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 Interviewed: Turning Laggards Into Winners

Feb 17 2025

It has become the ‘unofficial’ tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…


Rudi’s View: BHP, Capstone Copper, NextDC, WiseTech & Woodside

Feb 13 2025

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


Rudi’s View: Hope Trumps Uncertainties

Feb 12 2025

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


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

Feb 06 2025

Updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Earnings Optimism On The Rise

Feb 05 2025

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


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 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.