Opinions by David Dietze | StockChase
130
David Dietze

Founder, Pres. & Chief Investment Strategist

ON STOCKCHASE SINCE Jan 2017

Point View Wealth Management


Opinions by David Dietze


Signal Opinion Expert Chart
COMMENT
General Market Comment 

April 27, 2018

Market. He thinks we have a new head wind this year – the threat of inflation and risk of higher interest rates.  Consumers’ biggest asset is their home and real estate, so this is causing some concern.  The good news is that valuations are nowhere near those of the late 1990s before the tech bubble bust.    

Market. He thinks we have a new head wind this year – the threat of inflation and risk of higher interest rates.  Consumers’ biggest asset is their home and real estate, so this is causing some concern.  The good news is that valuations are nowhere near those of the late 1990s before the tech bubble bust.    

Unknown
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$0.020
Owned Owned
_N/A

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BUY

This drug distributor controls huge volumes of non-proprietary distribution networks.  There is uncertainty in health care generally however.  It is very inexpensive here.  He would consider buying at these levels. 

wholesale distributors

This drug distributor controls huge volumes of non-proprietary distribution networks.  There is uncertainty in health care generally however.  It is very inexpensive here.  He would consider buying at these levels. 

wholesale distributors
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$93.070
Owned Owned
Unknown

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HOLD
Aegon N.V.(AEG-N) 

April 27, 2018

A diversified financial services company.  Low interest rates in Europe make it even tougher for this sector to be successful.  It has never really recovered from the 2008 down turn and it trades below book value, he believes.  One of the problems is distinguishing themselves in a competitive market.  This is an acceptable investment, but not a stand out. 

Financial Services

A diversified financial services company.  Low interest rates in Europe make it even tougher for this sector to be successful.  It has never really recovered from the 2008 down turn and it trades below book value, he believes.  One of the problems is distinguishing themselves in a competitive market.  This is an acceptable investment, but not a stand out. 

Financial Services
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$7.330
Owned Owned
No

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TOP PICK
ASA Ltd.(ASA-N) 

April 27, 2018

With gold prices having retreated and with inflation in the air, gold is a great hedge for all the “what ifs” out there.  This fund holds 35 different blue chips and the fund is currently trading at a 15% discount to the NAV of the holdings within it. 

investment companies/funds

With gold prices having retreated and with inflation in the air, gold is a great hedge for all the “what ifs” out there.  This fund holds 35 different blue chips and the fund is currently trading at a 15% discount to the NAV of the holdings within it. 

investment companies/funds
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$10.800
Owned Owned
Yes

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WATCH

The Amazon of China.  It is growing in leaps and bounds, controlling internet commerce.  You have to be careful on the valuation.   He would take a wait and see approach. 

The Amazon of China.  It is growing in leaps and bounds, controlling internet commerce.  You have to be careful on the valuation.   He would take a wait and see approach. 

0
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$177.160
Owned Owned
No

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WEAK BUY
Bank of America(BAC-N) 

April 27, 2018

It is one of the US premier banking enterprises and the new leader is doing a great job cutting costs.  The financial sector is still not at record high valuations, so there is still room to run.  Higher interest rates are good for them.  However, if short term rates become inverted then margins could get squeezed, since their funding is short term. 

banks

It is one of the US premier banking enterprises and the new leader is doing a great job cutting costs.  The financial sector is still not at record high valuations, so there is still room to run.  Higher interest rates are good for them.  However, if short term rates become inverted then margins could get squeezed, since their funding is short term. 

banks
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$30.150
Owned Owned
Unknown

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COMMENT
Blackstone Group LP(BX-N) 

April 27, 2018

The success of this will be driven by interest rates remaining reasonable and continued growth in the economy.  The MLP format changes will likely favour this one on balance. 

investment companies/funds

The success of this will be driven by interest rates remaining reasonable and continued growth in the economy.  The MLP format changes will likely favour this one on balance. 

investment companies/funds
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$30.830
Owned Owned
No

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WEAK BUY
CitiGroup(C-N) 

April 27, 2018

He likes them because the valuation is very reasonable.  It has a great global network, giving exposure to global economic growth.  They may look to unlock value by slowly selling off assets that do not create shareholder value.  He is in it for the long haul. 

insurance

He likes them because the valuation is very reasonable.  It has a great global network, giving exposure to global economic growth.  They may look to unlock value by slowly selling off assets that do not create shareholder value.  He is in it for the long haul. 

insurance
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$68.990
Owned Owned
Yes

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COMMENT

They help build infrastructure for the chemical and energy sectors.  They were supposed to merge with a similar company to benefit from synergistic cost savings.  This is at risk to falling apart as private equity has come in to potentially take out the other entity exclusively.  He calls this a hold.

REAL ESTATE

They help build infrastructure for the chemical and energy sectors.  They were supposed to merge with a similar company to benefit from synergistic cost savings.  This is at risk to falling apart as private equity has come in to potentially take out the other entity exclusively.  He calls this a hold.

REAL ESTATE
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$14.340
Owned Owned
No

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HOLD
Cisco(CSCO-Q) 

April 27, 2018

He likes this company with one of the fastest growing dividends in the tech group and it has good valuations.  There are fierce competitors out there however.  It is legacy tech and good to continue to hold. 

electrical/electronic

He likes this company with one of the fastest growing dividends in the tech group and it has good valuations.  There are fierce competitors out there however.  It is legacy tech and good to continue to hold. 

electrical/electronic
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$44.710
Owned Owned
Unknown

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TOP PICK
CVS Health Corp(CVS-N) 

April 27, 2018

He likes the health care sector and improving demographics.  This is one of the leading drug store chains in the US and has the scale to keep costs down.  It has reached an agreement to buy AETNA to help vertically integrate them into insurance.  It trades at a great valuation of 10 times earnings and has a payout ratio of only 30%.   Yield 2.9%.  (Analysts’ price target is $88.10 )

specialty stores

He likes the health care sector and improving demographics.  This is one of the leading drug store chains in the US and has the scale to keep costs down.  It has reached an agreement to buy AETNA to help vertically integrate them into insurance.  It trades at a great valuation of 10 times earnings and has a payout ratio of only 30%.   Yield 2.9%.  (Analysts’ price target is $88.10 )

specialty stores
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$69.950
Owned Owned
Yes

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PAST TOP PICK
Chevron Texaco(CVX-N) 

April 27, 2018

(A Top Pick September 5/17 Up 17%)   Investors are probably liking this better than Exxon (XOM-N), due to its cost cutting measures and development of LNG in Australia. 

integrated oils

(A Top Pick September 5/17 Up 17%)   Investors are probably liking this better than Exxon (XOM-N), due to its cost cutting measures and development of LNG in Australia. 

integrated oils
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$126.620
Owned Owned
Yes

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WEAK BUY
Walt Disney(DIS-N) 

April 27, 2018

They hold world-class properties.  The bad news is ESPN cannot get the same fees from cable companies like they used to.  They live and die on the latest production and it is not easy to hit home runs consistently.  However, with the current valuation he would add to any holdings at these levels. 

entertainment services

They hold world-class properties.  The bad news is ESPN cannot get the same fees from cable companies like they used to.  They live and die on the latest production and it is not easy to hit home runs consistently.  However, with the current valuation he would add to any holdings at these levels. 

entertainment services
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$99.230
Owned Owned
No

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HOLD
DowDuPont Inc.(DWDP-N) 

April 27, 2018

He thinks over the next two years there is likely a major break up coming of the company into separate entities, which should unlock overall value.  If there is continuing growth in the global economy this will help as well.

chemicals

He thinks over the next two years there is likely a major break up coming of the company into separate entities, which should unlock overall value.  If there is continuing growth in the global economy this will help as well.

chemicals
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$64.320
Owned Owned
Unknown

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PAST TOP PICK
General Electric(GE-N) 

April 27, 2018

(A Top Pick September 5/17 Down 41%)   It has been a heart breaker, despite being the second largest holding by retail investors.  The market cap loss last year has exceeded that of Bear-Sterns and Leeman combined.  He is doubling down on his investment based on their recent earnings.  It is still the 13th largest revenue generating company in the US.  It is just a question of their focus.  Going forward it is trading at less than 1 times revenue, so there is upside.  Yield 3.3%. 

electrical/electronic

(A Top Pick September 5/17 Down 41%)   It has been a heart breaker, despite being the second largest holding by retail investors.  The market cap loss last year has exceeded that of Bear-Sterns and Leeman combined.  He is doubling down on his investment based on their recent earnings.  It is still the 13th largest revenue generating company in the US.  It is just a question of their focus.  Going forward it is trading at less than 1 times revenue, so there is upside.  Yield 3.3%. 

electrical/electronic
David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$14.380
Owned Owned
Yes

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