Tag: Stock pick

Reaching your mid-50s with little or no savings can feel like you’ve run out of time.

But the truth is that it is not too late, not even close.

Even at 55, you still have a decade or more of working life ahead of you, and that is more than enough time to build a meaningful passive income stream. With the right approach, sensible risk management and a focus on quality investments, it is entirely possible to retire with real financial breathing room.

Here’s how a late-start investment plan can come together.

Start by growing your capital base

Many people reaching their mid-50s assume they should immediately chase high-yielding stocks. But that can be a trap, especially if your portfolio is still small.

Early on, the focus should be on growth, not income. Bigger capital leads to bigger future income, and the fastest path to growing that capital is by investing in high-quality ASX growth shares and broad-based ETFs.

Companies like TechnologyOne Ltd (ASX: TNE), ResMed Inc (ASX: RMD) or NextDC Ltd (ASX: NXT) have delivered years of compounding growth. And global ETFs such as the Betashares Nasdaq 100 ETF (ASX: NDQ) and the Vanguard MSCI Index International Shares ETF (ASX: VGS) have done the same by providing exposure to some of the world’s biggest companies.

Even modest weekly contributions in shares and funds like these could add up quickly when your money compounds at an average of 10% per year over a decade.

For example, $1,000 a month would turn into $270,000 in 12 years, and $2,500 a month would become $675,000 over the same period.

Transition toward high-quality income

Once your portfolio has gained real size, you can start shifting the focus toward income-producing assets. This is the stage where reliable ASX dividend shares and income ETFs earn their place.

Businesses like Coles Group Ltd (ASX: COL), Transurban Group (ASX: TCL) and APA Group (ASX: APA) have long histories of delivering sustainable, growing income streams. At a 5% average dividend yield, a $270,000 portfolio can generate around $13,500 a year before franking credits and a $675,000 portfolio would pull in passive income of $33,750 a year.

Foolish takeaway

Having no savings at 55 isn’t a dead end, it is a starting line. With 12 years of smart investing, a focus on high-quality growth first, and a gradual shift toward dividend income, you can still build a portfolio that supports a comfortable retirement.

It won’t happen overnight, but with consistency and patience, passive income is absolutely within reach, no matter when you begin.

The post No savings at 55? Here’s how to still retire with passive income appeared first on The Motley Fool Australia.

More reading

• Down 21% in 30 days, this top ASX 200 stock now looks on sale to me
• Buy Telstra and these ASX dividend shares for passive income
• Is the 2025 ASX share selloff your chance to buy generational bargains?
• What $5,000 invested in ASX ETFs today could become in 10, 15, and 20 years
• Best buy for dividends today: Coles or Woolworths shares?

Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF, Nextdc, ResMed, and Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Nasdaq 100 ETF, ResMed, Technology One, and Transurban Group. The Motley Fool Australia has positions in and has recommended Apa Group, BetaShares Nasdaq 100 ETF, ResMed, and Transurban Group. The Motley Fool Australia has recommended Technology One and 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.

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

Tesla (NASDAQ: TSLA) shares have been on a wild ride in 2025 with investors engaged in a tug of war of sorts, between bears and bulls. The bears base their position in reality, a reality where Tesla sales and profits are in decline and its vehicle lineup is aging. The bulls base their position in a potentially lucrative future based around artificial intelligence (AI), robotics, and robotaxis. Right now, the bulls are winning with Tesla stock up 28% over the past three months, but here’s why investors might want to pump the brakes a bit.

Coming to a city near you

“Safe, routine, ready: Autonomous driving in new cities” are the words that should have Tesla investors pumping the brakes on the potentially lucrative future they envisioned for the electric vehicle (EV) maker. That’s because direct competitor Waymo is shifting its expansion into a higher gear: “We’ve built a generalizable Driver, powered by Waymo’s demonstrably safe AI, and an operational playbook to reliably achieve this milestone,” said Tekedra Mawakana, Waymo’s co-CEO, on the expansion, according to Electrek.

This week, Waymo announced fully autonomous driving in five new cities: Miami, Dallas, Houston, San Antonio, and Orlando. Operations started in Miami this week and will begin in the remaining four cities in the coming weeks, although it’s important to note that doors for riders won’t open until next year. This goes with Waymo’s recent playbook to test for a few months before opening the app to the public.

Playing catch up

It’s also important for investors to grasp the lead that Waymo may have developed over the past few years. For instance, Tesla is currently testing its initial robotaxi operations in Austin, Texas, with roughly 30 robotaxis in operation and plans to expand the fleet to about 500 by the end of the year. Tesla is still using a safety monitor, which Waymo removed in 2020, but has plans to transition to fully driverless operation by the end of the year. 

The five new cities that Waymo is entering will bring its total city count to 10 at a time when Tesla just announced it obtained a permit to operate a ride-hailing service in Arizona. It’s definitely a step forward for Tesla, although additional permits will be required before the automaker can operate a full robotaxi service in the state. When Tesla enters the Phoenix, Arizona market next year, it will already trail Waymo’s operations in the city, which boasts at least 400 autonomous vehicles. In fact, Waymo said it has already surpassed 10 million driverless trips served to riders across its U.S. operations.

Despite Tesla playing catch up to rival Waymo, Tesla investors have some reason to be optimistic. Tesla could very well develop a competitive advantage in scaling a robotaxi business thanks to access to a plethora of Tesla vehicles on the road and its production capacity. Furthermore, Tesla’s strategic rollout could be more scalable as the company is relying on a camera-based system rather than LiDAR and radar, which competitors are using.

What it all means

Tesla shareholders also made it clear where they want CEO Elon Musk’s focus. Musk’s new compensation package, worth up to $1 trillion, was approved by 75% of voters but with milestones tied to future endeavors. Musk will still have to build cars for some of his rewards, have 1 million robotaxis in commercial operation, 1 million Optimus robots, and 10 million Full Self-Driving subscriptions. These goals suggest the company is pivoting its core business from automotive manufacturer to a more tech-centric company.

Tesla’s best days may very well be ahead of it. It’s already proven many naysayers wrong by making it this far, but it’s important for investors to pump the brakes on robotaxi hype, because not only is Tesla playing catch up to Waymo; the future of robotaxis is more uncertain thanks to evolving regulations, lawsuits, and safety concerns. Investors need to understand what company they’re investing in moving forward, given Tesla’s lofty valuation and price-to-earnings (P/E) ratio approaching 300 times, and a market capitalization more than 10 times Ford and GM combined.

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

The post Safe, routine, ready: Does that spell the end for Tesla’s run-up? appeared first on The Motley Fool Australia.

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

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

More reading

• I would buy Tesla stock at this price
• Ranking the best “Magnificent Seven” stocks to buy for 2026. Here’s my No. 7 pick.
• The best ASX ETFs to buy and hold for 20 years
• How does Tesla make money?
• US stocks will underperform over next decade: Goldman Sachs

Daniel Miller has positions in Ford Motor Company and General Motors. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Tesla. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended General Motors. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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

Nvidia (NASDAQ: NVDA) dispelled investor worries about a slowdown in artificial intelligence (AI) with a stellar earnings report last week. Revenue increased 62% year over year in the fiscal 2026 third quarter, and earnings per share (EPS) rose from $1.08 last year to $1.30 this year, blowing analyst estimates out of the water, as usual.

However, even though the results were spectacular, and the company updated investors with great news about future opportunities, Nvidia’s stock barely registered it. There are still fears about where all of this AI spending is going.

If you were prescient enough to see Nvidia’s potential 10 years ago and invested then, even $100 would be worth an incredible amount today. 

The key to AI

There are multiple companies with heavy AI investments that are already changing the world. They have several key components, and for many of them, that includes Nvidia.

Nvidia designs the graphics processing units (GPUs) that make the most powerful AI possible. All of the top AI companies, like Amazon and Microsoft, have partnerships with Nvidia as they try to climb to the top of the AI mountain.

The advent of generative AI has completely changed Nvidia’s trajectory as a chip company, and no one could have foreseen these developments 10 years ago. What investors could have seen was a company with solid technology committed to innovation, and if you believed in that mission, you’d be a lot richer today. All it would have taken was a $100 investment in Nvidia stock to have $23,000 today.

Although it looks like Nvidia stock is sputtering right now, that’s part of how the market works. Long term, Nvidia could still create shareholder value, although at a slower rate; $100 today won’t create nearly the same gains at today’s prices.

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

The post If you’d invested $100 in Nvidia 10 years ago, here’s how much you’d have today appeared first on The Motley Fool Australia.

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

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

More reading

• 3 ASX thematic ETFs that could boom over the next decade
• Why Nvidia could be a bigger winner in quantum computing than you might think
• Is Nvidia in an AI bubble? Here’s what Jensen Huang says.
• The best ASX ETFs to buy and hold for 20 years
• Does the AI revolution justify today’s high ASX 200 valuation?

Jennifer Saibil has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Amazon, Microsoft, and Nvidia. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended Amazon, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Spotting the next major investing wave isn’t always easy, but one thing is clear. The world is changing faster than ever.

Our homes, workplaces and even our governments are leaning more heavily into digital systems, smarter automation and cloud-driven technology. And when huge structural shifts like these occur, investors who position themselves early often reap the biggest rewards.

Fortunately, you don’t need to be a tech expert or chase risky individual stocks to participate.

Several thematic ETFs provide simple, diversified exposure to the industries shaping the next decade. And if these megatrends continue gathering momentum, the ASX ETFs in this article could be among the strongest performers on the market.

BetaShares Cloud Computing ETF (ASX: CLDD)

Cloud computing is one of the most powerful long-term structural trends in technology. Every year, more businesses move their operations into the cloud, relying on scalable platforms for data storage, workflow management and AI-driven tools. The BetaShares Cloud Computing ETF gives investors access to the companies building and enabling this infrastructure.

The ASX ETF’s portfolio includes global names such as Shopify (NASDAQ: SHOP), which powers cloud-based e-commerce; ServiceNow (NYSE: NOW), a leader in digital workflow automation; and Salesforce (NYSE: CRM), the world’s largest cloud CRM provider. These companies don’t just benefit from cloud adoption, they help accelerate it, creating sticky recurring revenue and deep customer integration.

BetaShares Global Cybersecurity ETF (ASX: HACK)

As the world becomes more digital, cyber threats are increasing at an alarming pace. Businesses, governments and individuals all require greater protection, and this is driving explosive growth in the cybersecurity sector. The BetaShares Global Cybersecurity ETF offers exposure to key players in this space.

This fund includes heavyweights such as CrowdStrike (NASDAQ: CRWD), known for its AI-powered endpoint protection; Palo Alto Networks (NASDAQ: PANW), a leader in enterprise network security; and Fortinet (NASDAQ: FTNT), which provides integrated cybersecurity solutions. These companies enjoy rising demand regardless of economic cycles because cybersecurity is no longer optional, it is essential.

And with cybercrime expected to cost trillions globally over the next decade, the BetaShares Global Cybersecurity ETF is positioned at the heart of a growth story that shows no signs of slowing.

BetaShares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)

Finally, robotics and artificial intelligence are transforming industries from manufacturing to healthcare. The BetaShares Global Robotics and Artificial Intelligence ETF provides access to companies leading these innovations.

Its holdings include Nvidia (NASDAQ: NVDA), the chipmaker powering most of the world’s AI systems; ABB (SWX: ABBN), a global leader in industrial robotics; and Fanuc (TSE: 6954), which produces factory automation technologies used across automotive, electronics and aerospace manufacturing.

As automation spreads and AI becomes embedded in everyday business operations, companies in this ASX ETF’s portfolio could enjoy substantial growth tailwinds.

The post 3 ASX thematic ETFs that could boom over the next decade appeared first on The Motley Fool Australia.

More reading

• 5 ASX ETFs to buy with $10,000 in December
• Why Nvidia could be a bigger winner in quantum computing than you might think
• Is Nvidia in an AI bubble? Here’s what Jensen Huang says.
• 5 excellent ASX ETFs to buy in December
• 3 ASX ETFs for smart investors to buy with $2,500

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 Abb, BetaShares Global Cybersecurity ETF, CrowdStrike, Fortinet, Nvidia, Salesforce, ServiceNow, and Shopify. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Palo Alto Networks. The Motley Fool Australia has recommended CrowdStrike, Nvidia, Salesforce, ServiceNow, and Shopify. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you are wanting exposure to the beaten down tech sector, then it could be worth looking at the ASX tech stock in this article.

That’s because analysts at Bell Potter see potential for its shares to rise strongly from current levels.

Which ASX tech stock?

The stock in question is airports and utilities software provider Gentrack Group Ltd (ASX: GTK).

Bell Potter was pleased with the company’s FY 2025 results, noting that they were largely in line with expectations. It said:

GTK’s FY25 was largely in-line with consensus revenue/EBITDA at $230.2m/$27.8m respectively (-4% vs. BPe EBITDA). Positive pipeline commentary drove a strong share price reaction, which provided improved visibility on near-term project win/growth outlook.

Group revenue grew 8% to $230.2m, in-line with guidance/consensus (- 1% vs. BPe); Utility revenue increased 7% to $193.4m, which was underpinned by 12% recurring revenue growth somewhat offset by a -5% decline in project revenues (reflecting strong pcp); 2H25 was a record half for Utility project revs. Veovo revenue increased +15% to $36.8m on both ARR/NRR growth (+27% ex. Hardware sales)

Another positive for the broker was its outlook commentary. It highlights that the ASX tech stock’s sales pipeline has improved significantly in recent months. Bell Potter adds:

GTK’s pipeline has developed considerably since it’s last update; it is currently a “preferred” vendor at 3 prospects, shortlisted at 3 others, and well placed at 4 others for 2026 counterparty decisions. These opportunities represent ~30m meter points in total; winning 3-4 would set up strong FY27 growth according to GTK. EPS changes in following the result are -1%/+2%/+8% through FY26e-28e respectively on a broad mix of mix shift across segments and increased amortisation.

Time to buy

According to the note, the broker has responded to the update by reiterating its buy rating with an improved price target of $11.00 (from $9.80).

Based on its current share price of $8.49, this implies potential upside of almost 30% for investors from current levels.

Commenting on its buy recommendation, Bell Potter said:

Our TP rebounds to A$11.00 on roll fwd of DCF and earnings upgrades following pipeline commentary which has provided greater visibility on potential project revenue growth as well as go-live proof-points for GTK to reference in g2.0 discussions. A positive growth outlook for GTK is underpinned by rapidly shifting energy consumption and production trends, driving increased complexity in energy grids which is meeting technical debt within legacy billing platforms.

The post Buy this ASX tech stock before it’s too late: Bell Potter appeared first on The Motley Fool Australia.

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• Guess which ASX tech stock is tipped to rise 50%+

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

The team at Morgans has been busy looking at a number of ASX 200 shares following recent update.

Two that have fared well and have been upgraded by the broker are named below. Here’s what it is saying about them:

Lovisa Holdings Ltd (ASX: LOV)

The first ASX 200 share to get an upgrade from Morgans is fashion jewellery retailer Lovisa.

While the company’s trading update was a touch softer than it was expecting, it acknowledges that its sales growth has been very strong so far in FY 2026. Especially in such a tough economic environment.

So, with its shares taking a tumble, the broker has upgraded them to a buy rating with a trimmed price target of $40.00. Based on its current share price, this suggests that upside of approximately 30% is possible.

Commenting on its recommendation, Morgans said:

LOV provided a trading update for the first 20 weeks of FY26 which was slightly below expectations. LFL sales have slowed in the last 12 weeks and store rollout was a little bit slower than expectations, but total sales growth remains strong (over 20%). We see very few Australian retailers able to deliver +20% sales growth in light of the ongoing challenging retail trading conditions. Given the share price weakness, we have upgraded to a BUY from an ACCUMULATE.

We see this as a great opportunity to buy this high quality retailer with a global store rollout opportunity trading back around its average 10-year 1-year forward PE multiple (~31x), offering ~20% EPS growth CAGR over the next 3 years. We have lowered our price target to $40 (from $44.50) driven by moving back to 50/50 weighting EV/EBIT and DCF valuation.

Megaport Ltd (ASX: MP1)

Morgans was pleased with this network-as-a-service provider’s performance so far in FY 2026, highlighting that its net revenue retention (NRR) and annual recurring revenue (ARR) have grown strongly since the end of the last financial year.

In addition, it has updated its forecasts to reflect the acquisition of Latitude.sh and its network expansion into the India market.

This has led to Morgans upgrading its shares to a buy rating with a $17.00 price target. This implies potential upside of 22% for investors over the next 12 months.

Commenting on its upgrade, the broker said:

We update our forecasts to include MP1 recent capital raising, acquisition of “Compute-as-a-Service” provider Latitude.sh and network expansion into India. The acquisitions accelerate revenue and EBITDA growth while the core MP1 business keeps improving. Since June 2025 NRR (net revenue retention) has lifted 2 ppts to 109%. Revenue and ARR (annual recurring revenue) growth is strong. We upgrade to a BUY recommendation and our target price moves to $17.

The post Morgans just upgraded these ASX 200 shares appeared first on The Motley Fool Australia.

More reading

• Lovisa vs Kogan – Which consumer discretionary stock does Bell Potter prefer?
• 3 ASX shares that I think are buys for both growth and dividends
• 5 things to watch on the ASX 200 on Tuesday
• Here are the top 10 ASX 200 shares today
• Leading brokers name 3 ASX shares to buy today

Motley Fool contributor James Mickleboro has positions in Lovisa and Megaport. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Lovisa and Megaport. 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.

Felix Gold Ltd (ASX: FXG) has become one of the ASX’s standout performers over the past twelve months.

Shares in this mineral explorer have ballooned by nearly 500% in just one year, climbing to $0.41 per share at the time of writing.

Not surprisingly, this surge has outperformed the broader market handsomely, with the All Ordinaries Index (ASX: XAO) rising by 1.64% during the same period.

This rally has been fuelled by progress at the group’s Treasure Creek antimony and gold project in Alaska.

In essence, this ASX mining stock has been reporting a swathe of rich antimony intercepts from exploration drilling.

These outcomes could pave the way for Felix to become the first antimony producer in the US in more than three decades.

Strategic mineral

Antimony is traditionally used in flame-retardant materials and several other products, like lead storage batteries, munitions, and ceramics.

However, it is also utilised in various modern-day technologies such as solar panels.

Supply of antimony is heavily concentrated, with about 95% of global output coming from China, Russia, and Tajikistan.

And late last year, China implemented a total ban on antimony exports to the US.

This geopolitical setting could create a strategic opportunity for Felix.

More specifically, the antimony from Treasure Creek could potentially become a supply source for the US market.

However, the project also holds a sizeable 831,000-ounce gold resource.

And an extensive drilling campaign just delivered further significant gold hits.

What happened?

Felix recently completed more than 120 drill holes at Treasure Creek, with results from 10 holes announced this morning revealing shallow and high-grade gold intercepts.

One hole returned a 13.75 metre interval grading 7.69 grams per tonne gold, including a richer 4.89m zone grading 20.42 g/t gold.

Another hole served up a broad 47.25m intercept at 1.08 g/t gold.

Management noted that the gold mineralisation is strongly linked to structures that also host high-grade antimony, with the gold shaping a broader halo around the antimony.

Felix Gold Executive Director, Joe Webb, commented:

The geology is particularly encouraging. We’re seeing high-grade gold within the same structures that host our antimony mineralisation, with gold forming broader halos around these zones. The 13.75m @ 7.69 g/t intersection in hole 001, including 4.89m @ 20.42 g/t, demonstrates the grade potential within these weathered breccia structures.

What next for this ASX mining stock?

Treasure Creek sits within the Fairbanks mining district of Alaska.

This prolific geological region is renowned for producing over 16 million ounces of gold historically.

And Felix is the largest landholder in this infrastructure-rich district.

The ASX mining stock now plans to incorporate the gold and antimony results from 2025 into an expanded resource database.

Samples from the recently concluded drilling program have been submitted to the lab for multi-element analysis, including antimony.

Gold results from 113 drill holes also remain pending.

The post This ASX mining stock has soared 479% in just one year and high-grade gold hits are now flowing in appeared first on The Motley Fool Australia.

More reading

• Buy this ASX tech stock before it’s too late: Bell Potter
• Morgans just upgraded these ASX 200 shares
• Buy, hold, sell: Sigma Healthcare, CSL, and Lynas shares
• 2 Australian dividend giants that I think belong in every portfolio
• Down 21% in 30 days, this top ASX 200 stock now looks on sale to me

Motley Fool contributor Bart Bogacz 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.

If you have space in your portfolio for some new additions, it could be worth hearing what analysts are saying about the ASX shares in this article, courtesy of The Bull.

Let’s see if they are buys, holds, or sells right now:

CSL Ltd (ASX: CSL)

The team at MPC Markets rates this biotechnology giant as a hold despite its significant pullback. However, it thinks investors should be keeping a close eye on CSL’s progress as it does have a strong track record. It explains:

Uncertainty continues to surround this biopharmaceutical giant after the share price plunged following its 2025 results. It recently cut revenue and profit growth forecasts for fiscal year 2026. Its Seqirus influenza vaccines division is under pressure from a decline in vaccination rates in the US. However, plans to reduce fixed costs and enhance efficiencies were initially earmarked to save more than $500 million by fiscal year 2028.

The company is undertaking a buy-back program of up to $750 million in fiscal year 2026. CSL shares have fallen from $271.32 on August 18 to trade at $178.82 on November 19. At these levels, we suggest holding CSL and monitor performance of a company that has a solid track record of performance over the longer term.

Lynas Rare Earths Ltd (ASX: LYC)

Over at Ord Minnett, its analysts think this rare earths producer’s shares are expensive and that investors should be hitting the sell button. They said:

Lynas is the only significant producer of separated rare earths materials outside of China. Gross sales revenue of $200.2 million in the first quarter of fiscal year 2026 was up on the prior quarter and the prior corresponding period, but missed consensus. The shares have fallen from $21.64 on October 15 to trade at $15.51 on November 19. In our view, the shares remain overvalued, so investors may want to consider cashing in some gains.

Sigma Healthcare Ltd (ASX: SIG)

One ASX share that Ord Minnett is positive on its Sigma Healthcare. It has put a buy rating on the Chemist Warehouse owner’s shares.

The broker is very positive on the company’s outlook due to its international expansion and private label strategy. It explains:

The healthcare giant reported normalised earnings before interest and tax of $834.5 million in fiscal year 2025, up 41.4 per cent on the prior corresponding period. Beyond the strong earnings, SIG’s result was underpinned by operating cashflow of $599 million, better than expected net debt of $752 million and a positive outlook. SIG has started strongly in fiscal year 2026, with Chemist Warehouse posting double-digit network sales growth and an upgraded synergies target. Furthermore, we continue to expect upside via the international rollout and private label strategies.

The post Buy, hold, sell: Sigma Healthcare, CSL, and Lynas shares appeared first on The Motley Fool Australia.

More reading

• Leading analysts name 3 ASX 200 titans to buy today
• Analysts name 3 ASX shares to sell now
• Top 10 most-traded ASX shares last week
• What’s going on with Lynas Rare Earths shares today?
• Is the 2025 ASX share selloff your chance to buy generational bargains?

Motley Fool contributor James Mickleboro has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Lynas Rare Earths Ltd. 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.

Australian dividend shares are a great way for investors to earn a reliable passive income. Here are two dividend giants that I think belong in every Aussie portfolio.

Washington H. Soul Pattinson & Co Ltd (ASX: SOL)

Soul Patts is frequently referred to as Australian dividend royalty. It’s easy to see why, too. 

The company has the longest streak of annual dividend increases on the index. It has also increased its dividend payout for its shareholders every year since 1998. 

The best part is that Soul Patts is an investment house that holds a diverse portfolio of investments across listed equities, private equity, property, and loans. While its origins were in pharmacies, the company now has a very broad portfolio across multiple sectors. 

It gives its investors exposure to assets across a range of industries, including natural resources, building materials, telecommunications, retail, agriculture, property equity, and corporate advisory. It is invested in a number of well-known ASX shares such as TPG Telecom Ltd (ASX: TPG), New Hope Corporation Ltd (ASX: NHC), and Brickworks Limited (ASX: BKW). This means the dividend share is able to generate cash flow from a variety of sources. 

It’s this defensive quality and consistent dividend growth that make it a fantastic option for income-seeking investors. 

There’s no forecast for what the Soul Patts dividend is expected to climb to in FY26, but the company expects growth to continue going forward. In FY25, the company paid a total $1.03 per share, 100% fully franked. 

At the time of writing on Tuesday afternoon, the Soul Patts share price is 1.21% higher for the day at $37.51 a piece. Over the year, the shares have climbed 6.99%.

BHP Group (ASX: BHP)

Mining giant and ASX 200 heavyweight BHP is another must for any savvy investor’s portfolio. 

The mining and metals giant is a diversified natural resources company that is among the world’s top producers of major commodities, including iron ore, copper, and metallurgical coal. The company is headquartered in Melbourne and is one of the largest and most-established companies on the ASX with a strong balance sheet and low debt, even during volatile markets.

In FY25, BHP paid an interim dividend of 79.1 cents per share on 27 March and a final dividend of 91.9 cents per share on 25 September, both fully franked. That brings the full-year passive income payout to $1.71 a share. 

Unfortunately, in FY25, BHP’s dividend payouts were lower than what investors received in FY24. This was mostly due to shifts in commodity prices throughout the 12-month period. But the miner continues to be a great provider of passive income. 

UBS has forecast BHP will pay its shareholders US$1.09 per share in FY26, with a potential dividend yield of 5.7%, including franking credits. 

But Macquarie is forecasting that the miner’s dividend will be a little lower in FY26, at around US$1.05 fully franked. This is due to an expected decline in the company’s EBITDA earnings for the year, reflecting softer commodity prices.

At the time of writing, BHP shares are 0.76% higher for the day at $40.93 a piece. Over the year, the shares are trading 1.82% higher.

The post 2 Australian dividend giants that I think belong in every portfolio appeared first on The Motley Fool Australia.

More reading

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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 Macquarie Group and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Macquarie Group and Washington H. Soul Pattinson and Company Limited. 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.

It has been a tough time for TechnologyOne Ltd (ASX: TNE) shares.

Over the past 30 days, the ASX 200 stock has lost 21% of its value.

Why have its shares been sold off?

Investors have been selling the enterprise software company’s shares this month following the release of its full year results.

Interestingly, TechnologyOne’s shares tumbled despite it outperforming its guidance, announcing a special dividend, and reiterating its 2030 $1 billion+ annualised recurring revenue (ARR) target.

Not even bullish comments from its CEO, Ed Chung, could stop the selling. He said:

iPhones changed the market for mobile phones, Tesla changed the market for vehicles, UBER changed the market for how to catch a cab and now that we have Ai and SaaS+, TechnologyOne is changing the market for ERP and unlocking value for our customers.

Is this a buying opportunity?

This looks like one of the best buying opportunities for this ASX 200 stock in a long time. Especially given management’s confidence that it can double in size every five years.

But I’m not alone in seeing this as an opportunity. A number of brokers have recently upgraded its shares in response to their sizeable decline.

For example, analysts at Morgan Stanley have upgraded its shares to an overweight rating with a $36.50 price target. This implies potential upside of 20% from current levels.

Elsewhere, UBS has put a buy rating and $38.70 price target on them, which suggests that upside of approximately 27% is possible between now and this time next year.

And over at Morgans, its analysts have upgraded its shares to an accumulate rating with a $34.50 price target. This is 13% above its current share price.

Commenting on its upgrade, the broker said:

TNE’s FY25 result was largely in line with our expectations with the group delivering, PBT growth of +19% to $181.5m ahead of its 13-17% guidance range, and in line with consensus. The negative share price reaction appears to have been driven by softer than expected ARR/NRR print, which saw a 2% miss to ARR growth expectations vs consensus, despite this, the group continues to deliver, with ARR of $554.6m (+18% YoY), which along with its NRR growth of 115% continues to see TNE Ontrack to achieve its long-term ARR growth aspirations.

We modestly pare our EPS forecasts by 1-3% in FY26-28F. and move to an ACCUMULATE rating, with our target price $34.50 now reflecting a TSR of +19% following TNE’s post result share price movement.

The post Down 21% in 30 days, this top ASX 200 stock now looks on sale to me appeared first on The Motley Fool Australia.

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