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: TechnologyOne, CSL, Banks

Oct 12 2017

In this week's Weekly Insights (this is the second part): -New Focus For A Changing World -Conviction List: Morgan Stanley,…


New Focus For A Changing World

Oct 11 2017

In this week's Weekly Insights (published in two separate parts): -New Focus For A Changing World -Conviction List: Morgan Stanley,…


Confident Charlie & The Ramsay Shorters

Oct 04 2017

In this week's Weekly Insights: -Confident Charlie & The Ramsay Shorters -Rudi On BoardRoomRadio -All-Weather Model Portfolio -Rudi On TV…


Rudi’s View: Ansell, Transurban And Mantra

Sep 28 2017

In this week's Weekly Insights (published in two separate parts): –Be Mindful Of The Aussie Twist –Resources Stocks: Follow The…


Be Mindful Of The Aussie Twist

Sep 27 2017

In this week's Weekly Insights (published in two separate parts): -Be Mindful Of The Aussie Twist -Resources Stocks: Follow The…


Rudi’s View: On Bear Market Alert

Sep 21 2017

In this week's Weekly Insights (published in two separate parts): –Oz Construction Cycle: The Impact Is Now -On Bear Market…


Oz Construction Cycle: The Impact Is Now

Sep 20 2017

In this week's Weekly Insights (published in two separate parts): -Oz Construction Cycle: The Impact Is Now –On Bear Market…


Rudi’s View: Treasury Wine, PWR Holdings, Star Entertainment

Sep 14 2017

In this week's Weekly Insights (published in two separate parts): -Not In The Mood -Conviction Calls: CLSA, Morgans, Wilsons, CS,…


Not In The Mood

Sep 13 2017

In this week's Weekly Insights (published in two separate parts): -Not In The Mood -Conviction Calls: CLSA, Morgans, Wilsons, CS,…


Rudi’s View: NextDC, Treasury Wine, And CBA

Sep 07 2017

In this week's Weekly Insights (published in two separate parts): -August Reporting Season: Costs & Capex, Mining & Dividends -Conviction…


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.