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: Trump Beneficiaries & TechOne

Updates on stock picker’s favourites and Model Portfolio adjustments

Nov 28 2024

Rudi’s View: Confidence In Quality Rewarded

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

Nov 27 2024

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

Updates on stock picker’s favourites and Model Portfolio adjustments

Nov 21 2024

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

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

Nov 20 2024

Rudi's Previous Views

Rudi’s View: A Rally With No Earnings Support

Nov 14 2024

Updates on stock picker’s favourites and Model Portfolio adjustments

Rudi’s View: Preparing For The Trump Years

Nov 13 2024

In this week’s Weekly Insights: -Preparing For The Trump Years-All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Preparing For The Trump…

Rudi’s View: Trump Returns, What Now?

Nov 07 2024

Updates on stock picker’s favourites and Model Portfolio adjustments

Rudi’s View: Mate, Where Have The Profits Gone?

Nov 06 2024

In this week’s Weekly Insights: -Mate, Where Have The Profits Gone?-All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Mate, Where Have The…

Rudi’s View: US Earnings & The Election

Oct 31 2024

Updates on stock picker’s favourites and Model Portfolio adjustments

Rudi’s View: Dealing With Risk

Oct 30 2024

Dealing With Risk By Rudi Filapek-Vandyck, Editor It’s roughly one more week before Americans vote in person on who will…

Rudi’s View: Earnings, Best Ideas & Favourite Stock Picks

Oct 24 2024

Updates on stock picker’s favourites and Model Portfolio adjustments

Rudi’s View: Australia’s Most Highly Recommended Stocks

Oct 23 2024

In Weekly Insights this week: -Australia’s Most Highly Recommended Stocks-FNArena Talks By Rudi Filapek-Vandyck, Editor Australia’s Most Highly Recommended Stocks…

Rudi’s View: AI, Lithium, Uranium & Steadfast

Oct 17 2024

Part Two of this week’s Weekly Insights contains: -Profit forecasts in Australia and the USA-Uranium stocks on the move-Lithium spurred…

Rudi’s View: Five Key Risks To Consider

Oct 16 2024

By Rudi Filapek-Vandyck, Editor Can we trust our fellow-investors? Many years ago, a local strategy update by UBS made that…

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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 – 02-12-24

Dec 02 2024 - Daily Market Reports
2
Australian Listed Real Estate Tables – 02-12-2024

Dec 02 2024 - Weekly Reports
3
Diverging Margins In Webjets’ Results

Dec 02 2024 - Australia
4
Australian Broker Call *Extra* Edition – Dec 02, 2024

Dec 02 2024 - Daily Market Reports
5
Weekly Ratings, Targets, Forecast Changes – 29-11-24

Dec 02 2024 - Weekly Reports

Most Popular

1
FNArena Corporate Results Monitor – 15-11-2024

Nov 15 2024 - Australia
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FNArena Corporate Results Monitor – 22-11-2024

Nov 22 2024 - Australia
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FNArena Corporate Results Monitor – 08-11-2024

Nov 08 2024 - Australia
4
Coles Wins The Battle, But The War?

Nov 11 2024 - Australia
5
AGL Energy: Data Centres To The Rescue?

Nov 07 2024 - Australia
6
Rudi’s View: A Rally With No Earnings Support

Nov 14 2024 - Rudi's View