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

Fairfax Financial (FFH.TO)

2,239.92

-26.13 (1.15%)

as of Jun 19, 2026, 8:00:00 pm Market Open.

170 watching

TOP PICK

Global insurance business based out of Toronto. Value oriented leadership under Prem Watsa. Highest underwriting profits in years. Investment portfolio performing very well. $35 billion bond portfolio about to renew at higher rates.

TOP PICK

It has been overlooked and under-loved. The company has changed its investing acumen. It benefits from higher rates and value investing. The top line is great with new business wins and higher prices. Buy 6 Hold 2, Sell 0 (Analysts’ price target is $896.12)

BUY

It is great business and has made good private investments. The share price is very strong relative to the market.

DON'T BUY

Believes company investments have not done well (Blackberry etc.). Insurance business should preform well. Not surprised company is being rated poorly by the market, given management concerns.

TOP PICK

Excellent management with Prem Watsa. 2021 a turning point in the business (net earnings up 15x, revenues up 34%). Struggling company that has turned the corner. Insurance business that is able to raise prices. Insurance float is positively affected by increase in interest rates.

DON'T BUY

Prem Watsa engages in market timing, unlike Warren Buffett. Fairfax is a black box as to what it owns. Challenging business. Stuck in the mud for a while. If you want too look at good capital allocators in the P&C business, look at BRK.B, which he owns.

BUY

Good momentum in volume and pricing. Putting more capital to work in insurance, a real driver. What would move the needle is a breakout in their underlying investment portfolio of value investments. Stock is underappreciated and very cheap at 8x 2022 earnings, 80% book value. You can buy it here.

BUY

If we get inflation that translates into higher long term interest rates then it should help insurance companies. It has a big equity portfolio compared to others. The risk-reward ratio is different. He prefers MFC-T.

BUY ON WEAKNESS

With rates as low as they are and FFH has a big insurance business, this is good for a long-term investor. Prem Watsa has a strong reputation and has added a lot of value from adding small companies recently, plus he boasts a fine long-term track record. Doesn't own, but buy in dips or hold if you own.

DON'T BUY

Ultimately, when yields rise, income goes up. How much will yields go up? The global economy cannot handle higher interest rates. Insurance companies are doing better, but he does not expect it to last beyond the next 6 months.

DON'T BUY

Sell this and buy a Canadian bank? It's lagged. it's a long-term investment play managed by Prem Watsa. It could take many years for some of his investments to play out. Transparency may not be that clear in some investments. It's trading below NAV. It could take a few years for the stock price to recover. Yes, buy a Canadian bank or lifeco which will benefit from the reopening.

DON'T BUY

The business is completely unpredictable. Not a structural growth story. Highly volatile. Fundamentals do not support it being likened to the Warren Buffett of the north. He likes Jardine Matheson, KKR, BAM, and others.

DON'T BUY

An insurance company that uses the premiums to invest in businesses. The quarterly results of the company can be quite volatile. Has lagged the overall market this year. A stable long term business but there are more attractive opportunities elsewhere.

WEAK BUY

FFH is mostly tied to the underlying market. If the market rises, so will FFH. He expects to perform well in the coming year. Also, FFH's core insurance business continues to perform well. But FFH doesn't offer high growth.

DON'T BUY

He is one of the great value investors. He is not as convinced about the insurance business going forward. The banks would be better but he would even prefer something like a V-N. He does not see great yield or a great growth and he does not see either in FFH-T at current levels.

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