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

Not In The Mood

Sep 13 2017

In this week's Weekly Insights (published in two separate parts): -Not In The Mood -Conviction Calls: CLSA, Morgans, Wilsons, CS,…


How To Invest In All-Weather Stocks?

Aug 16 2017

In this week's Weekly Insights: -How To Invest In All-Weather Stocks? -Shorter Format During Reporting Season -Rudi On BoardRoomRadio -2016…


Rudi’s View: Bigger Picture – Trends

Jul 13 2017

Four charts showing three different long term trends. Which one would you prefer to have in your portfolio?


Don’t Be Fooled By Appearances

May 31 2017

In this week's Weekly Insights: -Don't Be Fooled By Appearances -No Weekly Insights Until June 19th -A Dentist's Smile In…


Quality Is Making A Come-Back

Apr 05 2017

In this week's Weekly Insights: -Quality Is Making A Come-Back -Sequel: Quintis Versus Californian Short Sellers -Conviction Calls: Bell Potter,…


Trend Spotting: Natural Skin Care

Feb 15 2017

In this week's Weekly Insights: -Trend Spotting: Natural Skin Care -Gold And Trading Opportunities -Conspiracy: China & Miners' Debt -FNArena's…


Resources Carrying Most Growth Momentum

Feb 08 2017

In This Week's Weekly Insights: -Resources Carrying Most Growth Momentum -Temporarily Out Of Fashion: All-Weather Performers -Count Down To New…


This Too Shall Pass

Nov 09 2016

In this week’s Weekly Insights:

– This Too Shall Pass
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


It’s A Love Affair

Jun 01 2016

In this week’s Weekly Insights: – It’s A Love Affair – It’s A Bigger Joke – Lithium, The Sequel – Rudi On Tour – Nothing Ever Changes, Or Does It? – Rudi On TV


Have All-Weather Stocks Lost Their Appeal?

Jun 24 2015

In this week's Weekly Insights: – Have All-Weather Stocks Lost Their Appeal? – Australia's Perfect Track Record In Danger –…



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