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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

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Post by retiredcf on Nov 05, 2024 9:51am

CIBC

CIBC analyst prefers TSX to S&P 500 and likes these ten stocks

CIBC analyst Sid Mokhtari prefers the TSX to the S&P 500 and offered ten domestic stock ideas to play the theme. His matrix method includes dividend yield, relative strength index, and momentum factors,

“Our TSX matrix-factors were collectively recording better rates of change in their monthly and quarterly prints relative to the SPX factors – often associated with stronger trend characteristics. Our preference for the TSX index has been reinforced with the October prints again being stronger in many of our matrix-factors relative to those for the SPX, with 164 bps of relative outperformance – TSX returned +0.65% versus SPX at -0.99% … In addition to our preference for the better-yielding TSX constituents (two times the SPX members), we find the heavier composition of the technology sector in the SPX to be challenging in the near term … Our top-10 best ideas for the month of October produced +0.69% in absolute, slightly above the TSX by 4 bps. Year to date, our matrix-process has returned 22.75% (749 bps of Alpha against the TSX and 245 bps against the SPX). Comparatively, year to date, the TSX and SPX have returned 15.74% and 20.30%, respectively.”

Here are his top-10 “best ideas” for the month of November:



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