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Signal Opinion Expert
PAST TOP PICK
(A Top Pick Aug 16/18, Up 1%) A very weak market since August, so he is pleased with its value. He would refrain from looking at short term returns in this space. Very conservatively this is worth $50 US per share. They raised $12 billion last quarter to target their NAV to $118 in the near future.
management/diversified
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0 comments
(A Top Pick Aug 16/18, Up 1%) A very weak market since August, so he is pleased with its value. He would refrain from looking at short term returns in this space. Very conservatively this is worth $50 US per share. They raised $12 billion last quarter to target their NAV to $118 in the near future.
management/diversified
0 0 0 0 0
0 comments
Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$57.360
Owned Owned
Yes

PAST TOP PICK
Prologis(PLD-N) 

December 5, 2018

(A Top Pick Aug 16/18, Up 3%) He likes the return given how the general market has retraced lately. Their cash flow growth is 15% annually and he does not see that slowing down soon. They are adding services to their retail tenants and that will separate them from the crowd.
investment companies/funds
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0 comments
(A Top Pick Aug 16/18, Up 3%) He likes the return given how the general market has retraced lately. Their cash flow growth is 15% annually and he does not see that slowing down soon. They are adding services to their retail tenants and that will separate them from the crowd.
investment companies/funds
0 0 0 0 0
0 comments
Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$0.000
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Aug 16/18, Down 3%) They hold assets in all the major US campuses. They are the curators of new biotech and big pharma real estate start-ups on and near these campuses. When a lease comes due, they can raise rents 30% or more.
REAL ESTATE
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0 comments
(A Top Pick Aug 16/18, Down 3%) They hold assets in all the major US campuses. They are the curators of new biotech and big pharma real estate start-ups on and near these campuses. When a lease comes due, they can raise rents 30% or more.
REAL ESTATE
0 0 0 0 0
0 comments
Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$0.000
Owned Owned
Yes

BUY
Morgan Stanley(MS-N) 

December 5, 2018

US banks are on sale right now. Has morphed from global investments to largest wealth manager in US, a very stable business. Trading at 9x earnings. Incredibly well capitalized, stock buybacks, and increasing dividend. Going to be a dividend grower over the next few years. At this valuation, comfortable stepping in.
investment companies/funds
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0 comments
US banks are on sale right now. Has morphed from global investments to largest wealth manager in US, a very stable business. Trading at 9x earnings. Incredibly well capitalized, stock buybacks, and increasing dividend. Going to be a dividend grower over the next few years. At this valuation, comfortable stepping in.
investment companies/funds
0 0 0 0 0
0 comments
Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$0.000
Owned Owned
Yes

BUY
Goldman Sachs(GS-N) 

December 5, 2018

Issue in Malaysia, which will cost them money. In grand scheme of things, with all their earnings, won't amount to much. Premier global investment bank, good valuation, whole sector is on sale. You need to buy great businesses when they're on sale.
investment companies/funds
0 0 0 0 0
0 comments
Issue in Malaysia, which will cost them money. In grand scheme of things, with all their earnings, won't amount to much. Premier global investment bank, good valuation, whole sector is on sale. You need to buy great businesses when they're on sale.
investment companies/funds
0 0 0 0 0
0 comments
Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$0.000
Owned Owned
Unknown

DON'T BUY
Vermilion Energy Inc(VET-T) 

December 5, 2018

Extremely well run, more conservative company. But to own these companies, you have to be bullish on oil. Shale boom has thrown world oil markets upside down. Not overly bullish on the sector, doesn't own any Canadian companies. No energy company's dividend is safe if oil stays at $50. Global price of oil and pipelines are in trouble equally.
oil/gas
0 0 0 0 0
0 comments
Extremely well run, more conservative company. But to own these companies, you have to be bullish on oil. Shale boom has thrown world oil markets upside down. Not overly bullish on the sector, doesn't own any Canadian companies. No energy company's dividend is safe if oil stays at $50. Global price of oil and pipelines are in trouble equally.
oil/gas
0 0 0 0 0
0 comments
Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$32.650
Owned Owned
No

BUY on WEAKNESS
Microsoft(MSFT-Q) 

December 5, 2018

The most expensive stock in his portfolio. No one's been able to unseat Windows, plus Office is now software as a service. Cloud business drives total revenue growth by 19%. Stock is not cheap, but it's such an amazing, well-run company, and you're getting great growth. Only missing piece is they don't have anything in the mobile sector.
computer software/processing
0 0 0 0 0
0 comments
The most expensive stock in his portfolio. No one's been able to unseat Windows, plus Office is now software as a service. Cloud business drives total revenue growth by 19%. Stock is not cheap, but it's such an amazing, well-run company, and you're getting great growth. Only missing piece is they don't have anything in the mobile sector.
computer software/processing
0 0 0 0 0
0 comments
Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$0.000
Owned Owned
Yes

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