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Which ASX retail stocks are at risk of having a poor Christmas in 2022?

The best time of the year for ASX retail stocks is typically Christmas, due to the higher level of shoppers. But in recent years, Christmas has lessened in importance due to Black Friday. And as City Chic (ASX:CCX) showed earlier this week, there is the risk that consumers might cut back their spending this year amidst…

ByNick SundichDecember 21, 2022

Block (ASX: SQ2) results disappoint, but FY23 is looking better

Block (ASX: SQ2) shares in Australia and on Wall Street fell on Friday after the company’s 2Q22 results. Shares had rebounded from 12-month lows reached in June in conjunction with the Tech selloff, but had begun to rebound in recent weeks as investor sentiment started to improve. What are the Best ASX Stocks to…

ByNick SundichAugust 5, 2022

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 policy was essentially set by the German Central bank, the Bundesbank (BuBa). If German inflation expectations were getting too high in the eyes of the BuBa, it would just increase interest rates with little to…

ByMarc KennisJune 24, 2022

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 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, 2021

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 arguably came the closest to World War III since the Cuban Missile Crisis. The truth is 2020 saw the Doomsday Clock move to 100 seconds to midnight, the closest it has ever been since its founding in…

ByMarc KennisJanuary 19, 2021

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 United States and the United Kingdom, also had some of the world’s more ambitions vaccine timetables. While the United States has deployed multiple vaccines currently being disseminated across the country, the government’s timetable is already proving to have…

ByMarc KennisJanuary 11, 2021

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 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…

ByMarc KennisDecember 24, 2020

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 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…

ByMarc KennisDecember 21, 2020

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 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…

ByMarc KennisDecember 9, 2020