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 Previous Views

Rudi’s View: Defensives, Healthcare, Resources & Data Centres

Sep 19 2024

Post August results analyses continue to trigger changes to sector favourites and Conviction Buy selections by market strategists and analysts


Rudi’s View: Plenty Of Traps In Equity Valuations

Sep 18 2024

In this week’s Weekly Insights: -Plenty Of Traps In Equity Valuations-Post-August Key Picks-FNArena Talks-Gen.Ai – A New Section On The…


Rudi’s View: Key Picks, Best Buys & Conviction Calls

Sep 12 2024

Post-August updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Asking The Important Questions

Sep 11 2024

In this week’s Weekly Insights: -Asking The Important Questions-All-Weather Model Portfolio-Gen.Ai – A New Section On The Website By Rudi…


Rudi’s View: August Results Fail To Inspire

Sep 05 2024

The stats, data and insights from the August results season that, in the end, did not live up to expectations, plus stock ideas highlighted


Rudi’s View: August Trends Have Darkened

Aug 28 2024

By Rudi Filapek-Vandyck, Editor Reporting season is when investors receive a detailed insight into how companies are actually performing. Where…


Rudi’s View: August Paints A Bifurcated Picture

Aug 21 2024

By Rudi Filapek-Vandyck, Editor As per always, investors tend to experience reporting season through their own portfolio holdings. Miss out…


Rudi’s View: Model Portfolios, Best Ideas & Conviction Calls

Aug 15 2024

Updates on strategies, model portfolios, key picks, best buys and conviction calls


Rudi’s View: August Results – Early Beginnings

Aug 14 2024

In this week’s Weekly Insights: -August Results: Early Beginnings-FNArena Talks By Rudi Filapek-Vandyck, Editor August Results: Early Beginnings Share price…


Rudi’s View: First Relief, Then More Selling?

Aug 08 2024

Updates on strategies, model portfolios, key picks, best buys and conviction calls


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.