Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 17, 2017

This has basically split into 2, and he thinks that was wise corporate engineering, because investors are now going to be able to pick which part of this legacy they want to invest in. Thinks a lot of people are still digesting what the balance sheet looks like and what the outlook is. He doesn’t think they are overvalued.

Xerox (XRX-N)
January 17, 2017

This has basically split into 2, and he thinks that was wise corporate engineering, because investors are now going to be able to pick which part of this legacy they want to invest in. Thinks a lot of people are still digesting what the balance sheet looks like and what the outlook is. He doesn’t think they are overvalued.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$6.930
Owned
Unknown
COMMENT
COMMENT
January 17, 2017

This had a good 2016. The whole management team has done a wonderful job over the years of keeping the company in the right themes in the technology atmosphere. Also, they really have embraced the concept of returning money to shareholders. The rate of dividend growth, double-digit percentage, will probably continue. Dividend yield of 3.2%.

Qualcomm (QCOM-Q)
January 17, 2017

This had a good 2016. The whole management team has done a wonderful job over the years of keeping the company in the right themes in the technology atmosphere. Also, they really have embraced the concept of returning money to shareholders. The rate of dividend growth, double-digit percentage, will probably continue. Dividend yield of 3.2%.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$64.190
Owned
Unknown
COMMENT
COMMENT
January 17, 2017

A decent play on a healthcare rebound. This is really a triumvirate of 3. You have Amerisourcebergen (ABC-N), Mckesson (MCK-N) and Cardinal Health (CAH-N). They have 90% of the drug distribution business. It’s a low margin business, but the good news is that everyone who wants to get into it leaves it for these 3. The valuation is far more attractive now.

McKesson Corp (MCK-N)
January 17, 2017

A decent play on a healthcare rebound. This is really a triumvirate of 3. You have Amerisourcebergen (ABC-N), Mckesson (MCK-N) and Cardinal Health (CAH-N). They have 90% of the drug distribution business. It’s a low margin business, but the good news is that everyone who wants to get into it leaves it for these 3. The valuation is far more attractive now.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$148.430
Owned
Unknown
COMMENT
COMMENT
January 17, 2017

This is such a high quality and the valuation is so cheap. They have the leading compounds for Hep C and HIV treatments. The concern is that there is going to be some kind of price controls on these life-saving drugs, but what people fail to realize is that these drugs actually save costs in the system, because it keeps people out of the hospitals. This company has a very bright future as a real leader in the healthcare space.

This is such a high quality and the valuation is so cheap. They have the leading compounds for Hep C and HIV treatments. The concern is that there is going to be some kind of price controls on these life-saving drugs, but what people fail to realize is that these drugs actually save costs in the system, because it keeps people out of the hospitals. This company has a very bright future as a real leader in the healthcare space.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$71.910
Owned
Unknown
COMMENT
COMMENT
January 17, 2017

This is for the risk-takers. The stock was close to $70 a share within the last 18 months. Now it is around $13. The concern is that their business model has gone broke. They decided they wanted to acquire companies instead of spending a lot of money in the lab in R&D and not generating anything. They just reaffirmed guidance, and they should earn $4-$4.50. On a $13 stock, if they just earned half of that, it is one of your cheapest companies in the whole healthcare space. If we just get some stability in the outlook and know what is going to replace Obama care, this stock could easily double over the next 5 years.

This is for the risk-takers. The stock was close to $70 a share within the last 18 months. Now it is around $13. The concern is that their business model has gone broke. They decided they wanted to acquire companies instead of spending a lot of money in the lab in R&D and not generating anything. They just reaffirmed guidance, and they should earn $4-$4.50. On a $13 stock, if they just earned half of that, it is one of your cheapest companies in the whole healthcare space. If we just get some stability in the outlook and know what is going to replace Obama care, this stock could easily double over the next 5 years.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$12.290
Owned
Unknown
BUY
BUY
January 17, 2017

He is positive on this company. He basically likes the financial space and thinks this one will move up with the rest of the financials on the back of higher interest rates and regulatory reforms. Trading at a very reasonable valuation. It has a good payout.

Blackstone Group LP (BX-N)
January 17, 2017

He is positive on this company. He basically likes the financial space and thinks this one will move up with the rest of the financials on the back of higher interest rates and regulatory reforms. Trading at a very reasonable valuation. It has a good payout.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$29.670
Owned
Unknown
BUY
BUY
January 17, 2017

He likes this company. It is a smaller play, so it is going to be more volatile than the overall market. If you are bullish on fossil fuel prices, you should be even more bullish on this company. It trades at a very low PE valuation. It has long-term promise as it spreads its business overseas.

He likes this company. It is a smaller play, so it is going to be more volatile than the overall market. If you are bullish on fossil fuel prices, you should be even more bullish on this company. It trades at a very low PE valuation. It has long-term promise as it spreads its business overseas.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$32.720
Owned
Yes