 10% of its stake in PEXA Group Ltd (ASX: PXA). Link sold the shares for a discount of $13.50 per share and intends to use the proceeds to repay borrowings. It now plans to distribute the remainder of its holding to shareholders via an in-specie distribution in January.

Altium given neutral rating

The Altium Limited (ASX: ALU) share price will be in focus today after Goldman Sachs initiated coverage on the electronic design software company with a neutral rating and $42.00 price target. Goldman said: “We initiate at Neutral, given balanced risk/reward.” The broker also set out its bull case with a $66 valuation and bear case with a $29 valuation.

Gold price falls

Gold shares such as Newcrest Mining Limited (ASX: NCM) and Northern Star Resources Ltd (ASX: NST) could have a tough start to the week after the gold price fell on Friday. According to CNBC, the spot gold price was down 0.5% to US$1,769 an ounce during the session. The prospect of higher interest rates weighed on the precious metal.

The post 5 things to watch on the ASX 200 on Monday appeared first on The Motley Fool Australia.

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More reading

• Time to buy? Which ASX 200 shares are trading on single-digit P/E ratios?
• Why did ASX 200 gold shares lag the index today?
• Why did the Woodside share price lag the ASX 200 today?
• Here are the top 10 ASX 200 shares today
• Here are the 3 most heavily traded ASX 200 shares 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 positions in and has recommended Altium, Link Administration Holdings Ltd, and PEXA Group Limited. 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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There are a lot of exchange traded funds (ETFs) funds out there for investors to choose from.

If you’re looking at long term options, then you may want to look at the three listed below. Here’s what you need to know about them:

BetaShares Global Cybersecurity ETF (ASX: HACK)

The first ETF for investors to consider as a long term investment is the BetaShares Global Cybersecurity ETF. Given the high profile cyber incidents that have happened this year, it’s no wonder that worldwide spending on cybersecurity is predicted to increase materially in the future. This leaves the companies included in this fund, which are working to reduce the impact of cybercrime globally, well-positioned for growth. Among the ETF’s holdings are Accenture, Cisco, and Cloudflare, Crowdstrike, Okta, and Palo Alto Networks.

BetaShares NASDAQ 100 ETF (ASX: NDQ)

Another ETF that could be a top buy and hold option is the BetaShares NASDAQ 100 ETF. This high quality fund is one of the most popular ETFs on the Australian share market and it isn’t hard to see why. Among its holdings are iconic companies such as Alphabet, Amazon, Apple, Meta, Microsoft, Netflix, and Tesla. And with many of these companies trading materially lower this year amid weakness in the tech sector, this could have created a major buying opportunity.

Vanguard MSCI Index International Shares ETF (ASX: VGS)

A final ETF that could be a great long term option is the Vanguard MSCI Index International Shares ETF. This is another very popular ETF and once again it is for good reason. The Vanguard MSCI Index International Shares ETF provides investors with exposure to over 1,000 of the world’s largest listed companies. This means that through a single investment, you’ll be buying a slice of companies such as Apple, Johnson & Johnson, JP Morgan, Nestle, and Visa.

The post 3 top ETFs for ASX investors to buy and hold for a decade appeared first on The Motley Fool Australia.

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More reading

• Over half of millennials own shares. Here are 3 ASX share ideas to start your own portfolio
• 2 ASX growth shares I reckon are buys right now
• Why the Betashares Nasdaq 100 ETF (NDQ) is on my buy radar right now
• 2 top ETFs for beginner investors to buy
• Thinking about buying your first ASX shares right now? Here are 3 stocks I’d invest in

Motley Fool contributor James Mickleboro has positions in BETANASDAQ ETF UNITS. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BETA CYBER ETF UNITS, BETANASDAQ ETF UNITS, and Vanguard MSCI Index International Shares ETF. The Motley Fool Australia has positions in and has recommended BETA CYBER ETF UNITS and BETANASDAQ ETF UNITS. 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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Last week saw a number of broker notes hitting the wires once again. Three buy ratings that investors might want to be aware of are summarised below.

Here’s why brokers think investors ought to buy them next week:

Allkem Ltd (ASX: AKE)

According to a note out of Morgans, its analysts have upgraded this lithium miner’s shares to an add rating with an improved price target of $15.70. The broker highlights that concerns over lithium demand in China weighed heavily on lithium shares last week. This is despite spot prices remaining largely unchanged. The broker sees this as a buying opportunity and suspects its shares could rebound strongly if spot prices remain steady into the new year. The Allkem share price ended the week at $14.00.

Aristocrat Leisure Limited (ASX: ALL)

Another note out of Morgans reveals that its analysts have retained their buy rating and $43.00 price target on this gaming technology company’s shares. Morgans notes that Aristocrat’s shares tumbled into the red last week following the release of its FY 2022 results. The broker believes this has also created a buying opportunity. Particularly given its belief that Aristocrat will deliver NPATA growth of 14.7% in FY 2023 and 7.9% in FY 2024. The Aristocrat share price was fetching $36.20 at Friday’s close.

Breville Group Ltd (ASX: BRG)

Analysts at Goldman Sachs have retained their buy rating on this appliance manufacturer’s shares with a trimmed price target of $23.40. According to the note, Breville’s first half performance so far has been a touch softer than it was expecting. However, thanks partly to its strong position in the at-home coffee market, the broker continues to forecast double digit earnings growth through to FY 2025. The Breville share price ended the week at $20.31.

The post Top brokers name 3 ASX shares to buy next week appeared first on The Motley Fool Australia.

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More reading

• Brokers name 3 ASX shares to buy today
• IGO shares dip as investors hear of ‘a pipeline of growth opportunities’ at AGM
• 3 ASX 200 shares that announced supersized dividends this week
• ASX lithium shareholders rejoice! Expert tips lithium price to hit $100K
• Allkem share price up on broker upgrade: Analyst says it’s too soon ‘to underweight the sector’

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

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Are you looking for ASX dividend shares to buy next week? If you are, then you may want to check out the two listed below that have been named as buys.

Here’s why analysts rate them highly right now:

Accent Group Ltd (ASX: AX1)

The first ASX dividend share for income investors to look at is Accent. It is the owner of retail brands such as Hype DC, The Athlete’s Foot, Glue, Platypus, and Stylerunner.

Goldman Sachs is a fan of the company. In fact, last week the broker initiated coverage on Accent’s shares with a buy rating and $2.20 price target.

Its analysts like the retailer due to its exposure to younger consumers, which it feels are better placed to continue spending in the current environment thanks to a rise in the minimum wage. It commented:

AX1 has a growing exposure to a younger consumer base, which we believe will prove more resilient than the overall population in a rising rate environment. The acquisition of Glue in 2021 further skews this mix towards a younger consumer. In addition to youth exposure, AX1 is also exposed to sports/performance footwear, which we view as an attractive end market given the consumable nature of performance footwear with a less discretionary replacement cycle vs. fashion footwear.

As for dividends, Goldman is forecasting fully franked dividends of 10.2 cents per share in FY 2023 and 11.4 cents per share in FY 2024. Based on the current Accent share price of $1.65, this will mean yields of 6.2% and 6.9%, respectively.

Coles Group Ltd (ASX: COL)

This supermarket giant could be another ASX dividend share to buy. Morgans currently has an add rating and $19.50 price target on its shares.

The broker like Coles for a number of reasons. These include its defensive qualities, attractive valuation, and generous yield. The broker commented:

Trading on 20.6x FY23F PE and 4.0% yield, we continue to see COL as offering good value with the company’s solid balance sheet and defensive characteristics putting it in a good position to navigate through a weaker economic environment. The unwinding of local shopping should also help further market share gains.

In respect to dividends, Morgans is forecasting fully franked dividends of 64 cents per share in FY 2023 and a 66 cents per share in FY 2024. Based on the current Coles share price of $16.94, this will mean yields of 3.8% and 3.9%, respectively.

The post Experts name 2 ASX shares with fully franked dividend yields to buy next week appeared first on The Motley Fool Australia.

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More reading

• If you’d bought $10,000 worth of Wesfarmers shares in January, this is how much you’d have earned in dividends
• 3 key things I look for when buying ASX dividend shares
• Which stocks are in the Vanguard Australian Shares Index ETF (VAS) right now?
• How to have your ASX 200 dividend cake and eat it too
• Analysts name 2 beaten down 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 positions in and has recommended COLESGROUP DEF SET. The Motley Fool Australia has recommended Accent 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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I think that the ASX share market is a very good way to build wealth. Not only can it be used to grow our wealth, but younger Australians have lots of options of how to invest.

There are numerous online brokers that don’t charge much in fees. Investors can go with individual ASX shares, managed funds or exchange-traded funds (ETFs). There’s the option of investing in internationally-listed shares as well, like Microsoft or Apple.

More millennials (born between 1981 to 1996) have bought shares than previous generations, according to research done by Motley Fool US. It asked 1,200 American adult investors to learn about people’s investing choices.

According to the research, some of the areas of the market that millennials are focused on include ETFs, financial shares and technology shares. So, with that in mind, I’m going to pick one ASX share from each category for beginner investors that could be a good place to start.

Vanguard MSCI Index International Shares ETF (ASX: VGS)

I think this is one of the best, diversified ETFs. An ETF is a fund that allows investors to buy a group of businesses in a fund, through a stock exchange (like the ASX).

This one is invested in well over 1,400 globally-listed businesses. Its holdings come from a range of different countries like the US, Japan, the UK, Germany, the Netherlands, France, Canada, Switzerland and so on.

It has holdings like Apple, Microsoft, Visa, Nvidia, Home Depot, Pfizer, Costco, Walmart, McDonald’s, Walt Disney, ASML, LVMH, Salesforce and Toyota.

While ETFs can experience volatility too, I think the different industries and companies represented in the portfolio can lead to less volatility. For example, energy businesses have offset some of the declines of tech shares this year.

Macquarie Group Ltd (ASX: MQG)

Macquarie is one of the largest financial ASX shares. But, it’s not just a domestic bank focused on lending.

This business is a global investment bank. At least two-thirds of its income is actually generated overseas. I like the geographic diversification that the business has. This also gives the business the ability to invest almost anywhere in the world that it wants to.

Macquarie is diversified across different operating segments as well. It has four divisions – banking and financial services, commodities and global markets, investment banking (Macquarie Capital) and asset management (Macquarie Asset Management).

The mix of divisions means some bits of the financial ASX share can be defensive and continue chugging along, while other parts experience (typically) cyclical economic effects.

I like the management team and the company’s ability to keep delivering returns in tricky environments.

REA Group Limited (ASX: REA)

I like to think of REA Group as a way to benefit from the entire real estate market. It owns the real estate portal realestate.com.au. A lot of houses that are advertised for rent or sale are put up on realestate.com.au.

It’s the clear market leader when it comes to viewing statistics on the website, which means it’s likely indispensable for property owners. It gets 3.3 times more monthly visits on average than its nearest competitor. This enables the business to steadily increase its prices with little detrimental impact, while also unlocking more revenue from additional website features.

Not only is it doing well in Australia, but it’s invested in property sites in a number of other countries including India and the US which could be good profit generators for the business in the future.

The post Over half of millennials own shares. Here are 3 ASX share ideas to start your own portfolio appeared first on The Motley Fool Australia.

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More reading

• Which stocks are in the Vanguard Australian Shares Index ETF (VAS) right now?
• Morgans names 2 of the best ASX 200 dividend shares to buy
• Are ASX share investors getting their mojo back?
• 3 excellent ETFs for ASX investors to buy next week
• These ASX shares turned $20,000 into $100,000 in 10 years

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 ASML Holding, Apple, Costco Wholesale, Home Depot, Microsoft, Nvidia, Salesforce, Inc., Vanguard MSCI Index International Shares ETF, Visa, Walmart Inc., and Walt Disney. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2024 $145 calls on Walt Disney, long March 2023 $120 calls on Apple, short January 2024 $155 calls on Walt Disney, and short March 2023 $130 calls on Apple. The Motley Fool Australia has recommended ASML Holding, Apple, Macquarie Group Limited, Nvidia, REA Group Limited, Salesforce, Inc., Vanguard MSCI Index International Shares ETF, and Walt Disney. 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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With a new year on the horizon, now could be a great time to look at your portfolio and consider some additions for 2023.

But which ASX 200 shares could be good options for investors?

Listed below are three ASX 200 shares that brokers rate very highly. Here’s what they are saying about them:

CSL Limited (ASX: CSL)

Bell Potter has this biotherapeutics giant’s shares on its champion stocks list. The broker likes the company due to the positive outlook for plasma volumes, its burgeoning research and development pipeline, and the recent acquisition of Vifor Pharma. It commented:

A leading global company in the development, manufacture, and distribution of plasma therapies as well as non-plasma biotherapeutic products and influenza related products. The recently completed acquisition of Vifor Pharma will add global leadership in pharmaceutical products for renal disease and iron deficiency. The global growth in plasma volumes is expected to be around a solid 8% per annum for the foreseeable future and, in addition, the group is planning to launch new products from its very extensive Research and Development portfolio

Treasury Wine Estates Ltd (ASX: TWE)

Another ASX 200 share that is highly rated is this wine giant. Analysts at Morgans have the company on its best ideas with an add rating and $15.71 price target. The broker believes Treasury Wine is well-placed for strong growth over the coming years. Morgans said:

TWE owns much loved iconic wine brands, the jewel in the crown being Penfolds. We rate its management team highly. The foundations are now in place for TWE to deliver strong earnings growth from the 2H22 over the next few years. Trading at a material discount to our valuation and other luxury brand owners, TWE is a key pick for us.

Woolworths Group Ltd (ASX: WOW)

A final ASX 200 share that could be a top option for investors in 2023 is Woolworths. The team at Goldman Sachs has the retail giant on its coveted conviction list with a buy rating and $41.70 price target. The broker likes Woolworths due to its belief that it is the “superior operator” in the supermarket industry and well-positioned to deliver solid growth in the coming years. It explained:

Despite a noisy and softer 1Q23, we remain confident that WOW is the superior operator within AU supermarkets with a clear growth pathway to deliver ~3% sales and ~9% NPAT FY22-25e CAGR. WOW is trading at 22.1x FY24E P/E vs our TP implied 27.8x and historical average of 23.2x, providing a value entry point to a quality player in our view. Reiterate Buy (on CL).

The post Are these the very best ASX 200 shares to buy for 2023? appeared first on The Motley Fool Australia.

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More reading

• How much dividend income will $20,000 worth of CSL shares buy right now?
• Outlook for Treasury Wine shares ‘is just phenomenal’: expert
• Considering CSL shares? Broker says this other ASX 200 healthcare share has 30% upside
• I’d use the Warren Buffett method to create a ‘best ASX shares to buy now’ list
• Experts name 2 ASX 50 shares to buy

Motley Fool contributor James Mickleboro has positions in CSL Ltd. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL Ltd. The Motley Fool Australia has recommended Treasury Wine Estates 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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Wesfarmers Ltd (ASX: WES) shares have always been a solid option for income investors to consider. This diversified ASX 200 retail and industrial conglomerate has a very long ASX history, and a strong dividend record to boast of.

After all, this is the ASX share that bought Coles Group Ltd (ASX: COL) in its entirety back in 2007, only selling it back to the market in late 2018.

Wesfarmers shares have had a rough 2022, though. The company remains down more than 20% year to date, and down by almost as much over the past 12 months.

But Wesfarmers has been ratcheting its dividends back up over the past couple of years since it was forced to trim its payouts in light of the initial COVID pandemic back in 2020. That year saw Wesfarmers dole out $1.70 worth of dividends per share.

But last year, Wesfarmers upped this to $1.78. In 2022, the company has paid an interim dividend of 80 cents per share in March and a final dividend of $1 per share in October. That’s an annual total of $1.80 per share. Both dividends came with full franking credits.

But exactly how much dividend income will an investor have earned this year from a $10,000 investment in Wesfarmers shares?

How much have Wesfarmers shares paid out in dividend income?

Well, $10,000 would have bought a hypothetical investor 168 Wesfarmers shares (with some change left over) based on a share price of $59.30, which was what Wesfarmers was asking at the start of January.

Wesfarmers’ March interim dividend would have yielded a cash payment for this investor of $134.40. The final dividend of $1 a share that was doled out back in October would have supplemented that $134.40 by another $168, giving the investor a total of $302.40 in dividend income for 2022.

Based on our original buy price of $59.30 per share, that represents a cash yield of just over 3% on our original $10,000.

The post If you’d bought $10,000 worth of Wesfarmers shares in January, this is how much you’d have earned in dividends appeared first on The Motley Fool Australia.

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More reading

• Which stocks are in the Vanguard Australian Shares Index ETF (VAS) right now?
• How to have your ASX 200 dividend cake and eat it too
• 3 passive ASX income machines to help fund your retirement
• Here’s the Wesfarmers dividend forecast through to 2025
• Here’s how much dividend income $10,000 worth of Coles shares will get you today

Motley Fool contributor Sebastian Bowen has positions in Wesfarmers. 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 and Wesfarmers 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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