
TSE:FFH
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.
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.