Rudi's Views

rudi-views
Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy. Between 2011 and 2015 Rudi consistently maintained investors were better off avoiding exposure to commodities and to commodities stocks. Post GFC, he dedicated his research to finding All-Weather Performers. See also "All-Weather Performers" on this website, as well as the Special Reports section.

Rudi's Latest Views

Rudi’s View: ANZ, AUB, Beach Energy, CSL, Flight Centre & Newmont

By Rudi Filapek-Vandyck, Editor It is the eye-catching recurring theme in investment strategy reports and investor surveys this month: investors…

May 16 2024

Rudi’s View: More Positives Than Negatives

In this week's Weekly Insights: -More Positives Than Negatives-New Market Leadership?-2024 The Year Of Gold Miners?-All-Weathers Welcome Soul Pattinson-Model Portfolios,…

May 15 2024

Rudi’s View: Arcadium Lithium, Goodman Group, Paladin, Pexa & Treasury Wine

By Rudi Filapek-Vandyck, Editor Best Buys & Conviction Calls As promised in Monday's Weekly Insights, below are the latest Model…

May 09 2024

Rudi’s View: Opportunity In Data Centres

Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment…

May 08 2024

Rudi's Previous Views

Rudi’s View: Quality Reigns, And How To Identify It

May 01 2024

In this week's Weekly Insights: -Quality Reigns, And How To Identify It-Macquarie's ASX Quality Compounders By Rudi Filapek-Vandyck, Editor Quality…

Rudi’s View: A Market Narrative Delayed

Apr 24 2024

In this week's Weekly Insights: -A Market Narrative Delayed-Conviction Calls & Best Buys-Rudi Unplugged – The Video By Rudi Filapek-Vandyck,…

Rudi’s View: Shaky Sentiment Ahead Of Corporate Updates

Apr 17 2024

In this week's Weekly Insights: -Shaky Sentiment Ahead Of Corporate Updates-Everybody's A Gold Bull-Best Buys & Conviction Calls By Rudi…

Rudi’s View: Lessons & Observations From ASX All-Weathers

Apr 10 2024

In this week's Weekly Insights: -Lessons & Observations From ASX All-Weathers-Conviction Calls & Best Buys-June Index Rebalancing By Rudi Filapek-Vandyck,…

Rudi’s View: (In Search Of) The Holy Grail

Apr 04 2024

Has the FNArena Editor identified The Holy Grail for successful long term investing?

Rudi’s View: Investor Worries, Gold, Westpac, and Conviction Buys

Apr 03 2024

In this week's Weekly Insights: -Everybody Worried?-Gold As Insurance-Westpac, Technology Laggard-Conviction Calls and Best Buys-Rudi Unplugged – Send In Your…

Rudi’s View: Facts & Fiction About Gold

Mar 27 2024

In this week's Weekly Insights: -Facts & Fiction About Gold-Conviction Calls & Best Buys-Risk-On Bubble & Mid-Caps Outperformance By Rudi…

Rudi’s View: Selective Opportunities Among Discounted REITs

Mar 20 2024

In this week's Weekly Insights: -Selective Opportunities Among Discounted REITs-Conviction Calls & Best Buys By Rudi Filapek-Vandyck, Editor Selective Opportunities…

Rudi’s View: CBA, GQG, Pilbara Minerals, Sonic Healthcare, Webjet & Xero

Mar 14 2024

Significant M&A action is hitting the ASX, which has at least one fund manager excited, while analysts and strategists share their top picks and favourite exposures

Rudi’s View: Healthcare Under The Scanner

Mar 13 2024

In this week's Weekly Insights: -Healthcare Under The Scanner-February 2024; The Final Verdict-Rudi Unplugged, In April By Rudi Filapek-Vandyck, Editor…

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Rudi On TV

-Regular appearances on AusbizTV:

-Twice each month on The Call, noon-1pm

-Thursday, around 11am, talking Brokers Call (weekly)

-Less regular appearances on SwitzerTV

Rudi On Tour In 2023

Online seems the way to go, for the time being.

Latest News

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The Market In Numbers – 18 May 2024

May 18 2024 - Australia
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ASX Winners And Losers Of Today – 17-05-24

May 17 2024 - Daily Market Reports
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FNArena Corporate Results Monitor – 17-05-2024

May 17 2024 - Australia
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Weekly Top Ten News Stories – 17 May 2024

May 17 2024 - Weekly Reports
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Next Week At A Glance – 20 -24 May 2024

May 17 2024 - Weekly Reports

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FNArena Corporate Results Monitor – 10-05-2024

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May 03 2024 - Australia
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Apr 29 2024 - ESG Focus
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May 02 2024 - Feature Stories
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Apr 22 2024 - ESG Focus
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Apr 23 2024 - Weekly Reports