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.
The share prices of Commonwealth Bank of Australia (ASX:CBA), National Australia Bank Ltd (ASX:NAB), Australia and New Zealand Banking Group (ASX:ANZ) and Westpac Banking Group (ASX:WBC) could face more Royal Commission pain.
The Smartgroup Corporation Ltd (ASX:SIQ) share price rose in reaction to the company’s 2019 half year result.
The Jumbo Interactive Ltd (ASX:JIN) share price dropped 15.4% despite unveiling large profit growth in FY19 today.
The oOh!Media Ltd (ASX:OML) share price was crushed 27.5% today after a painful earnings downgrade.
Australia’s share market, or the All Ordinaries Index (INDEXASX:XAO)(ASX:XAO), is currently down 0.13% at lunch.
The Baby Bunting Group Ltd (ASX:BBN) share price is up 11% in response to its FY19 result.
The Star Entertainment Group Ltd (ASX:SGR) share price is up almost 8% after the casino business reported its FY19 result.
Telstra Corporation Ltd (ASX:TLS) just unlocked $1 billion of value for shareholders.
Cochlear Limited (ASX:COH) has released its FY19 report, is it time to buy shares?
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