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

In Quality We Trust

May 30 2019

In this week's Weekly Insights (published in two parts): -Conviction Calls, Part I –In Quality We Trust -Conviction Calls, Part…


Rudi’s View: Link Admin, Clinuvel Pharma & Altium

May 17 2019

In this week's Weekly Insights (this is Part Two): -All About Dividends –Royal Commission: Ongoing Impact -Quote Of The Week…


All About Dividends

May 16 2019

In this week's Weekly Insights (published in two parts): –All About Dividends -Royal Commission: Ongoing Impact -Quote Of The Week…


Rudi’s View: Charter Hall, Lendlease & Pengana

May 10 2019

In this week's Weekly Insights (this is Part Two): –Value & The Eye Of The Beholder –Conviction Calls -Helping Pengana…


Value & The Eye Of The Beholder

May 09 2019

In this week's Weekly Insights (published in two parts): -Value & The Eye Of The Beholder -Conviction Calls –Helping Pengana…


Late April 2019: Selected Charts

May 02 2019

In this week's Weekly Insights: -Late April 2019: Selected Charts -Orora And Xero -Rudi On TV -Rudi On Tour -Rudi…


Everybody Is Waiting…

Apr 18 2019

In this week's Weekly Insights: -Everybody Is Waiting… -No Weekly Insights Next Week -CSL Challenge: Market Share & Margins -Conviction…


Rudi’s View: Retail REITs, Resources, And Lynas

Apr 12 2019

In this week's Weekly Insights (this is Part Two): -Cautious, Cashed Up, Looking For Direction -Not The End, Says Prudential…


Cautious, Cashed Up, Looking For Direction

Apr 11 2019

In this week's Weekly Insights (published in two parts): –Cautious, Cashed Up, Looking For Direction -Not The End, Says Prudential…


The Art Of Selling Non-Performing Stocks

Apr 04 2019

In this week's Weekly Insights: -The Art Of Selling Non-Performing Stocks -Conviction Calls -Have Your Say – The CSL Challenge…


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.