Junior R

maybe todays drop is due to Burton, Wade Sebastian selling shares 6,067 yesterday

PFE is very undervalued company...They just reported beat earnings.. increased guidance only issue is healthcare is really hated right now...but eventually people should see value

good earnings ..Maybe back to reaction to earnings later on...

Looking good now thanks

up 1.8% pre market

HON stock split end of 2025/2026

added more bro

This is true about the 22% pre-tax gain to get 15% this is one of the problems of playing the undervalued game and sell once it becomes fairly valued vs buying good companies that can compounded

I believe several factors influence how much to allocate to a single stock. Stock concentration can make sense when a company is extremely undervalued like Fairfax Financial (FFH) was in 2020 based on price-to-book, price-to-earnings, and growth metrics. But once a stock transitions from being deeply undervalued to just modestly undervalued relative to peers, holding a concentrated position becomes harder to justify. Your personal situation also matters your age, whether you're still working, and the size of your portfolio all play a role. If you're retired or no longer generating income from work, you may want to take on less risk. And if your portfolio has reached a size where it can compound steadily, limiting individual stock positions to 5% or less might be a more prudent approach. In the past, I used to go all-in on single stocks sometimes holding 100% in one name but I’ve started to move away from that strategy. These days, I try to avoid letting any stock grow beyond 5% of my portfolio. FFH is still above that threshold for me, but I consider it a long-term compounder, and my confidence in its management and investment team gives me some peace of mind. That said, this could change over time. As for FFH specifically, I still believe they're in the early innings compared to something like Berkshire Hathaway. Their smaller size actually works in their favor: while a 10x return on an acquisition might barely register for Berkshire, it would be transformational for FFH. So while I’ve become more cautious about concentration overall, I still make room for exceptions when the fundamentals and context align. and yup IRA / RRSP is a wonderful account as you can trade in and out there with no tax risk lol

lol I think user session timeout for cloudflare is to low....Should be increased to 4 hours...seems to be under 10 minutes right now

Thanks

what is everyone top undervalued Japan Play Thanks

sold out of cg stock

a lot of fear...These insurance companies are going raise premiums end of year...WSJ excepts it to be 20% + ...remember what happened to the insurance companies when hard market started...Probably same thing here ELV/UNH and I think HUM execs have also been buying stock....

CB usually stays in a trading pattern for awhile.. Also the hard market in insurance is still there...Right now Insurance stocks are getting sold off with health insurance stocks but these are two different sectors...

Sector getting hit hard but eventually these should turn around...Still a buyer of UNH $ELV CEO added 2.4 million worth of shares

any reason why CP and CNR are down big today

some naked puts on CB expiring Nov 2025 some more UNH

FFH bought 5000 shares back in June 2025

the problem with Carney is his green mandate...For Canada to really succeed they need to drop Carbon tax on business, allow resource projects. To unleash houses for the youth they need to implement a 1 year rule where you can sell your Canadian assets and buy some other Canadian assets differing the tax. Right now Canadians hold too much debt as they jumped into the high flying RE assets ...He also needs to manage that...This was all things Carney had to inherit from the old government but without solving these he is set to have issues....Another thing I am not sure he even lived in Canada for last 10 years before the election...For him even if Canada doesn't do good he will still be ok as his assets aren't tied up in Canada (assuming this part based on where he is lived in the past) Condo Market is also a shit show I also think think EU is dropping / lower some of there carbon tax...to really compete this has to be done... Also not sure if his track record at UK and Canada was great..I think he caused inflation...His track record in his companies is good...

didn't see any other news ...seems like Panic sell

starter in BRO

They already said they are exiting that business as it's unprofitable

I am also trying go down this path and trying to make 40% - 60%+ of my portfolio like this with exceptional business ...Currently only two stocks fit that boat FFH and APO...The rest are just undervalued stocks like JOE, UNH, UPS, CG, PAX, ect....I am always looking for more stocks to add I can keep for the long term...The one thing I love about FFH over BRK is that FFH pays a dividend even though its a small % it does add...Also since their market cap and investment portfolio is small compared to the markets its very easy for them to buy undervalued companies...1b + in capital gains every couple years can take this stock to new heights...

if this happens this would be the biggest accomplishment ...Even BRK has never been able to do that...COBF might then own a good 10% of all outstanding shares lol