Do you own Commonwealth Bank of Australia (ASX: CBA), BHP Group Ltd (ASX: BHP), or CSL Ltd (ASX: CSL) shares?
These S&P/ASX 200 Index (ASX: XJO) stalwarts are the biggest companies on the market and have delivered mixed results recently.
What should you do with these ASX 200 giants now?
Here's what some of the experts think.
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What to do now with CBA shares
The CBA share price closed at $178.13 yesterday, down 0.53%. The ASX 200's biggest stock has risen 40% over the past 12 months.
CBA shares have been rocketing up the charts since November 2023. However, the tide may have turned.
On The Bull this week, Michael Gable from Fairmont Equities has a hold rating on CBA shares.
Gable says:
We turned bullish on CBA in early 2024 as it broke above a major resistance level and started to rally.
We remained bullish until recently when the share price chart finally showed signs of weakness.
This also coincides with long held investor concerns around CBA's valuation.
While we didn't sell CBA on valuation grounds and rode it higher in the past 18 months, a topping signal on the chart is a sign to finally exit this position, in our view.
What about BHP shares?
The BHP share price closed at $39.87, down 0.08% on Thursday and down 3% over the past 12 months.
Jonathan Tacadena from MPC Markets has a hold rating on the ASX 200's biggest mining stock.
Tacadena said:
Commodity prices are on the rise, and BHP is taking full advantage.
The global miner recently posted record iron ore and copper production for 2025.
That's good news for profits and even better news for dividends, which are expected to remain attractive to investors.
BHP's size, mix of assets and focus on efficiency leave the company as a solid hold to ride out market volatility.
BHP is appealing to investors chasing steady income and long term growth.
Read more about BHP's growing exposure to copper here.
What's the best move for CSL shares?
The CSL share price closed at $265.53 on Thursday, down 1.51%. The ASX 200 healthcare giant has lost 13% over the past 12 months.
Michael Gable from Fairmont Equities has a hold rating on CSL shares.
He notes that CSL shares have recently risen from $234.34 on 27 June to $265.53 yesterday.
Gable said:
This global biotechnology giant provides medicines to patients in more than 100 countries.
The company makes vaccines to prevent influenza. Its medicines treat haemophilia and immune deficiencies, and it offers therapies in iron deficiency and nephrology.
The share price is starting to recover from its lows in response to mixed first half results in fiscal year 2025 and uncertainty surrounding US tariffs.
We view CSL as a solid hold for capital growth and income.
