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@CDInewsletter "Canadian bank stocks (incl. reinvested dividends) since Terry Smith wrote this anti-banks piece: $BMO.to: +47.5% (18.3% annually) $BNS.to: +31.3% (12.5%) $CM.to: +100% (35.1%) $NA.to: +63.1% (23.6%) $RY.to: +54% (20.6%) $TD.to: +46.1% (17.9%) Average: XX% (21%) Not bad"
@CDInewsletter on X 2025-07-10 13:56:17 UTC 15.5K followers, 17.5K engagements

"@Apollo_21mil Lolol Maybe they knew finding a woman day trader wouldnt be very easy"
@CDInewsletter on X 2025-07-23 12:12:54 UTC 15.5K followers, XX engagements

"How I play oil in my portfolio: X. Have a small position as a hedge on my consumption X. Find the highest quality and best balance sheets I can X. Minimize exploration/commodity price risk X. Insist on dividends (preferably rising ones) That's it. Fits in a tweet"
@CDInewsletter on X 2025-07-12 14:26:00 UTC 15.5K followers, 8695 engagements

"What are some quality stocks that don't get nearly the attention they deserve I'll start. Imperial Oil $IMO.to has a pristine balance sheet great assets has done a nice job buying back shares offers XX years of dividend hikes and not even the energy guys talk about it"
@CDInewsletter on X 2025-07-10 11:29:00 UTC 15.5K followers, 14.5K engagements

"Sum of the parts of Balfour Beatty $BBY.LN - 2.65B market cap - Net cash of 446M - 2.22B enterprise value - 1.3B investment portfolio - 920M value on the operating biz - Which earned 180M in 2024 (5x earnings) No position (and I hate SOTP plays) but I'm interested"
@CDInewsletter on X 2025-07-22 11:04:00 UTC 15.5K followers, 2152 engagements

"I did a deep dive into B&M European Value Retail which offers: - High gross margins - Solid growth potential - A 6%+ dividend yield - History of special dividends - Almost zero dilution - And it trades for 7x earnings Happy reading $BME.LN"
@CDInewsletter on X 2025-07-20 16:54:29 UTC 15.5K followers, 2742 engagements

"3. Associated British Foods $ABF.LN - Owns top UK grocery brands like Twinings Ovaltine and Mazola - Also owns Primark - Weston Family owns XX% of shares - Strong balance sheet - Repurchased X% of shares since 2023 - X% dividend yield - Trades at 11x fwd. EPS"
@CDInewsletter on X 2025-07-15 17:02:17 UTC 15.5K followers, 4468 engagements

"Prominent Canadian earnings this week: Mon - $BAM Mon - $FTT.to Mon - $KEG.un Tue - $BEI.un Tue - $CJT.to Tue - $IFC.to Tue - $ISV.to Tue - $PZA.to Wed - $AD.un Wed - $CCL.B Wed - $CHP.un Wed - $SJ.to Thu - $BN Thu - $CSU Thu - $RCI.B Thu - $SAP.to Fri - $AQN Fri - $PLZ.un"
@CDInewsletter on X 2023-11-05 16:42:00 UTC 15.5K followers, 9749 engagements

"5. Balfour Beatty $BBY.LN - Construction & engineering firm one of the best - Also owns a portfolio of infrastructure assets - Terrific balance sheet net cash position - Repurchased XX% of shares between 2020 and 2024 - Trades at 12x earnings - Pays a XXX% dividend"
@CDInewsletter on X 2025-07-15 17:02:19 UTC 15.5K followers, 4151 engagements

"Lennox International $LII is my kind of company: - Boring (makes air conditioners and furnaces) - Great ROE/ROIC - Steady share repurchaser - XX years of consecutive dividend increases - Solid top/bottom line growth - Gushes cash Only thing wrong Valuation is a little high"
@CDInewsletter on X 2025-05-28 11:39:00 UTC 15.5K followers, 2960 engagements

"10 of my favourite buy-and-never sell stocks including: $RY $NA.to $FTS.to $CNR.to $DOL.to $CHP.un $X.to $BAM.to $IFC.to $T.to"
@CDInewsletter on X 2025-02-11 18:36:00 UTC 15.5K followers, 10.5K engagements

"CP Rail 2025 guidance $CP: - EPS between $XXXX and $XXXX - 4-6% RTM growth - $2.9B in capex CP Rail 2024-28 guidance: - 7-9% annual revenue growth - 10-12% annual EPS growth - Capex $2.7B - Return to 10%+ ROIC Solid. Rock sold. $CNR.to reports tonight"
@CDInewsletter on X 2025-01-30 12:27:00 UTC 15.5K followers, 5639 engagements

"This is a good thread. Nice breakdown of the dividend vs. capital gain/selling your shares for income debate"
@CDInewsletter on X 2025-07-23 19:19:28 UTC 15.5K followers, 3792 engagements

"An updated version of Jim's portfolio a plumber who retired when he was XX in 2021. His portfolio is up $300k in the last quarter and his income is higher despite selling two high yielders. Says he still "struggles" to spend more than XX% of his dividends each year"
@CDInewsletter on X 2024-10-25 14:56:35 UTC 15.5K followers, 53.9K engagements

"Another list of boring Canadian dividend stocks that have put up really solid 20-year returns: $TD.to: XXXXX% (10.39% per year) $BEI.un: XXXXX% (10.56%) $ENGH.to: XXXXX% (11.72%) $CNR.to: XXXXX% (12.52%) $GIL.to: 1173% (13.56%) $PPL.to: 1298% (14.09%)"
@CDInewsletter on X 2025-03-17 13:51:00 UTC 15.5K followers, 5327 engagements

"A periodic reminder than CN Rail $CNR.to $CNI is a ridiculously shareholder friendly company. Not pictured is the $2B+ in share buybacks in 2024 the $3B+ in buybacks just authorized for 2025 or the just announced X% dividend hike for 2025"
@CDInewsletter on X 2025-01-30 22:08:23 UTC 15.5K followers, 16.6K engagements

"My ten buy-and-hold forever Canadian dividend stocks: $RY.to $NA.to $FTS.to $DOL.to $CNR.to $CHP.un $X.to $BAM.to $IFC.to $T.to Read the full post here:"
@CDInewsletter on X 2024-11-02 14:22:00 UTC 15.5K followers, 18.1K engagements

"David Rosenberg predicted XX of the past X recessions. Garth Turner was wrong about Canadian real estate for 15+ years. Harry Dent has a series of books predicting doom that never even got close to coming true. All absolutely dismal records. Follow permabears at your peril"
@CDInewsletter on X 2025-07-17 11:28:00 UTC 15.5K followers, 14.4K engagements

"A small list of boring dividend-paying Canadian stocks that have quietly put up really nice XX year returns (incl. reinvested divs): $FTS.to: XXXXX% (10.19% per year) $IAG.to: XXXXX% (10.83%) $NA.to: XXXXX% (12.58%) $NWC.to: 1169.6% (13.54%) $TIH.to: 1169.9% (13.54%)"
@CDInewsletter on X 2025-02-23 12:12:00 UTC 15.5K followers, 17.6K engagements

"2. Jet2 $JET2 - Discount airline and holiday package provider - Great balance sheet - Repurchased shares in 2024 - Strong growth over the last decade - Trades for 8x earnings - Pays a small (1.1% yield) growing dividend @FirmReturns has done a ton of work on this one"
@CDInewsletter on X 2025-07-15 17:02:16 UTC 15.5K followers, 4628 engagements

"95% of Berkshire Hathaway's stock portfolio and XXX% of the wholly-owned businesses pay dividends. Remind me again how Buffett hates dividends"
@CDInewsletter on X 2025-06-08 11:29:00 UTC 15.5K followers, 13.6K engagements

"Why I like $CNR.to over $CP: X. CN's balance sheet is better X. CP has double the tariff risk (its lines cross X borders CN's cross 1) X. CN shares are a little cheaper X. CN offers a much better dividend yield Think both are great companies that work out. Just prefer CNR"
@CDInewsletter on X 2024-11-21 15:48:14 UTC 15.5K followers, 12.8K engagements

"$ATD.to has quietly repurchased XXXX% of shares outstanding since 04/26/2020. Not bad. Not bad at all. Murphy USA meanwhile has repurchased XXXX% of shares outstanding since 12/31/2020. $MUSA Much better although both are impressive"
@CDInewsletter on X 2025-07-03 15:49:00 UTC 15.5K followers, 2983 engagements

"Happy Canadian Natural Resources $CNQ.to dividend day to all that celebrate. XXX% current yield good payout ratio excellent long-term assets and some of the best managers out there. If you're looking at oil you could do a lot worse"
@CDInewsletter on X 2025-07-03 13:37:00 UTC 15.5K followers, 12.9K engagements

"Don't overcomplicate things. Buy Canada's pipeline companies and sit on your ass. $ENB.to $PPL.to"
@CDInewsletter on X 2025-07-24 11:49:01 UTC 15.5K followers, 21.6K engagements

"@sallis_joe I cant believe how high grocer valuations have gotten. I remember the norm was 10-15x"
@CDInewsletter on X 2025-07-24 19:08:38 UTC 15.5K followers, XXX engagements

"@DivGrojourney Man I'd love me a nice tariff-related Canadian rail freak out"
@CDInewsletter on X 2025-01-30 22:32:22 UTC 15.5K followers, XXX engagements

"28 consecutive years of dividend growth and $35B worth of share repurchases since 2000. CN Rail is such a shareholder friendly company. $CNR.to $CNI"
@CDInewsletter on X 2024-04-09 11:40:00 UTC 15.5K followers, 10.9K engagements

"The internet has been around long enough that we can look back and see history of investors panicking over short-term issues for virtually every large blue-chip stock. $MCD in 2003 $MSFT in 2012 $AAPL in 2016 $DOL.to in 2018 and so many more. Just blips on the radar"
@CDInewsletter on X 2025-07-19 11:30:00 UTC 15.5K followers, 3630 engagements

"Murphy USA is at a 52-week low for all of those who might be interested. Write-up is about a year old now but still mostly relevant. Stock is still a buyback machine (50% of the float repurchased in the last decade) valuation is decent and ROIC is strong. $MUSA"
@CDInewsletter on X 2025-06-27 19:31:23 UTC 15.5K followers, 10.7K engagements

"CN Rail is such a ridiculously shareholder friendly company. $CNR.to (Plus an additional $2B+ already spent on share buybacks so far in 2024)"
@CDInewsletter on X 2024-08-01 11:35:00 UTC 15.5K followers, 12.1K engagements

"@TheWiseIC @NewcomerInvest @TSXDivStock I own the latter two. Prefer $IAG.to and $IFC.to on the insurance side"
@CDInewsletter on X 2025-06-25 01:29:31 UTC 15.5K followers, XXX engagements

"Step 1: Buy Intact Financial $IFC.to shares Step 2: Do absolutely nothing"
@CDInewsletter on X 2025-03-14 11:48:00 UTC 15.5K followers, 8533 engagements

"Stocks that pay out 3-5% dividends combined with 6-10% growth are my kryptonite. What a sneaky good way to compound over long periods of time. "But Nelson these stocks don't exist" Here are five right now: $RY.to $IAG.to $QBR.b $CPX.to $CNQ.to"
@CDInewsletter on X 2024-08-26 11:37:00 UTC 15.5K followers, 31.6K engagements

"The British stock market is full of high-quality stocks that are trading for massive discounts compared to the rest of the world. It might be the most fertile place to look for stock ideas today. Here are X names that have crossed my radar lately:"
@CDInewsletter on X 2025-07-15 17:02:14 UTC 15.5K followers, 41K engagements

"This week in the Globe and Mail a mid-40s couple with a $4.6M net worth (and an additional $446k coming as severance) were told they can't afford to retire. If they can't afford to retire then nobody can. Anybody else absolutely exhausted with these nutty retirement takes"
@CDInewsletter on X 2025-07-07 19:03:00 UTC 15.5K followers, 264.6K engagements

"Key Canadian stocks with earnings this week: Tues - $MRG.un Tues - $AW.un Tues - $CNR.to Wed - $AP.un Wed - $L.to Wed - $GFL.to Wed - $FFH.to Thurs - $CP.to Thurs - $CU.to Fri - $X.to Fri - $TRP.to Fri - $IMO.to"
@CDInewsletter on X 2023-07-23 16:59:00 UTC 15.5K followers, 7235 engagements

"Canadian companies with significant share buybacks over the last decade: $CIX.to (40% reduction) $TRI.to (35%) $DOO.to (34%) $IMO.to (32%) $DOL.to (29%) $CTC.a (29%) $GIL.to (28%) $L.to (23%) $CNR.to (20%) $SJ.to (16%) $ATD.to (14%) $TFII.to (14%) $MRU.to (12%)"
@CDInewsletter on X 2024-04-30 14:33:00 UTC 15.5K followers, 4814 engagements

"In case anyone is wondering what Im doing on a day like today. (And as a reminder I disclose ALL portfolio moves to premium Canadian Dividend Investing subscribers plus a whole lot more goodies)"
@CDInewsletter on X 2025-04-07 19:10:06 UTC 15.5K followers, 4055 engagements

"Me walking into the annual meeting of a company I own XX shares of"
@CDInewsletter on X 2025-07-20 13:39:00 UTC 15.5K followers, 2561 engagements

"Canadian never sell dividend stocks: $RY.to $NA.to $FTS.to $DOL.to $CNR.to $CHP.un $X.to $BAM.to $IFC.to $T.to Read more about my never sell portfolio here:"
@CDInewsletter on X 2024-06-03 18:02:00 UTC 15.5K followers, 7761 engagements

"2023 total returns Cdn pipeline stocks (thru Dec 28): $ALA.to: +22.14% $KEY.to: +18.50% $PPL.to: +6.87% $TRP.to: +4.18% $ENB.to: -XXXX% $GEI.to: -XXXX% I own Altagas and I'm a big fan. XXX% yield with X% annual growth potential"
@CDInewsletter on X 2023-12-29 16:31:00 UTC 15.5K followers, 4352 engagements

"3. MTY Food Group $MTY.to Valuation: 7.6x Mean: 15.3x XX% undervalued versus the mean"
@CDInewsletter on X 2024-07-09 18:08:20 UTC 15.5K followers, 3094 engagements

"@apguidi It has rallied some but yeah. Continues to lag. Interestingly $EQB.to is also lagging. It's been the sexy grower for about a decade now so it's a bit weird seeing it lag"
@CDInewsletter on X 2025-07-03 13:13:26 UTC 15.5K followers, XXX engagements

"Prominent Canadian earnings this week: Mon - $AC.to Mon - $X.to Wed - $BIP.un Wed - $CCA.to Wed - $CPX.to Wed - $GFL Wed - $GWO.to Wed - $SU Thu - $AX.un Thu - $BCE.to Thu - $CNQ Thu - $FFH.to Thu - $GIL Thu - $PPL.to Thu - $SHOP Fri - $BEP.un Fri - $ENB Fri - $QSR Fri - $T.to"
@CDInewsletter on X 2023-10-29 16:13:00 UTC 15.5K followers, 15.6K engagements

"Another update on my buddy Jim's portfolio a plumber who retired in 2021 with $3M. Since March: - Portfolio value up $210000 to $3.9M - Annual income generated increased to $151k - Income up despite CAD/USD f/x rate weakness - His spending is still $70k/annually"
@CDInewsletter on X 2025-07-14 14:54:00 UTC 15.5K followers, 44.4K engagements

"Why I own Canadian apartment REITs in one chart. $MI.un $CAR.un $MRG.un $KMP.un"
@CDInewsletter on X 2024-04-16 15:39:00 UTC 15.5K followers, 16.8K engagements

"A&W came out with earnings this week: - XXX% sales growth - XXX% same-store sales growth - X new restaurants in the quarter - Adjusted EBITDA up XX% - Aims for 1100 locations by the end of 2025 Stock is up XX% in the last three months. $AW.to"
@CDInewsletter on X 2025-07-26 16:24:38 UTC 15.5K followers, 4037 engagements

"Millions of people go to work every single day in an attempt to make me money. All while I sit on my ass and hang out with my cat. Isnt investing the best"
@CDInewsletter on X 2025-07-25 12:36:23 UTC 15.5K followers, 11.1K engagements

"Coca-Cola FEMSA $KOF: - Proj. revenue growth 8%+ - Proj. EPS growth 15%+ (thru 2027) - Exclusive Coca-Cola bottler in places like Mexico Brazil Colombia - Great balance sheet - Trades at 14x EPS $COKE trades at 30x - Pays a 4%+ dividend - Strong dividend growth history"
@CDInewsletter on X 2025-07-18 14:22:15 UTC 15.5K followers, 2877 engagements

"I continue to argue that my portfolio of boring old school dividend payers has a lot more tech exposure than it would first appear. Large banks insurers retailers consumer staples even railroads they combine to spend billions each year on technology"
@CDInewsletter on X 2025-07-19 15:18:00 UTC 15.5K followers, 6966 engagements

"Less than XX hours later and the government orders rail workers back to the job. $CNR.to $CP.to Too bad wouldve loved to go shopping for cheap railroad stocks"
@CDInewsletter on X 2024-08-22 21:50:55 UTC 15.5K followers, 4294 engagements

"Fairfax $FFH.to down 10%+ today on a short report. I took a quick glance. Like a lot of short reports it throws a bunch of stuff at the wall in the hopes some sticks. Ive avoided Fairfax for years mostly because I dont think the CEO adds much value. A+ title at least"
@CDInewsletter on X 2024-02-08 15:47:19 UTC 15.5K followers, 5783 engagements

"Couche-Tard officially pulls 7&i offer as Japanese managers do the most Japanese thing ever. dragging their feet for months without actually saying no we're not interested. $ATD.to"
@CDInewsletter on X 2025-07-16 23:25:55 UTC 15.5K followers, 4603 engagements

"In 2017-18 Proctor and Gamble shares sold off 20%+ and hit a 52-week low. Five years later shares returned 140%+ or nearly XX% per year. That spanked the S&P XXX. In 2025 Proctor and Gamble shares have sold off XX% and are currently trading at a 52-week low. $PG"
@CDInewsletter on X 2025-07-15 11:39:00 UTC 15.5K followers, 9643 engagements

"Parkland is officially up for sale kids. $PKI.to I see X potential Canadian buyers including: X. $ATD - Abandon the 7-11 bid and go after someone who actually wants to be sold X. $IMO - Combine the retail biz with its existing ESSO network X. $SU - Ditto with Petro Canada"
@CDInewsletter on X 2025-03-05 22:36:00 UTC 15.5K followers, 12.2K engagements

"10 cheap stocks that pay generous dividends and have high ROICs: X. $PEP P/E: 16x ROIC: XX% Yield: XXX% X. $JNJ P/E: 15x ROIC: XX% Yield: XXX% X. $FTT.to P/E: 12x ROIC: XX% Yield: XXX% X. $CNQ.to P/E: 13x ROIC: XX% Yield: XXX% X. $ENGH.to P/FCF: 11x ROIC: XX% Yield: XXX% X. $OMAB P/E: 16x ROIC: XX% Yield: XXX% X. $ABBV P/E: 16x ROIC: XX% Yield: XXX% X. $NWC.to P/E: 16x ROIC: XX% Yield: XXX% X. $UNH P/E: 13x ROIC: XX% Yield: XXX% XX. $CMCSA P/E: 8x ROIC: XX% Yield: 3.8%"
@CDInewsletter on X 2025-06-02 11:26:00 UTC 15.5K followers, 11.6K engagements

"@MarkSauer18 According to Yahoo they both have a beta of XXXX so a little less volatile than the overall market"
@CDInewsletter on X 2025-07-24 19:02:15 UTC 15.5K followers, XXX engagements

"Buffett paid 18x forward earnings for BNSF in 2009. CN Rail currently trades for 18x forward earnings. Easy to argue $CNR.to $CNI is the better asset too"
@CDInewsletter on X 2025-04-22 16:37:37 UTC 15.5K followers, 21.4K engagements

"Jim also bought the dip in April adding to his $APR.un $GRT.un $O $CNR.to $QSR.to and $RSI.to positions"
@CDInewsletter on X 2025-07-14 14:55:16 UTC 15.5K followers, 3383 engagements