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

In this week's Weekly Insights (published in two parts): -Crucial Question: Is It 1995 or 2007? -Conviction Calls -Gold Stocks: Winners…

10:00 AM

In this week's Weekly Insights (this is Part Two): -A Confirmation From Aussie Banks -What's There To Worry? -Conviction Calls…

Jun 21 2019


In this week's Weekly Insights (published in two parts): -A Confirmation From Aussie Banks -What's There To Worry? -Conviction Calls…

Jun 20 2019

In this week's Weekly Insights: -The One That Got Away From Morgan Stanley -No Weekly Insights Next Week -Conviction Calls…

Jun 06 2019


Rudi's Previous Views

Rudi’s View: Citadel, Stockland & Expert Warnings

May 31 2019

In this week's Weekly Insights (this is Part Two): –Conviction Calls, Part I -In Quality We Trust –Conviction Calls, Part…


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…


Rudi’s View: Link Admin, Clinuvel Pharma & Altium

May 17 2019

In this week's Weekly Insights (this is Part Two): -All About Dividends –Royal Commission: Ongoing Impact -Quote Of The Week…


All About Dividends

May 16 2019

In this week's Weekly Insights (published in two parts): –All About Dividends -Royal Commission: Ongoing Impact -Quote Of The Week…


Rudi’s View: Charter Hall, Lendlease & Pengana

May 10 2019

In this week's Weekly Insights (this is Part Two): –Value & The Eye Of The Beholder –Conviction Calls -Helping Pengana…


Value & The Eye Of The Beholder

May 09 2019

In this week's Weekly Insights (published in two parts): -Value & The Eye Of The Beholder -Conviction Calls –Helping Pengana…


Late April 2019: Selected Charts

May 02 2019

In this week's Weekly Insights: -Late April 2019: Selected Charts -Orora And Xero -Rudi On TV -Rudi On Tour -Rudi…


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: Retail REITs, Resources, And Lynas

Apr 12 2019

In this week's Weekly Insights (this is Part Two): -Cautious, Cashed Up, Looking For Direction -Not The End, Says Prudential…


Cautious, Cashed Up, Looking For Direction

Apr 11 2019

In this week's Weekly Insights (published in two parts): –Cautious, Cashed Up, Looking For Direction -Not The End, Says Prudential…


Rudi On TV

Nothing scheduled at this point in time

Rudi On Tour In 2019

-AIA National Conference, Gold Coast, Qld, 28-31 July

-AIA and ASA, Perth, WA, October 1