Fairfax Financial Holdings Limited (USA) (FFH)

TMFWBuffettJr (99.96) Submitted: 2/22/08 2:50 PM : Start Price: $299.49 FFH Score: 36.34

A decent finance/insurance firm with an improving business...but the real story is the absolute fortune they will make on their credit default swaps. They purchased CDS with a notional value of $18 billion for around $300 million. They're now worth...

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rbgibbons (98.34) Submitted: 8/20/06 12:35 AM : Start Price: $102.06 FFH Score: 213.68

The company's been battered by a short campaign, bad acquisitions, and hurricanes. Yet the company's run by some people who have both integrity and stellar long-term value investing records. The company has been simplifying its structure and reducing...

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rgrossfool (< 20) Submitted: 5/03/07 5:28 PM : Start Price: $128.11 FFH Score: 160.31

Fairfax Financial Holdings Limited: First Quarter Financial Results
Thursday May 3, 5:02 pm ET

Note: All dollar amounts in this press release are expressed in U.S. dollars.

TORONTO, ONTARIO--(MARKET WIRE)--May 3, 2007 -- Fairfax Financial Holdings ...

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rkbabang (46.14) Submitted: 9/19/08 8:53 AM : Start Price: $314.36 FFH Score: 33.33

Smart management with exceptional capital allocation skills. The profits they are currently making on credit default swaps will give them a lot of capital to deploy while the buying is good, which should reap benefits for many years to come.

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OracleofNormal (< 20) Submitted: 6/06/08 10:58 AM : Start Price: $256.70 FFH Score: 53.58

The company is in a great position with their CDS position. Check out the recent SeekingAlpha article for some backstory. http://seekingalpha.com/article/80311-fairfax-financial-anatomy-of-a-hatchet-job?source=yahoo. It’s written by someone long the ...

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safevalue (94.34) Submitted: 6/20/08 10:45 PM : Start Price: $242.87 FFH Score: 57.05

Insurance company with great managment, has a great track record for sucssful underwriting,and investing. In the near term all insurance companies are distressed due to an over competetive enviroment and recently unprdictable weather patterns ( ie....

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ACPdiddy (89.94) Submitted: 6/21/08 1:19 PM : Start Price: $273.00 FFH Score: 45.57

When I made this call, FFH was around $270 and I was picking up a well managed insurance business at book value. This is a business that's grown its book value at a Warren Buffet-like 20+% per year since its inception in the '80's. Since I made my ...

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vmega1 (98.77) Submitted: 11/21/06 3:29 PM : Start Price: $180.80 FFH Score: 99.74

This is an undervalued company that I wish I bought in the $80 price range.

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nickbaes (< 20) Submitted: 2/19/07 7:55 AM : Start Price: $171.08 FFH Score: 110.25

Great insurance holding play.
$3b market cap.

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gumburcules (37.50) Submitted: 5/11/08 11:09 PM : Start Price: $279.50 FFH Score: 45.03

Think berkshire hathaway, circa 1978. Simply the cheapest, best of breed insurer/holding company/hedge fund out there. Unless we experience a bevy of natural disasters in the coming years, this company should continue to do very well.

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