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

Ask FNArena: What To Buy (Pre & Post Correction)

Our final act for calendar 2024: what stocks to buy and should investors worry about a regime change for equities?

Dec 24 2024

Rudi’s View: Final Best Buys & Conviction Ideas

Updates on stock picker’s favourites and Model Portfolio adjustments

Dec 23 2024

Ask FNArena: High Divvies & Franking, Plus More

Questions received includes high dividends and franking, broker ratings, Endeavour Group, bond proxies and the 18 year real estate cycle

Dec 23 2024

Rudi’s View: Banks, WiseTech, Redox & Integral Diagnostics

Updates on stock picker’s favourites and Model Portfolio adjustments

Dec 19 2024

Rudi's Previous Views

Ask FNArena: High Multiples About To Collapse?

Dec 17 2024

Earlier this month we asked investors to send in their questions. Today, we answer another questions received

Ask FNArena: CSL, Charter Hall & Dexus

Dec 16 2024

Earlier this month we asked investors to send in their questions. Today, we answer two questions received

Rudi’s View: Best Buys & Smaller Cap Favourites

Dec 12 2024

Updates on stock picker’s favourites and Model Portfolio adjustments

Rudi’s View: In Santa We Trust (?)

Dec 05 2024

Updates on stock picker’s favourites and Model Portfolio adjustments

Rudi’s View: A Cautious Preview Into 2025

Dec 04 2024

By Rudi Filapek-Vandyck, Editor Traditionally, the final weeks of each calendar year trigger educated predictions about what the year ahead…

Rudi’s View: Trump Beneficiaries & TechOne

Nov 28 2024

Updates on stock picker’s favourites and Model Portfolio adjustments

Rudi’s View: Confidence In Quality Rewarded

Nov 27 2024

By Rudi Filapek-Vandyck, Editor Many years ago, I read a story by Marcus Padley praising the virtues of a one-stock…

Rudi’s View: The Importance Of ‘Quality’ Growth

Nov 21 2024

Updates on stock picker’s favourites and Model Portfolio adjustments

Rudi’s View: Knock. Knock. Volatility Is Back!

Nov 20 2024

By Rudi Filapek-Vandyck, Editor Ed Yardeni believes the S&P500 will reach 10,000 by 2030. It seems like a bold prediction…

Rudi’s View: A Rally With No Earnings Support

Nov 14 2024

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.

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