# ![@MarkSauer18 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1140756918471782400.png) @MarkSauer18 Mark Sauer

Mark Sauer posts on X about $atdto, $tihto, mark, insurance the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1140756918471782400/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1140756918471782400/c:line/m:interactions.svg)

- [--] Week [-----] +135%
- [--] Month [------] +241%
- [--] Months [-------] +248%
- [--] Year [-------] +188%

### Mentions: [--] [#](/creator/twitter::1140756918471782400/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1140756918471782400/c:line/m:posts_active.svg)

- [--] Week [--] -5.10%
- [--] Month [---] +43%
- [--] Months [---] +48%
- [--] Year [---] +17%

### Followers: [---] [#](/creator/twitter::1140756918471782400/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1140756918471782400/c:line/m:followers.svg)

- [--] Week [---] +3.10%
- [--] Month [---] +12%
- [--] Months [---] +32%
- [--] Year [---] +67%

### CreatorRank: [---------] [#](/creator/twitter::1140756918471782400/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1140756918471782400/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  47.06% [stocks](/list/stocks)  27.45% [countries](/list/countries)  6.86% [technology brands](/list/technology-brands)  5.88% [cryptocurrencies](/list/cryptocurrencies)  5.88% [celebrities](/list/celebrities)  2.94% [currencies](/list/currencies)  1.96% [automotive brands](/list/automotive-brands)  0.98%

**Social topic influence**
[$atdto](/topic/$atdto) 11.76%, [$tihto](/topic/$tihto) 9.8%, [mark](/topic/mark) #1869, [insurance](/topic/insurance) 7.84%, [guess](/topic/guess) 6.86%, [dividend](/topic/dividend) #763, [$ifcto](/topic/$ifcto) 6.86%, [business](/topic/business) 6.86%, [$csuto](/topic/$csuto) 6.86%, [ai](/topic/ai) 5.88%

**Top accounts mentioned or mentioned by**
[@divgrojourney](/creator/undefined) [@enriqueabeyta](/creator/undefined) [@jcogs77](/creator/undefined) [@cdinewsletter](/creator/undefined) [@elonmusk](/creator/undefined) [@spacex](/creator/undefined) [@ddashca](/creator/undefined) [@marc_slans](/creator/undefined) [@marcslans](/creator/undefined) [@krossroads](/creator/undefined) [@holysmokas](/creator/undefined) [@thedividendguy](/creator/undefined) [@newcomerinvest](/creator/undefined) [@growthrapidly](/creator/undefined) [@myownadvisor](/creator/undefined) [@acce](/creator/undefined) [@wazumicap](/creator/undefined) [@grok](/creator/undefined) [@sunnyjnb](/creator/undefined) [@zethuscap](/creator/undefined)

**Top assets mentioned**
[Casey's General Stores, Inc. (CASY)](/topic/$casy) [TFI International Inc. (TFII)](/topic/$tfii) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Seabridge Gold, Inc. (SA)](/topic/$sa) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Waste Connections, Inc. (WCN)](/topic/$wcn) [CatCoin (CAT)](/topic/$cat) [W R Berkley Corp (WRB)](/topic/$wrb) [Rollins, Inc. (ROL)](/topic/$rol) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [H&R Block, Inc. (HRB)](/topic/$hrb) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Salesforce Inc (CRM)](/topic/$crm) [ELYSIA (EL)](/topic/$el) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@CDInewsletter Yeah the increases at $CU.to aren't keeping up with inflation anymore. But they do a great job shipping natural gas to my house"  
[X Link](https://x.com/MarkSauer18/status/2010752381638885599)  2026-01-12T16:35Z [---] followers, [---] engagements


"$ATD.TO seems to have quietly started to put in a decent rally the past [--] months Thank you bring us more :)"  
[X Link](https://x.com/MarkSauer18/status/2021261237548445812)  2026-02-10T16:33Z [---] followers, [---] engagements


"$TPL looked like a software stock as recently as last December - down over 50% from the highs. But it has finally started rallying quite hard. Will that day come for software stocks"  
[X Link](https://x.com/MarkSauer18/status/2021733782660034675)  2026-02-11T23:51Z [---] followers, [---] engagements


"@marc_slans More likely it is a response to $WCN's earnings. I was being a bit silly"  
[X Link](https://x.com/MarkSauer18/status/2022038654940840182)  2026-02-12T20:02Z [---] followers, [---] engagements


"I guess $TFII.TO's pop earlier is totally gone and we're back at [--] month lows again. Still above [--] week low though - for now. $CNR.TO and $CP.TO aren't really doing that hot either. Perhaps not a great sign for the economy if transport companies are not doing very well"  
[X Link](https://x.com/MarkSauer18/status/1991182103527240085)  2025-11-19T16:29Z [---] followers, [---] engagements


"AI is going to disrupt trucking companies now $TFII"  
[X Link](https://x.com/MarkSauer18/status/2022014772917755924)  2026-02-12T18:27Z [---] followers, [--] engagements


"@DivGrojourney Yeah. I wonder if that will ever go up. Been in a downtrend since [----]. And yet they keep bumping the dividend and not by small amounts Dividend seems to be covered by Free Cash Flow. But revenue needs to grow"  
[X Link](https://x.com/MarkSauer18/status/2022068872787243192)  2026-02-12T22:02Z [---] followers, [--] engagements


"Nice to see $RSP still outperforming $SPY (by a wide margin today)"  
[X Link](https://x.com/MarkSauer18/status/2022417031891685655)  2026-02-13T21:06Z [---] followers, [--] engagements


"$TIH.TO Toromont earnings don't seem that great to me. Will be interesting to see what the market does. They beat expectations but they show declines in EPS and only 1% revenue growth. Still hard to bet against these guys and a Canada that wants to build big new projects"  
[X Link](https://x.com/MarkSauer18/status/1950314158492438712)  2025-07-29T21:55Z [---] followers, [---] engagements


"I'm thinking about Seabridge Gold again $SEA.TO $SA. If they produce 1M oz of gold a year and they retain say 40% of the profits at today's gold price that is 40% of $3.4B/year or $1.4B/year. Not bad for a $3.5B market cap company. And what if gold does double again. Wow"  
[X Link](https://x.com/MarkSauer18/status/1976432718448849302)  2025-10-09T23:40Z [---] followers, [----] engagements


"Wow nice move in $TFII today"  
[X Link](https://x.com/MarkSauer18/status/1978890907538579672)  2025-10-16T18:28Z [---] followers, [---] engagements


"$IFC.TO Intact Financial posted decent earnings. Great to see their combined ratio back at 89.8% (improved from 103.9% last year)"  
[X Link](https://x.com/MarkSauer18/status/1985848651709890935)  2025-11-04T23:16Z [---] followers, [---] engagements


"Quite a move for this normally sleepy insurance stock $WRB - especially with no earnings news. Although there is some news but it feels like noise to me. So I added more shares 😂"  
[X Link](https://x.com/MarkSauer18/status/1996965953528283636)  2025-12-05T15:32Z [---] followers, [---] engagements


"$ROL why is Rollins trading at such a high valuation I get that they are consistently growing in the 10-13% range. but to me that would justify a [--] PE tops not a [--] PE. And yet it has been there more or less for years. You made more than 100% buying at that valuation in [----]. And holding until today. Their business is recession resistant without a doubt. Pests don't care about recessions. And they are well run trying to optimize costs improve training employee retention etc. But certainly priced for perfection. https://twitter.com/i/web/status/2001023937841340560"  
[X Link](https://x.com/MarkSauer18/status/2001023937841340560)  2025-12-16T20:17Z [---] followers, [--] engagements


"$IGIC Insurance looks insanely cheap on a discounted free cash flow model. I used the TTM FCF value of 109M. And I put in 0% growth for the next [--] years. They have no debt and 190.7M in cash. I used 44.4M shares and they are buying back shares so I'm not modelling that. Price projection is [-----] vs [-----] on the market. 0% growth would be a disaster but still shows a potential 67% price increase. Maybe the market thinks they really will shrink away. But I doubt it. They've been growing revenue at 10% a year and have a really low combined ratio of under 80%. I'm pretty sure the FCF will rise"  
[X Link](https://x.com/MarkSauer18/status/2009724694929297697)  2026-01-09T20:31Z [---] followers, [---] engagements


"This is an interesting slide from the $IGIC presentation last November looking at a variety of P&C insurance companies and focusing on the the ones that have higher returns and lower vol"  
[X Link](https://x.com/MarkSauer18/status/2009733151602458853)  2026-01-09T21:04Z [---] followers, [---] engagements


"Looking at Tradingview and the analyst projections for gold mining stocks there really aren't that many stocks where analyst projects are anywhere close to as bullish as they are for Seabridge Gold $SA"  
[X Link](https://x.com/MarkSauer18/status/2011164175230517310)  2026-01-13T19:51Z [---] followers, [---] engagements


"@DivGrojourney @CDInewsletter Yeah I've owned them for years"  
[X Link](https://x.com/MarkSauer18/status/2016274576393503060)  2026-01-27T22:18Z [---] followers, [--] engagements


"I came across this $HDIV.TO etf - a covered call based etf. They benchmark against the TSX index and it is interesting that they have actually beat the TSX since inception (on a total return basis). It is yielding 10.57% paid monthly and the payments have increased over time. Usually covered call etfs end up under-performing the benchmark. So it is an interesting case https://twitter.com/i/web/status/2017341248944935341 https://twitter.com/i/web/status/2017341248944935341"  
[X Link](https://x.com/MarkSauer18/status/2017341248944935341)  2026-01-30T20:56Z [---] followers, [---] engagements


"$CSU.TO at $2300 - now priced for about 1% FCF growth. My model shows a price of $2150 is 0% FCF growth. This is one of the best deals on the market right now. But it could still go lower"  
[X Link](https://x.com/MarkSauer18/status/2018702483233620122)  2026-02-03T15:05Z [---] followers, [----] engagements


"Well I added more $CSU.TO. (As I have AI to writing a large coding project in another window). Perhaps like Paypal the market will prove right. But I don't know I still think $CSU.TO will be fine. $PYPL just doesn't have as much of a moat anymore. I see most websites accepting Stripe for payments - or maybe they offer both - but I think people are more likely to just punch in their card to the Stripe box instead of logging into Paypal to check out so I kinda question the growth for $PYPL. But $CSU.TO still seems pretty solid. I could be wrong. Value-line updated their Constellation Software"  
[X Link](https://x.com/MarkSauer18/status/2018719495414517989)  2026-02-03T16:13Z [---] followers, [---] engagements


"It must be a glitch in the matrix $CSU.TO"  
[X Link](https://x.com/MarkSauer18/status/2019111239016653220)  2026-02-04T18:10Z [---] followers, [---] engagements


"CNN Fear and Greed. SPX is in a 2.58% drawdown from all time highs. What does this look like when we have a 30% drawdown or 50%"  
[X Link](https://x.com/MarkSauer18/status/2019553794460197372)  2026-02-05T23:28Z [---] followers, [---] engagements


"@jcogs77 [--] DTE options with 25% leverage. Certainly an impressive yield And the nav has increased too. interesting find"  
[X Link](https://x.com/MarkSauer18/status/2020626282510463398)  2026-02-08T22:30Z [---] followers, [--] engagements


"@jcogs77 I can't find any accurate total return charts. but it looks like it has had [----] in NAV appreciation from inception and around [----] in total distributions paid. That is a total return of about 19.4% has done 22.91% total return in the same time. http://XIC.TO http://XIC.TO"  
[X Link](https://x.com/MarkSauer18/status/2020629453433704596)  2026-02-08T22:42Z [---] followers, [--] engagements


"@enriqueabeyta @elonmusk @SpaceX That's crazy can you imagine living up on the moon"  
[X Link](https://x.com/MarkSauer18/status/2020902524849717484)  2026-02-09T16:48Z [---] followers, [--] engagements


"@enriqueabeyta @elonmusk @SpaceX No I haven't seen it"  
[X Link](https://x.com/MarkSauer18/status/2020946059237965945)  2026-02-09T19:41Z [---] followers, [--] engagements


"@enriqueabeyta @elonmusk @SpaceX I'll check it out Thanks for the tip"  
[X Link](https://x.com/MarkSauer18/status/2020952045545718239)  2026-02-09T20:04Z [---] followers, [--] engagements


"@HolySmokas Oops Been there"  
[X Link](https://x.com/MarkSauer18/status/2021293665931624547)  2026-02-10T18:42Z [---] followers, [---] engagements


"Looks like $IFC.TO missed their revenue estimates but they crushed the estimates for adjusted EPS. They did an 11% dividend increase which is nice - although not super. I wonder what the market will do with this The revenue miss will probably be concerning - although I see it like they are not willing to write unprofitable business just to bump up the revenue number. Combined ratio of 85.9% seems pretty solid for a basic P&C insurer. I'm not selling my shares https://twitter.com/i/web/status/2021349308998848703 https://twitter.com/i/web/status/2021349308998848703"  
[X Link](https://x.com/MarkSauer18/status/2021349308998848703)  2026-02-10T22:23Z [---] followers, [----] engagements


"@marc_slans I don't know. I like the company long term. The market is just in a really weird mood these days - small misses are getting punished hard. I'm adding to my position"  
[X Link](https://x.com/MarkSauer18/status/2022039949391081516)  2026-02-12T20:07Z [---] followers, [--] engagements


"@TheDividendGuy I never understood why people would want currency hedging. Unless you are very short term oriented"  
[X Link](https://x.com/MarkSauer18/status/2022350910786265431)  2026-02-13T16:43Z [---] followers, [--] engagements


"And year to date - you have a decent return in $RSP no return in $SPY"  
[X Link](https://x.com/MarkSauer18/status/2022417747532222690)  2026-02-13T21:09Z [---] followers, [--] engagements


"$SA Seabridge gold analysts are still quite bullish although there is a wide range of [--] year projections. Still I think this thing will trade with the gold price. But an announcement of a partner for KSM should be huge. Also I'm liking the spinout of Courageous Lake into Valor Gold. I don't think much value from that project with [--] million oz of gold is in the price. Yeah it is up 166% in the last year but it still has a LOT of potential. If KSM goes into full production I think these shares could possibly 10x from here or more especially if gold continues to rise. Of course if gold falls"  
[X Link](https://x.com/MarkSauer18/status/2011162794742464827)  2026-01-13T19:45Z [---] followers, [---] engagements


"AI can do garbage better $WCN"  
[X Link](https://x.com/MarkSauer18/status/2022037187509072112)  2026-02-12T19:56Z [---] followers, [---] engagements


"$HRB - HR Block reported that they have repurchased another $412M worth of shares in the first [--] months. For a $4.5B market cap that is like 9% of the outstanding shares YTD And they pay over a 4% dividend. Not an exciting company maybe but they are returning a lot of cash to shareholders and trade at a reasonable valuation. I think they are getting caught up in the AI disruption fears. Probably not warranted for these guys imho. https://twitter.com/i/web/status/2018803923579195517 https://twitter.com/i/web/status/2018803923579195517"  
[X Link](https://x.com/MarkSauer18/status/2018803923579195517)  2026-02-03T21:48Z [---] followers, [----] engagements


"$BKNG has been selling off this past month. I guess no one will use them now that they can book with AI instead. Although I wonder why AI wouldn't book using their sites especially if they have good pricing. All these AI disruption narratives. Which will be real"  
[X Link](https://x.com/MarkSauer18/status/2020950937003839781)  2026-02-09T20:00Z [---] followers, [----] engagements


"@NewcomerInvest @growthrapidly $CSU.TO with $CRM a close second"  
[X Link](https://x.com/MarkSauer18/status/2022375589798383730)  2026-02-13T18:21Z [---] followers, [---] engagements


"Taxing unrealized capital gains is stupid. Suppose you are holding a stock that goes up 300% in [--] years. And you pay the taxes as it goes up. Then in year [--] it falls 90%. You are now in a loss on your original investment. But you don't get your taxes back"  
[X Link](https://x.com/MarkSauer18/status/2022482426631713045)  2026-02-14T01:26Z [---] followers, [--] engagements


"@myownadvisor @DivGrojourney I like $WCN even if it has been trash in the last year. I wouldn't bet against it for the next year"  
[X Link](https://x.com/MarkSauer18/status/1993756736080261486)  2025-11-26T19:00Z [---] followers, [--] engagements


"$TPL A Data Center agreement for $TPL. Not as strong as I would have hoped but a step in the right direction. $TPL is investing $50M in Bolt as part of the agreement. But it looks like they don't have a partner still to actually build any data centre's yet"  
[X Link](https://x.com/MarkSauer18/status/2001316333401563343)  2025-12-17T15:39Z [---] followers, [---] engagements


"While my $CSU.TO holding is bleeding away currently I'm pleased about my investment in $CASY so far Keeps delivering"  
[X Link](https://x.com/MarkSauer18/status/2011855807554732387)  2026-01-15T17:39Z [---] followers, [----] engagements


"I still wonder why $CSU.TO started this steep descent on January 12th. The market was happy to trade the shares in the low 3000s since mid November. And then Wham we get another 15% shaved off. Certainly challenges your conviction😂. If I am really a long term holder I should welcome the decline to accumulate more shares. Clearly lots of people are getting out even people that bought in the 3000s are likely dumping. And these sentiment based dumps can go a lot lower - thinking of you $META - falling 76.7% peak to trough in [----] In $CSU.TO we are only down 45% now. Going from a 45% decline to"  
[X Link](https://x.com/MarkSauer18/status/2012217007492735187)  2026-01-16T17:34Z [---] followers, [----] engagements


"10% dividend increase for $MRU.TO but market didn't like their earnings report"  
[X Link](https://x.com/MarkSauer18/status/2016162346964811919)  2026-01-27T14:52Z [---] followers, [---] engagements


"Wow gold and silver are continuing to decline sharply. I don't know [----] an ounce still seems very high for gold. I bet gold could fall in into the [----] range"  
[X Link](https://x.com/MarkSauer18/status/2018353145697685536)  2026-02-02T15:57Z [---] followers, [---] engagements


"@Kross_Roads @acce Sometimes I guess you just gotta. Wow I can't believe they got rid of Alex Chriss - so quickly"  
[X Link](https://x.com/MarkSauer18/status/2018705006506000705)  2026-02-03T15:15Z [---] followers, [---] engagements


"@jcogs77 That is true does happen a lot on tops"  
[X Link](https://x.com/MarkSauer18/status/2018707129004114103)  2026-02-03T15:24Z [---] followers, [--] engagements


"@wazumi_cap I mean it may give you a credit rating but would you trust it"  
[X Link](https://x.com/MarkSauer18/status/2018718359542509924)  2026-02-03T16:08Z [---] followers, [---] engagements


"Gee sounds like we are getting some crazy Gold predictions now The article suggests that mercury could be converted to gold if you can remove a proton from the nucleus. And if you can do it at scale we could make a lot of gold easily"  
[X Link](https://x.com/MarkSauer18/status/2018754833449447480)  2026-02-03T18:33Z [---] followers, [--] engagements


"@Kross_Roads Yeah I was up today too Although I've been moving counter to the market a lot lately down when market is up up when market is down oh man the market gods are crazy these days"  
[X Link](https://x.com/MarkSauer18/status/2018806746790363236)  2026-02-03T22:00Z [---] followers, [---] engagements


"Kinda interesting seeing that $RSP (the equal-weight S&P500 ETF) is really outperforming $SPY (the most popular market-weight S&P500 ETF) YTD. And the gap is getting wider the last few days"  
[X Link](https://x.com/MarkSauer18/status/2019119673141576130)  2026-02-04T18:43Z [---] followers, [---] engagements


"@grok do you know why"  
[X Link](https://x.com/MarkSauer18/status/2019120601731068173)  2026-02-04T18:47Z [---] followers, [--] engagements


"So $EL guides for the rest of [----] slightly below the consensus - 2.05-2.25 (midpoint 2.15) with consensus view at [----]. I'm sure that view INCLUDES the impact of tariffs. Yet the narrative for the 20% decline in $EL stock is that it is because of $100M in tariffs in the second half of [----]. That said the shares had probably run up too much so this 21% down move whacks them back to a more reasonable valuation for where they are at https://twitter.com/i/web/status/2019469662061486464 https://twitter.com/i/web/status/2019469662061486464"  
[X Link](https://x.com/MarkSauer18/status/2019469662061486464)  2026-02-05T17:54Z [---] followers, [--] engagements


"Good call I wonder if this was the last run for bitcoin or if it may do another run perhaps to $150K in 2-3 years. They always give this argument that bitcoin will go up because there will only ever be [--] million bitcoin. And I'm like OK you could also say that about a lot of common stocks. In fact many common stocks have rapidly declining share counts and often the share price does go up but it doesn't rise for that reason People want a return https://twitter.com/i/web/status/2019534565295935915 https://twitter.com/i/web/status/2019534565295935915"  
[X Link](https://x.com/MarkSauer18/status/2019534565295935915)  2026-02-05T22:12Z [---] followers, [---] engagements


"$ATD.TO earnings soon"  
[X Link](https://x.com/MarkSauer18/status/1937980132683325871)  2025-06-25T21:04Z [---] followers, [---] engagements


"$ATD.TO earnings don't really look that impressive to me. Has this company lost its mojo"  
[X Link](https://x.com/MarkSauer18/status/1937983863160246565)  2025-06-25T21:18Z [---] followers, [---] engagements


"$ATD.TO still it did buy a lot of shares in fiscal [----]. If things improve and most likely they will sooner or later it is good for long term shareholders"  
[X Link](https://x.com/MarkSauer18/status/1937984627823808653)  2025-06-25T21:21Z [---] followers, [---] engagements


"Nice move in $ATD.TO The market never liked their [--] eleven deal. Although where will growth come from now"  
[X Link](https://x.com/MarkSauer18/status/1945849388401906154)  2025-07-17T14:13Z [---] followers, [---] engagements


"So is $CASY the smaller and nimbler version of $ATD.TO Easier for them to move the needle meaningfully with acquisitions"  
[X Link](https://x.com/MarkSauer18/status/1961466753235435895)  2025-08-29T16:31Z [---] followers, [---] engagements


"I like that they ( $CASY ) are known for their pizza. The 5th largest pizza chain in the USA But something like that will keep people coming in the stores. What kind of food is $ATD.TO known for"  
[X Link](https://x.com/MarkSauer18/status/1961467111605260330)  2025-08-29T16:32Z [---] followers, [---] engagements


"I guess the market likes $ATD.TO's earnings"  
[X Link](https://x.com/MarkSauer18/status/1963266148197183513)  2025-09-03T15:41Z [---] followers, [---] engagements


"The ultimate Canadian forever portfolio Yellow line assumes rebalancing green is with no rebalancing. Blue is the tsx composite - all total returns. The ultimate portfolio has no annual negative returns in [--] years. Companies with less history were added as they IPO. -"  
[X Link](https://x.com/MarkSauer18/status/1971969963280986345)  2025-09-27T16:07Z [---] followers, [---] engagements


"Tickers; $MRU.TO $L.TO $ATD.TO $DOL.TO $IFC.TO $CSU.TO $GIBa.TO $FNV.TO $WPM.TO $STN.TO $WCN.TO $FFH.TO. -"  
[X Link](https://x.com/MarkSauer18/status/1971969966070272307)  2025-09-27T16:07Z [---] followers, [---] engagements


"@ddash_ca $CASY seems like the better play now with a similar business model but smaller so easier to move the needle. But I still hold $ATD.TO as well"  
[X Link](https://x.com/MarkSauer18/status/1975212863980753361)  2025-10-06T14:53Z [---] followers, [---] engagements


"I always like these dividend bumps a 10.3% increase was declared by $ATD.TO"  
[X Link](https://x.com/MarkSauer18/status/1993083469870846028)  2025-11-24T22:25Z [---] followers, [---] engagements


"I never know what the market will do with these earnings but I have to say I am happy to see a return to growth in same store sales for $ATD.TO. Revenue missed the estimates though so the market expected more but they beat on EPS which shows improving margins - always good"  
[X Link](https://x.com/MarkSauer18/status/1993084169447186794)  2025-11-24T22:27Z [---] followers, [---] engagements


"Not a bad reaction to $ATD.TO earnings I'm kinda surprised it is this strong. I mean they were encouraging but not a knockout. Hopefully the company continues to show sales momentum"  
[X Link](https://x.com/MarkSauer18/status/1993337540318052868)  2025-11-25T15:14Z [---] followers, [---] engagements


"@DivGrojourney Yeah I think if not the top they are certainly high up the list. Seems so odd to mix a gas station with a pizzeria but clearly it is working"  
[X Link](https://x.com/MarkSauer18/status/2011943951104950450)  2026-01-15T23:29Z [---] followers, [--] engagements


"I guess the transports look cheap in Canada-and could very well be an opportunity to pick up depressed shares. I tend to think the railways have a bigger moat though. I mean anyone can buy a few trucks and start hauling goods. The cost of entry is low. How solid is $TFII's moat"  
[X Link](https://x.com/MarkSauer18/status/1991186359977955575)  2025-11-19T16:46Z [---] followers, [--] engagements


"$PSK PrairieSky Royalty corp an interesting Canadian Oil/Gas royalty company just doubled their dividend on a solid quarter. Looks like they are reporting quite an increase of drilling and new wells on their oil fields. Perhaps more supplies are slowly coming online"  
[X Link](https://x.com/MarkSauer18/status/1584646501921599490)  2022-10-24T20:42Z [---] followers, [--] engagements


"Nice earnings from Toromont Industries Ltd $TIH.TO one of my favorite Canadian companies. Their main business is as a dealer for Caterpillar machines so I tend to think they are a backdoor play on mining oil infrastructure building in Canada"  
[X Link](https://x.com/MarkSauer18/status/1684949410638184448)  2023-07-28T15:30Z [---] followers, [--] engagements


"I wonder if power corporation $pow.to will grow faster again with higher interest rates. As their main business is life insurance they should benefit from higher rates by investing the premiums in bonds I would think. They used to grow a lot faster in the 90s. we'll see I guess"  
[X Link](https://x.com/MarkSauer18/status/1690465347952877568)  2023-08-12T20:48Z [---] followers, [--] engagements


"Came across $BMI Badger Meter corp. I remember I owned this company like [--] years ago Seems like that was a wee mistake to sell it"  
[X Link](https://x.com/MarkSauer18/status/1780967103555846582)  2024-04-18T14:30Z [---] followers, [--] engagements


"@ddash_ca I think you must have a great portfolio of compounders"  
[X Link](https://x.com/MarkSauer18/status/1794042590926618755)  2024-05-24T16:27Z [---] followers, [--] engagements


"$IFC.TO (Intact Financial) reported what looks to me great earnings. So I guess the shares will be down 7% tomorrow. 😂"  
[X Link](https://x.com/MarkSauer18/status/1818407547247985058)  2024-07-30T22:05Z [---] followers, [--] engagements


"$IFC.TO Intact Financial said they expect another strong year for insurance (translation Car and Home premiums are going up :( )"  
[X Link](https://x.com/MarkSauer18/status/1818408576010088785)  2024-07-30T22:09Z [---] followers, [--] engagements


"@ddash_ca Or maybe the conservatives will vote for it - it is something they would usually support"  
[X Link](https://x.com/MarkSauer18/status/1826996512578011637)  2024-08-23T14:54Z [---] followers, [--] engagements


"@CDInewsletter I own [--] of [--] and would certainly consider adding $IAG.to. but I don't like investing in telcos for some reason even though they will probably do fine"  
[X Link](https://x.com/MarkSauer18/status/1828153692488638599)  2024-08-26T19:33Z [---] followers, [---] engagements


"$CNR.TO is having a good day. Clearly the market likes their earnings and outlook"  
[X Link](https://x.com/MarkSauer18/status/1918369428636614707)  2025-05-02T18:18Z [---] followers, [---] engagements


"$MGA $MG.TO Magna International. If I run discounted FCF model on Magna I see the current price of [----] (on the US listing) is implying -1.8% FCF growth for the next [--] years. Suppose the market could be right but this is awfully pessimistic. -"  
[X Link](https://x.com/MarkSauer18/status/1924148277093773325)  2025-05-18T17:01Z [---] followers, [---] engagements


"Wealthsimple's presentation today was impressive. They are going to continue to take market share from the big banks in Canada. I bet one day they will do a large IPO - and Power Corporation will benefit $POW.TO. Yet $POW.TO shares are still pretty cheap"  
[X Link](https://x.com/MarkSauer18/status/1932858000341139783)  2025-06-11T17:50Z [---] followers, [---] engagements


"$IFC.TO Intact Financial sounds like a grand slam quarter And they expect further premium growth. Gotta love P&C insurance"  
[X Link](https://x.com/MarkSauer18/status/1950312915707543942)  2025-07-29T21:50Z [---] followers, [---] engagements


"I noticed $HRMY Harmony Biosciences is trading down over 16% today on news that their Phase [--] trial result failed. But the interesting thing is that the company still has their main drug Wakix which is selling profitably and the company is trading a very low valuation"  
[X Link](https://x.com/MarkSauer18/status/1970923423766614251)  2025-09-24T18:48Z [---] followers, [---] engagements


"Wealthsimple is cool and growing like crazy. I keep thinking that $POW.TO will benefit more and more from their Wealthsimple investment. I wouldn't be surprised if Wealthsimple goes public one day and will be a top performer"  
[X Link](https://x.com/MarkSauer18/status/1981041988607889562)  2025-10-22T16:56Z [---] followers, [---] engagements


"Interesting to read that AI investments by Intact Financial $IFC.TO are generating $150 million a year in benefits. Not bad. I'm sure more and more companies will start reporting things like this. Insurance doesn't scream "I'm an AI play" but it is"  
[X Link](https://x.com/MarkSauer18/status/1986130476248277461)  2025-11-05T17:56Z [---] followers, [---] engagements


"Mike Rose from $TOU.TO seems to keep acquiring shares almost weekly. He has been buying more and more shares going back to [----] (which is as far back as the globe and mail shows)"  
[X Link](https://x.com/MarkSauer18/status/2014077777167675439)  2026-01-21T20:48Z [---] followers, [---] engagements


"$TFII and $CNI (a.k.a $CNR.TO) both reported much lower revenues in Q3 vs last year - which means they are moving fewer goods. Yet Visa's ($V) revenue is up. This sounds like an inflation to me - we're paying more for less goods"  
[X Link](https://x.com/MarkSauer18/status/1716914165758226574)  2023-10-24T20:26Z [---] followers, [---] engagements


"$BYD.TO Boyd Group Services reported this in their earnings: Boyd remains confident that the Company is on track to achieve its long-term growth goals including doubling the size of the business on a constant currency basis from [----] to [----] against [----] sales"  
[X Link](https://x.com/MarkSauer18/status/1725925161814110341)  2023-11-18T17:13Z [---] followers, [--] engagements


"$BYD.TO reports this chart in their latest presentation looking at [--] year return windows of Boyd Group vs the TSX. Impressive But clearly the growth rate is slowing down unlikely we'll 9966.5% growth in the next [--] years"  
[X Link](https://x.com/MarkSauer18/status/1725931422303629677)  2023-11-18T17:38Z [---] followers, [---] engagements


"@SunnyJNB Yeah not many people seem to talk about Boyd Group But it is a great business and I think it seems to have a recession proof quality as people will need to repair their damaged cars often using insurance money regardless of what is happening in the economy"  
[X Link](https://x.com/MarkSauer18/status/1725932184098201985)  2023-11-18T17:41Z [---] followers, [--] engagements


"Looks like another good year for Toromont Industries $TIH.TO"  
[X Link](https://x.com/MarkSauer18/status/1757825855823450593)  2024-02-14T17:55Z [---] followers, [---] engagements


"Eek $TIH.TO earnings"  
[X Link](https://x.com/MarkSauer18/status/1786122997851643969)  2024-05-02T19:58Z [---] followers, [---] engagements


"Wow big miss at Boyd Group services $BYD.TO"  
[X Link](https://x.com/MarkSauer18/status/1790739401330635002)  2024-05-15T13:41Z [---] followers, [---] engagements


"$TIH.TO looks like they beat the Revenue estimate of 1.262B but missed the EPS estimate of [----]. Not great to see earnings decline with increasing revenue"  
[X Link](https://x.com/MarkSauer18/status/1853580728925348075)  2024-11-04T23:30Z [---] followers, [---] engagements


"Crazy dip this morning in $TIH.TO and now a nice rebound. As much as I would have liked to see more profitability last quarter I would never sell my shares certainly not with a market at open order on the TSX"  
[X Link](https://x.com/MarkSauer18/status/1853812027858489481)  2024-11-05T14:50Z [---] followers, [--] engagements


"$BYD.TO Boyd Group Services is down. But they have been working on getting more efficient. The issues they face are due to decreased repairable claims. This is likely temporary and when claims pick up we will have a company with better gross margins shares could surge fast"  
[X Link](https://x.com/MarkSauer18/status/1865828743190626429)  2024-12-08T18:40Z [---] followers, [---] engagements


"Of all the Canadian Pipeline companies Pembina $PPL.TO is the only one with less total debt than equity. $ENB.TO $TRP.TO and $SOBO.TO have way more debt than equity. I like the fact that they have less leverage and have performed very well"  
[X Link](https://x.com/MarkSauer18/status/1877435193008537838)  2025-01-09T19:20Z [---] followers, [---] engagements


"Seems like $TIH.TO Toromont might be a victim of Tariffs (for a while). If the Canadian dollar drops it will hurt them as import costs of $CAT gear will increase. Also Canada could slap tariffs on $CAT gear to retaliate (although that seems stupid to me)"  
[X Link](https://x.com/MarkSauer18/status/1878923183388262560)  2025-01-13T21:52Z [---] followers, [--] engagements


"Of course $CAT could move to build more of the gear targeted for Canadian use in Canada and then $TIH.TO wouldn't be subject to import tariffs on that stuff. I believe they already build some stuff here. Who knows what will happen"  
[X Link](https://x.com/MarkSauer18/status/1878924753345638819)  2025-01-13T21:59Z [---] followers, [--] engagements


"$TIH.TO looks like a pretty big beat of their expectations looks like analysts were expecting [----] for EPS and 1.29B for Revenue. Plus they bumped the dividend by 8.3%. Not bad"  
[X Link](https://x.com/MarkSauer18/status/1889444090963698105)  2025-02-11T22:39Z [---] followers, [---] engagements


"$TIH.TO earnings seem disappointing. But maybe it is priced in We'll see. Doug Ford wants to get more mining going in Ontario that sounds uber bullish for Toromont"  
[X Link](https://x.com/MarkSauer18/status/1917711926412599563)  2025-04-30T22:45Z [---] followers, [--] engagements


"Another way to look at the potential loss of Cobre Panama for $FNV. If the [----] revenue from the mine was $223M $FNV's total revenue for [----] was $1315M so this mine accounts for 17% of their revenue. Quite a hit however I still think they can recover"  
[X Link](https://x.com/MarkSauer18/status/1719016954818613525)  2023-10-30T15:42Z [---] followers, [---] engagements

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