Between 2011 and 2015 Rudi consistently maintained investors were better off avoiding exposure to commodities and to commodities stocks. Rudi's View | Jan 29 2026Updates on Conviction Calls, Best Buys and most favoured sector picks for the February results season, including those likely to 'miss' and best to avoid. Wilsons highlights seven out of nine industrials sectors are experiencing net downgrades to forecasts. In the words of Wilsons: "We expect upgrades to be rewarded while downgrades are likely to be disproportionately punished by investors". , Wilsons suggests both Car Group ((CAR)) and REA Group ((REA)) appear well-positioned for relief rallies... assuming either can deliver upgrades to consensus forecasts.