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: Gold, Conviction Calls & Early Results

Dear time-constraint investor: uncertainty remains, while gold will surprise the many fans, and conviction calls changes ahead of the August…

Aug 13 2020

Rudy’s View: August 2020, Nothing Like The Past

FNArena’s Corporate Results Monitor is keeping track of company results this month: https://www.fnarena.com/index.php/reporting_season/ In this week’s Weekly Insights: -August 2020:…

Aug 06 2020

Rudi’s View: Coming Soon, The August Reporting Season

In this week's Weekly Insights: -Coming Soon: The August Reporting Season-A Deeply Frustrated Fund Manager Coming Soon: The August Reporting…

Jul 30 2020

Rudi’s View: Forecasts, Not Valuations

Dear time-poor investor: are share markets egregiously overvalued? Is Biden as President a problem? Can Telstra create value through structural separation?…

Jul 23 2020

Rudi's Previous Views

Rudi’s View: Infomedia, MNF Group & BHP

Jul 17 2020

In Part Two of this week’s Weekly Insights: -Conviction Calls-FNArena Talks Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena The August reporting…

Rudi’s View: What’s Wrong With CSL?

Jul 16 2020

Dear time-poor investor: the debate continues about what to expect from economies and equities in the year(s) ahead, plus a…

Class of 2020

Jul 09 2020

Dear time-poor investor: the bull market of 2020 has created a whole new generation of enthusiastic share market participants –Class…

Lessons Learned From 5.5 Years Of All-Weather Portfolio

Jul 02 2020

Lessons Learned From 5.5 Years All-Weather Portfolio By Rudi Filapek-Vandyck, Editor FNArena Excluding any unforeseen calamities with the June 30…

Rudi’s View: Price Targets Can Be Your Friend

Jun 25 2020

Dear time-poor investor: stockbroker price targets can be a handy tool for investors, when treated with intelligence and experience –Price…

Rudi’s View: Value Stocks & Conviction Calls

Jun 19 2020

In today's Rudi's View: -‘Swoosh’ They Said-V Means Value-Value Means Australia-Morgans’ Model Portfolios-Buying On Weakness-The Next Mini-Cycle-Soon: The Central Bank…

Momentum Swings Now Maketh The Market

Jun 18 2020

Dear time-poor investor: as investor enthusiasm has temporarily run out of breath, not every ASX-listed stock is treated equally -Momentum…

Rudi’s View: ABC Of Equities Recovery Rally

Jun 04 2020

Dear time-poor investor: if this week’s data insights don’t surprise you then I don’t know what will In this week's…

Rudi’s View: Two Poles Apart

May 28 2020

Dear time-poor investor: the share market remains split in two opposing baskets In this week's Weekly Insights: -Two Poles Apart-REITs in…

In Search Of The Dividend Sweet Spot

May 21 2020

Dear time-poor investor: new research by Morgan Stanley has identified ASX sweet spots for dividend-oriented investors In Search Of The Dividend…

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Rudi On TV

-Regular appearances on AusbizTV:

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

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

-Less regular appearances on Spotee on TickerTV and on SwitzerTV

Rudi On Tour In 2020

-webinar CPA SMSF Discussion Group, Sep 16

-webinar ASA, Sep 22

Latest News

1
Weekly Top Ten News Stories – 14 August 2020

11:31 AM - Weekly Reports
2
BPH Energy Identifies Revised Drill Target At Baleen

11:19 AM - FYI
3
Next Week At A Glance – 17-21 Aug 2020

10:49 AM - Weekly Reports
4
Seek Reassures Market Re Current Strategy

10:30 AM - Australia
5
Material Matters: Zinc & East Coast Gas

10:00 AM - Commodities

Most Popular

1
Rudi’s View: What’s Wrong With CSL?

Jul 16 2020 - Rudi's View
2
Rudi’s View: Infomedia, MNF Group & BHP

Jul 17 2020 - Rudi's View
3
Appen’s Performance Continues To Impress

Jul 27 2020 - Australia
4
Sixteen Stocks I’ll Be Buying Soon

Aug 04 2020 - FYI
5
Rudi’s View: Forecasts, Not Valuations

Jul 23 2020 - Rudi's View
6
Material Matters: Copper, Gold & Iron Ore

Aug 03 2020 - Commodities