TSE:FFH

Fairfax Financial (FFH.TO)

2,321.53
-5.27 (0.23%)
as of Jul 16, 2026, 2:20:51 pm Market Open.
281 watching
0
Investor Insights
star iconJul 16, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

Fairfax Financial (FFH-T) is viewed as a well-managed company with a solid earnings history, but it currently faces a slightly downward trend and a perceived lack of momentum. Experts are mixed on the stock's valuation, with some considering it reasonably priced at around 8-9x earnings while noting that it no longer offers a significant discount compared to peers. The consensus indicates that while the company has improved its operating income and underwriting capabilities, optimism around future growth has waned, making the stock seem more like 'dead money' for the short term. However, positive long-term potential exists, particularly with ongoing improvements in their underwriting operations and strategic portfolio moves, lending some hope for future value creation despite a lack of immediate catalysts. Experts recommend holding for the long term but suggest exploring other investment opportunities in the interim.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
SLF
COMMENT

Have stumbled a few times over the past number of years but they are value investors. The driver for this company has always been their insurance operations. He doesn’t buy companies with dual class shares so he doesn’t own this. Shares have been under pressure and there is possibly some value here.

COMMENT

Absolutely solid. This is a property/casualty Company. Great cash flows. Very good track record for investments of the premiums. Now out on a limb because it doubled its Research in Motion (RIM-T) exposure.

BUY
Extremely well company. Made a lot of money in investments. It is a function of valuation that keeps him out of it. Very rarely can you buy it at book value.
DON'T BUY
.25% bond due June 22/20 yielding 5.9%. Is this safe? Thinks it is too far out for this particular corporate. He would avoid it.
TOP PICK
6.4% bonds maturing May 25/21. This company has gone from non-investment grade to investment-grade. Over 6% is a good trade. Has a pretty good track record of continuing to improve its credit rating.
COMMENT
Debenture maturing May 25/21. Is this safe and will the bond capital be returned if the company fails? If you're looking for pure safety, this is not the bond for you. Likes the name, but it is a BBB rated security and also 10 years to maturity. There are no real concerns about default. Moderate risk.
SELL
Very boring. There's not a lot in the large-cap financials that gets him excited. Better places to be.
HOLD
Nor very exciting these days. Tracks between $380 and about $420. On a NAV it tends top be worth about $600. Marvellous investors and built their empire in property and casualty. Doesn’t see the next catapult taking it to much higher levels.
COMMENT
CEO Prem Watson is one of the smartest people he knows and usually comes through things well but it has been a bit of a mercurial stock and he is a contrarian. Taken a bit of a pounding on some of their hedges. If you can be patient for 3 to 5 years he will deliver a good return.
COMMENT
Property and casualty insurer and has come under some pressure because of the Japanese earthquake. Great long-term track record but tends to make big bets that don’t always pay off very quickly.
PAST TOP PICK
(Top Pick Mar 5/10, Up 2.72%) There has been concern about the property and casualty industry as a whole. Now trades at a discount to book value. They are hedged on their portfolio.
PAST TOP PICK
(A Top Pick Jan 5/10. Up 8.35%.) Preferred shares 5.75%, series C.
PAST TOP PICK
(A Top Pick March 5/10. Up 4.9%.) Still a Buy.
BUY
Good investment at these values if you are a long-term investor. Selling at about Book Value. Have had some very good returns lately. An insurance company but makes a lot of money from the investment acumen of the principal managers.
PAST TOP PICK
(Top Pick Jan 26/09, Up 4.16%) FFH.PR.C-T Trimming holdings now.
Showing 241 to 255 of 458 entries