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 Previous Views

The Triumph Of Quality

Jul 11 2018

In this week's Weekly Insights (published in two parts): -The Triumph Of Quality -Share Market Sweet Spot -Conviction Calls -Rudi…


Rudi’s View: CSL, ResMed, And Ramsay Health Care

Jul 05 2018

In this week's Weekly Insights (this is Part Two): -Oil Becomes The New Defensive -Conviction Calls -Playing The Odds -Rudi On…


Oil Becomes The New Defensive

Jul 04 2018

In this week's Weekly Insights (published in two parts): -Oil Becomes The New Defensive –Conviction Calls –Playing The Odds -Rudi On…


Safe Haven Shelter In A Dichotomising World

Jun 27 2018

In this week's Weekly Insights: -Safe Haven Shelter In A Dichotomising World -Conviction Calls -Rudi On TV -Rudi On Tour Safe…


Rudi’s View: Scentre Group, Origin Energy & Cleanaway

Jun 21 2018

In this week's Weekly Insights (this is part two): –Finding Opportunities In A Heavily Polarised Market -Growth Or Weakness? -Conviction…


Finding Opportunities In A Heavily Polarised Market

Jun 20 2018

In this week's Weekly Insights (published in two parts): -Finding Opportunities In A Heavily Polarised Market -Growth Or Weakness? –Conviction…


Aussie Equities: Where Is True Value?

Jun 06 2018

In this week's Weekly Insights: -Aussie Equities: Where Is True Value? -No Weekly Insights Next Week -Rudi Talks -Rudi On…


Rudi’s View: The FAANG Stocks Of Australia

May 31 2018

In this week's Weekly Insights (this is Part Two): –Value Versus Growth – The Uncomfortable Truth –Conviction Calls (1) –Compare…


Value Versus Growth – The Uncomfortable Truth

May 30 2018

In this week's Weekly Insights (published in two parts: -Value Versus Growth – The Uncomfortable Truth -Conviction Calls (1) -Compare…


Rudi’s View: Housing Finance Growth, The Australian Canary?

May 24 2018

In this week's Weekly Insights (this is Part Two): -Crude Oil, The One To Watch -FIIG High Yield Conference: Get…


Rudi On TV

Scheduled appearances for the week Monday 17 - Friday 21 September 2018:

-Tuesday, 11.15am, Skype-link to discuss broker calls

-Thursday, noon-2pm

Rudi On Tour In 2018

-AIA presentation Chatswood, NSW on 10 October

-ATAA presentation Sydney, NSW on 18 October

-AIA Celebrity Lunch, Brisbane, on November 3