Shane Posted August 18, 2011 Posted August 18, 2011 Does anyone have a historical chart of FFH's combined ratio?
bluedevil Posted August 18, 2011 Posted August 18, 2011 Look at the last annual report letter. It has a good chart about cumulative results since 2002.
Valuebo Posted August 18, 2011 Posted August 18, 2011 I have been thinking about adding too, but what would be the effects of a disastrous hurricane season? They would lose some BV and you would get another possibilty to add to your position? ;D -4,5% today after all the good news lately. Won't be long before I pick up some more if this continues. I have new cash coming in and FFH seems far better than holding cash waiting for prices that "could" get cheaper. I bet they are making tons of money.
Smazz Posted August 18, 2011 Author Posted August 18, 2011 I may be going in here but my gut tells me this knife is still on the down swing
Smazz Posted August 18, 2011 Author Posted August 18, 2011 I haven't kept up with their bond portfolio lately but I expect they will report some large realized gains for Q3. I just dont see them standing pat. Around 3 Billion in US and Cdn Treasuries at year end. I agree with you, I think they must be seeing that they can do some real damage with realizing some big gains - moving in on equities they have on their watch list - some surely must look attractive to them today and last week.
Valuebo Posted August 19, 2011 Posted August 19, 2011 I have been thinking about adding too, but what would be the effects of a disastrous hurricane season? They would lose some BV and you would get another possibilty to add to your position? ;D -4,5% today after all the good news lately. Won't be long before I pick up some more if this continues. I have new cash coming in and FFH seems far better than holding cash waiting for prices that "could" get cheaper. I bet they are making tons of money. That didn't take long... ::)
Alekbaylee Posted August 31, 2011 Posted August 31, 2011 Hmm... SP up nicely lately... Looks like it'll cross CND $400 soon... must be due to some expectation of realized gains on bonds in Q3...
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