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: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

In today’s edition:

-Ask FNArena
-Review All-Weather Model Portfolio
-Recent Updates On Expert Views
-Best Buys & Conviction Calls

Jul 24 2025

Rudi’s View: Extreme Bifurcation Ahead Of August

In this week’s Weekly Insights:

-Ask FNArena
-Extreme Bifurcation Ahead Of August
-For Financial Advisors Ready to Make an Impact

Jul 23 2025

Rudi’s View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Update on changes to and revisions of analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions

Jul 17 2025

Rudi’s View: Navigating Covid Legacies

In this week's Weekly Insights: -Navigating Covid Legacies -FNArena Talks -Ask FNArena -For Financial Advisors Ready to Make an Impact…

Jul 16 2025

Rudi's Previous Views

Rudi’s View: Gold stocks & Miners, DigiCo, Pinnacle & More

Jul 10 2025

(See also FNArena Talks and Ask FNArena further below). By Rudi Filapek-Vandyck, Editor Market strategists at Goldman Sachs are preparing…

Rudi’s View: The Megatrend You Simply Cannot Ignore

Jul 09 2025

In this week’s Weekly Insights: -The Megatrend You Simply Cannot Ignore -FNArena Talks -Ask FNArena By Rudi Filapek-Vandyck, Editor The…

Rudi’s View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

Jul 03 2025

Update on changes to and revisions of analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions

Rudi’s View: Dicker Data (Stock In Focus)

Jul 02 2025

In this week’s Weekly Insights: -Dicker Data; Megatrends Without Covid-Lockdowns-Ask FNArena By Rudi Filapek-Vandyck, Editor This week marks the end…

Rudi’s View: ANZ, Aurizon, Cochlear, Newmont, Telix & More

Jun 26 2025

Update on changes to and revisions of analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions

Rudi’s View: Ten Years Of All-Weather Model Portfolio

Jun 25 2025

By Rudi Filapek-Vandyck, Editor A few weeks ago I was asked to provide some performance statistics for stocks held in…

Rudi’s View: CBA, Life360, ResMed, Zip & More

Jun 19 2025

Update on changes to and revisions of analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions

Rudi’s View: Macquarie Technology (Stock In Focus)

Jun 18 2025

In Weekly Insights this week: -Macquarie Technology’s Integrated Data Centre Services-FNArena Talks By Rudi Filapek-Vandyck, Editor Small cap stocks in…

Rudi’s View: Amcor, GQG, IPH, Data#3 & Qualitas

Jun 12 2025

Update on changes to and revisions of analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions

Rudi’s View: The AI Promise Is Broadening

Jun 11 2025

By Rudi Filapek-Vandyck, Editor The race to become the world’s largest company by market capitalisation is now decided by day-to-day…

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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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Rudi’s View: ANZ, Aurizon, Cochlear, Newmont, Telix & More

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