TSE:FFH

Fairfax Financial (FFH.TO)

2,326.80
+5.86 (0.25%)
as of Jul 15, 2026, 8:00:00 pm Market Open.
281 watching
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Investor Insights
star iconJul 15, 2026, 12:00 am

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

Fairfax Financial (FFH-T) is viewed as a solid and well-managed company with a good long-term growth outlook, although the sentiment around it currently appears mixed. While some experts highlight its strong earnings and improved underwriting performance, especially in the context of Q4 results, others suggest that the stock lacks momentum and potential catalysts for short-term growth. The valuation appears reasonable, but not particularly cheap, with much of the easy money already made. Multiple experts believe the stock is at a crossroads, with some viewing it as a decent long-term hold while others recommend being cautious and potentially reallocating investment to better opportunities. Overall, FFH-T's performance may hinge significantly on the company's ability to execute on acquisitions and sustain growth in the competitive insurance space.

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Consensus
Hold
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Valuation
Fair Value
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PAST TOP PICK
(A Top Pick Jan 24/19, Down 1%) It's a hedgy stock. He likes it as a longer-term trade. The chart shows big swings. It bottoms around $600 and believes it can top $700, as it has in the past. His target is $700.
DON'T BUY
Prem Watsa can do not wrong. This has been built on the backs of the financial sector over the years. However, he owns Fairfax India. As a long term strategy he prefers Fairfax India. Currency wise, anything in Asia should do well. Growth potential in Asian financials should be exponential over the next few years. Better growth market with the India play.
TOP PICK
Their core P&C insurance business has improved in recent years. They now have a lot of cash. You're betting on Prem Watsa's investing acumen who will put that capital to work. Trading close to book value for the first time in six years. (Analysts’ price target is $748.46)
DON'T BUY
Problem is we don't know what Prem's doing until he does it. Some things work, and some don't. Has always had difficulty figuring out what's going on with this company. It's supposed to be an insurance company, but it's not really. You're buying Prem, if you buy the company. He likes Prem, but if they can't value the company, they can't own it.
COMMENT
He owns a lot of their debt. But he'd rather invest in Warren Buffet than Prem Watsa. WB is a better buyer/investor overall.
PAST TOP PICK
(A Top Pick Nov 01/18, Up 0.4%) Insurance. Very much like a mutual fund. Trading in a pattern. He is comfortable with it. He thinks they will be out at the $700.
TOP PICK
He is looking for a rebound. Total rhythm to the stock. Interestingly diversified company. (Analysts’ price target is $749.72)
DON'T BUY
Will it break out of the trading range of $5.50-7.70? You're buying Prem Watsa when you buy this. Prem has done some brilliant things, and other things that weren't. He's not Warren Buffett, though. He's not attracted to the underlying businesses.
DON'T BUY
An insurance company that makes its money on the cash holdings of premium payers. It is a tough company to financially analyze and earnings can be lumpy. Sales and earnings were down. They have not been free cash flow positive over the past four quarters.
COMMENT
Been stuck in a trading range the past five years: Buy or wait? In 2008, FFH made a lot of money shorting the market, and in the past year he's taken off those shorts and sold all his bonds till he's sitting in cash. Not a good strategy. The combined ratios in their insurance business is high vs. peers. Prem Watsa has been successful buying bad insurance companies and turning them around, but has been successful only sometimes. That said, he likes the future of FFH--as they allocate their cash.
TOP PICK
The stock is very range bound. He thinks it will go back to the high $700 and that is a good trade. Good company. Well managed. Dividend Yield 2.0%. (Analysts’ price target is $769.94)
BUY ON WEAKNESS

Financial investments can do well in a raising interest rate environment. He likes Pram Watsa. He would look closely at the valuation. He likes the theme.

PAST TOP PICK

(Past Top Pick Sept.29, 2017, Up 8%) They sold their majority stake in their Asian insurance business. It does suffer lumpy earnings, but they write profitable insurance. Made a big purchase in Allied World last year. Some of their investments, like the Toronto Star, may or may not work out, but Prem Watsa is a smart guy. He continues to like this.

TOP PICK

If we break above high-$700's, then it's clear sailing to $1,000. Their investment side has underperformed, but their investment side has really picked up. Good exposure to India. A good, long-term name. (1.8% dividend, Analysts' price target: $777.80)

TOP PICK

It is defensive in nature. It is a really well run business. The insurance business is quite profitable for them right now. Over the long term, management has done a fantastic job. They have made some great investments. It is very high quality and will do well as a long term investment. (Analysts’ target: $775.38).

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