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: Goodman Group, CBA And Tyro Payments

In this week's  Weekly Insights: -A Seismic Shift-Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena  A Seismic Shift If you are…

Jun 10 2021

Rudi’s View: How To Protect Against Inflation

In this week's Weekly Insights: -How To Protect Against Inflation-Tech Might Require More Patience-S&P June Index Rebalancing-Conviction Calls-Research To Download-Morgans…

Jun 03 2021

Rudi’s View: Investing In Quality & Growth; A Journey

This story contained a mathematical error when mailed out to subscribers late on Monday. That error has been corrected in…

May 27 2021

Rudi’s View: Collins Foods, Rio Tinto and Aurizon

In this week's Weekly Insights: -June Index Rebalancing-Inflation Is The 2021 Grand Debate-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor…

May 20 2021

Rudi's Previous Views

Rudi’s View: Back To Pre-Covid Forecasts

May 13 2021

In this week's Weekly Insights: -Back To Pre-Covid Forecasts-Conviction Calls-Research To Download-All-Weather Stocks: My Research & The Model Portfolio By Rudi…

Rudi’s View: The Trend Remains Up

May 06 2021

In this week's Weekly Insights: -The Trend Remains Up-CSL Optimism Creeping Back In-Conviction Calls-FNArena Talks-Research To Download By Rudi Filapek-Vandyck,…

Rudi’s View: Analysts Versus Pessimists, The Battle Royale Of 2021?

Apr 29 2021

In this week's Weekly Insights: -Analysts Versus Pessimists: The Battle Royale Of 2021?-Icarus Explained: Charter Hall-Conviction Calls-Research To Download By…

Rudi’s View: More Upgrades, More Potential For Aussie Shares

Apr 22 2021

More Upgrades, More Potential For Aussie Shares By Rudi Filapek-Vandyck, Editor FNArena Back in early 2011, something odd was happening…

Rudi’s View: Inflation?

Apr 15 2021

In this week's Weekly Insights: -Inflation?-A Golden 'Value' Opportunity-One Giant Data Leap Forward For FNArena-Research To Download Inflation? By Rudi…

Rudi’s View: Telstra, CSL, Xero & Charter Hall

Apr 09 2021

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…

Rudi’s View: CSL, The Answers

Apr 01 2021

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

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

Mar 25 2021

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

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

Mar 18 2021

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

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

« Older Stories

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
The Wrap: Trade Deal, China, Demergers, Consumer Spending

Jun 18 2021 - Weekly Reports
2
Weekly Top Ten News Stories – 18 June 2021

Jun 18 2021 - Weekly Reports
3
Australian Broker Call *Extra* Edition – Jun 18, 2021

Jun 18 2021 - Daily Market Reports
4
Next Week At A Glance – 21-25 Jun 2021

Jun 18 2021 - Weekly Reports
5
ESG Focus: IEA Report; The Long Path To Net Zero Emissions

Jun 18 2021 - ESG Focus

Most Popular

1
Zip Co: Rebound Underway?

Jun 15 2021 - Technicals
2
Rudi’s View: Goodman Group, CBA And Tyro Payments

Jun 10 2021 - Rudi's View
3
Appen Steps Up Product Development

May 25 2021 - Australia
4
Expansion The Catch Cry At Wesfarmers

Jun 07 2021 - Australia
5
Rudi’s View: Investing In Quality & Growth; A Journey

May 27 2021 - Rudi's View
6
Material Matters: China, Coal And Iron Ore

Jun 15 2021 - Commodities