SSWA News and Press, Seaspan Corporation 7.125% Notes due 2027

Summary Prem Watsa’s 13F portfolio value increased from $3.90B to $4.02B this quarter. Fairfax Financial's largest three stakes are Atlas Corp, Resolute Forest Products, and Kennedy-Wilson. They together account for ~69% of the 13F assets. The 13F securities form a small port...

Summary McIntyre Partnerships is a private investment company focused on long-term investments and acquisitions in the natural resources and infrastructure sectors. Through YE 2022, McIntyre Partnerships returns were approx. 0.3% gross and -1.2% net. We focus on our 2022 year end re...

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. The merg...

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