TSE:FFH

Fairfax Financial (FFH.TO)

2,220.71
+24.98 (1.14%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 5, 2026, 12:00 am

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

Fairfax Financial (FFH) has garnered a mixture of perspectives from various experts, predominantly praising its long-term value focus and solid management under Prem Watsa. The company has shown excellent performance in its insurance business, with recent results indicating a strong combined ratio and improved underwriting metrics. However, several analysts caution against entering the stock at present due to the absence of immediate buying catalysts and its high valuation relative to peers. While some experts express ongoing confidence in FFH's long-term prospects, others suggest waiting for a more attractive entry point. Overall, the prevailing sentiment indicates FFH as a stable, defensive choice in the insurance sector, which has been resilient in recent market conditions.

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Consensus
Hold
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Valuation
Fair Value
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BRK.A
COMMENT
This is the management that got everything absolutely right. US housing market was a house of cards and they bet against it and it paid off in spades. Took a dive in March when the market turned around however way ahead of where they where 5 years ago. This is a play on management and the long-term strategic positioning of the stock.
COMMENT
It is going to be tough for them to follow through on their staggering coup last year in the derivatives market. Historically speaking, it is not priced at its maximum but is well up.
BUY
This was a wonderful play on the downturn. CEO did a brilliant job positioning it to benefit from the market meltdown. Now he has gone the other way i.e., from being short to being long and is making some big bets. If you can get this under $300 and you are patient, you will do very well.
BUY
When you buy this company, you are buying their ability to invest the float, in other words, how successful can they be with the money they have in their care. They have done a marvellous job. P & C companies are performing well as a whole.
HOLD
(Market Call Minute.) Has had a huge run. Thinks money in here as a contrarian play will move back to the banks.
COMMENT
Has about $9 billion credit default swaps in their portfolio still. This is like buying a Put on the market. Very clever team of investors.
COMMENT
For some time the property and casualty insurance market has had a difficult time. Trading at about 1.5X Book, which is not a tremendously high price for it. There are times when it trades at 3 X Book.
DON'T BUY
(Market Call Minute.) Because it's in the financial sector this is in one of her favourite stocks.
PAST TOP PICK
(A Top Pick Feb 27/08. Down 18.6%. BNN misquoted as a 10 %gain.) High quality property/casualty insurance company. Trading below BV per share.
HOLD
(Market Call Minute.) Has been short the market so has done better than them all. If you are positive on the economy going forward, it would be a Hold.
COMMENT
Haven’t looked at this for the last month or so but up to that point they had a fairly significant bet against financials by shorting a very large number of financial services companies. This is a way to participate in shorting financials.
TRADE
Trading around its fair market value. The stock is getting fairly rich. Indifferent to it.
BUY
(Market Call Minute.) Will continue to make lots of money.
BUY
Have done a great job in rebuilding their balance sheet. Made a wonderful trade and made a very good investment going against a lot of these mortgage products. The bet paid off.
TOP PICK
Very high quality insurance company. Has been under pressure because of some of the acquisitions but has performed very well over the last year. Strong investment team. Just reported and had grown their BV per share by 48% year-over-year. Buy for the long-term.
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