Fairfax India Holdings Corp | StockChase
20
Fairfax India Holdings Corp (FIH.U-T)

Last Price Recorded: $15.0000 on 2017-12-13

ON STOCKCHASE SINCE Mar 2015

E.T.F.'s
20
Fairfax India Holdings Corp (FIH.U-T)

Last Price Recorded: $15.0000 on 2017-12-13

ON STOCKCHASE SINCE Mar 2015


Fairfax India Holdings Corp


Signal Opinion Expert
COMMENT

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.

E.T.F.'s

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.

E.T.F.'s
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$15.700
Owned Owned
Yes

STRONG BUY

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.

E.T.F.'s

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.

E.T.F.'s
Brendan Caldwell

President, Caldwell Securities...

PricePrice
$15.390
Owned Owned
Yes

BUY

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.

E.T.F.'s

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.

E.T.F.'s
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$17.955
Owned Owned
No

COMMENT

A fabulous way of buying into India through the Canadian market if you want to be there, and want to use the expertise of the Fairfax group. They are putting together corporations, and buying companies with a sort of chemical slant to them, but in an environmentally acceptable way. This ought to continue to do better.

E.T.F.'s

A fabulous way of buying into India through the Canadian market if you want to be there, and want to use the expertise of the Fairfax group. They are putting together corporations, and buying companies with a sort of chemical slant to them, but in an environmentally acceptable way. This ought to continue to do better.

E.T.F.'s
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$18.000
Owned Owned
Yes

COMMENT

A closed-end fund. Essentially, they are looking to own big stakes, almost like Warren Buffett style, businesses in India. She likes India a lot. It is one of the strongest stories.

E.T.F.'s

A closed-end fund. Essentially, they are looking to own big stakes, almost like Warren Buffett style, businesses in India. She likes India a lot. It is one of the strongest stories.

E.T.F.'s
Christine Tan

Chief Investment Officer, Excel Funds...

PricePrice
$18.940
Owned Owned
Unknown

STRONG BUY

An actively managed basket of Indian stocks.  There is higher cost from the active management and from an index ETF.  In the long run the currency has dragged a little on your returns.  He thinks it will stabilize going forward.  He thinks this will be a fantastic growth area of the world.

E.T.F.'s

An actively managed basket of Indian stocks.  There is higher cost from the active management and from an index ETF.  In the long run the currency has dragged a little on your returns.  He thinks it will stabilize going forward.  He thinks this will be a fantastic growth area of the world.

E.T.F.'s
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$17.250
Owned Owned
Unknown

COMMENT

An ETF that holds Indian companies. There are 2 ways to play India. You can buy an ETF or you can go in and buy a particular stock. You may be buying things that the index doesn’t show, but that this company has access to.

E.T.F.'s

An ETF that holds Indian companies. There are 2 ways to play India. You can buy an ETF or you can go in and buy a particular stock. You may be buying things that the index doesn’t show, but that this company has access to.

E.T.F.'s
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$16.840
Owned Owned
Unknown

COMMENT

This has been a smoking index. The trend has been up, and is a little parabolic right now, meaning it is a little overbought, but not hugely dangerous. It wouldn’t surprise him if it returned to near the trend line. There is nothing to not like with this particular fund.

E.T.F.'s

This has been a smoking index. The trend has been up, and is a little parabolic right now, meaning it is a little overbought, but not hugely dangerous. It wouldn’t surprise him if it returned to near the trend line. There is nothing to not like with this particular fund.

E.T.F.'s
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$17.580
Owned Owned
Unknown

COMMENT

Prem Watsa for a long time has wanted to build a major business in India. He knows that the key success factor in building a business in India is the partners that he partners with. If anyone can do it, Prem probably can. For anyone looking at international exposure, this is probably not a bad one to take a hard look at.

E.T.F.'s

Prem Watsa for a long time has wanted to build a major business in India. He knows that the key success factor in building a business in India is the partners that he partners with. If anyone can do it, Prem probably can. For anyone looking at international exposure, this is probably not a bad one to take a hard look at.

E.T.F.'s
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$17.760
Owned Owned
No

TOP PICK

A closed-end fund, and it is India. It is the sort of magic touch of Prem Watsa. They buy big into very interesting growth companies in an amazing growth country. (Analysts’ price target is $19.25.)

E.T.F.'s

A closed-end fund, and it is India. It is the sort of magic touch of Prem Watsa. They buy big into very interesting growth companies in an amazing growth country. (Analysts’ price target is $19.25.)

E.T.F.'s
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$17.000
Owned Owned
Yes

COMMENT

If you buy this, you are really buying 2 things. Your faith in Prem Watsa and his ability to manage a more complex array of companies, and growth in India. The key to doing business in India is having the right partners or the right businesses. From a multiple point of view, this looks quite reasonable. For people looking for international diversification, this may be the way to do that.

E.T.F.'s

If you buy this, you are really buying 2 things. Your faith in Prem Watsa and his ability to manage a more complex array of companies, and growth in India. The key to doing business in India is having the right partners or the right businesses. From a multiple point of view, this looks quite reasonable. For people looking for international diversification, this may be the way to do that.

E.T.F.'s
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$14.750
Owned Owned
No

COMMENT

This is really a bet on Prem Watsa and his management. He has been a very good manager and has wanted to build a presence in India for some time. The key to doing business in India is, who do you partner with. From what he has read, Prem has picked some very, very good partners. This is an economy that is growing and maturing, perhaps growing a little more slowly than what people had anticipated. If looking at something like this for a long term, he would certainly bet for Prem to be successful.

E.T.F.'s

This is really a bet on Prem Watsa and his management. He has been a very good manager and has wanted to build a presence in India for some time. The key to doing business in India is, who do you partner with. From what he has read, Prem has picked some very, very good partners. This is an economy that is growing and maturing, perhaps growing a little more slowly than what people had anticipated. If looking at something like this for a long term, he would certainly bet for Prem to be successful.

E.T.F.'s
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$11.450
Owned Owned
Unknown

COMMENT

IPO’d in 2014. They raised $1 billion with the premise being they were going to take the money and buy public and private securities in India. They have made several transactions. It is going to evolve and they are probably going to raise additional money to make more acquisitions, however, it is tough to get a handle on because the businesses are relatively opaque and disclosure is not all that good. If anything, he would be inclined to wait for a pullback and buy it at a discount to NAV. However, if you are looking at this as an emerging market, he thinks the fundamentals are fine.

E.T.F.'s

IPO’d in 2014. They raised $1 billion with the premise being they were going to take the money and buy public and private securities in India. They have made several transactions. It is going to evolve and they are probably going to raise additional money to make more acquisitions, however, it is tough to get a handle on because the businesses are relatively opaque and disclosure is not all that good. If anything, he would be inclined to wait for a pullback and buy it at a discount to NAV. However, if you are looking at this as an emerging market, he thinks the fundamentals are fine.

E.T.F.'s
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$10.950
Owned Owned
No

HOLD

(Market Call Minute.) He would prefer owning the parent company of Fairfax Holdings.

E.T.F.'s

(Market Call Minute.) He would prefer owning the parent company of Fairfax Holdings.

E.T.F.'s
Mohsin Bashir

VP Investments, Stone Asset Manageme...

PricePrice
$10.660
Owned Owned
Unknown

COMMENT

This is a decent entry point because most of the Indian market has been in the doldrums for a while, because of the reflection of the weaker currency plus all the emerging-market pressure that the country is facing right now.

E.T.F.'s

This is a decent entry point because most of the Indian market has been in the doldrums for a while, because of the reflection of the weaker currency plus all the emerging-market pressure that the country is facing right now.

E.T.F.'s
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$10.550
Owned Owned
Unknown

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