Parsad Posted February 17, 2012 Share Posted February 17, 2012 I've listened to this thing twice now, and I have to tell ya, it is probably one of the best conference calls I've heard from Prem in the last few years. Alot of detail, lessons, insurance discussion...very, very good! If you have only read the press release or quarterly, you need to listen to the call. Good stuff Prem! Cheers! Link to comment Share on other sites More sharing options...
racemize Posted February 17, 2012 Share Posted February 17, 2012 I agree, the call was great. Certainly made me feel pretty good about prospects and the business. My only regret was my entry price, but I wanted to get in on the Prem train! Ah well, he'll wash it out in the long run. Link to comment Share on other sites More sharing options...
PlanMaestro Posted February 17, 2012 Share Posted February 17, 2012 As someone that usually only reads the transcripts ... where is the link to the webcast? I cannot find it, it is not under events/webcasts. Link to comment Share on other sites More sharing options...
alertmeipp Posted February 17, 2012 Share Posted February 17, 2012 except using FFH as hedge, why would anyone buy FFH instead of like WFC or BAC? Link to comment Share on other sites More sharing options...
KFRCanuk Posted February 17, 2012 Share Posted February 17, 2012 It would be great to get an digital download of the call. Link to comment Share on other sites More sharing options...
Uccmal Posted February 17, 2012 Share Posted February 17, 2012 except using FFH as hedge, why would anyone buy FFH instead of like WFC or BAC? um, because you will make alot of money...without downside risk. Link to comment Share on other sites More sharing options...
Santayana Posted February 17, 2012 Share Posted February 17, 2012 except using FFH as hedge, why would anyone buy FFH instead of like WFC or BAC? Funny you ask that since I sold some WFC calls today to buy more FFH. Flip the question around. Except as a speculative play, why would anyone buy WFC or BAC instead of FFH? Link to comment Share on other sites More sharing options...
rijk Posted February 17, 2012 Share Posted February 17, 2012 http://www.morningstar.com/earnings/35506966-fairfax-financial-holdings-ltd-q4-2011.aspx regards rijk Link to comment Share on other sites More sharing options...
racemize Posted February 17, 2012 Share Posted February 17, 2012 except using FFH as hedge, why would anyone buy FFH instead of like WFC or BAC? I own all three. Also, Prem's beaten pretty much everyone over long periods of time, so... Link to comment Share on other sites More sharing options...
Santayana Posted February 17, 2012 Share Posted February 17, 2012 Thanks rijk! Link to comment Share on other sites More sharing options...
alertmeipp Posted February 17, 2012 Share Posted February 17, 2012 i mean are u guys hoping for the hedge to turn into a huge profit again? or the re-insurance market will turn better? Link to comment Share on other sites More sharing options...
gaf63 Posted February 17, 2012 Share Posted February 17, 2012 Thanks for the link to the transcript rijk Link to comment Share on other sites More sharing options...
Santayana Posted February 17, 2012 Share Posted February 17, 2012 Not hoping for anything specific, just expect Prem to make the right choices about how to allocate capital over the long term. Link to comment Share on other sites More sharing options...
txlaw Posted February 20, 2012 Share Posted February 20, 2012 http://www.morningstar.com/earnings/35506966-fairfax-financial-holdings-ltd-q4-2011.aspx regards rijk thanks for posting, rijk. Link to comment Share on other sites More sharing options...
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