Thursday 24 December 2020 Probably the highlight of the great work we do here at Stocks Down Under is the afternoon every second Friday when our founders, Marc Kennis and Stuart Roberts, get together over a beer to discuss life, the markets and the research we’ve done over the previous fortnight. We call our 10-minute show…
Wednesday, 23 December 2020 Say the name ‘Madagascar’ to most Australians and they’ll likely think of only three things: Lemurs, those funny looking baobab trees or that funny 2005 film with the penguins, which spawned a whole computer-animated comedy franchise. However, Madagascar, a large island nation off the south-eastern part of the African continent, capital Antananarivo,…
Tuesday 22 December 2020 Yesterday we looked at the recent track record of the team at Stocks Down Under when it came to some of our contrarian plays. That prompted us to ask if it’s possible to train yourself to become a good contrarian investor. We think it is. Contrarian investing is a strategy which, if practiced…
Monday 21 December 2020 If you’ve been around the investment scene for a while you would have heard the term ‘contrarian’. A contrarian investor is one who likes stocks that everyone else seems to hate. They run ‘contrary’ to the rest of the market. They’re the ones who bought stocks generally on or about 23 March…
Friday 18 December 2020 If there’s an area of the market that was definitely for the contrarians in the middle of 2020, it had to be the coal miners. Not only had coal become politically incorrect, but prices for this commodity were lousy. Coal is still unmentionable in certain influential circles. But prices are no longer…
Thursday 17 December 2020 Listed companies these days are complicated things. The technology, the products, the markets and even the terminology just seems to get more complicated with every passing year. Which means that for many investors, be they professional or lay, it can get harder and harder to stay on top of a company and…
16 December 2020 There’s an interesting story near the end of Rocket Boys, Homer Hickam’s 1998 memoir of his boyhood in 1950s West Virginia doing experimental rocketry. Hickam’s mother tells his father that she is leaving him, moving to another house that she is buying. The father asks where she got the money. The stock market,…
15 December 2020 If there’s a country worth paying attention to right now for investors in ASX-listed resources companies, it has got to be Brazil. This gigantic Latin American country is about 9% bigger than Australia in terms of its land area, and, of course, it is much more populous, with Brazil’s 212 million leaving Australia’s…
14 December 2020 It was the announcement that no-one saw coming. On Wednesday 9 December America’s Federal Trade Commission sued in federal court to break up Facebook, alleging that the company is a monopoly that abuses its market power. The FTC has looked at Facebook with the help of the attorneys general of 46 US states…
9 December 2020 Don’t miss Friday Beers with Marc & StuartEvery second Friday afternoon the founders of Stocks Down Under, Marc Kennis and Stuart Roberts, get together on screen to discuss the Australian equity market. We call our show Friday Beers with Marc & Stuart and you can watch it on the Stocks Down Under website…
