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.
Liontown Resources Ltd (ASX:LTR) shares were in focus today on news that Gina Rinehart’s Hancock Prospecting had bought a substantial stake.
The BHP Group Ltd (ASX:BHP) share price is close to its low for 2023, so this could be an opportunity. Is the ASX mining share a buy?
There’s a lot of uncertainty in the market at the moment. I’d look to quality exchange-traded funds (ETFs) that could deliver returns.
The Telstra Group Ltd (ASX:TLS) share price is under the spotlight on rumours that the telco may try to buy a cybersecurity business.
Audinate Group Ltd (ASX:AD8) shares have gone into a trading halt as the business announced a capital raising.
The Orora Ltd (ASX: ORA) share price has sunk 17% after the packaging business returned to trade after the takeover and capital raising announcements.
The Macquarie Group Ltd (ASX:MQG) share price is headed downwards after the global investment bank announced an update.
The Westpac Banking Corp (ASX:WBC) share price has fallen following news that ASIC is taking the ASX bank share to court.
The Qantas Airways Limited (ASX:QAN) share price is under the spotlight on news that CEO Alan Joyce is bringing forward his retirement.
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