Rudi’s View: Best Buys & Favourites For 2026

Array
(
    [0] => Array
        (
            [0] => ((LAR))
            [1] => ((SLI))
            [2] => ((BRG))
            [3] => ((NCK))
            [4] => ((SLC))
            [5] => ((UNI))
            [6] => ((LOV))
            [7] => ((TPW))
            [8] => ((BBN))
            [9] => ((PMV))
            [10] => ((ABB))
            [11] => ((SUL))
            [12] => ((ABB))
            [13] => ((BLX))
            [14] => ((BRE))
            [15] => ((CCL))
            [16] => ((EOL))
            [17] => ((LAU))
            [18] => ((QOR))
            [19] => ((RMS))
            [20] => ((REG))
            [21] => ((SHA))
            [22] => ((SDR))
            [23] => ((ZIP))
            [24] => ((AMP))
            [25] => ((ANZ))
            [26] => ((ALL))
            [27] => ((BHP))
            [28] => ((BSL))
            [29] => ((COL))
            [30] => ((CBA))
            [31] => ((CSL))
            [32] => ((DMP))
            [33] => ((GDG))
            [34] => ((GLF))
            [35] => ((GMG))
            [36] => ((ILU))
            [37] => ((JHX))
            [38] => ((MQG))
            [39] => ((NAB))
            [40] => ((NEM))
            [41] => ((ORI))
            [42] => ((PLS))
            [43] => ((QUB))
            [44] => ((REA))
            [45] => ((RMD))
            [46] => ((RIO))
            [47] => ((STO))
            [48] => ((SCG))
            [49] => ((SEK))
            [50] => ((SIG))
            [51] => ((S32))
            [52] => ((SGP))
            [53] => ((SUN))
            [54] => ((TLS))
            [55] => ((TLC))
            [56] => ((TCL))
            [57] => ((TUA))
            [58] => ((WES))
            [59] => ((WBC))
            [60] => ((WDS))
            [61] => ((XRO))
            [62] => ((AL3))
            [63] => ((AR1))
            [64] => ((BMN))
            [65] => ((CWP))
            [66] => ((HZR))
            [67] => ((MMI))
            [68] => ((PEN))
            [69] => ((SLX))
            [70] => ((VGL))
            [71] => ((ANZ))
            [72] => ((APA))
            [73] => ((AZJ))
            [74] => ((ASX))
            [75] => ((CBA))
            [76] => ((ING))
            [77] => ((REH))
            [78] => ((BSL))
            [79] => ((GMD))
            [80] => ((LYC))
            [81] => ((MIN))
            [82] => ((NEM))
            [83] => ((ORI))
            [84] => ((ORG))
            [85] => ((RIO))
            [86] => ((AUB))
            [87] => ((GMG))
            [88] => ((IAG))
            [89] => ((NHF))
            [90] => ((WBC))
            [91] => ((CAT))
            [92] => ((COH))
            [93] => ((COL))
            [94] => ((MTS))
            [95] => ((NXT))
            [96] => ((REA))
            [97] => ((RMD))
            [98] => ((SGH))
            [99] => ((SIG))
            [100] => ((TLS))
            [101] => ((VGN))
            [102] => ((WTC))
            [103] => ((TNE))
            [104] => ((XRO))
        )

    [1] => Array
        (
            [0] => LAR
            [1] => SLI
            [2] => BRG
            [3] => NCK
            [4] => SLC
            [5] => UNI
            [6] => LOV
            [7] => TPW
            [8] => BBN
            [9] => PMV
            [10] => ABB
            [11] => SUL
            [12] => ABB
            [13] => BLX
            [14] => BRE
            [15] => CCL
            [16] => EOL
            [17] => LAU
            [18] => QOR
            [19] => RMS
            [20] => REG
            [21] => SHA
            [22] => SDR
            [23] => ZIP
            [24] => AMP
            [25] => ANZ
            [26] => ALL
            [27] => BHP
            [28] => BSL
            [29] => COL
            [30] => CBA
            [31] => CSL
            [32] => DMP
            [33] => GDG
            [34] => GLF
            [35] => GMG
            [36] => ILU
            [37] => JHX
            [38] => MQG
            [39] => NAB
            [40] => NEM
            [41] => ORI
            [42] => PLS
            [43] => QUB
            [44] => REA
            [45] => RMD
            [46] => RIO
            [47] => STO
            [48] => SCG
            [49] => SEK
            [50] => SIG
            [51] => S32
            [52] => SGP
            [53] => SUN
            [54] => TLS
            [55] => TLC
            [56] => TCL
            [57] => TUA
            [58] => WES
            [59] => WBC
            [60] => WDS
            [61] => XRO
            [62] => AL3
            [63] => AR1
            [64] => BMN
            [65] => CWP
            [66] => HZR
            [67] => MMI
            [68] => PEN
            [69] => SLX
            [70] => VGL
            [71] => ANZ
            [72] => APA
            [73] => AZJ
            [74] => ASX
            [75] => CBA
            [76] => ING
            [77] => REH
            [78] => BSL
            [79] => GMD
            [80] => LYC
            [81] => MIN
            [82] => NEM
            [83] => ORI
            [84] => ORG
            [85] => RIO
            [86] => AUB
            [87] => GMG
            [88] => IAG
            [89] => NHF
            [90] => WBC
            [91] => CAT
            [92] => COH
            [93] => COL
            [94] => MTS
            [95] => NXT
            [96] => REA
            [97] => RMD
            [98] => SGH
            [99] => SIG
            [100] => TLS
            [101] => VGN
            [102] => WTC
            [103] => TNE
            [104] => XRO
        )

)

This story features BREVILLE GROUP LIMITED, and other companies.
For more info SHARE ANALYSIS: BRG
The company is included in ASX200, ASX300 and ALL-ORDS

Line up of Conviction Calls, Best Buys and most favoured sector picks for the year ahead.

By Rudi Filapek-Vandyck, Editor

This is the final update for 2025 (we are now officially on a well-deserved break).

For those subscribers looking to review their stock picks and portfolio allocations for the year ahead, we trust the overview below provides an abundance in inspiration and ideas.

The FNArena service returns (gradually) from January 8 onwards.

Best Wishes to All.

Thank you for all your support and appreciation throughout the year.

It makes our endeavours a lot more enjoyable too.

Best Buys & Conviction Calls

Bell Potter’s Stock Picks For 2026

Analysts at Bell Potter have chosen the following:

Listed Investment Companies

• Mirrabooka Investments ((MIR))
• MFF Capital Investments ((MFF))
• Whitefield Income ((WHI))

Agricultural & FMCG

• Bega Cheese ((BGA))
• Rural Funds Group ((RFF))
• Elders ((ELD))

Technology

• Life360 ((360))
• WiseTech Global ((WTC))
• Car Group ((CAR))

Diversified Financials

• Cuscal ((CCL))
• Generation Development Group ((GDG))
• Regal Partners ((RPL))

Real Estate

• Aspen Group ((APZ))
• Centuria Industrial REIT ((CIP))
• Region Group ((RGN))

Retail

• Universal Store ((UNI))
• Harvey Norman ((HVN))
• Adore Beauty ((ABY))

Healthcare

• Integral Diagnostics ((IDX))
• Telix Pharmaceuticals ((TLX))
• Pro Medicus ((PME))

Utilities & Renewable Energy

• Frontier Energy ((FHE))
• LGI ((LGI))

Mining & Industrial Services

• Develop Global ((DVP))
• IPD Group ((IPG))
• Duratec ((DUR))

Gold

• Evolution Mining ((EVN))
• Minerals 260 ((MI6))
• Ballard Mining ((BM1))
• Ausgold ((AUC))

Base Metals

• Aeris Resources ((AIS))
• Nickel Industries ((NIC))

Strategic Minerals & Processing Technologies

• Alpha HPA ((A4N))
• IperionX ((IPX))
• Titomic ((TTT))

Defence

• Elsight ((ELS))
• Electro Optic Systems ((EOS))

Lithium

• Liontown ((LTR))
• Ioneer ((INR))

Energy

• Paladin Energy ((PDN))

Rare Earths & Niobium

• Viridis Mining & Minerals ((VMM))
• WA1 Resources ((WA1))

Canaccord Genuity’s Lithium Favourites

Best ideas include sector leader Pilbara Minerals ((PLS)), in addition to undervalued producers with operating leverage and/or production ramp ups:

• Elevra Lithium (((ELV))
• Lithium Argentina ((LAR))

and emerging producers and project developers:

• Core Lithium ((CXO))
• Galan Lithium ((GLN))
• Ioneer ((INR))
• Standard Lithium ((SLI))
• PMET Resources ((PMT))

Goldmans’ Convictions

The selection of high conviction calls by analysts at Goldman Sachs remains limited to two inclusions from the ASX:

• Goodman Group ((GMG))
• ResMed ((RMD))

Macquarie’s Small-Cap Consumer Picks

Consumer discretionary sector analysts at Macquarie highlighted their favourite picks this week, while arguing investors should look for quality brands in a sector heavily under pressure.

Macquarie’s order of preference (most preferred first):

• Breville Group ((BRG))
• Nick Scali ((NCK))
• Superloop ((SLC))
• Universal Store Holdings ((UNI))
• Lovisa Holdings ((LOV))
• Temple & Webster ((TPW))
• Baby Bunting ((BBN))
• Premier Investments ((PMV))
• Aussie Broadband ((ABB))
• Super Retail ((SUL))

Ord Minnett’s Conviction Calls

Analysts’ Conviction List at Ord Minnett:

• Aussie Broadband ((ABB))
• Beacon Lighting ((BLX))
• Brazilian Rare Earths ((BRE))
• Cuscal ((CCL))
• Energy One ((EOL))
• Lindsay Australia ((LAU))
• Qoria ((QOR))
• Ramelius Resources ((RMS))
• Regis Healthcare ((REG))
• Shape Australia Corp ((SHA))
• SiteMinder ((SDR))
• Zip Co ((ZIP))

Moelis’ Smaller Gold Stocks

Analysts at Moelis expect investor interest in gold companies to persist, including the smaller end of the spectrum.

Moelis doesn’t officially cover any of the smaller cap options listed on the ASX, but the below highlights some of the options available for investors not afraid to move with the more speculative money flows:

• Astral Resources ((AAR))
• Ausgold Limited ((AUC))
• Antipa Minerals ((AZY))
• Larvotto Resources ((LRV))
• Magnetic Resources ((MAU))
• Meeka Metals ((MEK))
• Rox Resources ((RXL))
• Santana Minerals ((SMI))

Best Ideas From Morgans

Stockbroker Morgans’ selection of Best Buys has been expanded with REA Group ((REA)), TechnologyOne ((TNE)), LGI ((LGI)), GPT Group ((GPT)) and Flight Centre ((FLT)).

Have been removed: Corporate Travel Management ((CTD)) and Collins Foods ((CKF)).

The list of Best Buys now consists of 30 stocks, with the following retaining their inclusion:

• ALS Ltd ((ALQ))
• Amcor ((AMC))
• ARB Corp ((ARB))
• Aristocrat Leisure ((ALL))
• Goodman Group ((GMG))
• Capstone Copper ((CSC))
• CSL ((CSL))
• Dalrymple Bay Infrastructure ((DBI))
• DigiCo Infrastructure REIT ((DGT))
• EBR Systems ((EBR))
• Elders ((ELD))
• Guzman y Gomez ((GYG))
• HomeCo Daily Needs REIT ((HDN))
• Lovisa Holdings ((LOV))
• MA Financial ((MAF))
• Megaport ((MP1))
• Northern Star Resources ((NST))
• Orica ((ORI))
• Pinnacle Investment Management ((PNI))
• PWR Holdings ((PWH))
• Qualitas ((QAL))
• ResMed ((RMD))
• Tyro Payments ((TYR))
• Woodside Energy ((WDS))
• Universal Store Holdings ((UNI))

Morgans’ Consumer Discretionary Picks

Morgans’ key stock picks among consumer discretionary stocks are:

• Lovisa Holdings ((LOV))
• Universal Store Holdings ((UNI))
• Breville Group ((BRG))

Morgans’ Technology Favourites

Morgans’ key favourites in the space are:

• TechnologyOne ((TNE))
• Megaport ((MP1))

Morgans’ Gold Picks

Morgans’ preferred small cap gold sector picks:

• Meeka Metals ((MEK))
• Minerals 260 ((MI6))
• Turaco Gold ((TCG))
• Tesoro Gold ((TSO))
• Torque Metals ((TOR))

Morgan Stanley’s Convictions

Morgan Stanley’s Macro+ Focus List last changed in September, post the August results season:

• Aristocrat Leisure ((ALL))
• AMP Ltd ((AMP))
• ANZ Bank ((ANZ))
• BlueScope Steel ((BSL))
• GemLife Communities ((GLF))
• Goodman Group ((GMG))
• Iluka Resources ((ILU))
• Seek ((SEK))
• The Lottery Corp ((TLC))
• Xero ((XRO))

Morgan Stanley’s Macro+ Model Portfolio

• AMP Ltd ((AMP))
• ANZ Bank ((ANZ))
• Aristocrat Leisure ((ALL))
• BHP Group ((BHP))
• BlueScope Steel ((BSL))
• Coles Group ((COL))
• CommBank ((CBA))
• CSL ((CSL))
• Domino’s Pizza ((DMP))
• Generation Development ((GDG))
• GemLife Communities ((GLF))
• Goodman Group ((GMG))
• Iluka Resources ((ILU))
• James Hardie ((JHX))
• Macquarie Group ((MQG))
• National Australia Bank ((NAB))
• Newmont Corp ((NEM))
• Orica ((ORI))
• Pilbara Minerals ((PLS))
• Qube Holdings ((QUB))
• REA Group ((REA))
• ResMed ((RMD))
• Rio Tinto ((RIO))
• Santos ((STO))
• Scentre Group ((SCG))
• Seek ((SEK))
• Sigma Healthcare ((SIG))
• South32 ((S32))
• Stockland ((SGP))
• Suncorp Group ((SUN))
• Telstra ((TLS))
• The Lottery Corp ((TLC))
• Transurban ((TCL))
• Tuas Ltd ((TUA))
• Wesfarmers ((WES))
• Westpac Bank ((WBC))
• Woodside Energy ((WDS))
• Xero ((XRO))

Morningstar’s Best Ideas

Morningstar’s Best Equity Ideas for Australia & New Zealand comprises of fifteen names:

• Amcor ((AMC))
• ASX Ltd ((ASX))
• Auckland International Airport ((AIA))
• Bapcor ((BAP))
• Dexus ((DXS))
• Domino’s Pizza Enterprises ((DMP))
• Endeavour Group ((EDV))
• IDP Education ((IEL))
• James Hardie ((JHX)).
• Ramsay Health Care ((RHC))
• SiteMinder ((SDR))
• Spark New Zealand ((SPK))
• WiseTech Global ((WTC))
• Woodside Energy ((WDS))

Ord Minnett’s Technology Opportunities

Ord Minnett revisited some of its High-Conviction ideas among ASX-listed Technology stocks.

The result is a firm re-iteration the following companies are supported by structural growth drivers and strong fundamentals:

• Car Group ((CAR))
• Energy One ((EOL))
• Hansen Technologies ((HSN))
• Life360 ((360))
• Qoria ((QOR))
• Xero ((XRO))

RBC Capital’s Consumer Stock Favourites

RBC Capital sector analysts have lined up their favourites among Australia’s retailers and businesses directly linked to household spending.

Stock ideas:

• In Retail: Temple & Webster ((TPW))
• In Travel: Flight Centre ((FLT))
• Among Quick service restaurants: Collins Foods ((CKF))

Shaw and Partners’ Small Cap Champions

This broker’s Top Ten Small Cap Ideas for 2026:

• AMLD3 Ltd ((AL3)) – target $0.40
• Austral Resources Australia ((AR1)) – target $0.20
• Bannerman Energy ((BMN)) – target $4.70
• Cedar Woods Properties ((CWP)) – target $9.35
• Hazer Group ((HZR)) – target $0.70
• Metro Mining ((MMI)) – target $0.15
• Peninsula Energy ((PEN)) – target $1.33
• Silex Systems ((SLX)) – target $11.20
• Vista Group International ((VGL)) – target $4.10

Add it all up and we have nine names. Shaw and Partners is currently restricted on Key Pick number ten and expects to reveal its identity in January.

Shaw’s Gold Picks

Shaw and Partners’ preferred exposures (core holdings) are:

• Ramelius Resources ((RMS))
• Genesis Minerals ((GMD))

Favoured developers for additional leverage:

• Antipa Minerals ((AZY))
• Astral Resources ((AAR))
• Brightstar Resources ((BTR))
• Golden Horse Minerals ((GHM))
• Lunnon Metals ((LM8))
• Magnetic Resources ((MAU))
• Santana Minerals ((SMI))
• Southern Cross Gold Consolidated ((SX2))
• Sunstone Metals ((STM))

UBS’ Most & Least Preferred Stock Picks

The following stocks remain absolutely disliked by UBS strategists (Least Preferred):

• ANZ Bank ((ANZ))
• APA Group ((APA))
• Aurizon Holdings ((AZJ))
• ASX Ltd ((ASX))
• CommBank ((CBA))
• Inghams Group ((ING))
• Reece ((REH))

The selection of Most Preferreds is a lot longer and broader reaching:

Resources

• BlueScope Steel ((BSL))
• Genesis Minerals ((GMD))
• Lynas Rare Earths ((LYC))
• Mineral Resources ((MIN))
• Newmont Corp ((NEM))
• Orica ((ORI))
• Origin Energy ((ORG))
• Rio Tinto ((RIO))

Financials & REITs

• AUB Group ((AUB))
• Goodman Group ((GMG))
• Insurance Australia Group ((IAG))
• nib Holdings ((NHF))
• Westpac ((WBC))

Industrials

• Catapult Sports ((CAT))
• Cochlear ((COH))
• Coles Group ((COL))
• Metcash ((MTS))
• NextDC ((NXT))
• REA Group ((REA))
• ResMed ((RMD))
• SGH Ltd ((SGH))
• Sigma Healthcare ((SIG))
• Telstra ((TLS))
• Virgin Australia ((VGN))
• WiseTech Global ((WTC))

UBS’s Gold Picks

Sector analysts at UBS picked their preferred stocks in the local gold sector:

• Northern Star Resources ((NST))
• Perseus Mining ((PRU))
• Genesis Minerals ((GMD))
• Ramelius Resources ((RMS))
• Regis Resources ((RRL))
• Vault Minerals ((VAU))
• Bellevue Gold ((BGL))

Wilsons’ Technology Picks

 Two of Wilsons’ favourites;

• TechnologyOne ((TNE))
• Xero ((XRO))

Paying subscribers have 24/7 access to my research and curated lists on the All-Weather Stocks section of the website:

https://fnarena.com/index.php/analysis-data/all-weather-stocks/

(Do note that, in line with all my analyses, appearances and presentations, all of the above names and calculations are provided for educational purposes only. Investors should always consult with their licensed investment advisor first, before making any decisions.)  

P.S. I – All paying members at FNArena are being reminded they can set an email alert for my Rudi’s View stories. Go to My Alerts (top bar of the website) and tick the box in front of ‘Rudi’s View’. You will receive an email alert every time a new Rudi’s View story has been published on the website. 

P.S. II – If you are reading this story through a third party distribution channel and you cannot see charts included, we apologise, but technical limitations are to blame.

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