David Jones , Myer and Premier Investments are just a few companies that have suffered from a drop in sales of winter gear and blamed it on the sunshine. What if the east coast of Australia has an entire winter that is warmer than normal? Are there any other stocks that suffer?

Commonwealth Bank ’s equity strategist Tim Rocks thinks there are. He has also taken a look at what it means for companies now the carbon tax has gone and the renewable energy target is back in the news.