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@tsxman Avatar @tsxman Chris in Canada 🍁

Chris in Canada 🍁 posts on X about $line, $cold, reit, $homu the most. They currently have XXXXXX followers and 1924 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence countries finance stocks cryptocurrencies technology brands

Social topic influence $line #2, $cold #24, reit #15, $homu #1, canada #852, debt #1557, food, bearish, bullish #2345, $avb #7

Top accounts mentioned or mentioned by @teddygambino @alphafortuna10 @trendbullish @bubleqe @vanisleinvestor @bdepardell @savaninvestor @rockcreekfreak @mwgjamie @wsbredditor @zethuscap @bb19043 @konekoresearch @bullishbearz @nestbetter @gugo907 @capzay @assettraveller @umbrielcap @rodbhar

Top assets mentioned Lineage, Inc. Common Stock (LINE) Americold Realty Trust, Inc. (COLD) Autonomous Virtual Beings (AVB) Alexandria Real Estate Equities Inc (ARE) Mid-America Apartment Communities Inc (MAA) SL Green Realty Corp. (SLG) Beyond Meat, Inc. (BYND) Spotify Technology (SPOT) Canadian Natural Resources Limited (CNQ) Suncor Energy, Inc. (SU) Imperial Oil Limited (IMO) Schlumberger NV (SLB) Nomad Foods Limited (NOMD) Campbell Soup Company (CPB) ALEX Lab (ALEX) EQT, Corp. (EQT) Earth X Essence (ESS) Camden Property Trust (CPT) UDR, Inc. (UDR)

Top Social Posts

Top posts by engagements in the last XX hours

"Have to give the Vision Capital camp some credit: they finally got paid on their $AX.UN short and are feasting off the $AP.UN short. Started to take an L on $COLD (pair w/ $LINE) a top position just as Seth Klarman is starting to add it to his value fund per 13F filings"
X Link 2025-11-18T02:30Z 10.9K followers, 3453 engagements

"@BrownMarubozu I watched the $GFR.TO presentation at Peters and found it impressive. I will add if Canada's leading geologist @rockcreekfreak likes the stock"
X Link 2025-11-30T13:31Z 10.9K followers, 12K engagements

"If you had to pick a loser REIT to recover the most over the next 12-months which would you chose Multiples/valuations in the gutter. Cold storage joins office as terminal decline just as office showing strong signs of rebound. Life science gutted. $ARE $LINE $D.UN $SLG $COLD"
X Link 2025-12-10T15:02Z 10.9K followers, 4386 engagements

"TD laying down the case for Canadian #REITs to be a top performing asset class in 2026 after multiple years of underperformance which has historically correlated to very strong rebounds in the subsequent years"
X Link 2025-12-12T20:16Z 10.9K followers, 12.6K engagements

"Fake meat maker $BYND projected to be CF negative into 2025 if they don't go bankrupt. Meanwhile storied Montreal cheesemaker $SAP.TO trading at historically low multiples after selloff due to short term milk glut. Emmanuel Saputo added XXX million shares in the past weeks"
X Link 2023-07-13T03:36Z 10.9K followers, 6683 engagements

"Great interview. Thanks for taking my question @inthemoneypod. $HR.UN $COLD $MEQ $AP.UN $DIR.UN $AX.UN $CSH.UN $D.UN names talked about"
X Link 2025-09-23T13:16Z 10.9K followers, 4850 engagements

"$LINE one of the US-listed names that I added to in recent times. Recent appointments of execs seems like a positive as new CFO came from an $18bn company up XX% this year & their new IR head has an impressive resume. Lineage went public at market top. I buy "near" bottom (hope)"
X Link 2025-11-04T18:11Z 10.9K followers, 5494 engagements

"As I noted years' ago $CNQ insiders still pounding the sell button on company shares including aggressively in the past month. I usually scroll SEDI once a day for the past numerous years' and can't recall EVER seeing open market buy for this company"
X Link 2025-11-16T20:58Z 10.9K followers, 17K engagements

"$SU insiders now cashing out as well. Everybody loves this company now. Go back a few years' ago it was one of the most hated in the industry. $IMO $CVR.TO $SCR.TO not even $ATH.TO seeing insider selling. Insiders think Suncor & CNRL are expensive"
X Link 2025-11-16T22:39Z 10.9K followers, 1429 engagements

"Added me some directional drilling exposure again. All roads leads to drill baby drill in Canada. From the emerging LNG plans to the TMXe and Mainline expansion. Nobody cares likes or understands the space. $PHX.TO $ACX.TO & $SLB control XX% of marketshare"
X Link 2025-11-21T17:54Z 10.9K followers, 8033 engagements

"@TheBenSchmark It was a good call luckily got out of $COLD with the Barron's pump but bought more $LINE. Still down but not that much. Want to hold for cyclical recovery/tariff unwind. How low do you think it will go. If the biggest player in the world struggling imagine the smallest outfit"
X Link 2025-11-26T15:31Z 10.8K followers, XXX engagements

"@TheBenSchmark Well $LINE says they are working with CBRE to create some type of reporting registry for cold storage so perhaps we will have the answer. All I feel confident about is the the food industry will rebound & tariffs unwinding on food will be a tailwind for the space"
X Link 2025-11-26T15:41Z 10.8K followers, XXX engagements

"@TheBenSchmark Also I think synergies and scale are important in this business. $LINE is the largest in the world. Was thinking about it the other day and a Lineage truck pulled up beside me at an interaction by chance. Can't imagine a small outfit without scale competing in a high cost biz"
X Link 2025-11-26T15:54Z 10.8K followers, XXX engagements

"$COLD all-time lows. Analysts who loved it all year capitulated when it tanked. Institutional capitulation. Seth Klarman recently added a large stake. Debt is elevated. Occupancy weakened and may weaken further in 2026. Trading well below replacement costs in oversupplied market which is expected to persist for a couple years. Tariff relief on food will be a tailwind. #2 player in cold storage with $LINE. I would add if we saw meaningful insider buys. Holding Lineage instead. I think it's natural to think a dividend reduction is possible due to the weakness at this juncture"
X Link 2025-11-26T18:46Z 10.9K followers, 1067 engagements

"@AssetTraveller I am holding $LINE on the US exchange. I like this theme for next year. If you want a bear case follow @TheBenSchmark he is very bearish $COLD but expressed willingness to buy LINE if he had a "gun to head.""
X Link 2025-11-26T18:56Z 10.8K followers, XXX engagements

"@TeddyGambino $TCW.TO got hit by the TD report perhaps today which made it sound like the capex ramp up was bearish. I don't really fancy their views for OFS but just sharing it for your FWIW"
X Link 2025-12-02T22:19Z 10.8K followers, XXX engagements

"Food stocks got wrecked this year. My former favorite $SAP.TO is up XX% YTD. Have been adding $NOMD in addition to $LINE which is cold storage/food related logistics service. Tariffs & inflation really hurt the food industry but it isn't going away. Anybody got some FOOD tips"
X Link 2025-12-03T02:06Z 10.9K followers, 5506 engagements

"$ALEX a Hawaii-based CRE REIT out with news. They will be going private at a XX% premium to today's close. Had a modest position in my RRSP. Buying deep value at cyclical troughs isnt a bad strategy no matter how much people make fun of you at times"
X Link 2025-12-08T22:46Z 10.9K followers, 2164 engagements

"Well as you know I had been super bullish on $NXR.UN but sold it a while ago because I have concerns about the Windsor-London market due to tariff wars. Distribution riskier for that reason (plus slowing rent growth) but also privatization potential. CEO said suitors want pf but big insider doesn't want to sell at the recent real estate conference. So I don't think I'd buy it for the distribution safety alone because it is far from guaranteed. They have been impressive in re-leasing the two bankruptcies and have a strong team"
X Link 2025-12-09T01:02Z 10.8K followers, XXX engagements

"@trend_bullish Can't wait to see the bullish break out trends for REITs. "It's been a thousand years." - a pre 2020 REIT investor"
X Link 2025-12-10T15:12Z 10.9K followers, XXX engagements

"$HOM.U / $HOM.UN with a nice pullback to where it was prior to the huge $XXX million sale to $AVB in February at full value (5% cap rate). Now trading above X% implied despite signs of positivity. Added past week & into today. Will take advantage of low liquidity on selloffs"
X Link 2025-11-03T21:14Z 10.9K followers, 12.2K engagements

"$NXRT an interesting one. Smallcap Class B US multifam Sunbelt REIT. Caters to modest income renters. Higher debt leverage. XX% off their touted NAV (5.25-.75 cap rates). High insider ownership. On Q3 call they said they'll consider selling the co if discount gap doesn't close"
X Link 2025-12-11T05:03Z 10.9K followers, 2194 engagements

"$HOM.U @BSR_REIT uploaded their new presentation today. They include a forecast for a return to positive rent growth in their core Texas markets. Outline transition to higher quality Class A properties in a core region. Trading at a XX% discount to NAV using XXX% cap rates"
X Link 2025-12-11T22:24Z 10.9K followers, 2093 engagements

"@trend_bullish @JamesJstuartb @rouzi_mrouz I am playing it mostly catalyst driven until sentiment improves and they go up-down on fundamentals. I think most my exposure can do well if right about catalysts even if sentiment remains unfavorable"
X Link 2025-12-12T21:28Z 10.9K followers, XXX engagements

"@rockcreekfreak @Morguard Didn't see it. But the $ACX.TO insider buys are very compelling. Obviously the directional drillers see something in their business that not everybody else sees. The ownership roster at ACT remains compelling. Something is going to happen there"
X Link 2025-12-06T02:35Z 10.9K followers, XXX engagements

"Which #REIT is next to get taken out or privatized These are my guesses if not add yours below. $mi.un $mrt.un $hom.u $mrc.to $hr.un"
X Link 2025-12-09T00:50Z 10.9K followers, 2440 engagements

"Jeff Gundlach @DLineCap says crystal clear more rate cuts coming when Powell is gone in summer. Yield steepner. $DXY lower a high confidence trade. Bullish on commodities for first time in ages. Increasing emerging market fixed income exposure"
X Link 2025-12-11T02:25Z 10.9K followers, 3305 engagements

"Canada Pension Plan Investment Board (#CPPIB) took a XX% haircut on $ARE and they appear to be currently liquidators now near all-time lows as the company is falling apart with an unsustainable dividend. Real estate can be a tough industry. Know what you own is very important"
X Link 2025-11-13T04:21Z 10.9K followers, 4496 engagements

"Updated TD multiple charts for residential REITs. Their report on $CAR.UN today suggests XXX million units will be churned out due to the TSX-60 deletion. XXX% of all units bought back last month & expect heavy use of NCIB in December. $NRR.UN $MRG.UN $MI.UN $KMP.UN $BEI.UN"
X Link 2025-12-09T19:46Z 10.9K followers, 4032 engagements

"@TheBenSchmark $COLD news about activist getting hostile this morning. A hostile takeover would be nice for my bottom $LINE"
X Link 2025-12-10T15:23Z 10.9K followers, 1317 engagements

"Multiple charts from TD showing US REIT names. Space is generally near 52-wk lows and trading at discounts well in excess to multi-year avgs. Makes it attractive in a rate cut environment w/ very little new supply after a build cycle. $EQT $AVB $CPT $ESS $UDR $MAA $CSR $HOM.U"
X Link 2025-12-10T22:13Z 10.9K followers, XXX engagements

"@SA_VanInvestor @BSR_REIT I took a $HOM.U position on the recent pullback to $XX. People are getting cold feet from the Class B shares being sold for NAV to $AVB and then the redeployment of capital so agree it is a show me story. Seems like they are making progress"
X Link 2025-12-11T22:50Z 10.9K followers, XXX engagements

"@F4DE2BL4CK Two years in a row I picked the best performing REIT in Canada. Never had any position in Allied and was vocally bearish over a year and posted plenty about it. Did a lot of research in office and didn't make money there though . Probably coming in 2026"
X Link 2025-12-13T18:55Z 10.9K followers, XXX engagements