SSWA News and Press, Seaspan Corporation 7.125% Notes due 2027 From 04/26/22

The supply and demand perspective for Container shipping remains mixed. However, the market is not adequately discounting the diverging business risks of Lessors and Liners. Container Lessors remain undervalued, regarding their Free Cash Flow potential. I prefer mainly investi...

Prem Watsa’s 13F portfolio value increased from $3.07B to $3.12B this quarter. Fairfax Financial’s largest three stakes are Atlas Corp, Resolute Forest Products, and Blackberry. They together account for ~74% of the 13F assets. The 13F securities form a small portion...

The following slide deck was published by Atlas Corp. in conjunction with this event. For further details see: Atlas (ATCO) Presents at 16th Annual Capital Link International Shipping Forum - Slideshow

The Market is experiencing a withdrawal of its monthly inflow of candy - namely Quantitative Easing and Fiscal Stimulus. The Sugar Detox already shows which equities are obese or in shape. Junk food - tasteless without the added sugar - will underperform. Boring vegetables &am...

Atlas Corp. (ATCO) Q4 2021 Earnings Conference Call February 17, 2022, 08:30 AM ET Company Participants Robert Weiner - Head of Investor Relations Bing Chen - President and Chief Executive Officer Graham Talbot - Chief Financial Officer Torsten Pedersen - Chief Operational Officer of Seaspan ...

The following slide deck was published by Atlas Corp. in conjunction with their 2021 Q4 earnings call. For further details see: Atlas Corp. 2021 Q4 - Results - Earnings Call Presentation

The following slide deck was published by Atlas Corp. in conjunction with their 2021 Q2 earnings call. For further details see: Atlas Corp. 2021 Q2 - Results - Earnings Call Presentation

Prem Watsa’s 13F portfolio value decreased from $3.11B to $3.07B this quarter. Fairfax Financial’s largest three stakes are Atlas Corp., BlackBerry, and Resolute Forest Products. They together account for ~76% of the 13F assets. The 13F securities form a small portio...

The following slide deck was published by Atlas Corp. in conjunction with their 2021 Q3 earnings call. For further details see: Atlas Corp. 2021 Q3 - Results - Earnings Call Presentation

Atlas Corp. (ATCO) Q3 2021Earnings Conference Call November 9, 2021 8:30 AM ET Company Participants Bing Chen – President & Chief Executive Officer Robert Weiner – Head of Investor Relations Graham Talbot – Chief Financial Officer Peter Curtis – Seaspan Chief C...