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: 30 For ’30 & Best Buy Convictions

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

May 15 2025

Rudi’s View: Awaiting The Real World Ramifications (continued)

By Rudi Filapek-Vandyck, Editor Holding out a proverbial carrot in front of global financial markets is a highly effective strategy….

May 14 2025

Rudi’s View: CSL & NextDC

Your Editor attended presentations by CSL and NextDC this week

May 08 2025

Rudi’s View: Mag7 Dominance & Profit Warnings

In today’s update: -All roads lead to the Mag7-Australia, The Global Safe Haven (?)-Preparing For Profit Warnings By Rudi Filapek-Vandyck,…

May 01 2025

Rudi's Previous Views

Rudi’s View: Awaiting The Real World Ramifications

Apr 30 2025

In this week’s Weekly Insights: -Awaiting The Real World Ramifications-ResMed (Quality) In Focus-Defensives Tell The Story-Technology & AI-laggards-Broader Outlook Remains…

Rudi’s View: Best Buys & Conviction Calls On ASX

Apr 10 2025

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

Rudi’s View: Share Market Scenarios & Dilemmas

Apr 09 2025

By Rudi Filapek-Vandyck, Editor Monday’s session on the ASX was expected to be brutal as the US administration shows no…

Rudi’s View: You Can NOT Be Serious!

Apr 03 2025

In today’s update: -Think Like A Farmer–Share Market Optimists Are Disappointed-A Warning From Yardeni-Longview Warned First-You Can NOT Be Serious!…

Rudi’s View: Time For Appreciating Quality

Apr 02 2025

By Rudi Filapek-Vandyck, Editor Time For Appreciating Quality My biggest surprise, when overlooking the local share market this week, is…

Rudi’s View: Coal, Copper, Car Group & More

Mar 27 2025

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

Rudi’s View: Captive & Uncomfortable

Mar 26 2025

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

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

Mar 20 2025

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

Rudi’s View: Navigating The Trump Slump

Mar 19 2025

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

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

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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.

Latest News

1
ASX Winners And Losers Of Today – 15-05-25

May 15 2025 - Daily Market Reports
2
Rudi’s View: 30 For ’30 & Best Buy Convictions

May 15 2025 - Rudi's View
3
Australian Broker Call *Extra* Edition – May 15, 2025

May 15 2025 - Daily Market Reports
4
The Short Report – 15 May 2025

May 15 2025 - Weekly Reports
5
Macmahon Holdings: Margins Key To Re-Rating

May 15 2025 - Small Caps

Most Popular

1
FNArena Corporate Results Monitor – 09-05-2025

May 09 2025 - Australia
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Collins Foods’ New European Mix

Apr 24 2025 - Australia
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Rudi’s View: CSL & NextDC

May 08 2025 - Rudi's View
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Solenergy Group complete 401kW system for Cairns Aquarium to power animal life support systems, with donations from GoodWe, Greensketch and co-funding from Quee

Apr 21 2025 - PR NewsWire
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Family Offices; Australia’s Silent Wealth Revolution

Apr 30 2025 - SMSFundamentals
6
ASX Winners And Losers Of Today – 13-05-25

May 13 2025 - Daily Market Reports