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: February Reports – Optimism Is Back

Feb 07 2020

Early indications are investors are willing to adopt an optimistic view this reporting season


February Reports: Global Uncertainties, Profit Warnings, And..?

Feb 06 2020

Dear time-poor reader: profit warnings fill the pre-results season while T Rowe Price is comfortable with valuations of equities In…


Retail Investors Might Be Key For Equities Bull Market

Jan 30 2020

Dear time-poor reader: it's falling profits and coronavirus spreading versus cash from the sideline; plus is that a new Green…


Rudi’s View (Part 2): Iress, Oz Minerals And Super Retail

Jan 17 2020

Part Two of the calendar year’s first update on Conviction Calls for the year ahead.


Rudi’s View: Xero, Treasury Wine And Appen

Jan 16 2020

First update for the new calendar year and already plenty of material to combine. Which is why Part Two will follow suit on Friday morning (tomorrow).


Rudi’s View: Osteopore, Whitehaven Coal and Telstra

Dec 06 2019

Dear time-poor reader: a lifesciences conference, a stern warning, secular growth stocks and Conviction Calls In this Rudi's View update: -Lots Of Chutzpah…


Next Year Will Be Different

Dec 05 2019

Next Year Will Be Different By Rudi Filapek-Vandyck, Editor FNArena MFS strategist Robert Almeida summarised it best in his latest reflections:…


Time To Diversify The Portfolio?

Nov 28 2019

Dear time-poor reader: Quality has proved the absolute winner in Australian equities, but has the time come to diversify through…


Rudi’s View: Rotation, Dividends & Money 3

Nov 22 2019

Dear time-poor reader: strategists are increasingly advocating investors adopt a bias towards cheaper "Value" stocks, plus dividends are growing globally,…


Is It Rotation Or Risk We Should Worry About?

Nov 21 2019

Dear time-poor reader: Amidst forecasts for share market outperformance by cheaper 'Value' stocks, investors in Australia better watch out for…


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.