All-Weather Stock
Wesfarmers offers resilience and quality management to execute through the macro cycle, with digital and agentic levers supporting FY28 earnings acceleration
Oct 07 2026
Australian equities can be a source of enjoyment and plenty of rewards, but there are other times when share prices simply won’t cooperate with our plans and well-intentioned decisions
Sep 16 2026
In today’s edition: TechOne, Still The Number One; Rio Tinto Opens The August Season; Picking Winners Pre-August; Banks: Expensive, Or Maybe Less So; How To Value The Wesfarmers Quality?
Jul 30 2026
In an era of significant disruption, everything ‘old’ needs to be questioned and re-assessed, including the concept of All-Weather stocks
Jul 22 2026
Previous Stories
Rudi’s View: This Crisis Ain’t Over
Mar 16 2020
Message from FNArena Editor Rudi Filapek-Vandyck to subscribers on Saturday
Rudi’s View (Part 2): Iress, Oz Minerals And Super Retail
Jan 17 2020
Part Two of the calendar year’s first update on Conviction Calls for the year ahead.
Rudi’s View: Xero, Treasury Wine And Appen
Jan 16 2020
First update for the new calendar year and already plenty of material to combine. Which is why Part Two will follow suit on Friday morning (tomorrow).
Time To Diversify The Portfolio?
Nov 28 2019
Dear time-poor reader: Quality has proved the absolute winner in Australian equities, but has the time come to diversify through…
Positive Momentum Continues For CSL
Nov 14 2019
Dear time-poor reader: why CSL continues enjoying upward momentum plus further updates on broker Conviction Calls In this week's Weekly…
25 Years CSL: What Can We Learn?
Oct 24 2019
Dear time-poor reader: what can investors learn from 25 years of CSL on the ASX? In this week's Weekly Insights:…
The Quality Of Quality Continues To Show
Aug 28 2019
Dear time-poor reader: August corporate reporting is once again putting quality in focus. In this week's Weekly Insights: -The Quality…
August Reporting Season: Early Progress Report
Aug 15 2019
Dear time-poor reader: early update on corporate results, plus a longer-term assessment of CSL. In this week's Weekly Insights: -Financial…
Rudi’s View: CSL, Ramelius And Sonic Healthcare
Aug 09 2019
Dear time-poor reader: Part Two offers Conviction Calls, and an update on the CSL Challenge. In this week's Weekly Insights (published in…
Rudi’s View: All-Weather Portfolio, Charts & Conviction Calls
Jul 19 2019
In this week's Weekly Insights (this is Part Two): -In Search Of 'Value', Avoiding 'Cheap Junk' -All-Weather Portfolio Update -Unveiling…
Analyse The Market From A Different Angle
Latest News
| 1 | The Market In Numbers – 10 Oct 2026Oct 10 2026 - Australia |
| 2 | ASX Winners And Losers Of Today – 09-10-26Oct 09 2026 - Daily Market Reports |
| 3 | Next Week At A Glance – 12-16 Oct 2026Oct 09 2026 - Weekly Reports |
| 4 | In Case You Missed It – BC Extra Upgrades & Downgrades – 09-10-26Oct 09 2026 - Weekly Reports |
| 5 | Weekly Top Ten News Stories – 9 October 2026Oct 09 2026 - Weekly Reports |