thanks for that, they've probably made some decent money her...
From the last Crum&Forster 10Q: "In addition to the SPDRs an...
Hi everyone I seem to recall an observant person on this board talking about Fairfax's short positions and that they had shorts on commodity indexes or stocks in ...
surprised to see them cut it by a full percent. It bodes well for Fairfax's bond portfolio. Cheers! ...
re following the same stories, I think they're both in the same exact boat. Fairfax has made numerous private placement investments to a sum great than 500 million dollars, couple ...
As for the person asking if this means we shouldn't own any stock including Fairfax, my answer is absolutely not. If you have the opportunity to buy into an excelent ...
1 x book - if I was rich & owned 100% of a business like Fairfax & someone told me that would buy the business in a private transaction & pay ...
why a price to book value expansion is justified - there is a quality premium that Fairfax justifies - a high quality insurance business is worth more than its book ...
The slides are already dated -- need to add Wachovia to the ...
Awesome! Thanks for the heads up.
Prem did a Investors presentation for Fairfax on Friday...good stuff! The slides are now up on their website home page: &...
nbsp; http://www.fairfax.ca/Assets/Downloads/Scotia%20Institutional%20Investo The 50-100 Year Storm is now here!&...
like everything else but who will survive and stand tall when the storm passes Fairfax and Berkshire were putting their capital to work only just this week - clearly they believe ...
I can't wait to see the movie when this is all said and done...
that doesn't mean we will live as well as before. At the last fairfax dinner, Francis said something to us "don't underestimate how low things can go" and ...
on the surface the deal looks good for Fairfax, Ridley Aus took a 30% write off on the sale, Fairfax bought for 10x normalised ...
Is anyone seeing Fairfax diversifying it's business interests now with this purchase like Berkshire has done over the ...
Is anyone seeing Fairfax diversifying it's business interests now with this purchase like Berkshire has done over the ...
Fairfax Financial Holdings Limited: Purchase of Ridley Shares Wednesday September 24, 8:05 am ET TORONTO, ...
24, 2008 -- (Note: All dollar amounts in this press release are expressed in Canadian dollars.) Fairfax Financial Holdings Limited (Toronto: FFH.TO - News )( FFH - News ) announced today that it has entered ...
on or before October 20, 2008. The shares are being purchased for investment purposes and Fairfax may acquire additional shares from time to time in accordance with applicable laws. This press ...
...
Fairfax would be forced to sold the CDS portfolio? Not clear to me how ...
Just rumors at this point, Fairfax might be interested in acquisition of some parts of the AIG insurance book ...
I would argue that Fairfax's recent gains are a one-time event. Fairfax's underwriting is slightly negative with most of the gains coming from investments. While it'...
argued that Berkshire is now too big to get the same gains as before, but Fairfax is also bigger too. If the relative difference in performance shrinks for both, I'm ...
What's this above book multiple you are attaching to FFH?&nb...
Fairfax PE is 3.88 Markel PE is 13 .78 BerkshirePE is 18 I think book ...
value is a more accurate measure but the discrepencies between the above and Fairfax are obvious. This is not news to the board members but it would be nice ...
to have Fairfax trade at fair value finally. Dazel. ...
An average insurer private value is normally above 1.5x book....
I own Fairfax shares. Company FFH Markel Berkshire Book Value 251 252 76,000 Share Price 300 415 ...
to a share price of $443 I would argue that these share price numbers for Fairfax are way too low. Why? Bookvalue at Sept 30th 2008 will be higher than the $...
252 that was used for June 30th. Fairfax has only $56 million in Goodwill which makes their bookvalue (their is no account for ...
...
hands and shut down shorty for good. http://biz.yahoo.com/iw/080922/0436082.html Fairfax Financial Holdings Limited: Credit Default Swap Update and Conference Call Announcement Monday September 22, 8:...
2008 -- (Note: All dollar amounts in this press release are expressed in U.S. dollars.) Fairfax Financial Holdings Limited (Toronto:FFH.TO - News)(FFH - News) announces that it has realized cash ...
first blow with bad loans - the second blow will be from the realeconomy globally. Fairfax is in a great posiiton & yet it only sells for book value - I believe ...
suddenly become worths the risk. The bailout is good for US and many companies. But Fairfax is the few ones that will be damaged by this big move. But the SS ...
That is quite an honour.
Fairfax is not the only company with this strange spike upwards at the close - Phoenix Companies (...
My calcs show Fairfax losing $10-$15 per share today, $8 from the bond portfolio alone. Thats assuming ...
The new rules for naked shorting allow 35 days until exis...
Royal Bank of Canada, Bank of Nova Scotia, Manulife Financial Corp., Sun Life Financial Inc., Fairfax Financial Holdings Ltd. and Kingsway Financial Services Inc." ...
My point is that it's easier to take ORH ownership back when...
They've also modified the safe harbor rules affecting issuer...
Obviously wont apply to existing positions. &nbs...
Orh is also on the list. Something tells me the shorts won't...
I hope this doesn't mean they won't be able to buy more shar...
How about naked shorting? Will the (old) open positions need...
Obviously wont apply to existing positions.
ORH is also on the list Bidatzi. PS: I'm new to this board ...
the SEC for a full calender month. This took effect last night at midnight. Fairfax Financial is on page 11 of the list of 799 financial firms. Dazel. ...
The stars are aligning for a favorable outcome for Fairfax's suit against organized short sellers. Anyone know when this goes before the courts? If ...