Marc Kennis

Marc is the co-founder of Stocks Down Under and has 20+ years experience analyzing companies in a range of sectors, including Food & Beverage, Industrials, Technology, Medical Equipment, Telecom and Media. Prior to moving to Australia in 2014, he worked for a number of brokers and banks in The Netherlands, including ING and Rabobank. In 2018, Marc co-founded Pitt Street Research, Australia's preeminent issuer-sponsored equities research firm.

stocks to buy

3 stocks to buy when Central Banks are in inflation fighting mode

What stocks to buy when central banks are killing the market vibe? Time was when the de facto European monetary…

Lake Resources

Why Lake Resources will likely see more downside in 2022

When we last wrote about Lake Resources (ASX:LKE) in Stocks Down Under back in April 2021 and gave it 4…

Solar Energy Stocks

The best Solar Energy Stocks on ASX in 2022

What are the best Solar Energy Stocks to invest in in 2022 Australia is at the forefront of renewable energy…

Fallen Angels

4 Fallen Angels on ASX

Fallen Angels on ASX Fridays are a time for repositioning and rethinking portfolios – and Stuart Roberts from Stocks Down…

Vanadium

What do Vanadium and City Chic (ASX:CCX) have in common?

Stuart Roberts likes them both! It’s Friday and Stuart Roberts from Stocks Down Under never fails to unearth a fresh…

ASX chip stocks

Why ASX chip stocks have been on fire lately

ASX chip stocks are finally taking off big time! Anyone following the ASX-listed Tech sector will know that technology stocks…

A2 Milk

A2 Milk (ASX:A2M): New Formula For Success

Got milk? Why we are getting bullish on A2 Milk   The dogs of the ASX in 2021 had several…

DGL Group

Shortage of AdBlue? Go long DGL Group (ASX:DGL)

DGL Group: AdBlue shortage  creates a speculative opportunity on ASX In early December, it emerged that a global shortage in…

ASX Utilities

2 Opportunities in the ASX Utilities Sector

The ASX Utilities sector is coming back in fashion   The following image is the weekly chart for the ASX200…

Brainchip

BrainChip (ASX:BRN): Welcome to the revolution!

BrainChip: Welcome to the revolution Imagine a computer chip that can genuinely learn all by itself in a way that…

ASX Semiconductor stocks

Interested in ASX semiconductor stocks? Here’s how to play the semiconductor cycle through the ASX

Interested in ASX semiconductor stocks?   Nearly every digital electronic device today is powered by semiconductors, which contain silicon and…

Bitcoin vs Gold

Bitcoin vs Gold

  Bitcoin vs Gold: what is the better inflation hedge? In case you hadn’t heard, Australian investors have become excited…

TSMC

TSMC: Why China wants to own Taiwan … it’s all about computer chips

TSMC: Taiwan Semiconductor Manucturing Company In the 18 December 2020 episode of our online show Friday Beers with Marc &…

Stuart on Ausbiz

We know it’s not very woke, but we still like oil and gas

Stuart Roberts from Stocks Down Under says he isn’t popular at cocktail parties, being a fan of oil. He sees…

Seven Group

Seven Group’s footprint is oversold

Seven Group (ASX:SVW) It started as a conversation about one ASX conglomerate – it ended with four oversold stocks getting…

Hydrogen

ASX Green Energy stocks … Power up your portfolio!

ASX Green Energy Stocks Climate change has finally caught hold across the globe, leading to a worldwide movement to reduce carbon…

ASX Semiconductor stocks

Your guide to investable Australian semiconductor stocks

Ignore the opportunities in the ASX-listed semiconductor space “at your peril,” according to Marc Kennis from Stocks Down Under. Marc…

Rare earths stocks

Rare earths are the vitamins of the 21st century

Rare Earths Stocks are in focus with Western countries wanting to lower their dependence on China when it comes to…

AfterPay

Reports of AfterPay’s demise have been grossly exaggerated

Apple is a scary entrant Some of the ASX-listed Buy Now Pay Later (BNPL) stocks took a beating last week,…

Bumpy ride ahead for REITs

REIT my lips…bumpy ride ahead!

A bumpy ride for office REIT’s According to the Property Council of Australia, as of 30 March 2021 office occupancy…

Cyber Security

How to play the Cyber Insecurity trend

5 June 2021 How to play the Cyber Insecurity trend Cyber-attacks these days are as common as lockdowns in Victoria.…

4 recruitment companies set to benefit from closed borders

4 ASX-listed recruitment companies that are benefitting from the closed borders!

1 June 2021 Where are all the workers? Enter the recruitment companies Australia has a massive shortage of workers. According…

CleanTech is mainstream

Beyond the fad…CleanTech investing is mainstream

Environmental investing is a trend that is here to stay As many in the investing community know, 2020 was truly…

Clean Energy

3 ASX-listed Clean Energy stocks for 2021

10 February 2021   The new boss in the US has a clear-cut agenda On 20 January 2021, US president…

Defense spending

2021: The year of living dangerously

19 January 2021   The year 2020 saw the world not only smashed in the face by COVID-19, but we…

Beware the vaccination hype

Travel stocks: Beware the vaccination hype

11 January 2021   The difficulty of getting people the jab Two of the world’s harder hit developed countries, the…

Investment books

The Top-5 books on investing you should read to boost your returns in 2021

1 January 2021   Some months ago the team at Stocks Down Under were looking for a Staff Writer for…

Crashed Tesla

Hey Siri, bring the car around

31 December 2020   At the end of December 2020, Tesla’s (NASDAQ: TSLA) market capitalisation was around US$620bn, the equivalent…

Genghis Khan

Great opportunities for ASX-listed companies in Mongolia

30 December 2020   Back in August 2019 the people behind Stocks Down Under – Marc Kennis and Stuart Roberts…

Friday Beers with Marc & Stuart

Friday Beers with Marc & Stuart – The good, the better and the best from 2020

Thursday 24 December 2020   Probably the highlight of the great work we do here at Stocks Down Under is…

Penguins of Stocks Down Under

We like to move it, move it….in Madagascar!

Wednesday, 23 December 2020   Say the name ‘Madagascar’ to most Australians and they’ll likely think of only three things:…

Contrarian investing

How to be a good contrarian investor

Tuesday 22 December 2020   Yesterday we looked at the recent track record of the team at Stocks Down Under…

Conan the Contrarian

When Conan the Contrarian speaks, people listen

Monday 21 December 2020   If you’ve been around the investment scene for a while you would have heard the…

Coal ship

Coal – ASX’s bargain basement

Friday 18 December 2020   If there’s an area of the market that was definitely for the contrarians in the…

Directors buying

Directors’ share trades – a great indicator for the rest of us

Thursday 17 December 2020   Listed companies these days are complicated things. The technology, the products, the markets and even…

Women are better investors than men

Men are from BHP, Women are from Afterpay

16 December 2020   There’s an interesting story near the end of Rocket Boys, Homer Hickam’s 1998 memoir of his…

Brazilian opportunities for ASX-listed companies

Brazilian opportunities for ASX-listed companies

15 December 2020   If there’s a country worth paying attention to right now for investors in ASX-listed resources companies,…

Despite Facebook’s troubles, the Technology sector is still your best bet for high growth

14 December 2020   It was the announcement that no-one saw coming. On Wednesday 9 December America’s Federal Trade Commission…

Why Australians are still drinking beer…and how to profit from it

9 December 2020   Don’t miss Friday Beers with Marc & Stuart Every second Friday afternoon the founders of Stocks…

Linius Technologies: The video Whizzards

8 December 2020 Linius Technologies (ASX:LNU) has been listed on ASX since May 2016 and the share price has seen…

Can nickel party like it's 1969?

Can these ASX nickel stocks party like it’s 1969?

8 December 2020 It’s been a good year for nickel, Element 28 on the periodic table. Last Friday the commodity…

Diamonds are an investor's best friend

Why diamonds are becoming investors’ best friends…again

4 December 2020 On 3 December 2020 in Resources Stocks Down Under we discussed a relatively new company on ASX…

Kogan has been killing it

Cyber Monday is the new Black Friday

3 December 2020 Every last Friday of November, right after Thanksgiving in the United States, shoppers around the world go…

Our top 5 emerging iron ore plays

2 December 2020 One of the more remarkable things to have happened in the commodities world in recent days has…

Copper – the world needs more of it

30 November 2020 Times have been good the last eight months or so if you’re a copper producer. Back in…

Oil is making a comeback

27 November 2020 Not long ago we joked that Hollywood movie producers wanted to do a remake of the 1987…

Weebit Nano: Firing on all cylinders

27 November 2020 Stocks Down Under subscribers will know that we have a soft spot for ASX-listed semiconductor companies. Many…

Pfizer delivers the goods on a COVID-19 vaccine

Pfizer delivers the goods on a COVID-19 vaccine

10 November 2020 One of the reasons investors can be optimistic about 2021 is the speed with which the first…

Bank of Queensland: On the road to recovery

27 October 2020 Since our four-star rating back in March, a lot has gone right for the Bank of Queensland…

AfterPay’s brave new world

25 October 2020 Last week, AfterPay’s (ASX: APT) share reached our price target as it shot through the $100 barrier.…

The New Zealand one-way bubble, a symbolic victory for Qantas that changes nothing

17 October 2020 On 16 October 2020, around 350 passengers across three commercial flights from New Zealand touched down in…

President Jinping, BHP, Aurizon and the transformation of the world energy market.

12 October 2020 On Tuesday, 22 September 2020, President Xi Jinping of China made a significant, and slightly surprising announcement…

Investing during the Corona crisis

24 March 2020 We don’t have to tell you that for most people right now the world seems to be…

Market trouble spots to avoid in 2020

15 January 2020 Everyone likes a good bull market, and in Australia you could say that for over a decade…