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: BHP, Capstone Copper, NextDC, WiseTech & Woodside

Investment Opportunity Forecast

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

Feb 13 2025

Rudi’s View: Hope Trumps Uncertainties

Monitor image

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

Feb 12 2025

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

Investment Opportunity Forecast

Updates on stock picker’s favourites and Model Portfolio adjustments

Feb 06 2025

Rudi’s View: Earnings Optimism On The Rise

eye on value

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

Feb 05 2025

Rudi's Previous Views

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

Jan 30 2025

Updates on stock picker’s favourites and Model Portfolio adjustments

Rudi’s View: Feb Season’s Best Buys & Key Picks

Jan 23 2025

Updates on stock picker’s favourites and Model Portfolio adjustments

Rudi’s View: Best Buys & Convictions For 2025

Jan 16 2025

Updates on stock picker’s favourites and Model Portfolio adjustments

Rudi’s View: All-Weather Portfolio In 2024

Jan 15 2025

A review of what happened in 2024 and what may well be in store for the year(s) ahead for the All-Weather Model Portfolio

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

Dec 24 2024

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

Rudi’s View: Final Best Buys & Conviction Ideas

Dec 23 2024

Updates on stock picker’s favourites and Model Portfolio adjustments

Ask FNArena: High Divvies & Franking, Plus More

Dec 23 2024

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

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

Dec 19 2024

Updates on stock picker’s favourites and Model Portfolio adjustments

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

« 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
The Market In Numbers – 15 Feb 2025

9:09 AM - Australia
2
ASX Winners And Losers Of Today – 14-02-25

Feb 14 2025 - Daily Market Reports
3
FNArena Corporate Results Monitor – 14-02-2025

Feb 14 2025 - Australia
4
Next Week At A Glance -17-21 Feb 2025

Feb 14 2025 - Weekly Reports
5
Weekly Top Ten News Stories – 14 February 2025

Feb 14 2025 - Weekly Reports

Most Popular

1
ESG Focus: Challenges & Hurdles Await In 2025

Jan 22 2025 - ESG Focus
2
Rudi’s View: Best Buys & Convictions For 2025

Jan 16 2025 - Rudi's View
3
FNArena Corporate Results Monitor – 07-02-2025

Feb 07 2025 - Australia
4
FNArena Corporate Results Monitor – 05-02-2025

Feb 05 2025 - Australia
5
FNArena Corporate Results Monitor – 06-02-2025

Feb 06 2025 - Australia
6
Uranium Week: Tariffs & DeepSeek Worries

Feb 04 2025 - Weekly Reports