TSE:FFH

Fairfax Financial (FFH.TO)

2,220.71
+24.98 (1.14%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
281 watching
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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
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).

PAST TOP PICK

(A top pick June 6/18, down 1%) It hit his target in early summer. Is now consolidating. He still has lots of faith in this stock. Is a very safe position to hold. Would sell if gets to around $770.

PAST TOP PICK

(A Top Pick May 17/18, Up 1%) Has been a flat story. Still a good entry point. Has a lot of hidden gems.

TOP PICK

It is a good defensive pick in a market like this. They have a fantastic long term investing track record. They have had a lot of cash historically and are now starting to invest that. Their insurance operations are operating as well as they have in a long time. It is only at 1.1 times book value. He has been buying as recently as last week. (Analysts’ target: $749.47).

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