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Strategies & Market Trends : Dino's Bar & Grill

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To: Goose94 who wrote (138614)	1/20/2023 3:21:11 PM
From: Goose94	Read Replies (2) of 203085

Fairfax Financial Holdings (FFH-T) top pick from Brian Madden on BNN.ca Market Call Friday January 20th @ 1200ET Fairfax is a leading global insurer with home, auto and specialty lines of business, among others. In its core insurance underwriting business, it is booking combined ratios in the mid 90’s – some of the best underwriting margins they’ve earned in 10+ years, as the entire industry benefits from tight underwriting capacity and good pricing power. Its $53 billion investment portfolio is $35 billion invested in cash and very short duration, high credit quality bonds and will benefit enormously this year from reinvestment at higher interest rates as the bonds mature. The shares trade at 1.1x book value and a scant 7x expected 2023 earnings, both deeply discounted versus insurance peers and versus its own historic average trading multiples. Last purchased in December 2022 at $809.26

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