Post #21 by nola622 on the Fairfax Financial board

Stocks A to Z / Stocks F / Fairfax Financial (FFH)

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I think even Poseidon (the Sokol-lead company previously known as Atlas and before that Seaspan) will be fairly well protected due to the extremely long term nature of their contracts. They don't benefit from short term booms and they aren't as vulnerable to short term busts.

Of all the major investments at Fairfax, Stelco would have been the one that would have traded down a lot on steel prices and then a lot more on tariff threats. Luckily, Fairfax and Kestenbaum sold Stelco to Cliffs at what looks like a perfect moment.

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