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…
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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…
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…
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…
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…
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…
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…
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…
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…
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…
