Q: What are your thoughts of FFH and its earnings ? Prem Watsa Canada's Warren Buffet. Do you like the stock long term ?
RAK
RAK
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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: I bought FHH as downside protection for my portfolio. Now it appears the downside hedge has been removed. Is my assessment correct? If so can you recommend a better allocation if I sell FFH?
Q: Do you think fairfax is at good value with the recent sell off.i have some at 600 i was thinking of averaging down on it Thank you
Q: Hi Team,
Do you have any thoughts about why Fairfax Financial's share price has been declining in the last few months? Thank you. Michael
Do you have any thoughts about why Fairfax Financial's share price has been declining in the last few months? Thank you. Michael
Q: "oK" is not exactly a ringing endorsement for SLF. Is there another name in the space, other than MFC, that you think is a better hold for a conservative investor, or should I just hang in there? thanks,
Q: Is this a good buy at this level? How it would behave if market goes down? Do you think it is cheap on price to book value valuation metrics compared to other insurer(like Merkel, Berkshire)?
Q: Could you please comment on their earnings? Looks like they unwound their short position at great cost.
Q: Do you have an opinion?
Q: Hi,
I have held fairfax for several years, primarily as a hedge against negative market events. With the trump election win, and the unwinding of many of fairfax's bearish hedges, it now seems to trade much more in lock step with my other financials (bfs, slf, ry). Do you still feel fairfax offers a good hedge against negative market events? If not, what you would generally recommend in it's place?
Regards,
Robert
I have held fairfax for several years, primarily as a hedge against negative market events. With the trump election win, and the unwinding of many of fairfax's bearish hedges, it now seems to trade much more in lock step with my other financials (bfs, slf, ry). Do you still feel fairfax offers a good hedge against negative market events? If not, what you would generally recommend in it's place?
Regards,
Robert
Q: In December, you suggested that, with its investment profile now dominated by insurance holdings, Fairfax might lose its premium multiple. But many insurance co's offer a better dividend and at least as good a growth profile; what's actually to like about today's Fairfax - or is it, essentially, still coasting on its outstanding performance during the Great Recession?
Q: I recently purchased 50 shares at $650, with a multi-year horizon, following a thorough article about FFH being a top-ranked stock when it comes to long-term value AND growth. It has recently been on a steady decline, down by about 5%. Where could I find a relevant explanation for why this is happening and what is your outlook for FFH moving forward ?
Q: What is your view of the Allied World purchase? Watsa describes it as "transformative" and in terms of size it does certainly seem significant. FFH share price is just off 52-week lows. Would you suggest initiating a position for a long-term hold?
Q: how dop you view the take over just annonced.short term and long term?
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Q: Hi Team,
Would you kindly comment on Fairfax's announced acquisition of Allied World?
Cheers,
Michael
Would you kindly comment on Fairfax's announced acquisition of Allied World?
Cheers,
Michael
Q: FFH doesn't seem to participate in a rising market and it also is not going up in a down market, would you consider ffh still a decent holding or would you recommend a better name or names in a correction.
thanks, johann.
thanks, johann.
Q: Am a believer in Premium Watsa am now thinking of picking up a few more shares on this recent dip....what are your thoughts...wait for it to slide some more? or step up to the plate here.. picked up 10 or so earlier this year on a dip, paid maybe 590. or so.
Q: Fairfax, has been extremely weak lately, near yearly lows. Yet, they have unwound I believe half of their hedges against the S&P falling, sold off many of their bonds, and they are in the Insurance business. To me, it would appear that they are in a much better position now, than what they were just a few months ago. In your opinion why is Fairfax so weak currently?
Q: FFH announced it has sold 415 million euros worth of Bank of Ireland. Is this material. If so is it +ve?
Q: I noticed you mentioned while FFH is a good company it is not one of your favourites. Would like a suggestion for a replacement.
Second question, with hydro rates in everyones mind and the thought Kathleen MAY DO SOMETHING, I was wondering what affect reducing hydro rates might have on the stock.Hard question to answer but appreciate your thoughts. What would you suggest as a replacement. I reply on dividends in my retirment and safety is also a concern.
Wayne
Second question, with hydro rates in everyones mind and the thought Kathleen MAY DO SOMETHING, I was wondering what affect reducing hydro rates might have on the stock.Hard question to answer but appreciate your thoughts. What would you suggest as a replacement. I reply on dividends in my retirment and safety is also a concern.
Wayne
Q: Hi, I would like to have your general view on Fairfax Financial Holdings, as far as qualify and long-term growth. Also, do you know why is it taking a hit at this point in time, and whether you think it is a good investment. Thanks very much for your service.