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: Domino’s Pizza, Newcrest & Qantas

A roundup on Model Portfolio changes, investment strategies, Best Ideas and favourite equity exposures. By Rudi Filapek-Vandyck, Editor Model Portfolios at…

Mar 17 2023

Rudi’s View: Fear & Greed (Rinse & Repeat)

In this week's Weekly Insights: -Fear & Greed (Rinse & Repeat)-February Results: Final Notes & Observations By Rudi Filapek-Vandyck, Editor…

Mar 15 2023

Rudi’s View: February Trends, Winners, Signals & Losers

In this week's Weekly Insights: -February Trends, Winners, Signals & Losers-Advice From The Best: Klarman & Buffett-Research To Download By…

Mar 08 2023

Rudi’s View: February’s Sobering Reality Check

In This week's Weekly Insights: -February's Sobering Reality Check-Research To Download By Rudi Filapek-Vandyck, Editor FNArena February's Sobering Reality Check…

Mar 01 2023

Rudi's Previous Views

Rudi’s View: M&A Targets – Who’s Next?

Feb 22 2023

In this week's Weekly Insights: -M&A Targets – Who's Next?-February: Brutal And Underwhelming, So Far-Research To Download By Rudi Filapek-Vandyck,…

Rudi Interviewed: Tough February

Feb 16 2023

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

Rudi’s View: February Focus On Resilience & Dividends

Feb 15 2023

In this week's Weekly Insights: -February: Focus On Resilience & Dividends-February Results Thus Far-Corporate Australia Showing Resilience-Commodities –  Lithium &…

Rudi’s View: AUB Group, Endeavour, Lottery Corp & Suncorp

Feb 10 2023

Analysts’ and share market strategists’ favourites and Conviction Calls ahead of the February reporting season

Rudi’s View: Guide To February Results Season

Feb 08 2023

By Rudi Filapek-Vandyck, Editor As I traditionally like to remind investors: every corporate results season has its own character and…

Rudi’s View: CSL, Mineral Resources, Ridley & ReadyTech

Feb 03 2023

Analysts’ and share market strategists’ favourites and Conviction Calls ahead of the February reporting season

Rudi’s View: 2023 Will Be Different

Feb 01 2023

In this week's Weekly Insights: -2023 Will Be Different-FNArena Market Indicators-FNArena Talks-Change In 2023 By Rudi Filapek-Vandyck, Editor FNArena 2023 Will…

Rudi’s View: Telix, Telstra, Treasury Wine & More

Jan 19 2023

Analysts and market strategists have updated their conviction ideas for the year ahead

Rudi’s View: Regrets, 2022 Delivered A Few

Dec 01 2022

In this week's Weekly Insights: -Final Weekly Insights For 2022-Regrets, 2022 Delivered A Few-Conviction Calls By Rudi Filapek-Vandyck, Editor Final…

Rudi’s View: Preparing For Bear Phase II

Nov 24 2022

In this week's Weekly Insights: -Preparing For Bear Phase II-Conviction Calls-Research To Download-AIA Investor Day In Sydney By Rudi Filapek-Vandyck,…

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Rudi On TV

-Regular appearances on AusbizTV:

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

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

-Less regular appearances on SwitzerTV

Rudi On Tour In 2021

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

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