Mark Sauer

10.8K posts

Mark Sauer

Mark Sauer

@MarkSauer18

I'm a long term investor. We all say that, but I care about the short term too. I try to optimize returns and minimize drawdowns.

Katılım Haziran 2019
258 Takip Edilen431 Takipçiler
Mark Sauer
Mark Sauer@MarkSauer18·
Alaris Equity Partners $ADun.TO has done pretty well in the last 5 years (after they did a 30% cut in 2020, and restructured to an income trust) More like a private equity firm, partnering with strong companies (via preferred stock), giving the owners a way to cash out partially, but still maintaining control of their business, while Alaris receives generous distributions, tied to the performance of the partner. 7.3% yield currently, just did a 8.8% increase, and 27% higher than it was in 2020. They haven't increased the dividend every year, but they have a nice runway for more deals, seems likely it will increase over time.
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Mark Sauer
Mark Sauer@MarkSauer18·
Interesting that Gold is down today but Gold Miners are surging $GDX
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Mark Sauer
Mark Sauer@MarkSauer18·
I keep seeing ads for cell phone plans that are the cheapest I've ever seen them. They used to play games more data, but they would not lower the price. But now you can get great plans for under $30/month (at Superstore Mobile Shop I saw a plan for 75GB data with international roaming included for for under $30/month last Saturday). Average Revenue Per User is likely going down at $T.TO/ $BCE.TO/ $RCIb.TO..
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Mark Sauer
Mark Sauer@MarkSauer18·
@HolySmokas Yeah.. although these sentiment extremes often create the opposite effect..
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Jeremy Lefebvre
Jeremy Lefebvre@HolySmokas·
Tomorrow will be the worst day in STOCK MARKET HISTORY…see more
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Mark Sauer
Mark Sauer@MarkSauer18·
Kinda odd that on mexc you get wti and Brent oil quotes all weekend long
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Mark Sauer
Mark Sauer@MarkSauer18·
It is always darkest before the dawn.
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Ryan Detrick, CMT
Ryan Detrick, CMT@RyanDetrick·
Two and a half hour wait for TSA in Houston? Is it too obvious to say? Houston, we have a problem.
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Mark Sauer
Mark Sauer@MarkSauer18·
@CDInewsletter I often think of Buffett's coke position for yield on cost. Close to 100% yield on cost now!
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Canadian Dividend Investing
Canadian Dividend Investing@CDInewsletter·
Yields on cost for stocks I bought years ago: $IMO.to (bought in 2018) - 10.7% $ALA.to (2018) - 9.7% $GWO.to (2018, 2020) - 9.2% $MFC.to (2018, 2020) - 8.6% $CPX.to (2018-23) - 7.9% Those should get better over time, too. Used to think YoC was dumb. Now I see it in action.
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Steve Hanke
Steve Hanke@steve_hanke·
The People’s Bank of China added another ton of gold to its war chest in February. BUY GOLD, WEAR DIAMONDS. x.com/KobeissiLetter…
The Kobeissi Letter@KobeissiLetter

China’s demand for gold remains robust: China officially bought 1 tonne of gold in February, marking the 16th consecutive monthly purchase. Over this period, China has acquired 50 tonnes of gold. By comparison, in 2022-2024, the buying streak lasted for 18 straight months. As a result, China’s total gold reserves are up to a record 2,309 tonnes, or 10% of foreign exchange reserves. The percentage has DOUBLED over the last 20 months. At the current gold price of ~$5,000/oz, China now owns ~$371 billion of gold. China is holding more gold than ever.

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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
President Trump today: 3:43 PM ET: "I don't want to do a ceasefire with Iran." 5:13 PM ET: The US is "considering winding down" the war with Iran. What changed over those 90 minutes?
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Mark Sauer
Mark Sauer@MarkSauer18·
Kinda weird how with with Trump in power, we've had quite a few drawdowns where stocks fall like 10-20% or more in just a few days. The 2022 bear market was not fun, but stocks seemed to grind down over more time to reach their lows (depending what you owned). March 2020, march->april 2025 and now march 2026. FAST drawdowns. And in the previous cases quite fast recoveries.. Who knows if this one will be a fast recovery.
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Mark Sauer
Mark Sauer@MarkSauer18·
@RyanDetrick The breach of the 200 day MA last year didn't really end up being a big deal at all!
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Ryan Detrick, CMT
Ryan Detrick, CMT@RyanDetrick·
Since 1950, there have been 30 other times the S&P 500 was above it's 200-day MA for more than 200 days. Is it a bad thing when these long streaks end? Not really, as future returns appear to be about normal. 6 months later? Up 4.9% on avg. 12 months later? Up 8.3% on avg.
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Mark Sauer
Mark Sauer@MarkSauer18·
And now I'm down 2% YTD, and with a 8.4% drawdown from my ATH close (less than 3 weeks ago). How low will this go?
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Canadian Dividend Investing
Canadian Dividend Investing@CDInewsletter·
TSX down almost 10% from recent highs. S&P 500 down almost 8% NASDAQ down more than 8%. Looks like we officially have a sell-off, kids.
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Ernest Wong
Ernest Wong@ErnestWongBWM·
$COST opening standalone gas station. Doesn't make much sense to me, but would guess the rationale is new member acquisition from lower fuel prices cstoredive.com/news/costcos-f…
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Mark Sauer
Mark Sauer@MarkSauer18·
$HPS.A nice pop after their earnings! But wow, the bid/ask spread right now is $4 bucks. That is quite wide! I wasn't sure how the market would take these earnings as the EPS was down from a year ago, and the margins have compressed. But it seems so far the market is happy!
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Keşfet

@BrianTycangco @HolySmokas @DivGrojourney @RyanDetrick @CDInewsletter @steve_hanke @KobeissiLetter @elonmusk