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

BUY

They have not done well over the past few years. A contrarian trade. However, he started buying into it 2-3 months ago for return of value. Pretty cheap at 1.8x book value or 34% discount to peers. Underwriting leverage should help them. This moves on the investment merits and they have done well with BB. It probably has some good runway here.

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HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There was a significant drop today but there has been no material news. The company provided $100M to their Helios subsidiary through an insurance arrangement. Largely a hold. Unlock Premium - Try 5i Free

DON'T BUY

It has been trading below book value. It largely trades off its investment portfolio. Right now value investing is out of favour which is what they do with premiums. It is probably a good long term hold. There are other areas in the financial space that offer more visible earnings growth and a higher dividend yield.

STRONG BUY

He really has to like it. It got pummelled in the COVID melt-down and since then it has been working in a rough sideways direction, but it is way below its normal valuations standards while the earnings forecasts have bounced back powerfully. It will also help if interest rates go up. He thinks this stock is cheap.

STRONG BUY

COMMENT

Has followed this company for a long time and has owned it in the past. A unique company which makes it hard to value. He would look at price to book. Historically, they have been a disciplined underwriter of insurance which may mean their stated book value is understated. The underwriting business has become very difficult. It is probably still undervalued.

TOP PICK

It is a bet on the investing acumen of the management team. The insurance business is firing on all cylinders. They have strong revenue growth. You are going to see strong growth in book value. They are currently trading at a discount of 30% to book value. (Analysts’ price target is $515.54)

HOLD

It is not a stock he has paid attention to in the past but he is starting to notice it. They invest in distressed value stocks and are contrarian. Now is the time that the sun might start to come out for them. He bought some recently to play the value recovery.

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COMMENT

It is a well-run company but it tends to make very big bets. More often than not, they get it right. Right now, we are in a difficult market environment to fundamentally see the right value. Generally, you want to be cautious. Over the long run, they should do well.

DON'T BUY

He prefers buying a insurance company directly like Manulife and Intact. Though well-run, FFH has a mixed bag of many assets. This mix adds a level of risk vs. pure insurers.

COMMENT

Good job growing book value. Multiple contracting, consolidation period. So something to look at. Hasn't done a ton of research on it.

DON'T BUY

It was a counter cyclical until they took all their losses and now have all these junky names that aren't doing that well, so it is pro-cyclical. He would stay away from it.

DON'T BUY

Some of the recent investments have been questionable and the stock has been underperforming for a while. It is probably at a deep discount compared to its book value. He has moved away from conglomerate insurance companies.

DON'T BUY

He thinks they failed on several fronts. Their insurance division faces interest rates that are zero or going negative. If we stay in a deflation world, it will be hell for them for the next several years. He sees no reason to own this right now.

BUY

It has wide swings with respect to its earnings profile. Its insurance operations have been fairly steady. You will see more volatility in the stock short term, yet there has been a lot of management buying of the stock. It is a very well managed company that will continue to do well.

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