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 Focus On Resilience & Dividends

Feb 15 2023

In this week's Weekly Insights: -February: Focus On Resilience & Dividends-February Results Thus Far-Corporate Australia Showing Resilience-Commodities –  Lithium &…


Rudi’s View: AUB Group, Endeavour, Lottery Corp & Suncorp

Feb 10 2023

Analysts’ and share market strategists’ favourites and Conviction Calls ahead of the February reporting season


Rudi’s View: Guide To February Results Season

Feb 08 2023

By Rudi Filapek-Vandyck, Editor As I traditionally like to remind investors: every corporate results season has its own character and…


Rudi’s View: CSL, Mineral Resources, Ridley & ReadyTech

Feb 03 2023

Analysts’ and share market strategists’ favourites and Conviction Calls ahead of the February reporting season


Rudi’s View: 2023 Will Be Different

Feb 01 2023

In this week's Weekly Insights: -2023 Will Be Different-FNArena Market Indicators-FNArena Talks-Change In 2023 By Rudi Filapek-Vandyck, Editor FNArena 2023 Will…


Rudi’s View: Telix, Telstra, Treasury Wine & More

Jan 19 2023

Analysts and market strategists have updated their conviction ideas for the year ahead


Rudi’s View: Regrets, 2022 Delivered A Few

Dec 01 2022

In this week's Weekly Insights: -Final Weekly Insights For 2022-Regrets, 2022 Delivered A Few-Conviction Calls By Rudi Filapek-Vandyck, Editor Final…


Rudi’s View: Preparing For Bear Phase II

Nov 24 2022

In this week's Weekly Insights: -Preparing For Bear Phase II-Conviction Calls-Research To Download-AIA Investor Day In Sydney By Rudi Filapek-Vandyck,…


Rudi’s View: Re-Opening Opportunities In Healthcare

Nov 17 2022

In this week's Weekly Insights: -Re-Opening Opportunities In Healthcare-Conviction Calls-Research To Download-FNArena Talks-AIA Investor Day In Sydney By Rudi Filapek-Vandyck,…


Rudi’s View: More Choice For Income Hunters

Nov 10 2022

In this week's Weekly Insights: -More Choice For Income Hunters-December Index Review Preview-Conviction Calls-AIA Investor Day In Sydney By Rudi…


Rudi On TV

-Regular appearances on AusbizTV:

-Twice each month on The Call, noon-1pm

-Thursday, around 11am, talking Brokers Call (weekly)

-Less regular appearances on SwitzerTV

Rudi On Tour In 2023

Online seems the way to go, for the time being.