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Fairfax Financial Holdings Ltd T.FFH

Alternate Symbol(s):  FRFHF | T.FFH.PR.C | FXFLF | FRFZF | T.FFH.PR.D | FRFGF | T.FFH.PR.E | FXFHF | T.FFH.PR.F | FAXRF | T.FFH.PR.G | FAXXF | T.FFH.PR.H | FRFXF | T.FFH.PR.I | T.FFH.PR.J | T.FFH.PR.K | FRFFF | T.FFH.PR.M | FFHPF

Fairfax Financial Holdings Limited is a Canada-based holding company. The Company, through its subsidiaries, is engaged in property and casualty insurance and reinsurance and the associated investment management. The Company’s segments include Property and Casualty Insurance and Reinsurance, Life insurance and Run-off and Non-insurance companies. The Property and Casualty Insurance and Reinsurance segment includes North American Insurers, Global Insurers and Reinsurers and International Insurers and Reinsurers. The Life Insurance and Run-off segment include Eurolife and Run-off. The Non-insurance companies segment includes restaurants and retail, Fairfax India, Thomas Cook India and others. Eurolife underwrites traditional life insurance policies (endowments, deferred annuities, whole life and term life), group benefits, including retirement benefits, and accident and health insurance policies. The North American Insurers include Northbridge, Crum & Forster and Zenith National.


TSX:FFH - Post by User

Post by retiredcfon Sep 10, 2022 5:05pm
427 Views
Post# 34954519

Assessment

AssessmentFFH is a classic 'value' stock, trading at only 10X earnings. It has had a decent year after doing nothing for some time. Growth has gone out of favour, and investors now appreciate more its book value and solid cash flow. Earnings bounce around depending on its deals, but 2023 earnings are expected to rise nearly 50%. The balance sheet is decent, and it has exposure to many companies that could do well if the market rallies (one day!). Insider own 11% and are considered extremely good. We do think they are good, but perhaps less so than their near-perfect reputation. They have had some bad investments over the years, and the stock is still lower than it was six years ago. But, with a $17B market cap, a 1.9% dividend (hasn't changed in 10 years, though) and a very low valuation with upside exposure, we would be fine holding it for a conservative investor. (5iResearch)
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