Here are his plays.
Cheniere Energy is a great play on the exporting of natural gas, which is expected to begin in two or three years, Kiesel said. He expects Cheniere to be exporting approximately 5 percent of the gas supply in the U.S. in about four or five years.
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Targa Resources, which is involved in gathering, processing and fracking oil and natural gas, is benefiting from the boom in North America's Bakken region, he said. "This is a company that's growing at 20 to 30 percent a year. It's unbelievable."
Verizon has 105 million subscribers, a growing average revenue of 5 percent, and $17 billion of free cash flow, Kiesel said.
"This is a company where the bond holders win and the equity holders win because of significant free cash flow," he added.
For a "pure play on luxury," Kiesel likes Starwood.
"The business traveler is back. The consumer is finally travelling again."
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Starwood North America's RevPar (revenue per available room) is up over 6 percent, occupancy is up 3 percent and the company is raising rates about 3.5 percent, he noted.
Wynn Resorts is Kiesel's play on Las Vegas. RevPar is up over 8 percent in the city and Wynn's occupancy is near 95 percent, he said.
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On top of that, 73 percent of its future growth will come from Asia, where the company is spending $4 billion to build the most expensive casino in history, Kiesel said. He believes that will propel EBITDA (earnings before interest, taxes, depreciate and amortization) growth 20 percent going forward.
—By CNBC's Michelle Fox
Dislcosure: Kiesel and Pimco own LNG, TRGP, VZ, HOT and WYNN