Fairfax Financial (FFH.TO) Buy, Sell or Hold

Fairfax Financial (FFH.TO)

2,219.23

+15.92 (0.72%)

as of Oct 2, 2026, 8:00:00 pm Market Open.

284 watching

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.

BUY

BV is around $190 and yet this is a company that is capable over a cycle, of generating a 19% return. Made a lot of money on puts last year, which shored up their balance sheet. In the long run, this has got to be more than just an investment company, but an insurance company as well. Taking steps to work out their US insurance problems. Sound management. Reasonable Buy for a long-term investor.

TOP PICK

Best way to play meltdown in credit derivatives. Earnings are going up.

TOP PICK

Probably the best public instrument to play the widening of bond spreads. They believed spreads were way too narrow for a lot of the corporate debt issues and they would widen massively. They were correct. Earnings are good and it is cheap.

DON'T BUY

His model price is $216.20, a negative 6% differential. If the past is any indication, it will probably go to about $176 and try to form a bottom.

WATCH

Had a negative pattern for quite awhile and the moving average was going down. Recently, the price managed to get above the 200-day moving average and it had a big rise. Now the stock is too far above the moving average, so it wouldn't be a surprise if the stock had a correction.

COMMENT

Good management, but at the current price, would be tempted to take some profit. Has sold his positions. Not sure that things are going well in Northbridge which is a fair chunk of their assets.

DON'T BUY

He finds it very difficult to analyze the financial statements. If he doesn't understand it, he doesn't buy it.

DON'T BUY

A tough one to call. Had some recent accounting problems and losses on some claims. Always had trouble with disclosure, but better than they used to be.

DON'T BUY

Sold all of his holdings because of the complexity of the business. Seemed to have a continual string of bad news on acquisitions. There is now a litigation issue before the US courts.

SELL

Having to deal with a lot of reinsurance problems. Valuation is up in the air because nobody can put a finger on it because their earnings are very opaque. Many of their claims are outstripping their premiums.

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Fairfax Financial (FFH.TO)