Tag: Stock pick

Navigator Global Investments (ASX: NGI) is an ASX financials stock that has already risen more than 75% in 2025. 

Navigator Global Investments is a diversified alternative asset management company that partners with a variety of institutional asset managers operating across different investment styles, product types, and client bases.

It has around US$73 billion in assets under management and is currently partnered with 11 businesses.

Yesterday, it closed trading at $2.94, and is now up 24.58% in just the last month. 

In a fresh note out of Ord Minnett, it appears the broker sees plenty more upside in this ASX financials stock following Navigator Global Investments’ recent investor day. 

Ord Minnett said the recent investor day underscored the immense growth opportunity that the asset manager has in front of it.

The broker has a buy rating on the stock and has just raised its target price to $3.50 from $2.80.

Let’s see what was behind the upgrade. 

Highlights from investor day 

The team at Navigator Global Investments reiterated that in FY25, ownership-adjusted AUM increased to US$27.7 billion, up 6% from the previous year.

The team at Ord Minnett also pointed out principals from partner firms referred glowingly to the company’s assorted value-add levers, in particular, the Blue Owl Business Services Platform. 

Blue Owl’s GP Strategic Capital platform offers minority equity and financing solutions to private capital managers.

Ord Minnett also pointed to organic growth and targeted acquisitions as key drivers of future growth. 

The combination of organic growth, supplemented by targeted US$80 million ($125 million) of strategic acquisitions from a large opportunity set, sees the business well-placed to achieve its 2030 target of a doubling of operating earnings (EBITDA) from 2025.

Other noted highlights included: 

• A strong endorsement of Navigator’s offering from the principals of the 1315 Healthcare and Waterfall AM fund managers.
• Because Navigator’s partners are highly diversified, aggregated performance fees are more consistent, and along with the high margins of alternative managers, this generates steady cash flows that investors are only just starting to value.
• The size of Navigator’s acquisition target set, i.e. firms in the US$1–US$10 billion range, is significant at more than 8,000.

Ultimately, this diversification can help smooth earnings, and paired with high margins, creates steady cash flows that Ord Minnett believes the market hasn’t fully valued until now.

This has positively influenced Ord Minnett’s view of the company moving forward. 

Earnings forecasts and target price adjusted 

Following the investor day, Ord Minnett bumped up its earnings forecasts and price target for this ASX financials stock. 

We made minor adjustments to our earnings forecasts post the investor day, notably our EBITDA estimate for FY26 has increased by 3% to $106.5m, after adjusting our performance fee estimates for Lighthouse Partners.

Based on the new price target from Ord Minnett, the broker now sees an upside of 19.05% for this financials stock. 

The post Top broker says this skyrocketing financials stock is still a buy! 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.

ASX shares that offer a combination of growth and dividends can be an appealing option because they allow us to benefit from wealth-building share price growth and a pleasing passive income.

I’d usually write about a few particular businesses for an article like this, which I recently invested in. But other names can also tick the box, which I’ll highlight below.

Coincidentally, all three names are from the retail sector, which typically means a relatively low price/earnings (P/E) ratio and therefore a pleasing dividend yield. Let’s get into it.

JB Hi-Fi Ltd (ASX: JBH)

JB Hi-Fi is one of Australia’s leading electronic retailers, selling a wide variety of items including phones, TVs, tablets, laptops, smart wearables (such as watches and rings), headphones, video games, and more.

The country’s ongoing (and seemingly growing) love for electronic products is helping drive sales growth. In the first quarter of FY26, JB Hi-Fi Australia sales grew 6%, JB Hi-Fi New Zealand sales rose 39.3%, The Good Guys sales rose 2.5% and E&S sales increased 4.1%.

The ASX share has impressed by focusing on efficient costs and achieving a high level of sales for its store size.

Broker UBS predicts the company’s net profit could rise to $497 million and that the dividend per share could be solid at $3.40. That means it’s trading at 21x FY26’s estimated earnings with a potential grossed-up dividend yield of 5%, including franking credits.

Lovisa Holdings Ltd (ASX: LOV)

Lovisa is a retailer that sells affordable jewellery to younger shoppers. It has stores across dozens of countries, giving it a large addressable market to expand into by opening more stores.

The recent trading update from the ASX share included solid numbers, in my opinion. For the first 20 weeks of FY26, total sales were up 26.2% year over year, with global comparable store sales growth of 3.5%. This is a fast rate of rising profit, which is supportive for long-term share price growth and dividends, in my view.

With a steadily climbing store count and the scale advantages that come with it, I believe the company is well-positioned to deliver long-term growth and dividends.

The forecast from analysts at UBS suggests the business is valued at 33x FY26’s estimated earnings, and the dividend per share could be hiked to 88 cents per share, translating into a dividend yield of almost 3%.

Premier Investments Ltd (ASX: PMV)

The third ASX share I want to tell you about is the owner of Peter Alexander, Smiggle, and a chunk of Breville Group Ltd (ASX: BRG) shares.

Smiggle has struggled in recent times following the onset of COVID-19, though its sales decline has shown signs of improving. I’m much more excited about the Peter Alexander business, which is showing a good sales performance in Australia, benefiting from new and enlarged stores.

In FY25, Peter Alexander sales grew by 7.7%, with 9.2% growth in the second half of FY25. I’m expecting ongoing growth in FY26, as well as a useful boost from the Peter Alexander expansion in the UK, with an initial focus on London.

According to the forecast from UBS, the Premier Investments share price is valued at 15x FY26’s estimated earnings with a possible grossed-up dividend yield of 6.2%, including franking credits.

The post 3 ASX shares that I think are buys for both growth and dividends appeared first on The Motley Fool Australia.

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

Orica Limited (ASX: ORI) is an ASX 200 stock that has already risen more than 40% in 2025. 

For context, the S&P/ASX 200 Financials (ASX: XFJ) index has risen by roughly 5% in the same span. 

Orica is a global manufacturer and supplier of explosives and blasting systems, primarily to the mining industry. 

It is the world’s number one supplier of commercial explosives. The company has operations across more than 100 countries and an approximate market share of around 28%.

Despite already rising significantly this year, the team at Ord Minnett have raised its price target on this ASX 200 stock. 

This comes after Orica posted its highest earnings before interest and tax (EBIT) in more than a decade.

So, how much further can this ASX 200 stock rise?

Here’s Ord Minnett’s view. 

Orica Limited benefiting from solid demand

In a note from the team at Ord Minnett yesterday, this ASX 200 stock met market expectations when it reported its highest earnings before interest and tax (EBIT) in more than a decade for FY25. 

According to the broker, this was underpinned by:

• Solid demand for its specialty chemicals and explosives products
• Tighter cost control
• A more balanced supply-demand equation in the ammonium nitrate market. 

The company, which added another $100 million to its share buyback program, guided to FY26 EBIT growth “across all segments.” This was buoyed by strong fundamentals in the gold and copper sectors. These sectors make up around half of its group sales. 

The ASX 200 stock also firmed up its divisional medium-term outlook as follows:

• Blasting solutions – EBIT growth is now expected above that of GDP “through the mining cycle”, supported by improved product mix, wider margins, earnings and technology benefits, up from previous guidance of just ‘growth’;

• Digital solutions – Growth in EBIT is now forecast to be in the mid-teens, up from low double-digits previously, as customer adoption accelerates and exploration activity increases; and
• Specialty chemicals – EBIT growth is now guided to be in the high single digits, up from mid-single digits previously, buoyed by strong mining sector activity, especially in the gold industry.

Target price upgrade for ASX 200 stock

Yesterday, the Orica share price rose almost 1.5% to close trading at $23.35. 

Based on the above guidance from Ord Minnett, the broker has now upgraded its price target to $26.00 and raised EPS estimates. 

It has also maintained its buy recommendation. 

This updated price target indicates an upside of 11.35%. 

Post the result, we have raised our EPS estimates by 2.1%, 2.3% and 8.5% for FY26, FY27 and FY28, respectively, to incorporate higher earnings assumptions for the specialty chemicals and blasting solutions divisions, which leads us to raise our target price to $26.00 from $23.00.

The post Ord Minnett just raised its price target on this soaring ASX 200 stock 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.

If you want to build real wealth in the share market, one of the smartest strategies is to back high-quality ASX growth shares and give them time.

A decade may feel like an eternity in investing terms, but it is long enough for strong businesses to expand, compound earnings, and transform into serious wealth builders.

Right now, the ASX offers no shortage of growth opportunities, but three names that stand out are listed below. Here’s why these ASX shares could reward patient investors over the next 10 years:

Goodman Group (ASX: GMG)

Goodman could be one of the most compelling long-term growth stories on the ASX. It has evolved from an industrial property owner into a global infrastructure powerhouse.

Demand for high-quality industrial real estate remains robust, driven by e-commerce and supply-chain optimisation.

In addition, Goodman is increasingly positioned at the heart of the artificial intelligence boom. Its global pipeline includes data-centre-led developments requiring enormous amounts of power and specialised infrastructure, areas where it has both experience and first-mover advantage.

With an exceptional balance sheet, strong development partnerships and a track record of disciplined execution, Goodman is well placed to keep compounding earnings long into the next decade.

Siteminder Ltd (ASX: SDR)

Another ASX growth share that could be a buy for the long term is Siteminder.

Its hotel commerce platform helps accommodation providers manage bookings, pricing, distribution and payment systems from a single cloud-based solution. At the last count, it was generating more than 130 million reservations worth over $85 billion in revenue for its hotel customers each year.

But with many hotels still running outdated legacy systems, the shift toward modern, integrated software represents a long growth runway. In fact, management estimates it has a total addressable market (TAM) of 1 million hotels. This compares to its current customer base of approximately 50,000 properties.

So, with travel markets normalising and hotel operators improving digital investment, Siteminder is positioned for sustained recurring revenue expansion over the next decade.

Telix Pharmaceuticals Ltd (ASX: TLX)

Finally, Telix could be another ASX growth share to buy and hold. This biotech’s flagship cancer imaging product, Illuccix, has experienced strong global uptake, underpinning substantial revenue growth and validating the company’s radiopharmaceutical platform.

With multiple therapeutic candidates advancing through clinical development, including prostate, kidney, and brain cancer treatments, Telix has the potential to evolve into a major international oncology player.

Especially given how radiopharmaceuticals are emerging as one of the fastest-growing fields in cancer care, offering highly targeted treatment with fewer side effects.

The post Build significant wealth with these ASX growth shares over the next 10 years appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Goodman Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group, SiteMinder, and Telix Pharmaceuticals. The Motley Fool Australia has positions in and has recommended SiteMinder. The Motley Fool Australia has recommended Goodman Group and Telix Pharmaceuticals. 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.

The list of corporations with a market capitalization of $1 trillion is short — but what about those that have hit $5 trillion? It’s hardly a list, as it’s composed of just one company, Nvidia.

However, several others aren’t too far behind. One of them is Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), the parent company of Google, which has a current market cap of $3.4 trillion. Will it be the next to hit $5 trillion? 

The case for Alphabet

Alphabet isn’t the corporation closest to the $5 trillion mark. Other than Nvidia, which has already achieved that milestone but is currently worth less than that, Microsoft and Apple are both ahead. The former has a market capitalization of $3.7 trillion, while the latter is valued at $3.9 trillion.

It’s also worth mentioning Amazon, which is currently trailing at $2.4 trillion. However, it may be able to catch up, provided it gains significant market value while its peers decline over the next couple of years.

There are good reasons to believe Alphabet could perform at least as well as Amazon for the foreseeable future. Both are leaders in the cloud computing market. Amazon has a larger market share, but Alphabet is growing sales in that division more quickly.

The rest of their businesses put Alphabet squarely in the lead for one reason — margins.

AMZN Revenue (Quarterly) data by YCharts.

Amazon generates higher sales, but Alphabet has higher profits and higher margins. Meanwhile, Alphabet still reigns supreme in search, despite challenges from artificial intelligence (AI) chatbots.

The company has made changes to address this issue, including an AI overview and an AI mode within its renowned search engine. Furthermore, Alphabet eliminated a major risk this year and avoided the worst outcome — that of losing its Chrome browser, a crucial part of its advertising empire — in its antitrust lawsuit. In my view, Alphabet has enough momentum to stay ahead of Amazon in the next couple of years.

What about Apple? Despite the iPhone maker’s recent better-than-expected financial results, it’s still facing significant threats.

The tariff situation is constantly evolving, and more news on that front could negatively impact Apple’s stock price, as it still manufactures most of its products in China, a country President Trump has targeted with tariffs. Alphabet is also already cashing in on its AI strategy, whereas Apple has been lagging behind its similarly sized tech peers.

Alphabet’s AI offerings through its cloud division, including its AI overviews and AI mode, as well as algorithms that increase engagement on YouTube — leading to higher ad revenue — are all important tailwinds for the company. So Alphabet could perform much better than Apple and beat the iPhone maker to a $5 trillion valuation.

What about Microsoft? Both companies are thriving in the cloud and AI spaces. Microsoft arguably has an edge over Alphabet in both. However, Alphabet appears more reasonably valued when considering traditional valuation metrics.

GOOG Price-to-Earnings Ratio (Forward) data by YCharts.

That’s one reason Alphabet could overtake even Microsoft to become the next $5 trillion company.

The more important question

Of course, outcomes are always hard to predict. A lot could happen in the next 12 months (or so) that would disrupt Alphabet’s path to a $5 trillion market cap, and one of its peers could get there before.

Will Alphabet perform well enough in the next couple of years to be the next company to reach this goal? That’s less important than determining whether the stock is worth holding for long-term investors, regardless of what happens in the short term. In that department, Alphabet looks like a great pick. It’s a leader in several industries, boasting massive growth prospects in digital advertising, cloud computing, AI, and streaming.

The tech giant also has a hand in innovative and potentially disruptive new sectors, such as self-driving vehicles. Further, Alphabet benefits from a strong competitive advantage, thanks to its brand name, switching costs in cloud computing, and network effects in internet search.

After eliminating a major antitrust threat, the company’s prospects look stronger than ever. All things considered, Alphabet appears to be a buy, even if it doesn’t become the next $5 trillion company. 

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

The post Will Alphabet be the world’s next $5 trillion stock? 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.

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Prosper Junior Bakiny has positions in Alphabet, Amazon, and Nvidia. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Apple, 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 Alphabet, Amazon, Apple, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

For investors chasing reliable passive income, the Australian share market remains one of the best places in the world to look.

Plenty of homegrown ASX shares deliver consistent earnings, strong cash flow, and fully franked dividends.

If you are looking to build or top up an income-focused portfolio, here are five ASX dividend shares that could be worth considering:

Adairs Ltd (ASX: ADH)

Adairs is one of Australia’s leading homewares retailers. It has returned to form recently following a difficult retail cycle. With improved inventory management, stronger online performance and cost efficiencies flowing through, the business now sits in a healthier financial position. As consumer sentiment gradually improves, Adairs’ margin profile and cash generation should benefit, supporting its fully franked dividend. It currently trades with an estimated forward dividend yield of 6.8%.

BHP Group Ltd (ASX: BHP)

BHP is one of the most dependable dividend payers on the ASX. Its world-class mining assets generate enormous free cash flow through the cycle, allowing the company to continue rewarding shareholders even when commodity prices soften. Analysts expect BHP to maintain strong fully franked distributions over the coming years thanks to its low-cost operations and robust balance sheet. For example, the consensus estimate is for a 3.9% dividend yield in FY 2026.

Coles Group Ltd (ASX: COL)

Another ASX dividend share to look at is Coles. It is a favourite among defensive income investors, and for good reason. This supermarket giant generates consistent earnings through all economic conditions, supported by steady demand for essential goods. In addition, its focus on automation, cost efficiencies, and private-label expansion is helping push margins higher, which bodes well for its future dividends. The market is expecting a fully franked 3.5% dividend yield this year.

Dicker Data Ltd (ASX: DDR)

Dicker Data is an IT hardware and software distributor with a long track record of steady revenue growth, resilient margins, and rising dividends. Its relationships with top-tier technology vendors, along with its focus on recurring product demand, have helped support consistent cash flow. As digital infrastructure spending remains strong across the corporate sector, Dicker Data is positioned to continue rewarding shareholders with fully franked dividends. It currently trades with an estimated forward dividend yield of 4.6%.

Telstra Group Ltd (ASX: TLS)

Finally, Telstra could be a core holding for income-focused investors. With strong demand for mobile services, expanding 5G adoption, and ongoing improvements to network efficiency, Telstra continues to deliver stable earnings. Management has outlined plans to lift dividends gradually through its Connected Future 30 strategy, supported by recurring cash flow from mobile, enterprise and infrastructure businesses. This is expected to underpin a 4.1% fully franked dividend yield in FY 2026.

The post Buy Telstra and these ASX dividend shares for passive income appeared first on The Motley Fool Australia.

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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 Adairs. The Motley Fool Australia has positions in and has recommended Adairs, Dicker Data, and Telstra Group. 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.

Copper is one of the most important metals of the modern era.

It is used almost everywhere thanks to its durability, corrosion resistance, and strong thermal and electrical conductivity.

Such traits make the metal a key cog in construction, power grids, transportation, household appliances, and consumer electronics.

And as the world electrifies, the strategic importance of copper is rising.

Electric vehicles (EVs) require about four times more copper than conventional internal combustion engine vehicles.

And AI data centres depend heavily on the metal for power distribution and cooling.

Together, these factors point to a strong long-term growth profile for global copper demand.

In turn, some of the world’s largest mining companies have been growing their exposure to copper over the past few years.

These include ASX 200 mining giants BHP Group Ltd (ASX: BHP) and Rio Tinto Ltd (ASX: RIO).

But which ASX 200 mining stocks rank amongst the biggest copper producers globally?

Recent analysis from industry expert Benchmark Mineral Intelligence has revealed the world’s top 25 copper miners, based on production during the third quarter of 2026.

Below, we present the five ASX 200 mining stocks that made the list.

BHP shares take gold

According to Benchmark’s analysis, BHP was the world’s biggest copper miner in the third quarter of the year.

The Big Australian stood at the top of the podium after producing nearly 500,000 tonnes of the metal during the period.

American outfit Freeport-McMoRan Inc (NYSE: FCX) claimed silver with 414,000 tonnes, and Chilean state-owned miner Codelco took bronze with about 304,000 tonnes.

4 other ASX 200 mining stocks make the list

Rio Tinto captured seventh spot on the coveted list after churning out 204,000 tonnes of copper during the quarter.

However, no other ASX 200 mining stocks finished in the top ten.

Pure-play copper miner Capstone Copper Corp CDI (ASX: CSC) was the next best ASX 200 mining stock, finishing in 18th place.

The Canadian-based outfit produced a touch over 55,000 tonnes of the metal from its portfolio of assets in the Americas.

Somewhat surprisingly, Newmont Corporation CDI (ASX: NEM) also made the list as the world’s 20^th largest copper miner.

To elaborate, the company is best known for being the number one gold producer on the planet.

However, it also churned out 35,000 tonnes of copper during the quarter.

Sandfire Resources Ltd (ASX: SFR) was the final ASX 200 mining stock to rank amongst the world’s leading copper miners.

It produced more than 24,000 tonnes of the metal to take 24^th spot.

Copper price overview

The copper price has rallied by more than 20% in 2025, climbing to about US$10,700 per tonne at the time of writing

For comparison, the All Ordinaries Index (ASX: XAO) has lifted by around 3.8% during the same timeframe.

However, some analysts are forecasting even stronger gains ahead.

For instance, JPMorgan Chase & Co (NYSE: JPM) believes that a widening global supply deficit could drive copper prices to US$12,000 per tonne by the first quarter of next year.

The post Revealed: BHP and 4 other ASX 200 mining stocks rank among top global copper producers appeared first on The Motley Fool Australia.

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JPMorgan Chase is an advertising partner of Motley Fool Money. 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 positions in and has recommended JPMorgan Chase. 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.

With the year drawing to a close, December can be a great time to reassess your portfolio.

Markets have been choppy because of interest rate uncertainty and ongoing volatility in global tech, but this also means some high-quality exchange traded funds (ETFs) are now trading at appealing levels ahead of the final month of the year.

As a result, if you have $10,000 ready to put to work before 2026 arrives, here are five ASX ETFs well worth considering.

BetaShares Global Cybersecurity ETF (ASX: HACK)

Cybersecurity continues to be one of the fastest-growing global industries, and the BetaShares Global Cybersecurity ETF gives investors direct exposure to the stocks leading that charge. Its portfolio includes major names such as CrowdStrike (NASDAQ: CRWD) and Palo Alto Networks (NASDAQ: PANW), and Fortinet (NASDAQ: FTNT), which are benefiting from surging demand for cloud security, AI-driven threat detection, and enterprise protection. With cyberattacks rising globally, this ASX ETF taps into a long-duration megatrend that should continue powering ahead into the 2030s.

BetaShares India Quality ETF (ASX: IIND)

Another ASX ETF to look at is the BetaShares India Quality ETF. It focuses specifically on high-quality Indian companies with strong fundamentals across technology, finance, consumer goods and infrastructure. Holdings such as Infosys (NYSE: INFY), HDFC Bank (NSEI: HDFCBANK), and Tata Consultancy Services (NSEI: TCS) are positioned to benefit from rising incomes, urbanisation, digital adoption, and ongoing economic reform. For investors wanting exposure to a modernising, fast-expanding emerging market, this fund could be worth a look. Analysts at Betashares recently named it as one to consider buying.

VanEck Morningstar Wide Moat ETF (ASX: MOAT)

The VanEck Morningstar Wide Moat ETF is designed for investors who want exposure to US companies with sustainable competitive advantages. These are the kind of businesses that can protect profits, widen margins and compound value over long periods. Its holdings change periodically but currently include giants like Adobe (NASDAQ: ADBE), Walt Disney (NYSE: DIS), and Nike (NYSE: NKE).

Vanguard Australian Shares Index ETF (ASX: VAS)

If you want simple, broad exposure to the Australian share market, the Vanguard Australian Shares Index ETF remains the easiest and most cost-effective way to get it. This fund tracks the largest companies on the ASX, including Commonwealth Bank of Australia (ASX: CBA), BHP Group Ltd (ASX: BHP), and CSL Ltd (ASX: CSL). It could work well as a core portfolio holding for those wanting long-term stability, broad diversification and franked dividend exposure.

Vanguard Australian Shares High Yield ETF (ASX: VHY)

For investors who value income more than growth, the Vanguard Australian Shares High Yield ETF could be worth a shout. It focuses on Australian shares with higher-than-average dividend yields, providing a steady stream of franked distributions. With holdings like Westpac Banking Corp (ASX: WBC), Fortescue Ltd (ASX: FMG) and Wesfarmers Ltd (ASX: WES), the Vanguard Australian Shares High Yield ETF gives investors a simple way to boost the cash-generating side of their portfolio heading into the new year.

The post 5 ASX ETFs to buy with $10,000 in December appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL, Nike, VanEck Morningstar Wide Moat ETF, and Walt Disney. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Adobe, BetaShares Global Cybersecurity ETF, CSL, CrowdStrike, Fortinet, Nike, Walt Disney, and Wesfarmers. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended HDFC Bank and Palo Alto Networks and has recommended the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool Australia has recommended Adobe, BHP Group, CSL, CrowdStrike, Nike, VanEck Morningstar Wide Moat ETF, Vanguard Australian Shares High Yield ETF, Walt Disney, and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The All Ordinaries Index (ASX: XAO) has gained 16.96% since its April lows, but this ASX All Ords stock has raced ahead of those gains.

The fast-rising company in question is Peter Warren Automotive Holdings Limited (ASX: PWR).

Shares in the automotive dealership group closed flat on Monday, trading for $1.875 apiece.

Investors who bought the ASX All Ords stock for $1.27 a share at market close on 9 April will be sitting on gains of 47.6% today.

Taking a step back, Peter Warren shares are up 7.76% over 12 months. The stock also trades on a fully franked 3% trailing dividend yield.

Looking ahead, Matthew Nicholas, deputy portfolio manager of 1851 Capital’s emerging companies fund, believes the company is well-placed to outperform in the year ahead (courtesy of The Australian Financial Review).

Here’s why.

ASX All Ords stock in the sweet spot

“Car dealers have been great to invest in over the past 12 months,” Nicholas said.

He pointed to Eagers Automotive Ltd (ASX: APE), whose share price has rocketed 159.66% since this time last year. Eagers Automotive shares also trade on a 2.5% fully franked trailing dividend yield.

But following on that stellar run, Nicholas expressed concerns over Eagers’ elevated price-to-earnings (P/E) ratio, unlike ASX All Ords stock Peter Warren.

According to Nicholas:

AP Eagers has been the poster child, with the stock more than doubling yet is now trading on a lofty 25 times PE and confirming its status as the most expensive car dealer in the globe. On the flipside, Peter Warren Auto has been somewhat stranded and trades at 13 times.

Commenting on why he’s bullish on Peter Warren Auto, he noted:

Since listing in 2021, Peter Warren has faced a series of headwinds as the economy slowed as the central bank hiked interest rates. With a customer base firmly entrenched in the “mortgage belt”, those headwinds are now tailwinds which is why the company is a later-cycle beneficiary than the rest of the listed dealers.

Then there’s the rapid growth of Chinese EVs.

“Furthermore, it’s beefing up its presence in the Chinese electronic vehicle brands, which will continue to take market share,” Nicholas concluded.

What’s ahead for Peter Warren shares?

When the ASX All Ords stock released its FY 2025 results on 21 August, management noted, “Our business foundations include $229 million in owned property, low net debt of $46.7 million and a great team of professionals with deep automotive experience.”

Looking to the year ahead, management said:

In FY26 we will execute our strategy, focusing on innovation as a key enabler of our long-term competitiveness, living our customer-centric culture, driving best in class operational performance, while continuing to pursue opportunistic acquisitions.

The new car market is expected to remain highly competitive with new brands competing for market share. However, we expect to grow higher margin service lines in parts, service, finance, insurance and aftermarket. As we continue to manage our costs and inventory, we expect to grow our earnings in FY26.

The post Up 48% since April, why this rebounding ASX All Ords stock could keep racing higher in 2026 appeared first on The Motley Fool Australia.

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

On Monday, the S&P/ASX 200 Index (ASX: XJO) roared back to life and recorded a strong gain. The benchmark index rose 1.3% to 8,525.1 points.

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

ASX 200 expected to rise again

The Australian share market looks set to rise on Tuesday following a strong start to the week on Wall Street. According to the latest SPI futures, the ASX 200 is poised to open the day 27 points or 0.3% higher. In late trade in the United States, the Dow Jones is up 0.5%, the S&P 500 is 1.5% higher, and the Nasdaq has jumped 2.6%.

Web Travel half year results

Web Travel Group Ltd (ASX: WEB) shares will be on watch today when the travel technology company releases its half year results. The WebBeds owner is guiding to first half bookings of 5.07 million, total transaction value (TTV) of $3.17 billion, and a TTV margin of 6.2% to 6.4%. Management has also previously revealed that it is targeting record EBITDA for the full year.

Oil prices rise

It could be a good session for ASX 200 energy shares including Karoon Energy Ltd (ASX: KAR) and Santos Ltd (ASX: STO) after oil prices rose overnight. According to Bloomberg, the WTI crude oil price is up 1.4% to US$58.87 a barrel and the Brent crude oil price is up 1.3% to US$63.39 a barrel. Rate cut optimism appears to have given prices a boost.

Hold Lovisa shares

Lovisa Holdings Ltd (ASX: LOV) shares are a fairly valued according to analysts at Bell Potter. This morning, the broker retained its hold rating on the fashion jewellery retailer’s shares with a reduced price target of $33.50. It said: “Along with our earnings revisions, we reduce our target P/E multiple to ~32x (prev. 38x) on FY27e to reflect the de-rating in LOV/broader peer group and our relative expectations for growth within our coverage. We highly rate LOV’s strong gross margin outlook, long term store opportunity upside, further prospects arising from changes in the competitive dynamics in US/UK/South Africa, together with strong execution and leadership.”

Gold price climbs

ASX 200 gold shares including Evolution Mining Ltd (ASX: EVN) and Ramelius Resources Ltd (ASX: RMS) could have a strong session on Tuesday after the gold price pushed higher overnight. According to CNBC, the gold futures price is up 0.9% to US$4,115.6 an ounce. Traders were buying gold after the US dollar weakened on increased Fed rate cut bets.

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

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• 5 things to watch on the ASX 200 on Monday

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