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: 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 View: Post February Conviction Calls

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

Mar 13 2025

Rudi’s View: Preparing For Tougher Times Ahead

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

Mar 12 2025

Rudi's Previous Views

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

Rudi’s View: Earnings Optimism On The Rise

Feb 05 2025

By Rudi Filapek-Vandyck, Editor The February results season will soon be in full swing. As I traditionally like to point…

Rudi’s View: Cochlear, Guzman y Gomez, SiteMinder, Wesfarmers & Xero

Jan 30 2025

Updates on stock picker’s favourites and Model Portfolio adjustments

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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 (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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