Buy, hold, sell: Argo Investments, Amcor, Bapcor shares

Analysts explain their ratings on these three ASX shares.

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S&P/ASX 200 Index (ASX: XJO) shares are down 0.4% to 8,655.2 points on Tuesday.

Among the 11 market sectors, consumer discretionary shares are in the lead, up 0.3%, while utilities are the laggard, down 1.9%.

Let's find out how the experts rate three stocks across three different sectors today.

Broker looking at the share price on her laptop with green and red points in the background.

Image source: Getty Images

Argo Investments Ltd (ASX: ARG)

The Argo Investments share price is $8.80, down 0.1% today and 3% over the past six months.

Jed Richards from Shaw and Partners has a buy rating on this listed investment company (LIC).

He explained why on The Bull this week:

This listed investment company is trading at a material discount to its underlying asset value, offering an attractive entry point.

It provides broad diversity across leading Australian companies and pays a reliable fully franked dividend yield, which was recently above 4.4 per cent.

Recent results highlight steady income growth and a strong balance sheet. Its conservative style suits investors seeking income and stability.

Buying at a discount enhances long term return potential, while maintaining exposure to high quality Australian equities.

Amcor CDI (ASX: AMC)

The Amcor share price is $54.50, down 0.8% today and 17% over the past six months.

Richards gives Amcor shares a hold rating.

He said: 

This packaging giant continues to face pressure from elevated input costs, particularly linked to higher oil and plastic prices, which have impacted margins. Despite this, the company maintains strong global operations and continues to generate stable cash flow.

A weaker share price provides an attractive dividend yield for income investors.

Recent updates indicate increased costs have been passed through to customers.

Holding is appropriate given its defensive packaging exposure, but upside will likely depend on managing input costs.

Bapcor Ltd (ASX: BAP)

The Bapcor share price is 39 cents, up 1.3% today but down a demoralising 77% over six months.

Mark Elzayed from Investor Pulse has a sell rating on this consumer discretionary share.

Elzayed said: 

Bapcor is an aftermarket automotive parts provider in Australia and New Zealand. It operates the Autobarn, Burson and Autopro brands.

It reported improving sales from turnaround activities between February and April 2026. However, trading conditions had materially deteriorated since late March 2026 in response to the Middle East conflict and an increase in interest rates.

It has reduced fiscal year 2026 earnings guidance on what it provided on February 26, 2026. The company also flagged higher operating costs.

The share price remains under pressure. The stock has fallen from $5.22 on July 14, 2025 to trade at 38 cents on May 21, 2026.

Better options exist elsewhere, in our view.

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Amcor Plc. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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