Stock Opinions by David Dietze - Stockchase Experts
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David Dietze

On Stockchase since : Jan 2017

Founder, Pres. & Chief Investment Strategist at Point View Wealth Management

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Stock Opinions by David Dietze - Stockchase Experts

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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.    

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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.    

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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$0.020
Owned Owned
_N/A

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DON'T BUY
Yum! Brands(YUM-N) 

April 27, 2018

It is a great company, but for him it is too expensive at 5.7 times sales.  He prefers Chipotle (CHP-N) at 2.5 times sales. 

food services
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It is a great company, but for him it is too expensive at 5.7 times sales.  He prefers Chipotle (CHP-N) at 2.5 times sales. 

food services
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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$87.050
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
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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
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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$30.150
Owned Owned
Unknown

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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
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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
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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$64.320
Owned Owned
Unknown

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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
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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
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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$68.990
Owned Owned
Yes

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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
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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
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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$93.070
Owned Owned
Unknown

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WEAK BUY

He is positive over the next 18 months, but you have to be confident in the energy sector.  After years of disinvestment in the sector and as oil prices creep higher, he thinks this company will benefit. 

oil/gas field services
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He is positive over the next 18 months, but you have to be confident in the energy sector.  After years of disinvestment in the sector and as oil prices creep higher, he thinks this company will benefit. 

oil/gas field services
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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$2.950
Owned Owned
Unknown

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BUY
ING Groep NV(ING-N) 

April 27, 2018

He is positive on them with the rising interest rate scenario and thinks it is trading below book value.  If you think the global economy is going to continue, this is well leveraged to that recovery. 

investment companies/funds
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He is positive on them with the rising interest rate scenario and thinks it is trading below book value.  If you think the global economy is going to continue, this is well leveraged to that recovery. 

investment companies/funds
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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$16.830
Owned Owned
Yes

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BUY
Johnson & Johnson(JNJ-N) 

April 27, 2018

This is one of the “bluest” blue chip with a AAA credit rating.  Consumer staples companies have had a tough time this year.  It is a fabulous company and has several levers it could pull to unlock value.  It is a good defensive investment with a good yield. 

biotechnology/pharmaceutical
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This is one of the “bluest” blue chip with a AAA credit rating.  Consumer staples companies have had a tough time this year.  It is a fabulous company and has several levers it could pull to unlock value.  It is a good defensive investment with a good yield. 

biotechnology/pharmaceutical
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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$128.270
Owned Owned
Yes

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BUY
IBM(IBM-N) 

April 27, 2018

He would be a buyer here, although it is not his highest rated pick.  There are a lot of growth drivers, but it needs new leadership to consider breaking this into separate entities.  It is only 11 times earnings and has a good dividend yield. 

electrical/electronic
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He would be a buyer here, although it is not his highest rated pick.  There are a lot of growth drivers, but it needs new leadership to consider breaking this into separate entities.  It is only 11 times earnings and has a good dividend yield. 

electrical/electronic
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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$146.480
Owned Owned
No

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BUY
Western Digital(WDC-Q) 

April 27, 2018

 He has been cautious on tech generally as there has been so much money going into the sector.  The valuation is still cheap, but getting towards higher levels and recent earnings did not prove up these metrics.  He would look to add to his position on this pullback. 

computer software/processing
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 He has been cautious on tech generally as there has been so much money going into the sector.  The valuation is still cheap, but getting towards higher levels and recent earnings did not prove up these metrics.  He would look to add to his position on this pullback. 

computer software/processing
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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$80.880
Owned Owned
Yes

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COMMENT
KKR & Co. LP(KKR-N) 

April 27, 2018

This financial services firm has billions under management in private funds.  It depends on your outlook on interest rates and the economy.  If the overall financial sector continues to grow you will do well here. 

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This financial services firm has billions under management in private funds.  It depends on your outlook on interest rates and the economy.  If the overall financial sector continues to grow you will do well here. 

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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$20.860
Owned Owned
No

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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
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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
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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$30.830
Owned Owned
No

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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. 

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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. 

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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$177.160
Owned Owned
No

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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
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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
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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$7.330
Owned Owned
No

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