Tag: Stock pick

With $5,000 to invest, three ASX dividend shares worth considering today are beaten-down Sonic Healthcare Ltd (ASX: SHL), Super Retail Group Ltd (ASX: SUL), and Harvey Norman Holdings Ltd (ASX: HVN).

But for long-term investors, pullbacks can also create opportunities to lock in attractive dividend yields.

These ASX dividend shares offer a combination of income potential and established businesses.

Sonic Healthcare

This ASX dividend share is one of the world’s largest medical diagnostics providers, operating laboratories and pathology services across Australia, Europe, and North America. The company’s scale and global footprint are major strengths.  

Another positive is the long-term demand outlook. Healthcare testing and diagnostics are essential services, and aging populations across developed markets should support steady demand for Sonic’s services over time.

However, there are risks investors should keep in mind. Healthcare shares are exposed to government funding changes and regulatory shifts, which can affect margins. Rising wages in the healthcare sector are also a challenge for pathology operators.

Macquarie has recently assigned the ASX dividend share an outperform rating with a $27.50 price target. This points to a 25% upside over 12 months.

For income investors, the broker expects the company to pay partially franked dividends of 104 cents per share in FY2026 and 100 cents per share in FY2027.

At the current share price of $21.97, this equates to dividend yields of approximately 4.7% for FY2026 and 4.55% for FY2027.

Super Retail Group

The ASX dividend share is the retailer behind well-known brands including Supercheap Auto, Rebel, BCF, and Macpac.

A key strength of the business is its brand diversification. By operating across multiple retail categories, Super Retail reduces reliance on any single segment of consumer spending. The group also generates strong operating cash flow, which supports dividends and store expansion.

The main risk for the ASX dividend share is its exposure to consumer spending cycles. If economic conditions weaken or household budgets tighten, sales across discretionary retail categories can fall. Retail competition and promotional activity can also weigh on margins.

Even so, this ASX dividend share is known for generous shareholder returns. The company currently pays about 96 cents per share annually in dividends, offering a yield of roughly 6.5%, with payments typically made twice a year.

Most analysts rate the dividend stock a buy. They have set the average 12-month price target at $16.66, implying a 13% upside. This could bring the year’s total earnings to 19.5%.

Harvey Norman Holdings

Harvey Norman is one of Australia’s most recognisable retailers, selling electronics, furniture, bedding, and appliances through a large franchise network. One of the company’s biggest strengths is its property portfolio, as many stores sit on land owned by the group.

This property ownership helps underpin the balance sheet and can provide an additional source of value beyond the retail operations. Harvey Norman also generates strong cash flow from its franchise model, which supports shareholder distributions.

However, the ASX dividend share is still exposed to the consumer cycle. Sales of big-ticket household goods can slow when interest rates are high or when housing markets weaken. Competition from online retailers is another ongoing challenge.

Macquarie remains positive on the ASX dividend share. It believes the company is positioned to pay fully-franked dividends per share of 27.8 cents in FY 2026 and 31.2 cents in FY 2027. Based on its current share price of $5.46, this represents dividend yields of 5.1% and 5.7%, respectively.

The broker has a buy rating and $6.60 price target on the retail stock. This points to a 23% upside at current price levels.

The post 3 ASX dividend shares to buy today with $5,000 appeared first on The Motley Fool Australia.

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• Passive income: How much would I need to invest in ASX shares to earn $1,000 every month?

Motley Fool contributor Marc Van Dinther 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 Super Retail Group. The Motley Fool Australia has positions in and has recommended Harvey Norman and Super Retail Group. The Motley Fool Australia has recommended Sonic Healthcare. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

In just over a week of trading during March, many investors have endured heavy losses to their portfolio. 

The S&P/ASX 200 Index (ASX: XJO) is down 6.5% since 2 March.

Meanwhile the S&P 500 Index (SP: .INX) is down more than 2%. 

Markets are coming under heavy pressure due to conflict in Iran. 

Investors are now seemingly in a complete “risk-off” mode, as most sectors are being heavily sold-off, even those not directly impacted by the conflict. 

With the timeline and future of the situation extremely unclear, its likely defensive assets like gold could continue to benefit. 

When markets endure pressure like we have seen to start the month, it can be a good time for investors to switch focus to generating passive income through consistent dividends. 

This can provide some relief when individual shares are falling. 

Here are three ASX ETFs that have a history of paying consistent dividends.

Vanguard Australian Shares High Yield ETF (ASX: VHY)

This is a popular dividend focussed ASX ETF. It seeks to track the return of the FTSE Australia High Dividend Yield Index.

According to Vanguard, it provides exposure to companies listed on the Australian Securities Exchange (ASX) that have higher forecasted dividends relative to other ASX-listed companies. 

It has consistently paid a yield hovering around 4% and includes a combination of roughly 80 blue-chip and mid-sized companies. 

This includes well-known dividend payers like the big-four banks, and mining giants like BHP Group Ltd (ASX: BHP) and Rio Tinto Ltd (ASX: RIO).

It has a management fee of 0.25% per annum.

SPDR MSCI Australia Select High Dividend Yield Fund (ASX: SYI)

This ASX ETF seeks to track the returns of the MSCI Australia Select High Dividend Yield Index. 

At the time of writing, it is made up of 57 underlying holdings in companies with relatively high dividend income and quality characteristics with the potential for franked dividend income.

It currently offers a dividend yield of 3.92%, with distributions paid quarterly and a management fee of 0.20% per annum.

BetaShares Australian Top 20 Equity Yield Maximiser Fund (ASX: YMAX)

YMAX ETF aims to generate attractive monthly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of the 20 largest blue-chip shares listed on the ASX. 

Unlike many other ASX ETFs, YMAX ETF does not aim to track an index.

It currently has a 12 month gross distribution yield of 8.8%. 

Another positive of this ASX ETF is that distributions are now paid monthly, however due to the ongoing management, it has an annual fee of 0.64% per annum.

The post Shift your focus to passive income with these dividend ASX ETFs appeared first on The Motley Fool Australia.

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• For monthly income, an 8.8% ASX dividend share to consider

Motley Fool contributor Aaron Bell 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 Vanguard Australian Shares High Yield ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The ASX 200 and global markets have experienced a bout of volatility this month after oil prices surged in response to escalating tensions in the Middle East.

Exchange traded funds (ETFs) can be a particularly useful way to take advantage of these pullbacks. With a single investment, they can provide investors with exposure to a basket of companies positioned to benefit from powerful long-term trends.

With that in mind, here are three ASX ETFs that could be worth considering after the recent market selloff.

Betashares Asia Technology Tigers ETF (ASX: ASIA)

The first ASX ETF that could be a buy after the recent volatility is the Betashares Asia Technology Tigers ETF.

This fund provides exposure to leading technology companies across Asia, particularly in China, Taiwan, and South Korea. These businesses play a critical role in the global digital economy.

Among its holdings are Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world’s most advanced chip manufacturer, Tencent (SEHK: 700), which operates a vast ecosystem of digital services, and Alibaba (NYSE: BABA), a major player in ecommerce and cloud computing.

Many Asian technology shares have experienced periods of significant volatility in recent years, but the long-term growth drivers behind digital payments, artificial intelligence (AI), and online services remain intact.

Betashares Global Cybersecurity ETF (ASX: HACK)

Another ASX ETF that could be worth a closer look is the Betashares Global Cybersecurity ETF.

Cybersecurity has become a critical priority for businesses and governments as more services move online and cyber threats continue to evolve.

The ETF invests in companies that develop the tools used to protect networks, data, and digital infrastructure. Holdings include companies such as CrowdStrike (NASDAQ: CRWD), which specialises in cloud-based endpoint security, Palo Alto Networks (NASDAQ: PANW), a leader in network security platforms, and Fortinet (NASDAQ: FTNT), which provides cybersecurity hardware and software solutions.

As digital transformation continues across industries, spending on cybersecurity is widely expected to grow.

VanEck Video Gaming and Esports ETF (ASX: ESPO)

A final ASX ETF that could be worth considering after the selloff is the VanEck Video Gaming and Esports ETF.

This fund invests in companies involved in the global gaming industry, which has grown into one of the largest entertainment sectors in the world.

Its holdings include companies such as Nintendo, which produces some of the most popular gaming franchises globally, Nvidia (NASDAQ: NVDA), whose graphics chips power gaming PCs and consoles, and Roblox (NYSE: RBLX), a platform that blends gaming with social interaction and user-generated content.

Gaming continues to expand as an entertainment medium across consoles, PCs, and mobile devices. As technology improves and audiences grow, companies within this ecosystem could benefit from strong long-term demand.

This fund was recently recommended by analysts at VanEck.

The post 3 excellent ASX ETFs to buy after the selloff appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Betashares Capital – Asia Technology Tigers Etf. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Global Cybersecurity ETF, CrowdStrike, Fortinet, Nvidia, Roblox, Taiwan Semiconductor Manufacturing, and Tencent. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Alibaba Group, Nintendo, and Palo Alto Networks. The Motley Fool Australia has recommended CrowdStrike and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

With markets enduring heavy pressure so far in March, it’s important for investors not to panic and to maintain a long-term view of their portfolios. 

A new report from Global X has reinforced that technological innovation doesn’t slow down just because markets wobble. 

It said that some of the most transformative breakthroughs, from the internet to smartphones to modern cloud computing, have continued to accelerate even during periods of uncertainty.

Today, the next wave of innovation is already underway. Artificial intelligence, robotics, automation and even humanoid technology are advancing at extraordinary speed.

These are megatrends reshaping infrastructure, manufacturing, defence, energy and the way people work. And unlike speculative stocks, there’s a practical, tangible way to invest in the foundations of this boom: the “picks and shovels” behind the innovation economy.

Here are three ASX ETFs to consider for investors seeking raw exposure to the foundations of these rising sectors. 

All have risen roughly 80% in the last 12 months. 

Global X Copper Miners ETF (ASX: WIRE)

This fund provides access to a global basket of copper miners that stand to benefit from being key parts of the value chain, facilitating growth in major areas of innovation such as technology, infrastructure, and clean energy.

With global electrification accelerating and AI infrastructure buildouts gathering pace, demand for copper is expected to structurally outstrip supply for years. WIRE offers a simple way for investors to gain exposure to this long-term demand without needing to pick individual mining stocks.

According to the report, copper matters for innovation for several reasons:

• AI data centres require enormous amounts of copper for heat dissipation and electrical wiring
• Robotics and automation systems use copper in motors, chips, wiring, sensors and circuit boards
• Electric vehicles contain two to four times more copper than petrol cars
• Renewable energy systems, such as wind turbines and solar farms, are copper-intensive by design.

Global X Uranium ETF (ASX: ATOM)

Global initiatives to reduce carbon emissions will see uranium and nuclear adoption rise as a crucial power source to facilitate the clean energy transition.

ATOM gives investors exposure to the global uranium industry at a time when nuclear energy is being re-evaluated as a critical enabler of the digital economy.

According to the report, uranium is experiencing a global resurgence because it provides:

• Zero-carbon baseload power
• High reliability
• The ability to support 24/7 AI and computing loads
• Independence from fossil fuel price volatility

Global X Green Metal Miners ETF (ASX: GMTL)

This ASX ETF provides exposure to global companies that produce critical metals for clean energy infrastructure and technologies, including lithium, copper, nickel and cobalt.

These are the essential inputs for:

• EV batteries
• Robotics and automation components
• High-performance magnets used in humanoid technology
• Renewable energy storage
• Advanced computing and electronics

The post 3 ASX ETFs set to benefit from the AI revolution appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell 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.

The Air New Zealand Ltd (ASX: AIZ) share price is in focus today after the company suspended its FY2026 earnings guidance, citing extreme volatility in global jet fuel markets. The airline previously flagged a first-half loss of $59 million and now warns that these challenges will meaningfully impact its second-half results.

What did Air New Zealand report?

• Suspended FY2026 earnings guidance due to jet fuel market volatility
• First-half FY2026 net loss of $59 million previously reported
• Jet fuel prices have soared from US$85–90 to US$150–200 per barrel recently
• Air New Zealand is 83% hedged against Brent crude for the rest of FY2026
• Estimated fuel consumption (March–June 2026): approximately 2.9 million barrels

What else do investors need to know?

Air New Zealand’s prior earnings outlook relied on more stable fuel prices and assumed jet fuel would remain around US$85 per barrel in the second half. However, sharp increases in prices and a widening crack spread are now expected to have a significant impact on the company’s bottom line.

The airline has implemented initial fare adjustments to help offset these cost pressures. Management also flagged the option of further pricing measures and changes to its flight network and schedule if high fuel costs persist. Ongoing cost-saving initiatives are being progressed in parallel.

What’s next for Air New Zealand?

Air New Zealand has put its formal earnings guidance on hold until jet fuel markets and other key operating conditions stabilise. Management will be monitoring the situation closely and responding as needed through pricing, scheduling, and ongoing cost controls to help reduce the impact on earnings.

Investors can expect further updates as conditions evolve, especially relating to input costs and demand shifts in the aviation sector as a result of ongoing geopolitical tensions.

Air New Zealand share price snapshot

Over the past 12 months, Air New Zealand shares have declined 29%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

View Original Announcement

The post Air New Zealand suspends earnings guidance as jet fuel prices soar appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart 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 prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

A sharp market selloff can sometimes create opportunities for long-term investors.

That was the case on Monday, when a spike in oil prices triggered a broad pullback across the market. Oil surged roughly 20% in a single day, which rattled investor sentiment and pushed a number of ASX shares lower.

During these kinds of selloffs, even quality businesses can get caught in the downdraft. Several well-known shares hit 52-week lows as investors rushed to reduce risk.

Rather than seeing that as a warning sign, I think these moments are a chance to look for value. 

Here are three cheap ASX shares that look particularly interesting to me after the recent weakness.

Treasury Wine Estates Ltd (ASX: TWE)

Treasury Wine Estates has been under pressure for quite some time, and the latest market selloff pushed its shares to a fresh 52-week low.

The global wine producer has faced a number of challenges over the past couple of years, including changing demand patterns in key markets and ongoing portfolio adjustments. But despite those headwinds, Treasury Wine still owns some of the most recognisable premium wine brands in the industry.

Brands like Penfolds give the company strong pricing power and a position in the premium segment of the wine market. That premiumisation strategy has been a core focus for management and remains a key driver of long-term value.

With the share price now well below previous highs, I think the market may be underestimating the long-term potential of the business.

Premier Investments Ltd (ASX: PMV)

Premier Investments is another company that hit a 52-week low during Monday’s selloff.

The retail group owns Smiggle and Peter Alexander, both of which have built strong customer followings over many years.

Retail stocks often experience volatility when investors become concerned about consumer spending or economic conditions. However, Premier Investments has historically proven to be a disciplined operator with a strong balance sheet and a track record of returning capital to shareholders.

The company has also demonstrated an ability to grow its brands both in Australia and internationally, which provides additional avenues for expansion over time.

At current levels, I think the market is mis-pricing this ASX share.

Aristocrat Leisure Ltd (ASX: ALL)

Aristocrat Leisure is another high-quality ASX share that has fallen to a 52-week low and looks cheap to me.

The gaming technology company has long been one of the ASX’s standout global growth stories. Its slot machine business continues to generate strong cash flow, while its digital gaming division provides exposure to the fast-growing mobile gaming market.

More recently, the company has also been investing heavily in real-money gaming opportunities, which could represent another growth avenue in the years ahead.

While concerns around industry competition and broader market volatility have weighed on the share price, I still see Aristocrat as a business with strong intellectual property, global scale, and a proven ability to grow earnings over time.

Foolish takeaway

Market selloffs can be uncomfortable, but they often create opportunities for investors willing to take a long-term view.

Treasury Wine Estates, Premier Investments, and Aristocrat Leisure are three companies that have recently fallen to 52-week lows despite owning strong brands and well-established business models.

If their long-term growth stories continue to play out, the current share price weakness could look like an opportunity in hindsight.

The post Why I think these cheap ASX shares could be strong buys appeared first on The Motley Fool Australia.

More reading

• 5 ASX shares I’d buy and hold for the next decade
• 3 ASX dividend stocks to buy with $3,000 in March
• These ASX 200 stocks are trading close to 52 week lows: Is it time to buy low?
• Down almost 40% and at a 52-week low, should you buy this ASX 200 tech stock?
• Which billionaire has upped his stake in Treasury Wine Estates?

Motley Fool contributor Grace Alvino 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 Treasury Wine Estates. The Motley Fool Australia has positions in and has recommended Treasury Wine Estates. The Motley Fool Australia has recommended Premier Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Almost every company in the S&P/ASX 200 Index (ASX: XJO) fell on Monday. 

Geopolitical conflict weighed heavily on investor confidence, as Australia’s benchmark index tumbled almost 3%. 

In fact, yesterday was the worst day since the post-“Liberation Day” sell-off in April last year.

However after the fall, there are buying opportunities for many ASX 200 companies. 

It’s important to understand that volatility is likely to continue as concerns continue to rise about the conflict involving the United States, Israel, and Iran. 

However, taking a long-term view, these companies could be great value after Monday’s crash. 

BHP Group Ltd (ASX: BHP)

BHP shares fell more than 5% yesterday. 

It has been one of the major losers in the “risk-off” reaction from markets. 

The natural resources company is now down 15% in just the last week of trading. 

However BHP Chairman Ross McEwan said the global mining giant sees little immediate impact from the US-Iran conflict. 

According to Bloomberg, the company has prepared for various scenarios, and about 95% of its mining products ultimately go to Asia, with relevant trade routes remaining open, though some routes passing through the Middle East are expected to be affected.

Analysts seem fairly neutral on the ASX 200 stock in the short term. 

16 analysts ratings via TradingView have an average 12 month price target of $53.00 on BHP shares. 

That’s roughly 5.8% higher than yesterday’s closing price of $50.10. 

While right now might not be the most attractive entry point, should the sell-off continue, it could be a buy low opportunity for long-term investors. 

Nextdc Ltd (ASX: NXT)

This ASX 200 company fell more than 6% yesterday. 

However, it appears the conflict in Iran has affected the company mostly indirectly through market sentiment and interest-rate expectations, not through its core operations.

The company operates data centres in Australia, New Zealand and Southeast Asia. 

It focuses on co-location services to local and international organisations as well as interconnectivity between enterprises, global cloud, ICT providers, and telecommunication networks.

This core business focus is set to play an important role in the growth of AI, which is set to require massive processing infrastructure. 

Essentially, this ASX 200 stock is considered a high-growth tech infrastructure stock. These can drop more than defensive companies during market shocks.

While the short term could be bumpy, a 6% sell-off could be a time to gain exposure at a reasonable price. 

It has a buy rating from UBS, with a price target of $22.55.

That’s a 76% upside from yesterday’s closing price. 

The post Should investors buy the dip on these ASX 200 shares? appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell has positions in BHP Group. 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.

Here are three beaten-down ASX shares that have fallen roughly 30% or more over the past six months. REA Group Ltd (ASX: REA), Seek Ltd (ASX: SEK) and Lendlease Group (ASX: LLC) also slipped about 3% on Monday.

The question investors are asking now is whether the sell-off has created a buying opportunity.

REA Group: high quality digital ASX company

REA Group runs Australia’s dominant property listings platform realestate.com.au and earns revenue primarily from agents paying for property advertising and premium listings.

Its strong market share and network effects have historically made it one of the highest quality digital businesses on the ASX.

The main strength of the S&P/ASX 200 Index (ASX: XJO) share is its pricing power. Even when property listings slow, the company has been able to offset weaker volumes by increasing advertising yields and selling premium products.

However, the ASX share faces several risks. Housing market activity directly affects listing volumes, and new competition has emerged after US property giant CoStar acquired rival Domain. Analysts are also watching whether the recent slowdown in listings persists.

Even so, brokers remain broadly constructive on the ASX share. The consensus 12-month price target sits around $218, suggesting potential upside of roughly 30% from the current level of $168.88.

Seek: global employment marketplace

Seek operates one of the world’s largest online employment marketplaces, connecting jobseekers with employers across Australia, Asia, and Latin America. Its strong network effects and dominant brand in Australia are key strengths, giving the ASX share pricing power and a large base of recurring customers.

However, the business is cyclical. Hiring activity tends to slow when economic growth weakens, which can pressure job ad volumes and earnings. The ASX share has also faced profitability challenges recently, with earnings volatility and restructuring efforts weighing on investor sentiment.

Despite the share price drop, analysts remain broadly optimistic. The ASX share, that just dropped out of the ASX 50, carries a consensus strong buy rating. Analysts have set an average 12-month price target of about $25.51, which points to a possible gain of 55% from recent levels.

Lendlease Group: prestigious property developments

Lendlease is one of Australia’s largest property and infrastructure groups. Its operations span development, construction, and investment management across Australia, Asia, Europe, and the United States.

The $2.6 billion ASX share has delivered major projects around the world and holds a large pipeline of urban regeneration developments. Its stamp is on Sydney’s Barangaroo and London’s prestigious Elephant & Castle redevelopment.

A key strength is its global development platform. Large mixed-use projects can generate significant long-term value as sites are developed and assets are sold or moved into investment vehicles.

The property company has also been simplifying its structure and selling non-core assets as part of a strategy to focus on higher-return development activities.

However, Lendlease remains exposed to the property cycle. Higher interest rates, construction cost inflation, and weaker real estate investment activity have all weighed on sentiment toward the sector. The company has also experienced earnings volatility in recent years as projects move through different development phases.

Despite price decline of the ASX share, analysts see potential upside if the restructuring strategy delivers stronger returns.

Broker forecasts currently place the average 12-month price target around $5.30 range. This implies a potential plus of 44% from recent trading levels if (property) markets stabilise.

The post 3 ASX shares down 30% (or more) to buy right now appeared first on The Motley Fool Australia.

More reading

• 10 ASX 200 shares to buy after the market selloff
• 3 shares dumped from the ASX 200 index (and 3 new additions)
• 3 ASX 200 shares trading well below brokers’ targets
• 2 ASX stocks to buy and 1 to sell
• 5 ASX shares I’d buy and hold for the next decade

Motley Fool contributor Marc Van Dinther 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.

The ASX 200 dropped sharply on Monday after oil prices jumped in response to escalating conflict in the Middle East.

Market pullbacks like this can be unsettling in the short term, but we often look back on them and realise they were incredible buying opportunities.

With that in mind, here are 10 ASX 200 shares that could be worth considering after the recent selloff.

Cochlear Ltd (ASX: COH)

Cochlear is a global leader in implantable hearing solutions. Its products help people with severe hearing loss regain the ability to hear. With an ageing global population and strong demand for hearing solutions, Cochlear has a long runway for growth.

CSL Ltd (ASX: CSL)

CSL is one of Australia’s most successful healthcare companies. Its plasma therapies division and vaccines business provide life-saving treatments to patients around the world. Demand for the biotech’s therapies is expected to grow steadily as global healthcare needs expand. And while its recent performance has been disappointing, it could be worth being patient with this ASX 200 share.

Goodman Group (ASX: GMG)

Goodman Group develops and manages logistics facilities and data infrastructure across major global cities. Its warehouses support ecommerce supply chains while its data centre developments benefit from the rapid growth of cloud computing and artificial intelligence (AI).

Light & Wonder Inc. (ASX: LNW)

Another ASX 200 share to look at is Light & Wonder. It is a global gaming technology company operating across casino gaming, digital gaming, and social gaming. Its portfolio of games and platforms provides exposure to the growing global gaming and entertainment industry.

Pro Medicus Ltd (ASX: PME)

Pro Medicus could be worth a shout after recent weakness. It develops medical imaging software used by hospitals and healthcare providers around the world. Its Visage platform is widely regarded as one of the most advanced radiology imaging systems available, supporting strong contract wins and long-term growth.

REA Group Ltd (ASX: REA)

REA Group operates realestate.com.au, Australia’s leading online property marketplace. Its dominant position gives it strong pricing power and recurring revenue from real estate listings and related services.

ResMed Inc. (ASX: RMD)

ResMed specialises in devices and software for treating sleep apnoea and other respiratory conditions. Millions of people remain undiagnosed globally, providing significant long-term demand for this ASX 200 share’s sleep therapy products.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne is a leading enterprise software provider focused on government, education, and large organisations. Its transition to a cloud-based software model has improved recurring revenue and strengthened customer retention.

WiseTech Global Ltd (ASX: WTC)

WiseTech develops logistics software used by freight forwarders and global supply chains. Its CargoWise platform helps businesses manage complex international trade processes, positioning the company to benefit from long-term growth in global logistics.

Xero Ltd (ASX: XRO)

A final ASX 200 share that could be a buy is Xero. It provides cloud-based accounting software for small and medium-sized businesses. With millions of subscribers across multiple markets, the company continues to expand its ecosystem of financial tools and services. And with an estimated total addressable market of 100 million businesses, it has a very long growth runway.

The post 10 ASX 200 shares to buy after the market selloff appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL, Cochlear, Goodman Group, Pro Medicus, REA Group, ResMed, Technology One, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Cochlear, Goodman Group, Light & Wonder Inc, ResMed, Technology One, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has positions in and has recommended ResMed, WiseTech Global, and Xero. The Motley Fool Australia has recommended CSL, Cochlear, Goodman Group, Light & Wonder Inc, Pro Medicus, and Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Seeing a company hit a 52-week low can make investors nervous. But in many cases, those moments can create opportunities rather than warnings.

Here are three ASX 200 shares currently trading near their lows that I think could be worth considering following this month’s market selloff.

CSL Ltd (ASX: CSL)

CSL has had a tough period by its own very high standards.

The biotechnology giant has faced investor concerns around the underperformance of the key CSL Behring business and a surprise CEO transition that unsettled the market. Those factors have contributed to a significant pullback in the share price.

However, when I step back and look at the business, I still see one of the highest-quality healthcare companies listed on the ASX.

CSL’s plasma therapies remain critical treatments used around the world, and global demand for these products continues to grow over time. The company also has a strong pipeline of new therapies and vaccines that could support future growth.

With the share price well below its previous highs, I think the risk-reward looks more balanced than it has for some time.

Temple & Webster Group Ltd (ASX: TPW)

Temple & Webster has also fallen to a 52-week low this week during the market selloff.

What stands out to me about Temple & Webster is how the business has grown over the past few years. The company operates an asset-light online model that allows it to scale efficiently while avoiding many of the costs faced by traditional furniture retailers. Its large product range, strong brand recognition, and data-driven merchandising approach have helped it build a leading position in online furniture sales in Australia.

While the market may be focusing on short-term consumer spending trends, I still believe the long-term shift toward online retail works in Temple & Webster’s favour.

If the company continues to execute well, the current share price weakness could prove temporary.

Sigma Healthcare Ltd (ASX: SIG)

Sigma Healthcare is another ASX 200 company whose share price has been under pressure.

However, the company’s merger with Chemist Warehouse has transformed its long-term outlook in my view.

The combination creates a vertically integrated pharmacy and wholesale group with significant scale across the Australian healthcare market. Chemist Warehouse is one of the most recognisable pharmacy brands in the country, and its retail network adds a powerful growth engine to Sigma’s distribution platform.

Over time, I think the combined business has the potential to generate stronger earnings growth and improved efficiency through scale.

Sigma’s current share price weakness could offer a compelling opportunity, in my opinion.

Foolish takeaway

A 52-week low doesn’t always mean something is broken. Sometimes it simply reflects market weakness, short-term uncertainty, or shifting sentiment. When that happens, I like to look for companies where the long-term story still makes sense despite the recent weakness.

CSL, Temple & Webster, and Sigma Healthcare all stand out to me as businesses that could have brighter days ahead once market sentiment improves.

The post 3 ASX 200 shares at 52-week lows I’d buy before they recover appeared first on The Motley Fool Australia.

More reading

• 10 ASX 200 shares to buy after the market selloff
• 3 shares I’m buying if this ASX sell-off gets worse
• 5 things to watch on the ASX 200 on Tuesday
• Why the CSL share price just hit a 9-year low
• 3 amazing Australian shares for beginners to buy in March

Motley Fool contributor Grace Alvino has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL and Temple & Webster Group. The Motley Fool Australia has recommended CSL and Temple & Webster Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.