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@tsxman "Canadian differentials: looking good across the board. #OOTT $HHRS.TO $PIPE.TO $SDE.TO $KEL.TO $CR.TO $POU.TO $STEP.TO $TCW.TO $ARX.TO $TOU.TO $TOT.TO $WRG.TO $CET.TO $PD.TO $ROK.V $WCP.TO $PSK.TO $FRU.TO $TPZ.TO $RBY.TO"
@tsxman Avatar @tsxman on X 2023-03-01 01:58:33 UTC 10.5K followers, 11.1K engagements

"$HAL CEO says that "what I see tells me that the OFS market will be softer then I previously expected in the short and medium term." #OOTT"
@tsxman Avatar @tsxman on X 2025-07-22 10:50:12 UTC 10.5K followers, 4579 engagements

"@VanIsleInvestor I started loading it last week. Was planning to buy more on the ex div drop but it never happened. $RCI.B due for a big gap up. Anybody holding $T.TO should dump and swap especially ahead of the looming MLSE monetization which will make the discount even more extreme then now"
@tsxman Avatar @tsxman on X 2025-06-10 14:27:35 UTC 10.5K followers, XXX engagements

"Started doing some research on the Canadian telecoms (which felt like very obvious bad places to be for the past few years during the price war). Looks like $RCI.B $BCE.TO $CGO.TO trading at multiple troughs. Can any teleco bros tell me what the bear case from here is"
@tsxman Avatar @tsxman on X 2025-06-07 22:25:07 UTC 10.5K followers, 6221 engagements

"@Sportellosprea1 Growing production taking on significant debt while culling your dividend is absolutely a charitable act. The variable model is clearly the way to go for that sector"
@tsxman Avatar @tsxman on X 2025-01-22 22:10:52 UTC 10.5K followers, XXX engagements

"Pretty good top picks here on @inthemoneypod from JP TARDIFF. $TOT.TO still one of the cheapest OFS cos w/ high insider ownership & a pretty defensive E&P roster. $HR.UN one of my largest positions which I share the thesis. Any divisional sale will be big uplift for unit price"
@tsxman Avatar @tsxman on X 2025-07-23 01:57:29 UTC 10.5K followers, 3056 engagements

"$REI.UN $RIOCF with a rare insider buy. Former Riocan CEO Edward Sonshine adds $337200 worth of units to his RRIF. I guess there is a price for everything"
@tsxman Avatar @tsxman on X 2025-05-08 20:41:17 UTC 10.5K followers, 3058 engagements

"Another premium takeout bid in the heavily discounted publicly traded #REIT space. Several more to come this year IMHO. "The transaction price represents a premium of XX per cent to City Office's common stock closing share price on the NYSE Wednesday." $CIO"
@tsxman Avatar @tsxman on X 2025-07-24 13:34:16 UTC 10.5K followers, 2337 engagements

"@CryptonStockman $DRR.U $HR.UN $ERE.UN this year likely. $MI.UN $MRT.UN possible. Could be more. I don't follow 'em all. Many others trading cheaply with well regarded assets could see such private equity interest"
@tsxman Avatar @tsxman on X 2025-07-24 13:50:30 UTC 10.5K followers, X engagements

"@djlowe Had a modest position from last year in $PKI.TO wish it were bigger. Seemed like easy money. $MRT.UN & $DRR.U could be next for M&A trades"
@tsxman Avatar @tsxman on X 2025-05-05 13:50:33 UTC 10.5K followers, XXX engagements