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.
Rio Tinto Ltd (ASX:RIO) shares are currently my favourite pick compared to Fortescue Ltd (ASX:FMG) and BHP Group Ltd (ASX:BHP) shares.
The Australian Foundation Investment Co Ltd (ASX:AFI) (AFIC) share price looks like a buy, in my opinion. It looks excellent value to me.
The Transurban Group (ASX:TCL) share price is down more than 1% after giving its September 2024 quarterly update.
The Audinate Group Ltd (ASX:AD8) share price is under pressure after giving a trading update for the first quarter of FY25.
The Mineral Resources Ltd (ASX:MIN) share price is down more than 11% as the market reacts to news reported over the weekend.
The BHP Group Ltd (ASX:BHP) share price is under the spotlight after giving a Samarco update related to the Brazil settlement negotiations.
The Flight Centre Travel Group Ltd (ASX:FLT) share price dropped 20% after providing an update regarding FY25.
The BHP Group Ltd (ASX:BHP) share price is under the spotlight after reporting its FY25 first quarter operational update.
The Bank of Queensland Ltd (ASX:BOQ) share price jumped 6% after the bank reported its FY24 result and gave its FY25 outlook.
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