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 Latest Views

Rudi’s View: Lessons & Observations From ASX All-Weathers

In this week's Weekly Insights: -Lessons & Observations From ASX All-Weathers-Conviction Calls & Best Buys-June Index Rebalancing By Rudi Filapek-Vandyck,…

Apr 10 2024

Rudi’s View: (In Search Of) The Holy Grail

Has the FNArena Editor identified The Holy Grail for successful long term investing?

Apr 04 2024

Rudi’s View: Investor Worries, Gold, Westpac, and Conviction Buys

In this week's Weekly Insights: -Everybody Worried?-Gold As Insurance-Westpac, Technology Laggard-Conviction Calls and Best Buys-Rudi Unplugged – Send In Your…

Apr 03 2024

Rudi’s View: Facts & Fiction About Gold

In this week's Weekly Insights: -Facts & Fiction About Gold-Conviction Calls & Best Buys-Risk-On Bubble & Mid-Caps Outperformance By Rudi…

Mar 27 2024

Rudi's Previous Views

Rudi’s View: Selective Opportunities Among Discounted REITs

Mar 20 2024

In this week's Weekly Insights: -Selective Opportunities Among Discounted REITs-Conviction Calls & Best Buys By Rudi Filapek-Vandyck, Editor Selective Opportunities…

Rudi’s View: CBA, GQG, Pilbara Minerals, Sonic Healthcare, Webjet & Xero

Mar 14 2024

Significant M&A action is hitting the ASX, which has at least one fund manager excited, while analysts and strategists share their top picks and favourite exposures

Rudi’s View: Healthcare Under The Scanner

Mar 13 2024

In this week's Weekly Insights: -Healthcare Under The Scanner-February 2024; The Final Verdict-Rudi Unplugged, In April By Rudi Filapek-Vandyck, Editor…

Rudi’s View: Investing Is About The Future

Mar 06 2024

In this week's Weekly Insights: -Investing Is About The Future-All-Weather Model Portfolio-Conviction Calls-It's Your Turn By Rudi Filapek-Vandyck, Editor FNArena…

Rudi’s View: Week 3 – Not As Good, But Not Bad

Feb 28 2024

Week 3: Not As Good, But Not Bad By Rudi Filapek-Vandyck, Editor As the local corporate results season went through…

Rudi’s View: More Winners Than Losers In Mid-February

Feb 21 2024

More Winners Than Losers In Mid-February  By Rudi Filapek-Vandyck, Editor Reporting seasons in Australia have become a second half (of…

Rudi Interviewed: Ongoing Potential In Technology & Growth

Feb 19 2024

It has become the 'unofficial' tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…

Rudi’s View: February 2024 Is A Blue Sky Affair

Feb 14 2024

In this week's Weekly Insights: -February 2024 Is A Blue Sky Affair-Conviction Calls-February Results – Stocks To Watch By Rudi…

Rudi’s View: Corporate Travel, Hansen, IPH, NextDC & Macquarie Technology

Feb 08 2024

By Rudi Filapek-Vandyck, Editor Part One of this week's two-part update was sent out in the form of an email…

Rudi’s View: February Trepidation

Feb 07 2024

In this week's Weekly Insights (the first in 2024): -All-Weather Model Portfolio-Rudi Unplugged-February Trepidation By Rudi Filapek-Vandyck, Editor Weekly Insights…

« Older Stories

Rudi On TV

-Regular appearances on AusbizTV:

-Twice each month on The Call, noon-1pm

-Thursday, around 11am, talking Brokers Call (weekly)

-Less regular appearances on SwitzerTV

Rudi On Tour In 2023

Online seems the way to go, for the time being.

Latest News

1
Japan Drags On Domino’s Growth Profile

1:07 PM - Australia
2
Weekly Update On LICs & LITs – 16-Apr-2024

11:30 AM - Weekly Reports
3
Orica Resumes Up-Trend

11:00 AM - Technicals
4
Australian Broker Call *Extra* Edition – Apr 16, 2024

10:30 AM - Daily Market Reports
5
Uranium Week: Much To Discuss

10:00 AM - Weekly Reports

Most Popular

1
Rudi’s View: (In Search Of) The Holy Grail

Apr 04 2024 - Rudi's View
2
Is AI All It’s Cracked Up To Be?

Apr 10 2024 - Feature Stories
3
Rudi’s View: Lessons & Observations From ASX All-Weathers

Apr 10 2024 - Rudi's View
4
ESG Focus: Decarbonisation, Renewables & Cyber Crime

Apr 03 2024 - ESG Focus
5
Uranium Week: Reasons To Be Cheerful

Apr 09 2024 - Weekly Reports
6
Metcash: Investing For Growth

Mar 21 2024 - Australia