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: Osteopore, Whitehaven Coal and Telstra

Dear time-poor reader: a lifesciences conference, a stern warning, secular growth stocks and Conviction Calls In this Rudi's View update: -Lots Of Chutzpah…

Dec 06 2019

Next Year Will Be Different

Next Year Will Be Different By Rudi Filapek-Vandyck, Editor FNArena MFS strategist Robert Almeida summarised it best in his latest reflections:…

Dec 05 2019

Time To Diversify The Portfolio?

Dear time-poor reader: Quality has proved the absolute winner in Australian equities, but has the time come to diversify through…

Nov 28 2019

Rudi’s View: Rotation, Dividends & Money 3

Dear time-poor reader: strategists are increasingly advocating investors adopt a bias towards cheaper "Value" stocks, plus dividends are growing globally,…

Nov 22 2019

Rudi's Previous Views

Is It Rotation Or Risk We Should Worry About?

Nov 21 2019

Dear time-poor reader: Amidst forecasts for share market outperformance by cheaper 'Value' stocks, investors in Australia better watch out for…

Rudi’s View: Newcrest, AP Eagers & Speedcast

Nov 15 2019

Dear time-poor reader: Preview to S&P December index re-weighting and long term trends reflected in index changes In this week's Weekly…

Positive Momentum Continues For CSL

Nov 14 2019

Dear time-poor reader: why CSL continues enjoying upward momentum plus further updates on broker Conviction Calls In this week's Weekly…

Rudi’s View: Focus On Quality Yield

Nov 08 2019

Dear time-poor investor: what is the best way to invest in equities for regular income? In this week's Weekly Insights…

Market Rotation? It’s Complicated

Nov 07 2019

Dear time-poor reader: why is the Value rotation not working so well in Australia? Plus Conviction Calls and the Fortescue…

On Dividend Alert

Oct 31 2019

The story below was written on invitation by the Australian Shareholders' Association (ASA) and was published in this month's edition…

25 Years CSL: What Can We Learn?

Oct 24 2019

Dear time-poor reader: what can investors learn from 25 years of CSL on the ASX? In this week's Weekly Insights:…

Rudi’s View: Uncorrelated Yield & More Conviction Calls

Oct 18 2019

Dear time-poor reader: more research on ASX-listed uncorrelated yield options, and more Conviction Calls from stockbrokers. In this week's Weekly Insights…

Does (Lack Of) Substance Mean (Lack Of) Momentum?

Oct 17 2019

Dear time-poor reader: the real question to ask might not be what is the outlook for equities, but rather for…

Rudi’s View: MNF, REA Group & Afterpay Touch

Sep 27 2019

In this week's Weekly Insights (this is Part Two): -Market Rotations Are Not The Key Message -No Weekly Insights For…

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Rudi On TV

Nothing scheduled at this point in time

Rudi On Tour In 2020

-ASA Hunter Region, near Newcastle, May 25

Latest News

1
Material Matters: Resources In 2020

Dec 12 2019 - Commodities
2
The Short Report – 12 Dec 2019

Dec 12 2019 - Weekly Reports
3
Australian Corporate Bond Price Tables – 12-12-19

Dec 12 2019 - Weekly Reports
4
2020 Outlook: Australia

Dec 12 2019 - Feature Stories
5
The Overnight Report: Fed Says The Right Things

Dec 12 2019 - Daily Market Reports

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Uranium Week: Everyone Wants In

Dec 03 2019 - Weekly Reports
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Australian Banks: More Dividend Cuts To Come

Nov 29 2019 - Feature Stories
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Qantas Sets Ambitious Targets

Nov 21 2019 - Australia
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Rudi’s View: Rotation, Dividends & Money 3

Nov 22 2019 - Rudi's View
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Rudi’s View: Osteopore, Whitehaven Coal and Telstra

Dec 06 2019 - Rudi's View
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Uranium Week: Buyers Scramble

Nov 20 2019 - Weekly Reports