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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter and Team,

If the long term thesis is that after this latest crises, companies will diversify outside of China for manufacturing, countries like India should do well. What other countries would do well for long term in your opinion due to this and how would you invest in this thesis? How would you invest in India?

Thanks,

Wes
Read Answer Asked by Wes on March 11, 2020
Q: Two questions about the Canadian listing of Fairfax India Holdings (FIH.U:CA)
1. I was looking to buy it my Canadian Margin account - but it quotes the price in USD. Would I be buying this in USD? I don't understand.
2. What are your thoughts about this stock for the long term? I'm looking to buy it for my 5 year old daughter's future.
Thank you.
Read Answer Asked by Toge on February 19, 2020
Q: I'm interested in India for emerging markets exposure. Would you recommend individual companies (financials?) or go with an ETF or FIH.u? Thanks for your service.
Read Answer Asked by Michael on October 16, 2019
Q: I have FAH and FIH in a long term RRSP. I believe in the long term growth of these regions and I’m cautiously hopeful Mr Watsa and team are making sound PE investments to try to benefit from regional growth. But I find them tricky to assess because of the fees and the multi-asset PE structure. Can you provide your view on the financial performance of these companies? I would also appreciate your thoughts on whether you’d consider topping up a relatively small position. Please deduct two questions and deal with each separately. Thanks!
Read Answer Asked by Chris on July 09, 2019
Q: My questions are on FIH.UN..... First... When does it report next ? And in the last quarter there was a large offset to earnings due to a drop in value of IIFL. It lost 50% of it's share value between the beginning of September and the end of October. I can't find a reason for that drop. If they had a bad quarter I'd like to know what it was attributed to and prospects going forward. So my question is why did it happen and what's up ahead ? ....Also with roughly a third of the bank deal done how are we going to see it on the upcoming quarterly report ? Are we going to see earnings, expense, valuation, a combination ? Basically I'd like to know how the purchase will be treated in relation to earnings from the other owned entities ? Are we going to see bank earnings from what they have thus far purchased ? Thanks for your great service.....
Read Answer Asked by Garth on May 01, 2019
Q: I currently hold Fairfax India and Faifax Africa. I consider them long term investments but I’m concerned about recent performance as well as (mainly) the longer term grind of the high management fees. I want direct exposure to growing populations and economies for a multi decade Rrsp.

I have the same questions for both (please deduct accordingly):

1. What would be your preferred investment for a multi decade Rrsp, for exposure to Africa: FAH, or an ETF, or something else? If something else, what would it be? Why?

2. Same questions for India and FIH.

Thanks you for your great service.
Read Answer Asked by Chris on March 11, 2019
Q: For an investor looking for some direct exposure to India with a long term outlook, would you prefer FIH.U or INDY or do you have a different top pick? What about IFN which seems to have an indicated dividend yield of 13.4% Would be held in a registered account.
Read Answer Asked by Steven on January 11, 2019
Q: Happy Holidays,
can I get your thought on the following:
1. why is ZID-T recent performance decent and FIH.U poor?
2. why is ZID-T recent performance decent and SP500 index poor?
I'm curious why ZID performance is relatively good as of late.

thanks
Read Answer Asked by Ian on December 31, 2018
Q: Hello 5i Team,
I was curious on your thoughts about Fairfax India and Africa Holdings and why are both these positions down significantly (below BV). I hold both a 5% position in my account and wondered if I should add a bit on the premise that the USD is near its all-time high as well as benefiting from tax-loss selling.
These appear to be well managed holding companies that are invested in the growth of emerging markets.

I appreciate your response and thank you for the great service you offer.

Massimo
Read Answer Asked by Massimo on November 02, 2018
Q: When does FIH.U report ? And if I'm not mistaken the last quarter loss was largely due to the completion of the Bangalore airport purchase. Will there be further repercussions in this quarter from the purchase or are they back on track to earnings from the various entities they own ? Also US policy is hammering third world currencies. Does 5I see further erosion in the value of the Indian rupee in the near future ?
Thanks Garth
Read Answer Asked by Garth on October 23, 2018
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