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# ![@CJ0pp3l Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1318759731071078401.png) @CJ0pp3l C.J.

C.J. posts on X about $nato, $csuto, $csu, $toiv the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1318759731071078401/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1318759731071078401/c:line/m:interactions.svg)

- [--] Week [------] +23%
- [--] Month [-------] -8.50%
- [--] Months [-------] -30%
- [--] Year [---------] +2.60%

### Mentions: [--] [#](/creator/twitter::1318759731071078401/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1318759731071078401/c:line/m:posts_active.svg)

- [--] Week [--] -11%
- [--] Month [--] -22%
- [--] Months [---] -23%
- [--] Year [---] +23%

### Followers: [------] [#](/creator/twitter::1318759731071078401/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1318759731071078401/c:line/m:followers.svg)

- [--] Week [------] +0.19%
- [--] Month [------] +0.79%
- [--] Months [------] +6.90%
- [--] Year [------] +20%

### CreatorRank: [---------] [#](/creator/twitter::1318759731071078401/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1318759731071078401/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [luxury brands](/list/luxury-brands)  [exchanges](/list/exchanges) 

**Social topic influence**
[$nato](/topic/$nato), [$csuto](/topic/$csuto) #9, [$csu](/topic/$csu), [$toiv](/topic/$toiv), [$tmo](/topic/$tmo), [acquisition](/topic/acquisition), [$tvkto](/topic/$tvkto) #1, [$eqbto](/topic/$eqbto), [constellation](/topic/constellation), [$sgnwa](/topic/$sgnwa)

**Top accounts mentioned or mentioned by**
[@cj0pp3lsub](/creator/undefined) [@gerashchenkoen](/creator/undefined) [@nicoperjes](/creator/undefined) [@notmarkleonard](/creator/undefined) [@kairospraxis](/creator/undefined) [@bizalmanac](/creator/undefined) [@nocapcap](/creator/undefined) [@noelreports](/creator/undefined) [@jerrycap](/creator/undefined) [@tomgrlla](/creator/undefined) [@berkelkip](/creator/undefined) [@nextatv](/creator/undefined) [@thedividendguy](/creator/undefined) [@mosinvesting](/creator/undefined) [@visegrad24](/creator/undefined) [@pythiar](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@leolilja](/creator/undefined) [@deepvalueco](/creator/undefined) [@simeonresearch](/creator/undefined)

**Top assets mentioned**
[Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Microsoft Corp. (MSFT)](/topic/$msft) [Costco Hot Dog (COST)](/topic/$cost) [Equilibria Finance (EQB)](/topic/$eqb) [N/A (N/A)](/topic/$na) [BRP Inc. Common Subordinate Voting Shares (DOOO)](/topic/$dooo) [Onewater Marine, Inc. (ONEW)](/topic/$onew) [Royal Bank of Canada (RY)](/topic/$ry) [Costco Wholesale Corporation (COST)](/topic/costco) [Decentral Games ICE (ICE)](/topic/$ice) [Apple, Inc. (AAPL)](/topic/$aapl) [Danaher Corporation (DHR)](/topic/$dhr) [WISDOMTREE TR INTL DIVID EX FINANCIALS FUND (DOO)](/topic/$doo) [Novo-Nordisk (NVO)](/topic/$nvo) [Zebra Technologies Corp. (ZBRA)](/topic/$zbra) [The Toronto-Dominion Bank (TD)](/topic/$td)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TheDividendGuy $NA.TO Fave CAD bank investmemt aside from small but mighty $EQB.TO. NA managed to shed loser international plays and doubled down on winners - ABA & Credigy. Can't wait to see how big the dividend increase is when the regulator finally allows them to unlock that excess capital"  
[X Link](https://x.com/CJ0pp3l/status/1336517617629028372)  2020-12-09T03:46Z 13.6K followers, [--] engagements


"@rhum01 Still $NA.TO and I'll add $EQB.TO"  
[X Link](https://x.com/CJ0pp3l/status/1336518301304848384)  2020-12-09T03:49Z 13.6K followers, [--] engagements


"@BarrySchwartzBW $NA.TO is my favorite of the big ones too. Can't argue with the returns for several years now"  
[X Link](https://x.com/CJ0pp3l/status/1336518755237601281)  2020-12-09T03:51Z 13.6K followers, [--] engagements


"@LeveragedLayman Haha haven't run into that personally but I do like the stock $NA.TO"  
[X Link](https://x.com/CJ0pp3l/status/1337818086397788161)  2020-12-12T17:54Z 13.6K followers, [--] engagements


"@RigsInvests Well done on starting your investing career earlier rather than later. Solid picks in particular I like $NA.TO and have a big chunk of it as a long term investmemt"  
[X Link](https://x.com/CJ0pp3l/status/1337919491095687168)  2020-12-13T00:37Z 13.6K followers, [--] engagements


"@Tawcan @myownadvisor @DvdndDiplomats @DividendGrowth @JonChevreau @TheDividendGuy @FrugalTrader @matlitalien @AllAboutTheDivi @67Dodge @HenryMah18 Nice work. Really like $NA.TO. For share price appreciation & the healthy dividend. [--] year share price: NA - +102% . CM - +33% BNS - +30% TD - +71% RY - +83% BMO - +60% NA is 7th biggest position here. πŸ‘ There's only one bank I like better ( a small one) πŸ™‚"  
[X Link](https://x.com/CJ0pp3l/status/1348766469216038912)  2021-01-11T22:59Z 13.6K followers, [--] engagements


"Smallest Canadian Big Bank also the performer of the group. πŸ’ͺ More in store from National Bank [--] year share price delta: $NA.TO - +104% . $CM.TO - +33% $BNS.TO - +31% $TD.TO - +51% $RY.TO - +62% $BMO.TO - +40% See also as - $NTIOF $CM $BNS $TD $RY $BMO"  
[X Link](https://x.com/CJ0pp3l/status/1349057918159577091)  2021-01-12T18:17Z 13.6K followers, [--] engagements


"@spbrunner The proof is in the pudding. Looking at the last [--] years in total performance including dividends blows away the other [--] major Canadian Banks. No signs of slowing down; this is the one to have of the "Big Six" IMO. πŸ‘ $NTIOF $NA.TO"  
[X Link](https://x.com/CJ0pp3l/status/1351607200439914496)  2021-01-19T19:07Z 13.6K followers, [--] engagements


"@CanadianDivide2 @Sascha86362472 I agree with you on the CSU pick Cad Divvy - extremely resilient. πŸ’ͺ"  
[X Link](https://x.com/CJ0pp3l/status/1358462869503844353)  2021-02-07T17:09Z 12K followers, [--] engagements


"@CanadianDivide2 @Sascha86362472 Got at least [--] winning CAD dividend names for you if interested to discuss ping me a DM"  
[X Link](https://x.com/CJ0pp3l/status/1358470949859823616)  2021-02-07T17:41Z 12K followers, [--] engagements


"@garquake This was a monster quarter. Ultra long on $NA.TO / $NTIOF"  
[X Link](https://x.com/CJ0pp3l/status/1364616481028251650)  2021-02-24T16:41Z 13.6K followers, [--] engagements


"Huge quarter from $NA.TO πŸ”₯ Best of the big banks in Canada IMO. Outperformance is consistent. $NTIOF $NA πŸ‘‡ $NTIOF $NTIFF $NBKCF - National Bank of Canada EPS beats by C$0.46 beats on revenue https://t.co/r8rm49mKmk $NTIOF $NTIFF $NBKCF - National Bank of Canada EPS beats by C$0.46 beats on revenue https://t.co/r8rm49mKmk"  
[X Link](https://x.com/CJ0pp3l/status/1364619509856759810)  2021-02-24T16:53Z 13.6K followers, [--] engagements


"@progolfanalytic Long $NA.TO πŸ“ˆ"  
[X Link](https://x.com/CJ0pp3l/status/1364984626301661185)  2021-02-25T17:04Z 13.6K followers, [--] engagements


"Yet another powerhouse quarter from National Bank. πŸ’°πŸ‘‡ $NA.TO $NTIOF $NTIOF - National Bank Of Canada: Strong NII Expansion Protects The Almost 4% Dividend Yield. https://t.co/ZEhiLw8EN6 #markets #finance #stocks $NTIOF - National Bank Of Canada: Strong NII Expansion Protects The Almost 4% Dividend Yield. https://t.co/ZEhiLw8EN6 #markets #finance #stocks"  
[X Link](https://x.com/CJ0pp3l/status/1365072613295316994)  2021-02-25T22:54Z 13.6K followers, [--] engagements


"Tech got you down πŸ‘‡ $NA.TO $NTIOF National Bank CEO Sees Full Pipeline of Deals Buoying Revenue via @YahooFinance http://finance.yahoo.com/news/national-bank-ceo-sees-full-211532964.htmlsoc_src=community&soc_trk=tw http://finance.yahoo.com/news/national-bank-ceo-sees-full-211532964.htmlsoc_src=community&soc_trk=tw"  
[X Link](https://x.com/CJ0pp3l/status/1365096326996795394)  2021-02-26T00:28Z 13.6K followers, [--] engagements


"@ErnestWongBWM @khurrum__ Ernest πŸ’―% agree on $NA.TO. Sizeable allocation here & their international side growing impressively as you know. Not a "big bank" but for growth hard to beat $EQB.TO. People used to question credit quality there but with πŸ”₯ results through covid mega stress test passed imo"  
[X Link](https://x.com/CJ0pp3l/status/1366539014723956740)  2021-03-02T00:01Z 13.6K followers, [--] engagements


"@BarrySchwartzBW Barry I am liking you more and more as the days go by. $CSU.TO. $NA.TO . $COST. Seems like you have good taste or something. 😁"  
[X Link](https://x.com/CJ0pp3l/status/1367291507162685441)  2021-03-04T01:51Z 13.6K followers, [--] engagements


"$NA.TO / $NTIOF One of the strongest names in the field Ultra long here. πŸ“ˆπŸ‘‡Thanks @garquake"  
[X Link](https://x.com/CJ0pp3l/status/1369705308600164365)  2021-03-10T17:42Z 13.6K followers, [--] engagements


"$TMO. Have a feeling Thermo Fisher will sell thousands of these to customer facing businesses. Real time monitoring in restaurants hotels Disneyland etc. πŸ‘‡ #ThermoFisher Scientific today announced the launch of its toaster-oven-sized #ThermoScientific AerosolSense Sampler which can help detect airborne #Pathogens including the virus that causes #COVID19. https://t.co/npl4DpZ9ot #Aerosol @thermosci @thermofisher @umassmemorial #ThermoFisher Scientific today announced the launch of its toaster-oven-sized #ThermoScientific AerosolSense Sampler which can help detect airborne #Pathogens including"  
[X Link](https://x.com/CJ0pp3l/status/1374839630479024129)  2021-03-24T21:44Z 11.6K followers, [--] engagements


"@latecycle_nick Long $NA.TO here"  
[X Link](https://x.com/CJ0pp3l/status/1378357608084426754)  2021-04-03T14:43Z 13.6K followers, [--] engagements


"πŸ‘‡Great $NVO thread. No position but fascinating history and looks like a bright future too. @TobyTheInvestor has a lot of great euro flavoured content and is a valuable source of insights into Scandinavian names. Consider following A story about the #1 largest Danish company #NOVONORDISK If you'd bought [--] share at the IPO in [----] at $17. .you'd have $36174 today + [--] shares of $NZYM worth $3271 That's +231929 % GAIN or annual 18% ex. all dividends paid from [----] Time for a little THREAD A story about the #1 largest Danish company #NOVONORDISK If you'd bought [--] share at the IPO in [----] at"  
[X Link](https://x.com/CJ0pp3l/status/1383938005757353987)  2021-04-19T00:18Z 11.6K followers, [--] engagements


"πŸ‘‡ National Bank sitting on a lot of excess capital. Should be quite the buyback/dividend bonanza when the banking regulator gives the sector the green light. Longer term loving the growth in international/wealth mgmt/capital markets. $NA $NA.TO $NTIOF"  
[X Link](https://x.com/CJ0pp3l/status/1384889652390285312)  2021-04-21T15:19Z 13.6K followers, [--] engagements


"@RobertGGill Ultra long here. World class mgmt world class performance. Have a stack of both C & T"  
[X Link](https://x.com/CJ0pp3l/status/1386720518150123608)  2021-04-26T16:35Z 13.8K followers, [--] engagements


"$TMO πŸ‘‰Those thinking about post-covid growth here's the bit where CEO Marc Casper nails it on the call: "a lot of what COVID will do is it will pay for the acquisitions and then you get an option on the upside for its application as you build out a menu over time.""  
[X Link](https://x.com/CJ0pp3l/status/1388706993968336903)  2021-05-02T04:08Z 11.6K followers, [--] engagements


"Equitable Group with the big full year guidance raise πŸ‘€πŸ”₯ Hope to do a Q/CC thread soon. $EQB $EQB.TO $EQGPF"  
[X Link](https://x.com/CJ0pp3l/status/1389940957471145984)  2021-05-05T13:52Z 13.5K followers, [--] engagements


"Equitable Group Q1 / CC thread πŸŸ‘πŸ’°πŸ”΄πŸ’°βš« $EQB $EQB.TO $EQGPF - Q1 came in hot & guidance for FY was significantly raised (see graphic) - especially eye-opening FY guide on EQ Bank deposits (+30-50%) wealth decumulation biz (+150-200%) & commercial finance (+20-25%) πŸ‘‰"  
[X Link](https://x.com/CJ0pp3l/status/1391454758573993984)  2021-05-09T18:07Z 13.5K followers, [--] engagements


"UBS - $COST is a buy PT bump to $430 from $395 πŸ“ˆ"  
[X Link](https://x.com/CJ0pp3l/status/1396868279734398978)  2021-05-24T16:38Z 11.6K followers, [--] engagements


"National Bank reports Friday - expecting strength across the board & eye- popping numbers from International Div - Credigy (US ) & ABA Bank (Cambodia ). πŸ’ͺπŸ’ͺ Very long this one. $NA $NA.TO"  
[X Link](https://x.com/CJ0pp3l/status/1397283780168011776)  2021-05-25T20:09Z 13.6K followers, [--] engagements


"@plantmath1 @JonahLupton Hey man just call it a currency and no rules apply ammirite"  
[X Link](https://x.com/CJ0pp3l/status/1399764245059825670)  2021-06-01T16:26Z 12.3K followers, [--] engagements


"Nice. Long $NA / $NA.TO πŸ“ˆ"  
[X Link](https://x.com/CJ0pp3l/status/1400168621649776642)  2021-06-02T19:13Z 13.6K followers, [--] engagements


"ThisπŸ‘‡ $COST $COST US comp up 16.7% ex gas&fx Two-year comp of 27.4% may be Costco's best ever (better than 24.9% last month) Some people call this comping the comp other people call it #winning And samples coming back in June plus an improved churro in the food court by July [--]. https://t.co/2y6eXxuaXK $COST US comp up 16.7% ex gas&fx Two-year comp of 27.4% may be Costco's best ever (better than 24.9% last month) Some people call this comping the comp other people call it #winning And samples coming back in June plus an improved churro in the food court by July [--]. https://t.co/2y6eXxuaXK"  
[X Link](https://x.com/CJ0pp3l/status/1400678210434519044)  2021-06-04T04:58Z 11.6K followers, [--] engagements


"$MSFT Gaming moves πŸ‘€ $MSFT integrating #cloud #gaming with TV manufacturers or w/stick is worth watching. Could be a trend setter https://t.co/E93jLof1Bc $MSFT integrating #cloud #gaming with TV manufacturers or w/stick is worth watching. Could be a trend setter https://t.co/E93jLof1Bc"  
[X Link](https://x.com/CJ0pp3l/status/1403033817154166785)  2021-06-10T16:58Z 11.6K followers, [--] engagements


"Grocery basket inflation is bullish for $COST membership numbers as the delta between a 12% vs 25% markup becomes more material to family budgets"  
[X Link](https://x.com/CJ0pp3l/status/1405328473548201990)  2021-06-17T00:56Z 11.6K followers, [--] engagements


"Credit Suisse sees 35% dividend increase incoming for capital flush National Bank πŸ‘€ $NA $NA.TO Canadian Banks Sizable dividend hikes approaching $bmo.to $bns.to $cm.to $na.to $ry.to $td.to https://t.co/zvbE9ZZFmf Canadian Banks Sizable dividend hikes approaching $bmo.to $bns.to $cm.to $na.to $ry.to $td.to https://t.co/zvbE9ZZFmf"  
[X Link](https://x.com/CJ0pp3l/status/1407894834656944133)  2021-06-24T02:54Z 13.6K followers, [--] engagements


"FinTwit: $TMO at $200B - yawn they do too many different things give me something I can do a short thread on without breaking a sweat. Future FinTwit: $TMO at [--] Trillion. Love this co always have πŸ˜‚ @NatHarooni @Keubiko @PythiaR"  
[X Link](https://x.com/CJ0pp3l/status/1409613231946039306)  2021-06-28T20:42Z 11.6K followers, [--] engagements


"$COST hits $400"  
[X Link](https://x.com/CJ0pp3l/status/1410996848513351686)  2021-07-02T16:20Z 11.6K followers, [--] engagements


"Contrarian view: The #JEDI contract news today is a net positive for $MSFT. 50% of the contract (a likely outcome) is a better net-net than fighting (sore losers) $AMZN in court for the next [--] years. * I do like AMZN actually"  
[X Link](https://x.com/CJ0pp3l/status/1412543344266280962)  2021-07-06T22:45Z 11.6K followers, [--] engagements


"@DividendProf $NA.TO - 18-20%"  
[X Link](https://x.com/CJ0pp3l/status/1413176033948274691)  2021-07-08T16:39Z 13.6K followers, [--] engagements


"I like the Azure trend here. Anyone have updated data into [----] $MSFT"  
[X Link](https://x.com/CJ0pp3l/status/1415037416637796353)  2021-07-13T19:56Z 11.6K followers, [--] engagements


"Any bold bullish/bearish predictions for $MSFT earnings on Tuesday Gold star if you nail something"  
[X Link](https://x.com/CJ0pp3l/status/1418746288699416581)  2021-07-24T01:34Z 11.6K followers, [--] engagements


"$MSFT bull thesis πŸ˜† Krispy Kreme is selling Xbox doughnuts https://t.co/YnWvoHsvEx https://t.co/q8syDMMfTZ Krispy Kreme is selling Xbox doughnuts https://t.co/YnWvoHsvEx https://t.co/q8syDMMfTZ"  
[X Link](https://x.com/CJ0pp3l/status/1420507918487605249)  2021-07-28T22:14Z 11.6K followers, [--] engagements


"Day [--] of my @IBKR account. Nice platform but mostly I'm jazzed that this opens up exchanges around the 🌏 to me. If planning on opening one yourself (this is cheesy but oh well) you might as well get up to $1000 in free IBKR shares by using this link: https://ibkr.com/referral/caleb692 https://ibkr.com/referral/caleb692"  
[X Link](https://x.com/CJ0pp3l/status/1422617557576523778)  2021-08-03T17:57Z 11.6K followers, [--] engagements


"$COST What a freight train. πŸ“ˆ"  
[X Link](https://x.com/CJ0pp3l/status/1423379077591834630)  2021-08-05T20:23Z 11.6K followers, [--] engagements


"Lotta eyes on most names with strong growth. Not Equitable Group. (Yet) I'm long $EQB.TO $EQGPF"  
[X Link](https://x.com/CJ0pp3l/status/1424838329376272406)  2021-08-09T21:01Z 13.5K followers, [--] engagements


"North American Construction Group mini-overview/Q2/why bullish H2/2022 🧡 $NOA $NOA.TO provider of mining/earthworks/heavy construction services oil sands roots increasingly diversified across commodities & heavy infrastructure excellent mgmt [--] yr SP CAGR 41% (+ div) πŸ‘€ πŸ‘‰"  
[X Link](https://x.com/CJ0pp3l/status/1425164560504287238)  2021-08-10T18:38Z 11.6K followers, [--] engagements


"Brining this one back. $MSFT πŸ˜— $MSFT is undervalued. https://t.co/5lNskBz8Wq $MSFT is undervalued. https://t.co/5lNskBz8Wq"  
[X Link](https://x.com/CJ0pp3l/status/1428492039750963201)  2021-08-19T23:00Z 11.6K followers, [--] engagements


"@monsieurdiv @TheDividendGuy Long $NA.TO 😁"  
[X Link](https://x.com/CJ0pp3l/status/1429857535217967113)  2021-08-23T17:26Z 13.6K followers, [--] engagements


"@BeaverDamCap Long $NA.TO πŸ™‚"  
[X Link](https://x.com/CJ0pp3l/status/1429858402298044448)  2021-08-23T17:29Z 13.6K followers, [--] engagements


"@NotAccredited @HarrisJustinp @Questrade I have a National Bank Direct Brokerage account and am also a $NA.TO investor. Happy camper πŸ™‚"  
[X Link](https://x.com/CJ0pp3l/status/1430033132233715714)  2021-08-24T05:04Z 13.6K followers, [--] engagements


"@TheMotleyFoolCA Pretty big for sure. Looking forward to it $NA.TO $EQB.TO"  
[X Link](https://x.com/CJ0pp3l/status/1430033358910672900)  2021-08-24T05:04Z 13.6K followers, [--] engagements


"@Avs291 @HeroDividend Nice. Solid stack of $NA.TO here. Looking forward to results tomorrow πŸ‘"  
[X Link](https://x.com/CJ0pp3l/status/1430384385614770183)  2021-08-25T04:19Z 13.6K followers, [--] engagements


"The good banks are evolving. Long $NA.TO. Canadian thoroughbred reporting tomorrow. https://ca.finance.yahoo.com/news/national-banks-direct-brokerage-division-170220111.html https://ca.finance.yahoo.com/news/national-banks-direct-brokerage-division-170220111.html"  
[X Link](https://x.com/CJ0pp3l/status/1430385637614526466)  2021-08-25T04:24Z 13.6K followers, [--] engagements


"$NA.TO National Bank of Canada acquires majority stake in financial data fintech Flinks. "The financial data layer of the internet". $103M https://prn.to/3DlCwx0 https://prn.to/3DlCwx0"  
[X Link](https://x.com/CJ0pp3l/status/1430908029491290118)  2021-08-26T15:00Z 13.6K followers, [--] engagements


"Interesting $TMO thread. This co has so many long run tailwinds I've lost track. Thoughts on biotech supply chain/Why @PythiaR should buy every $TMO dip Background: Have worked in large academic research labs since undergrad days (circa 2011). Recently moved and started work at a mega-cap pharmaceutical company. Thoughts on biotech supply chain/Why @PythiaR should buy every $TMO dip Background: Have worked in large academic research labs since undergrad days (circa 2011). Recently moved and started work at a mega-cap pharmaceutical company"  
[X Link](https://x.com/CJ0pp3l/status/1430934829751697410)  2021-08-26T16:47Z 11.6K followers, [--] engagements


"Canadians: Set up my family RESP with National Bank Direct Brokerage. Only full service brokerage with $0 trades. πŸ‘€ $NA.TO"  
[X Link](https://x.com/CJ0pp3l/status/1431307541191876612)  2021-08-27T17:28Z 13.6K followers, [--] engagements


"@BarrySchwartzBW Long $NA.TO Long $EQB.TO"  
[X Link](https://x.com/CJ0pp3l/status/1431370181310177283)  2021-08-27T21:36Z 13.6K followers, [--] engagements


"Alaris Equity Partners steadily chugging up the mountain post Cov-crash like the Lil Engine That Could. πŸ™‚πŸš‚ Dividend yield on cost for shares purchased at the low 17% now [--] months later btw πŸ˜† https://www.alarisequitypartners.com https://www.alarisequitypartners.com"  
[X Link](https://x.com/CJ0pp3l/status/1431463814155968514)  2021-08-28T03:49Z 11.6K followers, [--] engagements


"I'm told this is material. $MSFT Ready your grappling hook Halo Infinite is coming December [--] Pre-install now: https://t.co/byMT5nIgGG #XboxGC #OpeningNightLive https://t.co/oWvao1Rcys Ready your grappling hook Halo Infinite is coming December [--] Pre-install now: https://t.co/byMT5nIgGG #XboxGC #OpeningNightLive https://t.co/oWvao1Rcys"  
[X Link](https://x.com/CJ0pp3l/status/1432923301953687553)  2021-09-01T04:28Z 11.6K followers, [--] engagements


"@qcapital2020 Some nice YTD gains in my portfolio: $EQB.TO 51% $NOA.TO 45% $NA.TO 40% $CSU.TO 31%"  
[X Link](https://x.com/CJ0pp3l/status/1433078275446743044)  2021-09-01T14:44Z 13.6K followers, [--] engagements


"@StockTalk416 Man but my $NA.TO is up 40% YTD. Killin most of the growth bro names. πŸ˜‚ This isn't even a joke. πŸ˜‚"  
[X Link](https://x.com/CJ0pp3l/status/1433230440064708609)  2021-09-02T00:48Z 13.6K followers, [--] engagements


""BRP says it now expects its normalized earnings per share for the full year to be between $8.25 and $9.75 up from is earlier guidance for between $7.75 and $8.50." This is a huge raise. Just wait until supply chain no longer holding them back.πŸ‘€ $DOOO $DOO.TO"  
[X Link](https://x.com/CJ0pp3l/status/1433487487880466448)  2021-09-02T17:50Z 11.6K followers, [--] engagements


"Number of customers at @EQBank has increased 192% in the last [---] years. [------] end of last Q.πŸ”₯ $EQB.TO $EQGPF $EQB"  
[X Link](https://x.com/CJ0pp3l/status/1437183100253990915)  2021-09-12T22:35Z 13.5K followers, [--] engagements


"National Bank's International division has delivered a 43% net income CAGR over the last [--] yrs. πŸ’°πŸ’°πŸ’° ABA Bank in & Credigy in $NA $NA.TO Few"  
[X Link](https://x.com/CJ0pp3l/status/1438698458848710658)  2021-09-17T02:56Z 13.6K followers, [--] engagements


"$TMO today hello"  
[X Link](https://x.com/CJ0pp3l/status/1438986190359707649)  2021-09-17T22:00Z 11.6K followers, [--] engagements


"PSA - The Paradox duck down jacket at $COST is great. Matte finish not shiny thank you. Yes I started hitting the clothing section at Costco"  
[X Link](https://x.com/CJ0pp3l/status/1444756461867835395)  2021-10-03T20:09Z 11.6K followers, [--] engagements


"Finally found out who has been buying Topicus heavy. Invesco Canada - [-------] shares πŸ‹πŸ‘€ Epoch Investment Partners - [-----] shares Liontrust Investment Partners - [-----] shares $TOI $TOI.V $TOITF @qcapital2020"  
[X Link](https://x.com/CJ0pp3l/status/1446549330525966342)  2021-10-08T18:53Z 11.6K followers, [--] engagements


"$TMO Pharma and Biotech tailwinds 🌬🌬🌬"  
[X Link](https://x.com/CJ0pp3l/status/1451031546874327047)  2021-10-21T03:44Z 11.6K followers, [--] engagements


"I like how this guy looks after his $CAT. And the operator. $XPEL"  
[X Link](https://x.com/CJ0pp3l/status/1453057229280608259)  2021-10-26T17:53Z 11.6K followers, [--] engagements


"$TMO "raising its [----] revenue and earnings guidance. raising its revenue guidance by $1.2 billion to $37.1 billion. 15% revenue growth over 2020.Raising its adjusted EPS guidance by $1.30 to $23.37 20% growth year over year." πŸ‘€ Tough comps they said heh"  
[X Link](https://x.com/CJ0pp3l/status/1453410265257562113)  2021-10-27T17:16Z 11.6K followers, [--] engagements


"Chinese social media influencers posing in front of $COST's Shanghai warehouse to get those vibes/likes probably tells you all you need to know about Costco's potential there. Political rivalries aside most Chinese people admire the US and have a soft spot for the American dream"  
[X Link](https://x.com/CJ0pp3l/status/1454272148344688642)  2021-10-30T02:21Z 11.6K followers, [--] engagements


"@Pigeonomics @jgreco @dlauer @mittalbestex @marketfairness @ltabb @HideNotSlide Lol too harsh man. I am wheeling-barrowing piles of 🍁 green from examples like $DOO.TO $EQB.TO $NOA.TO $CTS.TO $NA.TO etc. Yeah and Constellation Software #1. 😁"  
[X Link](https://x.com/CJ0pp3l/status/1454491354638086144)  2021-10-30T16:52Z 13.6K followers, [--] engagements


"$ONEW moving higher. Still absurdly cheap if you ask me. Developing a more $POOL-esque flavor with increased focus on parts/accessories/services acquisitions"  
[X Link](https://x.com/CJ0pp3l/status/1455211210324922369)  2021-11-01T16:32Z 11.6K followers, [--] engagements


"$COST what a beast. Yes this is a photo of a jet powered tractor"  
[X Link](https://x.com/CJ0pp3l/status/1459224941052661760)  2021-11-12T18:21Z 11.6K followers, [--] engagements


"$RIVN and $LCID in the neighborhood of 5-10x overvalued caveat emptor"  
[X Link](https://x.com/CJ0pp3l/status/1462850445353705474)  2021-11-22T18:28Z 11.6K followers, [--] engagements


"Equitable Group raised to C$94 at Scotiabank. This one is a 🐎 Divvy increase well north of 25% imminent. $EQB $EQB.TO $EQGPF"  
[X Link](https://x.com/CJ0pp3l/status/1463312062973501445)  2021-11-24T01:02Z 13.5K followers, [--] engagements


"Looking forward to tomorrow - BRP Inc earnings $DOOO - National Bank earnings $NA.TO - Costco Nov sales numbers $COST"  
[X Link](https://x.com/CJ0pp3l/status/1465792508621844483)  2021-11-30T21:19Z 13.6K followers, [--] engagements


"$NA.TO cc - ABA Bank "we have very positive things to say about ABA especially the country.no lockdowns.borders reopened.no more quarantine for vaccinated travelers - very good news for the tourism sector. Manufacturing retail construction sectors.almost back to where πŸ‘‡"  
[X Link](https://x.com/CJ0pp3l/status/1468296237640138753)  2021-12-07T19:07Z 13.6K followers, [--] engagements


"$COST US footprint - current total warehouses (list) vs net new warehouses financial year 2017-2021 (chart). There are some shifts. California [---] Texas [--] Washinton [--] Florida [--] Illinois [--] New Jersey [--] New York [--] Arizona [--] Virginia [--] Michigan [--] Georgia [--] Colorado 14"  
[X Link](https://x.com/CJ0pp3l/status/1472269724473966600)  2021-12-18T18:17Z 11.6K followers, [--] engagements


"Morningstar has $MSFT as undervalued here. I agree actually. 🀠"  
[X Link](https://x.com/CJ0pp3l/status/1476764245282811907)  2021-12-31T03:56Z 11.6K followers, [--] engagements


"Cash Flow / share $TYL $ROP $CSU.TO 4/ CSU/ROP/TYL Cash Flow per share https://t.co/wvir6QxaX0 4/ CSU/ROP/TYL Cash Flow per share https://t.co/wvir6QxaX0"  
[X Link](https://x.com/CJ0pp3l/status/1478404778325528576)  2022-01-04T16:35Z 12.2K followers, [--] engagements


"$NFLX: "Go get em Bill.""  
[X Link](https://x.com/CJ0pp3l/status/1486499020285509635)  2022-01-27T00:39Z 11.6K followers, [--] engagements


"@Dynamicbrands Lol what are you actually saying though"  
[X Link](https://x.com/CJ0pp3l/status/1490522231872446465)  2022-02-07T03:06Z 13.5K followers, [--] engagements


"@ronmortgageguy @SteveF2022 @MAraucana @OPMWars @craighunter_ Can't have it all. $EQB total return better than big [--] over last [--] yrs and total loan losses as a % lower than big [--]. FWIW I also own $NA.TO"  
[X Link](https://x.com/CJ0pp3l/status/1496208688394166273)  2022-02-22T19:42Z 13.6K followers, [--] engagements


"Sounds like Ukrainian forces are winning some of the fights"  
[X Link](https://x.com/CJ0pp3l/status/1496942889967882258)  2022-02-24T20:19Z 11.6K followers, [--] engagements


"$COST beat πŸ‘"  
[X Link](https://x.com/CJ0pp3l/status/1499499240745103360)  2022-03-03T21:37Z 11.6K followers, [--] engagements


"Exactly. $COST $COST CFO Richard Galanti on yesterday's call: "Just keep driving more value and if we keep focusing on that nobody can catch us." $COST CFO Richard Galanti on yesterday's call: "Just keep driving more value and if we keep focusing on that nobody can catch us.""  
[X Link](https://x.com/CJ0pp3l/status/1499793423867396102)  2022-03-04T17:06Z 11.6K followers, [--] engagements


"Throw in some veg & feed a fam of [--] for $18 beaver bucks 🦫 $COST"  
[X Link](https://x.com/CJ0pp3l/status/1503137394211491841)  2022-03-13T22:34Z 11.6K followers, [--] engagements


"What's your favorite $500 million to $3 billion idea for a seven year timeframe"  
[X Link](https://x.com/CJ0pp3l/status/1507220378451525633)  2022-03-25T04:58Z 14.2K followers, [---] engagements


"@PulferLukas @ARITZIA Long"  
[X Link](https://x.com/CJ0pp3l/status/1510488820315156480)  2022-04-03T05:26Z 12.6K followers, [--] engagements


"Congrats Kiwis New Zealand getting its very first $COST this Aug Also new on this list: Verona WI Gimhae KO"  
[X Link](https://x.com/CJ0pp3l/status/1512604702550093824)  2022-04-09T01:33Z 11.6K followers, [--] engagements


"Donut is back. Complete port here"  
[X Link](https://x.com/CJ0pp3l/status/1514772717576208384)  2022-04-15T01:08Z 13.6K followers, [--] engagements


"$COST buybacks $COST https://t.co/TcAFTpa0Mq https://t.co/pWRBrzcOxO $COST https://t.co/TcAFTpa0Mq https://t.co/pWRBrzcOxO"  
[X Link](https://x.com/CJ0pp3l/status/1515779028338192384)  2022-04-17T19:47Z 11.6K followers, [--] engagements


"Holdings YTD Green pile 🍻 $PIPE.TO +24% $COST +1% Red pile 🌿 $NA.TO -3% $DOO.TO -8% $NOA.TO -8% $EQB.TO -9% $CSU.TO -13% $ATZ.TO -13% $TMO -16% $MSFT -19% $CTS.TO -22% $TOI.V -30% $XPEL -37% $ONEW -49%"  
[X Link](https://x.com/CJ0pp3l/status/1517905322685308930)  2022-04-23T16:36Z 13.6K followers, [--] engagements


"Burry vs Buffett interesting. $AAPL"  
[X Link](https://x.com/anyuser/status/1526273952074502145)  2022-05-16T18:50Z 14.9K followers, [---] engagements


"$TMO investor day deck [---] slides https://ir.thermofisher.com/investors/news-events/events/default.aspx https://ir.thermofisher.com/investors/news-events/events/default.aspx"  
[X Link](https://x.com/CJ0pp3l/status/1527122507366469632)  2022-05-19T03:02Z 11.6K followers, [--] engagements


"$DOOO reporting next Friday. 😎 Friendly reminder last [--] yrs it outperformed $ADBE $AMZN $GOOG & even my $COST"  
[X Link](https://x.com/CJ0pp3l/status/1529999776455938048)  2022-05-27T01:35Z 11.6K followers, [--] engagements


"Great Q from National Bank $NA.TO $NA Happy shareholder. https://financialpost.com/fp-finance/banking/national-bank-hikes-dividend-after-profit-climbs-11 https://financialpost.com/fp-finance/banking/national-bank-hikes-dividend-after-profit-climbs-11"  
[X Link](https://x.com/CJ0pp3l/status/1530303892059086849)  2022-05-27T21:44Z 13.6K followers, [--] engagements


"Ever heard of ABA Bank in Cambodia Just reported Q2 net income $88 million. Q2 [----] was $10 million. - 54.5% CAGR last [--] yrs πŸ˜— 100% owned by National Bank $NA.TO $NA"  
[X Link](https://x.com/CJ0pp3l/status/1530395334253219840)  2022-05-28T03:47Z 13.6K followers, [--] engagements


"@myprudentlife_ Yes I might"  
[X Link](https://x.com/CJ0pp3l/status/1530975004287938561)  2022-05-29T18:10Z 12K followers, [--] engagements


"@PascalVerret @CanDivStocks @TheDividendGuy $NA.TO is pick of the litter for me"  
[X Link](https://x.com/CJ0pp3l/status/1531105009055584256)  2022-05-30T02:47Z 13.6K followers, [--] engagements


"$COST PSA for Canadians - rare 20% off at over $1000 . yesterday & today only http://costco.ca http://costco.ca"  
[X Link](https://x.com/CJ0pp3l/status/1531108353195118595)  2022-05-30T03:00Z 11.6K followers, [--] engagements


"@Jk91185408 Maybe that. I might want in"  
[X Link](https://x.com/CJ0pp3l/status/1531372388993990656)  2022-05-30T20:30Z 14K followers, [--] engagements


"They are back. $COST"  
[X Link](https://x.com/CJ0pp3l/status/1531372771292217344)  2022-05-30T20:31Z 11.6K followers, [--] engagements


"@Jk91185408 Never underestimate leftist dogma πŸ˜‚"  
[X Link](https://x.com/CJ0pp3l/status/1531393322484310016)  2022-05-30T21:53Z 14K followers, [--] engagements


"@irbezek @uproarcapital Yes agree an example being ABA Bank in Cambodia.just happens to be 100% owned by National Bank $NA.TO"  
[X Link](https://x.com/CJ0pp3l/status/1532854878086627328)  2022-06-03T22:40Z 13.6K followers, [--] engagements


"Portfolio July [--] $CSU.TO $CNSWF $TMO $EQB.TO $XPEL $DOOO $COST $ONEW $TOI.V $MSFT $PIPE.TO $NA.TO $NOA $ATZ.TO Also [--] very small positions in $BIR.TO & $CJ.TO not shown"  
[X Link](https://x.com/CJ0pp3l/status/1543249013247315968)  2022-07-02T15:03Z 13.6K followers, [--] engagements


"Added to National Bank $NA.TO this morning Ever heard of ABA Bank in Cambodia Just reported Q2 net income $88 million. Q2 [----] was $10 million. - 54.5% CAGR last [--] yrs πŸ˜— 100% owned by National Bank $NA.TO $NA https://t.co/lQK46QjuBG Ever heard of ABA Bank in Cambodia Just reported Q2 net income $88 million. Q2 [----] was $10 million. - 54.5% CAGR last [--] yrs πŸ˜— 100% owned by National Bank $NA.TO $NA https://t.co/lQK46QjuBG"  
[X Link](https://x.com/CJ0pp3l/status/1552656070513897474)  2022-07-28T14:03Z 13.6K followers, [--] engagements


"Big portfolio month as started to put RE $ to work New: $SGN.WA Added: $CSU.TO $EQB.TO $DOO.TO $TOI.V $NA.TO $PIPE.TO $ATZ.TO $BIR.TO No Change: $TMO $XPEL $COST $ONEW $MSFT Trimmed: None Sold: $NOA.TO"  
[X Link](https://x.com/CJ0pp3l/status/1553174416640528385)  2022-07-30T00:23Z 13.6K followers, [--] engagements


"Nice to see portfolio cos as each other's customers - keep the $ in the circle βšͺ $EQB.TO cloud banking built on Azure $MSFT & partnering with Flinks $NA.TO to allow digital banking customers to securely share data with network of third-party fintech applications"  
[X Link](https://x.com/CJ0pp3l/status/1556845254141042688)  2022-08-09T03:30Z 13.6K followers, [--] engagements


"Portfolio market caps (USD) $MSFT $2.1 T $COST $237 B $TMO $227 B $CSU.TO $35 B $NA.TO $24 B $DOO.TO $5.8 B $TOI.V $5.2 B $ATZ.TO $3.6 B $XPEL $2.1 B $BIR.TO $1.9 B $EQB.TO $1.5 B $ONEW $593 million $PIPE.TO $588 million $SGN.WA $96 million"  
[X Link](https://x.com/CJ0pp3l/status/1557302925122158598)  2022-08-10T09:48Z 13.6K followers, [--] engagements


"@IFB_podcast Most don't seem to want to hear about $DOOO or $NA.TO"  
[X Link](https://x.com/CJ0pp3l/status/1558086669122686982)  2022-08-12T13:43Z 13.6K followers, [--] engagements


"@TheDividendGuy Get an account that doesn't charge fees on trading. (eg national bank direct brokerage)"  
[X Link](https://x.com/CJ0pp3l/status/1560255888396390402)  2022-08-18T13:22Z 13.6K followers, [--] engagements


"What is the most compelling investment in the HVAC space"  
[X Link](https://x.com/CJ0pp3l/status/1561555941245366272)  2022-08-22T03:28Z 14.2K followers, [--] engagements


"Looking forward to $NA on Wednesday $NA.TO $NTIOF"  
[X Link](https://x.com/CJ0pp3l/status/1561592053942796289)  2022-08-22T05:52Z 13.6K followers, [--] engagements


"National Bank beats on EPS by [--] cent yoooo Performance of core biz in pic below. And ROE 17.7% $NA.TO $NTIOF"  
[X Link](https://x.com/CJ0pp3l/status/1562426104257716226)  2022-08-24T13:06Z 13.6K followers, [--] engagements


"My favourite story at National Bank $NA.TO continues to be their ripper Cambodian bank ABA which is now 7% of total revenues from not much above zero a few years back. They added [------] clients in the last year πŸ‘€ One day this will be quarter of $NA's biz imo"  
[X Link](https://x.com/CJ0pp3l/status/1562427984459341824)  2022-08-24T13:13Z 13.6K followers, [--] engagements


"@PassiveCndIncom I have $NA.TO at a near identical 4.42% heh"  
[X Link](https://x.com/CJ0pp3l/status/1562756332377083904)  2022-08-25T10:58Z 13.6K followers, [--] engagements


"@wise_investor19 @findependencec1 @CanDivStocks @CanadianDivide2 @johnyboy1853 @myownadvisor @Tawcan @iLuv_2_Travel @Lovey1973 Of the [--] only $NA.TO"  
[X Link](https://x.com/CJ0pp3l/status/1563070234474323973)  2022-08-26T07:45Z 13.6K followers, [--] engagements


"Sept [--] portfolio 🍩 New: $TVK.TO Added: $CSU.TO $ONEW No Change: $XPEL $EQB.TO $SGN.WA $TMO $DOO.TO $PIPE.TO $TOI.V $COST $NA.TO $ATZ.TO $MSFT Trimmed: None Sold: None"  
[X Link](https://x.com/CJ0pp3l/status/1565196482239557634)  2022-09-01T04:34Z 13.6K followers, [---] engagements


"Not all European names are wilting. What's one of yours that is swimming against the flow"  
[X Link](https://x.com/CJ0pp3l/status/1567070892219572229)  2022-09-06T08:43Z 11.6K followers, [--] engagements


"Oct [--] portfolio 🍩πŸ”₯ New positions: Nil Added to: $TVK.TO $CSU.TO $EQB.TO $NA.TO $PIPE.TO No Change: $SGN.WA $XPEL $TMO $DOO.TO $ONEW $TOI.V $COST $ATZ.TO $BIR.TO $MSFT Trimmed: Nil Sold: Nil"  
[X Link](https://x.com/CJ0pp3l/status/1576014338174828544)  2022-10-01T01:01Z 13.6K followers, [--] engagements


"Equitable Bank obtains final approval to acquire Concentra bank πŸ‘πŸ» Will be Canada's 7th largest bank after National Bank. Has been outperforming the Big Six across the board $EQB.TO $NA.TO https://www.newswire.ca/news-releases/equitable-bank-obtains-minister-of-finance-approval-for-acquisition-of-concentra-bank-816978868.html https://www.newswire.ca/news-releases/equitable-bank-obtains-minister-of-finance-approval-for-acquisition-of-concentra-bank-816978868.html"  
[X Link](https://x.com/CJ0pp3l/status/1576825255338745857)  2022-10-03T06:43Z 13.6K followers, [--] engagements


"Should have bought $DHR the day I was born smh [--] cents a share"  
[X Link](https://x.com/CJ0pp3l/status/1583614258734333952)  2022-10-22T00:20Z 11.5K followers, [--] engagements


"πŸ‘€Just looking at countries in which $COST already has a presence consider that white space on the right hand side of the chart. 🀯"  
[X Link](https://x.com/CJ0pp3l/status/1584104890137071616)  2022-10-23T08:50Z 11.6K followers, [--] engagements


"Costco Mexico City Santa Fe is lush πŸ‘€ Opened Nov [----] $COST https://www.google.com/amp/s/www.archpaper.com/2022/10/new-costco-mexico-citys-santa-fe-district-sprawling-urban-park/%3famp=1 https://www.google.com/amp/s/www.archpaper.com/2022/10/new-costco-mexico-citys-santa-fe-district-sprawling-urban-park/%3famp=1"  
[X Link](https://x.com/CJ0pp3l/status/1584449897709064193)  2022-10-24T07:41Z 11.6K followers, [--] engagements


"Retail not easy but I've assembled a team $COST $ATZ $DOOO $ONEW"  
[X Link](https://x.com/CJ0pp3l/status/1592884497439395841)  2022-11-16T14:17Z 11.6K followers, [--] engagements


"Watchlist of "future $CSU's" - Lumine Group - FOG Software - Juniper Group - Modaxo - Datamine - Sygnity - Aquila - Carina - Acquire - Vesta Software - Vencora - Trapeze Group .I'm missing some here"  
[X Link](https://x.com/anyuser/status/1594326380862672896)  2022-11-20T13:46Z 14.9K followers, [---] engagements


"National Bank $NA.TO πŸ’š YTD. & the divvy πŸ‘πŸ» cc @TheDividendGuy"  
[X Link](https://x.com/CJ0pp3l/status/1595332688470507520)  2022-11-23T08:25Z 13.6K followers, [--] engagements


"Reflecting on $CSU's bigger buys what am I missing '13 - TSS [---] mil '20 - Topicus '21 - $FICO C&R biz US$93 mil '21 - Geosoftware US$95 mil (60/40 $TOI.V/Vela) '21 - Adapt IT US$65 mil '22 - Altera US$700 mil cc @LibertyRPF @willis_cap @viggy_krishnan @Einsteinstrasse"  
[X Link](https://x.com/CJ0pp3l/status/1595644125830782976)  2022-11-24T05:02Z 11.6K followers, [--] engagements


"Looking forward to Wednesday morning both BRP & National Bank reporting before market open 😊 $NA.TO $NTIOF $DOO.TO $DOOO"  
[X Link](https://x.com/CJ0pp3l/status/1597219793215451136)  2022-11-28T13:24Z 13.6K followers, [--] engagements


"@PieterTobback I don't follow Royal Bank or HSBC closely. No idea how rich the valuation is or isn't here. That said I see it as a confident move by $RY to deploy that kind of cash which I'll take as a positive for the sector (I own National Bank $NA.TO and Equitable Bank $EQB.TO)"  
[X Link](https://x.com/CJ0pp3l/status/1597577516860211200)  2022-11-29T13:05Z 13.6K followers, [--] engagements


"I'm going to be annoyed if $EQB.TO gets scooped up by a Big [--] for $90 a share here cc $HCG.TO $RY $HSBC"  
[X Link](https://x.com/CJ0pp3l/status/1597587815470338050)  2022-11-29T13:46Z 11.6K followers, [--] engagements


"Dec [--] '22 portfolio New positions: Nil Added to: Constellation Software $CSU.TO Equitable Bank $EQB.TO Terravest $TVK.TO No Change: $XPEL $SGN.WA $DOO.TO $TMO $NA.TO $ONEW $TOI.V $COST $ATZ.TO $BIR.TO $MSFT Trimmed: $PIPE.TO Sold: Nil"  
[X Link](https://x.com/CJ0pp3l/status/1598135936399048706)  2022-12-01T02:04Z 13.6K followers, [--] engagements


"Portfolio CEOs by age [--] Rycki $SGN.WA [--] Haw $TVK.TO [--] Pape $XPEL [--] Singleton $ONEW [--] Wong $ATZ.TO [--] Ferreira $NA.TO [--] van Poelji $TOI.V [--] Casper $TMO [--] Nadella $MSFT [--] Moor $EQB.TO [--] Boisjoli $DOOO [--] Tonken $BIR.TO [--] Wanklyn $PIPE [--] Leonard $CSU [--] Jelinek $COST"  
[X Link](https://x.com/CJ0pp3l/status/1598942320912912386)  2022-12-03T07:28Z 13.6K followers, [--] engagements


"Going to need a bunch of these $$$$ $TMO $AAPL JUST IN: Tim Cook says Apple $AAPL device chips production will be moved to United States. JUST IN: Tim Cook says Apple $AAPL device chips production will be moved to United States"  
[X Link](https://x.com/CJ0pp3l/status/1600338668581183488)  2022-12-07T03:57Z 11.6K followers, [--] engagements


"EQ Bank launches in Quebec πŸ‘πŸ» $EQB $EQB.TO $EQGPF https://prn.to/3UI1w9w https://prn.to/3UI1w9w"  
[X Link](https://x.com/CJ0pp3l/status/1601074001262284801)  2022-12-09T04:39Z 13.5K followers, [--] engagements


"@SirBaby6 In my port $EQB.TO $TVK.TO $DOOO $NA.TO $SGN.WA $ONEW"  
[X Link](https://x.com/CJ0pp3l/status/1601838814821232642)  2022-12-11T07:18Z 13.6K followers, [--] engagements


"@fundhunter_co National Bank $NA.TO Topicus $TOI.V Aritzia $ATZ.TO Equitable Group $EQB.TO BRP $DOO.TO Terravest $TVK.TO"  
[X Link](https://x.com/CJ0pp3l/status/1603575353444028417)  2022-12-16T02:18Z 13.6K followers, [----] engagements


"National champions I don't own. Can't win em all πŸ€” $ATD $BAM $TFII $CP $RY $CNQ "  
[X Link](https://x.com/CJ0pp3l/status/1604346541560381440)  2022-12-18T05:23Z 11.6K followers, 17.1K engagements


"Something special about the [----] vintage $COST warehouses 🧐"  
[X Link](https://x.com/CJ0pp3l/status/1604819588516319233)  2022-12-19T12:43Z 11.6K followers, [----] engagements


"Had some dividend $ accumulating in the accounts; added to $NA.TO & $TVK.TO today πŸ›’"  
[X Link](https://x.com/CJ0pp3l/status/1605005008701128704)  2022-12-20T00:59Z 13.6K followers, [----] engagements


"Sorry @Willis_Holdings no dice $TDG"  
[X Link](https://x.com/CJ0pp3l/status/1608028158447734784)  2022-12-28T09:12Z 11.6K followers, [----] engagements


"Ukraine has received about [-----] Starlink terminals to date. About half donated by Poland πŸ™ŒπŸ» $TSLA"  
[X Link](https://x.com/CJ0pp3l/status/1608819785458135040)  2022-12-30T13:38Z 11.6K followers, [----] engagements


"$EQB mgmt guiding 45% CAGR for wealth decumulation biz next [--] years πŸ’΅ https://eqbank.investorroom.com/investor-day https://eqbank.investorroom.com/investor-day"  
[X Link](https://x.com/CJ0pp3l/status/1609407726647644160)  2023-01-01T04:34Z 11.6K followers, [----] engagements


"@FreedomFinLB Own and have been adding $NA.TO"  
[X Link](https://x.com/CJ0pp3l/status/1610811657160364034)  2023-01-05T01:33Z 13.6K followers, [---] engagements


"@onepennypodcast $NA.TO and $EQB.TO"  
[X Link](https://x.com/CJ0pp3l/status/1611621231836684292)  2023-01-07T07:10Z 13.6K followers, [---] engagements


"Wondering again about $ZBRA"  
[X Link](https://x.com/CJ0pp3l/status/1612450004605751300)  2023-01-09T14:03Z 11.6K followers, [----] engagements


"EQ Bank card rollin' out. Biz growing strongly $EQB $MA"  
[X Link](https://x.com/CJ0pp3l/status/1615954143709138944)  2023-01-19T06:07Z 11.6K followers, [----] engagements


"Constellation Software (Vela) acquires Tietoevry's wood supply software business Approx [--] employees $CSU $CSU.TO $CNSWF [----] counter: [--] https://www.tietoevry.com/en/newsroom/all-news-and-releases/other-news/2023/01/tietoevry-has-signed-an-agreement-to-sell-its-wood-supply-software-business-to-vela-softwaree/ https://www.tietoevry.com/en/newsroom/all-news-and-releases/other-news/2023/01/tietoevry-has-signed-an-agreement-to-sell-its-wood-supply-software-business-to-vela-softwaree/"  
[X Link](https://x.com/CJ0pp3l/status/1615963989527363584)  2023-01-19T06:46Z 13.8K followers, [--] engagements


"#2 for Vela today. Constellation Software (Vela - Vela Asia Pacific) acquires NDFS $CSU $CSU.TO $CNSWF [----] counter: [--] https://velasoftwaregroup.com.au/index.php/2023/01/19/vela-software-group-acquires-ndfs/938/ https://velasoftwaregroup.com.au/index.php/2023/01/19/vela-software-group-acquires-ndfs/938/"  
[X Link](https://x.com/CJ0pp3l/status/1616028915885277184)  2023-01-19T11:04Z 13.8K followers, [----] engagements


"Birchcliff $BIR ✌🏻 Birchcliff Energy (TSX: BIR) - new Financial forecasts RBC Another CDN gassy name with monster divy (annualized $0.80/share (yield of 9%)) So many great CND names if not shaking out with weak pricing currently - $bir.to #com #energy #divtwit https://t.co/umsfv1CB6A Birchcliff Energy (TSX: BIR) - new Financial forecasts RBC Another CDN gassy name with monster divy (annualized $0.80/share (yield of 9%)) So many great CND names if not shaking out with weak pricing currently - $bir.to #com #energy #divtwit https://t.co/umsfv1CB6A"  
[X Link](https://x.com/CJ0pp3l/status/1616059301294145541)  2023-01-19T13:05Z 11.6K followers, [----] engagements


"Had a belated look at the JPM presentation. PPD acquisition doing very nicely. $TMO https://ir.thermofisher.com/investors/news-events/events/default.aspx https://ir.thermofisher.com/investors/news-events/events/default.aspx"  
[X Link](https://x.com/CJ0pp3l/status/1617712761001373696)  2023-01-24T02:35Z 11.6K followers, [----] engagements


"Interest rate increases put on ice 🍁"  
[X Link](https://x.com/CJ0pp3l/status/1618512053274300417)  2023-01-26T07:31Z 11.6K followers, [----] engagements


"Constellation Software (Volaris - Vencora) acquires Quarzo Technologia About [--] employees. $CSU $CSU.TO $CNSWF [----] counter: [--] https://explore.volarisgroup.com/press-room/vencora-expands-banking-portfolio-with-acquisition-of-quarzo-tecnolog%C3%ADa https://explore.volarisgroup.com/press-room/vencora-expands-banking-portfolio-with-acquisition-of-quarzo-tecnolog%C3%ADa"  
[X Link](https://x.com/CJ0pp3l/status/1618755895416229889)  2023-01-26T23:40Z 13.8K followers, [----] engagements


"FWIW $CNSWF"  
[X Link](https://x.com/CJ0pp3l/status/1618794987373858817)  2023-01-27T02:16Z 13.8K followers, [----] engagements


"Topicus acquires Prima Solutions 🀩 Approx [---] employees. $TOI.V $TOITF $CSU [----] counter: [--] https://www.totalspecificsolutions.com/insightsnid=118 https://www.totalspecificsolutions.com/insightsnid=118"  
[X Link](https://x.com/CJ0pp3l/status/1618932833107714049)  2023-01-27T11:24Z 14.1K followers, 11.7K engagements


"Holdings by market cap - excluded $TMO & $MSFT as big boys distorted the scale excessively. US dollars"  
[X Link](https://x.com/CJ0pp3l/status/1619238315726872577)  2023-01-28T07:37Z 11.6K followers, 11.3K engagements


"$0 salary for team lead & no SBC for any of them #alignment // $CSU // h/t @Miser191"  
[X Link](https://x.com/CJ0pp3l/status/1619653433975504897)  2023-01-29T11:07Z 11.6K followers, 29.9K engagements


"Constellation Software (Vela) acquires Infomill Approx [--] employees. [----] counter: [--] $CSU $CSU.TO $CNSWF https://velasoftwaregroup.com/vela-industries-group-acquires-infomill-experts-in-field-service-technical-content-delivery/ https://velasoftwaregroup.com/vela-industries-group-acquires-infomill-experts-in-field-service-technical-content-delivery/"  
[X Link](https://x.com/CJ0pp3l/status/1620213725881049090)  2023-01-31T00:13Z 13.8K followers, [----] engagements


"Is there anything really good here besides $XPEL Honest question don't know. And pls don't say $RICK"  
[X Link](https://x.com/CJ0pp3l/status/1620424899297959937)  2023-01-31T14:12Z 12.2K followers, 32.9K engagements


"Volume +41% @ $GM - - - $XPEL πŸ“ˆ"  
[X Link](https://x.com/CJ0pp3l/status/1620430875287756800)  2023-01-31T14:36Z 11.6K followers, [----] engagements


"Constellation Software (Vela - Vela Asia Pacific) acquires EDiStech Ltd About [--] employees [----] counter: [--] $CSU $CSU.TO $CNSWF https://velasoftwaregroup.com.au/index.php/2023/02/01/vela-software-group-acquires-edistech/970/ https://velasoftwaregroup.com.au/index.php/2023/02/01/vela-software-group-acquires-edistech/970/"  
[X Link](https://x.com/CJ0pp3l/status/1620603336847429632)  2023-02-01T02:01Z 13.8K followers, [----] engagements


"$TMO with amazing numbers πŸ’ͺ🏻πŸ’ͺ🏻 $TMO Thermo Fisher Scientific Q4 [--] Earnings: -Adj EPS: $5.40 (exp $5.17) -Revenue: $11.45B (exp $10.40B) -Organic Revenue: -3% (exp -12%) -Sees [----] revenue $45.3B (exp $43.75B) $TMO Thermo Fisher Scientific Q4 [--] Earnings: -Adj EPS: $5.40 (exp $5.17) -Revenue: $11.45B (exp $10.40B) -Organic Revenue: -3% (exp -12%) -Sees [----] revenue $45.3B (exp $43.75B)"  
[X Link](https://x.com/CJ0pp3l/status/1620740402109353985)  2023-02-01T11:06Z 11.6K followers, [----] engagements


"$TMO powerhouse Thermo Fisher Scientific with a double beat. CEO: "We had another exceptional year exceeding our goals and delivering for all of our stakeholders in 2022.We are incredibly well positioned as we enter 2023" $TMO +0.3% PM https://t.co/mSNXr9HaNX Thermo Fisher Scientific with a double beat. CEO: "We had another exceptional year exceeding our goals and delivering for all of our stakeholders in 2022.We are incredibly well positioned as we enter 2023" $TMO +0.3% PM https://t.co/mSNXr9HaNX"  
[X Link](https://x.com/CJ0pp3l/status/1620751123417268226)  2023-02-01T11:49Z 11.6K followers, [----] engagements


"$TMO FY [----] lapping very demanding comps image h/t @GuyIncome"  
[X Link](https://x.com/CJ0pp3l/status/1620973696373633024)  2023-02-02T02:33Z 11.5K followers, [----] engagements


"My lands can't stop Datamine. Absolute unit πŸ”₯πŸ”₯ Constellation Software (Vela - Datamine) acquires Nexo CS Approx [--] employees. [----] counter: [--] $CSU $CSU.TO $CNSWF https://www.dataminesoftware.com/datamine-expands-their-esg-portfolio-taking-brazilian-software-company-global/ https://www.dataminesoftware.com/datamine-expands-their-esg-portfolio-taking-brazilian-software-company-global/"  
[X Link](https://x.com/CJ0pp3l/status/1622808247408406529)  2023-02-07T04:03Z 13.8K followers, [--] engagements


"Also $ZBRA $PTSI"  
[X Link](https://x.com/CJ0pp3l/status/1622815855187984385)  2023-02-07T04:33Z 11.6K followers, [----] engagements


"Constellation Software (Jonas) acquires Seiki Systems Approx [--] employees. [----] counter: [--] $CSU $CSU.TO $CNSWF https://jonassoftware.com/jonas-acquires-seiki-systems https://jonassoftware.com/jonas-acquires-seiki-systems"  
[X Link](https://x.com/CJ0pp3l/status/1623851552992788480)  2023-02-10T01:09Z 13.8K followers, [----] engagements


"Constellation Software (Harris) acquires QuoteBurst Inc Approx [--] employees. [----] counter: [--] $CSU $CSU.TO $CNSWF https://www.harriscomputer.com/news/en/ma-resourcesquoteburstutm_campaign=2023-2-9%20QuoteBurst&utm_content=237677831&utm_medium=social&utm_source=linkedin&hss_channel=lcp-13524 https://www.harriscomputer.com/news/en/ma-resourcesquoteburstutm_campaign=2023-2-9%20QuoteBurst&utm_content=237677831&utm_medium=social&utm_source=linkedin&hss_channel=lcp-13524"  
[X Link](https://x.com/CJ0pp3l/status/1623869393460695042)  2023-02-10T02:20Z 13.8K followers, [----] engagements


"Very solid management incentive metrics at $EQB $EQB.TO - ROE - diluted EPS - CET1 h/t @ShaneCompound24 for highlighting"  
[X Link](https://x.com/CJ0pp3l/status/1624614420088492033)  2023-02-12T03:40Z 11.6K followers, 19.6K engagements


"Celltrio + $TMO software & distribution πŸ˜›πŸ€© https://roboticsandautomationnews.com/2023/02/06/thermo-fisher-scientific-partners-with-celltrio-to-build-fully-automated-cell-culture-system/59959/ https://roboticsandautomationnews.com/2023/02/06/thermo-fisher-scientific-partners-with-celltrio-to-build-fully-automated-cell-culture-system/59959/"  
[X Link](https://x.com/CJ0pp3l/status/1625747121084465154)  2023-02-15T06:41Z 11.6K followers, [----] engagements


"Solid Q from $EQB as they digest the Concentra acquisition"  
[X Link](https://x.com/CJ0pp3l/status/1626402479473856513)  2023-02-17T02:05Z 11.6K followers, [----] engagements


"Still a small part of the biz but growth is eye watering $EQB h/t Off His Game on S.A"  
[X Link](https://x.com/CJ0pp3l/status/1627507518686765056)  2023-02-20T03:16Z 11.6K followers, [----] engagements


"$ZBRA - still mulling over this one"  
[X Link](https://x.com/CJ0pp3l/status/1628290805046853632)  2023-02-22T07:09Z 12.8K followers, [----] engagements


"Couple portcos reporting this week as usual looking forward to updates from great businesses Tuesday: XPEL $XPEL 🌞 Wednesday: National Bank $NA.TO 🏦"  
[X Link](https://x.com/CJ0pp3l/status/1629646757486555137)  2023-02-26T00:57Z 13.6K followers, [----] engagements


"Asian economic growth/forecast. I have direct exposure to Cambodia through National Bank $NA $NTIOF"  
[X Link](https://x.com/CJ0pp3l/status/1629697311579467776)  2023-02-26T04:18Z 13.8K followers, [----] engagements


"National Bank reports Wednesday $NA.TO $NTIOF National Bank's risk-adjusted margin should outperform because of its concentration in Quebec which tends to have lower credit losses. Royal Bank's risk-adjusted margin should outperform because of lower deposit betas which will drive net interest margin expansion. 3/3 National Bank's risk-adjusted margin should outperform because of its concentration in Quebec which tends to have lower credit losses. Royal Bank's risk-adjusted margin should outperform because of lower deposit betas which will drive net interest margin expansion. 3/3"  
[X Link](https://x.com/CJ0pp3l/status/1630470258753687553)  2023-02-28T07:29Z 13.8K followers, [----] engagements


"Sometimes-CAD-bank-cynic D'Souza liking $NA.TO Earnings on deck Nigel D'Souza our Senior Analyst of Financial Services joined @BNNBloomberg 's @amberkanwar to preview Canadian bank earnings for Q1-23. Nigel talked about his ratings on the #banks in an environment where interest rates are 'higher for longer.' 1/3 https://t.co/sxN5XujENk Nigel D'Souza our Senior Analyst of Financial Services joined @BNNBloomberg 's @amberkanwar to preview Canadian bank earnings for Q1-23. Nigel talked about his ratings on the #banks in an environment where interest rates are 'higher for longer.' 1/3"  
[X Link](https://x.com/CJ0pp3l/status/1630488568232808448)  2023-02-28T08:42Z 13.6K followers, [----] engagements


"@MoS_Investing Sometimes when you take a hit it feels better to not take the full position on the chin. This is the emotional side of investing. I'm not yet ice cold"  
[X Link](https://x.com/CJ0pp3l/status/1630750293406384131)  2023-03-01T02:02Z 11.6K followers, [----] engagements


"Constellation Software (Volaris) acquires Wennsoft. New vertical πŸ‘ [----] counter: [--] $CSU $CNSWF https://explore.volarisgroup.com/press-room/volaris-group-acquires-wennsoft https://explore.volarisgroup.com/press-room/volaris-group-acquires-wennsoft"  
[X Link](https://x.com/CJ0pp3l/status/1630926097285275649)  2023-03-01T13:40Z 13.8K followers, [----] engagements


"Yep hit intraday ATH on big volume after the quarterly report $NA.TO National seems to be the chicken dinner winner of the Canadian Banks -wealth management and its financial markets business doing great. Loan growth has stalled for all banks -which makes sense - who's borrowing at these rates $NA.TO National seems to be the chicken dinner winner of the Canadian Banks -wealth management and its financial markets business doing great. Loan growth has stalled for all banks -which makes sense - who's borrowing at these rates $NA.TO"  
[X Link](https://x.com/CJ0pp3l/status/1631155317978583041)  2023-03-02T04:51Z 13.6K followers, [----] engagements


"19% of overall net income growth for National Bank came from little dynamo ABA Bank over L3Y - impressed $NA.TO $NTIOF"  
[X Link](https://x.com/CJ0pp3l/status/1631168291183153152)  2023-03-02T05:43Z 13.8K followers, [----] engagements


"B-52 re-engine program coming along nicely $RR $BA B-52 will outlast all of us πŸ˜†"  
[X Link](https://x.com/CJ0pp3l/status/1631186601509535745)  2023-03-02T06:56Z 11.6K followers, [----] engagements


"Anyone have Montney capex data recent and/or projected Many thanks. $CNQ $ARX $BIR $TOU $PIPE"  
[X Link](https://x.com/CJ0pp3l/status/1631969736484614144)  2023-03-04T10:48Z 11.6K followers, [----] engagements


"Takes more guts to update a note/PT before earnings vs after imo. Cameron Doerksen with a piece on BRP Inc first page here. I'm long. $DOO"  
[X Link](https://x.com/CJ0pp3l/status/1632588610531901442)  2023-03-06T03:47Z 12.6K followers, [----] engagements


"Constellation Software (Harris) acquires Cible Petite Enfance Inc.  [----] tracker: [--] $CSU $CNSWF https://www.harriscomputer.com/news/en/ma-resourcescibleutm_campaign=2023-2-28%20Cible&utm_content=240456619&utm_medium=social&utm_source=linkedin&hss_channel=lcp-13524 https://www.harriscomputer.com/news/en/ma-resourcescibleutm_campaign=2023-2-28%20Cible&utm_content=240456619&utm_medium=social&utm_source=linkedin&hss_channel=lcp-13524"  
[X Link](https://x.com/CJ0pp3l/status/1632873625966764033)  2023-03-06T22:39Z 13.8K followers, [----] engagements


"Topicus onboarded & then off-boarded a bunch of flaky investors in [----]. Made for an exciting yr but it's probably for the best that they left. Shares still +44% since spin (L2Y) $TOI.V $TOITF"  
[X Link](https://x.com/CJ0pp3l/status/1633004916389347329)  2023-03-07T07:21Z 14.1K followers, [----] engagements


"Carve out o'clock Constellation Software acquires Empower loan origination software biz from $BKI / $ICE  [----] tracker: [--] $CSU $CNSWF https://ir.theice.com/press/news-details/2023/Black-Knight-and-Intercontinental-Exchange-Announce-Agreement-to-Sell-Black-Knights-Empower-LOS-Business-to-Constellation-Software-Inc.-and-Revised-Terms-of-Merger-Agreement/default.aspx https://ir.theice.com/press/news-details/2023/Black-Knight-and-Intercontinental-Exchange-Announce-Agreement-to-Sell-Black-Knights-Empower-LOS-Business-to-Constellation-Software-Inc.-and-Revised-Terms-of-Merger-Agreement/default.aspx"  
[X Link](https://x.com/CJ0pp3l/status/1633109426914689025)  2023-03-07T14:16Z 13.8K followers, [----] engagements


"Interesting thoughts on Empower $CSU $CNSWF RBC: Estimate $CSU paid $190M for Empower. half with debt at 1.1x EV/S and exceeding hurdle rates https://t.co/PUETIkIeat RBC: Estimate $CSU paid $190M for Empower. half with debt at 1.1x EV/S and exceeding hurdle rates https://t.co/PUETIkIeat"  
[X Link](https://x.com/CJ0pp3l/status/1633293137132265472)  2023-03-08T02:26Z 13.8K followers, [----] engagements


"My shopping watchlist for this week Equitable Group $EQB Terravest Industries $TVK Aritzia $ATZ"  
[X Link](https://x.com/CJ0pp3l/status/1635547913404424192)  2023-03-14T07:46Z 11.6K followers, 12.1K engagements


"Management guiding 25% dividend growth per annum going forward"  
[X Link](https://x.com/CJ0pp3l/status/1635585071649558529)  2023-03-14T10:14Z 11.6K followers, 13.6K engagements


"$TMO $DHR $RGEN $AVTR tailwinds. Long $TMO While Cowen likes the current ( $TMO + analytical tools) trade JEF getting stoked about bioprocessing https://t.co/hNCtpZus79 While Cowen likes the current ( $TMO + analytical tools) trade JEF getting stoked about bioprocessing https://t.co/hNCtpZus79"  
[X Link](https://x.com/CJ0pp3l/status/1635861553672261633)  2023-03-15T04:32Z 11.6K followers, [----] engagements


"Wishing $TMO well in this fight and remember don't overpay πŸ™‚ Thermo Fisher Celltrion vie for Baxter's biopharma unit -sources https://t.co/KLMbWKdlws @asenjourno @davidcarnevali $BAX $TMO Thermo Fisher Celltrion vie for Baxter's biopharma unit -sources https://t.co/KLMbWKdlws @asenjourno @davidcarnevali $BAX $TMO"  
[X Link](https://x.com/CJ0pp3l/status/1638079727016763393)  2023-03-21T07:26Z 11.6K followers, [----] engagements


"Canadian banks. You have to decide for yourself whether to be fearful in [----] or not. As for me very long $EQB as well as $NA. Chart is about a month old EQB now 0.9x book 🧐"  
[X Link](https://x.com/CJ0pp3l/status/1638182137089376258)  2023-03-21T14:13Z 11.6K followers, [----] engagements


"You found a "mini CSU" Yes there are three of them $TOI $LMN $SGN"  
[X Link](https://x.com/CJ0pp3l/status/1641617952922542080)  2023-03-31T01:46Z 11.6K followers, 24.6K engagements


"$TMO UK revs"  
[X Link](https://x.com/CJ0pp3l/status/1643894215120949250)  2023-04-06T08:31Z 11.6K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@CJ0pp3l Avatar @CJ0pp3l C.J.

C.J. posts on X about $nato, $csuto, $csu, $toiv the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

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  • [--] Months [-------] -30%
  • [--] Year [---------] +2.60%

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Mentions Line Chart

  • [--] Week [--] -11%
  • [--] Month [--] -22%
  • [--] Months [---] -23%
  • [--] Year [---] +23%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +0.19%
  • [--] Month [------] +0.79%
  • [--] Months [------] +6.90%
  • [--] Year [------] +20%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks finance countries cryptocurrencies technology brands currencies automotive brands travel destinations luxury brands exchanges

Social topic influence $nato, $csuto #9, $csu, $toiv, $tmo, acquisition, $tvkto #1, $eqbto, constellation, $sgnwa

Top accounts mentioned or mentioned by @cj0pp3lsub @gerashchenkoen @nicoperjes @notmarkleonard @kairospraxis @bizalmanac @nocapcap @noelreports @jerrycap @tomgrlla @berkelkip @nextatv @thedividendguy @mosinvesting @visegrad24 @pythiar @fundasyinvestor @leolilja @deepvalueco @simeonresearch

Top assets mentioned Thermo Fisher Scientific Inc. (TMO) Microsoft Corp. (MSFT) Costco Hot Dog (COST) Equilibria Finance (EQB) N/A (N/A) BRP Inc. Common Subordinate Voting Shares (DOOO) Onewater Marine, Inc. (ONEW) Royal Bank of Canada (RY) Costco Wholesale Corporation (COST) Decentral Games ICE (ICE) Apple, Inc. (AAPL) Danaher Corporation (DHR) WISDOMTREE TR INTL DIVID EX FINANCIALS FUND (DOO) Novo-Nordisk (NVO) Zebra Technologies Corp. (ZBRA) The Toronto-Dominion Bank (TD)

Top Social Posts

Top posts by engagements in the last [--] hours

"@TheDividendGuy $NA.TO Fave CAD bank investmemt aside from small but mighty $EQB.TO. NA managed to shed loser international plays and doubled down on winners - ABA & Credigy. Can't wait to see how big the dividend increase is when the regulator finally allows them to unlock that excess capital"
X Link 2020-12-09T03:46Z 13.6K followers, [--] engagements

"@rhum01 Still $NA.TO and I'll add $EQB.TO"
X Link 2020-12-09T03:49Z 13.6K followers, [--] engagements

"@BarrySchwartzBW $NA.TO is my favorite of the big ones too. Can't argue with the returns for several years now"
X Link 2020-12-09T03:51Z 13.6K followers, [--] engagements

"@LeveragedLayman Haha haven't run into that personally but I do like the stock $NA.TO"
X Link 2020-12-12T17:54Z 13.6K followers, [--] engagements

"@RigsInvests Well done on starting your investing career earlier rather than later. Solid picks in particular I like $NA.TO and have a big chunk of it as a long term investmemt"
X Link 2020-12-13T00:37Z 13.6K followers, [--] engagements

"@Tawcan @myownadvisor @DvdndDiplomats @DividendGrowth @JonChevreau @TheDividendGuy @FrugalTrader @matlitalien @AllAboutTheDivi @67Dodge @HenryMah18 Nice work. Really like $NA.TO. For share price appreciation & the healthy dividend. [--] year share price: NA - +102% . CM - +33% BNS - +30% TD - +71% RY - +83% BMO - +60% NA is 7th biggest position here. πŸ‘ There's only one bank I like better ( a small one) πŸ™‚"
X Link 2021-01-11T22:59Z 13.6K followers, [--] engagements

"Smallest Canadian Big Bank also the performer of the group. πŸ’ͺ More in store from National Bank [--] year share price delta: $NA.TO - +104% . $CM.TO - +33% $BNS.TO - +31% $TD.TO - +51% $RY.TO - +62% $BMO.TO - +40% See also as - $NTIOF $CM $BNS $TD $RY $BMO"
X Link 2021-01-12T18:17Z 13.6K followers, [--] engagements

"@spbrunner The proof is in the pudding. Looking at the last [--] years in total performance including dividends blows away the other [--] major Canadian Banks. No signs of slowing down; this is the one to have of the "Big Six" IMO. πŸ‘ $NTIOF $NA.TO"
X Link 2021-01-19T19:07Z 13.6K followers, [--] engagements

"@CanadianDivide2 @Sascha86362472 I agree with you on the CSU pick Cad Divvy - extremely resilient. πŸ’ͺ"
X Link 2021-02-07T17:09Z 12K followers, [--] engagements

"@CanadianDivide2 @Sascha86362472 Got at least [--] winning CAD dividend names for you if interested to discuss ping me a DM"
X Link 2021-02-07T17:41Z 12K followers, [--] engagements

"@garquake This was a monster quarter. Ultra long on $NA.TO / $NTIOF"
X Link 2021-02-24T16:41Z 13.6K followers, [--] engagements

"Huge quarter from $NA.TO πŸ”₯ Best of the big banks in Canada IMO. Outperformance is consistent. $NTIOF $NA πŸ‘‡ $NTIOF $NTIFF $NBKCF - National Bank of Canada EPS beats by C$0.46 beats on revenue https://t.co/r8rm49mKmk $NTIOF $NTIFF $NBKCF - National Bank of Canada EPS beats by C$0.46 beats on revenue https://t.co/r8rm49mKmk"
X Link 2021-02-24T16:53Z 13.6K followers, [--] engagements

"@progolfanalytic Long $NA.TO πŸ“ˆ"
X Link 2021-02-25T17:04Z 13.6K followers, [--] engagements

"Yet another powerhouse quarter from National Bank. πŸ’°πŸ‘‡ $NA.TO $NTIOF $NTIOF - National Bank Of Canada: Strong NII Expansion Protects The Almost 4% Dividend Yield. https://t.co/ZEhiLw8EN6 #markets #finance #stocks $NTIOF - National Bank Of Canada: Strong NII Expansion Protects The Almost 4% Dividend Yield. https://t.co/ZEhiLw8EN6 #markets #finance #stocks"
X Link 2021-02-25T22:54Z 13.6K followers, [--] engagements

"Tech got you down πŸ‘‡ $NA.TO $NTIOF National Bank CEO Sees Full Pipeline of Deals Buoying Revenue via @YahooFinance http://finance.yahoo.com/news/national-bank-ceo-sees-full-211532964.htmlsoc_src=community&soc_trk=tw http://finance.yahoo.com/news/national-bank-ceo-sees-full-211532964.htmlsoc_src=community&soc_trk=tw"
X Link 2021-02-26T00:28Z 13.6K followers, [--] engagements

"@ErnestWongBWM @khurrum__ Ernest πŸ’―% agree on $NA.TO. Sizeable allocation here & their international side growing impressively as you know. Not a "big bank" but for growth hard to beat $EQB.TO. People used to question credit quality there but with πŸ”₯ results through covid mega stress test passed imo"
X Link 2021-03-02T00:01Z 13.6K followers, [--] engagements

"@BarrySchwartzBW Barry I am liking you more and more as the days go by. $CSU.TO. $NA.TO . $COST. Seems like you have good taste or something. 😁"
X Link 2021-03-04T01:51Z 13.6K followers, [--] engagements

"$NA.TO / $NTIOF One of the strongest names in the field Ultra long here. πŸ“ˆπŸ‘‡Thanks @garquake"
X Link 2021-03-10T17:42Z 13.6K followers, [--] engagements

"$TMO. Have a feeling Thermo Fisher will sell thousands of these to customer facing businesses. Real time monitoring in restaurants hotels Disneyland etc. πŸ‘‡ #ThermoFisher Scientific today announced the launch of its toaster-oven-sized #ThermoScientific AerosolSense Sampler which can help detect airborne #Pathogens including the virus that causes #COVID19. https://t.co/npl4DpZ9ot #Aerosol @thermosci @thermofisher @umassmemorial #ThermoFisher Scientific today announced the launch of its toaster-oven-sized #ThermoScientific AerosolSense Sampler which can help detect airborne #Pathogens including"
X Link 2021-03-24T21:44Z 11.6K followers, [--] engagements

"@latecycle_nick Long $NA.TO here"
X Link 2021-04-03T14:43Z 13.6K followers, [--] engagements

"πŸ‘‡Great $NVO thread. No position but fascinating history and looks like a bright future too. @TobyTheInvestor has a lot of great euro flavoured content and is a valuable source of insights into Scandinavian names. Consider following A story about the #1 largest Danish company #NOVONORDISK If you'd bought [--] share at the IPO in [----] at $17. .you'd have $36174 today + [--] shares of $NZYM worth $3271 That's +231929 % GAIN or annual 18% ex. all dividends paid from [----] Time for a little THREAD A story about the #1 largest Danish company #NOVONORDISK If you'd bought [--] share at the IPO in [----] at"
X Link 2021-04-19T00:18Z 11.6K followers, [--] engagements

"πŸ‘‡ National Bank sitting on a lot of excess capital. Should be quite the buyback/dividend bonanza when the banking regulator gives the sector the green light. Longer term loving the growth in international/wealth mgmt/capital markets. $NA $NA.TO $NTIOF"
X Link 2021-04-21T15:19Z 13.6K followers, [--] engagements

"@RobertGGill Ultra long here. World class mgmt world class performance. Have a stack of both C & T"
X Link 2021-04-26T16:35Z 13.8K followers, [--] engagements

"$TMO πŸ‘‰Those thinking about post-covid growth here's the bit where CEO Marc Casper nails it on the call: "a lot of what COVID will do is it will pay for the acquisitions and then you get an option on the upside for its application as you build out a menu over time.""
X Link 2021-05-02T04:08Z 11.6K followers, [--] engagements

"Equitable Group with the big full year guidance raise πŸ‘€πŸ”₯ Hope to do a Q/CC thread soon. $EQB $EQB.TO $EQGPF"
X Link 2021-05-05T13:52Z 13.5K followers, [--] engagements

"Equitable Group Q1 / CC thread πŸŸ‘πŸ’°πŸ”΄πŸ’°βš« $EQB $EQB.TO $EQGPF - Q1 came in hot & guidance for FY was significantly raised (see graphic) - especially eye-opening FY guide on EQ Bank deposits (+30-50%) wealth decumulation biz (+150-200%) & commercial finance (+20-25%) πŸ‘‰"
X Link 2021-05-09T18:07Z 13.5K followers, [--] engagements

"UBS - $COST is a buy PT bump to $430 from $395 πŸ“ˆ"
X Link 2021-05-24T16:38Z 11.6K followers, [--] engagements

"National Bank reports Friday - expecting strength across the board & eye- popping numbers from International Div - Credigy (US ) & ABA Bank (Cambodia ). πŸ’ͺπŸ’ͺ Very long this one. $NA $NA.TO"
X Link 2021-05-25T20:09Z 13.6K followers, [--] engagements

"@plantmath1 @JonahLupton Hey man just call it a currency and no rules apply ammirite"
X Link 2021-06-01T16:26Z 12.3K followers, [--] engagements

"Nice. Long $NA / $NA.TO πŸ“ˆ"
X Link 2021-06-02T19:13Z 13.6K followers, [--] engagements

"ThisπŸ‘‡ $COST $COST US comp up 16.7% ex gas&fx Two-year comp of 27.4% may be Costco's best ever (better than 24.9% last month) Some people call this comping the comp other people call it #winning And samples coming back in June plus an improved churro in the food court by July [--]. https://t.co/2y6eXxuaXK $COST US comp up 16.7% ex gas&fx Two-year comp of 27.4% may be Costco's best ever (better than 24.9% last month) Some people call this comping the comp other people call it #winning And samples coming back in June plus an improved churro in the food court by July [--]. https://t.co/2y6eXxuaXK"
X Link 2021-06-04T04:58Z 11.6K followers, [--] engagements

"$MSFT Gaming moves πŸ‘€ $MSFT integrating #cloud #gaming with TV manufacturers or w/stick is worth watching. Could be a trend setter https://t.co/E93jLof1Bc $MSFT integrating #cloud #gaming with TV manufacturers or w/stick is worth watching. Could be a trend setter https://t.co/E93jLof1Bc"
X Link 2021-06-10T16:58Z 11.6K followers, [--] engagements

"Grocery basket inflation is bullish for $COST membership numbers as the delta between a 12% vs 25% markup becomes more material to family budgets"
X Link 2021-06-17T00:56Z 11.6K followers, [--] engagements

"Credit Suisse sees 35% dividend increase incoming for capital flush National Bank πŸ‘€ $NA $NA.TO Canadian Banks Sizable dividend hikes approaching $bmo.to $bns.to $cm.to $na.to $ry.to $td.to https://t.co/zvbE9ZZFmf Canadian Banks Sizable dividend hikes approaching $bmo.to $bns.to $cm.to $na.to $ry.to $td.to https://t.co/zvbE9ZZFmf"
X Link 2021-06-24T02:54Z 13.6K followers, [--] engagements

"FinTwit: $TMO at $200B - yawn they do too many different things give me something I can do a short thread on without breaking a sweat. Future FinTwit: $TMO at [--] Trillion. Love this co always have πŸ˜‚ @NatHarooni @Keubiko @PythiaR"
X Link 2021-06-28T20:42Z 11.6K followers, [--] engagements

"$COST hits $400"
X Link 2021-07-02T16:20Z 11.6K followers, [--] engagements

"Contrarian view: The #JEDI contract news today is a net positive for $MSFT. 50% of the contract (a likely outcome) is a better net-net than fighting (sore losers) $AMZN in court for the next [--] years. * I do like AMZN actually"
X Link 2021-07-06T22:45Z 11.6K followers, [--] engagements

"@DividendProf $NA.TO - 18-20%"
X Link 2021-07-08T16:39Z 13.6K followers, [--] engagements

"I like the Azure trend here. Anyone have updated data into [----] $MSFT"
X Link 2021-07-13T19:56Z 11.6K followers, [--] engagements

"Any bold bullish/bearish predictions for $MSFT earnings on Tuesday Gold star if you nail something"
X Link 2021-07-24T01:34Z 11.6K followers, [--] engagements

"$MSFT bull thesis πŸ˜† Krispy Kreme is selling Xbox doughnuts https://t.co/YnWvoHsvEx https://t.co/q8syDMMfTZ Krispy Kreme is selling Xbox doughnuts https://t.co/YnWvoHsvEx https://t.co/q8syDMMfTZ"
X Link 2021-07-28T22:14Z 11.6K followers, [--] engagements

"Day [--] of my @IBKR account. Nice platform but mostly I'm jazzed that this opens up exchanges around the 🌏 to me. If planning on opening one yourself (this is cheesy but oh well) you might as well get up to $1000 in free IBKR shares by using this link: https://ibkr.com/referral/caleb692 https://ibkr.com/referral/caleb692"
X Link 2021-08-03T17:57Z 11.6K followers, [--] engagements

"$COST What a freight train. πŸ“ˆ"
X Link 2021-08-05T20:23Z 11.6K followers, [--] engagements

"Lotta eyes on most names with strong growth. Not Equitable Group. (Yet) I'm long $EQB.TO $EQGPF"
X Link 2021-08-09T21:01Z 13.5K followers, [--] engagements

"North American Construction Group mini-overview/Q2/why bullish H2/2022 🧡 $NOA $NOA.TO provider of mining/earthworks/heavy construction services oil sands roots increasingly diversified across commodities & heavy infrastructure excellent mgmt [--] yr SP CAGR 41% (+ div) πŸ‘€ πŸ‘‰"
X Link 2021-08-10T18:38Z 11.6K followers, [--] engagements

"Brining this one back. $MSFT πŸ˜— $MSFT is undervalued. https://t.co/5lNskBz8Wq $MSFT is undervalued. https://t.co/5lNskBz8Wq"
X Link 2021-08-19T23:00Z 11.6K followers, [--] engagements

"@monsieurdiv @TheDividendGuy Long $NA.TO 😁"
X Link 2021-08-23T17:26Z 13.6K followers, [--] engagements

"@BeaverDamCap Long $NA.TO πŸ™‚"
X Link 2021-08-23T17:29Z 13.6K followers, [--] engagements

"@NotAccredited @HarrisJustinp @Questrade I have a National Bank Direct Brokerage account and am also a $NA.TO investor. Happy camper πŸ™‚"
X Link 2021-08-24T05:04Z 13.6K followers, [--] engagements

"@TheMotleyFoolCA Pretty big for sure. Looking forward to it $NA.TO $EQB.TO"
X Link 2021-08-24T05:04Z 13.6K followers, [--] engagements

"@Avs291 @HeroDividend Nice. Solid stack of $NA.TO here. Looking forward to results tomorrow πŸ‘"
X Link 2021-08-25T04:19Z 13.6K followers, [--] engagements

"The good banks are evolving. Long $NA.TO. Canadian thoroughbred reporting tomorrow. https://ca.finance.yahoo.com/news/national-banks-direct-brokerage-division-170220111.html https://ca.finance.yahoo.com/news/national-banks-direct-brokerage-division-170220111.html"
X Link 2021-08-25T04:24Z 13.6K followers, [--] engagements

"$NA.TO National Bank of Canada acquires majority stake in financial data fintech Flinks. "The financial data layer of the internet". $103M https://prn.to/3DlCwx0 https://prn.to/3DlCwx0"
X Link 2021-08-26T15:00Z 13.6K followers, [--] engagements

"Interesting $TMO thread. This co has so many long run tailwinds I've lost track. Thoughts on biotech supply chain/Why @PythiaR should buy every $TMO dip Background: Have worked in large academic research labs since undergrad days (circa 2011). Recently moved and started work at a mega-cap pharmaceutical company. Thoughts on biotech supply chain/Why @PythiaR should buy every $TMO dip Background: Have worked in large academic research labs since undergrad days (circa 2011). Recently moved and started work at a mega-cap pharmaceutical company"
X Link 2021-08-26T16:47Z 11.6K followers, [--] engagements

"Canadians: Set up my family RESP with National Bank Direct Brokerage. Only full service brokerage with $0 trades. πŸ‘€ $NA.TO"
X Link 2021-08-27T17:28Z 13.6K followers, [--] engagements

"@BarrySchwartzBW Long $NA.TO Long $EQB.TO"
X Link 2021-08-27T21:36Z 13.6K followers, [--] engagements

"Alaris Equity Partners steadily chugging up the mountain post Cov-crash like the Lil Engine That Could. πŸ™‚πŸš‚ Dividend yield on cost for shares purchased at the low 17% now [--] months later btw πŸ˜† https://www.alarisequitypartners.com https://www.alarisequitypartners.com"
X Link 2021-08-28T03:49Z 11.6K followers, [--] engagements

"I'm told this is material. $MSFT Ready your grappling hook Halo Infinite is coming December [--] Pre-install now: https://t.co/byMT5nIgGG #XboxGC #OpeningNightLive https://t.co/oWvao1Rcys Ready your grappling hook Halo Infinite is coming December [--] Pre-install now: https://t.co/byMT5nIgGG #XboxGC #OpeningNightLive https://t.co/oWvao1Rcys"
X Link 2021-09-01T04:28Z 11.6K followers, [--] engagements

"@qcapital2020 Some nice YTD gains in my portfolio: $EQB.TO 51% $NOA.TO 45% $NA.TO 40% $CSU.TO 31%"
X Link 2021-09-01T14:44Z 13.6K followers, [--] engagements

"@StockTalk416 Man but my $NA.TO is up 40% YTD. Killin most of the growth bro names. πŸ˜‚ This isn't even a joke. πŸ˜‚"
X Link 2021-09-02T00:48Z 13.6K followers, [--] engagements

""BRP says it now expects its normalized earnings per share for the full year to be between $8.25 and $9.75 up from is earlier guidance for between $7.75 and $8.50." This is a huge raise. Just wait until supply chain no longer holding them back.πŸ‘€ $DOOO $DOO.TO"
X Link 2021-09-02T17:50Z 11.6K followers, [--] engagements

"Number of customers at @EQBank has increased 192% in the last [---] years. [------] end of last Q.πŸ”₯ $EQB.TO $EQGPF $EQB"
X Link 2021-09-12T22:35Z 13.5K followers, [--] engagements

"National Bank's International division has delivered a 43% net income CAGR over the last [--] yrs. πŸ’°πŸ’°πŸ’° ABA Bank in & Credigy in $NA $NA.TO Few"
X Link 2021-09-17T02:56Z 13.6K followers, [--] engagements

"$TMO today hello"
X Link 2021-09-17T22:00Z 11.6K followers, [--] engagements

"PSA - The Paradox duck down jacket at $COST is great. Matte finish not shiny thank you. Yes I started hitting the clothing section at Costco"
X Link 2021-10-03T20:09Z 11.6K followers, [--] engagements

"Finally found out who has been buying Topicus heavy. Invesco Canada - [-------] shares πŸ‹πŸ‘€ Epoch Investment Partners - [-----] shares Liontrust Investment Partners - [-----] shares $TOI $TOI.V $TOITF @qcapital2020"
X Link 2021-10-08T18:53Z 11.6K followers, [--] engagements

"$TMO Pharma and Biotech tailwinds 🌬🌬🌬"
X Link 2021-10-21T03:44Z 11.6K followers, [--] engagements

"I like how this guy looks after his $CAT. And the operator. $XPEL"
X Link 2021-10-26T17:53Z 11.6K followers, [--] engagements

"$TMO "raising its [----] revenue and earnings guidance. raising its revenue guidance by $1.2 billion to $37.1 billion. 15% revenue growth over 2020.Raising its adjusted EPS guidance by $1.30 to $23.37 20% growth year over year." πŸ‘€ Tough comps they said heh"
X Link 2021-10-27T17:16Z 11.6K followers, [--] engagements

"Chinese social media influencers posing in front of $COST's Shanghai warehouse to get those vibes/likes probably tells you all you need to know about Costco's potential there. Political rivalries aside most Chinese people admire the US and have a soft spot for the American dream"
X Link 2021-10-30T02:21Z 11.6K followers, [--] engagements

"@Pigeonomics @jgreco @dlauer @mittalbestex @marketfairness @ltabb @HideNotSlide Lol too harsh man. I am wheeling-barrowing piles of 🍁 green from examples like $DOO.TO $EQB.TO $NOA.TO $CTS.TO $NA.TO etc. Yeah and Constellation Software #1. 😁"
X Link 2021-10-30T16:52Z 13.6K followers, [--] engagements

"$ONEW moving higher. Still absurdly cheap if you ask me. Developing a more $POOL-esque flavor with increased focus on parts/accessories/services acquisitions"
X Link 2021-11-01T16:32Z 11.6K followers, [--] engagements

"$COST what a beast. Yes this is a photo of a jet powered tractor"
X Link 2021-11-12T18:21Z 11.6K followers, [--] engagements

"$RIVN and $LCID in the neighborhood of 5-10x overvalued caveat emptor"
X Link 2021-11-22T18:28Z 11.6K followers, [--] engagements

"Equitable Group raised to C$94 at Scotiabank. This one is a 🐎 Divvy increase well north of 25% imminent. $EQB $EQB.TO $EQGPF"
X Link 2021-11-24T01:02Z 13.5K followers, [--] engagements

"Looking forward to tomorrow - BRP Inc earnings $DOOO - National Bank earnings $NA.TO - Costco Nov sales numbers $COST"
X Link 2021-11-30T21:19Z 13.6K followers, [--] engagements

"$NA.TO cc - ABA Bank "we have very positive things to say about ABA especially the country.no lockdowns.borders reopened.no more quarantine for vaccinated travelers - very good news for the tourism sector. Manufacturing retail construction sectors.almost back to where πŸ‘‡"
X Link 2021-12-07T19:07Z 13.6K followers, [--] engagements

"$COST US footprint - current total warehouses (list) vs net new warehouses financial year 2017-2021 (chart). There are some shifts. California [---] Texas [--] Washinton [--] Florida [--] Illinois [--] New Jersey [--] New York [--] Arizona [--] Virginia [--] Michigan [--] Georgia [--] Colorado 14"
X Link 2021-12-18T18:17Z 11.6K followers, [--] engagements

"Morningstar has $MSFT as undervalued here. I agree actually. 🀠"
X Link 2021-12-31T03:56Z 11.6K followers, [--] engagements

"Cash Flow / share $TYL $ROP $CSU.TO 4/ CSU/ROP/TYL Cash Flow per share https://t.co/wvir6QxaX0 4/ CSU/ROP/TYL Cash Flow per share https://t.co/wvir6QxaX0"
X Link 2022-01-04T16:35Z 12.2K followers, [--] engagements

"$NFLX: "Go get em Bill.""
X Link 2022-01-27T00:39Z 11.6K followers, [--] engagements

"@Dynamicbrands Lol what are you actually saying though"
X Link 2022-02-07T03:06Z 13.5K followers, [--] engagements

"@ronmortgageguy @SteveF2022 @MAraucana @OPMWars @craighunter_ Can't have it all. $EQB total return better than big [--] over last [--] yrs and total loan losses as a % lower than big [--]. FWIW I also own $NA.TO"
X Link 2022-02-22T19:42Z 13.6K followers, [--] engagements

"Sounds like Ukrainian forces are winning some of the fights"
X Link 2022-02-24T20:19Z 11.6K followers, [--] engagements

"$COST beat πŸ‘"
X Link 2022-03-03T21:37Z 11.6K followers, [--] engagements

"Exactly. $COST $COST CFO Richard Galanti on yesterday's call: "Just keep driving more value and if we keep focusing on that nobody can catch us." $COST CFO Richard Galanti on yesterday's call: "Just keep driving more value and if we keep focusing on that nobody can catch us.""
X Link 2022-03-04T17:06Z 11.6K followers, [--] engagements

"Throw in some veg & feed a fam of [--] for $18 beaver bucks 🦫 $COST"
X Link 2022-03-13T22:34Z 11.6K followers, [--] engagements

"What's your favorite $500 million to $3 billion idea for a seven year timeframe"
X Link 2022-03-25T04:58Z 14.2K followers, [---] engagements

"@PulferLukas @ARITZIA Long"
X Link 2022-04-03T05:26Z 12.6K followers, [--] engagements

"Congrats Kiwis New Zealand getting its very first $COST this Aug Also new on this list: Verona WI Gimhae KO"
X Link 2022-04-09T01:33Z 11.6K followers, [--] engagements

"Donut is back. Complete port here"
X Link 2022-04-15T01:08Z 13.6K followers, [--] engagements

"$COST buybacks $COST https://t.co/TcAFTpa0Mq https://t.co/pWRBrzcOxO $COST https://t.co/TcAFTpa0Mq https://t.co/pWRBrzcOxO"
X Link 2022-04-17T19:47Z 11.6K followers, [--] engagements

"Holdings YTD Green pile 🍻 $PIPE.TO +24% $COST +1% Red pile 🌿 $NA.TO -3% $DOO.TO -8% $NOA.TO -8% $EQB.TO -9% $CSU.TO -13% $ATZ.TO -13% $TMO -16% $MSFT -19% $CTS.TO -22% $TOI.V -30% $XPEL -37% $ONEW -49%"
X Link 2022-04-23T16:36Z 13.6K followers, [--] engagements

"Burry vs Buffett interesting. $AAPL"
X Link 2022-05-16T18:50Z 14.9K followers, [---] engagements

"$TMO investor day deck [---] slides https://ir.thermofisher.com/investors/news-events/events/default.aspx https://ir.thermofisher.com/investors/news-events/events/default.aspx"
X Link 2022-05-19T03:02Z 11.6K followers, [--] engagements

"$DOOO reporting next Friday. 😎 Friendly reminder last [--] yrs it outperformed $ADBE $AMZN $GOOG & even my $COST"
X Link 2022-05-27T01:35Z 11.6K followers, [--] engagements

"Great Q from National Bank $NA.TO $NA Happy shareholder. https://financialpost.com/fp-finance/banking/national-bank-hikes-dividend-after-profit-climbs-11 https://financialpost.com/fp-finance/banking/national-bank-hikes-dividend-after-profit-climbs-11"
X Link 2022-05-27T21:44Z 13.6K followers, [--] engagements

"Ever heard of ABA Bank in Cambodia Just reported Q2 net income $88 million. Q2 [----] was $10 million. - 54.5% CAGR last [--] yrs πŸ˜— 100% owned by National Bank $NA.TO $NA"
X Link 2022-05-28T03:47Z 13.6K followers, [--] engagements

"@myprudentlife_ Yes I might"
X Link 2022-05-29T18:10Z 12K followers, [--] engagements

"@PascalVerret @CanDivStocks @TheDividendGuy $NA.TO is pick of the litter for me"
X Link 2022-05-30T02:47Z 13.6K followers, [--] engagements

"$COST PSA for Canadians - rare 20% off at over $1000 . yesterday & today only http://costco.ca http://costco.ca"
X Link 2022-05-30T03:00Z 11.6K followers, [--] engagements

"@Jk91185408 Maybe that. I might want in"
X Link 2022-05-30T20:30Z 14K followers, [--] engagements

"They are back. $COST"
X Link 2022-05-30T20:31Z 11.6K followers, [--] engagements

"@Jk91185408 Never underestimate leftist dogma πŸ˜‚"
X Link 2022-05-30T21:53Z 14K followers, [--] engagements

"@irbezek @uproarcapital Yes agree an example being ABA Bank in Cambodia.just happens to be 100% owned by National Bank $NA.TO"
X Link 2022-06-03T22:40Z 13.6K followers, [--] engagements

"Portfolio July [--] $CSU.TO $CNSWF $TMO $EQB.TO $XPEL $DOOO $COST $ONEW $TOI.V $MSFT $PIPE.TO $NA.TO $NOA $ATZ.TO Also [--] very small positions in $BIR.TO & $CJ.TO not shown"
X Link 2022-07-02T15:03Z 13.6K followers, [--] engagements

"Added to National Bank $NA.TO this morning Ever heard of ABA Bank in Cambodia Just reported Q2 net income $88 million. Q2 [----] was $10 million. - 54.5% CAGR last [--] yrs πŸ˜— 100% owned by National Bank $NA.TO $NA https://t.co/lQK46QjuBG Ever heard of ABA Bank in Cambodia Just reported Q2 net income $88 million. Q2 [----] was $10 million. - 54.5% CAGR last [--] yrs πŸ˜— 100% owned by National Bank $NA.TO $NA https://t.co/lQK46QjuBG"
X Link 2022-07-28T14:03Z 13.6K followers, [--] engagements

"Big portfolio month as started to put RE $ to work New: $SGN.WA Added: $CSU.TO $EQB.TO $DOO.TO $TOI.V $NA.TO $PIPE.TO $ATZ.TO $BIR.TO No Change: $TMO $XPEL $COST $ONEW $MSFT Trimmed: None Sold: $NOA.TO"
X Link 2022-07-30T00:23Z 13.6K followers, [--] engagements

"Nice to see portfolio cos as each other's customers - keep the $ in the circle βšͺ $EQB.TO cloud banking built on Azure $MSFT & partnering with Flinks $NA.TO to allow digital banking customers to securely share data with network of third-party fintech applications"
X Link 2022-08-09T03:30Z 13.6K followers, [--] engagements

"Portfolio market caps (USD) $MSFT $2.1 T $COST $237 B $TMO $227 B $CSU.TO $35 B $NA.TO $24 B $DOO.TO $5.8 B $TOI.V $5.2 B $ATZ.TO $3.6 B $XPEL $2.1 B $BIR.TO $1.9 B $EQB.TO $1.5 B $ONEW $593 million $PIPE.TO $588 million $SGN.WA $96 million"
X Link 2022-08-10T09:48Z 13.6K followers, [--] engagements

"@IFB_podcast Most don't seem to want to hear about $DOOO or $NA.TO"
X Link 2022-08-12T13:43Z 13.6K followers, [--] engagements

"@TheDividendGuy Get an account that doesn't charge fees on trading. (eg national bank direct brokerage)"
X Link 2022-08-18T13:22Z 13.6K followers, [--] engagements

"What is the most compelling investment in the HVAC space"
X Link 2022-08-22T03:28Z 14.2K followers, [--] engagements

"Looking forward to $NA on Wednesday $NA.TO $NTIOF"
X Link 2022-08-22T05:52Z 13.6K followers, [--] engagements

"National Bank beats on EPS by [--] cent yoooo Performance of core biz in pic below. And ROE 17.7% $NA.TO $NTIOF"
X Link 2022-08-24T13:06Z 13.6K followers, [--] engagements

"My favourite story at National Bank $NA.TO continues to be their ripper Cambodian bank ABA which is now 7% of total revenues from not much above zero a few years back. They added [------] clients in the last year πŸ‘€ One day this will be quarter of $NA's biz imo"
X Link 2022-08-24T13:13Z 13.6K followers, [--] engagements

"@PassiveCndIncom I have $NA.TO at a near identical 4.42% heh"
X Link 2022-08-25T10:58Z 13.6K followers, [--] engagements

"@wise_investor19 @findependencec1 @CanDivStocks @CanadianDivide2 @johnyboy1853 @myownadvisor @Tawcan @iLuv_2_Travel @Lovey1973 Of the [--] only $NA.TO"
X Link 2022-08-26T07:45Z 13.6K followers, [--] engagements

"Sept [--] portfolio 🍩 New: $TVK.TO Added: $CSU.TO $ONEW No Change: $XPEL $EQB.TO $SGN.WA $TMO $DOO.TO $PIPE.TO $TOI.V $COST $NA.TO $ATZ.TO $MSFT Trimmed: None Sold: None"
X Link 2022-09-01T04:34Z 13.6K followers, [---] engagements

"Not all European names are wilting. What's one of yours that is swimming against the flow"
X Link 2022-09-06T08:43Z 11.6K followers, [--] engagements

"Oct [--] portfolio 🍩πŸ”₯ New positions: Nil Added to: $TVK.TO $CSU.TO $EQB.TO $NA.TO $PIPE.TO No Change: $SGN.WA $XPEL $TMO $DOO.TO $ONEW $TOI.V $COST $ATZ.TO $BIR.TO $MSFT Trimmed: Nil Sold: Nil"
X Link 2022-10-01T01:01Z 13.6K followers, [--] engagements

"Equitable Bank obtains final approval to acquire Concentra bank πŸ‘πŸ» Will be Canada's 7th largest bank after National Bank. Has been outperforming the Big Six across the board $EQB.TO $NA.TO https://www.newswire.ca/news-releases/equitable-bank-obtains-minister-of-finance-approval-for-acquisition-of-concentra-bank-816978868.html https://www.newswire.ca/news-releases/equitable-bank-obtains-minister-of-finance-approval-for-acquisition-of-concentra-bank-816978868.html"
X Link 2022-10-03T06:43Z 13.6K followers, [--] engagements

"Should have bought $DHR the day I was born smh [--] cents a share"
X Link 2022-10-22T00:20Z 11.5K followers, [--] engagements

"πŸ‘€Just looking at countries in which $COST already has a presence consider that white space on the right hand side of the chart. 🀯"
X Link 2022-10-23T08:50Z 11.6K followers, [--] engagements

"Costco Mexico City Santa Fe is lush πŸ‘€ Opened Nov [----] $COST https://www.google.com/amp/s/www.archpaper.com/2022/10/new-costco-mexico-citys-santa-fe-district-sprawling-urban-park/%3famp=1 https://www.google.com/amp/s/www.archpaper.com/2022/10/new-costco-mexico-citys-santa-fe-district-sprawling-urban-park/%3famp=1"
X Link 2022-10-24T07:41Z 11.6K followers, [--] engagements

"Retail not easy but I've assembled a team $COST $ATZ $DOOO $ONEW"
X Link 2022-11-16T14:17Z 11.6K followers, [--] engagements

"Watchlist of "future $CSU's" - Lumine Group - FOG Software - Juniper Group - Modaxo - Datamine - Sygnity - Aquila - Carina - Acquire - Vesta Software - Vencora - Trapeze Group .I'm missing some here"
X Link 2022-11-20T13:46Z 14.9K followers, [---] engagements

"National Bank $NA.TO πŸ’š YTD. & the divvy πŸ‘πŸ» cc @TheDividendGuy"
X Link 2022-11-23T08:25Z 13.6K followers, [--] engagements

"Reflecting on $CSU's bigger buys what am I missing '13 - TSS [---] mil '20 - Topicus '21 - $FICO C&R biz US$93 mil '21 - Geosoftware US$95 mil (60/40 $TOI.V/Vela) '21 - Adapt IT US$65 mil '22 - Altera US$700 mil cc @LibertyRPF @willis_cap @viggy_krishnan @Einsteinstrasse"
X Link 2022-11-24T05:02Z 11.6K followers, [--] engagements

"Looking forward to Wednesday morning both BRP & National Bank reporting before market open 😊 $NA.TO $NTIOF $DOO.TO $DOOO"
X Link 2022-11-28T13:24Z 13.6K followers, [--] engagements

"@PieterTobback I don't follow Royal Bank or HSBC closely. No idea how rich the valuation is or isn't here. That said I see it as a confident move by $RY to deploy that kind of cash which I'll take as a positive for the sector (I own National Bank $NA.TO and Equitable Bank $EQB.TO)"
X Link 2022-11-29T13:05Z 13.6K followers, [--] engagements

"I'm going to be annoyed if $EQB.TO gets scooped up by a Big [--] for $90 a share here cc $HCG.TO $RY $HSBC"
X Link 2022-11-29T13:46Z 11.6K followers, [--] engagements

"Dec [--] '22 portfolio New positions: Nil Added to: Constellation Software $CSU.TO Equitable Bank $EQB.TO Terravest $TVK.TO No Change: $XPEL $SGN.WA $DOO.TO $TMO $NA.TO $ONEW $TOI.V $COST $ATZ.TO $BIR.TO $MSFT Trimmed: $PIPE.TO Sold: Nil"
X Link 2022-12-01T02:04Z 13.6K followers, [--] engagements

"Portfolio CEOs by age [--] Rycki $SGN.WA [--] Haw $TVK.TO [--] Pape $XPEL [--] Singleton $ONEW [--] Wong $ATZ.TO [--] Ferreira $NA.TO [--] van Poelji $TOI.V [--] Casper $TMO [--] Nadella $MSFT [--] Moor $EQB.TO [--] Boisjoli $DOOO [--] Tonken $BIR.TO [--] Wanklyn $PIPE [--] Leonard $CSU [--] Jelinek $COST"
X Link 2022-12-03T07:28Z 13.6K followers, [--] engagements

"Going to need a bunch of these $$$$ $TMO $AAPL JUST IN: Tim Cook says Apple $AAPL device chips production will be moved to United States. JUST IN: Tim Cook says Apple $AAPL device chips production will be moved to United States"
X Link 2022-12-07T03:57Z 11.6K followers, [--] engagements

"EQ Bank launches in Quebec πŸ‘πŸ» $EQB $EQB.TO $EQGPF https://prn.to/3UI1w9w https://prn.to/3UI1w9w"
X Link 2022-12-09T04:39Z 13.5K followers, [--] engagements

"@SirBaby6 In my port $EQB.TO $TVK.TO $DOOO $NA.TO $SGN.WA $ONEW"
X Link 2022-12-11T07:18Z 13.6K followers, [--] engagements

"@fundhunter_co National Bank $NA.TO Topicus $TOI.V Aritzia $ATZ.TO Equitable Group $EQB.TO BRP $DOO.TO Terravest $TVK.TO"
X Link 2022-12-16T02:18Z 13.6K followers, [----] engagements

"National champions I don't own. Can't win em all πŸ€” $ATD $BAM $TFII $CP $RY $CNQ "
X Link 2022-12-18T05:23Z 11.6K followers, 17.1K engagements

"Something special about the [----] vintage $COST warehouses 🧐"
X Link 2022-12-19T12:43Z 11.6K followers, [----] engagements

"Had some dividend $ accumulating in the accounts; added to $NA.TO & $TVK.TO today πŸ›’"
X Link 2022-12-20T00:59Z 13.6K followers, [----] engagements

"Sorry @Willis_Holdings no dice $TDG"
X Link 2022-12-28T09:12Z 11.6K followers, [----] engagements

"Ukraine has received about [-----] Starlink terminals to date. About half donated by Poland πŸ™ŒπŸ» $TSLA"
X Link 2022-12-30T13:38Z 11.6K followers, [----] engagements

"$EQB mgmt guiding 45% CAGR for wealth decumulation biz next [--] years πŸ’΅ https://eqbank.investorroom.com/investor-day https://eqbank.investorroom.com/investor-day"
X Link 2023-01-01T04:34Z 11.6K followers, [----] engagements

"@FreedomFinLB Own and have been adding $NA.TO"
X Link 2023-01-05T01:33Z 13.6K followers, [---] engagements

"@onepennypodcast $NA.TO and $EQB.TO"
X Link 2023-01-07T07:10Z 13.6K followers, [---] engagements

"Wondering again about $ZBRA"
X Link 2023-01-09T14:03Z 11.6K followers, [----] engagements

"EQ Bank card rollin' out. Biz growing strongly $EQB $MA"
X Link 2023-01-19T06:07Z 11.6K followers, [----] engagements

"Constellation Software (Vela) acquires Tietoevry's wood supply software business Approx [--] employees $CSU $CSU.TO $CNSWF [----] counter: [--] https://www.tietoevry.com/en/newsroom/all-news-and-releases/other-news/2023/01/tietoevry-has-signed-an-agreement-to-sell-its-wood-supply-software-business-to-vela-softwaree/ https://www.tietoevry.com/en/newsroom/all-news-and-releases/other-news/2023/01/tietoevry-has-signed-an-agreement-to-sell-its-wood-supply-software-business-to-vela-softwaree/"
X Link 2023-01-19T06:46Z 13.8K followers, [--] engagements

"#2 for Vela today. Constellation Software (Vela - Vela Asia Pacific) acquires NDFS $CSU $CSU.TO $CNSWF [----] counter: [--] https://velasoftwaregroup.com.au/index.php/2023/01/19/vela-software-group-acquires-ndfs/938/ https://velasoftwaregroup.com.au/index.php/2023/01/19/vela-software-group-acquires-ndfs/938/"
X Link 2023-01-19T11:04Z 13.8K followers, [----] engagements

"Birchcliff $BIR ✌🏻 Birchcliff Energy (TSX: BIR) - new Financial forecasts RBC Another CDN gassy name with monster divy (annualized $0.80/share (yield of 9%)) So many great CND names if not shaking out with weak pricing currently - $bir.to #com #energy #divtwit https://t.co/umsfv1CB6A Birchcliff Energy (TSX: BIR) - new Financial forecasts RBC Another CDN gassy name with monster divy (annualized $0.80/share (yield of 9%)) So many great CND names if not shaking out with weak pricing currently - $bir.to #com #energy #divtwit https://t.co/umsfv1CB6A"
X Link 2023-01-19T13:05Z 11.6K followers, [----] engagements

"Had a belated look at the JPM presentation. PPD acquisition doing very nicely. $TMO https://ir.thermofisher.com/investors/news-events/events/default.aspx https://ir.thermofisher.com/investors/news-events/events/default.aspx"
X Link 2023-01-24T02:35Z 11.6K followers, [----] engagements

"Interest rate increases put on ice 🍁"
X Link 2023-01-26T07:31Z 11.6K followers, [----] engagements

"Constellation Software (Volaris - Vencora) acquires Quarzo Technologia About [--] employees. $CSU $CSU.TO $CNSWF [----] counter: [--] https://explore.volarisgroup.com/press-room/vencora-expands-banking-portfolio-with-acquisition-of-quarzo-tecnolog%C3%ADa https://explore.volarisgroup.com/press-room/vencora-expands-banking-portfolio-with-acquisition-of-quarzo-tecnolog%C3%ADa"
X Link 2023-01-26T23:40Z 13.8K followers, [----] engagements

"FWIW $CNSWF"
X Link 2023-01-27T02:16Z 13.8K followers, [----] engagements

"Topicus acquires Prima Solutions 🀩 Approx [---] employees. $TOI.V $TOITF $CSU [----] counter: [--] https://www.totalspecificsolutions.com/insightsnid=118 https://www.totalspecificsolutions.com/insightsnid=118"
X Link 2023-01-27T11:24Z 14.1K followers, 11.7K engagements

"Holdings by market cap - excluded $TMO & $MSFT as big boys distorted the scale excessively. US dollars"
X Link 2023-01-28T07:37Z 11.6K followers, 11.3K engagements

"$0 salary for team lead & no SBC for any of them #alignment // $CSU // h/t @Miser191"
X Link 2023-01-29T11:07Z 11.6K followers, 29.9K engagements

"Constellation Software (Vela) acquires Infomill Approx [--] employees. [----] counter: [--] $CSU $CSU.TO $CNSWF https://velasoftwaregroup.com/vela-industries-group-acquires-infomill-experts-in-field-service-technical-content-delivery/ https://velasoftwaregroup.com/vela-industries-group-acquires-infomill-experts-in-field-service-technical-content-delivery/"
X Link 2023-01-31T00:13Z 13.8K followers, [----] engagements

"Is there anything really good here besides $XPEL Honest question don't know. And pls don't say $RICK"
X Link 2023-01-31T14:12Z 12.2K followers, 32.9K engagements

"Volume +41% @ $GM - - - $XPEL πŸ“ˆ"
X Link 2023-01-31T14:36Z 11.6K followers, [----] engagements

"Constellation Software (Vela - Vela Asia Pacific) acquires EDiStech Ltd About [--] employees [----] counter: [--] $CSU $CSU.TO $CNSWF https://velasoftwaregroup.com.au/index.php/2023/02/01/vela-software-group-acquires-edistech/970/ https://velasoftwaregroup.com.au/index.php/2023/02/01/vela-software-group-acquires-edistech/970/"
X Link 2023-02-01T02:01Z 13.8K followers, [----] engagements

"$TMO with amazing numbers πŸ’ͺ🏻πŸ’ͺ🏻 $TMO Thermo Fisher Scientific Q4 [--] Earnings: -Adj EPS: $5.40 (exp $5.17) -Revenue: $11.45B (exp $10.40B) -Organic Revenue: -3% (exp -12%) -Sees [----] revenue $45.3B (exp $43.75B) $TMO Thermo Fisher Scientific Q4 [--] Earnings: -Adj EPS: $5.40 (exp $5.17) -Revenue: $11.45B (exp $10.40B) -Organic Revenue: -3% (exp -12%) -Sees [----] revenue $45.3B (exp $43.75B)"
X Link 2023-02-01T11:06Z 11.6K followers, [----] engagements

"$TMO powerhouse Thermo Fisher Scientific with a double beat. CEO: "We had another exceptional year exceeding our goals and delivering for all of our stakeholders in 2022.We are incredibly well positioned as we enter 2023" $TMO +0.3% PM https://t.co/mSNXr9HaNX Thermo Fisher Scientific with a double beat. CEO: "We had another exceptional year exceeding our goals and delivering for all of our stakeholders in 2022.We are incredibly well positioned as we enter 2023" $TMO +0.3% PM https://t.co/mSNXr9HaNX"
X Link 2023-02-01T11:49Z 11.6K followers, [----] engagements

"$TMO FY [----] lapping very demanding comps image h/t @GuyIncome"
X Link 2023-02-02T02:33Z 11.5K followers, [----] engagements

"My lands can't stop Datamine. Absolute unit πŸ”₯πŸ”₯ Constellation Software (Vela - Datamine) acquires Nexo CS Approx [--] employees. [----] counter: [--] $CSU $CSU.TO $CNSWF https://www.dataminesoftware.com/datamine-expands-their-esg-portfolio-taking-brazilian-software-company-global/ https://www.dataminesoftware.com/datamine-expands-their-esg-portfolio-taking-brazilian-software-company-global/"
X Link 2023-02-07T04:03Z 13.8K followers, [--] engagements

"Also $ZBRA $PTSI"
X Link 2023-02-07T04:33Z 11.6K followers, [----] engagements

"Constellation Software (Jonas) acquires Seiki Systems Approx [--] employees. [----] counter: [--] $CSU $CSU.TO $CNSWF https://jonassoftware.com/jonas-acquires-seiki-systems https://jonassoftware.com/jonas-acquires-seiki-systems"
X Link 2023-02-10T01:09Z 13.8K followers, [----] engagements

"Constellation Software (Harris) acquires QuoteBurst Inc Approx [--] employees. [----] counter: [--] $CSU $CSU.TO $CNSWF https://www.harriscomputer.com/news/en/ma-resourcesquoteburstutm_campaign=2023-2-9%20QuoteBurst&utm_content=237677831&utm_medium=social&utm_source=linkedin&hss_channel=lcp-13524 https://www.harriscomputer.com/news/en/ma-resourcesquoteburstutm_campaign=2023-2-9%20QuoteBurst&utm_content=237677831&utm_medium=social&utm_source=linkedin&hss_channel=lcp-13524"
X Link 2023-02-10T02:20Z 13.8K followers, [----] engagements

"Very solid management incentive metrics at $EQB $EQB.TO - ROE - diluted EPS - CET1 h/t @ShaneCompound24 for highlighting"
X Link 2023-02-12T03:40Z 11.6K followers, 19.6K engagements

"Celltrio + $TMO software & distribution πŸ˜›πŸ€© https://roboticsandautomationnews.com/2023/02/06/thermo-fisher-scientific-partners-with-celltrio-to-build-fully-automated-cell-culture-system/59959/ https://roboticsandautomationnews.com/2023/02/06/thermo-fisher-scientific-partners-with-celltrio-to-build-fully-automated-cell-culture-system/59959/"
X Link 2023-02-15T06:41Z 11.6K followers, [----] engagements

"Solid Q from $EQB as they digest the Concentra acquisition"
X Link 2023-02-17T02:05Z 11.6K followers, [----] engagements

"Still a small part of the biz but growth is eye watering $EQB h/t Off His Game on S.A"
X Link 2023-02-20T03:16Z 11.6K followers, [----] engagements

"$ZBRA - still mulling over this one"
X Link 2023-02-22T07:09Z 12.8K followers, [----] engagements

"Couple portcos reporting this week as usual looking forward to updates from great businesses Tuesday: XPEL $XPEL 🌞 Wednesday: National Bank $NA.TO 🏦"
X Link 2023-02-26T00:57Z 13.6K followers, [----] engagements

"Asian economic growth/forecast. I have direct exposure to Cambodia through National Bank $NA $NTIOF"
X Link 2023-02-26T04:18Z 13.8K followers, [----] engagements

"National Bank reports Wednesday $NA.TO $NTIOF National Bank's risk-adjusted margin should outperform because of its concentration in Quebec which tends to have lower credit losses. Royal Bank's risk-adjusted margin should outperform because of lower deposit betas which will drive net interest margin expansion. 3/3 National Bank's risk-adjusted margin should outperform because of its concentration in Quebec which tends to have lower credit losses. Royal Bank's risk-adjusted margin should outperform because of lower deposit betas which will drive net interest margin expansion. 3/3"
X Link 2023-02-28T07:29Z 13.8K followers, [----] engagements

"Sometimes-CAD-bank-cynic D'Souza liking $NA.TO Earnings on deck Nigel D'Souza our Senior Analyst of Financial Services joined @BNNBloomberg 's @amberkanwar to preview Canadian bank earnings for Q1-23. Nigel talked about his ratings on the #banks in an environment where interest rates are 'higher for longer.' 1/3 https://t.co/sxN5XujENk Nigel D'Souza our Senior Analyst of Financial Services joined @BNNBloomberg 's @amberkanwar to preview Canadian bank earnings for Q1-23. Nigel talked about his ratings on the #banks in an environment where interest rates are 'higher for longer.' 1/3"
X Link 2023-02-28T08:42Z 13.6K followers, [----] engagements

"@MoS_Investing Sometimes when you take a hit it feels better to not take the full position on the chin. This is the emotional side of investing. I'm not yet ice cold"
X Link 2023-03-01T02:02Z 11.6K followers, [----] engagements

"Constellation Software (Volaris) acquires Wennsoft. New vertical πŸ‘ [----] counter: [--] $CSU $CNSWF https://explore.volarisgroup.com/press-room/volaris-group-acquires-wennsoft https://explore.volarisgroup.com/press-room/volaris-group-acquires-wennsoft"
X Link 2023-03-01T13:40Z 13.8K followers, [----] engagements

"Yep hit intraday ATH on big volume after the quarterly report $NA.TO National seems to be the chicken dinner winner of the Canadian Banks -wealth management and its financial markets business doing great. Loan growth has stalled for all banks -which makes sense - who's borrowing at these rates $NA.TO National seems to be the chicken dinner winner of the Canadian Banks -wealth management and its financial markets business doing great. Loan growth has stalled for all banks -which makes sense - who's borrowing at these rates $NA.TO"
X Link 2023-03-02T04:51Z 13.6K followers, [----] engagements

"19% of overall net income growth for National Bank came from little dynamo ABA Bank over L3Y - impressed $NA.TO $NTIOF"
X Link 2023-03-02T05:43Z 13.8K followers, [----] engagements

"B-52 re-engine program coming along nicely $RR $BA B-52 will outlast all of us πŸ˜†"
X Link 2023-03-02T06:56Z 11.6K followers, [----] engagements

"Anyone have Montney capex data recent and/or projected Many thanks. $CNQ $ARX $BIR $TOU $PIPE"
X Link 2023-03-04T10:48Z 11.6K followers, [----] engagements

"Takes more guts to update a note/PT before earnings vs after imo. Cameron Doerksen with a piece on BRP Inc first page here. I'm long. $DOO"
X Link 2023-03-06T03:47Z 12.6K followers, [----] engagements

"Constellation Software (Harris) acquires Cible Petite Enfance Inc. [----] tracker: [--] $CSU $CNSWF https://www.harriscomputer.com/news/en/ma-resourcescibleutm_campaign=2023-2-28%20Cible&utm_content=240456619&utm_medium=social&utm_source=linkedin&hss_channel=lcp-13524 https://www.harriscomputer.com/news/en/ma-resourcescibleutm_campaign=2023-2-28%20Cible&utm_content=240456619&utm_medium=social&utm_source=linkedin&hss_channel=lcp-13524"
X Link 2023-03-06T22:39Z 13.8K followers, [----] engagements

"Topicus onboarded & then off-boarded a bunch of flaky investors in [----]. Made for an exciting yr but it's probably for the best that they left. Shares still +44% since spin (L2Y) $TOI.V $TOITF"
X Link 2023-03-07T07:21Z 14.1K followers, [----] engagements

"Carve out o'clock Constellation Software acquires Empower loan origination software biz from $BKI / $ICE [----] tracker: [--] $CSU $CNSWF https://ir.theice.com/press/news-details/2023/Black-Knight-and-Intercontinental-Exchange-Announce-Agreement-to-Sell-Black-Knights-Empower-LOS-Business-to-Constellation-Software-Inc.-and-Revised-Terms-of-Merger-Agreement/default.aspx https://ir.theice.com/press/news-details/2023/Black-Knight-and-Intercontinental-Exchange-Announce-Agreement-to-Sell-Black-Knights-Empower-LOS-Business-to-Constellation-Software-Inc.-and-Revised-Terms-of-Merger-Agreement/default.aspx"
X Link 2023-03-07T14:16Z 13.8K followers, [----] engagements

"Interesting thoughts on Empower $CSU $CNSWF RBC: Estimate $CSU paid $190M for Empower. half with debt at 1.1x EV/S and exceeding hurdle rates https://t.co/PUETIkIeat RBC: Estimate $CSU paid $190M for Empower. half with debt at 1.1x EV/S and exceeding hurdle rates https://t.co/PUETIkIeat"
X Link 2023-03-08T02:26Z 13.8K followers, [----] engagements

"My shopping watchlist for this week Equitable Group $EQB Terravest Industries $TVK Aritzia $ATZ"
X Link 2023-03-14T07:46Z 11.6K followers, 12.1K engagements

"Management guiding 25% dividend growth per annum going forward"
X Link 2023-03-14T10:14Z 11.6K followers, 13.6K engagements

"$TMO $DHR $RGEN $AVTR tailwinds. Long $TMO While Cowen likes the current ( $TMO + analytical tools) trade JEF getting stoked about bioprocessing https://t.co/hNCtpZus79 While Cowen likes the current ( $TMO + analytical tools) trade JEF getting stoked about bioprocessing https://t.co/hNCtpZus79"
X Link 2023-03-15T04:32Z 11.6K followers, [----] engagements

"Wishing $TMO well in this fight and remember don't overpay πŸ™‚ Thermo Fisher Celltrion vie for Baxter's biopharma unit -sources https://t.co/KLMbWKdlws @asenjourno @davidcarnevali $BAX $TMO Thermo Fisher Celltrion vie for Baxter's biopharma unit -sources https://t.co/KLMbWKdlws @asenjourno @davidcarnevali $BAX $TMO"
X Link 2023-03-21T07:26Z 11.6K followers, [----] engagements

"Canadian banks. You have to decide for yourself whether to be fearful in [----] or not. As for me very long $EQB as well as $NA. Chart is about a month old EQB now 0.9x book 🧐"
X Link 2023-03-21T14:13Z 11.6K followers, [----] engagements

"You found a "mini CSU" Yes there are three of them $TOI $LMN $SGN"
X Link 2023-03-31T01:46Z 11.6K followers, 24.6K engagements

"$TMO UK revs"
X Link 2023-04-06T08:31Z 11.6K followers, [----] engagements

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@CJ0pp3l
/creator/twitter::CJ0pp3l