All-Weather Stock
After my presentation and Q&A in Toowoomba, Queensland yesterday (having endured the teasing prior to the State of Origin later on the day) I sat down with a few of the local investors to talk investing and markets in a more informal setting
May 28 2026
Healthcare remains under pressure, and troubled CSL is not helping, but the market is warming yet again to future AI beneficiaries
May 13 2026
Profit warnings are arriving for Australian investors. This type of risk is unlikely to subside when the war ends (hopefully soon)
Apr 22 2026
Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape
Apr 09 2026
Previous Stories
Rudi’s View: CSL & NextDC
May 08 2025
Your Editor attended presentations by CSL and NextDC this week
Rudi’s View: Time For Appreciating Quality
Apr 02 2025
By Rudi Filapek-Vandyck, Editor Time For Appreciating Quality My biggest surprise, when overlooking the local share market this week, is…
Rudi Interviewed: Turning Laggards Into Winners
Feb 17 2025
It has become the ‘unofficial’ tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…
Rudi’s View: All-Weather Portfolio In 2024
Jan 15 2025
A review of what happened in 2024 and what may well be in store for the year(s) ahead for the All-Weather Model Portfolio
Pro Medicus, A Global Software Super Star
Dec 19 2024
Pro Medicus’ growth story is far from over. How should investors deal with the valuation challenge of one of Australia’s premium growth companies?
Ask FNArena: High Multiples About To Collapse?
Dec 17 2024
Earlier this month we asked investors to send in their questions. Today, we answer another questions received
Ask FNArena: CSL, Charter Hall & Dexus
Dec 16 2024
Earlier this month we asked investors to send in their questions. Today, we answer two questions received
Rudi’s View: A Cautious Preview Into 2025
Dec 04 2024
By Rudi Filapek-Vandyck, Editor Traditionally, the final weeks of each calendar year trigger educated predictions about what the year ahead…
Rudi’s View: Trump Beneficiaries & TechOne
Nov 28 2024
Updates on stock picker’s favourites and Model Portfolio adjustments
Rudi’s View: Confidence In Quality Rewarded
Nov 27 2024
By Rudi Filapek-Vandyck, Editor Many years ago, I read a story by Marcus Padley praising the virtues of a one-stock…
Analyse The Market From A Different Angle
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