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

Diversified Resources Turning Into… Banks!?

May 15 2013

By Rudi Filapek-Vandyck, Editor FNArena On my observations, it is not well appreciated among market commentators, financial journalists and analysts…


It’s A New World For Commodities

May 08 2013

By Rudi Filapek-Vandyck, Editor FNArena In today's 24 hour media world that is increasingly centred around extreme outcomes and potential…


The Times They Really Are A-Changing

May 01 2013

By Rudi Filapek-Vandyck, Editor FNArena Snippets from the week past: – "Nations get the political leadership they deserve" – "Australians…


The Sorrow Of Australia (*)

Apr 24 2013

By Rudi Filapek-Vandyck, Editor FNArena A few snippets from the week past: – When measured in renminbi, China's Q1 GDP…


Go Black Caviar Go!

Apr 17 2013

By Rudi Filapek-Vandyck, Editor FNArena A few observations from the week past: – So many stories following the passing of…


Are Iron Ore Producers Now A Valuation Trap?

Apr 10 2013

By Rudi Filapek-Vandyck, Editor FNArena It's not the first time that a gap has opened up between the price of…


Understanding PE Ratios: It’s About Confidence

Mar 27 2013

By Rudi Filapek-Vandyck, Editor FNArena Assuming no unforeseen scenarios, Australians will vote on September 14 to either keep the present…


Rudi’s View: Amcor – Resilience And Capital Discipline

Mar 26 2013

All-Weather Stock Amcor may well be heading towards an operational sweet spot in the years ahead.


Resources: In Need Of A Catalyst

Mar 20 2013

By Rudi Filapek-Vandyck, Editor FNArena It is a truth not universally acknowledged by both investors and market commentators that resources…


Price Targets Support Further Upside

Mar 13 2013

By Rudi Filapek-Vandyck, Editor FNArena Prelude: In April 2011, with the Australian share market experiencing yet another January-April rally, 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.