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@BeegJj "December Charity Contest Top stocks in contest Dec 1-8 2023 $hive XXXX% $abxx XXXX $dntl XXXX $ethh XXXX $fdr.v XXXX $chw XXXX $ere-u XXXX $trul XXX $gtii XXX $tlry XXX Have a wonderful weekend everyone We deserve it Bonne soire de Montral 🙂"
@BeegJj on X 2023-12-08 23:28:06 UTC 4013 followers, 2557 engagements

"What hasn't cooldown has been those NG stocks $arx.to $bir.to $pey.to $nva.to & others. Kicking gASS baby 🤩"
@BeegJj on X 2025-06-16 22:17:53 UTC 4012 followers, 5778 engagements

"#2 - lagging the broader market Y-T-D (3.16% vs 7.3%) - O&G E&P subsector XXXX% Y-T-D - analysts forecast XX% for energy stocks over the next XX months - that's double the S&P 500's growth outlook - more bullish on energy than Big Tech as a whole"
@BeegJj on X 2025-07-24 10:50:47 UTC 4015 followers, XXX engagements

"Luke Davis RJ $wcp.to - strong buy C$14 - best in-class operator with top-tier assets - see further upside as they optimize capital allocation monotize non-core assets & realize deal synergies through ongoing integration - setting up for a solid 2nd half"
@BeegJj on X 2025-07-24 14:04:35 UTC 4016 followers, 1548 engagements

"#1 Ryan Bushell CEO & Portfolio Manager Newhaven Asset Mgmt was on BNN $cnq $arx.to $tou.to $cnq - his o&g recommendation - unparalleled dividend record in that space - mgmt team is one of the best anywhere in the world & in any sector - X% dividend with growth (cont)"
@BeegJj on X 2025-07-18 13:25:45 UTC 4016 followers, 7853 engagements

"#10 $wcp.to (cont) - you have to be patient - valuation is compelling that you should consider buying it here - collect the dividend - there's a reason why the stock price will be higher later"
@BeegJj on X 2025-07-10 18:48:04 UTC 4016 followers, 1420 engagements

"@FuzzyBe02910905 So many positives to that merger. needs more m&a"
@BeegJj on X 2025-07-24 16:28:28 UTC 4014 followers, XXX engagements

"Peer Group Comparisons by TD Cowen $aav $arx $bir $bte $kel $lgn $nva $pey $sde $tou $vet"
@BeegJj on X 2025-05-08 14:30:39 UTC 4016 followers, 2396 engagements

"#1 Q2/25 ER $wcp $wcp.to 🤩 - net income $310.6M EPS $XXXX - FF $712.8M - FFF $304M - production 292754 boe/d (oil 152k NGL 35k) - net debt $3.29B - dividends declared $185.4M - tariffs (0.44) - 7th largest o& g producer (cont)"
@BeegJj on X 2025-07-23 20:46:34 UTC 4016 followers, 8311 engagements

"#2 - no guarantee it will proceed - $meg called $scr unsolicited bid "inadequate" - $scr.to offer remains open until Sept XX - RBC says that $cve would be "the most logical fit" to buy $meg - have operations in the same oil sands region in NE Alberta (cont)"
@BeegJj on X 2025-07-24 08:17:54 UTC 4016 followers, XXX engagements

"#6 $cve (cont) - very high-quality business - the first stock that international investors buy is $cnq - a couple of stocks down on that list - still getting cheaper even though they're making all this $ - historical operating issues are being addressed - inexpensive (cont)"
@BeegJj on X 2025-07-10 18:32:55 UTC 4012 followers, 1088 engagements

"Received my $XXX special dividend from $tou.to 🌞"
@BeegJj on X 2025-05-26 13:07:29 UTC 4015 followers, 2014 engagements

"#6 - oil sand mine has a big start-up costs - it can then run for decades with very low decline rates - $cnq at end of 2024 has proved & probable reserves amounting to 20.1B boe a lifespan of XX years - shale oil wells have low start-up costs - begins to decline within months"
@BeegJj on X 2025-07-16 13:23:47 UTC 4011 followers, XXX engagements

"@FuzzyBe02910905 I don't think that $cve would use its shares for a bid so the price doesn't matter Synergies with $meg.to. Short-term pain long-term gain. If I remember correctly $meg.to asset has a lot of growth"
@BeegJj on X 2025-07-24 16:42:21 UTC 4016 followers, XXX engagements

"#1 Greg Taylor Chief Investment Officer Penderfund Capital Mgmt $arx.to - been frustrating this year on the energy space - descent setup here for $arx - this space is getting more momentum - LNG Canada is ramping up - one of the most exposed to LNG exports"
@BeegJj on X 2025-07-15 13:16:50 UTC 4015 followers, 3505 engagements

"#3 $tou.to (cont) - payout well covered by CF - even if gas prices remain soft it can still maintain its dividend - if prices recover stock could bounce quickly - for long-term investors who want exposure to energy with a mix of income & upside - disciplined growth strategy"
@BeegJj on X 2025-07-11 16:50:48 UTC 4015 followers, XXX engagements

"@Manpreazy @trend_bullish Always a good idea. $$$ $cnq has underperformed those names"
@BeegJj on X 2025-07-23 23:41:20 UTC 4016 followers, XXX engagements

"#3 $cnq (cont) - it's at a relatively good level - oil prices will be higher later - hard to time that - $cnq.to is the one that you can sit on here collect the dividend & be there when the oil price is higher - doesn't see a catalyst in the next X months (cont)"
@BeegJj on X 2025-07-10 18:16:00 UTC 4012 followers, 1145 engagements

"#2 $cnq (cont) - significant NG player but their oil is a larger position - income & stability - could wait till share price $XX (maybe) - wouldn't be too picky & would be happy here to own it at $42.62"
@BeegJj on X 2025-07-18 13:28:54 UTC 4013 followers, XXX engagements

"TD Cowen provided this E&P Sector Dividend Yields vs Payout Ratios in their N.A. coverage universe $wcp.to $pey.to $tou.to $vet.to $scr.to $cnq $su $imo $cve $meg.to $bir.to $bte $ovv $arx.to $oxy $cop $dvn & more"
@BeegJj on X 2025-05-13 13:16:17 UTC 4015 followers, 6972 engagements

"Ryan Bushell CEO & Portfolio Manager Newhaven Asset Mgmt - X dividend paying stocks that he likes $ppl.to $bce $bep-un - all off their highs - safety first - you're going to collect your yield - protected on a market downside"
@BeegJj on X 2025-07-18 12:58:52 UTC 4016 followers, 1929 engagements

"#1 - $cvx effectively reached its long-term production goal of 1M boe/d in the Permian - plans to hold production steady through 2040 - cutting rigs & frack crew - locking in $5B in annual free cash flow by 2027"
@BeegJj on X 2025-07-18 10:00:04 UTC 4016 followers, 4127 engagements

"Exactly X weeks later $scr.to has commenced its offer to acquire $meg.to - XXXX shares of $scr + $XXXX in cash per share of $meg - offer is open for acceptance until 5pm (mountain time) on Sept. XX 2025 - at yesterday's close = $XXXXX - $meg $24.71"
@BeegJj on X 2025-05-30 11:10:49 UTC 4014 followers, 6503 engagements

"#3 - would provide $meg.to SH synergies by being part of a larger company with multiple operations - would upgrade $scr.to to investment grade - would increase $scr's liquidity so that shares would be included on stock indexes - WEF owns XX% of $scr - to unwind further"
@BeegJj on X 2025-07-22 09:02:32 UTC 4016 followers, XXX engagements

"Mark Jarvi CIBC on utilities $aqn.to $ema.to $fts.to $h.to Has outperform ratings on $bep.un $ta.to $aco.x $blx.to $npi.to"
@BeegJj on X 2024-11-14 13:31:51 UTC 4012 followers, 1180 engagements

"Q2/24 Earnings Calendar & EPS $cco $fm $ivn $lun $teck.b $cs $cia $ero $hbm $lif $tko $als"
@BeegJj on X 2024-07-22 12:54:32 UTC 4016 followers, 2474 engagements

"Bought shares of $emax. It's holdings are XX% US & XX% It uses a covered call strategy to enhance distributions. Good idea to own some U.S. O&G with all this tariff talks"
@BeegJj on X 2025-02-10 14:52:54 UTC 4016 followers, 2476 engagements

"Orest Wowkodaw Scotia - prefers exposure to larger miners with high-quality assets & strong balance sheets with attractive valuations : $cco $ivn $teck - higher-risk mid-cap miners $cia $cs.to (favorite) $ero $hbm.to $lun.to $mtal look attractive & remain discounted"
@BeegJj on X 2025-05-15 11:42:30 UTC 4013 followers, 1236 engagements

"#2 $wcp.to (cont) - 5th largest NG producer - now the largest Alberta Montney & Duvernay landholder - credit rating upgraded to BBB with a stable trend"
@BeegJj on X 2025-07-23 20:49:14 UTC 4016 followers, 1069 engagements

"National Bank of on $wcp.to - raised pt to C$15 - outperform rating"
@BeegJj on X 2025-07-24 15:41:06 UTC 4016 followers, 2592 engagements

"$pey.to Luke Davis RJ - to market perform C$21 Aaron Bilkoski TD Cowen - Buy C$22 Amr Arif ATB - Outperform C$21"
@BeegJj on X 2025-05-14 12:18:02 UTC 4016 followers, 1070 engagements

"#1 $hhrs ER Q3 2023 - $cpg is acquiring for $XXXXX cash & $XXXX in shares - maintained planned two-rig program targeting Montney light oil - drilled first ever multi-well pad with completion in Dec - recent 12-well pad is on track for payout in X months"
@BeegJj on X 2023-11-07 11:29:58 UTC 4016 followers, 1930 engagements

"#5 $cve - trying to restructure & clean things up like $su - they've been transparent - a great company - will make an awful lot of $ over the next 2-3 years - unlike the past C$ is weaker even on higher oil price - great margins - throwing off a lot of $ (cont)"
@BeegJj on X 2025-07-10 18:27:23 UTC 4012 followers, 1065 engagements

"Q4 ER $IMO.TO 🌞 - Net income $1.225B - CFO $1.789B - div XX% to a quarterly $0.72/share - returned $1.8B to SH - EPS $XXXX - Downstream 411k bpd XX% utilization - Upstream 460k gross oil-equivalent bpd"
@BeegJj on X 2025-01-31 14:11:11 UTC 4016 followers, XXX engagements

"#7 $cve (cont) - don't wait for the stock to breakout - $tcw.to stock just went 🚀 on its acquisition - when stocks move now it can be dramatic - if you own it hold it - would be on his list"
@BeegJj on X 2025-07-10 18:36:17 UTC 4012 followers, 1060 engagements

"#3 - ultimately no "skeletons in the closet" - largest purchases by CEOs were from $psk.to $wcp.to $tou.to - CEO $psk.to bought $1.68M worth of stock ($23.40/share) - Mike Rose $tou.to bought $2.21M worth of stock ($63/share) - G. Fagerheim $wcp bought $1.34M worth of stock"
@BeegJj on X 2025-06-06 11:16:00 UTC 4016 followers, 1964 engagements

"#2 $cnq (cont) - tariffs slowing things down - they're gumming up global supply chains - OPEC is increasing production into this - to much oil right now & going into the fall - oil has a way of tightening itself up - X% dividend - the stock he wants to own for this exposure(con)"
@BeegJj on X 2025-07-10 18:11:46 UTC 4012 followers, 1069 engagements

"$ppl.to - Buy C$64 - settlement an annual reduction of $95M - removes overhang - announced a prospective short-haul expansion on Alliance - impact : Positive"
@BeegJj on X 2025-07-25 12:27:31 UTC 4016 followers, 3228 engagements

"@Johnfah02915795 @FuzzyBe02910905 Very interesting That would be a great deal for both sides TY"
@BeegJj on X 2025-07-24 17:06:43 UTC 4016 followers, XXX engagements

"#2 - these are names you should be looking at for producers $tou.to vs $pey.to - NG best days are ahead of its - $tou is higher quality XX% hedged X% return - $pey XX% hedged X% return - good dividends with both - both do well on return of capital"
@BeegJj on X 2025-05-07 13:35:06 UTC 4012 followers, 1027 engagements

"#1 $su - energy sector is a relatively stable place to invest - a few players dominate the space - market share continuing to lead the way - on fundamentals it's a real winner - a top dividend stock for long-term investors - dividend is well-covered"
@BeegJj on X 2025-07-10 12:17:38 UTC 4013 followers, 3699 engagements

"#1 $su.to vs $cnq.to - X powerhouses - major players with long-term staying power that reward SH well $su - integrated - that diversification helps smooth out the ups & downs of oil prices - when crude refining margins can cushion the blow (cont)"
@BeegJj on X 2025-07-08 11:40:53 UTC 4013 followers, 5948 engagements

"This is solely fun math. Nothing to it. $hhrs has a market cap = $1.9B $cpg has a market cap = $5.7B Total $7.6B / (525M + 100M) shares = $XX If only things were this easy. Just having some fun. 🙂"
@BeegJj on X 2023-11-07 02:41:41 UTC 4016 followers, 2658 engagements

"#1 $tou.to 🤩 I own shares - could provide decades of stable income - strong fundamentals - long-term vision - looks well positioned for a comeback - largest NG producer - flush with $ - rewarding SH generously - Q1/25 record production"
@BeegJj on X 2025-07-11 16:40:29 UTC 4014 followers, 2920 engagements

"#4 $tou.to $arx.to (cont) - short-term volatility is offering an opportunity in $tou $arx - prefers $arx a little bit better because of its more organic growth potential"
@BeegJj on X 2025-07-18 13:35:10 UTC 4016 followers, 1368 engagements

"#1 first: inside an $8B fund manager's playbook Garey Aitken Head of equities at Franklin Templeton's ClearBridge Investments His Pro Picks: $cnq $cnr $fts.to Also covers $dol.to $pki.to $atd.to $cpx.to $csu.to"
@BeegJj on X 2025-04-25 12:31:11 UTC 4012 followers, 6090 engagements

"Just added 2k shares of $bne to my o&g portfolio"
@BeegJj on X 2023-10-18 15:43:51 UTC 4016 followers, 2317 engagements

"#1 Jamie Murray President Murray Wealth Group was on BNN $arx.to - a great company - one of the best performers in the last 12-18 months in - a couple of weeks ago it sold off - news that maybe they're drilling results wasn't quite as strong as expected still healthy"
@BeegJj on X 2025-07-11 13:16:00 UTC 4015 followers, 4122 engagements

"#4 $cnq (cont) - there's always a possible geopolitical shock - there's enough oil out there - likes to own stocks that no one wants & the story is negative - this is when you buy it collect the dividend & wait"
@BeegJj on X 2025-07-10 18:19:25 UTC 4012 followers, 1092 engagements

"$tou $tou.to - Buy C$75 - is prudently backing off the pace of new additions in H1 - production - CFPS generally inline - made X acquisitions - remains a top pick along with $arx.to $bir.to"
@BeegJj on X 2025-05-08 13:44:26 UTC 4016 followers, 1250 engagements

"Chris MacCulloch Desj $imo Hold $XX $tve.to Hold $X $wcp.to Hold $XX $arx.to Buy $XX $cnq Buy $XX $cve Buy $XX $su Buy $XX $tou.to Hold $XX - worried about $wcp.to dividend sustainability - XXX% payout at current strip pricing"
@BeegJj on X 2025-06-03 13:11:58 UTC 4014 followers, 5662 engagements

"@goonpepe A one time C$10/share special dividend"
@BeegJj on X 2025-07-22 11:37:21 UTC 4012 followers, XXX engagements

"#3 - $cve has made progress in deleveraging towards a total net debt target of $4B - net debt estimated at $5.96B as of June XX 2025"
@BeegJj on X 2025-07-24 08:20:02 UTC 4014 followers, XXX engagements

"#8 - $cnq $su $cve $imo $meg excluding lease liabilities have a combined net debt of C$33.9B - they've paid down C$22B in debt between 2021 & 2024 - " oil sands producers are an increasingly attractive investment those looking to make $ from the Energy industry" - KB"
@BeegJj on X 2025-07-16 13:36:14 UTC 4016 followers, XXX engagements

"#5 - still getting paid handsomely while you wait - risk is higher - if oil drops sharply its earnings take a bigger hit - proven its ability to manage costs & debt - continues to reinvest that produce at a low breakeven price - not reckless growth; it's disciplined expansion"
@BeegJj on X 2025-07-08 11:58:46 UTC 4012 followers, 1037 engagements

"#2 $wcp.to (cont) - merger with $vrn.to optimized field operations reduced operational overlap & improved supply chain efficiencies - $200M in annual synergies - production 295k-300k boe/d 2025 - solid financials - net debt-to-fund flows to X by year-end (cont)"
@BeegJj on X 2025-07-23 20:22:56 UTC 4016 followers, 1066 engagements

"BMO - $tou Buy $XX - $ath.to Buy $X - $vet Hold $XX RBC - $su Buy $XX - $ath.to Buy $XXXX - $tve.to Buy $XXXX CIBC - $tou.to Buy $XXXXX - $tve.to Buy $XXXX RJ - $su Hold $XX - $tve.to Buy $X Jefferies - $tou Buy $XX - $cnq Hold $42"
@BeegJj on X 2025-05-09 12:33:44 UTC 4016 followers, 2033 engagements

"#2 $su.to (cont) - it also limits the upside when oil price surges - market cap $64B - dividend XXX% - one of the most stable energy stocks in $cnq.to - more of a pure play in o&g production - doesn't refine or sell end products - more sensitive in oil price swings"
@BeegJj on X 2025-07-08 11:45:28 UTC 4012 followers, XXX engagements

"#4 - $cnq has a long track record of increasing its dividend It comes down to what kind of exposure you want $su - stability & lower volatility - great for conservative investors looking for long-term income $cnq - offers more torque - you'll feel the upside more clearly"
@BeegJj on X 2025-07-08 11:53:45 UTC 4012 followers, XXX engagements

"Canacccord on telecoms - wireless has sustained discounting - more than an interest rate problems - $bce pt to $XX from $XX - $rci.b pt to $XX from $XX - $t.to pt to $XX from $XX - compelling buying opportunity exists in the sector - has buys on all X & $qbr.b"
@BeegJj on X 2024-07-09 13:01:36 UTC 4012 followers, 1666 engagements

"#1 Grant White Portfolio Manager & Investment Advisor IA Private Wealth $psk.to - buy - a really interesting opportunity - a royalty - doesn't have to deal with the mgmt operations & costs associated with energy producers (cont)"
@BeegJj on X 2025-07-16 15:25:12 UTC 4016 followers, 2190 engagements

"#1 $t.to $wcp.to $sru.un - X no brainer high yield stocks $wcp - a high-yielding dividend stock you can buy right now - dividend XXXX% - supported by its solid operational & financial performance (cont)"
@BeegJj on X 2025-07-23 20:17:19 UTC 4016 followers, 3721 engagements

"#1 Why analysts favor the unloved energy stocks - now hold the highest share of "buy" ratings across all S&P XXX sectors (74%) - ultra-low valuations - inflation protection - Trump-era pro-oil policy - all drivers for a potential rebound"
@BeegJj on X 2025-07-24 10:44:26 UTC 4016 followers, 2970 engagements

"Chris MacCulloch Desj on $nva.to - Buy C$17 - strong Q1 - a robust organic growth profile & competitive capital return - one of the strongest balance sheets in the sector - in 2026 XX% total return to SH - a highly attractive takeout candidate"
@BeegJj on X 2025-05-12 12:22:28 UTC 4015 followers, 1542 engagements

"#9 Kevin Burkett Burkett Asset Mgmt - no geopolitically risk - some very appealing characteristics around productivity & costs - owns shares of $cnq $cve"
@BeegJj on X 2025-07-16 13:38:57 UTC 4013 followers, XXX engagements

"#8 $wcp.to - liked the merger with $vrn.to - consolidation is great - you'll continue to see consolidation - probably going down to a handful of companies - doing a really good job - would be on the list of X companies just below $cnq to buy - have patience - doesn't own(cont)"
@BeegJj on X 2025-07-10 18:41:00 UTC 4012 followers, 1020 engagements

"@devrlast They talked about strengthening the balance sheet & selling non-core assets"
@BeegJj on X 2025-07-23 21:33:50 UTC 4016 followers, XXX engagements

"#1 - $cve said to be preparing competing bid for $meg - $meg.to has probably set a Monday deadline for companies to submit bids - potential challenge to $scr hostile takeover offer - valued today at $6.8B - $cve is believed to be seeking financing(cont)"
@BeegJj on X 2025-07-24 08:11:24 UTC 4016 followers, 3070 engagements

"#2 $arx.to (cont) - need to let it play out over the long run - well run - doesn't own it - owns $wcp.to $tou.to which are comparable - can't argue with either $wcp or $arx as both will move with the commodity over the longer term"
@BeegJj on X 2025-07-11 13:20:23 UTC 4015 followers, 1351 engagements

"Jerome Dubreuil Desjardins on telecoms - $rci.b top pick for long-term-oriented investors - followed by $QBR.B $t.to - recommends $cca before Q3 $bce Hold to $XX from $XX $cca Hold to $XX from $XX $rci.b Buy to $XX from $XX $qbr.b Buy $XX $t.to Buy $25"
@BeegJj on X 2024-10-11 12:06:58 UTC 4015 followers, 2398 engagements

"#1 Bill Harris President & Portfolio Manager Avenue Investment Mgmt was on Marketcall Top picks $ppl.to $tou.to $auc:asx He also covered $cnq $cve $wcp.to which I'm posting here $cnq - X years ago Energy stocks were the place you had to be - since then they've been sliding"
@BeegJj on X 2025-07-10 18:07:14 UTC 4016 followers, 10.7K engagements

"#7 - the most productive wells have been exhausted - drilling now onto secondary areas - need to drill more wells to achieve the same output = costs - oil sands have paid down debt in the past X years - allowing them to reward SH with dividends & buybacks"
@BeegJj on X 2025-07-16 13:27:57 UTC 4016 followers, XXX engagements

"#2 - $meg calls the bid inadequate - would expose its investors to "inferior assets" - also started a strategic review - $meg 100k bpd from its Christina Lake - $scr.to 120k barrels of daily production - the deal would make $scr a major heavy oil producer"
@BeegJj on X 2025-07-22 08:55:45 UTC 4016 followers, XXX engagements

"TD Cowen ratings & price targets for O&G Buys: $aav.to $arx.to $bir.to $bte.to $cnq $cve $fru.to $kel.to $lgn.v $meg $nva.to $pey.to $psk.to $su $sde.to $tou.to $tpz.to $vet.to Buys U.S. : $krp $vnom Holds: $ath.to $imo $scr.to"
@BeegJj on X 2025-04-24 13:16:48 UTC 4016 followers, 6312 engagements

"#3 - "historically energy generated the strongest real returns across assets when inflation surprised to the upside" - Goldman Sachs - energy is the cheapest of all XX sectors - low valuations & past underperformance are setting the stage for a comeback"
@BeegJj on X 2025-07-24 10:54:55 UTC 4015 followers, XXX engagements

"Brian Belski BMO on his N.A. Dividend Income Guided Portfolio Some of the names $t.to $ctc-a $enb $su $bam $na $pow.to $td $ry $cnr.to $ema.to"
@BeegJj on X 2025-06-04 12:09:01 UTC 4016 followers, 1136 engagements

"#1 - $scr.to plans to issue a special dividend & increase the liquidity of shares traded should its $meg.to bid fail - buying $meg is not "Plan A" - a C$6.6B hostile takeover attempt - looking at issuing a special dividend C$10/share"
@BeegJj on X 2025-07-22 08:49:31 UTC 4016 followers, 6133 engagements

"Trading ex-dividend today $bce $ppl $ala $scr $pou $mx $bte $mrc $evt $wjx $mal $pne $ipo $pgic $meta $unh"
@BeegJj on X 2024-09-16 12:43:48 UTC 4013 followers, 2409 engagements

"Opened a new position in $sde.to It joins my other NG Producers : $pey.to $tou.to $arx.to $bir.to $kel.to $nva.to These are my Seven Samurai kicking gASS 🌞 The Seven Samurai is in my top XX of all-time movies 🤩"
@BeegJj on X 2025-06-06 14:30:27 UTC 4013 followers, 2830 engagements

"#3 $tou.to - likes it - doesn't own - owns $arx.to - $tou is digesting some acquisitions - huge asset base - with the ramp up of LNG Canada & others he likes all NG producers on a long-term basis (cont)"
@BeegJj on X 2025-07-18 13:32:42 UTC 4015 followers, 1481 engagements

"#1 - investment in was $80B in 2014 now it's $30B - Alberta's oilpatch continues to make billions in profits - much of that $ is going to SH & not into major expansions - $su Fort Hills mine the last major oilsands facility opened in 2018"
@BeegJj on X 2025-07-17 11:21:37 UTC 4016 followers, 8267 engagements

"#11 $tou.to - by 2026 might actually get a tighter gas market - an incredible successful company - if that tightening does happen you have to own something - production growing - getting a total 5-6% dividend while you wait - highest quality company you can find"
@BeegJj on X 2025-07-10 18:52:16 UTC 4016 followers, 1288 engagements

"#1 - oil sands benefit from geology technology & cost-cutting measures - lower breakeven prices than U.S. shale producers Breakeven Prices in WTI US$ $cnq $XXXX $cve $XXXX $imo $XXXX $meg $XXXX $su $XXXX U.S. producers $60"
@BeegJj on X 2025-07-16 12:51:52 UTC 4015 followers, 9200 engagements

"#6 - there pick for one stock to benefit from higher oil is $cnq - higher dividend income - stronger earnings growth - more exposure to crude prices - not a short-term trade - a long-term winner if you don't mind a little extra volatility in exchange for a whole lot of upside"
@BeegJj on X 2025-07-08 12:03:13 UTC 4012 followers, 1067 engagements

"#3 $cnq (cont) - market cap $91B - one of largest companies by value - dividend XXX% - $cnq forward price-to-earnings ratio XXXX - fairly low for an energy stock with this kind of profit growth & payout - $su valuation is a bit higher"
@BeegJj on X 2025-07-08 11:49:26 UTC 4012 followers, XXX engagements

"TD Cowen Investment Matrix for o&g Core - Oil: $cve $su - Gas: $tou.to - Mixed: $arx.to Growth - Oil: $meg Yield 🤩 - Oil: $fru.to - Gas: $pey.to - Mixed: $cnq Value - Gas: $sde.to - Mixed: $kel.to $nva.to"
@BeegJj on X 2025-04-24 12:45:12 UTC 4011 followers, 7905 engagements

"Sam Crittenden RBC on Copper Favorite ideas : $cs.to $hbm.to Risk/reward opportunities : $ivn.to as they work to restart the Kakula mine $fm.to if there is progress in Panama towards a restart"
@BeegJj on X 2025-06-04 17:30:16 UTC 4014 followers, 3006 engagements

"#5 - X four-legged robots save $imo C$30M a year - $imo $su have switched to autonomous mining vehicles - X biggest oil sands can breakeven & still maintain their dividend at WTI US$43.10-$40.85 - XXX o&g companies in Texas New Mexico & Louisiana need WTI $XX to make $"
@BeegJj on X 2025-07-16 13:19:16 UTC 4013 followers, XXX engagements

"$wcp $wcp.to - blows street out of the water with Q2 results - anticipates operational tailwinds H2/25 - field-level outperformance is broad based - a XX% contribution from $vrn.to (May 12) - US$59 WTI is required to maintain Capex & dividend - buy C$14 🤩"
@BeegJj on X 2025-07-24 11:56:49 UTC 4016 followers, 4970 engagements

"My o&g watchlist Aug. 30-Sept. XX 2023. Top XX on list : $obe XXXX% $rok XXXX $sgy XXXX $tve XXX $nva XXX $bne XXX $gte XXX $ath XXX $fru XXX $pou XXX My X 🚀 picks $sgy $tve $bte (0.74%) ER reports very soon. 🙂"
@BeegJj on X 2023-09-25 13:15:23 UTC 4016 followers, 6224 engagements

"#4 $tou.to (cont) - low-cost operations - SH-friendly mgmt continues to reward patient investors - reliable well-managed - has room to rebound when gas markets tightens - might be one of the best options on the TSX today"
@BeegJj on X 2025-07-11 16:54:00 UTC 4015 followers, XXX engagements

"#2 - the other is $tou.to - both are good operators & are more disciplined now - doing a good job returning $ to SH - a good story here - NG exposure in is not a bad place to be - $tou.to $arx.to are good ones to have"
@BeegJj on X 2025-07-15 13:20:28 UTC 4015 followers, XXX engagements

"Q2/25 ER $hwx.to - adj FFO $74.2M - CFO $68.7M - Net Income $38M EPS $XXXX - record production 22235k boe/d (oil 20.25k) - FCF $23.5M - NO DEBT - quarterly dividend $0.11/share payable Oct XX to SH of record on Sept XX 2025"
@BeegJj on X 2025-07-23 22:02:49 UTC 4016 followers, 1982 engagements