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: Australia’s Most Highly Recommended Stocks

Oct 23 2024

In Weekly Insights this week: -Australia’s Most Highly Recommended Stocks-FNArena Talks By Rudi Filapek-Vandyck, Editor Australia’s Most Highly Recommended Stocks…


Rudi’s View: AI, Lithium, Uranium & Steadfast

Oct 17 2024

Part Two of this week’s Weekly Insights contains: -Profit forecasts in Australia and the USA-Uranium stocks on the move-Lithium spurred…


Rudi’s View: Five Key Risks To Consider

Oct 16 2024

By Rudi Filapek-Vandyck, Editor Can we trust our fellow-investors? Many years ago, a local strategy update by UBS made that…


Rudi’s View: China Scepsis, Energy Preferences & The US Election

Oct 10 2024

Updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Market Reflects Risk & Opportunities

Oct 09 2024

In this week’s Weekly Insights: -Market Reflects Risk & Opportunities-All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Market Reflects Risk &…


Rudi’s View: AGL, GPT, James Hardie, Qantas, Pilbara & Xero

Oct 03 2024

Updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Ten Highflyers With More Upside Potential

Oct 02 2024

In this week’s Weekly Insights: -Ten Highflyers With More Upside Potential-FNArena Talks-All-Weather Research: Post-August Changes-FNArena on Saturday By Rudi Filapek-Vandyck,…


Rudi’s View: Banks, Miners & Quality Small Caps

Sep 26 2024

Post-August updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Growth Is Not A Dirty Word

Sep 25 2024

In this week’s Weekly Insights: -Growth Is Not A Dirty Word-FNArena On Tour By Rudi Filapek-Vandyck, Editor It was by…


Rudi’s View: Defensives, Healthcare, Resources & Data Centres

Sep 19 2024

Post August results analyses continue to trigger changes to sector favourites and Conviction Buy selections by market strategists and analysts


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.