ATCOL News and Press, Atlas Corp. 7.125% Notes due 2027 From 12/29/22

Summary Atlas Corp. is being acquired by a consortium led by famous value-investing people. They are arguably buying it on the cheap after a small bump at $15.50. It is always better to be in mergers where the company is being taken out cheaply by savvy value investors. If the d...

Summary Prem Watsa’s 13F portfolio value increased from $2.84B to $3.90B this quarter. Fairfax Financial’s largest three stakes are Atlas Corp, Resolute Forest Products, and BlackBerry. They together account for ~66% of the 13F assets. The 13F securities form a s...

Atlas Corp. (ATCO) Q3 2022 Earnings Conference Call November 02, 2022, 08:30 AM ET Company Participants Will Kostlivy - Head of IR Bing Chen - President and CEO Graham Talbot - CFO Conference Call Participants Liam Burke - B. Riley Presentation ...

Summary In 2022, stock and bond investors have been pummeled, losing money in both asset classes for three consecutive quarters, a first in at least 45 years. We continue to find “money-good” bonds and leveraged loans that have attractive yields with potential for ad...

Summary Prem Watsa’s 13F portfolio value decreased from $3.01B to $2.84B this quarter. Fairfax Financials’ largest three stakes are Atlas Corp., Resolute Forest Products, and Kennedy-Wilson. They together account for ~70% of the 13F assets. The 13F securities for...

Atlas Corp. (ATCO) Q2 2022 Earnings Conference Call August 10, 2022, 8:30 AM ET Company Participants Ashton King - Manager, Investor Relations Bing Chen - President and CEO Graham Talbot - Chief Financial Officer Peter Curtis - Seaspan’s Chief Commerci...

The following slide deck was published by Atlas Corp. in conjunction with their 2022 Q2 earnings call. For further details see: Atlas Corp. 2022 Q2 - Results - Earnings Call Presentation

Value Investor's Edge Live continues with an exclusive interview focused on the containership segment of the shipping industry. Evangelos Chatzis, CFO of Danaos Corp, joined us recently for an exclusive interview to discuss market prospects and capital allocation priorities. Danao...

Container shipping stocks have cratered, largely due to macro fears, dragging down container ship lessors, like Danaos, with them. This is undue, given Danaos' reliance on long-term charters and the fact that charter rates continue to climb. Finally, Danaos has taken advantag...

Prem Watsa’s 13F portfolio value decreased from $3.12B to $3.01B this quarter. Fairfax Financials’ largest three stakes are Atlas Corp, Resolute Forest Products, and BlackBerry. They together account for ~73% of the 13F assets. The 13F securities form a small portion...