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Marc Kennis

Marc Kennis is one of the Co-Founders of Stocks Down Under and has been an equities analyst since 1996, predominantly covering Semiconductors, Technology, Consumer Electronics and Medical Equipment. Prior to founding Stocks Down Under, Marc worked for various brokers and banks in the Netherlands, including ING and Rabobank, and co-founded Pitt Street Research in 2016. Marc obtained an MSc in Economics from Tilburg University, Netherlands in 1996 and a postgraduate degree in investment analysis in 2001.

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Gold Stocks Resources Uncategorized

Bitcoin vs Gold

Bitcoin vs Gold: what is the better inflation hedge? In case you hadn’t heard, Australian investors have become excited about the future of Bitcoin and other cryptocurrencies. That’s why, when the BetaShares Crypto Innovators ETF (ASX: CRYP) was launched on Thursday 4 November 2021, demand for shares in this ETF was hot. When you buy this…

ByMarc KennisNovember 7, 20210Comments

Mining Stocks Oil and Gas Stocks Resources Small Caps Stocks Uncategorized

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 oil easily heading back above $100 a barrel as "that huge sucking sound" is the world demanding oil just as supply is hampered. He says gas projects of all stripes are looking attractive right now…

ByMarc KennisSeptember 29, 20210Comments

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