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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

The Top-5 books on investing you should read to boost your returns in 2021

1 January 2021 Some months ago the team at Stocks Down Under were looking for a Staff Writer for our publication. It’s not the easiest of jobs. To be a good writer on ASX-listed companies you’ve got to have a strong general knowledge when it comes to industry and finance, solid research skills and the ability…

ByMarc KennisJanuary 1, 2021

Hey Siri, bring the car around

31 December 2020 At the end of December 2020, Tesla’s (NASDAQ: TSLA) market capitalisation was around US$620bn, the equivalent of Volkswagen, Toyota, Nissan, Hyundai, General Motors, Ford, Honda, Fiat Chrysler and Peugeot combined! The reason for this valuation is simple, investors believe Tesla will not just dominate the future of both the electric car market and…

ByMarc KennisDecember 31, 2020

Great opportunities for ASX-listed companies in Mongolia

30 December 2020 Back in August 2019 the people behind Stocks Down Under – Marc Kennis and Stuart Roberts – were asked an interesting question. In our regular online show Friday Beers with Marc and Stuart on 16 August 2019 we had been poking fun at Argentina, which had just indicated that it was making a…

ByMarc KennisDecember 30, 2020

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

We like to move it, move it….in Madagascar!

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,…

ByMarc KennisDecember 23, 2020

How to be a good contrarian investor

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…

ByMarc KennisDecember 22, 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

Coal – ASX’s bargain basement

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…

ByMarc KennisDecember 18, 2020