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Junior R

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Everything posted by Junior R

  1. no need all they need to do is renew the NCIB
  2. did they do that with toys r us selling of the RE
  3. lucky person lol
  4. .85% in one month is a good 300m plus
  5. if you have not used margin at that point you could just take 10% to 30% margin to also juice returns ...but like you said trade the 10pe for 7 pe or 4 pe or even 1 pe will probably get you in a better spot ...might even give you opportunity for double of wealth
  6. if FFH was a 500b dollar company then I might be worried its still under $100b..55b or less with so many hidden gems inside
  7. once has to remember the reason why FFH traded under bvps in the past was due to the hedges , cat rate and investments ...right now there in another ball game hard to see a low P/B...if anything the party is just getting started there are so many hidden gems inside FFH that this could easily triple in next 5 years
  8. wow didn't realize GS gains
  9. What are your fav Canadian DIV stocks
  10. That is why it doesn't get much love like IFC, GWO, SLF on Canadian side...Canadian Investors are looking for stocks with a good dividend growth CAGR...if Fairfax grew dividends say 2% to 4% a year after couple years people will jump in ...TSX has a different beast of investors vs SPY / US Markets who knows maybe when share count gets to 15m in future they might increase div lol
  11. $bb 11.34 usd after hours
  12. also $BB $9.72 ...they could start unloading
  13. hope they can take share down count big this year on low prices lol
  14. BB Is up 17% today
  15. gold down 2% today
  16. 2 year at 4.08% it does look good for them if they want to move some more cash into bonds Duration is 2.2 years, average maturity is 3 years and our yield is approximately 5%. A lot of safety and flexibility is built into the fixed income portfolio, which is our response to the playing field as it sits. The economic and interest environment has many conflicting factors, so we're playing it safe, keeping lots of flexibility and making a good return as we wait.
  17. 13f out https://www.dataroma.com/m/holdings.php?m=FFH
  18. lol what happens when your RRSP doubles ...you need to plan for drawdown lol or just let estate pay the taxes lol
  19. right now people are just jumping to high fliers ...I thinks CSCO just hit all time high after hours lol if you have patience and not in a big rush FFH could be easy double in 5 years
  20. Stelco C$20.50 Nov. 19, 2018 C$70 November 1, 2024 CAGR 22.74%
  21. the don't put a high weight on stocks like BB as technology is really hard to figure out value ...eventually you could see someone buying UA if it doesn't turn around
  22. they have good home runs ...stelco, seaspan, eurobank, icic, digit, eurobank, ect...UA is still close to purchase price
  23. I think everything will be fine as BVPS increases 15% which is pretty much maybe 7% due to float ...it will get the appreciation it deserves...plus theres so many hidden gems that could easily sprout if US bonds go back down the loss on bonds reverse or if it comes time for maturity
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