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dutchman

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  1. Why is fairfax holding up so well in the downdraft? Thought it would get wrecked just based on market muscle memory lol
  2. Buying bac !? Been thinking about selling! Maybe we're in a new world where banks rerate as worries about a gfc type event fade.
  3. Guys is there a real possibility that the courts make them cover business interruption claims? Seems crazy, but Im seeing long articles in wsj/ft making this feel real. We're in a wierd moment right now where anything seems possible.
  4. no_free lunch, please keep us updated on any good funds your come across. I'm looking to do the same as you. Canadian banks dominate most of the big ones.
  5. Thanks Lance. Fears about the Canadian housing market kept me away. But I've been very wrong so far!
  6. Lance, can u kindly explain your thoughts on bns bank of Nova Scotia? thanks.
  7. Thank you rb. Im always cautious about owning utilities in a rising rate environment, but I guess in Canada they're not in a rush to raise.
  8. rb, would appreciate your quick take on hydro one. I don't think there is a thread. thanks
  9. is fairax still perceived as a market hedge? Maybe it's my imagination, but it's usually down when the markets up and vice versa.
  10. what, why? Because of toyrsus?
  11. I think charter has said they won't be buying back much this year.
  12. why doesn't Fairfax get clobbered when the market tanks? Can't understand.
  13. Liberty thanks for your reply. I bought some today!
  14. Liberty, I appreciate your expertise in this area because i know nothing. $chtr seems to move with the 10year - is that because of the debt levels or because it's perceived as a utility with a div getting less attractive? Won't higher rates be a constant headwind as rates move even higher. Wondering why its such a compelling buy right now. I noticed lou simpson just went in big too. Thank you.
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