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

Fairfax Financial (FFH.TO)

2,264.50

+16.33 (0.73%)

as of Sep 14, 2026, 6:15:12 pm Market Open.

284 watching

STRONG BUY

He really has to like it. It got pummelled in the COVID melt-down and since then it has been working in a rough sideways direction, but it is way below its normal valuations standards while the earnings forecasts have bounced back powerfully. It will also help if interest rates go up. He thinks this stock is cheap.

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STRONG BUY

COMMENT

Has followed this company for a long time and has owned it in the past. A unique company which makes it hard to value. He would look at price to book. Historically, they have been a disciplined underwriter of insurance which may mean their stated book value is understated. The underwriting business has become very difficult. It is probably still undervalued.

TOP PICK

It is a bet on the investing acumen of the management team. The insurance business is firing on all cylinders. They have strong revenue growth. You are going to see strong growth in book value. They are currently trading at a discount of 30% to book value. (Analysts’ price target is $515.54)

HOLD

It is not a stock he has paid attention to in the past but he is starting to notice it. They invest in distressed value stocks and are contrarian. Now is the time that the sun might start to come out for them. He bought some recently to play the value recovery.

COMMENT

It is a well-run company but it tends to make very big bets. More often than not, they get it right. Right now, we are in a difficult market environment to fundamentally see the right value. Generally, you want to be cautious. Over the long run, they should do well.

DON'T BUY

He prefers buying a insurance company directly like Manulife and Intact. Though well-run, FFH has a mixed bag of many assets. This mix adds a level of risk vs. pure insurers.

COMMENT

Good job growing book value. Multiple contracting, consolidation period. So something to look at. Hasn't done a ton of research on it.

DON'T BUY

It was a counter cyclical until they took all their losses and now have all these junky names that aren't doing that well, so it is pro-cyclical. He would stay away from it.

DON'T BUY

Some of the recent investments have been questionable and the stock has been underperforming for a while. It is probably at a deep discount compared to its book value. He has moved away from conglomerate insurance companies.

DON'T BUY

He thinks they failed on several fronts. Their insurance division faces interest rates that are zero or going negative. If we stay in a deflation world, it will be hell for them for the next several years. He sees no reason to own this right now.

BUY

It has wide swings with respect to its earnings profile. Its insurance operations have been fairly steady. You will see more volatility in the stock short term, yet there has been a lot of management buying of the stock. It is a very well managed company that will continue to do well.

WAIT

FFH buying BB? He thought the rumour of FFH buying BB created a lot of volume, which made him suspect. BB has a lot of automotive exposure, which hold back their recovery post-pandemic. BB has a cyber-security division that may lead to some opportunities.

DON'T BUY

The environment is so difficult for them. They are not making any money on the float. If it drops below $314, the market is questioning the viability of the balance sheet. The tide is going out. Put a stop in place.

DON'T BUY

Prem Watsa has been under fire lately. Their underlying insurance business will struggle under low interest rates to generate profits and income. Watsa's investments in the past decade have been dubious.

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Fairfax Financial (FFH.TO)