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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (12799)7/16/2001 12:18:04 AM
From: Valueman  Read Replies (1) | Respond to of 78520
 
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.



To: Paul Senior who wrote (12799)7/17/2001 5:40:05 AM
From: Gary105  Read Replies (1) | Respond to of 78520
 
Paul, good call on PHSY. Any thoughts on XOXO? Normally I ignore stocks like it - however Forstmann Little has quite a stake, recently acquired more and is known to gobble up entire companies. The key issue right now with the company is burn rate/funding gap versus value of assets and track to long term profitability.


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