David G. Dietze is avoiding mega-cap tech, saying their valuations have “gotten out of hand.” He also doesn’t like bitcoin, saying we don’t know how it will act in a down market, and that the U.S. has no interest in making bitcoin a stronger currency because of the U.S. dollar’s strength. His picks include Genuine Parts (GPC), Hershey’s (HSY), and Merck (MRK).