Following a tumultuous start to the trading year, and with another earnings season about to kick off, we asked our Foolish contributors to compile a list of some of the ASX shares experts are loving in February. Here is what the team came up with.
Tristan Harrison: Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)
Soul Pattinson is a large investment conglomerate that has been listed on the ASX for more than 100 years. The Soul Pattinson share price has fallen by around 11% since the start of this year, boosting the company's prospective dividend yield.
Soul Patts owns a diverse portfolio of defensive and largely uncorrelated assets including holdings of ASX shares TPG Telecom Ltd (ASX: TPG) and Brickworks Limited (ASX: BKW). Other assets span resources, agriculture, financial services, swimming schools and more.
With a market capitalisation of almost $10 billion, Soul Pattinson has plans to make more long-term investments to continue improving its portfolio. It's looking at areas such as education, global shares, financial services, agriculture, the energy transition, and health and ageing.
The Soul Patts share price closed Monday's session 1.04% higher at $27.31.
Motley Fool contributor Tristan Harrison owns shares of Washington H. Soul Pattinson and Co. Ltd.
Brooke Cooper: Adore Beauty Group Ltd (ASX: ABY)
Adore Beauty is a pure-play beauty retailer stocking more than 260 brands on its online-only store.
In October, the company released an update for the first quarter of financial year 2022, stating its active customer count had grown to 874,000. Meanwhile, returning customers had increased 63% compared with the prior consecutive quarter.
Things haven't been all smooth sailing for investors in the online retailer, however. The Adore Beauty share price has slipped by around 20% since the final close of 2021, ending Monday's session at $3.10.
So, do these recent falls represent a buying opportunity? Some experts believe so, with brokers Morgans and UBS each having a buy rating and $6 price target on the stock.
Motley Fool contributor Brooke Cooper does not own shares of Adore Beauty Group Ltd.
Sebastian Bowen: BetaShares Nasdaq 100 ETF (ASX: NDQ)
This exchange-traded fund (ETF) has been in the wars over recent weeks, falling by around 9% since the start of the year. But this is exactly why it might be worth a look in February.
The Nasdaq (the index tracked by NDQ) has not been known to give investors too many pullbacks in recent years, yet here we are. NDQ houses most of the dominant US tech shares. In it, you'll find everything from Apple and Amazon to Netflix and NVIDIA.
As such, this ETF offers an easy way to gain investment exposure to some of the biggest and most dominant companies in the world.
Motley Fool contributor Sebastian Bowen does not own shares of BetaShares Nasdaq 100 ETF.
Bernd Struben: Janison Education Group Ltd (ASX: JAN)
Janison Education provides technology-based education platforms for students and professionals around the world. The business comprises two primary segments – assessment and learning.
With its roots in Australia, some of Janison's online assessments include the NAPLAN and ICAS tests. The company also generates some 20% of its sales outside of Australia, with a presence in around 120 countries.
The COVID-19 pandemic has served to accelerate the global transition to digital learning and assessment. Despite an easing of lockdown restrictions, this trend could see the changeover from paper-based exams to online platforms continue.
The Janison Education share price is up by more than 100% over the past 12 months, having hit a record closing high of $1.44 on 22 November. Janison shares closed Monday's session at $1.255.
Motley Fool contributor Bernd Struben does not own shares of Janison Education Group Ltd.
Aaron Teboneras: Nearmap Ltd (ASX: NEA)
After losing almost 14% of their value so far in 2022, Nearmap shares could be on the radar for investors this month.
The aerial imagery specialist provided a sneak peek of its performance for the FY22 period in mid-December. Management highlighted that annualised contract value (ACV) in North America is expected to exceed that of the company's Australia and New Zealand business for the first time.
In the same update, Nearmap also revealed a guidance range of $150 million to $160 million on a constant currency basis. This represents a potential increase of between 17% and 25% compared with the prior year.
Nearmap is scheduled to report its FY22 first-half results on 16 February. The Nearmap share price closed Monday's session more than 7% higher at $1.34 following a stellar day for ASX tech shares.
Motley Fool contributor Aaron Teboneras owns shares of Nearmap Ltd.
James Mickleboro: Breville Group Ltd (ASX: BRG)
Breville could be a top option for investors in February. It is the leading appliance manufacturer behind a number of popular brands including Kambrook, Sage and the eponymous Breville brand.
Breville's products are sold in more than 50 countries across the world, with markets being added each year. This global expansion, together with favourable consumer trends and the company's ongoing investment in research and development, has many analysts tipping Breville will grow strongly over the next decade.
One of those is Morgan Stanley. This week, the broker put an overweight rating and $36.00 price target on Breville shares. This represents possible upside of around 26% based on the Breville share price of $28.50 at the close of trade on Monday.
Motley Fool contributor James Mickleboro does not own shares of Breville Group Ltd.
