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Junior R

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Everything posted by Junior R

  1. This was one of the best investment opportunities for the board or those who follow Fairfax...The opportunity was driven by some mistakes Fairfax made in the past that made the market miss price this stock...it gave people the opportunity to buy a cheap stock with high margin of safety and gave Fairfax the opportunity to buy the TRS on itself, which accounted for 2b in gains far (might be wrong)...This might not be your NVDA but its one where there is not to much needed to understand how this will play out in the long run....Similar to Stelco where the CEO stated couple months before the buyout that in the future they would entertain a buyout...
  2. Stelco Deal completed...Should see gains in Q4 results
  3. one of these days/months the IPO for the vehicle that holds Bial will IPO and we should see this stock price double which will then add to Fairfax Financial gains
  4. 55% YTD now on TSX
  5. what happened to Muddy Waters lol
  6. you could sell either of the symbols there the same stock
  7. True Canadian Dollar going be weak for awhile
  8. Apollo expects same at Index level a lot of front loading has been done on stocks...It will take awhile for PE to contract to historical value based on EPS
  9. Sold my FIH position today ...Will re enter after the Canada / India dispute is completed
  10. seems like Canada and India back at the politics...Couple diplomats expelled on each side
  11. You can just FFH in CAD account using CAD then journal it over to USD side and not face this issue
  12. you might get your day under $1600 CAD lol
  13. I think real test will be the upcoming earnings..many stocks have high expectations
  14. 2 year and 10 year both above 4% ...Should be good for fairfax if they want to extend any
  15. @SafetyinNumbers can you please let us know the bargain stocks? I am also having trouble at the moment finding cheap stuff lol
  16. Nice gains everyone for ytd...STLC and FFH has been very good contributors
  17. I would rather have David Sokol as Fairfax ceo over Ben
  18. Lol inda etf 5 year is up over 70%...I think we are closer to IPO maybe sometime in 2025 or early 2026
  19. India indexs hit all time high today lol we are still waiting for FIH
  20. Also its hard to go to 0 when each of the companies are separate companies vs the holding company...Its more about risk reward if you buy FFH at 1.4 there is possibility it corrects...The real big risk to FFH is what happens when Prem leaves and his son/daughter take over
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