TSE:FIH.U
11.30
0.06
(0.53%)
Analysis and Opinions about FIH.U-T
Signal
Opinion
Expert
TOP PICK
TOP PICK
November 26, 2019
Populated by public and private investments in India. One stock he would tuck away for 10 years. India is the largest democracy, and corporate tax cuts have been encouraging. Fundamentals are looking great for India.
Show full opinionHide full opinion
Populated by public and private investments in India. One stock he would tuck away for 10 years. India is the largest democracy, and corporate tax cuts have been encouraging. Fundamentals are looking great for India.
PAST TOP PICK
PAST TOP PICK
November 20, 2019
(A Top Pick Jan 16/19, Down 13%) He's happy to continue holding this. He bought this because of Prem Watsa (of FFH). In India only 5% of homeowner have insurance, so there's a huge runway. Also, India as a whole is taking off.
Show full opinionHide full opinion(A Top Pick Jan 16/19, Down 13%) He's happy to continue holding this. He bought this because of Prem Watsa (of FFH). In India only 5% of homeowner have insurance, so there's a huge runway. Also, India as a whole is taking off.
DON'T BUY
DON'T BUY
September 26, 2019
India is one of those areas of the world where people talk of the long term story. They are relatively insulated from trade wars. He is caught on the long term India market. It is expensive. He owns SCIF-N.
India is one of those areas of the world where people talk of the long term story. They are relatively insulated from trade wars. He is caught on the long term India market. It is expensive. He owns SCIF-N.
COMMENT
COMMENT
August 21, 2019
Fairfax in general is a good contrarian play, and it is hedged. This means that it could go up when the market is down. India is currently out of favour. Would invest in the parent company.
Show full opinionHide full opinionFairfax in general is a good contrarian play, and it is hedged. This means that it could go up when the market is down. India is currently out of favour. Would invest in the parent company.
BUY
BUY
April 16, 2019
vs. Berkshire Hathaway He prefers Fairfax, run by the Canadian Warren Buffet. He really likes their India fund, FIH-T. Berkshire is not a bad choice and should do well if there's market stimulus, but look at Asia for market growth. Only 5% of Indian homes have home insurance, so there's massive room for growth here. If there's a currency shift, then the Asian exposure is a plus.
Show full opinionHide full opinionvs. Berkshire Hathaway He prefers Fairfax, run by the Canadian Warren Buffet. He really likes their India fund, FIH-T. Berkshire is not a bad choice and should do well if there's market stimulus, but look at Asia for market growth. Only 5% of Indian homes have home insurance, so there's massive room for growth here. If there's a currency shift, then the Asian exposure is a plus.
TOP PICK
TOP PICK
January 16, 2019
He's heding his currency, because he expects the Canadian dollar will go down, so he wants cash flow outside the country to hedge this cash flow. He also wants to get rid of some of North American financials. Only 5% of home owners in India have insurance, so there's massive growth. He has faith in Prem Watsa. (Analysts’ price target is $16.75)
He's heding his currency, because he expects the Canadian dollar will go down, so he wants cash flow outside the country to hedge this cash flow. He also wants to get rid of some of North American financials. Only 5% of home owners in India have insurance, so there's massive growth. He has faith in Prem Watsa. (Analysts’ price target is $16.75)
DON'T BUY
DON'T BUY
November 2, 2018
India's currency has fallen. Oil pricess have rose (their big product), so inflation is running rampant now. FIU is like a hedge fund for Prem Watsa. So, he'd rather own Fairfax parent company, FFH, than this subsidiary. FIU is mostly infrastructure. He doesn't like how they manage this Indian subsidiary.
India's currency has fallen. Oil pricess have rose (their big product), so inflation is running rampant now. FIU is like a hedge fund for Prem Watsa. So, he'd rather own Fairfax parent company, FFH, than this subsidiary. FIU is mostly infrastructure. He doesn't like how they manage this Indian subsidiary.
COMMENT
COMMENT
August 29, 2018
It's one of the best ways to make money in India, but are they smart enough to do it? The jury is still out. Prem Watsa is a smart guy, but is a little more volatile than the market. There are more predictable companies to own.
It's one of the best ways to make money in India, but are they smart enough to do it? The jury is still out. Prem Watsa is a smart guy, but is a little more volatile than the market. There are more predictable companies to own.
HOLD
HOLD
August 9, 2018
Hold or sell? Prem Watsa is bright and capable. So he’s puzzled that this has failed to gain. India still has big challenges. Inclined to hold and give it some time. If he were way up, might sell some. Betting on Watsa’s ability to navigate investments in India. Lots of opportunity, but lots of history to overcome.
Hold or sell? Prem Watsa is bright and capable. So he’s puzzled that this has failed to gain. India still has big challenges. Inclined to hold and give it some time. If he were way up, might sell some. Betting on Watsa’s ability to navigate investments in India. Lots of opportunity, but lots of history to overcome.
BUY
BUY
July 16, 2018
Very interesting. Selling at a reasonable P/E. Prem Watsa knows India as well as who to partner with. India is a growing economy. So, investing with Watsa and Fairfax is a good idea. This is a long-term play, but you must ride future market dislocations. India has an established rule of law, unlike many other emerging economies, so this protects investing to a degree.
Very interesting. Selling at a reasonable P/E. Prem Watsa knows India as well as who to partner with. India is a growing economy. So, investing with Watsa and Fairfax is a good idea. This is a long-term play, but you must ride future market dislocations. India has an established rule of law, unlike many other emerging economies, so this protects investing to a degree.
HOLD
HOLD
March 2, 2018
He thinks this company is a good stock and a well-run company, investing in infrastructure including the Bangor airport. This is a good long term holding, he thinks.
He thinks this company is a good stock and a well-run company, investing in infrastructure including the Bangor airport. This is a good long term holding, he thinks.
PAST TOP PICK
PAST TOP PICK
January 18, 2018
(A Top Pick July 14/17. Up 5%.) Of all things in Fairfax, this one appeals to him. It gives the ordinary investor a way of getting into India. Also gives them a way of getting into a hands-on situation. Not just a portfolio of Indian stocks, but part of a creation/transformation of companies with some leaning towards environmental satisfying things. You need patience. When dealing with Prem Watsa, you know that you are dealing long-term with something like this. The stock is off a bit at the moment. Not a lot of interest in it.
(A Top Pick July 14/17. Up 5%.) Of all things in Fairfax, this one appeals to him. It gives the ordinary investor a way of getting into India. Also gives them a way of getting into a hands-on situation. Not just a portfolio of Indian stocks, but part of a creation/transformation of companies with some leaning towards environmental satisfying things. You need patience. When dealing with Prem Watsa, you know that you are dealing long-term with something like this. The stock is off a bit at the moment. Not a lot of interest in it.
COMMENT
COMMENT
November 17, 2017
He likes this. Hasn’t bothered to look at it because it is a marvellous creation by highly skilled people. Prem Watsa himself is originally from India. It’s not simply a fund holding Indian assets, it is inventing, contriving in a sense, and has bought out companies. Thinks it is going to continue to be very good.
He likes this. Hasn’t bothered to look at it because it is a marvellous creation by highly skilled people. Prem Watsa himself is originally from India. It’s not simply a fund holding Indian assets, it is inventing, contriving in a sense, and has bought out companies. Thinks it is going to continue to be very good.
STRONG BUY
STRONG BUY
November 13, 2017
CSU-T vs. FIH.U-T vs. GOOGL-Q. You have several different options here. He likes FIH.U-T’s exposure to India. He thinks India is one of the great overlooked growth stories. GOOGL-Q is one of the death stars. It has run to quite an extent. He thinks it has a good year to run yet. This is one that will be around in one form or another for a long time.
CSU-T vs. FIH.U-T vs. GOOGL-Q. You have several different options here. He likes FIH.U-T’s exposure to India. He thinks India is one of the great overlooked growth stories. GOOGL-Q is one of the death stars. It has run to quite an extent. He thinks it has a good year to run yet. This is one that will be around in one form or another for a long time.
BUY
BUY
October 11, 2017
Not as familiar with this as he would like to be. It is denominated in US$s. He believes in Prem Watsa and what he is doing. The India story is really attractive, and he seems to be playing this properly. At an $0.80 dollar, you are better buying this then at a $0.72 dollar.
Not as familiar with this as he would like to be. It is denominated in US$s. He believes in Prem Watsa and what he is doing. The India story is really attractive, and he seems to be playing this properly. At an $0.80 dollar, you are better buying this then at a $0.72 dollar.
