Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
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.

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.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$87.050
Owned
No
WEAK BUY
WEAK BUY
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.

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.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$30.150
Owned
Unknown
HOLD
HOLD
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.

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.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$64.320
Owned
Unknown
WEAK BUY
WEAK BUY
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.

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.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$68.990
Owned
Yes
BUY
BUY
April 27, 2018

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.

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.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$93.070
Owned
Unknown
WEAK BUY
WEAK BUY
April 27, 2018

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.

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.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$2.950
Owned
Unknown
BUY
BUY
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.

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.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$16.830
Owned
Yes