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@BeegJj Avatar @BeegJj BeegJJ

BeegJJ posts on X about dividend, $cnq, $touto, $cve the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance XXXXX% stocks XXXX% cryptocurrencies XXXX% countries XXX% technology brands XXXX%

Social topic influence dividend 4.63%, $cnq 4.63%, $touto 4.41%, $cve 3.3%, $wcpto 3.08%, $su 3.08%, stocks 2.86%, $arxto 2.86%, meg 1.76%, $meg XXXX%

Top accounts mentioned or mentioned by @fuzzybe02910905 @jim_duffus @jimduffus @gubbeen1 @robertmeiday @jimsigfusson @gary79699215 @tonyforever2003 @merlice1 @lauriestamp @ericsherbrooke @razoroil @andys05657228 @johnfah02915795 @ericnuttall @manpreazy @trendbullish @bslee2000 @jamesgjewell @bubleqe

Top assets mentioned Canadian Natural Resources Limited (CNQ) Cenovus Energy Inc. (CVE) Suncor Energy, Inc. (SU) Scroll (SCR) Imperial Oil Limited (IMO) Accelerant Holdings (ARX) Baytex Energy Corp. (BTE) BCE, Inc. (BCE) VeChain (VET) Eroscoin (ERO) Investin (IVN) Ccore (CCO) CRESCENT POINT ENERGY CORP. (CPG) PPL Corp (PPL) Pou On Sui (POU) Hive (HIVE)

Top Social Posts #

Top posts by engagements in the last XX hours

"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 Avatar @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 Avatar @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 Avatar @BeegJj on X 2025-07-24 10:50:47 UTC 4015 followers, XXX engagements

"Mining Analysts Scotia Capital Top picks : $cs.to $cco.to $teck.b Recommendations for copper : $ero.to $fcx.to $hbm.to $ivn.to $lun.to $mtal Developers : $ascu $dml.to $ie.to $nxe.to O. Wowkodaw upgraded $lun.to to Outperform. pt to $XX from $XX $als.to $lif.to"
@BeegJj Avatar @BeegJj on X 2024-08-19 12:13:47 UTC 4015 followers, 2282 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 Avatar @BeegJj on X 2025-07-24 14:04:35 UTC 4015 followers, 1553 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 Avatar @BeegJj on X 2025-07-18 13:25:45 UTC 4015 followers, 7856 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 Avatar @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 Avatar @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 Avatar @BeegJj on X 2025-05-08 14:30:39 UTC 4015 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 Avatar @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 Avatar @BeegJj on X 2025-07-24 08:17:54 UTC 4015 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 Avatar @BeegJj on X 2025-07-10 18:32:55 UTC 4012 followers, 1088 engagements

"Received my $XXX special dividend from $tou.to 🌞"
@BeegJj Avatar @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 Avatar @BeegJj on X 2025-07-16 13:23:47 UTC 4015 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 Avatar @BeegJj on X 2025-07-24 16:42:21 UTC 4015 followers, XXX engagements

"#1 Q1/25 ER $tou $tou.to - record prod 637867 boe/d (147438 bpd of liquids) - CF $963M - FCF $149.1M - expects CF $3.9B & FCF $960M in 2025 - net earnings $212.7M EPS $XXXX - special dividend $0.35/share to be paid on May XX 2025 (cont)"
@BeegJj Avatar @BeegJj on X 2025-05-07 21:26:18 UTC 4015 followers, 3056 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 Avatar @BeegJj on X 2025-07-15 13:16:50 UTC 4015 followers, 3505 engagements

"$ath.to - Hold C$5.50 - another rock-solid quarter - Leismer expansion to 40k bpd by 2027 remains on budget/schedule - net cash $119M - buybacks a tad light in Q2"
@BeegJj Avatar @BeegJj on X 2025-07-25 12:24:25 UTC 4015 followers, 1806 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 Avatar @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 Avatar @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 Avatar @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 Avatar @BeegJj on X 2025-07-18 13:28:54 UTC 4015 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 Avatar @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 Avatar @BeegJj on X 2025-07-18 12:58:52 UTC 4015 followers, 1930 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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @BeegJj on X 2025-07-24 15:41:06 UTC 4015 followers, 2595 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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @BeegJj on X 2025-07-25 12:27:31 UTC 4015 followers, 3298 engagements

"@Johnfah02915795 @FuzzyBe02910905 Very interesting That would be a great deal for both sides TY"
@BeegJj Avatar @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 Avatar @BeegJj on X 2025-05-07 13:35:06 UTC 4012 followers, 1027 engagements

"#1 Q2/25 ER $ath.to 🤩 - prod 39088k boe/d (98% liquids) - adj FF $128M - CFO $101M - FCF $54.5M - Net Income $56.9M EPS $XXXX - Net Cash $119M - Tax Pools $2.2B forecast to not pay taxes this decade - boughtback 24M shares Y-T-D (cont)"
@BeegJj Avatar @BeegJj on X 2025-07-24 22:57:03 UTC 4015 followers, 2900 engagements

"$ppl $ppl.to - Buy C$66 - remains best idea for midstream exposure - expects a quiet quarter with a X% increase in the dividend - visibility to several potential catalysts near term - well positioned to weather prevailing macro uncertainty - trades below 10-yr mean on"
@BeegJj Avatar @BeegJj on X 2025-04-22 12:15:14 UTC 4015 followers, 2066 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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @BeegJj on X 2025-07-18 13:35:10 UTC 4016 followers, 1368 engagements

"Just added 2k shares of $bne to my o&g portfolio"
@BeegJj Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @BeegJj on X 2025-06-03 13:11:58 UTC 4014 followers, 5662 engagements

"@goonpepe A one time C$10/share special dividend"
@BeegJj Avatar @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 Avatar @BeegJj on X 2025-07-24 08:20:02 UTC 4015 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 Avatar @BeegJj on X 2025-07-16 13:36:14 UTC 4015 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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @BeegJj on X 2024-07-09 13:01:36 UTC 4012 followers, 1666 engagements

"RBC Capital Markets quantitative analyst Bish Koziol published a list of top domestic stocks. For growth: $ifc.to $qrb-b.to $doo.to $otex.to $eqb.to $sj.to $ala.to $cca.to $x.to $rch.to $cnq $erf.to $cve $tfii.to"
@BeegJj Avatar @BeegJj on X 2024-05-09 18:20:47 UTC 4015 followers, 2680 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 Avatar @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 Avatar @BeegJj on X 2025-07-23 20:17:19 UTC 4015 followers, 3728 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 Avatar @BeegJj on X 2025-07-24 10:44:26 UTC 4015 followers, 2972 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 Avatar @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 Avatar @BeegJj on X 2025-07-16 13:38:57 UTC 4015 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 Avatar @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 Avatar @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 Avatar @BeegJj on X 2025-07-24 08:11:24 UTC 4015 followers, 3080 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 Avatar @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 Avatar @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 Avatar @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 Avatar @BeegJj on X 2025-07-16 13:27:57 UTC 4015 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 Avatar @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 Avatar @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 Avatar @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 Avatar @BeegJj on X 2025-06-04 12:09:01 UTC 4015 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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @BeegJj on X 2025-07-16 12:51:52 UTC 4015 followers, 9204 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 Avatar @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 Avatar @BeegJj on X 2025-07-08 11:49:26 UTC 4012 followers, XXX 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 Avatar @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 Avatar @BeegJj on X 2025-07-16 13:19:16 UTC 4015 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 Avatar @BeegJj on X 2025-07-24 11:56:49 UTC 4015 followers, 4970 engagements

"Top XX short positions for large caps $imo.to $gwo.to $bce.to $trp.to $mg.to $ppl.to $t.to $qsr.to $rci-b.to $cm.to As previously mentioned if you short a stock you have to pay its dividend. Their's some mighty big dividend yields in these stocks"
@BeegJj Avatar @BeegJj on X 2024-08-29 11:55:58 UTC 4015 followers, 2737 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 Avatar @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 Avatar @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 Avatar @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 Avatar @BeegJj on X 2025-07-23 22:02:49 UTC 4015 followers, 1983 engagements