Brett GirardIs back on Market Call on Monday. It will be interesting to get his take on recent events. GLTA
TOP PICK
Fairfax Financial(FFH-T)
13/11/2023
A higher-for-longer trade. Insurance markets are getting sales growth, and on top of that reinvesting premiums at the highest part of the interest rate curve. Doing exceptionally well from interest income, and very nice to have in your portfolio to offset higher rates. Yield is 1.08%.
Trading at a historical price-to-book discount. Over the next couple of years, a great opportunity for the stock to do well.
(Analysts’ price target is $1516.38)
Insurance
Brett Girard
$1238.750
Owned