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.
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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: 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.
Q: FFH and ECI have set new lows. Their charts are ghastly and their RSI numbers are in the oversold category, especially FFH. I am now at the point where I am debating adding more funds to these stocks (buy low, right?) or selling them and moving on. Currently they are a small part of my portfolio: FFH 1.2% and ECI 1%. I can see that ECI has fallen with income stocks, but I would appreciate your views on the collapse of FFH stock.
Q: Could I have you opinion on FFH at this time
Thanks Johann
Thanks Johann
Q: Hi there
I was thinking of investing about 2.5% of a diversified portfolio in Fairfax Financial as a bit of a hedge on the maket not really going the way it is going now - up. But I see today Fairfax is removing many of it hedging positions betting the market would decline. Two questions:
1) Will this cost them much to get out of these contracts and will this affect their next quarter results?
2) Given it has pulled way back from its highs do you see it as a buy here?
Much thanks
Stuart
I was thinking of investing about 2.5% of a diversified portfolio in Fairfax Financial as a bit of a hedge on the maket not really going the way it is going now - up. But I see today Fairfax is removing many of it hedging positions betting the market would decline. Two questions:
1) Will this cost them much to get out of these contracts and will this affect their next quarter results?
2) Given it has pulled way back from its highs do you see it as a buy here?
Much thanks
Stuart
Q: I'm considering an investment in India. What do you think about a long-term (5+ years) in that country? Capital gains are my primary interest. How should I invest there - Fairfax India (FTD.UN), Excel India Growth & Income Fund, INDY or XID? Do you have other suggestions for that market?
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Torstar Corporation Class B Non-voting Shares (TS.B)
Q: Can you comment as to why Fairfax would purchase 3.5 million shares of Torstar. Do they know something the rest of the market doesn't.
Q: FFH seems to be doing one of its deep dives. Do you think this might be a good entry point? I already have a half position at ~$600. Thanks. Really appreciate this service.
Q: Would you be comfortable to have 3-5% FFH now?
Thanks very much.
Thanks very much.
Q: I purchased Sun Life for some exposure to a rising rate environment even though I don't expect rates to increase very much. My concern with Sun Life and other insurance companies is there exposure to Canadian real estate as part of their investments. I know that Sun Life has an active real estate division and they purchased a real estate company in 2015 as well. Do you think this is a risk in the event of a real estate downturn in Canada? Safer to play Fairfax which I understand has zero exposure to Canadian real estate, despite its higher valuation? Am I over thinking things here?
Thanks,
Jason
Thanks,
Jason
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Stella-Jones Inc. (SJ)
- Knight Therapeutics Inc. (GUD)
- Pacific Insight Electronics Corp. (PIH)
Q: Hello Peter,
Any idea why these stocks:Pacific Insight, Fairfax, Knight, and Stella Jones have been declining of late, especially Pacific Insight. It has been hit very hard after their earnings. Is it a good time to pick up these 4 companies given the current decline? Thanks very much.Umed
Any idea why these stocks:Pacific Insight, Fairfax, Knight, and Stella Jones have been declining of late, especially Pacific Insight. It has been hit very hard after their earnings. Is it a good time to pick up these 4 companies given the current decline? Thanks very much.Umed
Q: Hi guys, does Fairfax 'crash' hedges get reflected in price (either due to fundamentals or sentiment) in your view? I know its only a portion of their vast holdings, but I always get nervous when FFH is up like today's 3% move. Do you also view the stock as a bet against the market short-term due to their hedge book?
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Constellation Software Inc. (CSU)
- CRH Medical Corporation (CRH)
- Knight Therapeutics Inc. (GUD)
- Electrovaya Inc. (EFL)
Q: Hello Peter,
I was expecting Fairfax, CRH medical, and Constellation to go up significantly after the earnings announcement. Fairfax dipped, CRH and CSU went up slightl. Any comments please? Do you think it is too late to enter Electrovaya at 3.40 or above? Also, do you think Knight (gud) is a type of stock you can buy and hold it for years given the credibility of the management team? Thanks very much.
I was expecting Fairfax, CRH medical, and Constellation to go up significantly after the earnings announcement. Fairfax dipped, CRH and CSU went up slightl. Any comments please? Do you think it is too late to enter Electrovaya at 3.40 or above? Also, do you think Knight (gud) is a type of stock you can buy and hold it for years given the credibility of the management team? Thanks very much.
Q: HiPeter & CO.
I'm down 25% on this Fairfax Financial Holding Ltd.Cum PFD Series C Pref rate 4.578%. Is there a chance that the share price will recover in the next year or two, or should I sell and move on.
Thanks Ken
I'm down 25% on this Fairfax Financial Holding Ltd.Cum PFD Series C Pref rate 4.578%. Is there a chance that the share price will recover in the next year or two, or should I sell and move on.
Thanks Ken
- Manulife Financial Corporation (MFC)
- Sun Life Financial Inc. (SLF)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
Q: Please advise me
Out of the three insurance co.s MF, SLF FFH which one is better to invest
for growth and dividend
Out of the three insurance co.s MF, SLF FFH which one is better to invest
for growth and dividend
Q: Hi Peter and Team!! What are your thoughts on FFH. Is it too pricey to acquire a few stocks? Are there any near future risks to holding the stock? Thank you in advance, Tamara
Q: FFH has holdings in insurance and re-insurance. Are they overly exposed to the Fort McMurray losses? I hold a 1/2 position and would sell if this is now a big risk.