Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 17, 2017

He likes this company. They have the largest market share of the Macau gaming area, and the Chinese love to gamble. The company is very well positioned. There are concerns as to access to cash, access to credit; but as those stabilize, this company’s business can stabilize. Over the long haul, this is a nice place to be.

He likes this company. They have the largest market share of the Macau gaming area, and the Chinese love to gamble. The company is very well positioned. There are concerns as to access to cash, access to credit; but as those stabilize, this company’s business can stabilize. Over the long haul, this is a nice place to be.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$92.340
Owned
Unknown
BUY
BUY
January 17, 2017

This is your classic bond surrogate. Between AT&T and Verizon (VZ-N), it is almost a duopoly. Pays an excellent dividend of close to 5%, and trades at a very reasonable valuation. Thinks their merger with Time Warner will go through and make them stronger.

A T & T US (T-N)
January 17, 2017

This is your classic bond surrogate. Between AT&T and Verizon (VZ-N), it is almost a duopoly. Pays an excellent dividend of close to 5%, and trades at a very reasonable valuation. Thinks their merger with Time Warner will go through and make them stronger.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$41.110
Owned
Unknown
COMMENT
COMMENT
January 17, 2017

Prudential (PRU-N), Metropolitan Life (MET-N) or a US bank? He likes financials for the long haul. The only group that has not fully recovered from the 2008 downturn. However, there has been a tremendous run up since the election on the hopes for higher interest rates because of stronger growth from some of the Trump policies and less regulations. He likes them both. They are both trading close to BV. However, insurance is becoming more and more of a commodity business, so he thinks he would give a little edge to MetLife for being bigger. Currently he likes the life insurers because the banks have run up so much.

Prudential (PRU-N), Metropolitan Life (MET-N) or a US bank? He likes financials for the long haul. The only group that has not fully recovered from the 2008 downturn. However, there has been a tremendous run up since the election on the hopes for higher interest rates because of stronger growth from some of the Trump policies and less regulations. He likes them both. They are both trading close to BV. However, insurance is becoming more and more of a commodity business, so he thinks he would give a little edge to MetLife for being bigger. Currently he likes the life insurers because the banks have run up so much.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$103.920
Owned
Unknown
COMMENT
COMMENT
January 17, 2017

Prudential (PRU-N), Metropolitan Life (MET-N) or a US bank? He likes financials for the long haul. The only group that has not fully recovered from the 2008 downturn. However, there has been a tremendous run up since the election on the hopes for higher interest rates because of stronger growth from some of the Trump policies and less regulations. He likes them both. They are both trading close to BV. However, insurance is becoming more and more of a commodity business, so he thinks he would give a little edge to this one for being bigger. Currently he likes the life insurers because the banks have run up so much.

Metlife (MET-N)
January 17, 2017

Prudential (PRU-N), Metropolitan Life (MET-N) or a US bank? He likes financials for the long haul. The only group that has not fully recovered from the 2008 downturn. However, there has been a tremendous run up since the election on the hopes for higher interest rates because of stronger growth from some of the Trump policies and less regulations. He likes them both. They are both trading close to BV. However, insurance is becoming more and more of a commodity business, so he thinks he would give a little edge to this one for being bigger. Currently he likes the life insurers because the banks have run up so much.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$53.550
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
January 17, 2017

A classic meat and potatoes company, and a wonderful long term hold. They have some great niches, including their traditional boiler business. Have branched out overseas, giving them great long-term growth potential. He is a bit cautious on industrials right now. They, along with energy and financials, have really rocketed post the election on hopes of a better economy. If he saw a significant pullback in this quality company, he would be looking to take positions at that time.

A.O. Smith (AOS-N)
January 17, 2017

A classic meat and potatoes company, and a wonderful long term hold. They have some great niches, including their traditional boiler business. Have branched out overseas, giving them great long-term growth potential. He is a bit cautious on industrials right now. They, along with energy and financials, have really rocketed post the election on hopes of a better economy. If he saw a significant pullback in this quality company, he would be looking to take positions at that time.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$47.590
Owned
Unknown
COMMENT
COMMENT
January 17, 2017

As a private equity conglomerate with hedge funds, etc., there is a lot of leverage in this business. If borrowing rates go up, that could impact profitability. Also, volatility may not help their business. Trading at a very reasonable valuation and offers a good payout. This is sensitive to interest rates.

KKR & Co. LP (KKR-N)
January 17, 2017

As a private equity conglomerate with hedge funds, etc., there is a lot of leverage in this business. If borrowing rates go up, that could impact profitability. Also, volatility may not help their business. Trading at a very reasonable valuation and offers a good payout. This is sensitive to interest rates.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$17.230
Owned
Unknown
COMMENT
COMMENT
January 17, 2017

Great company and has done a wonderful job over the decades, morphing from an old-line glass company into something that is really in the Tech mainstream. To the extent that there are some deemed protectionist policies promoted by Trump, he wonders what that does to a company like this, because so much of their business is global. There could be some real volatility.

Corning Inc (GLW-N)
January 17, 2017

Great company and has done a wonderful job over the decades, morphing from an old-line glass company into something that is really in the Tech mainstream. To the extent that there are some deemed protectionist policies promoted by Trump, he wonders what that does to a company like this, because so much of their business is global. There could be some real volatility.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$24.190
Owned
Unknown