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TSE:FFH

Fairfax Financial (FFH.TO)

2,279.87
+7.78 (0.34%)
as of Aug 25, 2026, 8:00:00 pm Market Open.
282 watching
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Investor Insights
star iconAug 25, 2026, 12:00 am

This summary was created by AI, based on 21 opinions in the last 12 months.

Fairfax Financial (FFH) has garnered mixed reviews from experts, reflecting a range of opinions on its current performance and future potential. While some analysts emphasize the company's strength in underwriting profitability and capital allocation, others express caution due to market conditions and the stock's recent downtrend. Positive sentiments highlight the company's stable management, successful acquisitions, and solid performance, particularly in its insurance segment. However, concerns regarding valuation, technical trends, and the lack of catalysts for growth prompt some experts to suggest a more conservative approach. Overall, FFH is viewed as a solid long-term investment, with potential for growth, but it's currently seen as a hold rather than a buy, considering the price levels and market context.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
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Similar
BLK
PAST TOP PICK
(Top Pick Jan 26/09, Up 4.16%) FFH.PR.C-T Trimming holdings now.
HOLD
7.5% bond due August 2019. Good company and decent spread. Likes the bond but recently sold his holdings because it has come in such a long way in terms of credit narrowing.
PAST TOP PICK
(A Top Pick Oct 14/09. Up 12.4%.) Preferred shares-series C, 5.75%.
TOP PICK
7.5% bond due Aug 19/19. One of the largest P & C operators in Canada with the significant presence in the US. $1 billion in net debt and $5.5 billion in receipts (?).
BUY
New issue of preferred just this week and he bought some of that. No concern about credit.
HOLD
One of the few financials that weathered the storm. Made a lot of money on the credit default swaps in the 08/09 mortgage meltdown. Bonds are a little higher on the risk scale and rated in the BB area, BBB splits. Fairly good yield but keep a close eye on them.
TOP PICK
Owned for a long time. A premier global property and casualty insurance company. Balance sheet is as strong as it has ever been. Are well positioned to benefit when the insurance industry improves. Trades below book value.
SELL
His model price is $300, which is a -18% differential.
TOP PICK
FFH.PR.C-T: Attractive alternative because of 5.5% yield and protection against inflation over the next 5 years. The pick of the litter. It’s a ‘reset’ preferred share.
TOP PICK
Preferred shares 5.75%, series C. Wants Preferreds at this point as an option to highly cyclical, pure equity exposure. These have a reset function where every 5 years the rate will get adjusted based on government bond yields and provide some protection against inflation.
BUY
(Market Call Minute) About book value, which is decent. Thinks book value will continue to grow.
BUY
Trading below book value and is quite a bargain at these levels. Astute management.
BUY
(Market Call Minute.) Very smart management and the track record speaks for itself.
COMMENT
De-listing from the NYSE but is not a big point. He doesn't own because it is too difficult to forecast what the earnings are going to look like.
DON'T BUY
A black box company. He can't tell what's inside. Financial statements are opaque.
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