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: Telstra, CSL, Xero & Charter Hall

In today's update: -The Iron Ore Riddle Solved-Not Giving Up On Technology-Morgans: Be Active, Take Advantage-The Dividend Disconnect-Canaccord's Model Portfolios-FNArena…

Apr 09 2021

Rudi’s View: CSL, The Answers

In Weekly Insights this week: -CSL, The Answers-Research To Download CSL, The Answers By Rudi Filapek-Vandyck, Editor FNArena Since listing…

Apr 01 2021

Rudi’s View: Investing In 2021 – The World Upside Down

In this week's Weekly Insights: -Banks: Bonds & Yields Versus Targets & Valuations-Investing In 2021: The World Upside Down-Pharma &…

Mar 25 2021

Rudi’s View: Are Australian Banks Back As An Indicator?

Are Australian Banks Back As An Indicator? By Rudi Filapek-Vandyck, Editor FNArena Pre-extreme market polarisation, I had developed my own…

Mar 18 2021

Rudi's Previous Views

Rudi’s View: Qantas, AMP, Infomedia And Lovisa

Mar 12 2021

Favourite theme-exposures and sector top picks from stockbrokers post the February reporting season

Rudi’s View: Will The Fed Tame The Beast?

Mar 11 2021

In today's Weekly Insights: -Will The Fed Tame The Beast?-Conviction Calls-FNArena Talks Will The Fed Tame The Beast? By Rudi…

Rudi’s View: A February For The Record Books

Mar 04 2021

A February For The Record Books By Rudi Filapek-Vandyck, Editor FNArena It has been a while since a corporate results…

Rudi’s View: A Supercycle In Dividends

Feb 25 2021

In this week's Weekly Insights: -February 2021: Banks Are Back!-A Supercycle In Dividends-Best Set Of Numbers In A Decade-The Market…

Rudi’s View: Yet Another Short Selling Failure

Feb 18 2021

In this week's Weekly Insights: -Yet Another Short Selling Failure-February: Early Days, Full Of Promise-A Different Environment For Dividends-FNArena Webinar…

Rudi’s View: A February Full Of Promise

Feb 12 2021

In Part II of this week's Weekly Insights: -A February Full Of Promise-Dividends Are Back-Strong, Stronger & Strongest – Consumer…

Rudi’s View: February Feeding Market Optimism

Feb 11 2021

Weekly Insights this week will be published in two parts because FNArena is organising a webinar on Monday evening (see…

Rudi’s View: February – Reason For Optimism

Feb 04 2021

In this week's Weekly Insights: -And Off We Go…-When Dumb Money Is Savvy, And Smart Money Is Not-A Lesson From…

Rudi’s View: Why Worry?

Jan 28 2021

In this week's Weekly Insights: -Why Worry?-Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Why Worry? As reported in earlier updates,…

Share Market Outlook 2021: Swings & Roundabouts

Jan 21 2021

In today's Weekly Insights (the first in 2021): -Share Market Outlook 2021: Swings & Roundabouts-Conviction Calls By Rudi Filapek-Vandyck, Editor…

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Rudi On TV

-Regular appearances on AusbizTV:

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

-Friday, noon-1pm, The Call (fortnightly)

-Less regular appearances on Spotee on TickerTV and on SwitzerTV

Rudi On Tour In 2021

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

Currently preparing an online webinar for FNArena subscribers and investors on Monday, Feb 8. More info to follow

Latest News

1
Crafting Opportunities One Chug At A Time

11:57 AM - Weekly Reports
2
Bank Outperformance Ends, But Fear Not

11:32 AM - Australia
3
ASX200: Broken Free

10:56 AM - Technicals
4
Uranium Week: Cameco Plans Mine Restart

10:28 AM - Weekly Reports
5
Magellan Becalmed

10:00 AM - Australia

Most Popular

1
Westpac, The Dud Among Australian Banks?

Mar 31 2021 - Australia
2
Rudi’s View: CSL, The Answers

Apr 01 2021 - Rudi's View
3
Fortescue: Recovery Underway?

Mar 30 2021 - Technicals
4
Uranium Week: Uranium Price Rise Forecast

Apr 07 2021 - Weekly Reports
5
Uranium Week: Uranium Price Drivers

Mar 23 2021 - Weekly Reports
6
Rudi’s View: Telstra, CSL, Xero & Charter Hall

Apr 09 2021 - Rudi's View