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: Afterpay Touch, Nearmap, And a2 Milk
Jul 12 2019
In this week's Weekly Insights (this is Part Two): –This Too Shall Pass -The Other Story About Small Caps -Afraid…
Do I Have A Few Surprises For (Most Of) You!
Jul 04 2019
In this week's Weekly Insights (published in two parts): -Do I Have A Few Surprises For (Most Of) You! -M&A…
In Quality We Trust
May 30 2019
In this week's Weekly Insights (published in two parts): -Conviction Calls, Part I –In Quality We Trust -Conviction Calls, Part…
Everybody Is Waiting…
Apr 18 2019
In this week's Weekly Insights: -Everybody Is Waiting… -No Weekly Insights Next Week -CSL Challenge: Market Share & Margins -Conviction…
Rudi’s View: Join The CSL Challenge
Jan 14 2019
It’s the beginning of a new calendar year and FNArena Editor Rudi Filapek-Vandyck throws his gauntlet into the public arena: who dares to take up the CSL Challenge?
Rudi’s View: All-Weather Portfolio Considerations
Nov 30 2018
In this week's Weekly Insights (this is Part Two): -Late Shock: 2018 Is The Annus Horribilis -Outlook 2019: The 'Bear' That…
Rudi’s View: Macquarie, Aristocrat Leisure And Emeco
Oct 18 2018
In this week's Weekly Insights (this is Part Two): –Out With The Garbage –Change: Rudi On TV -Zimbabwe on Top…
Out With The Garbage
Oct 17 2018
In this week's Weekly Insights (published in two parts): -Out With The Garbage -Change: Rudi On TV -Zimbabwe on Top…
Rudi’s View: All-Weather Model Portfolio
Oct 04 2018
Last week a reader sent through the questions regarding the FNArena/Vested Equities All-Weather Model Portfolio. I have decided to share my response with a broad audience as I think many more might be interested.
It’s Different This Time, Not A Bubble
Sep 19 2018
In this week's Weekly Insights (published in two parts): –It's Different This Time, Not A Bubble -August Reporting Season: The…
Analyse The Market From A Different Angle
Latest News
| 1 | Australian Broker Call *Extra* Edition – Nov 02, 202610:50 AM - Daily Market Reports |
| 2 | Weekly Ratings, Targets, Forecast Changes – 30-10-2610:00 AM - Weekly Reports |
| 3 | The Monday Report – 02 November 20268:56 AM - Daily Market Reports |
| 4 | Today’s Financial Calendar – 02-11-20268:15 AM - Daily Market Reports |
| 5 | The Market In Numbers – 31 Oct 2026Oct 31 2026 - Australia |