Big money is not in the buying or selling, but in the waiting.
For my own portfolio, I like to find ASX shares that are growing their dividends. Growth is an essential part of the dividend equation for me. I want to see that the dividend increases are funded by growing earnings and/or growing underlying asset values. I also have a portion of my portfolio invested in an ETF that picks undervalued global businesses with strong competitive advantages.
For Rask Media, I have an interest in covering technology (and tech-related) businesses with a global growth story, as well as cyclical companies that are cheaply priced because they’re at a low point in the cycle, such as retailers and resource businesses which could benefit strongly in the medium-term.
Nufarm Limited (ASX:NUF) has announced an earnings estimate for its FY20 and also revealed impairments. The Nufarm share price is on watch.
Australian house prices continue to fall according to the CoreLogic home value index. Nationally, prices fell by 0.4%.
QBE Insurance Group Ltd (ASX:QBE) shares are down over 4% after the insurer announced the departure of its CEO.
The Afterpay Ltd (ASX:APT) share price has sank 6% this morning due to an announcement by PayPal Holdings Inc (NASDAQ:PYPL).
There are some ASX shares that I’d buy for my portfolio in September 2020. Investors need to think carefully about their portfolio due to COVID-19 and the United States election.
The Temple & Webster Group Ltd (ASX:TPW) share price is going nuts after releasing a trading update. It also released its official FY20 report today.
The Splitit Ltd (ASX:SPT) share price is up 3% after the company reported its FY20 half year result.
The Sezzle Inc (ASX:SZL) share price is down 7% after the company reported its FY20 half year result.
IOOF Holdings Limited (ASX:IFL) has announced its FY20 result, which was a tough one. It’s going to acquire MLC.
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