Subject: Re: OT: Interest in a Fairfax board?
"XOM is another one."
Energy is hated on by the Street right now
XOM fat pitch buy?
I think Canadian Natural Resources (CNQ) is a Canadian CO like Fairfax that is a screaming buy at current price. Giroux, CIO of T Rowe, who wrote the book on capital allocation (literally) said in Barron's Round Table a few weeks ago, that they were the best capital allocators HE HAS EVER SEEN.