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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: If one is moderately concerned about a potential market pullback, would ONEX be a good hedge? How does this stock react in market downturns compared to FFH?
Read Answer Asked by Mike on December 21, 2017
Q: Hi Peter, would you consider Fairfax as proxy to market /financial sector.
would you SUGGEST FFH or buy BNS, SLF, BAM, CSH.UN (in equil weight totalling amount equal to FFH). This would be for RESP with 8 years to go and regular contribution over that time. OR any other suggestions for resp account. Thanks for your great service.
Read Answer Asked by RUPINDER on September 11, 2017
Q: Hi Team,
Would you kindly comment on Fairfax's announced sale of Singaporean insurer First Capital Insurance Ltd. for US $1.6B and it's ongoing strategic alliance with Japan’s Mitsui Sumitomo Insurance Co. Do you have any thoughts about how significant this deal is and how it will improve Fairfax's prospects for the future?
Thank you, Michael
Read Answer Asked by Michael on August 25, 2017
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?
Read Answer Asked by Greg on July 19, 2017
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,
Read Answer Asked by M.S. on May 11, 2017
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
Read Answer Asked by Robert on January 27, 2017
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?
Read Answer Asked by John on January 19, 2017
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 ?
Read Answer Asked by Paul on January 13, 2017
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