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Chris in Canada 🍁 posts on X about $cold, $line, over the, china the most. They currently have XXXXXX followers and 1714 posts still getting attention that total XXX engagements in the last XX hours.
Social category influence countries finance stocks cryptocurrencies technology brands
Social topic influence $cold #12, $line, over the, china, stocks, tariffs, $mrcto #1, $mrtun #1, $hrun #1, has been
Top assets mentioned Americold Realty Trust, Inc. (COLD) Lineage, Inc. Common Stock (LINE) SPDR S&P XXX ETF Trust (SPY) Bitcoin (BTC) Healthpeak (DOC) Spotify Technology (SPOT)
Top posts by engagements in the last XX hours
"@xLanceBryantx Would love to see an epic bond rally for obvious reasons. Have done well until now despite bonds still being in the doghouse but it will make investing life so much easier if bond yields would tumble. I don't care what happens to the $SPY $QQQ and have very little correlation"
X Link @tsxman 2025-10-11T21:09Z 10.7K followers, XXX engagements
""Americold trades at less than 9.0x AFFO as it has a worse growth outlook.Using a 15x multiple here theres room to return nearly XXX% over the next few years including its dividends. " $COLD $LINE @LeoNelissen"
X Link @tsxman 2025-10-05T18:34Z 10.7K followers, 5166 engagements
"@LeoNelissen $COLD added to Morningstar's Equity Best Idea List for October"
X Link @tsxman 2025-10-06T09:17Z 10.7K followers, 9607 engagements
"@TeddyGambino I thought Bitcoin was going to implode for along time. Have to bite my tongue as it outperformed most other "asset classes" for quite some time now. If that and other crypto scams corrects we know we are making true progress on restoring sanity in the markets"
X Link @tsxman 2025-10-10T21:35Z 10.7K followers, XXX engagements
"@GoForGrubes2 That will be epic and very few people seem positioned for lower bond yields while all screaming about tariff driven inflation to come. I think Trump brings down yields and makes a great deal with China"
X Link @tsxman 2025-10-10T21:14Z 10.7K followers, XXX engagements
"Have been doing the same thing with $COLD. Suspect it is seeing capitulation from funds and retail bagholders due to tax loss selling. Was a favored asset class until Trump tariffs hit. Headwinds can become tailwinds w/ more trade deals boosting agriculture/food trade"
X Link @tsxman 2025-09-16T20:46Z 10.7K followers, 3562 engagements
"Will forgive Trump for all the bad things he said about dear leader Justin Trudeau if he wipes out the bond shorts and brings down UST yields once and for all"
X Link @tsxman 2025-10-10T21:11Z 10.7K followers, 2448 engagements
"Took a trip today to tour Morguard's Place Innovation in Montral's aviation focused technoparc. Nearly 1mmsf. Impressive complex w/ a soon to be built light rail station on its property. Has own baseball court badminton with sand & a natural mediation creek. $MRC.TO $MRT.UN"
X Link @tsxman 2025-10-03T13:45Z 10.7K followers, 5255 engagements
"$TOU.TO at nearly a three year low. Mike Rose has $XXX million reasons to make Canadian has prices great again. Cant imagine Nymex or AECO going lower from here. Sentiment in tatters as LNG Canada faced technical delays. XX% unhedged AECO/Stn X for 2026 presents risk & opportunity"
X Link @tsxman 2025-08-23T07:15Z 10.7K followers, 17.3K engagements
"$HR.UN still trading at a XX% discount to IFRS NAV. Their current EV is around $5bn. If they sold the US residential and industrial assets to Blackstone at FMV it would be $5.8bn and you'd still have $3bn of retail/office assets left over plus $800mn if sold at NAV. R/R still very good. On previous calls H&R CEO described his retail assets as easily sellable and said they could be sold "anytime." H&R has better offices in better US markets then Canadian names so likely more liquid if they chose to sell them. Low quality/unaligned board seems to be the biggest risk. CEO has a lot of units"
X Link @tsxman 2025-07-14T22:51Z 10.7K followers, 11.2K engagements
"American agriculture has been cannon fodder in Trump's trade war as AG has faced retaliation. Seems unlikely to last as he makes a deal possibly w/ China in weeks to come. I think $COLD $LINE can benefit in cold storage as sector occupancy hit by tariffs"
X Link @tsxman 2025-10-03T00:30Z 10.7K followers, 2616 engagements
"$COLD biggest volume day since 2020 Covid levels as bagholders capitulate off JPM's downgrade which dropped 2026/27 FFO expectations modestly. JPM & other banks have promoted the cold storage sector for years only to go bearish at or near bottom after a massive decline. Bottom"
X Link @tsxman 2025-09-23T20:47Z 10.7K followers, 1362 engagements
"$TOT.TO CEO adding 3000 shares on the open market at multi-year highs. Wish I listened to my own advice in 2023 and went all in on it. Still cheap despite the outperformance. Huge investment for Edgepoint"
X Link @tsxman 2025-10-03T19:14Z 10.7K followers, 2228 engagements
"$PMZ.UN REIT out with a $XXX million acquisition of a Montral "suburb" shopping mall. Makes me realize why George Armoyan has been pounding the table of long-time laggards $MRC.TO & $MRT.UN which have comparable properties and trades at small fractions of implied value of late"
X Link @tsxman 2025-10-06T21:33Z 10.7K followers, 2325 engagements
"$PSK.TO Royalty with massive volume thru a large block trade on Friday. Looks like Edgepoint sold their entire stake in a XX million share single transaction. Pretty impressive it could be absorbed in one trade. Wonder who was on the other side"
X Link @tsxman 2024-06-24T17:25Z 10.7K followers, 2772 engagements
"$MRC.TO $MRT.UN the smart money continues to add. George Armoyan picked up over $265k worth today around $1mm so far in October & $14mm YTD. I took an XX% position in MRT/MRC over the past month. Great (and tightly held illiquid) names to hold admist market uncertainity w/ potential catalyst if George can wake up sleepy Sahi clan and force them to correct the embarassing disconnect to fundamental value. So many levers Morguard can pull. Question is will they"
X Link @tsxman 2025-10-10T22:00Z 10.7K followers, 1223 engagements
"$DOC upgraded by the Raymond James today. An S&P XXX #REIT it is one of the largest underweight positions amongst investors in the space with a dividend of 6.1%. Could see rising interest with healthcare or RE themes a mix of patient outcare hospitals seniors & life science"
X Link @tsxman 2025-09-16T18:59Z 10.7K followers, 1465 engagements
"@inthemoneypod One of the interesting points on the $HR.UN question on the @inthemoneypod interview was when he says Blackstone doesn't make unsolicitated offer - new to me. So that means someone reached out from H&R to Blackstone if the rumors are true"
X Link @tsxman 2025-09-23T14:46Z 10.7K followers, 1019 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 @tsxman 2025-09-23T13:16Z 10.7K followers, 4784 engagements
"Sounds like Trump admin is going to make a giant agriculture trade deal with China. Have been adding US $COLD storage as I believe lack of exports due to Chinese tariff retaliation has hurt the space. Other food stocks also in the gutter. Seems like a good theme for 2026"
X Link @tsxman 2025-10-09T18:29Z 10.7K followers, 2003 engagements
"Looking back to last years' post Vision Capital's short on $AX.UN and $AP.UN has been nothing short of a bloodbath. Their #2 long $COLD was one of the worst performers on the market. Personally added #Americold in past week. Tough to be a long-short expert"
X Link @tsxman 2025-09-06T13:37Z 10.7K followers, 8807 engagements
"In short-order it seems DJT is going to make bond yields come down. Should benefit his real estate interests and relieve debt costs for the US government. Oil will bite them in the medium term. If prices stay low over the coming months I think it benefits NYMEX prices the most"
X Link @tsxman 2025-10-11T21:03Z 10.7K followers, 7479 engagements
"Are US cold space #REITs going to zero By my record Americold $COLD $LINE trading at the lowest valuation in its public history. Smart money funds are buying it and they just raised their dividend. Never researched the space closely much but on my to do list this week"
X Link @tsxman 2025-08-26T17:38Z 10.7K followers, 12.5K engagements
"$COLD storage expected to grow in a straight $LINE going forward over the coming years in the US and elsewhere. Short-term hit to business seems at least partially in part to Trump's tariffs as it reduced imports/exports from customers who retaliated plus added uncertainity. Should a trade deal with China play out it should help US agriculture which hypothetically should bolster cold storage demand if exports pick up"
X Link @tsxman 2025-09-22T22:31Z 10.7K followers, 1405 engagements
"$TOU.TO massive insider buy from a Director who normally doesn't ever buy just as numerous retail & generalist longs who sang/dance about it for past few years about how we 'had to own it' start to dump to chase better performing high yield plays"
X Link @tsxman 2025-08-27T19:54Z 10.7K followers, 5656 engagements
"@TheBenSchmark When two companies control over half the NAM market share and have dim prospects have to wonder how small privates without any scale in a very scaleable industry would be holding out"
X Link @tsxman 2025-09-29T16:27Z 10.7K followers, XXX engagements