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: August 2020 Lifts Price Targets

Sep 10 2020

Dear time-conscious investor: Conviction Calls, stock ideas and investment themes post-August In this week’s Weekly Insights: -August 2020 Lifts Price…


Rudi’s View: August 2020 Fits The Post-2013 Narrative

Sep 03 2020

Dear time-conscious investor: August reporting season has been a positive experience, with multiple new trends and highlights August 2020 Fits…


Rudi’s View: August Reporting Favours Quality & Growth

Aug 27 2020

Dear time-conscious investor: High PE stocks continue to benefit most this month, while one expert is calling for the next…


Rudi’s View: Early Signals From August 2020

Aug 20 2020

Dear time-conscious investor: early signals from reporting season are positive, but it's early days, while institutional investors still like technology…


Rudi’s View: Gold, Conviction Calls & Early Results

Aug 13 2020

Dear time-constraint investor: uncertainty remains, while gold will surprise the many fans, and conviction calls changes ahead of the August…


Rudy’s View: August 2020, Nothing Like The Past

Aug 06 2020

FNArena’s Corporate Results Monitor is keeping track of company results this month: https://www.fnarena.com/index.php/reporting_season/ In this week’s Weekly Insights: -August 2020:…


Rudi’s View: Coming Soon, The August Reporting Season

Jul 30 2020

In this week's Weekly Insights: -Coming Soon: The August Reporting Season-A Deeply Frustrated Fund Manager Coming Soon: The August Reporting…


Rudi’s View: Forecasts, Not Valuations

Jul 23 2020

Dear time-poor investor: are share markets egregiously overvalued? Is Biden as President a problem? Can Telstra create value through structural separation?…


Rudi’s View: Infomedia, MNF Group & BHP

Jul 17 2020

In Part Two of this week’s Weekly Insights: -Conviction Calls-FNArena Talks Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena The August reporting…


Rudi’s View: What’s Wrong With CSL?

Jul 16 2020

Dear time-poor investor: the debate continues about what to expect from economies and equities in the year(s) ahead, plus a…


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.