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: Newcrest, AP Eagers & Speedcast

Nov 15 2019

Dear time-poor reader: Preview to S&P December index re-weighting and long term trends reflected in index changes In this week's Weekly…


Positive Momentum Continues For CSL

Nov 14 2019

Dear time-poor reader: why CSL continues enjoying upward momentum plus further updates on broker Conviction Calls In this week's Weekly…


Rudi’s View: Focus On Quality Yield

Nov 08 2019

Dear time-poor investor: what is the best way to invest in equities for regular income? In this week's Weekly Insights…


Market Rotation? It’s Complicated

Nov 07 2019

Dear time-poor reader: why is the Value rotation not working so well in Australia? Plus Conviction Calls and the Fortescue…


On Dividend Alert

Oct 31 2019

The story below was written on invitation by the Australian Shareholders' Association (ASA) and was published in this month's edition…


25 Years CSL: What Can We Learn?

Oct 24 2019

Dear time-poor reader: what can investors learn from 25 years of CSL on the ASX? In this week's Weekly Insights:…


Rudi’s View: Uncorrelated Yield & More Conviction Calls

Oct 18 2019

Dear time-poor reader: more research on ASX-listed uncorrelated yield options, and more Conviction Calls from stockbrokers. In this week's Weekly Insights…


Does (Lack Of) Substance Mean (Lack Of) Momentum?

Oct 17 2019

Dear time-poor reader: the real question to ask might not be what is the outlook for equities, but rather for…


Rudi’s View: MNF, REA Group & Afterpay Touch

Sep 27 2019

In this week's Weekly Insights (this is Part Two): -Market Rotations Are Not The Key Message -No Weekly Insights For…


Market Rotations Are Not The Key Message

Sep 26 2019

Dear time-poor reader: global strategists at Citi suggest rotations between "Value" and "Growth" stocks will not last long, and I…


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.