Rudi’s View: Best Buys & Favourites For 2026

Rudi's View | 11:00 AM

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.

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))