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: Coal, Copper, Car Group & More

Trump tariffs impacting on coal & copper, while analysts nominate their Best Buys and Top Picks

Mar 27 2025

Rudi’s View: Captive & Uncomfortable

Captive & Uncomfortable By Rudi Filapek-Vandyck, Editor Between now and April 2, financial markets are likely to remain captive to…

Mar 26 2025

Rudi’s View: Best Buys In Copper, Small Caps, Tech, Healthcare, And More

Analysts and strategists line up their refreshed selections for Best Ideas in copper, smaller cap companies, technology and telcos, healthcare, and other segments on the ASX

Mar 20 2025

Rudi’s View: Navigating The Trump Slump

By Rudi Filapek-Vandyck, Editor Financial markets are now, broadly measured, divided into two categories of people, as is in fact…

Mar 19 2025

Rudi's Previous Views

Rudi’s View: Post February Conviction Calls

Mar 13 2025

Revisions to Model Portfolios, Conviction Calls and lists of Most Favoured sector exposures post the February results season

Rudi’s View: Preparing For Tougher Times Ahead

Mar 12 2025

In this week’s Weekly Insights: -Preparing For Tougher Times Ahead-Invitation To FNArena Subscribers & Readers-On The Money Puzzle Podcast By…

Rudi’s View: To Sell Or Not To Sell

Mar 06 2025

What to do when share markets look wobbly? Plus updates on Best Ideas, Conviction Calls and Model Portfolios

Rudi’s View: February’s Reality Check

Mar 05 2025

Simply put: February failed to live up to expectations. Some lessons and observations to take heed of

Rudi’s View: Best Ideas & Conviction Calls

Feb 20 2025

An overview of stock picker’s favourites, Best Ideas, Conviction Calls and Model Portfolios

Rudi’s View: More Beats In Early Feb Results

Feb 19 2025

An early appraisal of the RBA rate cut and the February results season

Rudi Interviewed: Turning Laggards Into Winners

Feb 17 2025

It has become the ‘unofficial’ tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…

Rudi’s View: BHP, Capstone Copper, NextDC, WiseTech & Woodside

Feb 13 2025

By Rudi Filapek-Vandyck, Editor This month’s update on Morningstar’s Best Stock Ideas has seen the fresh inclusion of Woodside Energy…

Rudi’s View: Hope Trumps Uncertainties

Feb 12 2025

Hope Trumps Uncertainties By Rudi Filapek-Vandyck, Editor Pay attention to short positions. The February result season for corporate Australia has…

Rudi’s View: AGL Energy, Bega Cheese, BRG, Harvey Norman, Imdex & Superloop

Feb 06 2025

Updates on stock picker’s favourites and Model Portfolio adjustments

« Older Stories

Rudi On TV

-Regular appearances on AusbizTV:

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

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

-Less regular appearances on SwitzerTV

Rudi On Tour In 2024

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

Latest News

1
FNArena Corporate Results Monitor – 28-03-2025

2:58 PM - Australia
2
Next Week At A Glance – 31 Mar – 4 April, 2025

11:56 AM - Weekly Reports
3
Weekly Top Ten News Stories – 28 March 2025

11:30 AM - Weekly Reports
4
In Case You Missed It – BC Extra Upgrades & Downgrades – 28-03-25

11:17 AM - Weekly Reports
5
Upping the East Coast Amplitude

10:36 AM - Commodities

Most Popular

1
FNArena Corporate Results Monitor – 07-03-2025

Mar 07 2025 - Australia
2
FNArena Corporate Results Monitor – 05-03-2025

Mar 05 2025 - Australia
3
FNArena Corporate Results Monitor – 03-03-2025

Mar 03 2025 - Australia
4
Eagers: Peer Outperformance & Margin Upside

Mar 14 2025 - Small Caps
5
March Madness: Opportunity Building?

Mar 13 2025 - Technicals
6
The Overnight Report: Optimism Fades

Mar 21 2025 - Daily Market Reports