DynamicPerception
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Beside the $10.00 dividend; as of 2011Mar09 I think FFH will take about a $12.00 to $14.00 per share hit on their hedges. $130mil on the S&P500 and $140mil on the Russell 2000. $270mil / 20.5mil shares. Also a small hit on their bonds.
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Message Board is Nine Years Old Today!
DynamicPerception replied to Parsad's topic in General Discussion
Time flies! Congradulations on "your" board. You keep an even keel. You stick to the basics. You take a little but not too much crap. Hard to go wrong in the long term. -
Anyone received their dividends yet
DynamicPerception replied to Uccmal's topic in Fairfax Financial
Monday 2011Jan17 was ex-dividend date. -
Estimating FFH Annualized and Q4 2010 earnings
DynamicPerception replied to Viking's topic in Fairfax Financial
So far the stock price and price to book ratio has a similar pattern between Jan 2010 and Jan2011. Looks like we are getting closer to another buying opportunity. USA Book Value: $369.80 USA Book Value: $401.32 FFH.TO Trading FFH.TO Trading Stock At Book Stock At Book Date Price Ratio Date Price Ratio 2010Jan04 $406.99 1.06 2011Jan04 $414.00 1.03 2010Jan05 $406.49 1.06 2011Jan05 $407.26 1.02 2010Jan06 $403.80 1.06 2011Jan06 $408.15 1.02 2010Jan07 $402.27 1.05 2011Jan07 $405.69 1.02 2010Jan08 $394.90 1.04 2011Jan10 $410.00 1.03 2010Jan11 $396.00 1.04 2011Jan11 $404.50 1.02 2010Jan12 $399.07 1.04 2011Jan12 $407.70 1.03 2010Jan13 $398.00 1.04 2011Jan13 $402.00 1.01 2010Jan14 $394.99 1.04 2011Jan14 $404.49 1.02 2010Jan15 $388.25 1.02 2011Jan17 $398.32 1.00 2010Jan18 $384.10 1.01 2011Jan18 $391.99 0.98 2010Jan19 $381.00 1.00 2011Jan19 $390.50 0.98 2010Jan20 $373.49 0.96 2011Jan20 $388.00 0.97 2010Jan21 $368.14 0.95 2011Jan21 $378.56 0.95 2010Jan22 $366.85 0.94 2011Jan24 2010Jan25 $366.50 0.94 2011Jan25 2010Jan26 $362.38 0.92 2011Jan26 2010Jan27 $367.80 0.94 2011Jan27 2010Jan28 $366.90 0.93 2011Jan28 2010Jan29 $362.81 0.92 2011Jan31 -
Good visual.
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Didn't Fairfax throw in another couple of hundred million to help with the restructuring process? I'm refering to the Debtor In Possession process or is this part of the 336 million?
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from page 11 of the 2009 Annual report. While we have had great investment success in the last two years, our net gains include the absorption of some major other than temporary impairment charges, mark-to-market losses and realized losses over these two years, as follows: 2008/2009 Other than temporary impairments (“OTTI”) 1,351.8 Mark-to-market losses 704.2 Realized losses 306.0 Included in OTTI are Level 3 ($226 million), Torstar ($175 million), Canwest ($121 million), Frontier Communications ($84 million), Dell ($65 million), U.S. Gypsum ($61 million), Brick Group ($40 million) and SFK Pulp ($31 million). Included in the mark-to-market losses are Abitibi ($336 million), California state bonds ($67 million) and Mega Brands ($37 million). While Canwest is a permanent loss, the game is far from over on the other impairments and mark-to-market losses. However, our balance sheet is very sound as we have written down these investments to market value.
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Super Interesting Stuff Thanks for sharing.
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I included my primary residence and 10 years worth of my pension on top of bank and investment accounts.
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Buffett Speaks At Montana Economic Summit
DynamicPerception replied to Matson125's topic in Berkshire Hathaway
I had trouble too but after hitting the >> and > a time or two it started up. It make just take time for the player to get in gear. -
What percentage of your portfolio is in Fairfax Financial?
DynamicPerception replied to ourkid8's topic in Fairfax Financial
You may get a better response via a poll. Just a suggestion. It would be interesting. -
I like the management. I like the business model. I love their approach to reserving (the hell with combined ratios).
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OT: MGM Grand lion attack
DynamicPerception replied to EdWatchesBoxing's topic in General Discussion
I have seen the trainer that grabbed the lion many times but don't remember seeing the trainer who was targeted. He's lucky it was a warning 'shot' or else he would have been toast. Interesting how the lioness pounced on the male to help to try to calm him down. Scarry stuff! -
FFH, Can One Buy Options on FFH as a US Investor
DynamicPerception replied to Myth465's topic in Fairfax Financial
Not that it matters too much, but the hurricane season is really just getting fired up. -
Div. Shares Div. Paid Accum. Div. Paid 2002 $0.63 14,100,000 $9,072,000.00 $9,072,000.00 2003 $0.98 13,800,000 $13,818,000.00 $22,890,000.00 2004 $1.40 16,000,000 $19,320,000.00 $42,210,000.00 2005 $1.40 17,800,000 $22,400,000.00 $64,610,000.00 2006 $1.40 17,700,000 $24,920,000.00 $89,530,000.00 2007 $2.75 17,700,000 $48,675,000.00 $138,205,000.00 2008 $5.00 17,500,000 $88,500,000.00 $226,705,000.00 2009 $8.00 20,000,000 $140,000,000.00 $366,705,000.00 2010 $10.00 20,000,000 $200,000,000.00 $566,705,000.00
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At What Level is FFH considered a value?
DynamicPerception replied to ok22's topic in Fairfax Financial
I have also liquidated 100% of my insurance investments (primarily FFH) as of late May. I will probably wait until the 3rd-4th qtr to gage investor sentiment. Cash is reasonable in this market. -
Good stuff. Thanks!
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Applause for Our Board's Host, Mr. Parsad!
DynamicPerception replied to a topic in General Discussion
kudos Mr. Parsad! -
Fairfax Financial Shareholder's Dinner & AGM
DynamicPerception replied to Parsad's topic in Fairfax Financial
If you go to the FAIRFAX "Corporate" page, at the bottom you will find the link to the last (2009) AGM presentation. -
Pepsico Chief Indra Nooyi Spars With Warren
DynamicPerception replied to Parsad's topic in Berkshire Hathaway
Very enjoyable. Looked liked Warren enjoyed it as much as Indra and the hosts even more. Thanks for the video Sanjeev. -
Financial Results for the Year Ended December 31, 2009
DynamicPerception replied to ourkid8's topic in Fairfax Financial
$CDN 1ST Share Shares Qtr USA Price OS Earns Book 2005 $168.00 17.8M $47.2M $137.50 2006 $231.67 17.7M $198.4M $150.16 2007 $287.00 17.7M $110.9M $230.01 2008 $390.00 17.5M $631.8M $278.28 2009 $410.00 20.0M -$60.4M $369.80 2010 ? ? ? ? ---------------------- In Millions -------------------------- Shrholders Accum Net Recover Assets Invstmnts Equity Paid Div Earns From Re 2005 $27,542.0 $14,869.4 $2,448.2 $64.6 -$446.6 $7,665.7 2006 $26,576.5 $16,819.7 $2,662.4 $89.5 $227.5 $5,506.5 2007 $27,941.8 $19,091.7 $4,063.5 $138.2 $1,095.8 $5,038.5 2008 $27,305.4 $18,415.0 $4,866.3 $226.7 $1,473.8 $4,234.2 2009 $28,402.8 $20,078.6 $7,391.8 $366.7 $856.8 $3,809.1 2010 ? ? ? ? ? ? -
anyone (else) buying more FFH here??
DynamicPerception replied to Kiltacular's topic in Fairfax Financial
I've been 100% cash since 2009Aug10. I started buying FFH again, some yesterday around $366.00, some today at $361.00. Book to price in the low 90s. It may go lower. But I'm happy.