Beating The Tide: Stock Picks That Outperform

Beating The Tide: Stock Picks That Outperform

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Beating The Tide: Stock Picks That Outperform
Beating The Tide: Stock Picks That Outperform
Why I’m Redeploying Gains from FFH to a Cash-Flow Giant

Why I’m Redeploying Gains from FFH to a Cash-Flow Giant

Closing FFH with a 14.5% Gain to Redeploy Capital into a High-Growth, Cash-Flow-Driven Opportunity

George Atuan, CFA's avatar
George Atuan, CFA
Feb 04, 2025
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Beating The Tide: Stock Picks That Outperform
Beating The Tide: Stock Picks That Outperform
Why I’m Redeploying Gains from FFH to a Cash-Flow Giant
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After a decent run, I’ve closed our position in Fairfax Financial (TSX: FFH) in the SVIF Canada portfolio. Given its current valuation and risk-reward profile, I prefer to reallocate to another opportunity offering a better risk-reward profile.

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