@DSteinmoeller Avatar @DSteinmoeller DividendDave

DividendDave posts on X about $wcp, $cnq, $tpz, $cve the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 27% stocks 26% cryptocurrencies 7% countries 4% travel destinations 1% social networks 1% technology brands 1%

Social topic influence $wcp #9, $cnq 17%, $tpz 11%, $cve 10%, $tou 9%, $arx #17, $nrgi 7%, $fru 7%, $sde 6%, $pey 6%

Top accounts mentioned or mentioned by @bubleqe @jenstilmanydots @nuggetcapital @razoroil @beegjj @shaletier7 @kevinagraham @wtibull @zorzee @assettraveller @freedomprocess @trendbullish @tradeoilstocks @jimduffus @trevorrose @jleqc @volkomm @energyinvest0r @crudeoil231 @kramerkarma1

Top assets mentioned Canadian Natural Resources Limited (CNQ) Cenovus Energy Inc. (CVE) Accelerant Holdings (ARX) Aethir (ATH) Veren Inc. (VRN) EQIFi (EQX) Scroll (SCR) Enbridge, Inc (ENB) CRESCENT POINT ENERGY CORP. (CPG) PPL Corp (PPL) Suncor Energy, Inc. (SU) Imperial Oil Limited (IMO) AT&T Inc. (T) Montrose Environmental Group, Inc. (MEG) AMC Entertainment Holdings, Inc. (AMC) Petroleo Brasileiro S.A.-Petrobras (PBR.A) Ecopetrol S.A (EC) Rubycoin (RBY) Ivanhoe Electric Inc. (IE) Legence Corp (LGN)

Top Social Posts

Top posts by engagements in the last [--] hours

"Must read thread re Canadian natural gas market and outlook. https://t.co/EQlGsyUyvp https://t.co/EQlGsyUyvp"
X Link 2026-01-21T01:05Z [----] followers, [----] engagements

"RT @CIJAinfo: [------] people in downtown Toronto calling for a better future for the people of Iran. No arrests. When protestors are peac"
X Link 2026-02-03T12:53Z [----] followers, [---] engagements

"RT @jkenney: Nonsense. Broad public support for immigration depends on having a rules based system. That means not rewarding people who vi"
X Link 2026-02-06T18:17Z [----] followers, [---] engagements

"@BubleQe $WCP currently has positive operational momentum $ARX unfortunately now in show me mode for a few quarters at least"
X Link 2026-02-09T01:56Z [----] followers, [---] engagements

"Review $WCPs investor day presentation and note the positive operational trends across drilling efficiency type curves synergy realizations and the growth project pipeline. Theres a reason $WCP is now Receiving a modest premium to $ARX on the metrics you quote. Not a hater by the way have owned $ARX in size in the past but investing in this sector for the past [--] years or so has taught me asset performance and inventory quality really matters. $ARX legacy lands continues to Perform well and hence the strong financial results but the market discounting Attachie given ho-hum results makes"
X Link 2026-02-09T13:11Z [----] followers, [---] engagements

"RT @VivianBercovici: Muslim lobby in decries the closing of Islamophobia Envoys office a boondoggle abused to promote divisive ident"
X Link 2026-02-09T22:20Z [----] followers, [--] engagements

"@TheWealthMiner $EQX"
X Link 2025-08-01T03:00Z [----] followers, [---] engagements

"@BOEReport Would be great to see $TOU deploy the strategic buyback when the share price is especially weak. So far this has been a theoretical buyback only. Granted heavy capex years but plenty of balance sheet capacity to do both and sustain the dividend"
X Link 2025-08-06T12:41Z [----] followers, [---] engagements

"early Q3 positioning update for those who are interested. Im running zero margin at the moment and primarily focused on owning high quality energy companies with deep reserves and excellent management. Have been adding to $CNQ of late and adjusted my natural gas exposure down. Trying to let my winners $WCP and $SDE run and hopeful my gold pick $EQX finally inflects after a painful year. I also rolled my base metal exposure out of $XBM and into $IVN and $LUN in Q2. Note: managed funds represent work retirement accounts. Feedback and questions welcome. Hesitant to post YTD returns as such"
X Link 2025-08-07T19:30Z [----] followers, [----] engagements

"You can always reinvest part of your distribution to keep your investment size steady (or growing) with CC funds. Theres no free lunches unfortunately. A good way to look at this might be to review total Return of XEG vs ENCC over different time frames Last I looked it was pretty neutral (ie. you werent better off in the CC etf)"
X Link 2025-08-08T01:38Z [----] followers, [--] engagements

"@BubleQe Im pretty much maxed at 16% port weight for $CNQ but definitely understand adding here. Youll be happy with those shares for years to come"
X Link 2025-08-11T19:53Z [----] followers, [---] engagements

"@Rory_Johnston"
X Link 2025-09-05T23:18Z [----] followers, [---] engagements

"@Rory_Johnston Going with 50% A and 50% B. Opec wont reverse their production ceiling hikes as theres no need to lower a ceiling - they can produce under the ceiling of course so now my brain is a pretzel"
X Link 2025-10-15T18:08Z [----] followers, [---] engagements

"@garquake What are your favourites Ive added to $enb this past quarter"
X Link 2022-01-06T13:21Z [----] followers, [--] engagements

"@ericnuttall @DigMedia After watching this segment I couldnt help but pick up some $NRGI units to go along with my $NNRG holdings. The income potential sounds incredible. Do yourselves a favour and tune in around the [--] minute mark id youre tight on time. I vote for the quarterly true up 😁 #com"
X Link 2022-04-06T22:59Z [----] followers, [--] engagements

"$MEG is criminally undervalued and is given no credit for [--] declines / low Capex and 30-50 years of reserve life. Do some simplistic DCF modelling and see what I mean. 3-4 bagger if you credit them with flat FCF assumed for [--] years let alone [--] #com @timber001 @nyetjgoldblum"
X Link 2022-05-15T14:42Z [----] followers, [---] engagements

"@tjungstr @flenflyysfreres @h_Zachariah_b @steffest7 @jim_duffus @Bubba16269851 @z_or_zee @ericnuttall I know @ds bought Ninepoints this way in the US. Adding him to the thread. I have $NNRG and $NRGI through my brokerage/NEO exchange in Canada and I am very happy with both my transaction and ownership experiences"
X Link 2022-06-05T16:10Z [----] followers, [--] engagements

"@nyetjgoldblum @oilandgasrebel Sorry if I mumbled $CVE for pick [--] - top holding in both $NNRG and $NRGI as of end July is my guess"
X Link 2022-08-10T19:55Z [----] followers, [--] engagements

"@WTIBull Added more $TOU a few $WCP calls and some $NRGI units. Hero or zero moves- TBD"
X Link 2022-09-23T16:55Z [----] followers, [--] engagements

"@WTIBull Discussed further down the thread but I think you should have included potential takeover target in the opener as a positive catalyst. Ive got a biggish MEG position and will revisit my interim plan in January - agree with data points for both bull/ bear"
X Link 2022-11-24T15:46Z [----] followers, [--] engagements

"@BeegJj Still in $NRGI If yes mind if we connect via DM Cheers"
X Link 2022-12-23T14:55Z [----] followers, [---] engagements

"@BeegJj Replaced my $NRGI with Horizons $ENCC in my income accounts today. [--] equal weight holdings Including the big CAD producers for both oil and gas as well as the mid streamers. Covered call premium Lower MER higher distribution and no US Shale. Seemed like a good switch"
X Link 2023-01-16T21:59Z [----] followers, [---] engagements

"The news $WCE holders have been waiting for #com https://ca.finance.yahoo.com/news/wescan-energy-announces-production-well-223500324.html https://ca.finance.yahoo.com/news/wescan-energy-announces-production-well-223500324.html"
X Link 2023-01-19T23:19Z [----] followers, 14.4K engagements

"@WTIBull Me when I start seeing $AMC style Bagholder conspiracy theories in my #eft centric Twitter timeline"
X Link 2023-04-20T21:59Z [----] followers, [---] engagements

"@BeegJj Good looking list sir - Im mostly in the same names plus $ROK.WT and for my income focused account I use $ENCC instead of $NRGI plus some $PBR.A and $EC - the juicy latam dividend payers are new for [--] h/T @calvinfroedge @ds"
X Link 2023-05-27T13:32Z [----] followers, [---] engagements

"@jenstilmanydots Curious if you hold speculative juniors in your TFSA I had a pretty good 21/22 owning various energy names and managed to run it up quite a bit. I wanted to lower my chance of destroying my excess value vs the lifetime limit and switched into $ENCC for tax free income"
X Link 2023-08-29T23:52Z [----] followers, [---] engagements

"@DerAchsenZeit Sorry to hear that. $ITE has truly been a dog. On the plus side at least its not $RZE"
X Link 2023-10-31T18:56Z [----] followers, [---] engagements

"@BubleQe Solid list but Ill admit I did a double take - thought you said $PPR for a second there. 😂"
X Link 2023-12-14T02:12Z [----] followers, [---] engagements

"2023 energy investing review and lessons learned for [----]. [--]. Quality names stabilize your portfolio - no surprise here but [----] chop reiterated this. $CNQ and $TOU remain portfolio anchors. [--]. Avoid shitcos - by not chasing down market torque I avoided significant pain. 1/4"
X Link 2023-12-31T16:13Z [----] followers, 28.4K engagements

"@BeegJj Top picks $RBY $PNE $IE"
X Link 2024-04-30T12:15Z [----] followers, [---] engagements

"@BubleQe Made $CVE my #4 holding earlier this year right behind $CNQ/ $TOU and $TPZ. The 3-5 year plan is compelling"
X Link 2024-06-07T02:48Z [----] followers, [---] engagements

"@RazorOil Ill see what I can do - maybe as at June 30th I can run some metrics"
X Link 2024-06-25T00:44Z [----] followers, [---] engagements

"@rockcreekfreak @NuggetCapital Excellent analysis- thanks for putting this together. Ive been an $IPCO fan for a while. Growing SAGD production dramatically while shrinking the share count meaningfully is a nice combination"
X Link 2024-11-20T12:47Z [----] followers, [---] engagements

"2024 energy investing year in review and lessons learned. The good managed a reasonably decent up year despite weak commodity prices for much of the year. The less good $CPG/$VRN overweight cost me a lot of performance and requires a large tax loss sale over prior to YE 1/6"
X Link 2024-12-26T14:39Z [----] followers, [----] engagements

"@RazorOil $Ipco for the greenfield SAGD and Lundin leadership and $VRN because I have major bags I need to pump 🫡"
X Link 2024-12-28T02:15Z [----] followers, [---] engagements

"@RazorOil @emmpeethree @NotFreeCashFlow @BubleQe @jim_duffus @AssetTraveller @freedomprocess shared an article with me at one point that helped explain the nav workings for CC funds. Maybe he can send to you via DM or share the link. For disclosure we have some family exposure to $ENCC so not a hater of the fund or concept by any means. 🫡"
X Link 2024-12-28T18:00Z [----] followers, [---] engagements

"@Josh_Young_1 $IPCO: relentless buyback low base decline rate greenfield SAGD growth and Lundin Management"
X Link 2024-12-29T04:30Z [----] followers, [----] engagements

"@Westpine613 Ive been adding to $FRU here as well. Well covered dividend to boot"
X Link 2025-01-21T20:37Z [----] followers, [---] engagements

"@jim_duffus @Westpine613 Combine with $PEY and $WCP and youve got a nice little monthly income stream with a good chance of capital gains as well. Prefer an income mix like this over $ENCC I think due to the cleaner distributions (no ROC) and upside"
X Link 2025-01-21T23:53Z [----] followers, [---] engagements

"Purged a low conviction speculative name today - Proceeds into $TPZ and $ATH. Great results from $ARX after the bell yesterday as well. My $ARX position is now back to a 10% port weight and will be left alone while Terry and his team keep on delivering"
X Link 2025-02-07T15:32Z [----] followers, [---] engagements

"Todays adds: $CNQ $VRN $ATH $TVE"
X Link 2025-02-25T15:30Z [----] followers, [---] engagements

"@BubleQe @trend_bullish @CanadianNatural Added more $CNQ today as well along with Top-ups to $ARX and $PEY. Let $FRU go. I gave up some current yield for more dividend growth and capital gain potential. Cc @Kevin_AGraham"
X Link 2025-02-26T18:32Z [----] followers, [---] engagements

"@BubleQe @CanadianNatural If you assume a 7-10% div bump In [----] Youre approaching a 6% YoC at todays share price for the best in the business $CNQ"
X Link 2025-02-26T18:50Z [----] followers, [---] engagements

"@BubleQe Added to $SCR $CNQ $HWX and even (gulp) $CVE today 🫣"
X Link 2025-03-03T21:17Z [----] followers, [---] engagements

"@BubleQe @TourmalineOil Added to $TOU today too along with $CNQ $TPZ and $ARX. Exited $ATH (quick loss unfortunately) and $SCR (quick gain) to fund. Im seeing less need to own SMIDS when the best of the best are discounted so badly while adding to reserves executing operationally and dividends"
X Link 2025-03-06T16:02Z [----] followers, [---] engagements

"@BubleQe @Kevin_AGraham Disclosure I liquidated several mid size positions today including $CVE and $HWX +swapped my existing $VRN for $WCP. I try not trade so much but when a fat pitch is thrown its time to take a big swing. Incredible opportunity today to own a Montney juggernaut at a 9%+ yield"
X Link 2025-03-10T17:42Z [----] followers, [---] engagements

"After going big on $WCP yesterday and recent adds to $CNQ $TOU $ARX and $TPZ this is my latest portfolio pie chart. Feeling good about the quality management teams Ive aligned with"
X Link 2025-03-11T18:34Z [----] followers, [----] engagements

"Disclosure / took profits today on $IPCO and bought more $WCP"
X Link 2025-03-14T16:26Z [----] followers, [---] engagements

"@BubleQe I Added significantly to $CNQ $WCP and $TPZ. Quality was indeed on sale"
X Link 2025-04-17T20:05Z [----] followers, [---] engagements

"Latest portfolio. Took some profits on massive overweights in $CNQ and $WCP after loading up on the Liberation day rinsing. Trims to $PEY $TOU $EQX exited $TCW for now and have been building up my $SDE position. new risk off positions in $PPL and FCLC. Margin to 102% long"
X Link 2025-05-28T17:41Z [----] followers, [----] engagements

"@Kevin_AGraham Great great thanks @Kevin_AGraham still Long $PEY as a core position"
X Link 2025-06-06T17:39Z [----] followers, [---] engagements

"@SteveWps We dont need to make it back the same way we lost it - maybe time to cut bait and swap into a resource developer whos proving out a play rather than burning through their last years of inventory at $60 oil $LGN $SDE etc"
X Link 2025-06-10T11:29Z [----] followers, [---] engagements

"@AssetTraveller Same- I took a little off $CNQ $WCP $PEY and a touch of $SDE. If oil and gas names keep ripping Im totally fine making a blood sacrifice for the greater good. 🙏"
X Link 2025-06-17T17:18Z [----] followers, [---] engagements

"@NuggetCapital This is a fair observation. There are other energy names with much broader buying these days. The $WCP team loaded up post liberation day $FRU insiders have been buying consistently and in quantity as well to name a few. SEDI is a valuable tool"
X Link 2025-07-08T23:46Z [----] followers, [---] engagements

"@ShaleTier7 RIP $WCP bulls"
X Link 2025-07-23T20:48Z [----] followers, [---] engagements

"@NuggetCapital Theyll need to pay up for $SDE"
X Link 2025-07-23T21:19Z [----] followers, [---] engagements

"@ManitobaCanuck @NuggetCapital @IBB_INVEST They probably should take a run at $SDE while its still cheap. Bulk up in the Duvernay and dump the EF for whatever they can get"
X Link 2025-07-24T01:42Z [----] followers, [---] engagements

"Another excellent quarter from post merger $WCP. Operational momentum picking up across the combined asset base. My favourite part of the presser though was this quote we will continue to take a counter-cyclical approach to capital allocation including prioritizing share repurchases to enhance per share growth while placing less emphasis on expanding organic production in a lower pricing environment"
X Link 2025-10-22T23:15Z [----] followers, [----] engagements

"Grant has publicly discussed his desire (and expectation) that the dividend yield will compress over time due to share price appreciation (ie. capital gains for investors). Income investors typically seek a reliable and growing dividend. Does Whitecap intend to grow the dividend over time"
X Link 2025-10-31T17:41Z [----] followers, [---] engagements

"@trevor_rose_ CNQ style dividend growth would be ideal. 20+ years of increases 20% CAGR"
X Link 2025-10-31T17:48Z [----] followers, [---] engagements

"@RealPeterLinder How can you possibly trust the management team They will in all likelihood find a way to burn shareholders yet again"
X Link 2025-11-18T02:09Z [----] followers, [---] engagements

"@PSworldwide13 CVE not quite rolling 1M but Basically made this swap a month ago. Inflection in progress and adding MEG CL is icing on an already delicious cake"
X Link 2025-11-21T01:42Z [----] followers, [---] engagements

"@BubleQe $TPZ is my 2nd largest holding. Royalties are still cheap despite the recent rally. David Szybunka covered them around [--] minutes in on a recent @inthemoneypod episode. Multiples are still too low For the quality of these businesses. https://open.spotify.com/episode/0cNSmEYHVGWAQjRVAAmwBasi=qPBiyc9lQ1uEwYcXKk5mVw&t=3290&ct=3166 https://open.spotify.com/episode/0cNSmEYHVGWAQjRVAAmwBasi=qPBiyc9lQ1uEwYcXKk5mVw&t=3290&ct=3166"
X Link 2025-11-29T13:14Z [----] followers, [---] engagements

"@Sflecce Its time for more than thoughts and prayers from @fordnation. Take a stand end the hate marches prosecute anti-Semitism and protect our people. Enough is enough. If @TPSOperations and @oliviachow wont protect Torontos jewish community the province must intervene"
X Link 2025-12-15T03:07Z [----] followers, [--] engagements

"@a4_alpha @JoshYoung my top [--] holdings as well. I also own $FRU and $TPZ - love the royalty business model"
X Link 2025-12-16T20:45Z [----] followers, [---] engagements

"@RazorOil Bullish $CVE growth capex moderating and harvest time is coming. $SCR may take a run at $ATH"
X Link 2025-12-17T20:58Z [----] followers, [----] engagements

"@jenstilmanydots Trade deal with the USA followed by strategic equity stake in $FWZ from one or both governments + accelerated development plan for Mactung. This trade deal will also pave the way for additional oil sands development and oil exports south. $CVE $SU $CNQ $IMO to benefit"
X Link 2025-12-18T22:55Z [----] followers, [---] engagements

"@jenstilmanydots $EQX resolves Los Filos community issues in early [--] and unlocks 280k/ oz of additional future production"
X Link 2025-12-18T22:58Z [----] followers, [---] engagements

"@jenstilmanydots $FWZ massive strategic mineral deposit (Tungsten) under Lundin stewardship $ATEX is likely the next $NGEX in copper land - assays should be exciting $IVN DRC copper juggernaut recovering from a setback plus a world-class PGM/gold deposit ramping up production as a throw-in"
X Link 2025-12-26T14:09Z [----] followers, [---] engagements

"@jleqc @freedomprocess @trend_bullish @BeegJj @Volkomm_ @ShaleTier7 @jenstilmanydots @Kevin_AGraham @BubleQe @NuggetCapital @tradeoilstocks @EnergyInvest0r @CRUDEOIL231 @KramerKarma1 @RazorOil @z_or_zee @AlexSS94736924 @ysteve747 @z"
X Link 2025-12-27T19:29Z [----] followers, [---] engagements

"@NuggetCapital Timing is critical - in the mid $30s CNQ was a clear buy - exited in the low-mid $40s and rolled the proceeds into $CVE which is inflecting and still deeply discounted vs peers in my opinion"
X Link 2025-12-27T21:11Z [----] followers, [---] engagements

"@JoeBeattie11 @UnintendedCons5 People may want to check those oil sands producers out - sound like they could be reasonable long term investments $CVE $IMO $CNQ $SU"
X Link 2025-12-28T15:16Z [----] followers, [---] engagements

"@BeegJj @jleqc @freedomprocess @trend_bullish @Volkomm_ @ShaleTier7 @jenstilmanydots @Kevin_AGraham @BubleQe @NuggetCapital @tradeoilstocks @EnergyInvest0r @CRUDEOIL231 @KramerKarma1 @RazorOil @z_or_zee @AlexSS94736924 @ysteve747 @z Happy new year @BeegJj - I agree with you that Cenovus is inflecting and is going to close the valuation gap with peers in [----]. Refining operations are improving massive capex heavy growth spend is tapering off and added a crown jewel asset as a fair price. En route to 1M BOE"
X Link 2025-12-31T13:33Z [----] followers, [---] engagements

"@NuggetCapital Other $T insiders have been buying as well in December. Could be a classic tax loss selling buying opp or a value trap. I took a small position better on the former"
X Link 2025-12-31T13:52Z [----] followers, [---] engagements

"@thebobbynugget @BeegJj @jleqc @freedomprocess @trend_bullish @Volkomm_ @ShaleTier7 @jenstilmanydots @Kevin_AGraham @BubleQe @NuggetCapital @tradeoilstocks @EnergyInvest0r @CRUDEOIL231 @KramerKarma1 @RazorOil @z_or_zee @AlexSS94736924 @z In the near term maybe but check back YE [--] and lets see how CVE performed"
X Link 2025-12-31T19:47Z [----] followers, [---] engagements

"@BubleQe @DividendDuck Own some $CAR.UN in the DavePoint port as well. Didnt get it quite as cheap but still happy with my entry. NCIB and insider support as well which is nice to see"
X Link 2026-01-06T02:54Z [----] followers, [---] engagements

"@trevor_rose_ Awesome work sir. I look forward to new episodes and Love the deep dive conversations. Congratulations on your success"
X Link 2026-01-06T23:10Z [----] followers, [--] engagements

"@FoodProfessor Can you share data on how lower crude prices have reduced food costs for Canadians"
X Link 2026-01-09T14:09Z [----] followers, [----] engagements

"@NuggetCapital @ncp Exited 3/4 of my REIT names after a quick 9-10% pop in just a few short weeks. Still holding CAR.UN but the rest reached my target price"
X Link 2026-01-13T02:50Z [----] followers, [---] engagements

"@BubleQe Rolled some $FRU into more $TPZ yesterday"
X Link 2026-01-16T12:41Z [----] followers, [---] engagements

"@RazorOil Bought my $ATH back today. Thanks for Your work highlighting the growth prospects in the name. Looks expensive at first glance less so upon further digging"
X Link 2026-01-21T00:31Z [----] followers, [---] engagements

"@PSworldwide13 Bought some $ATH yesterday"
X Link 2026-01-21T11:45Z [----] followers, [---] engagements

"@UndervaluedOnG Equities sniffing out higher oil prices ahead plus finally getting some credit for inventory life and low breakevens"
X Link 2026-01-24T12:23Z [----] followers, [---] engagements

"Quick positioning update as we head into the home stretch of [--]. My energy holdings are now concentrated in just [--] names: $WCP $CVE $TPZ and $FRU. These are the names I see as most undervalued with favourable risk/reward characteristics. 🫡"
X Link 2025-11-21T01:51Z [----] followers, [----] engagements

"@trevor_rose_ My takeaway from the interview: Grant and team are excellent allocators of capital and will continue to maximize shareholder value opportunistically based on ever changing market dynamics. Shareholder capital is in excellent hands and the future looks bright. $WCP"
X Link 2025-11-27T16:41Z [----] followers, [----] engagements

"@jenstilmanydots LNG Canada phase [--] approved. $TOU and $ARX announce corresponding supply deals"
X Link 2025-12-18T23:00Z [----] followers, [---] engagements

"Almost zero posts about $WCP investor day presentation. Highly recommend reading and or listening to the replay if you own the stock or are curious about what theyre up to: TLDR shareholder money is in great hands. Additional program note: Grant BTFD this morning. A few of my favourite slides below: https://www.wcap.ca/application/files/2317/6762/4732/WCP_Investor_Day_Presentation_-_01_05_2026.pdf https://www.wcap.ca/application/files/2317/6762/4732/WCP_Investor_Day_Presentation_-_01_05_2026.pdf"
X Link 2026-01-06T01:38Z [----] followers, 12.2K engagements

"@WilliamLaceyYYC @jenstilmanydots Already have - hold Your nose and buy it. Cantillon effect on full display"
X Link 2026-01-30T18:25Z [----] followers, [--] engagements

"@sohaibab9 any insights into why Ninepoints $nnrg stays away from $cpg Crescent point seems to check the free cash flow boxes and has started to boost shareholder returns. Is there a red flag somewhere Im missing Seems undervalued"
X Link 2021-11-03T19:26Z [----] followers, [--] engagements

"@BubleQe @ValueNotDeadYet @CajunCowboy15 @AssetTraveller @nadinelindsey_ $ROK is small but looks good in terms of asset base balance sheet strength production growth decent hedges and management team. I briefly held $RZE but cut bait (at a loss) after q2 production issues and lack of progress on debt. Much more comfortable in this name"
X Link 2022-10-21T14:41Z [----] followers, [--] engagements

"@BubleQe @ValueNotDeadYet @CajunCowboy15 @AssetTraveller @nadinelindsey_ Pretty sure @WTIBull scooped up my $RZE given his bullish view on water producers. 😀"
X Link 2022-10-21T17:21Z [----] followers, [--] engagements

"@tradeoilstocks On the plus side the harvestable tax loss grows juicier by the day. Also on the plus side $JOY $RZE 🤷🏻♂"
X Link 2023-11-28T00:14Z [----] followers, [---] engagements

"DavePoint Capital resource fund holdings as of June 24th. $CNQ $TPZ $IPCO $VRN $SCR $TPZ $FRU $SRR.V $ENB $TRP $ARX $CVE"
X Link 2024-06-25T00:27Z [----] followers, [----] engagements

"@WTIBull Big vote of confidence - AIMCo aligns with the very best operators ie. $RZE"
X Link 2024-08-28T01:12Z [----] followers, [---] engagements

"@BubleQe Hi QE after an exceptional [----] at DavePoint were trying to protect capital go forward have diversified. Recent adds: $PPL $KEY $BCE and $T for eligible dividends at what I feel are reasonably good entry points. Also added a REIT basket (RRSP) $CAR $SRU $REI and $NWH"
X Link 2025-12-23T20:04Z [----] followers, [---] engagements

"Energy (+ more) [----] year in review and lessons learned. I had my best year since [----] on a percentage basis and best year ever on a total returns basis. Fortunately I had no tax loss selling to do unlike last year. I traded / swapped names more than I planned to but ended up getting a lot right in [--]. My biggest wins came from loading up on $WCP and $CNQ on the liberation day puke using margin. H/T to @HTMEnergy @ShaleTier7 for publishing some timely notes around Liberation Day that helped my conviction. I also had big gains from $PEY and $SDE in the energy space. Still massively long $WCP"
X Link 2025-12-27T19:21Z [----] followers, [----] engagements

"@ShaleTier7 Excellent thread - thanks for the in depth education. My takeaway: Buy: US gassers $TPZ (benefit from volume growth/ infra) SAGD producers (cheap inputs indefinitely) maybe own $PEY and $BIR given hub exposure/ swaps and fund longs with a massive $TOU short"
X Link 2026-01-21T01:04Z [----] followers, [---] engagements

"RT @ShaleTier7: Whitecap begins to bring on multiple Attachie-sized assets over the next few years along with having multiple more througho"
X Link 2026-01-27T01:14Z [----] followers, [--] engagements

"RT @BradWall306: It was a well written speech good politics at home. But not what the country needed. The CUSMA review starts in [--] months"
X Link 2026-01-29T21:04Z [----] followers, [---] engagements

"RT @alanfryermedia: Conservatives are now seen as the party of young people and blue collar workers while the Liberals mainly represent an"
X Link 2026-01-31T18:43Z [----] followers, [---] engagements

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