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

Rudi’s View: Ramsay Health Care, Xero And Computershare

Apr 12 2018

In this week’s Weekly Insights (this is Part Two): -Looking For Answers -Conviction Calls -Rudi On TV -Rudi On Tour…


Looking For Answers

Apr 11 2018

In this week's Weekly Insights (published in two separate parts): –Looking For Answers -Conviction Calls –Rudi On TV –Rudi On…


What Chance Of A Big Correction?

Mar 21 2018

In this week's Weekly Insights (published in one single edition this week): -What Chance Of A Big Correction? -No Weekly…


Rudi’s View: Cleanaway Waste, JB Hi-Fi & Boral

Mar 15 2018

In this week's Weekly Insights (this is part two): -Have You Been Paying Attention? -More Snippets Post Feb Reporting Season -Conviction…


Have You Been Paying Attention?

Mar 14 2018

In this week's Weekly Insights (published in two separate parts): -Have You Been Paying Attention? –More Snippets Post Feb Reporting Season…


Rudi’s View: CSL, Melbourne IT, Origin Energy

Mar 08 2018

In this week's Weekly Insights (published in two separate parts): -The Battlelines Are Drawn –February 2018 Reporting Season Review -Conviction…


February 2018 Reporting Season Review

Mar 07 2018

In this week's Weekly Insights (published in two separate parts): -The Battlelines Are Drawn -February 2018 Reporting Season Review -Conviction…


Reporting Season, And A Warning

Feb 21 2018

In this week's Weekly Insights (published in one part this week): -Reporting Season, And A Warning -No Weekly Insights Next…


Rudi’s View: RBA Dilemma Between Tight Labour And Debt

Feb 15 2018

In this week's Weekly Insights (this is part two): –Panic Not Invited –Buy Restructuring Stories –Conviction Calls: Wilsons, Macquarie, FNArena's…


Panic Not Invited

Feb 14 2018

In this week's Weekly Insights (published in two separate parts): -Panic Not Invited -Buy Restructuring Stories -Conviction Calls: Wilsons, Macquarie,…


Rudi On TV

Scheduled appearances for the week Monday 18 June - Friday 22 June 2018:

-Tuesday, 11.15am, Sky Business, via Skype

-Thursday, noon-2pm, Sky Business

-Friday, 11am, Sky Business, via Skype

Rudi On Tour In 2018

-ATAA presentation Newcastle, NSW 14 July

-AIA National Conference, 29 July-1 Aug, Gold Coast, QLD

-ASA presentation Canberra, 3 August

-ASA presentation Wollongong, NSW on 11 September

-AIA presentation Chatswood, NSW on 10 October