Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 17, 2017

Has a lot of respect for this company. There is no sharper entrepreneur that has done more in the last decade than Jeff Bezos. He is wiping out whole swabs of the retail space. On this one, don’t use PE, but instead use Price to Sales as a valuation. On that basis, it is far more reasonable.

Amazon.com (AMZN-Q)
January 17, 2017

Has a lot of respect for this company. There is no sharper entrepreneur that has done more in the last decade than Jeff Bezos. He is wiping out whole swabs of the retail space. On this one, don’t use PE, but instead use Price to Sales as a valuation. On that basis, it is far more reasonable.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$809.720
Owned
Unknown
COMMENT
COMMENT
January 17, 2017

He likes this company, because it has a 3%+ dividend, giving you some ballast, and defensive characteristics should this market get volatile. It is also good if you are sceptical somewhat of the US economy taking off. This company tends to outperform when the market is going down. It has pulled back in the last few weeks.

Walmart Inc (WMT-N)
January 17, 2017

He likes this company, because it has a 3%+ dividend, giving you some ballast, and defensive characteristics should this market get volatile. It is also good if you are sceptical somewhat of the US economy taking off. This company tends to outperform when the market is going down. It has pulled back in the last few weeks.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$68.420
Owned
Unknown
HOLD
HOLD
January 17, 2017

Has not been adding to his holdings, and wouldn’t add to it right now. In his view, this is the best operated independent refiner. It now pays a good dividend of something like 3.6%. However, if you look at the current P/E ratio, it is far higher than its historical single digit PE.

Valero Energy Corp (VLO-N)
January 17, 2017

Has not been adding to his holdings, and wouldn’t add to it right now. In his view, this is the best operated independent refiner. It now pays a good dividend of something like 3.6%. However, if you look at the current P/E ratio, it is far higher than its historical single digit PE.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$66.190
Owned
Yes
COMMENT
COMMENT
January 17, 2017

He is bullish on this. It is all about risk/reward. The company has an infrastructure, in terms of its sales force, that is unmatched. They have a very pristine balance sheet. Wonderful research and development operations. Very attractive dividend at close to 4%. It will likely outperform the Dow over the next 12-18 months.

Pfizer Inc (PFE-N)
January 17, 2017

He is bullish on this. It is all about risk/reward. The company has an infrastructure, in terms of its sales force, that is unmatched. They have a very pristine balance sheet. Wonderful research and development operations. Very attractive dividend at close to 4%. It will likely outperform the Dow over the next 12-18 months.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$32.060
Owned
Unknown
COMMENT
COMMENT
January 17, 2017

A wonderful company. His only reservation is, if looking for healthcare, this company has a lot of over-the-counter of hairsprays, Band-Aids, etc. They have a wonderful dividend.

Johnson & Johnson (JNJ-N)
January 17, 2017

A wonderful company. His only reservation is, if looking for healthcare, this company has a lot of over-the-counter of hairsprays, Band-Aids, etc. They have a wonderful dividend.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$114.870
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
January 17, 2017

If looking for the stock that is going to most benefit from rising US interest rates, regulatory reform and a stronger economy, you have to go with this one. However, look at how this has moved since election day. We are not going to have another 30%-40% in the next 2 months. On any pullback below $20, he would be jumping on this. Trading very close to BV right now. He likes this for the long haul.

Bank of America (BAC-N)
January 17, 2017

If looking for the stock that is going to most benefit from rising US interest rates, regulatory reform and a stronger economy, you have to go with this one. However, look at how this has moved since election day. We are not going to have another 30%-40% in the next 2 months. On any pullback below $20, he would be jumping on this. Trading very close to BV right now. He likes this for the long haul.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$22.050
Owned
Unknown
TOP PICK
TOP PICK
January 17, 2017

This was close to $70 a share, and currently is at about $34 a share. It could earn $4-$5 in the next 12 months, a very attractive valuation. 60% of their business is generics, and they are the market leader. About half their revenue is coming from emerging markets, and that has to be a growth area. Just acquired about a $30 billion portfolio of generics from Allergan. Dividend yield of 4.02%. (Analysts’ price target is $45.50.)

This was close to $70 a share, and currently is at about $34 a share. It could earn $4-$5 in the next 12 months, a very attractive valuation. 60% of their business is generics, and they are the market leader. About half their revenue is coming from emerging markets, and that has to be a growth area. Just acquired about a $30 billion portfolio of generics from Allergan. Dividend yield of 4.02%. (Analysts’ price target is $45.50.)

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$33.750
Owned
Yes