#  @DSteinmoeller DividendDave DividendDave posts on X about $wcp, $cnq, canada, $tpz the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1418738935187001348/interactions)  - [--] Week [-------] -89% - [--] Month [---------] +24,191% - [--] Months [---------] +26,560% - [--] Year [---------] +7,044% ### Mentions: [--] [#](/creator/twitter::1418738935187001348/posts_active)  - [--] Week [--] +77% - [--] Month [--] +64% - [--] Months [---] +111% - [--] Year [---] +37% ### Followers: [-----] [#](/creator/twitter::1418738935187001348/followers)  - [--] Week [-----] +0.14% - [--] Month [-----] +0.21% - [--] Months [-----] +4.50% - [--] Year [-----] +19% ### CreatorRank: undefined [#](/creator/twitter::1418738935187001348/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 21.9% [stocks](/list/stocks) 19.71% [countries](/list/countries) 13.14% [cryptocurrencies](/list/cryptocurrencies) 4.38% [travel destinations](/list/travel-destinations) 3.65% [social networks](/list/social-networks) 0.73% [technology brands](/list/technology-brands) 0.73% **Social topic influence** [$wcp](/topic/$wcp) #6, [$cnq](/topic/$cnq) 13.14%, [canada](/topic/canada) 8.76%, [$tpz](/topic/$tpz) 8.03%, [$tou](/topic/$tou) 7.3%, [$cve](/topic/$cve) 7.3%, [$arx](/topic/$arx) #9, [$nrgi](/topic/$nrgi) 5.11%, [$fru](/topic/$fru) 5.11%, [country](/topic/country) 5.11% **Top accounts mentioned or mentioned by** [@bubleqe](/creator/undefined) [@jenstilmanydots](/creator/undefined) [@nuggetcapital](/creator/undefined) [@shaletier7](/creator/undefined) [@razoroil](/creator/undefined) [@beegjj](/creator/undefined) [@kevinagraham](/creator/undefined) [@assettraveller](/creator/undefined) [@wtibull](/creator/undefined) [@zorzee](/creator/undefined) [@freedomprocess](/creator/undefined) [@trendbullish](/creator/undefined) [@tradeoilstocks](/creator/undefined) [@bradwall306](/creator/undefined) [@jimduffus](/creator/undefined) [@trevorrose](/creator/undefined) [@jleqc](/creator/undefined) [@volkomm](/creator/undefined) [@energyinvest0r](/creator/undefined) [@crudeoil231](/creator/undefined) **Top assets mentioned** [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Accelerant Holdings (ARX)](/topic/$arx) [Aethir (ATH)](/topic/$ath) [Veren Inc. (VRN)](/topic/$vrn) [Scroll (SCR)](/topic/$scr) [EQIFi (EQX)](/topic/$eqx) [Enbridge, Inc (ENB)](/topic/$enb) [CRESCENT POINT ENERGY CORP. (CPG)](/topic/$cpg) [PPL Corp (PPL)](/topic/$ppl) [Suncor Energy, Inc. (SU)](/topic/$su) [Imperial Oil Limited (IMO)](/topic/$imo) [AT&T Inc. (T)](/topic/$t) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [Ecopetrol S.A (EC)](/topic/$ec) [Rubycoin (RBY)](/topic/$rby) [Ivanhoe Electric Inc. (IE)](/topic/$ie) ### Top Social Posts Top posts by engagements in the last [--] hours "RT @VivianBercovici: Muslim lobby in decries the closing of Islamophobia Envoys office a boondoggle abused to promote divisive ident" [X Link](https://x.com/anyuser/status/2020986278981009594) 2026-02-09T22:20Z [----] followers, [--] engagements "Must read thread re Canadian natural gas market and outlook. https://t.co/EQlGsyUyvp https://t.co/EQlGsyUyvp" [X Link](https://x.com/DSteinmoeller/status/2013779875820196202) 2026-01-21T01:05Z [----] followers, [----] engagements "RT @CIJAinfo: [------] people in downtown Toronto calling for a better future for the people of Iran. No arrests. When protestors are peac" [X Link](https://x.com/anyuser/status/2018669213339328839) 2026-02-03T12:53Z [----] followers, [---] engagements "RT @jkenney: Nonsense. Broad public support for immigration depends on having a rules based system. That means not rewarding people who vi" [X Link](https://x.com/anyuser/status/2019837768722182188) 2026-02-06T18:17Z [----] followers, [---] engagements "@BubleQe $WCP currently has positive operational momentum $ARX unfortunately now in show me mode for a few quarters at least" [X Link](https://x.com/DSteinmoeller/status/2020678173864984981) 2026-02-09T01:56Z [----] followers, [---] engagements "Review $WCPs investor day presentation and note the positive operational trends across drilling efficiency type curves synergy realizations and the growth project pipeline. Theres a reason $WCP is now Receiving a modest premium to $ARX on the metrics you quote. Not a hater by the way have owned $ARX in size in the past but investing in this sector for the past [--] years or so has taught me asset performance and inventory quality really matters. $ARX legacy lands continues to Perform well and hence the strong financial results but the market discounting Attachie given ho-hum results makes" [X Link](https://x.com/DSteinmoeller/status/2020847963401077009) 2026-02-09T13:11Z [----] followers, [---] engagements "@BubleQe @AssetTraveller I expect one more monetization by $TOU $1-1.50 below current quote. Dip buy opportunity indeed" [X Link](https://x.com/DSteinmoeller/status/2021298000144838679) 2026-02-10T18:59Z [----] followers, [---] engagements "@BOEReport Would be great to see $TOU deploy the strategic buyback when the share price is especially weak. So far this has been a theoretical buyback only. Granted heavy capex years but plenty of balance sheet capacity to do both and sustain the dividend" [X Link](https://x.com/DSteinmoeller/status/1953073847797727342) 2025-08-06T12:41Z [----] followers, [---] engagements "early Q3 positioning update for those who are interested. Im running zero margin at the moment and primarily focused on owning high quality energy companies with deep reserves and excellent management. Have been adding to $CNQ of late and adjusted my natural gas exposure down. Trying to let my winners $WCP and $SDE run and hopeful my gold pick $EQX finally inflects after a painful year. I also rolled my base metal exposure out of $XBM and into $IVN and $LUN in Q2. Note: managed funds represent work retirement accounts. Feedback and questions welcome. Hesitant to post YTD returns as such" [X Link](https://x.com/DSteinmoeller/status/1953539235543478675) 2025-08-07T19:30Z [----] followers, [----] engagements "You can always reinvest part of your distribution to keep your investment size steady (or growing) with CC funds. Theres no free lunches unfortunately. A good way to look at this might be to review total Return of XEG vs ENCC over different time frames Last I looked it was pretty neutral (ie. you werent better off in the CC etf)" [X Link](https://x.com/DSteinmoeller/status/1953631950213652774) 2025-08-08T01:38Z [----] followers, [--] engagements "@BubleQe Im pretty much maxed at 16% port weight for $CNQ but definitely understand adding here. Youll be happy with those shares for years to come" [X Link](https://x.com/DSteinmoeller/status/1954994527040569651) 2025-08-11T19:53Z [----] followers, [---] engagements "@Rory_Johnston" [X Link](https://x.com/DSteinmoeller/status/1964105816585220467) 2025-09-05T23:18Z [----] followers, [---] engagements "@Rory_Johnston Going with 50% A and 50% B. Opec wont reverse their production ceiling hikes as theres no need to lower a ceiling - they can produce under the ceiling of course so now my brain is a pretzel" [X Link](https://x.com/DSteinmoeller/status/1978523362289647786) 2025-10-15T18:08Z [----] followers, [---] engagements "@garquake What are your favourites Ive added to $enb this past quarter" [X Link](https://x.com/DSteinmoeller/status/1479080777581215754) 2022-01-06T13:21Z [----] followers, [--] engagements "@ericnuttall @DigMedia After watching this segment I couldnt help but pick up some $NRGI units to go along with my $NNRG holdings. The income potential sounds incredible. Do yourselves a favour and tune in around the [--] minute mark id youre tight on time. I vote for the quarterly true up 😁 #com" [X Link](https://x.com/DSteinmoeller/status/1511841165036994561) 2022-04-06T22:59Z [----] followers, [--] engagements "$MEG is criminally undervalued and is given no credit for [--] declines / low Capex and 30-50 years of reserve life. Do some simplistic DCF modelling and see what I mean. 3-4 bagger if you credit them with flat FCF assumed for [--] years let alone [--] #com @timber001 @nyetjgoldblum" [X Link](https://x.com/DSteinmoeller/status/1525849082119475201) 2022-05-15T14:42Z [----] followers, [---] engagements "@tjungstr @flenflyysfreres @h_Zachariah_b @steffest7 @jim_duffus @Bubba16269851 @z_or_zee @ericnuttall I know @ds bought Ninepoints this way in the US. Adding him to the thread. I have $NNRG and $NRGI through my brokerage/NEO exchange in Canada and I am very happy with both my transaction and ownership experiences" [X Link](https://x.com/DSteinmoeller/status/1533481485134602240) 2022-06-05T16:10Z [----] followers, [--] engagements "@nyetjgoldblum @oilandgasrebel Sorry if I mumbled $CVE for pick [--] - top holding in both $NNRG and $NRGI as of end July is my guess" [X Link](https://x.com/DSteinmoeller/status/1557455530096050176) 2022-08-10T19:55Z [----] followers, [--] engagements "@WTIBull Added more $TOU a few $WCP calls and some $NRGI units. Hero or zero moves- TBD" [X Link](https://x.com/DSteinmoeller/status/1573355507993255936) 2022-09-23T16:55Z [----] followers, [--] engagements "@WTIBull Discussed further down the thread but I think you should have included potential takeover target in the opener as a positive catalyst. Ive got a biggish MEG position and will revisit my interim plan in January - agree with data points for both bull/ bear" [X Link](https://x.com/DSteinmoeller/status/1595806049751244800) 2022-11-24T15:46Z [----] followers, [--] engagements "@BeegJj Still in $NRGI If yes mind if we connect via DM Cheers" [X Link](https://x.com/DSteinmoeller/status/1606302604048224256) 2022-12-23T14:55Z [----] followers, [---] engagements "@BeegJj Replaced my $NRGI with Horizons $ENCC in my income accounts today. [--] equal weight holdings Including the big CAD producers for both oil and gas as well as the mid streamers. Covered call premium Lower MER higher distribution and no US Shale. Seemed like a good switch" [X Link](https://x.com/DSteinmoeller/status/1615106488812376064) 2023-01-16T21:59Z [----] followers, [---] engagements "The news $WCE holders have been waiting for #com https://ca.finance.yahoo.com/news/wescan-energy-announces-production-well-223500324.html https://ca.finance.yahoo.com/news/wescan-energy-announces-production-well-223500324.html" [X Link](https://x.com/DSteinmoeller/status/1616213756043837444) 2023-01-19T23:19Z [----] followers, 14.4K engagements "@WTIBull Me when I start seeing $AMC style Bagholder conspiracy theories in my #eft centric Twitter timeline" [X Link](https://x.com/DSteinmoeller/status/1649170945095999493) 2023-04-20T21:59Z [----] followers, [---] engagements "@BeegJj Good looking list sir - Im mostly in the same names plus $ROK.WT and for my income focused account I use $ENCC instead of $NRGI plus some $PBR.A and $EC - the juicy latam dividend payers are new for [--] h/T @calvinfroedge @ds" [X Link](https://x.com/DSteinmoeller/status/1662451689427726336) 2023-05-27T13:32Z [----] followers, [---] engagements "@jenstilmanydots Curious if you hold speculative juniors in your TFSA I had a pretty good 21/22 owning various energy names and managed to run it up quite a bit. I wanted to lower my chance of destroying my excess value vs the lifetime limit and switched into $ENCC for tax free income" [X Link](https://x.com/DSteinmoeller/status/1696672076256399400) 2023-08-29T23:52Z [----] followers, [---] engagements "@DerAchsenZeit Sorry to hear that. $ITE has truly been a dog. On the plus side at least its not $RZE" [X Link](https://x.com/DSteinmoeller/status/1719428180459520247) 2023-10-31T18:56Z [----] followers, [---] engagements "@BubleQe Solid list but Ill admit I did a double take - thought you said $PPR for a second there. 😂" [X Link](https://x.com/DSteinmoeller/status/1735120630339563855) 2023-12-14T02:12Z [----] followers, [---] engagements "2023 energy investing review and lessons learned for [----]. [--]. Quality names stabilize your portfolio - no surprise here but [----] chop reiterated this. $CNQ and $TOU remain portfolio anchors. [--]. Avoid shitcos - by not chasing down market torque I avoided significant pain. 1/4" [X Link](https://x.com/DSteinmoeller/status/1741492690418598220) 2023-12-31T16:13Z [----] followers, 28.4K engagements "@BeegJj Top picks $RBY $PNE $IE" [X Link](https://x.com/DSteinmoeller/status/1785281935108878341) 2024-04-30T12:15Z [----] followers, [---] engagements "@BubleQe Made $CVE my #4 holding earlier this year right behind $CNQ/ $TOU and $TPZ. The 3-5 year plan is compelling" [X Link](https://x.com/DSteinmoeller/status/1798909754561233203) 2024-06-07T02:48Z [----] followers, [---] engagements "@RazorOil Ill see what I can do - maybe as at June 30th I can run some metrics" [X Link](https://x.com/DSteinmoeller/status/1805401681816871406) 2024-06-25T00:44Z [----] followers, [---] engagements "@rockcreekfreak @NuggetCapital Excellent analysis- thanks for putting this together. Ive been an $IPCO fan for a while. Growing SAGD production dramatically while shrinking the share count meaningfully is a nice combination" [X Link](https://x.com/DSteinmoeller/status/1859217024368709688) 2024-11-20T12:47Z [----] followers, [---] engagements "2024 energy investing year in review and lessons learned. The good managed a reasonably decent up year despite weak commodity prices for much of the year. The less good $CPG/$VRN overweight cost me a lot of performance and requires a large tax loss sale over prior to YE 1/6" [X Link](https://x.com/DSteinmoeller/status/1872291037055754554) 2024-12-26T14:39Z [----] followers, [----] engagements "@RazorOil $Ipco for the greenfield SAGD and Lundin leadership and $VRN because I have major bags I need to pump 🫡" [X Link](https://x.com/DSteinmoeller/status/1872828582629917002) 2024-12-28T02:15Z [----] followers, [---] engagements "@RazorOil @emmpeethree @NotFreeCashFlow @BubleQe @jim_duffus @AssetTraveller @freedomprocess shared an article with me at one point that helped explain the nav workings for CC funds. Maybe he can send to you via DM or share the link. For disclosure we have some family exposure to $ENCC so not a hater of the fund or concept by any means. 🫡" [X Link](https://x.com/DSteinmoeller/status/1873066423721050601) 2024-12-28T18:00Z [----] followers, [---] engagements "@Josh_Young_1 $IPCO: relentless buyback low base decline rate greenfield SAGD growth and Lundin Management" [X Link](https://x.com/DSteinmoeller/status/1873225071738929550) 2024-12-29T04:30Z [----] followers, [----] engagements "@Westpine613 Ive been adding to $FRU here as well. Well covered dividend to boot" [X Link](https://x.com/DSteinmoeller/status/1881803423252975857) 2025-01-21T20:37Z [----] followers, [---] engagements "@jim_duffus @Westpine613 Combine with $PEY and $WCP and youve got a nice little monthly income stream with a good chance of capital gains as well. Prefer an income mix like this over $ENCC I think due to the cleaner distributions (no ROC) and upside" [X Link](https://x.com/DSteinmoeller/status/1881852671776489550) 2025-01-21T23:53Z [----] followers, [---] engagements "Purged a low conviction speculative name today - Proceeds into $TPZ and $ATH. Great results from $ARX after the bell yesterday as well. My $ARX position is now back to a 10% port weight and will be left alone while Terry and his team keep on delivering" [X Link](https://x.com/DSteinmoeller/status/1887887149069992243) 2025-02-07T15:32Z [----] followers, [---] engagements "Todays adds: $CNQ $VRN $ATH $TVE" [X Link](https://x.com/DSteinmoeller/status/1894409760071376964) 2025-02-25T15:30Z [----] followers, [---] engagements "@BubleQe @trend_bullish @CanadianNatural Added more $CNQ today as well along with Top-ups to $ARX and $PEY. Let $FRU go. I gave up some current yield for more dividend growth and capital gain potential. Cc @Kevin_AGraham" [X Link](https://x.com/DSteinmoeller/status/1894817762347827658) 2025-02-26T18:32Z [----] followers, [---] engagements "@BubleQe @CanadianNatural If you assume a 7-10% div bump In [----] Youre approaching a 6% YoC at todays share price for the best in the business $CNQ" [X Link](https://x.com/DSteinmoeller/status/1894822336433435103) 2025-02-26T18:50Z [----] followers, [---] engagements "@BubleQe Added to $SCR $CNQ $HWX and even (gulp) $CVE today 🫣" [X Link](https://x.com/DSteinmoeller/status/1896671348103229619) 2025-03-03T21:17Z [----] followers, [---] engagements "@BubleQe @TourmalineOil Added to $TOU today too along with $CNQ $TPZ and $ARX. Exited $ATH (quick loss unfortunately) and $SCR (quick gain) to fund. Im seeing less need to own SMIDS when the best of the best are discounted so badly while adding to reserves executing operationally and dividends" [X Link](https://x.com/DSteinmoeller/status/1897679219259265480) 2025-03-06T16:02Z [----] followers, [---] engagements "@BubleQe @Kevin_AGraham Disclosure I liquidated several mid size positions today including $CVE and $HWX +swapped my existing $VRN for $WCP. I try not trade so much but when a fat pitch is thrown its time to take a big swing. Incredible opportunity today to own a Montney juggernaut at a 9%+ yield" [X Link](https://x.com/DSteinmoeller/status/1899153974768644575) 2025-03-10T17:42Z [----] followers, [---] engagements "After going big on $WCP yesterday and recent adds to $CNQ $TOU $ARX and $TPZ this is my latest portfolio pie chart. Feeling good about the quality management teams Ive aligned with" [X Link](https://x.com/DSteinmoeller/status/1899529471595892858) 2025-03-11T18:34Z [----] followers, [----] engagements "Disclosure / took profits today on $IPCO and bought more $WCP" [X Link](https://x.com/DSteinmoeller/status/1900584316549185997) 2025-03-14T16:26Z [----] followers, [---] engagements "@BubleQe I Added significantly to $CNQ $WCP and $TPZ. Quality was indeed on sale" [X Link](https://x.com/DSteinmoeller/status/1912960701716677062) 2025-04-17T20:05Z [----] followers, [---] engagements "Latest portfolio. Took some profits on massive overweights in $CNQ and $WCP after loading up on the Liberation day rinsing. Trims to $PEY $TOU $EQX exited $TCW for now and have been building up my $SDE position. new risk off positions in $PPL and FCLC. Margin to 102% long" [X Link](https://x.com/DSteinmoeller/status/1927782174155014440) 2025-05-28T17:41Z [----] followers, [----] engagements "@Kevin_AGraham Great great thanks @Kevin_AGraham still Long $PEY as a core position" [X Link](https://x.com/DSteinmoeller/status/1931043166859170118) 2025-06-06T17:39Z [----] followers, [---] engagements "@SteveWps We dont need to make it back the same way we lost it - maybe time to cut bait and swap into a resource developer whos proving out a play rather than burning through their last years of inventory at $60 oil $LGN $SDE etc" [X Link](https://x.com/DSteinmoeller/status/1932399839125365115) 2025-06-10T11:29Z [----] followers, [---] engagements "@AssetTraveller Same- I took a little off $CNQ $WCP $PEY and a touch of $SDE. If oil and gas names keep ripping Im totally fine making a blood sacrifice for the greater good. 🙏" [X Link](https://x.com/DSteinmoeller/status/1935024313372955109) 2025-06-17T17:18Z [----] followers, [---] engagements "@NuggetCapital This is a fair observation. There are other energy names with much broader buying these days. The $WCP team loaded up post liberation day $FRU insiders have been buying consistently and in quantity as well to name a few. SEDI is a valuable tool" [X Link](https://x.com/DSteinmoeller/status/1942732035539521718) 2025-07-08T23:46Z [----] followers, [---] engagements "@ShaleTier7 RIP $WCP bulls" [X Link](https://x.com/DSteinmoeller/status/1948123008813408465) 2025-07-23T20:48Z [----] followers, [---] engagements "@NuggetCapital Theyll need to pay up for $SDE" [X Link](https://x.com/DSteinmoeller/status/1948130828086546941) 2025-07-23T21:19Z [----] followers, [---] engagements "@ManitobaCanuck @NuggetCapital @IBB_INVEST They probably should take a run at $SDE while its still cheap. Bulk up in the Duvernay and dump the EF for whatever they can get" [X Link](https://x.com/DSteinmoeller/status/1948197069069713659) 2025-07-24T01:42Z [----] followers, [---] engagements "Another excellent quarter from post merger $WCP. Operational momentum picking up across the combined asset base. My favourite part of the presser though was this quote we will continue to take a counter-cyclical approach to capital allocation including prioritizing share repurchases to enhance per share growth while placing less emphasis on expanding organic production in a lower pricing environment" [X Link](https://x.com/DSteinmoeller/status/1981137285371298229) 2025-10-22T23:15Z [----] followers, [----] engagements "Grant has publicly discussed his desire (and expectation) that the dividend yield will compress over time due to share price appreciation (ie. capital gains for investors). Income investors typically seek a reliable and growing dividend. Does Whitecap intend to grow the dividend over time" [X Link](https://x.com/DSteinmoeller/status/1984314843684364669) 2025-10-31T17:41Z [----] followers, [---] engagements "@trevor_rose_ CNQ style dividend growth would be ideal. 20+ years of increases 20% CAGR" [X Link](https://x.com/DSteinmoeller/status/1984316553341362204) 2025-10-31T17:48Z [----] followers, [---] engagements "@RealPeterLinder How can you possibly trust the management team They will in all likelihood find a way to burn shareholders yet again" [X Link](https://x.com/DSteinmoeller/status/1990603290942582901) 2025-11-18T02:09Z [----] followers, [---] engagements "@PSworldwide13 CVE not quite rolling 1M but Basically made this swap a month ago. Inflection in progress and adding MEG CL is icing on an already delicious cake" [X Link](https://x.com/DSteinmoeller/status/1991683547824890289) 2025-11-21T01:42Z [----] followers, [---] engagements "@BubleQe $TPZ is my 2nd largest holding. Royalties are still cheap despite the recent rally. David Szybunka covered them around [--] minutes in on a recent @inthemoneypod episode. Multiples are still too low For the quality of these businesses. https://open.spotify.com/episode/0cNSmEYHVGWAQjRVAAmwBasi=qPBiyc9lQ1uEwYcXKk5mVw&t=3290&ct=3166 https://open.spotify.com/episode/0cNSmEYHVGWAQjRVAAmwBasi=qPBiyc9lQ1uEwYcXKk5mVw&t=3290&ct=3166" [X Link](https://x.com/DSteinmoeller/status/1994756928627687896) 2025-11-29T13:14Z [----] followers, [---] engagements "@Sflecce Its time for more than thoughts and prayers from @fordnation. Take a stand end the hate marches prosecute anti-Semitism and protect our people. Enough is enough. If @TPSOperations and @oliviachow wont protect Torontos jewish community the province must intervene" [X Link](https://x.com/DSteinmoeller/status/2000402347261088198) 2025-12-15T03:07Z [----] followers, [--] engagements "@a4_alpha @JoshYoung my top [--] holdings as well. I also own $FRU and $TPZ - love the royalty business model" [X Link](https://x.com/DSteinmoeller/status/2001030986801537106) 2025-12-16T20:45Z [----] followers, [---] engagements "@RazorOil Bullish $CVE growth capex moderating and harvest time is coming. $SCR may take a run at $ATH" [X Link](https://x.com/DSteinmoeller/status/2001396730009424299) 2025-12-17T20:58Z [----] followers, [----] engagements "@jenstilmanydots Trade deal with the USA followed by strategic equity stake in $FWZ from one or both governments + accelerated development plan for Mactung. This trade deal will also pave the way for additional oil sands development and oil exports south. $CVE $SU $CNQ $IMO to benefit" [X Link](https://x.com/DSteinmoeller/status/2001788559741554958) 2025-12-18T22:55Z [----] followers, [---] engagements "@jenstilmanydots $EQX resolves Los Filos community issues in early [--] and unlocks 280k/ oz of additional future production" [X Link](https://x.com/DSteinmoeller/status/2001789215600713852) 2025-12-18T22:58Z [----] followers, [---] engagements "@jleqc @freedomprocess @trend_bullish @BeegJj @Volkomm_ @ShaleTier7 @jenstilmanydots @Kevin_AGraham @BubleQe @NuggetCapital @tradeoilstocks @EnergyInvest0r @CRUDEOIL231 @KramerKarma1 @RazorOil @z_or_zee @AlexSS94736924 @ysteve747 @z" [X Link](https://x.com/DSteinmoeller/status/2004998041124962754) 2025-12-27T19:29Z [----] followers, [---] engagements "@NuggetCapital Timing is critical - in the mid $30s CNQ was a clear buy - exited in the low-mid $40s and rolled the proceeds into $CVE which is inflecting and still deeply discounted vs peers in my opinion" [X Link](https://x.com/DSteinmoeller/status/2005023672713830523) 2025-12-27T21:11Z [----] followers, [---] engagements "@JoeBeattie11 @UnintendedCons5 People may want to check those oil sands producers out - sound like they could be reasonable long term investments $CVE $IMO $CNQ $SU" [X Link](https://x.com/DSteinmoeller/status/2005296730305438052) 2025-12-28T15:16Z [----] followers, [---] engagements "@BeegJj @jleqc @freedomprocess @trend_bullish @Volkomm_ @ShaleTier7 @jenstilmanydots @Kevin_AGraham @BubleQe @NuggetCapital @tradeoilstocks @EnergyInvest0r @CRUDEOIL231 @KramerKarma1 @RazorOil @z_or_zee @AlexSS94736924 @ysteve747 @z Happy new year @BeegJj - I agree with you that Cenovus is inflecting and is going to close the valuation gap with peers in [----]. Refining operations are improving massive capex heavy growth spend is tapering off and added a crown jewel asset as a fair price. En route to 1M BOE" [X Link](https://x.com/DSteinmoeller/status/2006358032608059479) 2025-12-31T13:33Z [----] followers, [---] engagements "@NuggetCapital Other $T insiders have been buying as well in December. Could be a classic tax loss selling buying opp or a value trap. I took a small position better on the former" [X Link](https://x.com/DSteinmoeller/status/2006362942871318905) 2025-12-31T13:52Z [----] followers, [---] engagements "@thebobbynugget @BeegJj @jleqc @freedomprocess @trend_bullish @Volkomm_ @ShaleTier7 @jenstilmanydots @Kevin_AGraham @BubleQe @NuggetCapital @tradeoilstocks @EnergyInvest0r @CRUDEOIL231 @KramerKarma1 @RazorOil @z_or_zee @AlexSS94736924 @z In the near term maybe but check back YE [--] and lets see how CVE performed" [X Link](https://x.com/DSteinmoeller/status/2006452158938706085) 2025-12-31T19:47Z [----] followers, [---] engagements "@BubleQe @DividendDuck Own some $CAR.UN in the DavePoint port as well. Didnt get it quite as cheap but still happy with my entry. NCIB and insider support as well which is nice to see" [X Link](https://x.com/DSteinmoeller/status/2008371479914631529) 2026-01-06T02:54Z [----] followers, [---] engagements "@trevor_rose_ Awesome work sir. I look forward to new episodes and Love the deep dive conversations. Congratulations on your success" [X Link](https://x.com/DSteinmoeller/status/2008677615532642788) 2026-01-06T23:10Z [----] followers, [--] engagements "@FoodProfessor Can you share data on how lower crude prices have reduced food costs for Canadians" [X Link](https://x.com/DSteinmoeller/status/2009628542448083186) 2026-01-09T14:09Z [----] followers, [----] engagements "@NuggetCapital @ncp Exited 3/4 of my REIT names after a quick 9-10% pop in just a few short weeks. Still holding CAR.UN but the rest reached my target price" [X Link](https://x.com/DSteinmoeller/status/2010907387922698363) 2026-01-13T02:50Z [----] followers, [---] engagements "@BubleQe Rolled some $FRU into more $TPZ yesterday" [X Link](https://x.com/DSteinmoeller/status/2012143200933466576) 2026-01-16T12:41Z [----] followers, [---] engagements "@RazorOil Bought my $ATH back today. Thanks for Your work highlighting the growth prospects in the name. Looks expensive at first glance less so upon further digging" [X Link](https://x.com/DSteinmoeller/status/2013771338926727449) 2026-01-21T00:31Z [----] followers, [---] engagements "@PSworldwide13 Bought some $ATH yesterday" [X Link](https://x.com/DSteinmoeller/status/2013940943594872918) 2026-01-21T11:45Z [----] followers, [---] engagements "@UndervaluedOnG Equities sniffing out higher oil prices ahead plus finally getting some credit for inventory life and low breakevens" [X Link](https://x.com/DSteinmoeller/status/2015037656086822981) 2026-01-24T12:23Z [----] followers, [---] engagements "@sohaibab9 any insights into why Ninepoints $nnrg stays away from $cpg Crescent point seems to check the free cash flow boxes and has started to boost shareholder returns. Is there a red flag somewhere Im missing Seems undervalued" [X Link](https://x.com/DSteinmoeller/status/1455979750950899719) 2021-11-03T19:26Z [----] followers, [--] engagements "@BubleQe @ValueNotDeadYet @CajunCowboy15 @AssetTraveller @nadinelindsey_ $ROK is small but looks good in terms of asset base balance sheet strength production growth decent hedges and management team. I briefly held $RZE but cut bait (at a loss) after q2 production issues and lack of progress on debt. Much more comfortable in this name" [X Link](https://x.com/DSteinmoeller/status/1583468481529319425) 2022-10-21T14:41Z [----] followers, [--] engagements "@BubleQe @ValueNotDeadYet @CajunCowboy15 @AssetTraveller @nadinelindsey_ Pretty sure @WTIBull scooped up my $RZE given his bullish view on water producers. 😀" [X Link](https://x.com/DSteinmoeller/status/1583508757861965824) 2022-10-21T17:21Z [----] followers, [--] engagements "@tradeoilstocks On the plus side the harvestable tax loss grows juicier by the day. Also on the plus side $JOY $RZE 🤷🏻♂" [X Link](https://x.com/DSteinmoeller/status/1729292643702653053) 2023-11-28T00:14Z [----] followers, [---] engagements "DavePoint Capital resource fund holdings as of June 24th. $CNQ $TPZ $IPCO $VRN $SCR $TPZ $FRU $SRR.V $ENB $TRP $ARX $CVE" [X Link](https://x.com/DSteinmoeller/status/1805397375277564145) 2024-06-25T00:27Z [----] followers, [----] engagements "@WTIBull Big vote of confidence - AIMCo aligns with the very best operators ie. $RZE" [X Link](https://x.com/DSteinmoeller/status/1828601399455752580) 2024-08-28T01:12Z [----] followers, [---] engagements "Quick positioning update as we head into the home stretch of [--]. My energy holdings are now concentrated in just [--] names: $WCP $CVE $TPZ and $FRU. These are the names I see as most undervalued with favourable risk/reward characteristics. 🫡" [X Link](https://x.com/DSteinmoeller/status/1991685965702918496) 2025-11-21T01:51Z [----] followers, [----] engagements "@trevor_rose_ My takeaway from the interview: Grant and team are excellent allocators of capital and will continue to maximize shareholder value opportunistically based on ever changing market dynamics. Shareholder capital is in excellent hands and the future looks bright. $WCP" [X Link](https://x.com/DSteinmoeller/status/1994084088307753171) 2025-11-27T16:41Z [----] followers, [----] engagements "@jenstilmanydots LNG Canada phase [--] approved. $TOU and $ARX announce corresponding supply deals" [X Link](https://x.com/DSteinmoeller/status/2001789654563996072) 2025-12-18T23:00Z [----] followers, [---] engagements "@BubleQe Hi QE after an exceptional [----] at DavePoint were trying to protect capital go forward have diversified. Recent adds: $PPL $KEY $BCE and $T for eligible dividends at what I feel are reasonably good entry points. Also added a REIT basket (RRSP) $CAR $SRU $REI and $NWH" [X Link](https://x.com/DSteinmoeller/status/2003557419205689392) 2025-12-23T20:04Z [----] followers, [---] engagements "@jenstilmanydots $FWZ massive strategic mineral deposit (Tungsten) under Lundin stewardship $ATEX is likely the next $NGEX in copper land - assays should be exciting $IVN DRC copper juggernaut recovering from a setback plus a world-class PGM/gold deposit ramping up production as a throw-in" [X Link](https://x.com/DSteinmoeller/status/2004555081505730924) 2025-12-26T14:09Z [----] followers, [---] engagements "Energy (+ more) [----] year in review and lessons learned. I had my best year since [----] on a percentage basis and best year ever on a total returns basis. Fortunately I had no tax loss selling to do unlike last year. I traded / swapped names more than I planned to but ended up getting a lot right in [--]. My biggest wins came from loading up on $WCP and $CNQ on the liberation day puke using margin. H/T to @HTMEnergy @ShaleTier7 for publishing some timely notes around Liberation Day that helped my conviction. I also had big gains from $PEY and $SDE in the energy space. Still massively long $WCP" [X Link](https://x.com/anyuser/status/2004996196696248513) 2025-12-27T19:21Z [----] followers, [----] engagements "Almost zero posts about $WCP investor day presentation. Highly recommend reading and or listening to the replay if you own the stock or are curious about what theyre up to: TLDR shareholder money is in great hands. Additional program note: Grant BTFD this morning. A few of my favourite slides below: https://www.wcap.ca/application/files/2317/6762/4732/WCP_Investor_Day_Presentation_-_01_05_2026.pdf https://www.wcap.ca/application/files/2317/6762/4732/WCP_Investor_Day_Presentation_-_01_05_2026.pdf" [X Link](https://x.com/DSteinmoeller/status/2008352549322072303) 2026-01-06T01:38Z [----] followers, 12.2K engagements "@ShaleTier7 Excellent thread - thanks for the in depth education. My takeaway: Buy: US gassers $TPZ (benefit from volume growth/ infra) SAGD producers (cheap inputs indefinitely) maybe own $PEY and $BIR given hub exposure/ swaps and fund longs with a massive $TOU short" [X Link](https://x.com/DSteinmoeller/status/2013779736065884203) 2026-01-21T01:04Z [----] followers, [---] engagements "RT @ShaleTier7: Whitecap begins to bring on multiple Attachie-sized assets over the next few years along with having multiple more througho" [X Link](https://x.com/anyuser/status/2015956545515733448) 2026-01-27T01:14Z [----] followers, [--] engagements "RT @BradWall306: It was a well written speech good politics at home. But not what the country needed. The CUSMA review starts in [--] months" [X Link](https://x.com/anyuser/status/2016980738889900425) 2026-01-29T21:04Z [----] followers, [---] engagements "@WilliamLaceyYYC @jenstilmanydots Already have - hold Your nose and buy it. Cantillon effect on full display" [X Link](https://x.com/DSteinmoeller/status/2017303271598161997) 2026-01-30T18:25Z [----] followers, [--] engagements "RT @alanfryermedia: Conservatives are now seen as the party of young people and blue collar workers while the Liberals mainly represent an" [X Link](https://x.com/anyuser/status/2017670141027209266) 2026-01-31T18:43Z [----] followers, [---] engagements "Energy (+ more) [----] year in review and lessons learned. I had my best year since [----] on a percentage basis and best year ever on a total returns basis. Fortunately I had no tax loss selling to do unlike last year. I traded / swapped names more than I planned to but ended up getting a lot right in [--]. My biggest wins came from loading up on $WCP and $CNQ on the liberation day puke using margin. H/T to @HTMEnergy @ShaleTier7 for publishing some timely notes around Liberation Day that helped my conviction. I also had big gains from $PEY and $SDE in the energy space. Still massively long $WCP" [X Link](https://x.com/anyuser/status/2004996196696248513) 2025-12-27T19:21Z [----] followers, [----] engagements "RT @RealAndyLeeShow: Al-Haq was added to the Specially-Designated Nationals (SDN) List by Americas Office of Foreign Assets Control in 202" [X Link](https://x.com/anyuser/status/2023162387356852725) 2026-02-15T22:27Z [----] followers, [--] engagements "Al-Haq was added to the Specially-Designated Nationals (SDN) List by Americas Office of Foreign Assets Control in [----]. The SDN lists individuals and entities which pose national security threats. If Canada actually functioned we would sanction them for hunting Jewish kids. @RealAndyLeeShow Al-Haq isnt a terrorist entity you shameless sycophant. @RealAndyLeeShow Al-Haq isnt a terrorist entity you shameless sycophant" [X Link](https://x.com/anyuser/status/2023157517598199811) 2026-02-15T22:08Z 200.7K followers, [----] engagements "@RealAndyLeeShow Al-Haq isnt a terrorist entity you shameless sycophant" [X Link](https://x.com/anyuser/status/2023149248053965104) 2026-02-15T21:35Z [---] followers, [----] engagements "RT @ronmortgageguy: Finally Some Good News On Climate: Your Country Can't Be An Energy Superpower With Zero Emissions Low Carbon Oil EV M" [X Link](https://x.com/anyuser/status/2022708536501792784) 2026-02-14T16:24Z [----] followers, [---] engagements "Finally Some Good News On Climate: Your Country Can't Be An Energy Superpower With Zero Emissions Low Carbon Oil EV Mandates Taxes On Carbon You're nuts if you think extracting Energy at scale to make Canada rich & successful coexists with every dumb climate policy Canada not on track to meet any climate targets study finds https://t.co/I9LjDv6h5p Canada not on track to meet any climate targets study finds https://t.co/I9LjDv6h5p" [X Link](https://x.com/anyuser/status/2022705677559325143) 2026-02-14T16:13Z 108.8K followers, 32.5K engagements "Canada not on track to meet any climate targets study finds https://www.theglobeandmail.com/canada/article-canada-climate-targets-net-zero-emissions/utm_source=dlvr.it&utm_medium=twitter https://www.theglobeandmail.com/canada/article-canada-climate-targets-net-zero-emissions/utm_source=dlvr.it&utm_medium=twitter" [X Link](https://x.com/anyuser/status/2022283423180878023) 2026-02-13T12:15Z 1.8M followers, 145K engagements "I would urge you all to consider that a police officer using the term "gunperson" is why you've had relatives die on waiting lists why your car has been stolen and why rent is [--] per cent of your paycheque. When a state prioritizes narrative over reality no area of society is spared from the consequences. https://twitter.com/i/web/status/2022368408478654470 https://twitter.com/i/web/status/2022368408478654470" [X Link](https://x.com/anyuser/status/2022368408478654470) 2026-02-13T17:52Z 41.5K followers, 77.1K engagements "You cant hate this Government or the judicial system in Canada enough. This is not a Bradford man this is a sick individual who was allowed to enter our Country who committed crimes got bail for those crimes and then committed more terrible crimes. The people making these decisions maybe need to start being held accountable" [X Link](https://x.com/anyuser/status/2021951374863335921) 2026-02-12T14:15Z 166.2K followers, 13.4K engagements "When innocent children are dead because of a cascade of obvious political failures be skeptical of anyone calling for it not to be "politicized." The mere fact that firearms were returned to the home of a deeply unwell individual is jaw-dropping" [X Link](https://x.com/anyuser/status/2021817508010070220) 2026-02-12T05:23Z 41.5K followers, 30.1K engagements "My testimony on the critical need to increase Canadian energy exports to the House of Commons Committee on Natural Resources: https://parlvu.parl.gc.ca/Harmony/en/PowerBrowser/PowerBrowserV2/20260210/-1/44409mediaStartTime=20260210121915&viewMode=3&globalStreamId=29 https://parlvu.parl.gc.ca/Harmony/en/PowerBrowser/PowerBrowserV2/20260210/-1/44409mediaStartTime=20260210121915&viewMode=3&globalStreamId=29" [X Link](https://x.com/anyuser/status/2021320997870178451) 2026-02-10T20:30Z 111.6K followers, 63.8K engagements "Garbage headline and story. The tinder box has been created by government and law enforcement giving free rein to progressive and Islamist extremists. The right to protest is neither absolute nor does it mean that said protests era can block roads at their pleasurenor are they at liberty to incite hatred or violence. Fact is that authorities in Australia and Canada in particular have sat back and let the extremists do as they please. This violence.and it is violence.has been emboldened by governments with values aligned with extremists. Period. Taking control of society and enforcing" [X Link](https://x.com/anyuser/status/2021240138555163003) 2026-02-10T15:09Z 29.4K followers, [---] engagements "@Citrini7 #2 cause I was clearly buying an oil stock. Any other answer is incorrect" [X Link](https://x.com/anyuser/status/2021127688824684951) 2026-02-10T07:42Z [----] followers, [----] engagements "RT @VivianBercovici: Muslim lobby in decries the closing of Islamophobia Envoys office a boondoggle abused to promote divisive ident" [X Link](https://x.com/anyuser/status/2020986278981009594) 2026-02-09T22:20Z [----] followers, [--] engagements "Muslim lobby in decries the closing of Islamophobia Envoys office a boondoggle abused to promote divisive identity-based policies. Perhaps the Lobbys energy and ample funding should be spent working with the burgeoning Muslim community in to emphasize the importance of respect for the country that has welcomed them and supported them. Start by stating clearly that constant protestsled by Islamists and targeting Canadian Jews going about their lives.that this is not cool. Start by making it clear that blocking transportation hubs main streets civic squares to pray in pop up mosques Not just" [X Link](https://x.com/anyuser/status/2020964519309107365) 2026-02-09T20:54Z 29.4K followers, [----] engagements "We are deeply disappointed by the federal governments decision to dissolve the Office of the Special Representative on Combatting Islamophobia. This office came to light after a terrorist attack that took the lives of four members of a London family. Since then weve continued to see the rise of Islamophobia across Canada. The Canadian Muslim community deserves sustained and dedicated leadership. We are similarly concerned by the dissolution of the Office on Combating Antisemitism at a time when hate is on the rise. We extend our sincere thanks to Amira Elghawaby for her exemplary and tireless" [X Link](https://x.com/anyuser/status/2019097235254906984) 2026-02-04T17:14Z 23.5K followers, 71.8K engagements "If I didn't have to constantly worry about my children coming of age in a Canada that's gone full Third World basketcase I'm sure I would spend all my time obsessing about Trump too" [X Link](https://x.com/anyuser/status/2020168381165629730) 2026-02-07T16:10Z 41.5K followers, 16.6K engagements "RT @jkenney: Nonsense. Broad public support for immigration depends on having a rules based system. That means not rewarding people who vi" [X Link](https://x.com/anyuser/status/2019837768722182188) 2026-02-06T18:17Z [----] followers, [---] engagements "Nonsense. Broad public support for immigration depends on having a rules based system. That means not rewarding people who violate our fair and generous laws. Giving scarce permanent residency positions to foreign students who overstay their visas after a brief stint at a bogus diploma mill; or to fake asylum claimants et al means blocking highly qualified newcomers selected through the points system. Thats a choice to continue the Trudeau governments disastrous decision to turn Canadas historically successful high human capital immigration system into a system based on commodifying low" [X Link](https://x.com/anyuser/status/2019830503965352135) 2026-02-06T17:48Z 297.7K followers, 74.7K engagements "Doug Saunders - Carneys choice: Ice out illegal migrants or treat them like the assets they are https://www.theglobeandmail.com/opinion/article-carneys-choice-ice-out-illegal-migrants-or-treat-them-like-the-assets/ https://www.theglobeandmail.com/opinion/article-carneys-choice-ice-out-illegal-migrants-or-treat-them-like-the-assets/" [X Link](https://x.com/anyuser/status/2019806330182156491) 2026-02-06T16:12Z 164.7K followers, 90.8K engagements "Liberal inaction has turned Canada into a safe harbour for senior officials of the Iranian regime with only one deportation in years to show for it. Latest alleged Iranian regime official found in Canada wants his identity hidden https://globalnews.ca/news/11645039/latest-iranian-regime-official-canada-deportation-secrecy/ http://Globalnews.ca https://globalnews.ca/news/11645039/latest-iranian-regime-official-canada-deportation-secrecy/ http://Globalnews.ca" [X Link](https://x.com/anyuser/status/2019813936833409352) 2026-02-06T16:42Z 126.6K followers, 40.4K engagements "How has this organization retained any credibility with media or civil society when its assumptions are consistently wrong [--] They warned the Darlington Refurbishment would cost $35B with massive overruns nearly 3x reality. Reality: completed $150M under budget and ahead of schedule. [--] They claimed Ontario didnt need new nuclear because electricity demand would stay flat and surplus power existed. Reality: demand is now surging. [--] They claimed renewables and conservation could replace 24/7 nuclear without reliability or cost risks. Reality: the IESO has been clear that rising demand through" [X Link](https://x.com/anyuser/status/2019173841839493493) 2026-02-04T22:18Z 82.6K followers, 11.5K engagements "RT @CIJAinfo: [------] people in downtown Toronto calling for a better future for the people of Iran. No arrests. When protestors are peac" [X Link](https://x.com/anyuser/status/2018669213339328839) 2026-02-03T12:53Z [----] followers, [---] engagements "150000 people in downtown Toronto calling for a better future for the people of Iran. No arrests. When protestors are peaceful and lawful outcomes look different. Canadians should not have to accept incitement to violence blockades harassment or the intimidation of citizens as normal protest behaviour. https://twitter.com/i/web/status/2018476580721332693 https://twitter.com/i/web/status/2018476580721332693" [X Link](https://x.com/anyuser/status/2018476580721332693) 2026-02-03T00:08Z 28.7K followers, 37.2K engagements "150000 demonstrators and zero incidents. Thanks to the meticulous planning effective ontheground work and professionalism of our members and specialized units yesterdays event in the heart of our city remained safe and peaceful" [X Link](https://x.com/anyuser/status/2018423992508469729) 2026-02-02T20:39Z 439K followers, 3.3M engagements "If your hot take after @PierrePoilievres resounding victory and unifying speech is Liberals are more Canadian than Conservatives check yourself. We have a divided electorate a hung parliament two provinces considering secession womens rights are compromised for rapists in our courts and Montreal Toronto and Ottawa often over taken with pro terrorist sympathizers. If thats what you think is working youre doing it wrong" [X Link](https://x.com/anyuser/status/2017599072861933847) 2026-01-31T14:01Z 36.3K followers, 77.4K engagements "RT @alanfryermedia: Conservatives are now seen as the party of young people and blue collar workers while the Liberals mainly represent an" [X Link](https://x.com/anyuser/status/2017670141027209266) 2026-01-31T18:43Z [----] followers, [---] engagements "Conservatives are now seen as the party of young people and blue collar workers while the Liberals mainly represent an older better off demographic sitting on a pile of home equity. As for the NDP they just hate Israel. Our deep dive on blue collar workers finds many Canadians still see the NDP as the party that does the most to help blue collar workers - but very few blue collar workers themselves feel this way. Read the full analysis: https://t.co/d7Wt8bQuFN https://t.co/1QHwn449Zy Our deep dive on blue collar workers finds many Canadians still see the NDP as the party that does the most to" [X Link](https://x.com/anyuser/status/2017370190703480944) 2026-01-30T22:51Z 23K followers, 18.1K engagements "Our deep dive on blue collar workers finds many Canadians still see the NDP as the party that does the most to help blue collar workers - but very few blue collar workers themselves feel this way. Read the full analysis: https://pollarastrategicinsights.substack.com/p/blue-collar-da-ba-dee https://pollarastrategicinsights.substack.com/p/blue-collar-da-ba-dee" [X Link](https://x.com/anyuser/status/2017221489427202082) 2026-01-30T13:00Z [----] followers, 83.2K engagements "For the record: What has Canada become Canada likes to boast about having one of the most educated populations on earth but when it comes to Trump Derangement Syndrome it behaves like the global capital of political hysteria. What passes for education has curdled into progressive indoctrination so deep that basic objectivity and critical thought have become niche pursuits rather than civic norms. Carneys Davos grandstanding about Canada as a moral superpower is a case study in this selfcongratulatory delusion all rhetoric and posture no serious reckoning with power or trade realities. Common" [X Link](https://x.com/anyuser/status/2016838323419976099) 2026-01-29T11:38Z 73.2K followers, 203.3K engagements "RT @BradWall306: It was a well written speech good politics at home. But not what the country needed. The CUSMA review starts in [--] months" [X Link](https://x.com/anyuser/status/2016980738889900425) 2026-01-29T21:04Z [----] followers, [---] engagements "It was a well written speech good politics at home. But not what the country needed. The CUSMA review starts in [--] months. No 'middle power' arrangement comes even close to that economic opportunity and risk for Canada. CUSMA not politics at home has to be the PM's #1 priority @BradWall306: Mark Carneys Davos speech made things worse with the very people we need to make a deal with https://t.co/u118BGYozm https://t.co/zQsjd0P3to @BradWall306: Mark Carneys Davos speech made things worse with the very people we need to make a deal with https://t.co/u118BGYozm https://t.co/zQsjd0P3to" [X Link](https://x.com/anyuser/status/2016874245910122976) 2026-01-29T14:01Z 105.5K followers, 78.6K engagements "@BradWall306: Mark Carneys Davos speech made things worse with the very people we need to make a deal with https://pipelineonline.ca/brad-wall-mark-carneys-davos-speech-made-things-worse-with-the-very-people-we-need-to-make-a-deal-with/ https://pipelineonline.ca/brad-wall-mark-carneys-davos-speech-made-things-worse-with-the-very-people-we-need-to-make-a-deal-with/" [X Link](https://x.com/anyuser/status/2016856099782348979) 2026-01-29T12:49Z [----] followers, 51.1K engagements "We Don't Talk About Iran But 30K To 50K Protesters Have Been Murdered By The Iranian Government Why doesn't the world pay much attention to this horrific event Maybe because Iran is a closed society particularly now with most Communication shut down So many killed 2/" [X Link](https://x.com/anyuser/status/2016161136966570005) 2026-01-27T14:47Z 108.8K followers, 184.7K engagements "RT @ShaleTier7: Whitecap begins to bring on multiple Attachie-sized assets over the next few years along with having multiple more througho" [X Link](https://x.com/anyuser/status/2015956545515733448) 2026-01-27T01:14Z [----] followers, [--] engagements "Whitecap begins to bring on multiple Attachie-sized assets over the next few years along with having multiple more throughout the portfolio 🧠 WCP ARX market cap WCP ARX market cap" [X Link](https://x.com/anyuser/status/2015947564592595003) 2026-01-27T00:38Z [----] followers, [----] engagements "WCP ARX market cap" [X Link](https://x.com/anyuser/status/2015896970192420897) 2026-01-26T21:17Z [----] followers, 12.4K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DSteinmoeller DividendDaveDividendDave posts on X about $wcp, $cnq, canada, $tpz the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 21.9% stocks 19.71% countries 13.14% cryptocurrencies 4.38% travel destinations 3.65% social networks 0.73% technology brands 0.73%
Social topic influence $wcp #6, $cnq 13.14%, canada 8.76%, $tpz 8.03%, $tou 7.3%, $cve 7.3%, $arx #9, $nrgi 5.11%, $fru 5.11%, country 5.11%
Top accounts mentioned or mentioned by @bubleqe @jenstilmanydots @nuggetcapital @shaletier7 @razoroil @beegjj @kevinagraham @assettraveller @wtibull @zorzee @freedomprocess @trendbullish @tradeoilstocks @bradwall306 @jimduffus @trevorrose @jleqc @volkomm @energyinvest0r @crudeoil231
Top assets mentioned Canadian Natural Resources Limited (CNQ) Cenovus Energy Inc. (CVE) Accelerant Holdings (ARX) Aethir (ATH) Veren Inc. (VRN) Scroll (SCR) EQIFi (EQX) Enbridge, Inc (ENB) CRESCENT POINT ENERGY CORP. (CPG) PPL Corp (PPL) Suncor Energy, Inc. (SU) Imperial Oil Limited (IMO) AT&T Inc. (T) Montrose Environmental Group, Inc. (MEG) AMC Entertainment Holdings, Inc. (AMC) Petroleo Brasileiro S.A.-Petrobras (PBR.A) Ecopetrol S.A (EC) Rubycoin (RBY) Ivanhoe Electric Inc. (IE)
Top posts by engagements in the last [--] hours
"RT @VivianBercovici: Muslim lobby in decries the closing of Islamophobia Envoys office a boondoggle abused to promote divisive ident"
X Link 2026-02-09T22:20Z [----] followers, [--] engagements
"Must read thread re Canadian natural gas market and outlook. https://t.co/EQlGsyUyvp https://t.co/EQlGsyUyvp"
X Link 2026-01-21T01:05Z [----] followers, [----] engagements
"RT @CIJAinfo: [------] people in downtown Toronto calling for a better future for the people of Iran. No arrests. When protestors are peac"
X Link 2026-02-03T12:53Z [----] followers, [---] engagements
"RT @jkenney: Nonsense. Broad public support for immigration depends on having a rules based system. That means not rewarding people who vi"
X Link 2026-02-06T18:17Z [----] followers, [---] engagements
"@BubleQe $WCP currently has positive operational momentum $ARX unfortunately now in show me mode for a few quarters at least"
X Link 2026-02-09T01:56Z [----] followers, [---] engagements
"Review $WCPs investor day presentation and note the positive operational trends across drilling efficiency type curves synergy realizations and the growth project pipeline. Theres a reason $WCP is now Receiving a modest premium to $ARX on the metrics you quote. Not a hater by the way have owned $ARX in size in the past but investing in this sector for the past [--] years or so has taught me asset performance and inventory quality really matters. $ARX legacy lands continues to Perform well and hence the strong financial results but the market discounting Attachie given ho-hum results makes"
X Link 2026-02-09T13:11Z [----] followers, [---] engagements
"@BubleQe @AssetTraveller I expect one more monetization by $TOU $1-1.50 below current quote. Dip buy opportunity indeed"
X Link 2026-02-10T18:59Z [----] followers, [---] engagements
"@BOEReport Would be great to see $TOU deploy the strategic buyback when the share price is especially weak. So far this has been a theoretical buyback only. Granted heavy capex years but plenty of balance sheet capacity to do both and sustain the dividend"
X Link 2025-08-06T12:41Z [----] followers, [---] engagements
"early Q3 positioning update for those who are interested. Im running zero margin at the moment and primarily focused on owning high quality energy companies with deep reserves and excellent management. Have been adding to $CNQ of late and adjusted my natural gas exposure down. Trying to let my winners $WCP and $SDE run and hopeful my gold pick $EQX finally inflects after a painful year. I also rolled my base metal exposure out of $XBM and into $IVN and $LUN in Q2. Note: managed funds represent work retirement accounts. Feedback and questions welcome. Hesitant to post YTD returns as such"
X Link 2025-08-07T19:30Z [----] followers, [----] engagements
"You can always reinvest part of your distribution to keep your investment size steady (or growing) with CC funds. Theres no free lunches unfortunately. A good way to look at this might be to review total Return of XEG vs ENCC over different time frames Last I looked it was pretty neutral (ie. you werent better off in the CC etf)"
X Link 2025-08-08T01:38Z [----] followers, [--] engagements
"@BubleQe Im pretty much maxed at 16% port weight for $CNQ but definitely understand adding here. Youll be happy with those shares for years to come"
X Link 2025-08-11T19:53Z [----] followers, [---] engagements
"@Rory_Johnston"
X Link 2025-09-05T23:18Z [----] followers, [---] engagements
"@Rory_Johnston Going with 50% A and 50% B. Opec wont reverse their production ceiling hikes as theres no need to lower a ceiling - they can produce under the ceiling of course so now my brain is a pretzel"
X Link 2025-10-15T18:08Z [----] followers, [---] engagements
"@garquake What are your favourites Ive added to $enb this past quarter"
X Link 2022-01-06T13:21Z [----] followers, [--] engagements
"@ericnuttall @DigMedia After watching this segment I couldnt help but pick up some $NRGI units to go along with my $NNRG holdings. The income potential sounds incredible. Do yourselves a favour and tune in around the [--] minute mark id youre tight on time. I vote for the quarterly true up 😁 #com"
X Link 2022-04-06T22:59Z [----] followers, [--] engagements
"$MEG is criminally undervalued and is given no credit for [--] declines / low Capex and 30-50 years of reserve life. Do some simplistic DCF modelling and see what I mean. 3-4 bagger if you credit them with flat FCF assumed for [--] years let alone [--] #com @timber001 @nyetjgoldblum"
X Link 2022-05-15T14:42Z [----] followers, [---] engagements
"@tjungstr @flenflyysfreres @h_Zachariah_b @steffest7 @jim_duffus @Bubba16269851 @z_or_zee @ericnuttall I know @ds bought Ninepoints this way in the US. Adding him to the thread. I have $NNRG and $NRGI through my brokerage/NEO exchange in Canada and I am very happy with both my transaction and ownership experiences"
X Link 2022-06-05T16:10Z [----] followers, [--] engagements
"@nyetjgoldblum @oilandgasrebel Sorry if I mumbled $CVE for pick [--] - top holding in both $NNRG and $NRGI as of end July is my guess"
X Link 2022-08-10T19:55Z [----] followers, [--] engagements
"@WTIBull Added more $TOU a few $WCP calls and some $NRGI units. Hero or zero moves- TBD"
X Link 2022-09-23T16:55Z [----] followers, [--] engagements
"@WTIBull Discussed further down the thread but I think you should have included potential takeover target in the opener as a positive catalyst. Ive got a biggish MEG position and will revisit my interim plan in January - agree with data points for both bull/ bear"
X Link 2022-11-24T15:46Z [----] followers, [--] engagements
"@BeegJj Still in $NRGI If yes mind if we connect via DM Cheers"
X Link 2022-12-23T14:55Z [----] followers, [---] engagements
"@BeegJj Replaced my $NRGI with Horizons $ENCC in my income accounts today. [--] equal weight holdings Including the big CAD producers for both oil and gas as well as the mid streamers. Covered call premium Lower MER higher distribution and no US Shale. Seemed like a good switch"
X Link 2023-01-16T21:59Z [----] followers, [---] engagements
"The news $WCE holders have been waiting for #com https://ca.finance.yahoo.com/news/wescan-energy-announces-production-well-223500324.html https://ca.finance.yahoo.com/news/wescan-energy-announces-production-well-223500324.html"
X Link 2023-01-19T23:19Z [----] followers, 14.4K engagements
"@WTIBull Me when I start seeing $AMC style Bagholder conspiracy theories in my #eft centric Twitter timeline"
X Link 2023-04-20T21:59Z [----] followers, [---] engagements
"@BeegJj Good looking list sir - Im mostly in the same names plus $ROK.WT and for my income focused account I use $ENCC instead of $NRGI plus some $PBR.A and $EC - the juicy latam dividend payers are new for [--] h/T @calvinfroedge @ds"
X Link 2023-05-27T13:32Z [----] followers, [---] engagements
"@jenstilmanydots Curious if you hold speculative juniors in your TFSA I had a pretty good 21/22 owning various energy names and managed to run it up quite a bit. I wanted to lower my chance of destroying my excess value vs the lifetime limit and switched into $ENCC for tax free income"
X Link 2023-08-29T23:52Z [----] followers, [---] engagements
"@DerAchsenZeit Sorry to hear that. $ITE has truly been a dog. On the plus side at least its not $RZE"
X Link 2023-10-31T18:56Z [----] followers, [---] engagements
"@BubleQe Solid list but Ill admit I did a double take - thought you said $PPR for a second there. 😂"
X Link 2023-12-14T02:12Z [----] followers, [---] engagements
"2023 energy investing review and lessons learned for [----]. [--]. Quality names stabilize your portfolio - no surprise here but [----] chop reiterated this. $CNQ and $TOU remain portfolio anchors. [--]. Avoid shitcos - by not chasing down market torque I avoided significant pain. 1/4"
X Link 2023-12-31T16:13Z [----] followers, 28.4K engagements
"@BeegJj Top picks $RBY $PNE $IE"
X Link 2024-04-30T12:15Z [----] followers, [---] engagements
"@BubleQe Made $CVE my #4 holding earlier this year right behind $CNQ/ $TOU and $TPZ. The 3-5 year plan is compelling"
X Link 2024-06-07T02:48Z [----] followers, [---] engagements
"@RazorOil Ill see what I can do - maybe as at June 30th I can run some metrics"
X Link 2024-06-25T00:44Z [----] followers, [---] engagements
"@rockcreekfreak @NuggetCapital Excellent analysis- thanks for putting this together. Ive been an $IPCO fan for a while. Growing SAGD production dramatically while shrinking the share count meaningfully is a nice combination"
X Link 2024-11-20T12:47Z [----] followers, [---] engagements
"2024 energy investing year in review and lessons learned. The good managed a reasonably decent up year despite weak commodity prices for much of the year. The less good $CPG/$VRN overweight cost me a lot of performance and requires a large tax loss sale over prior to YE 1/6"
X Link 2024-12-26T14:39Z [----] followers, [----] engagements
"@RazorOil $Ipco for the greenfield SAGD and Lundin leadership and $VRN because I have major bags I need to pump 🫡"
X Link 2024-12-28T02:15Z [----] followers, [---] engagements
"@RazorOil @emmpeethree @NotFreeCashFlow @BubleQe @jim_duffus @AssetTraveller @freedomprocess shared an article with me at one point that helped explain the nav workings for CC funds. Maybe he can send to you via DM or share the link. For disclosure we have some family exposure to $ENCC so not a hater of the fund or concept by any means. 🫡"
X Link 2024-12-28T18:00Z [----] followers, [---] engagements
"@Josh_Young_1 $IPCO: relentless buyback low base decline rate greenfield SAGD growth and Lundin Management"
X Link 2024-12-29T04:30Z [----] followers, [----] engagements
"@Westpine613 Ive been adding to $FRU here as well. Well covered dividend to boot"
X Link 2025-01-21T20:37Z [----] followers, [---] engagements
"@jim_duffus @Westpine613 Combine with $PEY and $WCP and youve got a nice little monthly income stream with a good chance of capital gains as well. Prefer an income mix like this over $ENCC I think due to the cleaner distributions (no ROC) and upside"
X Link 2025-01-21T23:53Z [----] followers, [---] engagements
"Purged a low conviction speculative name today - Proceeds into $TPZ and $ATH. Great results from $ARX after the bell yesterday as well. My $ARX position is now back to a 10% port weight and will be left alone while Terry and his team keep on delivering"
X Link 2025-02-07T15:32Z [----] followers, [---] engagements
"Todays adds: $CNQ $VRN $ATH $TVE"
X Link 2025-02-25T15:30Z [----] followers, [---] engagements
"@BubleQe @trend_bullish @CanadianNatural Added more $CNQ today as well along with Top-ups to $ARX and $PEY. Let $FRU go. I gave up some current yield for more dividend growth and capital gain potential. Cc @Kevin_AGraham"
X Link 2025-02-26T18:32Z [----] followers, [---] engagements
"@BubleQe @CanadianNatural If you assume a 7-10% div bump In [----] Youre approaching a 6% YoC at todays share price for the best in the business $CNQ"
X Link 2025-02-26T18:50Z [----] followers, [---] engagements
"@BubleQe Added to $SCR $CNQ $HWX and even (gulp) $CVE today 🫣"
X Link 2025-03-03T21:17Z [----] followers, [---] engagements
"@BubleQe @TourmalineOil Added to $TOU today too along with $CNQ $TPZ and $ARX. Exited $ATH (quick loss unfortunately) and $SCR (quick gain) to fund. Im seeing less need to own SMIDS when the best of the best are discounted so badly while adding to reserves executing operationally and dividends"
X Link 2025-03-06T16:02Z [----] followers, [---] engagements
"@BubleQe @Kevin_AGraham Disclosure I liquidated several mid size positions today including $CVE and $HWX +swapped my existing $VRN for $WCP. I try not trade so much but when a fat pitch is thrown its time to take a big swing. Incredible opportunity today to own a Montney juggernaut at a 9%+ yield"
X Link 2025-03-10T17:42Z [----] followers, [---] engagements
"After going big on $WCP yesterday and recent adds to $CNQ $TOU $ARX and $TPZ this is my latest portfolio pie chart. Feeling good about the quality management teams Ive aligned with"
X Link 2025-03-11T18:34Z [----] followers, [----] engagements
"Disclosure / took profits today on $IPCO and bought more $WCP"
X Link 2025-03-14T16:26Z [----] followers, [---] engagements
"@BubleQe I Added significantly to $CNQ $WCP and $TPZ. Quality was indeed on sale"
X Link 2025-04-17T20:05Z [----] followers, [---] engagements
"Latest portfolio. Took some profits on massive overweights in $CNQ and $WCP after loading up on the Liberation day rinsing. Trims to $PEY $TOU $EQX exited $TCW for now and have been building up my $SDE position. new risk off positions in $PPL and FCLC. Margin to 102% long"
X Link 2025-05-28T17:41Z [----] followers, [----] engagements
"@Kevin_AGraham Great great thanks @Kevin_AGraham still Long $PEY as a core position"
X Link 2025-06-06T17:39Z [----] followers, [---] engagements
"@SteveWps We dont need to make it back the same way we lost it - maybe time to cut bait and swap into a resource developer whos proving out a play rather than burning through their last years of inventory at $60 oil $LGN $SDE etc"
X Link 2025-06-10T11:29Z [----] followers, [---] engagements
"@AssetTraveller Same- I took a little off $CNQ $WCP $PEY and a touch of $SDE. If oil and gas names keep ripping Im totally fine making a blood sacrifice for the greater good. 🙏"
X Link 2025-06-17T17:18Z [----] followers, [---] engagements
"@NuggetCapital This is a fair observation. There are other energy names with much broader buying these days. The $WCP team loaded up post liberation day $FRU insiders have been buying consistently and in quantity as well to name a few. SEDI is a valuable tool"
X Link 2025-07-08T23:46Z [----] followers, [---] engagements
"@ShaleTier7 RIP $WCP bulls"
X Link 2025-07-23T20:48Z [----] followers, [---] engagements
"@NuggetCapital Theyll need to pay up for $SDE"
X Link 2025-07-23T21:19Z [----] followers, [---] engagements
"@ManitobaCanuck @NuggetCapital @IBB_INVEST They probably should take a run at $SDE while its still cheap. Bulk up in the Duvernay and dump the EF for whatever they can get"
X Link 2025-07-24T01:42Z [----] followers, [---] engagements
"Another excellent quarter from post merger $WCP. Operational momentum picking up across the combined asset base. My favourite part of the presser though was this quote we will continue to take a counter-cyclical approach to capital allocation including prioritizing share repurchases to enhance per share growth while placing less emphasis on expanding organic production in a lower pricing environment"
X Link 2025-10-22T23:15Z [----] followers, [----] engagements
"Grant has publicly discussed his desire (and expectation) that the dividend yield will compress over time due to share price appreciation (ie. capital gains for investors). Income investors typically seek a reliable and growing dividend. Does Whitecap intend to grow the dividend over time"
X Link 2025-10-31T17:41Z [----] followers, [---] engagements
"@trevor_rose_ CNQ style dividend growth would be ideal. 20+ years of increases 20% CAGR"
X Link 2025-10-31T17:48Z [----] followers, [---] engagements
"@RealPeterLinder How can you possibly trust the management team They will in all likelihood find a way to burn shareholders yet again"
X Link 2025-11-18T02:09Z [----] followers, [---] engagements
"@PSworldwide13 CVE not quite rolling 1M but Basically made this swap a month ago. Inflection in progress and adding MEG CL is icing on an already delicious cake"
X Link 2025-11-21T01:42Z [----] followers, [---] engagements
"@BubleQe $TPZ is my 2nd largest holding. Royalties are still cheap despite the recent rally. David Szybunka covered them around [--] minutes in on a recent @inthemoneypod episode. Multiples are still too low For the quality of these businesses. https://open.spotify.com/episode/0cNSmEYHVGWAQjRVAAmwBasi=qPBiyc9lQ1uEwYcXKk5mVw&t=3290&ct=3166 https://open.spotify.com/episode/0cNSmEYHVGWAQjRVAAmwBasi=qPBiyc9lQ1uEwYcXKk5mVw&t=3290&ct=3166"
X Link 2025-11-29T13:14Z [----] followers, [---] engagements
"@Sflecce Its time for more than thoughts and prayers from @fordnation. Take a stand end the hate marches prosecute anti-Semitism and protect our people. Enough is enough. If @TPSOperations and @oliviachow wont protect Torontos jewish community the province must intervene"
X Link 2025-12-15T03:07Z [----] followers, [--] engagements
"@a4_alpha @JoshYoung my top [--] holdings as well. I also own $FRU and $TPZ - love the royalty business model"
X Link 2025-12-16T20:45Z [----] followers, [---] engagements
"@RazorOil Bullish $CVE growth capex moderating and harvest time is coming. $SCR may take a run at $ATH"
X Link 2025-12-17T20:58Z [----] followers, [----] engagements
"@jenstilmanydots Trade deal with the USA followed by strategic equity stake in $FWZ from one or both governments + accelerated development plan for Mactung. This trade deal will also pave the way for additional oil sands development and oil exports south. $CVE $SU $CNQ $IMO to benefit"
X Link 2025-12-18T22:55Z [----] followers, [---] engagements
"@jenstilmanydots $EQX resolves Los Filos community issues in early [--] and unlocks 280k/ oz of additional future production"
X Link 2025-12-18T22:58Z [----] followers, [---] engagements
"@jleqc @freedomprocess @trend_bullish @BeegJj @Volkomm_ @ShaleTier7 @jenstilmanydots @Kevin_AGraham @BubleQe @NuggetCapital @tradeoilstocks @EnergyInvest0r @CRUDEOIL231 @KramerKarma1 @RazorOil @z_or_zee @AlexSS94736924 @ysteve747 @z"
X Link 2025-12-27T19:29Z [----] followers, [---] engagements
"@NuggetCapital Timing is critical - in the mid $30s CNQ was a clear buy - exited in the low-mid $40s and rolled the proceeds into $CVE which is inflecting and still deeply discounted vs peers in my opinion"
X Link 2025-12-27T21:11Z [----] followers, [---] engagements
"@JoeBeattie11 @UnintendedCons5 People may want to check those oil sands producers out - sound like they could be reasonable long term investments $CVE $IMO $CNQ $SU"
X Link 2025-12-28T15:16Z [----] followers, [---] engagements
"@BeegJj @jleqc @freedomprocess @trend_bullish @Volkomm_ @ShaleTier7 @jenstilmanydots @Kevin_AGraham @BubleQe @NuggetCapital @tradeoilstocks @EnergyInvest0r @CRUDEOIL231 @KramerKarma1 @RazorOil @z_or_zee @AlexSS94736924 @ysteve747 @z Happy new year @BeegJj - I agree with you that Cenovus is inflecting and is going to close the valuation gap with peers in [----]. Refining operations are improving massive capex heavy growth spend is tapering off and added a crown jewel asset as a fair price. En route to 1M BOE"
X Link 2025-12-31T13:33Z [----] followers, [---] engagements
"@NuggetCapital Other $T insiders have been buying as well in December. Could be a classic tax loss selling buying opp or a value trap. I took a small position better on the former"
X Link 2025-12-31T13:52Z [----] followers, [---] engagements
"@thebobbynugget @BeegJj @jleqc @freedomprocess @trend_bullish @Volkomm_ @ShaleTier7 @jenstilmanydots @Kevin_AGraham @BubleQe @NuggetCapital @tradeoilstocks @EnergyInvest0r @CRUDEOIL231 @KramerKarma1 @RazorOil @z_or_zee @AlexSS94736924 @z In the near term maybe but check back YE [--] and lets see how CVE performed"
X Link 2025-12-31T19:47Z [----] followers, [---] engagements
"@BubleQe @DividendDuck Own some $CAR.UN in the DavePoint port as well. Didnt get it quite as cheap but still happy with my entry. NCIB and insider support as well which is nice to see"
X Link 2026-01-06T02:54Z [----] followers, [---] engagements
"@trevor_rose_ Awesome work sir. I look forward to new episodes and Love the deep dive conversations. Congratulations on your success"
X Link 2026-01-06T23:10Z [----] followers, [--] engagements
"@FoodProfessor Can you share data on how lower crude prices have reduced food costs for Canadians"
X Link 2026-01-09T14:09Z [----] followers, [----] engagements
"@NuggetCapital @ncp Exited 3/4 of my REIT names after a quick 9-10% pop in just a few short weeks. Still holding CAR.UN but the rest reached my target price"
X Link 2026-01-13T02:50Z [----] followers, [---] engagements
"@BubleQe Rolled some $FRU into more $TPZ yesterday"
X Link 2026-01-16T12:41Z [----] followers, [---] engagements
"@RazorOil Bought my $ATH back today. Thanks for Your work highlighting the growth prospects in the name. Looks expensive at first glance less so upon further digging"
X Link 2026-01-21T00:31Z [----] followers, [---] engagements
"@PSworldwide13 Bought some $ATH yesterday"
X Link 2026-01-21T11:45Z [----] followers, [---] engagements
"@UndervaluedOnG Equities sniffing out higher oil prices ahead plus finally getting some credit for inventory life and low breakevens"
X Link 2026-01-24T12:23Z [----] followers, [---] engagements
"@sohaibab9 any insights into why Ninepoints $nnrg stays away from $cpg Crescent point seems to check the free cash flow boxes and has started to boost shareholder returns. Is there a red flag somewhere Im missing Seems undervalued"
X Link 2021-11-03T19:26Z [----] followers, [--] engagements
"@BubleQe @ValueNotDeadYet @CajunCowboy15 @AssetTraveller @nadinelindsey_ $ROK is small but looks good in terms of asset base balance sheet strength production growth decent hedges and management team. I briefly held $RZE but cut bait (at a loss) after q2 production issues and lack of progress on debt. Much more comfortable in this name"
X Link 2022-10-21T14:41Z [----] followers, [--] engagements
"@BubleQe @ValueNotDeadYet @CajunCowboy15 @AssetTraveller @nadinelindsey_ Pretty sure @WTIBull scooped up my $RZE given his bullish view on water producers. 😀"
X Link 2022-10-21T17:21Z [----] followers, [--] engagements
"@tradeoilstocks On the plus side the harvestable tax loss grows juicier by the day. Also on the plus side $JOY $RZE 🤷🏻♂"
X Link 2023-11-28T00:14Z [----] followers, [---] engagements
"DavePoint Capital resource fund holdings as of June 24th. $CNQ $TPZ $IPCO $VRN $SCR $TPZ $FRU $SRR.V $ENB $TRP $ARX $CVE"
X Link 2024-06-25T00:27Z [----] followers, [----] engagements
"@WTIBull Big vote of confidence - AIMCo aligns with the very best operators ie. $RZE"
X Link 2024-08-28T01:12Z [----] followers, [---] engagements
"Quick positioning update as we head into the home stretch of [--]. My energy holdings are now concentrated in just [--] names: $WCP $CVE $TPZ and $FRU. These are the names I see as most undervalued with favourable risk/reward characteristics. 🫡"
X Link 2025-11-21T01:51Z [----] followers, [----] engagements
"@trevor_rose_ My takeaway from the interview: Grant and team are excellent allocators of capital and will continue to maximize shareholder value opportunistically based on ever changing market dynamics. Shareholder capital is in excellent hands and the future looks bright. $WCP"
X Link 2025-11-27T16:41Z [----] followers, [----] engagements
"@jenstilmanydots LNG Canada phase [--] approved. $TOU and $ARX announce corresponding supply deals"
X Link 2025-12-18T23:00Z [----] followers, [---] engagements
"@BubleQe Hi QE after an exceptional [----] at DavePoint were trying to protect capital go forward have diversified. Recent adds: $PPL $KEY $BCE and $T for eligible dividends at what I feel are reasonably good entry points. Also added a REIT basket (RRSP) $CAR $SRU $REI and $NWH"
X Link 2025-12-23T20:04Z [----] followers, [---] engagements
"@jenstilmanydots $FWZ massive strategic mineral deposit (Tungsten) under Lundin stewardship $ATEX is likely the next $NGEX in copper land - assays should be exciting $IVN DRC copper juggernaut recovering from a setback plus a world-class PGM/gold deposit ramping up production as a throw-in"
X Link 2025-12-26T14:09Z [----] followers, [---] engagements
"Energy (+ more) [----] year in review and lessons learned. I had my best year since [----] on a percentage basis and best year ever on a total returns basis. Fortunately I had no tax loss selling to do unlike last year. I traded / swapped names more than I planned to but ended up getting a lot right in [--]. My biggest wins came from loading up on $WCP and $CNQ on the liberation day puke using margin. H/T to @HTMEnergy @ShaleTier7 for publishing some timely notes around Liberation Day that helped my conviction. I also had big gains from $PEY and $SDE in the energy space. Still massively long $WCP"
X Link 2025-12-27T19:21Z [----] followers, [----] engagements
"Almost zero posts about $WCP investor day presentation. Highly recommend reading and or listening to the replay if you own the stock or are curious about what theyre up to: TLDR shareholder money is in great hands. Additional program note: Grant BTFD this morning. A few of my favourite slides below: https://www.wcap.ca/application/files/2317/6762/4732/WCP_Investor_Day_Presentation_-_01_05_2026.pdf https://www.wcap.ca/application/files/2317/6762/4732/WCP_Investor_Day_Presentation_-_01_05_2026.pdf"
X Link 2026-01-06T01:38Z [----] followers, 12.2K engagements
"@ShaleTier7 Excellent thread - thanks for the in depth education. My takeaway: Buy: US gassers $TPZ (benefit from volume growth/ infra) SAGD producers (cheap inputs indefinitely) maybe own $PEY and $BIR given hub exposure/ swaps and fund longs with a massive $TOU short"
X Link 2026-01-21T01:04Z [----] followers, [---] engagements
"RT @ShaleTier7: Whitecap begins to bring on multiple Attachie-sized assets over the next few years along with having multiple more througho"
X Link 2026-01-27T01:14Z [----] followers, [--] engagements
"RT @BradWall306: It was a well written speech good politics at home. But not what the country needed. The CUSMA review starts in [--] months"
X Link 2026-01-29T21:04Z [----] followers, [---] engagements
"@WilliamLaceyYYC @jenstilmanydots Already have - hold Your nose and buy it. Cantillon effect on full display"
X Link 2026-01-30T18:25Z [----] followers, [--] engagements
"RT @alanfryermedia: Conservatives are now seen as the party of young people and blue collar workers while the Liberals mainly represent an"
X Link 2026-01-31T18:43Z [----] followers, [---] engagements
"Energy (+ more) [----] year in review and lessons learned. I had my best year since [----] on a percentage basis and best year ever on a total returns basis. Fortunately I had no tax loss selling to do unlike last year. I traded / swapped names more than I planned to but ended up getting a lot right in [--]. My biggest wins came from loading up on $WCP and $CNQ on the liberation day puke using margin. H/T to @HTMEnergy @ShaleTier7 for publishing some timely notes around Liberation Day that helped my conviction. I also had big gains from $PEY and $SDE in the energy space. Still massively long $WCP"
X Link 2025-12-27T19:21Z [----] followers, [----] engagements
"RT @RealAndyLeeShow: Al-Haq was added to the Specially-Designated Nationals (SDN) List by Americas Office of Foreign Assets Control in 202"
X Link 2026-02-15T22:27Z [----] followers, [--] engagements
"Al-Haq was added to the Specially-Designated Nationals (SDN) List by Americas Office of Foreign Assets Control in [----]. The SDN lists individuals and entities which pose national security threats. If Canada actually functioned we would sanction them for hunting Jewish kids. @RealAndyLeeShow Al-Haq isnt a terrorist entity you shameless sycophant. @RealAndyLeeShow Al-Haq isnt a terrorist entity you shameless sycophant"
X Link 2026-02-15T22:08Z 200.7K followers, [----] engagements
"@RealAndyLeeShow Al-Haq isnt a terrorist entity you shameless sycophant"
X Link 2026-02-15T21:35Z [---] followers, [----] engagements
"RT @ronmortgageguy: Finally Some Good News On Climate: Your Country Can't Be An Energy Superpower With Zero Emissions Low Carbon Oil EV M"
X Link 2026-02-14T16:24Z [----] followers, [---] engagements
"Finally Some Good News On Climate: Your Country Can't Be An Energy Superpower With Zero Emissions Low Carbon Oil EV Mandates Taxes On Carbon You're nuts if you think extracting Energy at scale to make Canada rich & successful coexists with every dumb climate policy Canada not on track to meet any climate targets study finds https://t.co/I9LjDv6h5p Canada not on track to meet any climate targets study finds https://t.co/I9LjDv6h5p"
X Link 2026-02-14T16:13Z 108.8K followers, 32.5K engagements
"Canada not on track to meet any climate targets study finds https://www.theglobeandmail.com/canada/article-canada-climate-targets-net-zero-emissions/utm_source=dlvr.it&utm_medium=twitter https://www.theglobeandmail.com/canada/article-canada-climate-targets-net-zero-emissions/utm_source=dlvr.it&utm_medium=twitter"
X Link 2026-02-13T12:15Z 1.8M followers, 145K engagements
"I would urge you all to consider that a police officer using the term "gunperson" is why you've had relatives die on waiting lists why your car has been stolen and why rent is [--] per cent of your paycheque. When a state prioritizes narrative over reality no area of society is spared from the consequences. https://twitter.com/i/web/status/2022368408478654470 https://twitter.com/i/web/status/2022368408478654470"
X Link 2026-02-13T17:52Z 41.5K followers, 77.1K engagements
"You cant hate this Government or the judicial system in Canada enough. This is not a Bradford man this is a sick individual who was allowed to enter our Country who committed crimes got bail for those crimes and then committed more terrible crimes. The people making these decisions maybe need to start being held accountable"
X Link 2026-02-12T14:15Z 166.2K followers, 13.4K engagements
"When innocent children are dead because of a cascade of obvious political failures be skeptical of anyone calling for it not to be "politicized." The mere fact that firearms were returned to the home of a deeply unwell individual is jaw-dropping"
X Link 2026-02-12T05:23Z 41.5K followers, 30.1K engagements
"My testimony on the critical need to increase Canadian energy exports to the House of Commons Committee on Natural Resources: https://parlvu.parl.gc.ca/Harmony/en/PowerBrowser/PowerBrowserV2/20260210/-1/44409mediaStartTime=20260210121915&viewMode=3&globalStreamId=29 https://parlvu.parl.gc.ca/Harmony/en/PowerBrowser/PowerBrowserV2/20260210/-1/44409mediaStartTime=20260210121915&viewMode=3&globalStreamId=29"
X Link 2026-02-10T20:30Z 111.6K followers, 63.8K engagements
"Garbage headline and story. The tinder box has been created by government and law enforcement giving free rein to progressive and Islamist extremists. The right to protest is neither absolute nor does it mean that said protests era can block roads at their pleasurenor are they at liberty to incite hatred or violence. Fact is that authorities in Australia and Canada in particular have sat back and let the extremists do as they please. This violence.and it is violence.has been emboldened by governments with values aligned with extremists. Period. Taking control of society and enforcing"
X Link 2026-02-10T15:09Z 29.4K followers, [---] engagements
"@Citrini7 #2 cause I was clearly buying an oil stock. Any other answer is incorrect"
X Link 2026-02-10T07:42Z [----] followers, [----] engagements
"RT @VivianBercovici: Muslim lobby in decries the closing of Islamophobia Envoys office a boondoggle abused to promote divisive ident"
X Link 2026-02-09T22:20Z [----] followers, [--] engagements
"Muslim lobby in decries the closing of Islamophobia Envoys office a boondoggle abused to promote divisive identity-based policies. Perhaps the Lobbys energy and ample funding should be spent working with the burgeoning Muslim community in to emphasize the importance of respect for the country that has welcomed them and supported them. Start by stating clearly that constant protestsled by Islamists and targeting Canadian Jews going about their lives.that this is not cool. Start by making it clear that blocking transportation hubs main streets civic squares to pray in pop up mosques Not just"
X Link 2026-02-09T20:54Z 29.4K followers, [----] engagements
"We are deeply disappointed by the federal governments decision to dissolve the Office of the Special Representative on Combatting Islamophobia. This office came to light after a terrorist attack that took the lives of four members of a London family. Since then weve continued to see the rise of Islamophobia across Canada. The Canadian Muslim community deserves sustained and dedicated leadership. We are similarly concerned by the dissolution of the Office on Combating Antisemitism at a time when hate is on the rise. We extend our sincere thanks to Amira Elghawaby for her exemplary and tireless"
X Link 2026-02-04T17:14Z 23.5K followers, 71.8K engagements
"If I didn't have to constantly worry about my children coming of age in a Canada that's gone full Third World basketcase I'm sure I would spend all my time obsessing about Trump too"
X Link 2026-02-07T16:10Z 41.5K followers, 16.6K engagements
"RT @jkenney: Nonsense. Broad public support for immigration depends on having a rules based system. That means not rewarding people who vi"
X Link 2026-02-06T18:17Z [----] followers, [---] engagements
"Nonsense. Broad public support for immigration depends on having a rules based system. That means not rewarding people who violate our fair and generous laws. Giving scarce permanent residency positions to foreign students who overstay their visas after a brief stint at a bogus diploma mill; or to fake asylum claimants et al means blocking highly qualified newcomers selected through the points system. Thats a choice to continue the Trudeau governments disastrous decision to turn Canadas historically successful high human capital immigration system into a system based on commodifying low"
X Link 2026-02-06T17:48Z 297.7K followers, 74.7K engagements
"Doug Saunders - Carneys choice: Ice out illegal migrants or treat them like the assets they are https://www.theglobeandmail.com/opinion/article-carneys-choice-ice-out-illegal-migrants-or-treat-them-like-the-assets/ https://www.theglobeandmail.com/opinion/article-carneys-choice-ice-out-illegal-migrants-or-treat-them-like-the-assets/"
X Link 2026-02-06T16:12Z 164.7K followers, 90.8K engagements
"Liberal inaction has turned Canada into a safe harbour for senior officials of the Iranian regime with only one deportation in years to show for it. Latest alleged Iranian regime official found in Canada wants his identity hidden https://globalnews.ca/news/11645039/latest-iranian-regime-official-canada-deportation-secrecy/ http://Globalnews.ca https://globalnews.ca/news/11645039/latest-iranian-regime-official-canada-deportation-secrecy/ http://Globalnews.ca"
X Link 2026-02-06T16:42Z 126.6K followers, 40.4K engagements
"How has this organization retained any credibility with media or civil society when its assumptions are consistently wrong [--] They warned the Darlington Refurbishment would cost $35B with massive overruns nearly 3x reality. Reality: completed $150M under budget and ahead of schedule. [--] They claimed Ontario didnt need new nuclear because electricity demand would stay flat and surplus power existed. Reality: demand is now surging. [--] They claimed renewables and conservation could replace 24/7 nuclear without reliability or cost risks. Reality: the IESO has been clear that rising demand through"
X Link 2026-02-04T22:18Z 82.6K followers, 11.5K engagements
"RT @CIJAinfo: [------] people in downtown Toronto calling for a better future for the people of Iran. No arrests. When protestors are peac"
X Link 2026-02-03T12:53Z [----] followers, [---] engagements
"150000 people in downtown Toronto calling for a better future for the people of Iran. No arrests. When protestors are peaceful and lawful outcomes look different. Canadians should not have to accept incitement to violence blockades harassment or the intimidation of citizens as normal protest behaviour. https://twitter.com/i/web/status/2018476580721332693 https://twitter.com/i/web/status/2018476580721332693"
X Link 2026-02-03T00:08Z 28.7K followers, 37.2K engagements
"150000 demonstrators and zero incidents. Thanks to the meticulous planning effective ontheground work and professionalism of our members and specialized units yesterdays event in the heart of our city remained safe and peaceful"
X Link 2026-02-02T20:39Z 439K followers, 3.3M engagements
"If your hot take after @PierrePoilievres resounding victory and unifying speech is Liberals are more Canadian than Conservatives check yourself. We have a divided electorate a hung parliament two provinces considering secession womens rights are compromised for rapists in our courts and Montreal Toronto and Ottawa often over taken with pro terrorist sympathizers. If thats what you think is working youre doing it wrong"
X Link 2026-01-31T14:01Z 36.3K followers, 77.4K engagements
"RT @alanfryermedia: Conservatives are now seen as the party of young people and blue collar workers while the Liberals mainly represent an"
X Link 2026-01-31T18:43Z [----] followers, [---] engagements
"Conservatives are now seen as the party of young people and blue collar workers while the Liberals mainly represent an older better off demographic sitting on a pile of home equity. As for the NDP they just hate Israel. Our deep dive on blue collar workers finds many Canadians still see the NDP as the party that does the most to help blue collar workers - but very few blue collar workers themselves feel this way. Read the full analysis: https://t.co/d7Wt8bQuFN https://t.co/1QHwn449Zy Our deep dive on blue collar workers finds many Canadians still see the NDP as the party that does the most to"
X Link 2026-01-30T22:51Z 23K followers, 18.1K engagements
"Our deep dive on blue collar workers finds many Canadians still see the NDP as the party that does the most to help blue collar workers - but very few blue collar workers themselves feel this way. Read the full analysis: https://pollarastrategicinsights.substack.com/p/blue-collar-da-ba-dee https://pollarastrategicinsights.substack.com/p/blue-collar-da-ba-dee"
X Link 2026-01-30T13:00Z [----] followers, 83.2K engagements
"For the record: What has Canada become Canada likes to boast about having one of the most educated populations on earth but when it comes to Trump Derangement Syndrome it behaves like the global capital of political hysteria. What passes for education has curdled into progressive indoctrination so deep that basic objectivity and critical thought have become niche pursuits rather than civic norms. Carneys Davos grandstanding about Canada as a moral superpower is a case study in this selfcongratulatory delusion all rhetoric and posture no serious reckoning with power or trade realities. Common"
X Link 2026-01-29T11:38Z 73.2K followers, 203.3K engagements
"RT @BradWall306: It was a well written speech good politics at home. But not what the country needed. The CUSMA review starts in [--] months"
X Link 2026-01-29T21:04Z [----] followers, [---] engagements
"It was a well written speech good politics at home. But not what the country needed. The CUSMA review starts in [--] months. No 'middle power' arrangement comes even close to that economic opportunity and risk for Canada. CUSMA not politics at home has to be the PM's #1 priority @BradWall306: Mark Carneys Davos speech made things worse with the very people we need to make a deal with https://t.co/u118BGYozm https://t.co/zQsjd0P3to @BradWall306: Mark Carneys Davos speech made things worse with the very people we need to make a deal with https://t.co/u118BGYozm https://t.co/zQsjd0P3to"
X Link 2026-01-29T14:01Z 105.5K followers, 78.6K engagements
"@BradWall306: Mark Carneys Davos speech made things worse with the very people we need to make a deal with https://pipelineonline.ca/brad-wall-mark-carneys-davos-speech-made-things-worse-with-the-very-people-we-need-to-make-a-deal-with/ https://pipelineonline.ca/brad-wall-mark-carneys-davos-speech-made-things-worse-with-the-very-people-we-need-to-make-a-deal-with/"
X Link 2026-01-29T12:49Z [----] followers, 51.1K engagements
"We Don't Talk About Iran But 30K To 50K Protesters Have Been Murdered By The Iranian Government Why doesn't the world pay much attention to this horrific event Maybe because Iran is a closed society particularly now with most Communication shut down So many killed 2/"
X Link 2026-01-27T14:47Z 108.8K followers, 184.7K engagements
"RT @ShaleTier7: Whitecap begins to bring on multiple Attachie-sized assets over the next few years along with having multiple more througho"
X Link 2026-01-27T01:14Z [----] followers, [--] engagements
"Whitecap begins to bring on multiple Attachie-sized assets over the next few years along with having multiple more throughout the portfolio 🧠 WCP ARX market cap WCP ARX market cap"
X Link 2026-01-27T00:38Z [----] followers, [----] engagements
"WCP ARX market cap"
X Link 2026-01-26T21:17Z [----] followers, 12.4K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::DSteinmoeller