Q: This company has been moving up lately due to the shift to value. I hold an overweight position in several accounts and after several years of flat to negative price momentum i am considering selling my positions as its earnings are very lumpy and has not proven to be the best investment. Would you sell now or wait for the momentum to hopefully take the stock higher?
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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.
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Mastercard Incorporated (MA $540.39)
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Bank of Montreal (BMO $197.49)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.03)
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Brookfield Asset Management Inc Class A Limited (BAM $52.90)
Q: I'm interested to increase my sector weight to financials - and now have BMO,
BAM, MA, and FFH.
Please comment on this mix and whether to add to any of these or add other stocks.
BAM, MA, and FFH.
Please comment on this mix and whether to add to any of these or add other stocks.
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Mastercard Incorporated (MA $540.39)
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Bank of Montreal (BMO $197.49)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.03)
Q: My allocation to financial services - with a RIF (US and CA)and TFSA (US and CA) is under 10 % , with BMO, BAM, MA and FFH.
Please rate these for growth and safety - and whether this is a good mix.
Please rate these for growth and safety - and whether this is a good mix.
Q: Merry Christmas. Hope all is good.
Fairfax has had a wee jump just before this break. Please shed some light on what is going on.
Have a great New Year!
Thanks,
Doug
Fairfax has had a wee jump just before this break. Please shed some light on what is going on.
Have a great New Year!
Thanks,
Doug
Q: Hi there, I've held FFH for a number of years in my unregistered account. I'm down 6%. This morning TD notified me of a corporate action which I don't understand. Can you explain what it means? I'm a growth oriented investor anyway and wonder if I should just sell and move on.( I already own the big 6 banks plus IFC and SLF.)
Thanks,
Andrea
Thanks,
Andrea
Q: Hi Peter
I sold FFH at 550 at around mid May for a small gain
it has now slowly declined to 510
I am aware that it is not a stock alot of people like, pays a small dividend
any fundamental /technical reasons of the decline from 550 to 510 in about 10
weeks time? I am considering of starting a partial position
and hope for a 10% gain for trade (hold for at least over 6 months)
thanks
Michael
I sold FFH at 550 at around mid May for a small gain
it has now slowly declined to 510
I am aware that it is not a stock alot of people like, pays a small dividend
any fundamental /technical reasons of the decline from 550 to 510 in about 10
weeks time? I am considering of starting a partial position
and hope for a 10% gain for trade (hold for at least over 6 months)
thanks
Michael
Q: Good morning, you have mentioned that ffh is not your favourite company, however with a rotation continuing into value, it being diversified, large cap and a p/e of only 5 something it seems like a decent holding? Why such a low p/e?
Thanks as always
Thanks as always
Q: What are your thoughts on FFH's current price, short term outlook, and LT outlook?
It has become a larger portion of my portfolio the past couple months, just thinking if I should trim my holdings a bit with the recent price increases or wait it out.
It has become a larger portion of my portfolio the past couple months, just thinking if I should trim my holdings a bit with the recent price increases or wait it out.
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.03)
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Russel Metals Inc. (RUS $50.37)
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Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $17.30)
Q: Can you please comment on these 3 companies and their prospects going forward. On on their recent earnings/conference calls that happened this week. Pros and cons. Thanks.
Q: Hi team
what is happening ? it has gone up quite nicely in the last 2 weeks
(at first , it was related to black berry?)
any particular news or fundamental reasons?
I have a partial position, time to add some more or sell or hold?
thanks
Michael
what is happening ? it has gone up quite nicely in the last 2 weeks
(at first , it was related to black berry?)
any particular news or fundamental reasons?
I have a partial position, time to add some more or sell or hold?
thanks
Michael
Q: Hello - i have had almost a full position in BAM for some time and a smaller position in FFH. I had thought that FFH would pop on the Blackberry bonanza although it may have been to fleeting for FFH to capitalise on the surge but instead FFH has slipped today. What will it take for FFH to increase in value. For a longer term holder, am I better to add to BAM or FFH? Thanks
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.03)
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BlackBerry Limited (BB $4.77)
Q: One of the biggest BB shareholders is FFH, if I am not mistaken.
Do you know if FFH is holding on to its shares or dumping them into this frenzy?
How would one know? I think this would be material information to know how.
Do you know if FFH is holding on to its shares or dumping them into this frenzy?
How would one know? I think this would be material information to know how.
Q: FFH is down significantly today-any reason for the drop. Is it a buy hold or sell
Thanks
Thanks
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NexGen Energy Ltd. (NXE $15.87)
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Bank of Nova Scotia (The) (BNS $105.46)
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Bank of Montreal (BMO $197.49)
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BCE Inc. (BCE $35.01)
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Enbridge Inc. (ENB $69.25)
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Canadian Imperial Bank Of Commerce (CM $132.95)
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TC Energy Corporation (TRP $81.09)
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National Bank of Canada (NA $173.18)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.03)
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Cameco Corporation (CCO $160.05)
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Peyto Exploration & Development Corp. (PEY $25.26)
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North West Company Inc. (The) (NWC $52.70)
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Alimentation Couche-Tard Inc. (ATD $80.00)
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Pizza Pizza Royalty Corp. (PZA $16.41)
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Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A $234.67)
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Inovalis Real Estate Investment Trust (INO.UN $1.17)
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Nutrien Ltd. (NTR $96.36)
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Redwood Asset Management Inc. (MJJ)
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WELL Health Technologies Corp. (WELL $4.06)
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Flutter Entertainment Plc (PDYPF)
Q: I am looking to "trim the fat" from my TFSA, which currently holds 20 stocks: ATD, BCE, BMO, BNS, CCO, CM, ENB, FFH, PDYPF, INO.UN, LAS, NXE, NWC, NA, NTR, PEY, PZA, MJJ, TRP, WELL. Are there any positions that raise red flags with you? In addition, could you suggest 3 or 4 value picks suitable for a long-term hold (20 years plus)?
Thank you!
Thank you!
Q: Hi team,Fairfax is tradings at 70% NAV and PE of around 11.would you consider buying it as a value stock?
Thx
Javad
Thx
Javad
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.03)
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Helios Fairfax Partners Corp Com Sub Vtg (HFPC.U:CA)
Q: i was just reading about Fairfax's new partnering in Africa and am wondering what your thoughts are on both ffh and the African effort. I have always considered Prem to be an astute investor even though ffh has languished of late. Africa does seem to have considerable potential and the two main men FFH is partnering with do seem to have solid credentials. What is your thinking on both companies? many thanks
al
al
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.03)
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Berkshire Hathaway Inc. (BRK.B $500.30)
Q: Hi,
Which do you prefer, for a holding company that is diversified and kind of gives you a mini-mutual fund effect, without the ongoing cost of an MER. ( I already own BAM.A).
FFH provides a dividend. Do you think BRK.B will ever initiate a dividend? Thx.
Which do you prefer, for a holding company that is diversified and kind of gives you a mini-mutual fund effect, without the ongoing cost of an MER. ( I already own BAM.A).
FFH provides a dividend. Do you think BRK.B will ever initiate a dividend? Thx.
Q: Please comment on the quarterly results of Fairfax Financial. Is it a buy now?
Q: Would you buy FFH today? Long term hold. Thank you.
Q: Peter,
I am considering purchasing the Fairfax Financial Holdings Ltd Bond March 3,2025 for my RRSP. Any concerns?
Thank you
Paul
I am considering purchasing the Fairfax Financial Holdings Ltd Bond March 3,2025 for my RRSP. Any concerns?
Thank you
Paul