[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @CDInewsletter Canadian Dividend Investing Canadian Dividend Investing posts on X about canadian, stocks, $cnrto, eps the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::108215134/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX +52% - X Months XXXXXXXXX +28% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::108215134/posts_active)  - X Week XXX -XXXX% - X Month XXX +0.93% - X Months XXX +22% - X Year XXXXX +9.90% ### Followers: XXXXXX [#](/creator/twitter::108215134/followers)  - X Week XXXXXX +1.10% - X Month XXXXXX +3.70% - X Months XXXXXX +14% - X Year XXXXXX +39% ### CreatorRank: XXXXXXX [#](/creator/twitter::108215134/influencer_rank)  ### Social Influence [#](/creator/twitter::108215134/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [social networks](/list/social-networks) XXXX% [fashion brands](/list/fashion-brands) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [canadian](/topic/canadian) #225, [stocks](/topic/stocks) 4.47%, [$cnrto](/topic/$cnrto) 3.51%, [eps](/topic/eps) 2.88%, [$tto](/topic/$tto) 2.88%, [balance sheet](/topic/balance-sheet) 1.92%, [$bceto](/topic/$bceto) 1.92%, [$rcib](/topic/$rcib) 1.6%, [$tdto](/topic/$tdto) 1.28%, [$nato](/topic/$nato) XXXX% **Top accounts mentioned or mentioned by** [@newcomerinvest](/creator/undefined) [@divgrojourney](/creator/undefined) [@investorstodgy](/creator/undefined) [@cardytruster](/creator/undefined) [@fullscopewelds](/creator/undefined) [@myownadvisor](/creator/undefined) [@thewiseic](/creator/undefined) [@johngan94616367](/creator/undefined) [@stevewps](/creator/undefined) [@darrenjmoots](/creator/undefined) [@tawcan](/creator/undefined) [@josephf35921078](/creator/undefined) [@jimsigfusson](/creator/undefined) [@investingcan](/creator/undefined) [@pasqualesasso](/creator/undefined) [@hubbywifeshubby](/creator/undefined) [@dividenddaddy1](/creator/undefined) [@rhum01](/creator/undefined) [@dividendgrowth](/creator/undefined) [@henrythatsme](/creator/undefined) **Top assets mentioned** [Canadian National Railway (CNI)](/topic/$cni) [LTO Network (LTO)](/topic/$lto) [MURPHY USA INC. (MUSA)](/topic/$musa) [Suncor Energy, Inc. (SU)](/topic/$su) [Lennox International, Inc. (LII)](/topic/$lii) [Royal Bank of Canada (RY)](/topic/$ry) [Canadian Pacific Railway (CP)](/topic/$cp) [Telus Corporation (TU)](/topic/$tu) [Canadian Natural Resources Limited (CNQ)](/topic/canadian-natural-resources) ### Top Social Posts [#](/creator/twitter::108215134/posts) --- Top posts by engagements in the last XX hours "shares are now flat over the last four years. That seems bad But underlying metrics tell a different story. EPS is up 40%+ and dividends are up 45%. Analysts estimate 10%+ EPS growth for 2025 and 2026 too. Buy good stocks when theyre cheap kids"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1859331563277910137) 2024-11-20 20:22:44 UTC 15.5K followers, 39K engagements "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](/creator/x/CDInewsletter) on [X](/post/tweet/1943308298268414074) 2025-07-10 13:56:17 UTC 15.5K followers, 17.4K 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](/creator/x/CDInewsletter) on [X](/post/tweet/1944040550296170560) 2025-07-12 14:26:00 UTC 15.5K followers, 8669 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](/creator/x/CDInewsletter) on [X](/post/tweet/1947613594440634698) 2025-07-22 11:04:00 UTC 15.5K followers, 1756 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](/creator/x/CDInewsletter) on [X](/post/tweet/1946977019381838153) 2025-07-20 16:54:29 UTC 15.5K followers, 2530 engagements "Me: My plan is to live on the dividends. Canadian financial advisor Twitter:"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1944355626315829507) 2025-07-13 11:18:00 UTC 15.5K followers, 1763 engagements "Lots of insider buying in the last XX days over at Stella Jones including the CEO and CFO. $SJ.to"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1860333986696036439) 2024-11-23 14:46:00 UTC 15.5K followers, 21.5K 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](/creator/x/CDInewsletter) on [X](/post/tweet/1945167043474624898) 2025-07-15 17:02:17 UTC 15.5K followers, 4413 engagements "Discount to fair value as per Morningstar: $T.to: XX% $DOO.to: XX% $RCI.b: XX% $NTR.to: XX% $BCE.to: XX% $QBR.b: XX% $ENB.to: XX% $TRP.to: XX% $EMA.to: XX% $TD.to: XX% $FTS.to: X% Lots of value in telecom out there right now"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1768984058040848795) 2024-03-16 12:54:00 UTC 15.5K followers, 28.4K engagements "@DivGrojourney Also who's going to provide all the power that the tech needs"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1946595339496300980) 2025-07-19 15:37:49 UTC 15.5K followers, XXX 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](/creator/x/CDInewsletter) on [X](/post/tweet/1945167051628126675) 2025-07-15 17:02:19 UTC 15.5K followers, 4110 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](/creator/x/CDInewsletter) on [X](/post/tweet/1927691069598146818) 2025-05-28 11:39:00 UTC 15.5K followers, 2942 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](/creator/x/CDInewsletter) on [X](/post/tweet/1889382896999518536) 2025-02-11 18:36:00 UTC 15.5K followers, 10.5K engagements "@FullScopeWelds @JosephF35921078 Whether its Asia or Europe most of the issues still apply. Theres a language barrier to do anything time zone differences etc. I lived in South Korea for a year. Neat experience etc but its not easy when just about everything is a little different"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1947290709905584367) 2025-07-21 13:40:58 UTC 15.5K followers, XX 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](/creator/x/CDInewsletter) on [X](/post/tweet/1884941380688244957) 2025-01-30 12:27:00 UTC 15.5K followers, 5605 engagements "1. B&M Value Retail $BME.LN - Owns variety stores in the UK France and a small format grocer - Opening 40-50 variety stores per year - Strong ROE ROIC - Trades at 8x EPS - Pays a 6%+ dividend I'm covering B&M on the newsletter this weekend. Don't miss it. (link in bio)"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1945167035828212213) 2025-07-15 17:02:15 UTC 15.5K followers, 4842 engagements "Prominent TSX earnings this week: Mon - $APR.un Mon - $DHT.un Mon - $POW.to Mon - $SLF.to Tue - $AI.to Tue - $CAE.to Tue - $DRM.to Tue - $HR.un Wed - $L.to Wed - $MRU.to Thu - $PBH.to Thu - $RPI.un Thu - $WTE.to Fri - Nothing of note Lighter week but still some interesting ones"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1723820465276252271) 2023-11-12 21:50:00 UTC 15.5K followers, 6043 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](/creator/x/CDInewsletter) on [X](/post/tweet/1849827401473327294) 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](/creator/x/CDInewsletter) on [X](/post/tweet/1901632362041249921) 2025-03-17 13:51:00 UTC 15.5K followers, 5317 engagements "Anyone have any thoughts about a potential Telus REIT $T.to $TU"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1841076594485481648) 2024-10-01 11:24:00 UTC 15.5K followers, 4058 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](/creator/x/CDInewsletter) on [X](/post/tweet/1885087690405929002) 2025-01-30 22:08:23 UTC 15.5K followers, 16.5K engagements "@HubbyWifeshubby I've always loved the "they've been loyal to me" argument. No they're not loyal to you. The minute you stop adding value you're out the door"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1946966756419051981) 2025-07-20 16:13:42 UTC 15.5K followers, XX 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](/creator/x/CDInewsletter) on [X](/post/tweet/1852717801393340710) 2024-11-02 14:22:00 UTC 15.5K followers, 18K 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](/creator/x/CDInewsletter) on [X](/post/tweet/1945807694302220558) 2025-07-17 11:28:00 UTC 15.5K followers, 14.3K 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](/creator/x/CDInewsletter) on [X](/post/tweet/1893634914710376515) 2025-02-23 12:12:00 UTC 15.5K followers, 17.6K engagements "2. Jet2 $JET2 - Discount airline and holiday package provider - Great balance sheet - Repurchased shares in 2024 - Strong growth over the last decade - Trades for 8x earnings - Pays a small (1.1% yield) growing dividend @FirmReturns has done a ton of work on this one"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1945167039334682865) 2025-07-15 17:02:16 UTC 15.5K followers, 4559 engagements "95% of Berkshire Hathaway's stock portfolio and XXX% of the wholly-owned businesses pay dividends. Remind me again how Buffett hates dividends"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1931674819218608512) 2025-06-08 11:29:00 UTC 15.5K followers, 13.6K engagements "$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](/creator/x/CDInewsletter) on [X](/post/tweet/1940799946913206313) 2025-07-03 15:49:00 UTC 15.5K followers, 2940 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](/creator/x/CDInewsletter) on [X](/post/tweet/1940766728574718349) 2025-07-03 13:37:00 UTC 15.5K followers, 12.9K engagements "A complete list of the 70+ monthly-paying dividend stocks in Canada including current yields"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1941091367423246412) 2025-07-04 11:07:00 UTC 15.5K followers, 49.2K engagements "@Hail_Value OTC market for most. Unilever and GSK trade on the NYSE"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1945327162409804119) 2025-07-16 03:38:32 UTC 15.5K followers, XX 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](/creator/x/CDInewsletter) on [X](/post/tweet/1777662744486949202) 2024-04-09 11:40:00 UTC 15.5K followers, 10.9K engagements "Don't believe retiring overseas is a viable option for most Canadians. Between the culture shock the language barrier distance away from friends/family and the time zone difference many will fail at it. Better to look at money saving options in Canada instead IMO"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1947255987674509458) 2025-07-21 11:23:00 UTC 15.5K followers, 4272 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](/creator/x/CDInewsletter) on [X](/post/tweet/1946532974276542563) 2025-07-19 11:30:00 UTC 15.5K followers, 3546 engagements "Saputo $SAP.to came out with earnings last night: - Revenue up XXX% - Earnings down XX% to $XXXX - Adjusted EBITDA down X% - Adjusted EPS fell XX% to $XXXX - Cash from op activities fell X% In a fun twist the U.S. division actually did ok Argentina weighed on results"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1930976216426901756) 2025-06-06 13:13:00 UTC 15.5K followers, 1953 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](/creator/x/CDInewsletter) on [X](/post/tweet/1938681585055998341) 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](/creator/x/CDInewsletter) on [X](/post/tweet/1818973702962450780) 2024-08-01 11:35:00 UTC 15.5K followers, 12.1K engagements "Not normally one to chase stocks at a 52-week high but I'll note that $POW.to shares still only trade at 10x fwd. EPS after increasing 40%+ over the last year. Earnings expected to grow XX% in 2025 company is repurchasing shares and the price/NAV discount is still 20%+"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1937184121513791754) 2025-06-23 16:21:00 UTC 15.5K followers, 7703 engagements "Step 1: Buy Intact Financial $IFC.to shares Step 2: Do absolutely nothing"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1900514244459901236) 2025-03-14 11:48:00 UTC 15.5K followers, 8530 engagements "What's a Canadian dividend stock that nobody is talking about but should get more attention I'll start: $DHT.un"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1857764807346368752) 2024-11-16 12:37:00 UTC 15.5K followers, 20.9K engagements "@FullScopeWelds @JosephF35921078 Isnt Spain making various moves to keep expats out I was in Valencia in December. They dont like tourists there"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1947290975958712552) 2025-07-21 13:42:02 UTC 15.5K followers, XX 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](/creator/x/CDInewsletter) on [X](/post/tweet/1945167031378059725) 2025-07-15 17:02:14 UTC 15.5K followers, 40.8K engagements "The A&W transaction has officially closed and shares are now trading under the new ticker $AW.to. Dividend is the same and shares are trading a few pennies under the $XX transaction price"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1847361941901332972) 2024-10-18 19:39:43 UTC 15.5K followers, 8305 engagements "Just added a mystery stock to my watchlist Uh thanks"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1947458217866629233) 2025-07-22 00:46:35 UTC 15.5K followers, 4236 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](/creator/x/CDInewsletter) on [X](/post/tweet/1942298320719732761) 2025-07-07 19:03:00 UTC 15.5K followers, 264.5K 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](/creator/x/CDInewsletter) on [X](/post/tweet/1683159790154022912) 2023-07-23 16:59:00 UTC 15.5K followers, 7229 engagements "6. Unilever $UL - Massive diversified CPG conglomerate with operations around the world - Great ROE (30%) and ROIC (19%) - Trades for 17x earnings close to the lowest valuation in a decade - Stock is close to a 52-week low - Steady share repurchaser - Yield is 3.6%"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1945167055822389399) 2025-07-15 17:02:20 UTC 15.5K followers, 4044 engagements "Simpson Oil: Hey Parkland we have enough votes to replace the entire BoD. Don't do anything stupid between now and Tuesday. $PKI.to: OH YEAH WE'LL JUST SELL THE DAMN COMPANY. THAT'LL SHOW YOU. Get your popcorn out kids. This is gonna be fun. 🍿"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1919442374889029678) 2025-05-05 17:21:38 UTC 15.5K followers, 10.8K engagements "7. Greggs $GRG.LN - A leading UK on-the-go food retailer with 2600+ locations - Shares are down XX% in the last year despite sales increasing by XXXX% in 2024 - Valuation down to just 13x forward EPS - Good balance sheet - Dividend yield of nearly X% XX% payout ratio"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1945167059446370525) 2025-07-15 17:02:21 UTC 15.5K followers, 4967 engagements "For those that might be a little skeptical:"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1946978526969917770) 2025-07-20 17:00:28 UTC 15.5K followers, 1581 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](/creator/x/CDInewsletter) on [X](/post/tweet/1718662224623935845) 2023-10-29 16:13:00 UTC 15.5K followers, 15.6K engagements "Undervalued Canadian stocks according to Morningstar research: - $DOO.to: XX% undervalued - $RCI.B: XX% - $BCE.to: XX% - $T.to: XX% - $NTR.to: XX% - $BBD.b: 20%"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1889738238623175126) 2025-02-12 18:08:00 UTC 15.5K followers, 16.6K engagements "4. GSK plc $GSK - Healthcare company with a XXX year history - Top products include shingles vaccine Shingrix - Stock is trading at 8x earnings lowest valuation in 10+ years - 70+ products in the pipeline - Company is guiding continued growth into the 2030s - XXX% yield"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1945167047748427938) 2025-07-15 17:02:18 UTC 15.5K followers, 4607 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](/creator/x/CDInewsletter) on [X](/post/tweet/1944772372403466520) 2025-07-14 14:54:00 UTC 15.5K followers, 44.2K engagements "Earnings I'll have my eye on this week: Mon - $BIR.to Mon - $CP.to Tue - $CLS.to Tue - $MRU.to Wed - $AP.un Wed - $GIB.A Wed - $OTEX Wed - $MX.to Thu - $BIP.un Fri - $BEP.un Fri - $IMO.to Earnings season is back baby"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1751669529565085803) 2024-01-28 18:12:14 UTC 15.5K followers, 5043 engagements "Undervalued Canadian stocks according to Morningstar: $DOO.to: XX% undervalued $RCI.b: XX% $BBD.b: XX% $NTR.to: XX% $T.to: XX% $BCE.to: XX% $QSR.to: XX% $BNS.to: XX% $TD.to: 12%"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1909227407443390830) 2025-04-07 12:51:00 UTC 15.5K followers, 6739 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](/creator/x/CDInewsletter) on [X](/post/tweet/1946213936262693256) 2025-07-18 14:22:15 UTC 15.5K followers, 2707 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](/creator/x/CDInewsletter) on [X](/post/tweet/1946590352124883046) 2025-07-19 15:18:00 UTC 15.5K followers, 6859 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](/creator/x/CDInewsletter) on [X](/post/tweet/1755619325828899296) 2024-02-08 15:47:19 UTC 15.5K followers, 5782 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](/creator/x/CDInewsletter) on [X](/post/tweet/1945625978363072597) 2025-07-16 23:25:55 UTC 15.5K followers, 4530 engagements "Your periodic reminder that high yield stocks with low payout ratios have a demonstrated history of outperformance"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1946166307843350996) 2025-07-18 11:13:00 UTC 15.5K followers, 7623 engagements "10. Pembina Pipeline $PPL.to Valuation: 15.8x Mean: 20.9x XX% undervalued versus the mean"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1810737784765976826) 2024-07-09 18:08:24 UTC 15.5K followers, 3319 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](/creator/x/CDInewsletter) on [X](/post/tweet/1897415828171067683) 2025-03-05 22:36:00 UTC 15.5K followers, 12.2K engagements "Get the big things right so you don't have to sweat the details. In personal finance that means to maximize your savings rate master behavioural finance and as Buffett's rule number one states never lose money"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1947293233328836714) 2025-07-21 13:51:00 UTC 15.5K followers, 2488 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](/creator/x/CDInewsletter) on [X](/post/tweet/1914720257648025916) 2025-04-22 16:37:37 UTC 15.5K followers, 21.1K engagements "Morningstar thinks Canadian telecom stocks are ridiculously undervalued: $RCI.B: XX% discount to fair value $BCE.to: XX% $CCA.to: XX% $T.to: XX% The only exception is $QBR.B which is trading at right about fair value"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1929538678055109070) 2025-06-02 14:00:44 UTC 15.5K followers, 10.7K engagements "Number of consecutive years Canadian telecoms have increased dividends: $CCA.to - XX $T.to - XX $QBR.b - X (did increase from 2014-22) $BCE.to - X (did increase annually between 2008-24) $RCI.b - X (last increase was 2015) Never would've expected Cogeco to lead this list"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1918625081212674511) 2025-05-03 11:14:00 UTC 15.5K followers, 3964 engagements "2. CN Rail $CNR.to $CNI - 19000 route mile network - Network connects three N.A. coasts - Strong balance sheet - Proj. 10%+ EPS growth in 2025 2026 - XX consecutive dividend raises - $37B worth of buybacks since 2000"  [@CDInewsletter](/creator/x/CDInewsletter) on [X](/post/tweet/1906823098634326147) 2025-03-31 21:37:08 UTC 15.5K followers, 5885 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](/creator/x/CDInewsletter) on [X](/post/tweet/1944772690541486471) 2025-07-14 14:55:16 UTC 15.5K followers, 3290 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Canadian Dividend Investing posts on X about canadian, stocks, $cnrto, eps the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXX% countries XXXX% cryptocurrencies XXXX% technology brands XXXX% social networks XXXX% fashion brands XXXX% exchanges XXXX%
Social topic influence canadian #225, stocks 4.47%, $cnrto 3.51%, eps 2.88%, $tto 2.88%, balance sheet 1.92%, $bceto 1.92%, $rcib 1.6%, $tdto 1.28%, $nato XXXX%
Top accounts mentioned or mentioned by @newcomerinvest @divgrojourney @investorstodgy @cardytruster @fullscopewelds @myownadvisor @thewiseic @johngan94616367 @stevewps @darrenjmoots @tawcan @josephf35921078 @jimsigfusson @investingcan @pasqualesasso @hubbywifeshubby @dividenddaddy1 @rhum01 @dividendgrowth @henrythatsme
Top assets mentioned Canadian National Railway (CNI) LTO Network (LTO) MURPHY USA INC. (MUSA) Suncor Energy, Inc. (SU) Lennox International, Inc. (LII) Royal Bank of Canada (RY) Canadian Pacific Railway (CP) Telus Corporation (TU) Canadian Natural Resources Limited (CNQ)
Top posts by engagements in the last XX hours
"shares are now flat over the last four years. That seems bad But underlying metrics tell a different story. EPS is up 40%+ and dividends are up 45%. Analysts estimate 10%+ EPS growth for 2025 and 2026 too. Buy good stocks when theyre cheap kids" @CDInewsletter on X 2024-11-20 20:22:44 UTC 15.5K followers, 39K engagements
"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, 17.4K 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, 8669 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, 1756 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, 2530 engagements
"Me: My plan is to live on the dividends. Canadian financial advisor Twitter:" @CDInewsletter on X 2025-07-13 11:18:00 UTC 15.5K followers, 1763 engagements
"Lots of insider buying in the last XX days over at Stella Jones including the CEO and CFO. $SJ.to" @CDInewsletter on X 2024-11-23 14:46:00 UTC 15.5K followers, 21.5K 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, 4413 engagements
"Discount to fair value as per Morningstar: $T.to: XX% $DOO.to: XX% $RCI.b: XX% $NTR.to: XX% $BCE.to: XX% $QBR.b: XX% $ENB.to: XX% $TRP.to: XX% $EMA.to: XX% $TD.to: XX% $FTS.to: X% Lots of value in telecom out there right now" @CDInewsletter on X 2024-03-16 12:54:00 UTC 15.5K followers, 28.4K engagements
"@DivGrojourney Also who's going to provide all the power that the tech needs" @CDInewsletter on X 2025-07-19 15:37:49 UTC 15.5K followers, XXX 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, 4110 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, 2942 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
"@FullScopeWelds @JosephF35921078 Whether its Asia or Europe most of the issues still apply. Theres a language barrier to do anything time zone differences etc. I lived in South Korea for a year. Neat experience etc but its not easy when just about everything is a little different" @CDInewsletter on X 2025-07-21 13:40:58 UTC 15.5K followers, XX 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, 5605 engagements
"1. B&M Value Retail $BME.LN - Owns variety stores in the UK France and a small format grocer - Opening 40-50 variety stores per year - Strong ROE ROIC - Trades at 8x EPS - Pays a 6%+ dividend I'm covering B&M on the newsletter this weekend. Don't miss it. (link in bio)" @CDInewsletter on X 2025-07-15 17:02:15 UTC 15.5K followers, 4842 engagements
"Prominent TSX earnings this week: Mon - $APR.un Mon - $DHT.un Mon - $POW.to Mon - $SLF.to Tue - $AI.to Tue - $CAE.to Tue - $DRM.to Tue - $HR.un Wed - $L.to Wed - $MRU.to Thu - $PBH.to Thu - $RPI.un Thu - $WTE.to Fri - Nothing of note Lighter week but still some interesting ones" @CDInewsletter on X 2023-11-12 21:50:00 UTC 15.5K followers, 6043 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, 5317 engagements
"Anyone have any thoughts about a potential Telus REIT $T.to $TU" @CDInewsletter on X 2024-10-01 11:24:00 UTC 15.5K followers, 4058 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, 16.5K engagements
"@HubbyWifeshubby I've always loved the "they've been loyal to me" argument. No they're not loyal to you. The minute you stop adding value you're out the door" @CDInewsletter on X 2025-07-20 16:13:42 UTC 15.5K followers, XX 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, 18K 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, 14.3K 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 $JET2 - Discount airline and holiday package provider - Great balance sheet - Repurchased shares in 2024 - Strong growth over the last decade - Trades for 8x earnings - Pays a small (1.1% yield) growing dividend @FirmReturns has done a ton of work on this one" @CDInewsletter on X 2025-07-15 17:02:16 UTC 15.5K followers, 4559 engagements
"95% of Berkshire Hathaway's stock portfolio and XXX% of the wholly-owned businesses pay dividends. Remind me again how Buffett hates dividends" @CDInewsletter on X 2025-06-08 11:29:00 UTC 15.5K followers, 13.6K engagements
"$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, 2940 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
"A complete list of the 70+ monthly-paying dividend stocks in Canada including current yields" @CDInewsletter on X 2025-07-04 11:07:00 UTC 15.5K followers, 49.2K engagements
"@Hail_Value OTC market for most. Unilever and GSK trade on the NYSE" @CDInewsletter on X 2025-07-16 03:38:32 UTC 15.5K followers, XX 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
"Don't believe retiring overseas is a viable option for most Canadians. Between the culture shock the language barrier distance away from friends/family and the time zone difference many will fail at it. Better to look at money saving options in Canada instead IMO" @CDInewsletter on X 2025-07-21 11:23:00 UTC 15.5K followers, 4272 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, 3546 engagements
"Saputo $SAP.to came out with earnings last night: - Revenue up XXX% - Earnings down XX% to $XXXX - Adjusted EBITDA down X% - Adjusted EPS fell XX% to $XXXX - Cash from op activities fell X% In a fun twist the U.S. division actually did ok Argentina weighed on results" @CDInewsletter on X 2025-06-06 13:13:00 UTC 15.5K followers, 1953 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
"Not normally one to chase stocks at a 52-week high but I'll note that $POW.to shares still only trade at 10x fwd. EPS after increasing 40%+ over the last year. Earnings expected to grow XX% in 2025 company is repurchasing shares and the price/NAV discount is still 20%+" @CDInewsletter on X 2025-06-23 16:21:00 UTC 15.5K followers, 7703 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, 8530 engagements
"What's a Canadian dividend stock that nobody is talking about but should get more attention I'll start: $DHT.un" @CDInewsletter on X 2024-11-16 12:37:00 UTC 15.5K followers, 20.9K engagements
"@FullScopeWelds @JosephF35921078 Isnt Spain making various moves to keep expats out I was in Valencia in December. They dont like tourists there" @CDInewsletter on X 2025-07-21 13:42:02 UTC 15.5K followers, XX 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, 40.8K engagements
"The A&W transaction has officially closed and shares are now trading under the new ticker $AW.to. Dividend is the same and shares are trading a few pennies under the $XX transaction price" @CDInewsletter on X 2024-10-18 19:39:43 UTC 15.5K followers, 8305 engagements
"Just added a mystery stock to my watchlist Uh thanks" @CDInewsletter on X 2025-07-22 00:46:35 UTC 15.5K followers, 4236 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, 264.5K 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, 7229 engagements
"6. Unilever $UL - Massive diversified CPG conglomerate with operations around the world - Great ROE (30%) and ROIC (19%) - Trades for 17x earnings close to the lowest valuation in a decade - Stock is close to a 52-week low - Steady share repurchaser - Yield is 3.6%" @CDInewsletter on X 2025-07-15 17:02:20 UTC 15.5K followers, 4044 engagements
"Simpson Oil: Hey Parkland we have enough votes to replace the entire BoD. Don't do anything stupid between now and Tuesday. $PKI.to: OH YEAH WE'LL JUST SELL THE DAMN COMPANY. THAT'LL SHOW YOU. Get your popcorn out kids. This is gonna be fun. 🍿" @CDInewsletter on X 2025-05-05 17:21:38 UTC 15.5K followers, 10.8K engagements
"7. Greggs $GRG.LN - A leading UK on-the-go food retailer with 2600+ locations - Shares are down XX% in the last year despite sales increasing by XXXX% in 2024 - Valuation down to just 13x forward EPS - Good balance sheet - Dividend yield of nearly X% XX% payout ratio" @CDInewsletter on X 2025-07-15 17:02:21 UTC 15.5K followers, 4967 engagements
"For those that might be a little skeptical:" @CDInewsletter on X 2025-07-20 17:00:28 UTC 15.5K followers, 1581 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
"Undervalued Canadian stocks according to Morningstar research: - $DOO.to: XX% undervalued - $RCI.B: XX% - $BCE.to: XX% - $T.to: XX% - $NTR.to: XX% - $BBD.b: 20%" @CDInewsletter on X 2025-02-12 18:08:00 UTC 15.5K followers, 16.6K engagements
"4. GSK plc $GSK - Healthcare company with a XXX year history - Top products include shingles vaccine Shingrix - Stock is trading at 8x earnings lowest valuation in 10+ years - 70+ products in the pipeline - Company is guiding continued growth into the 2030s - XXX% yield" @CDInewsletter on X 2025-07-15 17:02:18 UTC 15.5K followers, 4607 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, 44.2K engagements
"Earnings I'll have my eye on this week: Mon - $BIR.to Mon - $CP.to Tue - $CLS.to Tue - $MRU.to Wed - $AP.un Wed - $GIB.A Wed - $OTEX Wed - $MX.to Thu - $BIP.un Fri - $BEP.un Fri - $IMO.to Earnings season is back baby" @CDInewsletter on X 2024-01-28 18:12:14 UTC 15.5K followers, 5043 engagements
"Undervalued Canadian stocks according to Morningstar: $DOO.to: XX% undervalued $RCI.b: XX% $BBD.b: XX% $NTR.to: XX% $T.to: XX% $BCE.to: XX% $QSR.to: XX% $BNS.to: XX% $TD.to: 12%" @CDInewsletter on X 2025-04-07 12:51:00 UTC 15.5K followers, 6739 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, 2707 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, 6859 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, 5782 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, 4530 engagements
"Your periodic reminder that high yield stocks with low payout ratios have a demonstrated history of outperformance" @CDInewsletter on X 2025-07-18 11:13:00 UTC 15.5K followers, 7623 engagements
"10. Pembina Pipeline $PPL.to Valuation: 15.8x Mean: 20.9x XX% undervalued versus the mean" @CDInewsletter on X 2024-07-09 18:08:24 UTC 15.5K followers, 3319 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
"Get the big things right so you don't have to sweat the details. In personal finance that means to maximize your savings rate master behavioural finance and as Buffett's rule number one states never lose money" @CDInewsletter on X 2025-07-21 13:51:00 UTC 15.5K followers, 2488 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, 21.1K engagements
"Morningstar thinks Canadian telecom stocks are ridiculously undervalued: $RCI.B: XX% discount to fair value $BCE.to: XX% $CCA.to: XX% $T.to: XX% The only exception is $QBR.B which is trading at right about fair value" @CDInewsletter on X 2025-06-02 14:00:44 UTC 15.5K followers, 10.7K engagements
"Number of consecutive years Canadian telecoms have increased dividends: $CCA.to - XX $T.to - XX $QBR.b - X (did increase from 2014-22) $BCE.to - X (did increase annually between 2008-24) $RCI.b - X (last increase was 2015) Never would've expected Cogeco to lead this list" @CDInewsletter on X 2025-05-03 11:14:00 UTC 15.5K followers, 3964 engagements
"2. CN Rail $CNR.to $CNI - 19000 route mile network - Network connects three N.A. coasts - Strong balance sheet - Proj. 10%+ EPS growth in 2025 2026 - XX consecutive dividend raises - $37B worth of buybacks since 2000" @CDInewsletter on X 2025-03-31 21:37:08 UTC 15.5K followers, 5885 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, 3290 engagements
/creator/twitter::CDInewsletter