^ I like Morningstar’s historical price to fair value chart. I assume Brett will take notice as FFH’s price climbs even further into the “overvalued” band.
He might appreciate an email from someone bullet pointing other analyst’s FV estimates, and summarizing the key reasons for the re-rating.
- Maybe a direct quote of Prem’s statements on expected per share operating earnings
- Recent premium volume growth
- Recent share repurchase trend
Dude just needs a wake-up call. Morningstar analysts can’t invest in the stocks they cover. No skin in the game.