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 Views: August 2023 – Winners & Losers

Sep 13 2023

By Rudi Filapek-Vandyck, Editor The proverbial cavalry storming over the hill this August reporting season in Australia were the discretionary…


Rudi’s View: Outlook Negative, With Plenty Of Silver Linings

Sep 06 2023

In this week's Weekly Insights: -Outlook Negative, With Plenty Of Silver Linings-Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor…


Rudi’s View: Resilience Shines, Forecasts Slide

Aug 23 2023

In this week's Weekly Insights: -Resilience Shines, Forecasts Slide-No Weekly Insights Next Week By Rudi Filapek-Vandyck, Editor August Signals: Resilience…


Rudi’s View: August Results – Early Observations

Aug 16 2023

August Results: Early Observations By Rudi Filapek-Vandyck, Editor From a general market sentiment perspective, the importance of the financial performance…


Rudi Interviewed: Have Cash, Can Be Patient

Aug 10 2023

It has become the 'unofficial' tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…


Rudi’s View: Helia, Hub24, Judo, QBE, ResMed, Santos, Telstra & Xero

Aug 09 2023

In this week's Weekly Insights: -Healthy Health, Wealthy Wealth-August Results: Early Observations-Conviction Calls and Best Ideas-FNArena Talks (2x) By Rudi Filapek-Vandyck,…


Rudi’s View: Awaiting The August Verdict

Aug 02 2023

In this week's Weekly Insights: -Awaiting The August Verdict-Conviction Calls and Best Ideas By Rudi Filapek-Vandyck, Editor Awaiting The August…


Rudi’s View: ARB, Corporate Travel, Goodman Group, NextDC, Orora, Worley & Xero

Jul 26 2023

In this week's Weekly Insights: -Opportunities With A Five Year Horizon-Company Reports: Early Trends-Company Reports: Inflation-Company Reports: Conviction-Company Reports: Technology…


Rudi’s View: Low Expectations Not Low Enough?

Jul 19 2023

In this week's Weekly Insights: -Master & Servants; Bonds vs Equities-Earnings Forecasts: Low Expectations Not Low Enough?-Conviction Calls & Best…


Rudi’s View: FY23 Returns – Details Matter

Jul 12 2023

In this week's Weekly Insights: -Earnings Forecasts: Slip Slidin' Away-FY23 Returns: Details Matter-Small Caps In Focus By Rudi Filapek-Vandyck, Editor…


Rudi On TV

-Regular appearances on AusbizTV:

-Twice each month on The Call, noon-1pm

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

-Less regular appearances on SwitzerTV

Rudi On Tour In 2023

Online seems the way to go, for the time being.