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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (12799)7/16/2001 12:18:04 AM
From: Valueman  Read Replies (1) of 78523
 
I'm a FFH.TO holder. I think it is an extremely undervalued stock, even after you discount the "negative amortization" that gooses earnings. The cycle is right. The turnaround at TIG and Crum and Forster are happening. ORH(Odyssey Re) recently listed on the NYSE at a premium to book, further enhancing Fairfax's value. When assets are 5X equity, an improvement in underwriting results and a meager return on assets leads to a huge ROE. I like it and would appreciate further discussion.
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