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: China Scepsis, Energy Preferences & The US Election

Oct 10 2024

Updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Market Reflects Risk & Opportunities

Oct 09 2024

In this week’s Weekly Insights: -Market Reflects Risk & Opportunities-All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Market Reflects Risk &…


Rudi’s View: AGL, GPT, James Hardie, Qantas, Pilbara & Xero

Oct 03 2024

Updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Ten Highflyers With More Upside Potential

Oct 02 2024

In this week’s Weekly Insights: -Ten Highflyers With More Upside Potential-FNArena Talks-All-Weather Research: Post-August Changes-FNArena on Saturday By Rudi Filapek-Vandyck,…


Rudi’s View: Banks, Miners & Quality Small Caps

Sep 26 2024

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


Rudi’s View: Growth Is Not A Dirty Word

Sep 25 2024

In this week’s Weekly Insights: -Growth Is Not A Dirty Word-FNArena On Tour By Rudi Filapek-Vandyck, Editor It was by…


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 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.