Skip to content Skip to sidebar Skip to footer

Newsletter

Marc Kennis

Marc is the co-founder of Stocks Down Under and has 25+ 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,

170 articles published

Large Caps Uncategorized

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 the buy treatment from Stuart Roberts at Stocks Down Under. Stuart doesn't pull any punches on his opinion of four oversold stocks, where he "likes 'em all". Not only a big fan of Kerry Stokes, strong…

ByMarc KennisSeptember 17, 20210Comments

CleanTech Energy Stocks Renewable Energy Stocks Uncategorized

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 emissions. The goal of the movement is to limit global warming and reduce emissions to pre-20th century industrial levels. Leading this charge are the EU nations. These countries, among others, are working to reduce emissions…

ByMarc KennisSeptember 16, 20210Comments

Technology Uncategorized

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 has been analysing the sector since the 1990's and says while cycles come and go, this current shortage is a theme worth taking advantage of. He says Weebit Nano's (WBT) recent breakthrough and Brainchip's (BRN) commercial…

ByMarc KennisSeptember 14, 20210Comments

Resources Uncategorized

Why are rare earth stocks worth a look at? Because rare earths are the vitamins of the 21st century

Rare Earth Stocks are in focus with Western countries wanting to lower their dependence on China when it comes to rare earths supply. China dominates the rare earths space If you want to read a non-fiction book that is scarier than Stephen King’s work, check out The Rare Metals War: The Dark Side of Clean Energy and Digital…

ByMarc KennisSeptember 1, 20210Comments

Technology Uncategorized

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, with AfterPay (ASX: APT) dropping about 14% and Zip Co (ASX: Z1P) dropping around 16%. The key reason for the broad sell-off was tech giant Apple (NASDAQ: AAPL) announcing that it will be introducing its…

ByMarc KennisJuly 18, 20210Comments

Property Uncategorized

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 rates are still far from their pre-COVID-19 average of approximately 90%. Melbourne’s CDB occupancy rate is at 35%, Sydney’s at 50%, Brisbane’s at 63%, Canberra’s at 65% and Perth’s occupancy rate is at 71%. Despite Australia’s…

ByMarc KennisJune 21, 20210Comments

Technology Uncategorized

How to play the Cyber Insecurity trend

How to play the Cyber Insecurity trend Cyber-attacks these days are as common as lockdowns in Victoria. Despite warnings, many people don’t believe they need to protect their computers, saying “who would want to target me.” Well, a lot of people actually. We are here to burst your bubble. For example, the hijacking of a person’s…

ByMarc KennisJune 5, 20210Comments

4 recruitment companies set to benefit from closed borders

Market news Uncategorized

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 to the AFR article on 6 April 2021, the number of jobs advertised in Australia has hit a 12-year high, 23% higher than before COVID-19. This follows closely with the Australian Bureau of Statistics, who recorded job…

ByMarc KennisJune 1, 20210Comments

CleanTech Uncategorized

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 the year of sustainable investing as its economic and social thesis became centre stage. To give one major example, 2020 was the year the International Energy Agency found that solar power can now generate electricity at…

ByMarc KennisMay 21, 20210Comments

CleanTech Uncategorized

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 Biden took over former president Trump’s duties, responsibility and power of the office. One of the new President’s first acts was to re-enter the Paris climate accord as a symbolic gesture of how important climate change is to…

ByMarc KennisFebruary 10, 20210Comments

the Kick-ass Multipurpose WordPress Theme

Marc Kennis

Seven Group’s footprint is oversold

ASX Green Energy stocks … Power up your portfolio!

Your guide to investable Australian semiconductor stocks

Why are rare earth stocks worth a look at? Because rare earths are the vitamins of the 21st century

Reports of AfterPay’s demise have been grossly exaggerated

REIT my lips…bumpy ride ahead!

How to play the Cyber Insecurity trend

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

Beyond the fad…CleanTech investing is mainstream

3 ASX-listed Clean Energy stocks for 2021

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Marc Kennis

Add Your Heading Text Here