David Dietze is the Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management.
David is Managing Principal, Senior Portfolio Strategist of Peapack Private Wealth Management, the wealth management division of New Jersey based Peapack-Gladstone Bank. David founded his own investment firm in 1993, Point View Wealth Management, which became part of Peapack-Gladstone Bank in 2019. Peapack Private manages/administers over $11 billion, primarily in separately managed accounts.
David graduated magna cum laude and Phi Beta Kappa with Honors in Economics from Dartmouth College and earned a law degree from The University of Chicago. David also holds the CFA and CFP designations.
David is a much sought out resource for the media, including Bloomberg, CNBC, Fox, The Wall Street Journal, The New York Times, LA Times, Forbes, U. S. News and World Report, Investor's Business Daily, and The Star-Ledger.
David manages stock and bond portfolios for his clients using a long-term, balanced, disciplined, and diversified investment philosophy. Using extensive research and sound investment principle, we strive to produce superior returns for our clients in a way that accords with their individual goals and risk tolerances. We do this by constructing a comprehensive investment strategy, using the appropriate combination of stocks, bonds and mutual funds for each client.
Our equity investment approach is to search for those that appear inexpensive relative to their fundamentals. We look for investments that maximize the earnings to which each dollar of investment outlay is entitled. We also take into consideration other fundamental factors including market position and strategy, quality of management, growth prospects and margins. We try to minimize exposure to companies with excessive debt levels. We want to know what the companies are doing with their cash flow and that they are making use of it in an appropriate manner. Based on historical research, we believe a value based approach may deliver superior returns with less risk and more income.
He returned with new stock ideas and market insight. Opinions are his own and not the views of his employer.
$XOM $USB $BA $VZ $BMY $CVS $VWO $FDX
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00:00 Intro
01:03 Welcome
02:05 Fritz Schoenhut Intro
03:03 Our Difference
03:55 Investment Process
05:30 Approach to Risk Management
08:25 Equity Strategy
10:30 Market Outlook
16:35 Longer Term- Bullish
19:00 Sector & Stock Picks
20:26 Energy Sector
23:25 Exxon Mobil
26:10 Financials
28:05 US Bancorp
30:37 Boeing
34:10 Verizon
36:40 Bristol-Myers Squibb
39:40 CVS Health
42:40 Vanguard Emerging Markets Stock Index Fund
45:45 FedEx
49:10 Q&A
1:08:10 Goodbye
1:08:42 Outro
