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| DON'T BUY | 78.370 | David Baskin | With this company, you always have to take the net value of the shares (NAV) and compare it to the stock price. Also, what happens when Warren Buffett can't do his magic tricks anymore? | 2012-01-31 | |
| STRONG BUY | 76.940 | Randall Abramson | Terrific value. Most attractive that this one has ever been. 35% discount to book value. There has not been a 5-year value where he has not grown the company book value faster than the S&P. 70 Billion of cash on the balance sheet and will use all but 20 billion to buy back shares. | 2011-12-08 | |
| TOP PICK | 72.710 | Gavin Graham | Buying back shares up to 110% of BV. Mr. Buffett has not lost his skill to do deals. 6% yield. Warren Buffet likes this, you should to. | 2011-09-29 | |
| HOLD | 79.070 | Benj Gallander | Owns this (one share) independent of his contra portfolio. Question to ask is what will happen when Buffet is not longer head of the organization. Tremendous track record. Would not look at it as a dollar play. | 2011-05-31 | |
| DON'T BUY | 79.620 | Don Lato | It’s a market stock now. It has so many holdings. The huge value gains it had in the past are not in its future. Why buy it over an index fund. | 2011-05-18 | |
| BUY | 80.540 | Don Lato | Has proven to be a good place to be. Have very capable people, particularly on the insurance side. | 2010-12-08 | |
| Comment | 80.190 | Don Lato | If you were only going to Buy one stock this one would not be a bad one to hold. | 2010-11-15 | |
| DON'T BUY | 78.440 | Steven Conville | Don't have it as your only equity holding. If you have it with others, you can't go wrong. Not his favourite stock as he feels Warren Buffett gets a premium on the NAV on the underlying companies that make this up. He is also concerned about his ability to live forever. | 2010-05-03 | |
| WEAK BUY | 80.130 | John Zechner | It is sacrilegious to go against Warren Buffet. If you want to buy it for 5 to 10 years, you don’t know he will continue running it. The best years of this company are behind it, not ahead of it. The re-insurance business doesn’t look that good. The valuations are high. You probably wont go wrong with the company. | 2010-03-01 | |
| BUY | 76.640 | Paul Harris, CFA | (Market Call Minute) Betting against Buffet is foolish. You have to look at the insurance business more carefully. | 2010-02-18 | |
| HOLD | 75.510 | Mike S. Newton, CIM FCSI | Just split the shares so it is now included in the S&P 500. Looks very attractive. Probably the world's best money manager managing it. Probably a fairly expensive management fee. Has probably had its run in the short-term, so just watch. | 2010-02-02 | |
| DON'T BUY | 3.000 | David Baskin | Hasn't been the sort of engine of shareholder value that it was years ago. If you are buying this now, you're basically buying the reinsurance business, not Warren Buffett's expertise. You can probably do better with other insurance companies or other industrial conglomerates. As a conglomerate, Onex (OCX-T) represents more value per share. | 2010-01-14 | |
| VAGUE | 3.000 | Ara Nalbandian | Big fan of them. Not too comfortable with the premium for any individual’s investment skills, but this is a good long-term hold. | 2009-12-15 | |
| DON'T BUY | 3.000 | David Driscoll | Acquiring Burlington Railways. Also announced a 50 for 1 split in order to pay for the acquisition and current shareholders will have to face some kind of dilution because this will be a very expensive acquisition. Not a big fan because of 1) their succession plan and 2) because parts of their business are not doing well. | 2009-11-06 | |
| BUY | 2.000 | Gavin Graham | Lending money to many companies at 10%. Good entry point. | 2009-04-27 | |
| Comment | 2.000 | Kevin O'Leary | Warren Buffett has not been immune to the downside in the market. With the heavy insurance names in his portfolio, this has taken at hefty toll. Down 48%. | 2009-03-09 | |
| DON'T BUY | 2.000 | Karl Berger | Significant correlation to the market overall in the businesses that Warren Buffett owns. There is a little bit of concern of his style drift over the last little while. Has gotten into currencies which are not consistent with his “buy and hold” in businesses. Difficult to analyze. | 2009-03-03 | |
| DON'T BUY | 3.000 | Alan Kral , CFA, CIC | Has not suffered as much is the other financial industry’s stocks. Although it hasn't gone down as much as others, he doesn't expect it to go up as much as others. | 2008-10-28 | |
| BUY | 4.000 | Don Reed | B shares are a new issue from 8 or 9 years ago and just a cheaper way to participate. | 2008-10-07 | |
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| BUY | 4.000 | David Baskin | This is Warren Buffet’s kind of market. A couple of months ago he said he wouldn’t buy the stock because there were no opportunities because everything was too expensive. | 2008-10-06 | |
| BUY | 3.000 | Norman Levine | Going through a rough time but he would have no problem owning this one. | 2008-08-12 | |
| BUY | 4.000 | Norman Levine | Wouldn't hesitate to buy it here at all. Mr. Buffett is a great investor and into long-term investments. Doesn't worry about the short-term fluctuations, but take advantage of them. | 2008-02-11 | |
| DON'T BUY | 4.000 | Pat Naccarato | (Market Call Minute.) Loved this for a long time but just recently sold it. Great company, but the price is no longer as attractive. | 2007-11-30 | |
| BUY | 4.000 | Norman Levine | Warren Buffett is doing very, very well. | 2007-11-09 | |
| STRONG BUY | 3.000 | Gavin Graham | They own, because it's like buying Warren Buffet's brain, which is a good thing. The deep value guys buy it. | 2007-05-22 | |
| BUY | 3.000 | Norman Levine | Warren Buffett is an investing genius. More than anything else, this is an insurance company and even more, a reinsurance company. | 2007-01-09 | |
| BUY | 2.000 | Paul Harris, CFA | They are the smartest investor in the world. Have made some interesting acquisitions on the private side. At these levels it's probably worth looking at. | 2006-03-18 | |
| SELL | 2.000 | David Baskin | Priced at a premium to the net asset value of the sum of their holdings. Their core business is re-insurance and it is impossible to know what their exposure is to hurricane Katrina. | 2005-09-08 | |
| WEAK BUY | 2.000 | John Zechner | A good stock. You don't worry about the financial risks as the massive amount of money they're sitting on takes that out of the equation. Return on equity from cash is something like 3%, so they will have to start spending some of it. Their core business which is property & casualty insurance is peaking out right now with a cyclical top now. | 2005-06-14 | |
| BUY | 2.000 | Norman Levine | Hardly any investor in the world has done as well as Warren Buffet, but over the last few years, the stock hasn't done too much. Warren is awash in cash and is very bearish on interest rates, so has been keeping his cash in very low return investments which has hurt his earnings and his stock. A good long term hold. | 2005-01-05 | |
| DON'T BUY | 2969.000 | Brian Acker, CA | Warren Buffet is so big, how does he generate a rate of return. Feels there is more money to be made elsewhere. | 2004-12-24 | |
| BUY | 3160.000 | Bob Stodgell | Very astute management. A good way to diversify a portfolio. | 2004-02-26 | |
| BUY | 3113.000 | Jonathen Wellum, B. Comm, B. Sc | Feels that it has been undervalued for a number of years. | 2004-02-20 | |
| TOP PICK | 2450.000 | Brian Milner | Incredibly well run company. | 2003-06-13 | |
| BUY | 2341.000 | Jonathen Wellum, B. Comm, B. Sc | Well positioned in the insurance industry. Has a lot of cash. | 2003-01-10 | |
| BUY | 2356.000 | Mark Jackson, CFA | 2002-09-23 | ||
| DON'T BUY | 2485.000 | David Baskin | Not secure about their re-insurance assets. More liabilities still to come regarding Sept 11. | 2002-08-19 | |
| DON'T BUY | 2599.000 | David Driscoll | Trading at 30 X earnings. Too expensive. Owns some "too expensive" stocks like Coca Cola and Gillette. | 2002-05-15 | |
| BUY | 2387.000 | David Burrows | Its in a good uptrend and should move higher. | 2002-03-22 | |
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| STRONG BUY | 2123.000 | Michael Smedley | One of the strongest insurance companies. Good cash flows. Good time to buy. | 2001-09-18 | |
| BUY | 2273.000 | Brad Willock | Do a good job. Near a high. | 2001-09-10 | |
| WAIT | 2260.000 | Noah Blackstein, B.A., CFA | Likes their assets. Good long term, but for growth wait and see how their transition to an operating company works. | 2001-06-14 | |
| BUY | 22.600 | Jonathen Wellum, B. Comm, B. Sc | Good numbers. Over 30% earnings growth. Book value = $45,000 | 2001-05-25 | |
| BUY | 2243.000 | Ross Healy | Has a lot of cash, so can buy a lot in a market drop. | 2001-05-15 | |
| BUY | 2130.000 | Neil Murdock | This is one of their favourite insurers | 2001-04-12 | |
| TOP PICK | 2115.000 | Jonathen Wellum, B. Comm, B. Sc | A disciplined management. A lot of cash so will be able to buy low. | 2001-03-29 | |
| BUY | 2218.000 | Michelle Calpin | Great mngmnt. Insurance sector is a money maker. | 2001-03-23 | |
| BUY | 2256.667 | Noah Blackstein, B.A., CFA | A core holding. Don't buy for 6 months, but rather for 10/20 yrs. | 2001-01-08 | |
| BUY | 2242.000 | Noah Blackstein, B.A., CFA | A core holding. Don't buy for 6 months, but rather for 10/20 yrs. | 2001-01-08 |
