KFRCanuk

Looks like the Raymond James downgrade "News" hit yesterday even though it was released Sunday. Sure wish I had more money to invest in FFH.

I'm wondering which one of their subs/investments is next now that they are taking over The Keg.

I'm wondering why that is bad? I'm a bond layman.

Did Prem answer many questions today?

I have been specifically worried about this for months. I'm cherry picking the comment above. I'm clearly no expert. I'm probably taking your comment out of context. Can Fairfax or even Berkshire move their subs away from US assets? Are there not regulations that force them to hold US assets? Even if they could, would it not cause a panic?

I would have thought that today's tariff messaging would have been handled better. They had months to organize themselves. Looks like Canada might be ok. Who knows.

My guess is Wall Street's estimate will not be anywhere close to that number. Those wanting an EV have lots of choices without the baggage of buying a Tesla. Also, the used market has lots of inventory. You can get a used Porsche Taycan for 1/2 price or better. With a full bumper to bumper warranty.

from https://www.fairfax.ca/investors/ === 2025 Annual Shareholders’ Meeting The annual meeting of shareholders of Fairfax Financial Holdings Limited will be held in person at the Roy Thomson Hall, 60 Simcoe Street, Toronto, Ontario, Canada, and virtually through a web-based platform, https://meetings.lumiconnect.com/400-001-692-242 on April 10, 2025 at 9:30 a.m., Eastern Time. Please refer to the virtual AGM user guide for instructions on how to participate online: click here . Additional details can be found in our Management Proxy Circular. === Anyone know if there will be a replay of the Q&A?

I somehow do not see BoC agreeing to this. They are independant. So even if Prime Minister Carney agrees, Mr Macklem does what he thinks is best. Canada either fall into the orange or red countries. Here is further coverage from DW

Our NATO bill will most likely not include 88 F-35's. It might include the 16 F-35's we already paid for. We would surely jailbreak the 16 F-35's if Cory Doctorow has his way!

https://www.cbc.ca/news/politics/trump-global-tariffs-canada-1.7484790

The main reason for creating this post was to get away from TD due to their money laundering scandal. So far, I have not signed up with any broker yet. Leaning towards RBC DI. Thanks for the thoughtful discussions everyone.

As per the 2024 Shareholders Letter

Fantastic way of putting it. I'm not commenting on your math.

It could be that the ignore only works with future posts after you add someone to the ignore list. So the peeps I added to the ignore list seem to be ignored after I added them. Not sure about this though.

It seems that the Harper Government tried to constructively rein in spending across the Canadian Government. It does not sound like it continued. Canadian DOGE? How Canada SUCCEEDED Where DOGE is FAILING I would think that having strong auditor generals and continuous improvement programs would be something that a majority of Canadians would support.

I tried hard to bear with them BUT it just got too much. I could not handle their pollution of discussions. Thanks again!

OMG! I never knew we could do that. Thanks!

The chatGPT answer and I can't spell.

He sure loves Francis.

Valentine's day greeting from FFH!

I have been with TD Waterhouse for 25 years. Looking to possibly move. What are good options for Canadians in 2025?

What is in FFH's bond portfolio? Is it all US treasuries?

I suspect Canadian companies will start to delay paying US invoices now. I work in IT. Not sure if MSFT, Google and AWS will extend terms. We can't get off them in the short term. This delays Cisco purchases we were going to make.

This is insane. Think what ever you want about Trudeau but he has been calling Trump trying to have a conversation about the tariffs since Inaguration. Trump has not taken his calls from the US's closest ally. That is f'ed up.