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Bullboard - Stock Discussion Forum 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... see more

TSX:FFH - Post Discussion

View:
Post by retiredcf on Nov 13, 2023 2:23pm

Top Pick

First stock in the clip; he and his family also own it personally.  GLTA

Brett Girard's Top Picks

Brett Girard, chief financial officer and portfolio manager at Liberty International Investment Management, discusses his top picks: Fairfax, TC Energy, and Danaher.

https://www.bnnbloomberg.ca/video/brett-girard-s-top-picks~2806588

Fairfax Financial Holdings (FFH TSX)

Fairfax continues to enjoy two strong tailwinds: strong sales growth and profitability in the insurance division and increased interest income thanks to short duration fixed income investment portfolio. With Price-to-book still <1x while most competitors are 1.5x, there is room for valuation to catch up to the peer set. 

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
$1240.35
Owned
 
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