# ![@NewcomerInvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1461423944842584072.png) @NewcomerInvest Newcomer Investor

Newcomer Investor's portfolio is heavily weighted towards Brookfield Corporation ($BN) and Abaxx Technologies ($ABXX), with the investor expressing confidence in both companies' growth potential. The investor has also been adding to positions in PayPal ($PYPL) and EQ Bank ($EQB), while reducing or exiting positions in other stocks. Franco-Nevada ($FNV) and Fairfax Financial ($FFH) are also among the investor's holdings, with the investor praising their long-term performance and growth prospects.

### Engagements: [-----] [#](/creator/twitter::1461423944842584072/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1461423944842584072/c:line/m:interactions.svg)

- [--] Week [------] -40%
- [--] Month [-------] +33%
- [--] Months [---------] +8.10%
- [--] Year [---------] -32%

### Mentions: [--] [#](/creator/twitter::1461423944842584072/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1461423944842584072/c:line/m:posts_active.svg)

- [--] Week [---] +3%
- [--] Month [---] +46%
- [--] Months [---] -1.90%
- [--] Year [-----] -31%

### Followers: [-----] [#](/creator/twitter::1461423944842584072/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1461423944842584072/c:line/m:followers.svg)

- [--] Week [-----] +0.13%
- [--] Month [-----] +1.20%
- [--] Months [-----] +9.40%
- [--] Year [-----] +25%

### CreatorRank: [-------] [#](/creator/twitter::1461423944842584072/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1461423944842584072/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  100% [stocks](/list/stocks)  46.45% [cryptocurrencies](/list/cryptocurrencies)  8.39% [technology brands](/list/technology-brands)  7.1% [countries](/list/countries)  3.87% [currencies](/list/currencies)  1.94% [fashion brands](/list/fashion-brands)  1.29% [travel destinations](/list/travel-destinations)  0.65% [exchanges](/list/exchanges)  0.65% [musicians](/list/musicians)  0.65%

**Social topic influence**
[$tri](/topic/$tri) #5, [$bn](/topic/$bn) #19, [dividend](/topic/dividend) #277, [business](/topic/business) 12.26%, [thomson reuters](/topic/thomson-reuters) #10, [$fnv](/topic/$fnv) #682, [$bam](/topic/$bam) #13, [franco nevada](/topic/franco-nevada) #2, [$eqb](/topic/$eqb) #1, [in the](/topic/in-the) 7.74%

**Top accounts mentioned or mentioned by**
[@thewiseic](/creator/undefined) [@drunkdividends](/creator/undefined) [@divgrojourney](/creator/undefined) [@pronkdaniel](/creator/undefined) [@settlingnomads](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@qualityinvest5](/creator/undefined) [@claudiaburdon](/creator/undefined) [@trendbullish](/creator/undefined) [@cdinewsletter](/creator/undefined) [@gvdinvestor](/creator/undefined) [@ajbutton2](/creator/undefined) [@thewealthtrap](/creator/undefined) [@mgregbrown](/creator/undefined) [@inthemoneypod](/creator/undefined) [@shawnmacias](/creator/undefined) [@muzzlebuster](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@21failbot](/creator/undefined)

**Top assets mentioned**
[Thomson Reuters Corporation (TRI)](/topic/$tri) [Brookfield Corporation (BN)](/topic/$bn) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Equilibria Finance (EQB)](/topic/$eqb) [Algonquin Power & Utilities Corp (AQN)](/topic/$aqn) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [Restaurant Brands International Inc. (QSR)](/topic/$qsr) [Brookfield Renewable Corporation Class A Subordinate Voting Shares (BEPC)](/topic/$bepc) [Mastercard, Inc. (MA)](/topic/$ma) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [S&P Global Inc (SPGI)](/topic/$spgi) [Under Armour Inc Class C (UA)](/topic/$ua) [Fortis Inc. Common Shares (FTS)](/topic/$fts) [LTO Network (LTO)](/topic/$lto) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CNR Canadian National Railway The rails are quite literally the veins of our economy moving metals oil & gas grain chemicals forest products coal and more. - Irreplaceable 3-coast network - Duopoly with $CPKC - [--] consecutive dividend increases (Yield: 2.6%)"  
[X Link](https://x.com/NewcomerInvest/status/2020291530758684676)  2026-02-08T00:20Z [----] followers, [---] engagements


"Wow. $BN $BAM insiders bought $100 million worth of shares since the spinoff 😳"  
[X Link](https://x.com/NewcomerInvest/status/1656836639904202752)  2023-05-12T01:40Z [----] followers, 50.3K engagements


"BIG vote of confidence from RBC on two of my top holdings Brookfield Corp $BN Current price: $59.48 USD Price Target: $81 USD 🤯 Fairfax Financial $FFH $FRFHF Current Price: [-------] USD Price Target: $2050 USD 😄 Do you hold these stocks"  
[X Link](https://x.com/NewcomerInvest/status/1935472874242064554)  2025-06-18T23:01Z [----] followers, [----] engagements


"Ive held Brookfield Corp $BN for nearly [----] days Total return compounded at 17% annually in that time period Outstanding business. ❤"  
[X Link](https://x.com/NewcomerInvest/status/1945629160564822066)  2025-07-16T23:38Z [----] followers, 15.6K engagements


"NEWS: Brookfield Renewable $BEP to invest up to $1B in Isagen This will increase their existing stake to up to 38% of the business. Isagen owns largest hydro facility and produces 20% of the countrys annual renewable power output. $BN $BAM Heres a vid on Isagen: https://twitter.com/i/web/status/1946385742961291714 https://twitter.com/i/web/status/1946385742961291714"  
[X Link](https://x.com/NewcomerInvest/status/1946385742961291714)  2025-07-19T01:44Z [----] followers, 22.3K engagements


"Brookfield Renewable Q2 results came out Save this thread and see below. 🧵 $BEP $BEP.UN $BEPC $BN $BAM"  
[X Link](https://x.com/NewcomerInvest/status/1952177909340225893)  2025-08-04T01:20Z [----] followers, 17.8K engagements


"Brookfield Asset Management continues to deliver. $BAM"  
[X Link](https://x.com/NewcomerInvest/status/1986880817310711880)  2025-11-07T19:37Z [----] followers, 14.3K engagements


"$EQB ends a difficult FY [----]. Compared to 2024: Adjusted EPS: $11.03 to $8.90  19.3% Adjusted ROE: 15% to 11.3%  24.6% Book Value per Share: $77.51 to $81.31  4.9% EQ Bank Customers: [------] to [------]  18.3% Dividend declared: $0.49 to $0.57  16%"  
[X Link](https://x.com/NewcomerInvest/status/1996378384637841449)  2025-12-04T00:37Z [----] followers, [----] engagements


"Now looking at $EQB stocks difficult year - how much lower can it go Historically it has been an excellent buy when getting to 0.8x BV and below. My largest tranche of buying was 2022-2023 around that .8x valuation (around 55-60$ per share). Its also been a decent rule of thumb to buy Canadian banks at 52w lows (shoutout to @CDInewsletter for sharing that reminder every now and then) I am putting this back on my watchlist and may consider adding if we get to these really low valuations. https://twitter.com/i/web/status/1996385658256965867 https://twitter.com/i/web/status/1996385658256965867"  
[X Link](https://x.com/NewcomerInvest/status/1996385658256965867)  2025-12-04T01:06Z [----] followers, [----] engagements


"So far a very positive reaction. $EQB"  
[X Link](https://x.com/NewcomerInvest/status/1996615166981738583)  2025-12-04T16:18Z [----] followers, [----] engagements


"Lots to like with $EQB s PC Financial deal but this is the biggest piece for me. These are [--] different businesses with complementary revenue streams. EQ wanted to increase their share of non-interest revenue and PC brings that via interchange and card-related fees"  
[X Link](https://x.com/NewcomerInvest/status/1996784457244987754)  2025-12-05T03:31Z [----] followers, [----] engagements


"Excellent article on the $EQB deal This week in the newsletter I take a much closer look at the $EQB.to and $L.to banking deal one I think could actually achieve a rare win/win for both companies. https://t.co/zBWmZyapJ9 This week in the newsletter I take a much closer look at the $EQB.to and $L.to banking deal one I think could actually achieve a rare win/win for both companies. https://t.co/zBWmZyapJ9"  
[X Link](https://x.com/NewcomerInvest/status/1997698631756116308)  2025-12-07T16:04Z [----] followers, [----] engagements


"$EQB appreciation post - Im traveling to the UAE and Oman shortly. Went to the closest ATM (CIBC) to withdraw some cash with my EQ card - EQ reimburses all Canadian ATM fees. Called customer service to let them know Im traveling with the card. Reached someone within a few seconds. - No problem. Both countries are covered. - EQ card has no foreign transaction fees. Paying with it is my cheapest option compared to all my other cards. I am really fond of companies that make things easy for customers. This is a great product. https://twitter.com/i/web/status/2002027182919487831"  
[X Link](https://x.com/NewcomerInvest/status/2002027182919487831)  2025-12-19T14:44Z [----] followers, [----] engagements


"10/10 experience with the $EQB card during my trip. Thanks again @EQBank 🙌🏽😁 $EQB appreciation post - Im traveling to the UAE and Oman shortly. Went to the closest ATM (CIBC) to withdraw some cash with my EQ card - EQ reimburses all Canadian ATM fees. Called customer service to let them know Im traveling with the card. Reached someone within a few https://t.co/eV3z8b7vIy $EQB appreciation post - Im traveling to the UAE and Oman shortly. Went to the closest ATM (CIBC) to withdraw some cash with my EQ card - EQ reimburses all Canadian ATM fees. Called customer service to let them know Im"  
[X Link](https://x.com/NewcomerInvest/status/2008171900946526363)  2026-01-05T13:41Z [----] followers, [----] engagements


"Another thread on why I love Fairfax @DrunkDividends @LazaroInvestor @PronkDaniel @SettlingNomads @AJButton2 @DividendDynasty @Mrsthtoadd @BrownMarubozu @Mindset4Money_X @thewealthtrap"  
[X Link](https://x.com/NewcomerInvest/status/2008496998576717986)  2026-01-06T11:12Z [----] followers, [---] engagements


"Date: Jan [--] Stock: $ATD.TO Action: Sell (Partial Position) Price: C$75.22 Rationale: I am looking to raise cash in preparation of starting a new position. Position size in $ATD was large such that I am happy taking some profits while staying invested. I have sold about 1/3 of my position. https://twitter.com/i/web/status/2009647464077242792 https://twitter.com/i/web/status/2009647464077242792"  
[X Link](https://x.com/NewcomerInvest/status/2009647464077242792)  2026-01-09T15:24Z [----] followers, [---] engagements


"Moving to Uranium. ☢ Its discussed less than popular commodities like oil and gas yet its incredibly important. This is the key fuel powering nuclear reactors worldwide. Its a critical commodity for our transition to a low-carbon world. Canada is 2nd largest producer"  
[X Link](https://x.com/NewcomerInvest/status/2010329022673412569)  2026-01-11T12:32Z [----] followers, [---] engagements


"So how to get exposure Cameco is the Western worlds leading uranium company. In an increasingly fractured world where nations compete for strategic resources Cameco is a tremendous asset for our country and will continue to supply allies. $CCO.TO"  
[X Link](https://x.com/NewcomerInvest/status/2010330202459840918)  2026-01-11T12:37Z [----] followers, [---] engagements


"What are my plans Im moving with caution. Very happy with the portfolio as is have a decent cash position after taking some profits for the first time in a really long time. Very very interested in this name but also mindful of my habit of buying falling knives (ie. PayPal got in too early a few months ago). But with a long time horizon I think $TRI will do very well from here. I think this would be a great add to the portfolio very much fits the type of company that i like - large cap dominant position but lots of room to grow. This and $CSU are the two most intriguing opportunities for me"  
[X Link](https://x.com/NewcomerInvest/status/2010532438217195870)  2026-01-12T02:01Z [----] followers, [---] engagements


"Forgot to add (very important) as Ive learned from my $AQN mistake. Balance sheet MUST be impeccable to be considered as an addition to the portfolio. $TRI leverage is very low. They are extremely conservative with their debt. I like that a lot"  
[X Link](https://x.com/NewcomerInvest/status/2010687860320473437)  2026-01-12T12:18Z [----] followers, [---] engagements


"The Four Horsemen of epic Canadian capital allocators For the first time in [--] years of investing I simultaneously own all their companies I feel like Thanos $BN $CSU $FFH $FNV"  
[X Link](https://x.com/NewcomerInvest/status/2011589267089473684)  2026-01-15T00:00Z [----] followers, 29.4K engagements


"If youre not familiar with these companies My Fairfax Financial $FFH thread: Fairfax $FFH is one of North Americas best kept secrets. Its been one of the best performing stocks since its IPO in [----]. And its STILL SUPER CHEAP Read this thread to understand why we call it Canadas Berkshire $BRK.B 🧵 https://t.co/DMui2SoBHB Fairfax $FFH is one of North Americas best kept secrets. Its been one of the best performing stocks since its IPO in [----]. And its STILL SUPER CHEAP Read this thread to understand why we call it Canadas Berkshire $BRK.B 🧵 https://t.co/DMui2SoBHB"  
[X Link](https://x.com/NewcomerInvest/status/2011798661521424590)  2026-01-15T13:52Z [----] followers, [----] engagements


"My Franco Nevada thread: Franco Nevada $FNV is the BEST stock youve never heard of Heres why Ive made it one of my LARGEST holdings (a thread 🧵) https://t.co/nCOvSuA5lo Franco Nevada $FNV is the BEST stock youve never heard of Heres why Ive made it one of my LARGEST holdings (a thread 🧵) https://t.co/nCOvSuA5lo"  
[X Link](https://x.com/NewcomerInvest/status/2011798770514579824)  2026-01-15T13:52Z [----] followers, [----] engagements


"@mgregbrown majority of their business operations are in the US or conducted in USDs As a result they report their earnings in USD and pay dividends in USD Its the same as some other Canadian companies like $BN $AQN"  
[X Link](https://x.com/NewcomerInvest/status/2012524279766605831)  2026-01-17T13:55Z [----] followers, [---] engagements


"@TheWiseIC @AVibrantDreamer $15/share no special dividend"  
[X Link](https://x.com/NewcomerInvest/status/2013006840615895507)  2026-01-18T21:53Z [----] followers, [--] engagements


"Thomson Reuters now is looking really great. 🙌🏽🙌🏽🙌🏽🙌🏽 $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2013405202926190792)  2026-01-20T00:16Z [----] followers, [----] engagements


"Excellent $EQB "We are buying back stock everyday we've bought back more shares since I've joined (5 months) than our combined history." The new CEO of EQB Chadwick Westlake gets candid on @inthemoneypod Find out why they've been aggressively buying back stock $EQB.to Watch the full https://t.co/RJsDP5naZp "We are buying back stock everyday we've bought back more shares since I've joined (5 months) than our combined history." The new CEO of EQB Chadwick Westlake gets candid on @inthemoneypod Find out why they've been aggressively buying back stock $EQB.to Watch the full https://t.co/RJsDP5naZp"  
[X Link](https://x.com/NewcomerInvest/status/2013661043323494819)  2026-01-20T17:12Z [----] followers, [----] engagements


"Date: Jan [--] Stock: Thomson Reuters $TRI.TO Action: Buy (ADD TO POSITION) Price: C$164.16 Rationale: DCA on an incredible business. Will continue building up this position 🙌🏽"  
[X Link](https://x.com/NewcomerInvest/status/2014019398617485710)  2026-01-21T16:56Z [----] followers, [---] engagements


"New $EQB CEOs interview on @inthemoneypod was a slam dunk. Future is looking excellent for Canadas Challenger Bank Highly recommend listening for anyone looking to better understand what theyre about. https://open.spotify.com/episode/2hmCH2j8COc4fcL4kEXA9hsi=BO-h9QF2Sg-HRdjqiAygFQ&t=2543&ct=2470 https://open.spotify.com/episode/2hmCH2j8COc4fcL4kEXA9hsi=BO-h9QF2Sg-HRdjqiAygFQ&t=2543&ct=2470"  
[X Link](https://x.com/NewcomerInvest/status/2014313322032545808)  2026-01-22T12:24Z [----] followers, [---] engagements


"Date: Jan [--] Stock 1: Disney $DIS.TO Action: Sell (EXIT POSITION) Price: C$12.61 Rationale: Like the company but sold to reallocate to a better opportunity. Stock 2: Constellation Software $CSU.TO Action: Buy (ADD TO POSITION) Price: C$2782.05 Rationale: I think it will turn out to be an excellent 10y investment from here https://twitter.com/i/web/status/2014717773629255896 https://twitter.com/i/web/status/2014717773629255896"  
[X Link](https://x.com/NewcomerInvest/status/2014717773629255896)  2026-01-23T15:12Z [----] followers, [---] engagements


"Your best returns come from buying at low prices Im thrilled to have finally purchased some $CSU over the last few days. At C$2900 average price I dont know (nor care) about what itll trade at in the next 6M or 1Y. But I feel great about the next [--] to 10Y"  
[X Link](https://x.com/NewcomerInvest/status/2014763748083351576)  2026-01-23T18:14Z [----] followers, 10.5K engagements


"What are companies around $1B MC or less that you believe can realistically compound for a LONG time I have $ABXX and $KITS which I both consider in this category. Looking to do some DD on more opportunities 🤔"  
[X Link](https://x.com/NewcomerInvest/status/2015098898109313195)  2026-01-24T16:26Z [----] followers, [----] engagements


"Portfolio as of today. Top [--] are almost 3/4 of the portfolio. 👑  Brookfield Corporation $BN 13.7% of portfolio 🏆  %: Abaxx Technologies $ABXX +349% 👺  % Algonquin Power $AQN -52% (note: doesnt include dividends received.) 🗓  S&P [---] ETF $VFV January [----] 🎉  Constellation Software $CSU January [----] As stated previously it is incredibly rare for the market to deliver great returns so many years in a row. I expect and am prepared for [----] to deliver us a market correction. I plan to remain invested throughout and simply DCA into the best opportunities I can see. In terms of focus were in it"  
[X Link](https://x.com/NewcomerInvest/status/2015158729285538117)  2026-01-24T20:24Z [----] followers, [----] engagements


"Lowkey shiny rock investment company $FNV outperforms world-renowned Mastercard $MA over [--] years 🤨"  
[X Link](https://x.com/NewcomerInvest/status/2015164117447803149)  2026-01-24T20:45Z [----] followers, [----] engagements


"Even more over just the last [--] years. $FNV $MA"  
[X Link](https://x.com/NewcomerInvest/status/2015164271873732765)  2026-01-24T20:46Z [----] followers, [---] engagements


"Speaking of opportunities companies on my radar right now- Thomson Reuters $TRI. Started a position recently. Im of the firm belief that theyll still be around [--] years from now and more profitable than ever before"  
[X Link](https://x.com/NewcomerInvest/status/2015165119836143966)  2026-01-24T20:49Z [----] followers, [----] engagements


"Same goes with Constellation Software. Will AI hurt them Debatable. I think weve got a great chance to buy Canadas best serial acquirer at a reasonable price now. $CSU"  
[X Link](https://x.com/NewcomerInvest/status/2015165298677031012)  2026-01-24T20:50Z [----] followers, [----] engagements


"Franco Nevada $FNV declares 19th consecutive annual dividend increase: a 16% hike to $0.44 The gold investment that works"  
[X Link](https://x.com/NewcomerInvest/status/2015767948594421958)  2026-01-26T12:45Z [----] followers, [----] engagements


"@TheWiseIC $BN 💪🏽 the hidden tech stock"  
[X Link](https://x.com/NewcomerInvest/status/2015932014122185022)  2026-01-26T23:37Z [----] followers, [---] engagements


"@TheWiseIC $BN"  
[X Link](https://x.com/NewcomerInvest/status/2016285384225812571)  2026-01-27T23:01Z [----] followers, [---] engagements


"At what point does it become time to take significant profits $FNV BREAKING: Spot gold prices extend gains to +$500/oz over the last [--] hours now above a record $5500/oz. Gold just added +$3.5 TRILLION of market cap in [--] hours. https://t.co/Bbdw0GmXSF BREAKING: Spot gold prices extend gains to +$500/oz over the last [--] hours now above a record $5500/oz. Gold just added +$3.5 TRILLION of market cap in [--] hours. https://t.co/Bbdw0GmXSF"  
[X Link](https://x.com/NewcomerInvest/status/2016704118492983790)  2026-01-29T02:45Z [----] followers, [----] engagements


"@TheWiseIC 3.5% yield isnt very high BUT huge dividend grower - will increase double digit at least for the next 2-3 years Great buy at current price"  
[X Link](https://x.com/NewcomerInvest/status/2016912588756402522)  2026-01-29T16:33Z [----] followers, [---] engagements


"Canadian National Railway $CNR wraps up [----] A year of improvements with all KPIs going in the right direction: +1% RTMs +2% Revenues +5% Net cash from operations +7% Adjusted EPS +8% FCF The company also bought back $2B worth of shares at an avg price of C$134.44"  
[X Link](https://x.com/NewcomerInvest/status/2017225593914261525)  2026-01-30T13:17Z [----] followers, [----] engagements


"Outlook for [----] is 🥲 though they may also just be more conservative as they indicated they would do in the prior earnings call. Guiding for flat RTM growth and for EPS to slightly exceed that. 3% dividend increase (their lowest ever) and renewed buyback program"  
[X Link](https://x.com/NewcomerInvest/status/2017226365070622900)  2026-01-30T13:20Z [----] followers, [----] engagements


"STOCK [--] Date: Jan [--] Stock: Thomson Reuters $TRI.TO Action: Buy (ADD TO POSITION) Price: C$150.53 Rationale: More DCA on an incredible business. Doubled my (still very small) position. Very excited about these opportunities now. Will continue building it throughout the year STOCK [--] Date: Jan [--] Stock: Franco Nevada $FNV.TO Action: Sell (REDUCE POSITION) Price: C$330 Rationale: Very small trim. Taking more profits on a winner https://twitter.com/i/web/status/2017273473500860571 https://twitter.com/i/web/status/2017273473500860571"  
[X Link](https://x.com/NewcomerInvest/status/2017273473500860571)  2026-01-30T16:27Z [----] followers, [---] engagements


"Added more $TRI.TO today Valuation at a multiyear low. Price back to [----] levels. Fundamentals still very strong great organic growth on core businesses. THAT is a combination I like to see Those opportunities are great for long term investors with multiyear outlooks"  
[X Link](https://x.com/NewcomerInvest/status/2017275302641098779)  2026-01-30T16:34Z [----] followers, [----] engagements


"@TheWiseIC @WideMoatCzar 😨"  
[X Link](https://x.com/NewcomerInvest/status/2017276901392355423)  2026-01-30T16:41Z [----] followers, [--] engagements


"@Mindset4Money_X love your portfolio $CSU $BN 💪🏽💪🏽"  
[X Link](https://x.com/NewcomerInvest/status/2017402324235301232)  2026-01-31T00:59Z [----] followers, [---] engagements


"@chettan_guevara $TRI owns Westlaw - the US most comprehensive legal research database. Proprietary data. Theyve now added lots of new AI services on top. No legal firm in the world is going to try to vibe code an app with ChatGPT to replace that"  
[X Link](https://x.com/NewcomerInvest/status/2017431299942748272)  2026-01-31T02:54Z [----] followers, [----] engagements


"FEBRUARY 1ST PORTFOLIO UPDATE Average YTD Holdings Performance: -3.46% World ETF Performance: +1.26% YTD Winners: +15.68% $BABA Alibaba +10.99% $FNV Franco Nevada +9.66% $KITS Kits Eyecare +6.99% $AQN Algonquin Power +5.49% $NPI Northland Power +1.27% $EQB EQ Bank +1.26% $XEQT World ETF YTD Losers: -0.28% $VFV S&P [---] ETF -1.69% $QSR Restaurant Brands International -2.41% $BN Brookfield Corporation -4.4% $CNR Canadian National Railway -5.91% $BAM Brookfield Asset Management -6.38% $ATD Alimentation Couche-Tard -7.95% $GIB.A CGI Inc -8.1% $ENGH Enghouse Systems -9.75% $PYPL PayPal Holdings"  
[X Link](https://x.com/NewcomerInvest/status/2018025830232846830)  2026-02-01T18:17Z [----] followers, [----] engagements


"First we need to understand the history: 1872: John B. West starts West Publishing a small book business in Minnesota selling legal books to lawyers. As court cases exploded lawyers spent ENDLESS hours searching for similar precedents"  
[X Link](https://x.com/NewcomerInvest/status/2018056184582803467)  2026-02-01T20:17Z [----] followers, [---] engagements


"In [----] West Publishing spots an opportunity and introduces their original moat-builder: the West Key Number System. This classifies every point of law in cases by topic and unique key number organizing the entire body of American law. $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2018056366242369671)  2026-02-01T20:18Z [----] followers, [---] engagements


"Via excellent business savvy + support from the American Bar Association West aggressively marketed this system. Lawyers courts schools and publishers adopted it widely. It spread and became the standard for finding similar cases across US states"  
[X Link](https://x.com/NewcomerInvest/status/2018056790374543549)  2026-02-01T20:20Z [----] followers, [---] engagements


"The system is proprietary to Thomson Reuters (copyrighted and trademarked). Competitors can't copy it Its a classic 20th-century network effect and first-mover advantage. By [----] as Westlaw went digital the taxonomy was embedded everywhere"  
[X Link](https://x.com/NewcomerInvest/status/2018057131321176110)  2026-02-01T20:21Z [----] followers, [---] engagements


"More innovations followed. In [----] they launched the first legal search engine. As CEO Steve Hasker says weve been in the search business longer than Google Then came web access smarter relevance AI analytics and now generative AI like CoCounsel integrated into Westlaw"  
[X Link](https://x.com/NewcomerInvest/status/2018057506304516251)  2026-02-01T20:22Z [----] followers, [---] engagements


"People now worry that AI will hurt $TRI. But who wins A new startup OR $TRI which has: a) massive resources b) deep in-house AI talent c) AI already embedded to improve its products d) thousands of individual & corporate customers trained on Westlaw since law school"  
[X Link](https://x.com/NewcomerInvest/status/2018058655669666140)  2026-02-01T20:27Z [----] followers, [----] engagements


"A lawyer friend at a top law firm says they use Westlaw daily. I asked what she thought of them vibe coding their own versions with ChatGPT to not have to use $TRI tools anymore. She found that hilarious and absurd. why waste our time doing that when our tools work 😂"  
[X Link](https://x.com/NewcomerInvest/status/2018060539356701019)  2026-02-01T20:35Z [----] followers, [---] engagements


"Westlaw subscription can cost a few thousand $/yr per lawyer. That's just a few billable hrs for a high-billing partner & a fraction of what they bill in a month (or week). Its treated as overhead (or client chargeback) because time savings from fast accurate research far outweigh the costs"  
[X Link](https://x.com/NewcomerInvest/status/2018063926597210545)  2026-02-01T20:48Z [----] followers, [---] engagements


"i would place $AXP last because from what I understand its a little less globally diversified than the other two. I view the others as interchangeable(ish) though there are lots of factors here and there that Im not aware of that Im sure would make one preferable over the other. https://twitter.com/i/web/status/2018069287932502218 https://twitter.com/i/web/status/2018069287932502218"  
[X Link](https://x.com/NewcomerInvest/status/2018069287932502218)  2026-02-01T21:09Z [----] followers, [---] engagements


"@DrunkDividends @DivGrojourney @LazaroInvestor @PronkDaniel @Mindset4Money_X @SettlingNomads @shawnmacias_ @AJButton2 @TheWiseIC $TRI isnt a law firm; its the company that makes the tools that law firms use to function and is now selling AI products into those services 😄"  
[X Link](https://x.com/NewcomerInvest/status/2018097049057505648)  2026-02-01T23:00Z [----] followers, [---] engagements


"Date: Feb [--] Stock: Thomson Reuters $TRI.TO Price: C$150.49 Rationale: DCA throughout the year as planned"  
[X Link](https://x.com/NewcomerInvest/status/2018345288922972287)  2026-02-02T15:26Z [----] followers, [---] engagements


"@QualityInvest5 The earnings were good but the market cannot handle the idea of one year of earnings dip 😤"  
[X Link](https://x.com/NewcomerInvest/status/2018665067076849880)  2026-02-03T12:37Z [----] followers, [---] engagements


"@TheWiseIC I just bought a $PYPL position in [----] but not adding in [----] Uber is on my watchlist but right now i prefer to buy $CSU and $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2018674672880030138)  2026-02-03T13:15Z [----] followers, [---] engagements


"Date: Feb [--] Stock: Thomson Reuters $TRI.TO Price: C$118.38 Rationale: DCA throughout the year as planned"  
[X Link](https://x.com/NewcomerInvest/status/2018736955748475260)  2026-02-03T17:22Z [----] followers, [---] engagements


"@ClaudiaBurdon I did"  
[X Link](https://x.com/NewcomerInvest/status/2018736985880351064)  2026-02-03T17:22Z [----] followers, [--] engagements


"Moments like today are great reminders: Holding some cash is never a bad thing (shoutout @TheWiseIC)  Concentrated portfolios can work great in a bull run but can be dangerous in market downturns. ETFs are awesome. I still have high hopes to make $XEQT my largest position one day Equally important is position sizing: if a stock is higher risk the position size should reflect that and be small. Buying falling knives can only work if you are prepared to hold and DCA over a multiyear period. If you're focused on the next quarter or two beware And ultimately: among the chaos great opportunities"  
[X Link](https://x.com/NewcomerInvest/status/2018739510495109120)  2026-02-03T17:33Z [----] followers, [----] engagements


"@ClaudiaBurdon It is correct. Vast majority of the business is owned by the Thomson family"  
[X Link](https://x.com/NewcomerInvest/status/2018746763687964944)  2026-02-03T18:01Z [----] followers, [--] engagements


"@ClaudiaBurdon Fun fact David Thomson was Canadas richest person as of early this year. Perhaps not after today 😅"  
[X Link](https://x.com/NewcomerInvest/status/2018748441309093944)  2026-02-03T18:08Z [----] followers, [--] engagements


"@TheWiseIC what are your thoughts on just buying a bit of both twice a month for the next 1-3 years To take the guessing out of it"  
[X Link](https://x.com/NewcomerInvest/status/2018871728395690061)  2026-02-04T02:18Z [----] followers, [---] engagements


"@PronkDaniel Daniel i completely agree with you Theres no doubt some disruption will come from AI But its also true that incumbents will leverage AI too to enhance their own company/products and wont give up without a fight. I think market places little value in that piece"  
[X Link](https://x.com/NewcomerInvest/status/2018889432183541993)  2026-02-04T03:28Z [----] followers, [----] engagements


"Stock took a haircut since posting this $TRI thread; Ive continued buying. Earnings are tomorrow- my expectation and hope here is continued high single digit organic growth (7-9% range) for FY25 for each of their Big [--] segments alongside a 8%+ dividend increase. Lets see Many investors overlook how dominant Thomson Reuters $TRI is in legal information technology. Legal makes up about 40% of $TRI's revenues and Westlaw is their crown jewel the essential tool for lawyers doing research. Lets take a closer look at the moat. 🧵 https://t.co/avGASlZzcC Many investors overlook how dominant Thomson"  
[X Link](https://x.com/NewcomerInvest/status/2019250117480694142)  2026-02-05T03:21Z [----] followers, [----] engagements


"Update: Big [--] Organic growth 9% Dividend growth 10% (33rd consecutive increase) $TRI Stock took a haircut since posting this $TRI thread; Ive continued buying. Earnings are tomorrow- my expectation and hope here is continued high single digit organic growth (7-9% range) for FY25 for each of their Big [--] segments alongside a 8%+ dividend increase. Lets see Stock took a haircut since posting this $TRI thread; Ive continued buying. Earnings are tomorrow- my expectation and hope here is continued high single digit organic growth (7-9% range) for FY25 for each of their Big [--] segments alongside a"  
[X Link](https://x.com/NewcomerInvest/status/2019376917905043940)  2026-02-05T11:45Z [----] followers, [----] engagements


"Date: Feb [--] Stock: Thomson Reuters $TRI.TO Price: C$120.54 Rationale: DCA as planned - great company at a great price"  
[X Link](https://x.com/NewcomerInvest/status/2019801263655862303)  2026-02-06T15:52Z [----] followers, [---] engagements


"THE NUMBERS: Organic Revenue Growth: +7% Company Total Big 3: +11% Tax Audit & Accounting +9% Corporates +8% Legal The Big [--] above comprise over 80% of Thomsons total revenues and all continuing to grow well. Performance from the smaller segments was more modest with Reuters +1% & Global Print -5% Organic Growth as expected. Company met or exceeded their guidance on major KPIs including Total Revenue Organic Revenue FCF Adj EBITDA Margin. https://twitter.com/i/web/status/2019811190927425783 https://twitter.com/i/web/status/2019811190927425783"  
[X Link](https://x.com/NewcomerInvest/status/2019811190927425783)  2026-02-06T16:31Z [----] followers, [---] engagements


"RETURNING CASH TO SHAREHOLDERS -Company hiked dividend by 10%; 33rd consecutive annual dividend increase and fifth consecutive 10% increase. This is close to a a 3% dividend yield their highest in a long time -Completed $1B buyback program in [----]. -For [----] theyre indicating a goal of returning 75% of FCF to shareholders via dividend and buyback. I suspect they will dial that % up to accelerate their buybacks mgmt believes current price is very attractive. https://twitter.com/i/web/status/2019811367922860182 https://twitter.com/i/web/status/2019811367922860182"  
[X Link](https://x.com/NewcomerInvest/status/2019811367922860182)  2026-02-06T16:32Z [----] followers, [---] engagements


"FISCAL CAPACITY -Balance sheet is rock solid. Low leverage (0.6x net debt to EBITDA below their target). Plenty of cash and credit capacity for flexibility. Free cash flow came in at $1.95B for the year up high single digit. -Their Capital Capacity should grow to $11B by [----] and is expected to provide significant organic and inorganic growth opportunities and they are continuing to assess acquisition candidates. This is an important point. They deployed $850M this year on acquisitions including Safesend Additive Timebase and Imgn. And they will have almost 13x that amount available to deploy"  
[X Link](https://x.com/NewcomerInvest/status/2019812112252436620)  2026-02-06T16:35Z [----] followers, [---] engagements


"ARTIFICIAL INTELLIGENCE Mgmt is optimistic. They are seeing real benefits from AI investments. GenAI products are gaining traction fast in their core markets. They view AI as a tool to strengthen their moat rather than a major threat right now. On that subject Legal segment growth excluding cancelled US govt contracts (not AI related.) is ACCELERATING due to strong embrace of their AI products especially from the private sector. They see this momentum continuing in [----]. https://twitter.com/i/web/status/2019812643213541649 https://twitter.com/i/web/status/2019812643213541649"  
[X Link](https://x.com/NewcomerInvest/status/2019812643213541649)  2026-02-06T16:37Z [----] followers, [---] engagements


"M&A More thoughts on how they like to do M&A: - walk away from most opportunities and buy only the very best - the current SaaSpocalypse could present an opportunity to buy great assets at a better price"  
[X Link](https://x.com/NewcomerInvest/status/2019817064475889719)  2026-02-06T16:54Z [----] followers, [---] engagements


"Ive taken advantage of the dip and added more today. In the fullness of time I think theyll turn out to do very well. $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2019818373425852710)  2026-02-06T17:00Z [----] followers, [---] engagements


"The issue is that Anthropic does not have access to the proprietary data that so many lawyers use for their research. I think theres lots of space for them and other new entrants to make inroads in improving workflows and doing paralegal type work (contract drafting etc). But its very hard to imagine them replacing the trusted platforms that own editorially enhanced content in high stakes litigation work A Big Law firm is not going to cancel a $500/month contract with $TRI to sign up for a $9.99/month contract with a new vibe-coded company when they deal with extremely high stakes work with"  
[X Link](https://x.com/NewcomerInvest/status/2019822895602524308)  2026-02-06T17:17Z [----] followers, [---] engagements


"Microsoft nor Anthropic do not have thousands of in-house attorney editors who curate and review content to enhance the value of their platform. $TRI has decades worth of that content which belongs to them and which lawyers in top firms rely on every day. Again I would differentiate between lower-value work ie. what can be done by a paralegal such as drafting a contract and then higher-value work. $TRI has the whole bundle and everything needed to assist firms in both lower and higher value. New entrants can and certainly will compete in lower value work. But they will struggle to compete at"  
[X Link](https://x.com/NewcomerInvest/status/2019825905993216101)  2026-02-06T17:29Z [----] followers, [---] engagements


"@TheWiseIC They talk a lot about all these topics - would highly recommend listening to the full earnings call"  
[X Link](https://x.com/NewcomerInvest/status/2019873984230371632)  2026-02-06T20:40Z [----] followers, [--] engagements


"Moving on to a couple of charts. Big [--] Organic Growth accelerating $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2019898055689228730)  2026-02-06T22:16Z [----] followers, [---] engagements


"Forward P/E at multiyear lows. $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2019898172945100850)  2026-02-06T22:17Z [----] followers, [---] engagements


"Dividend Yield at the same point as the peak of Covid Crash $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2019898293870825795)  2026-02-06T22:17Z [----] followers, [---] engagements


"Total Revenues by segment Charts like these are useful to show why the decline of Global Print is a non-issue. Would it be better if every category was growing Yes. Will it sink the whole company business if its smallest segment continues its decline No"  
[X Link](https://x.com/NewcomerInvest/status/2019898839935959389)  2026-02-06T22:19Z [----] followers, [---] engagements


"@QualityInvest5 i would just hold on to it and let it compound"  
[X Link](https://x.com/NewcomerInvest/status/2020126411864900088)  2026-02-07T13:24Z [----] followers, [---] engagements


"$AW A&W Widely regarded as one of Canadas most iconic fast food brands. Cooking great burgers since [----]. 1000+ restaurants open and growing. - #2 largest QSR burger brand - consistently growing same store sales - their root beer is pretty awesome - 5%+ dividend"  
[X Link](https://x.com/NewcomerInvest/status/2020258400886526008)  2026-02-07T22:08Z [----] followers, [---] engagements


"$RY Royal Bank of Canada Serving customers since [----]. s largest company by market cap. - $1T+ in AUM - active in dozens of countries millions of customers - one of the worlds highest quality banks - uninterrupted dividend streak for 150+ years (currently 2.8% yield)"  
[X Link](https://x.com/NewcomerInvest/status/2020267800334586182)  2026-02-07T22:45Z [----] followers, [---] engagements


"@Ashton_1nvests $SPGI"  
[X Link](https://x.com/NewcomerInvest/status/2020580470216671666)  2026-02-08T19:28Z [----] followers, [---] engagements


"@Muzzlebuster @Mindset4Money_X @CDInewsletter @LazaroInvestor @PronkDaniel @DrunkDividends @TheWiseIC @SettlingNomads @DivGrojourney @VanIsleInvestor I remember and me too $EQB up 100%+ since that dip"  
[X Link](https://x.com/NewcomerInvest/status/2020605137438585165)  2026-02-08T21:06Z [----] followers, [--] engagements


"@DivGrojourney @trend_bullish Completely agree think we saw the bottom in Jan [----] and itll now just be a slow and steady climb"  
[X Link](https://x.com/NewcomerInvest/status/2020704609975886146)  2026-02-09T03:41Z [----] followers, [---] engagements


"@TheWiseIC @DivGrojourney @trend_bullish The proceeds from The renewable portfolio sale has been (and continues to be) used to pay down what previously was that huge debt. balance sheet is stronger now. Turnaround is underway. Its like a whole new company now 😄"  
[X Link](https://x.com/NewcomerInvest/status/2020707059130626422)  2026-02-09T03:51Z [----] followers, [--] engagements


"Some good companies down from all time highs: $FFH Fairfax Financial -12% $MRU Metro -12% $FNV Franco Nevada -13% $BAM Brookfield Asset Mgmt -16% $ATD Couche-Tard -20% $CNR Canadian National Railway -25% $KITS KITS Eyecare -29% $CSU Constellation Software -33%"  
[X Link](https://x.com/NewcomerInvest/status/1986954638340288559)  2025-11-08T00:31Z [----] followers, [----] engagements


"Abaxx Technologies $ABXX went from my 10th to 2nd largest holding this year 🤯 Hitting milestone after milestone. Fantastic execution. It may actually get to #1 ahead of Brookfield Corp $BN in the coming weeks or months. Incredible"  
[X Link](https://x.com/NewcomerInvest/status/1993493564316434529)  2025-11-26T01:34Z [----] followers, [----] engagements


"Breaking news: Fairfax Financial FINALLY gets added to the TSX [--] Congrats to all Fairfax shareholders 🥂 $FFH $FRFHF"  
[X Link](https://x.com/NewcomerInvest/status/1997069372188512281)  2025-12-05T22:23Z [----] followers, [----] engagements


"Franco Nevada $FNV poured millions to purchase shares of a junior precious metals company in January Theyve made a 800+% return in less than a year. Outstanding"  
[X Link](https://x.com/NewcomerInvest/status/2000420024629023161)  2025-12-15T04:17Z [----] followers, [----] engagements


"Bodes extremely well for Franco Nevada 😊 glad I havent taken any profits yet. Theres still room to go up. $FNV Silver is up: 9% today 19% past [--] days 47% over the past month 113% over the past six months 170% year-to-date Seriously WTF is going on $SLV Silver is up: 9% today 19% past [--] days 47% over the past month 113% over the past six months 170% year-to-date Seriously WTF is going on $SLV"  
[X Link](https://x.com/NewcomerInvest/status/2005209818219560972)  2025-12-28T09:30Z [----] followers, [----] engagements


"What is an EXCELLENT business trading at a fair price today Right now I am quite interested in $UBER and $X.TO. Any good companies on your radar"  
[X Link](https://x.com/NewcomerInvest/status/2006300074528440552)  2025-12-31T09:43Z [----] followers, [----] engagements


"Continuing my tradition of 2024/2025 I will post all my stock decisions for [----] in the following thread. 🧵 Starting with our first decision of the year: Date: Jan [--] Action: Buy (Add to position) Stock: $XEQT.TO Price: C$40.79 Rationale: Reinvested dividends into core long term holding"  
[X Link](https://x.com/NewcomerInvest/status/2008652624048861635)  2026-01-06T21:31Z [----] followers, [----] engagements


"List of EXCELLENT companies currently trading down from ATHs. Are you buying any in [----] $EQB EQ Bank -9% $X TMX Group -12% $ATD Alimentation Couche-Tard -14% $BAM Brookfield Asset Mgmt -15% $EMP.A Empire Company -15% $QSR Restaurant Brands International -15% $CTC.A Canadian Tire Corp -16% $CPKC Canadian Pacific Kansas City Railway -20% $CNR Canadian National Railway -25% $GIB.A CGI Inc -25% $TFII TFI International -30% $CSU Constellation Software -37% $NTR Nutrien -42% https://twitter.com/i/web/status/2009084306568745412 https://twitter.com/i/web/status/2009084306568745412"  
[X Link](https://x.com/NewcomerInvest/status/2009084306568745412)  2026-01-08T02:06Z [----] followers, 12.4K engagements


"Franco Nevada- the best capital allocator in the business. Its been a TREMENDOUS long-term investment since IPO and their dividend policy is top notch. $FNV"  
[X Link](https://x.com/NewcomerInvest/status/2009086294560002422)  2026-01-08T02:14Z [----] followers, [----] engagements


"Franco Nevada new all time highs more than double since starting a position $147 The gold investment that works I am still not selling. Despite the rich valuation I believe there is still upside. $FNV"  
[X Link](https://x.com/NewcomerInvest/status/2009404118272704705)  2026-01-08T23:17Z [----] followers, [----] engagements


"Date: Jan [--] Stock: $KITS.TO Action: Sell (Partial Position) Price: C$19.61 Rationale: same as above - raising some cash. Very happy to sell part of my position at all time highs booking a more than 100% return I sold 6% of my position"  
[X Link](https://x.com/NewcomerInvest/status/2009669162331935055)  2026-01-09T16:50Z [----] followers, [---] engagements


"Date: Jan [--] Stock: $CNR.TO Action: Sell (Partial Position) Price: C$137.52 Rationale: Same as above. Still a core hold but I believe I can reinvest the proceeds into more accretive opportunities. I sold 16% of my position"  
[X Link](https://x.com/NewcomerInvest/status/2009673615013490838)  2026-01-09T17:08Z [----] followers, [---] engagements


"The top stock on my watchlist is Thomson Reuters ( $TRI ): A high-quality compounder with sticky recurring revenues (80%) serving mission-critical needs for lawyers accountants tax professionals and corporations worldwide. 🧵"  
[X Link](https://x.com/NewcomerInvest/status/2010519956819955876)  2026-01-12T01:11Z [----] followers, [----] engagements


"Date: Jan [--] Stock: $TRI.TO Action: Buy (NEW POSITION) Price: C$180 Rationale: The top stock on my watchlist is Thomson Reuters ( $TRI ): A high-quality compounder with sticky recurring revenues (80%) serving mission-critical needs for lawyers accountants tax professionals and corporations worldwide. 🧵 https://t.co/qDD0WHAlXz The top stock on my watchlist is Thomson Reuters ( $TRI ): A high-quality compounder with sticky recurring revenues (80%) serving mission-critical needs for lawyers accountants tax professionals and corporations worldwide. 🧵 https://t.co/qDD0WHAlXz"  
[X Link](https://x.com/NewcomerInvest/status/2010727425932689519)  2026-01-12T14:55Z [----] followers, [----] engagements


"Started a position today 🙌🏽 $TRI almost at its lowest valuation in [--] years"  
[X Link](https://x.com/NewcomerInvest/status/2010871190391320806)  2026-01-13T00:27Z [----] followers, [----] engagements


"Date: Jan [--] Stock: Franco Nevada $FNV Action: Sell (Reduce Position by 5%) Price: C$330.85 Rationale: First time locking in some profits on this name - 100+% Sold 5% of my position. Still long $FNV and consider it one of Canadas greatest companies. But at this valuation not a bad idea to trim. https://twitter.com/i/web/status/2011452500604281031 https://twitter.com/i/web/status/2011452500604281031"  
[X Link](https://x.com/NewcomerInvest/status/2011452500604281031)  2026-01-14T14:57Z [----] followers, [---] engagements


"If $CSU actually goes BELOW C$1500 (a price we havent seen in [--] years) its highly likely i would liquidate several of my other positions and load up on this name. Lets see what happens"  
[X Link](https://x.com/NewcomerInvest/status/2012678095896019409)  2026-01-18T00:07Z [----] followers, [----] engagements


"Update: now a 1000% return. Reminder to all shareholders that owning Franco Nevada is a (relatively) safer way to get exposure to Silver $FNV Franco Nevada $FNV poured millions to purchase shares of a junior precious metals company in January Theyve made a 800+% return in less than a year. Outstanding. https://t.co/FwdpQtJ7qR Franco Nevada $FNV poured millions to purchase shares of a junior precious metals company in January Theyve made a 800+% return in less than a year. Outstanding. https://t.co/FwdpQtJ7qR"  
[X Link](https://x.com/NewcomerInvest/status/2013581541985698279)  2026-01-20T11:57Z [----] followers, [----] engagements


"@Spike_1567 @weary_centurion Great selections Ill also add- Brookfield corp $BN Brookfield asset mgmt $BAM Fairfax Financial $FFH Franco Nevada $FNV Thomson Reuters $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2015094215709978694)  2026-01-24T16:07Z [----] followers, [---] engagements


"Companies I like (some of which I am actively buying) at current prices: $CSU Constellation Software Price: C$2651 Long term compounder story; short-term narrative impacted by AI but business performance still excellent $TRI Thomson Reuters Price: C$161 Sells sticky specialized software for lawyers tax and risk professionals Great compounding story with 30+ years of consecutive dividend increases Price got out of control and its now back to [----] levels; more reasonable valuation. $GIB.A CGI Inc Price: C$119 Quebec-based global IT consulting company; narrative also impacted by fears of AI."  
[X Link](https://x.com/NewcomerInvest/status/2016289761225502741)  2026-01-27T23:18Z [----] followers, [----] engagements


"@TheWiseIC havent sold any $BN in my [--] years of holding"  
[X Link](https://x.com/NewcomerInvest/status/2017286954505609263)  2026-01-30T17:21Z [----] followers, [---] engagements


"The market fluctuates everyday and with that so do the numbers in my pie chart each time i post it. I put a date in the title so you can compare each time. $BN had a high of 14% i think Then dipped down to [--]. Now going back up. Each positions relative % depends on performance of all the others https://twitter.com/i/web/status/2017288222095692250 https://twitter.com/i/web/status/2017288222095692250"  
[X Link](https://x.com/NewcomerInvest/status/2017288222095692250)  2026-01-30T17:26Z [----] followers, [---] engagements


"Dividend increases & dividend yield: $CNR Canadian National Railway Increase: +3% Yield: 2.71% $BEPC Brookfield Renewable Corporation Increase: +5.09% Yield: 3.76% $BIPC Brookfield Infrastructure Corporation Increase: +5.81% Yield: 3.8% $MTY MTY Food Group Increase: +12.1% Yield: 3.48% $FNV Franco Nevada Corporation Increase: +15.78% Yield: 0.75% GUESSES for the year: Im anticipating: -A 9.2% increase for $TRI (to $65c) -A 14.2% increase for $BAM (to $50c) -A [--] to 13% increase for $BN (min $66c; max $67.5c) We will hear from the rest of the Brookfields very soon. Lets see. 🤞🏽"  
[X Link](https://x.com/NewcomerInvest/status/2017678614725058928)  2026-01-31T19:17Z [----] followers, [----] engagements


"Many investors overlook how dominant Thomson Reuters $TRI is in legal information technology. Legal makes up about 40% of $TRI's revenues and Westlaw is their crown jewel the essential tool for lawyers doing research. Lets take a closer look at the moat. 🧵"  
[X Link](https://x.com/NewcomerInvest/status/2018055983725965542)  2026-02-01T20:16Z [----] followers, 11.2K engagements


"A hard to catch nuance in the Westlaw ecosystem moat is all the editorial work that enhances their content. See more on this transcript from CEO Steve Hasker in Q3 earnings. $TRI"  
[X Link](https://x.com/NewcomerInvest/status/2018057859632660743)  2026-02-01T20:24Z [----] followers, [---] engagements


"$TRI legal segment made $2B in last 3Qs (+8% org growth). Mgmt expects continued usage as firms struggle with the flood of new laws regs & global uncertainty. Legal is $TRI s highest-margin category at almost 50% adj. EBITDA"  
[X Link](https://x.com/NewcomerInvest/status/2018067067648254393)  2026-02-01T21:00Z [----] followers, [---] engagements


"The recent stock drop reflects AI fears. IMO: Westlaws 150+ years of trusted content plus its own AI tools will actually widen the moat. $TRI builds on strengths not to mention an impeccable balance sheet. This is my pick for [----] Thanks for reading. Happy investing 🥂"  
[X Link](https://x.com/NewcomerInvest/status/2018067157855223897)  2026-02-01T21:01Z [----] followers, [---] engagements


"Earnings coming soon ill be monitoring: 02/03 $PYPL PayPal 02/04 $BAM Brookfield Asset Mangement 02/05 $TRI Thomson Reuters 02/06 $UA Under Armour (of relevance for $FFH shareholders) 02/11 $ATD Alimentation Couche-Tard 02/12 $QSR Restaurant Brands International $BN Brookfield Corporation 02/13 $FFH Fairfax Financial Are you following any of these companies https://twitter.com/i/web/status/2018163265570755038 https://twitter.com/i/web/status/2018163265570755038"  
[X Link](https://x.com/NewcomerInvest/status/2018163265570755038)  2026-02-02T03:23Z [----] followers, [----] engagements


"$BAM Breaking records 15% dividend increase slightly above what I expected to $0.5025c An EXCELLENT quarter Congratulations to shareholders. 🥂"  
[X Link](https://x.com/NewcomerInvest/status/2019015743224864925)  2026-02-04T11:50Z [----] followers, [----] engagements


"On a last twelve months basis: Fee-Related Earnings up a whopping 22%"  
[X Link](https://x.com/NewcomerInvest/status/2019025181491265848)  2026-02-04T12:28Z [----] followers, [---] engagements


"Brookfield continues on their already public succession plans and Bruce moves on to being Chair of $BAM. Connor is awesome and ready to carry the torch. Bruce will stay involved the same way Jack Cockwell (Bruces mentor and previous CEO) has stayed involved for decades"  
[X Link](https://x.com/NewcomerInvest/status/2019027033309782057)  2026-02-04T12:35Z [----] followers, [---] engagements


"excited to tune into the earnings call later and gather more insights. But from a first look $BAM did not disappoint. So happy to be both a direct owner (with my spinoff shares which I still hold) and a large indirect owner with $BN as my largest position 👑"  
[X Link](https://x.com/NewcomerInvest/status/2019027348537086071)  2026-02-04T12:36Z [----] followers, [---] engagements


"@DivGrojourney @TheWiseIC @shawnmacias_ $BN realistically could look to buying one of PayPals exciting pieces like Venmo Would be an excellent addition to their financial infrastructure funds alongside companies like Network Intl & Magnati @TimHortons Of course cant have a thread without a Brookfield mention 😁 Was excited to see lots of payment machines from Magnati and Network International in restaurants and retail shops etc. these are the Middle Easts leading payment processing companies. Over the last few years https://t.co/Y5ZAU2A7Th @TimHortons Of course cant have a thread without a"  
[X Link](https://x.com/NewcomerInvest/status/2019174047154860292)  2026-02-04T22:19Z [----] followers, [---] engagements


"Lets also remember $BN isnt afraid to purchase businesses that are struggling and turning them around- One of those most recent successes was Westinghouse which few remember was an absolute disaster $BN bought them out if bankruptcy in [----] and the rest is history. Theyve made many multiples on that investment and the business is now doing great https://twitter.com/i/web/status/2019180417203519910 https://twitter.com/i/web/status/2019180417203519910"  
[X Link](https://x.com/NewcomerInvest/status/2019180417203519910)  2026-02-04T22:45Z [----] followers, [--] engagements


"Brookfield Asset Management $BAM Following todays 15% dividend increase to $2.01 annually youre getting a 4% dividend yield This is comparable to dividend favourites like $EMA (4.25%) and $FTS (3.45%) but with added growth potential $BAM: Canadas 3rd best company 👑"  
[X Link](https://x.com/NewcomerInvest/status/2019211760130224403)  2026-02-05T00:49Z [----] followers, [----] engagements


"Of course if youre wondering #1 is $BN and #2 is $FNV"  
[X Link](https://x.com/NewcomerInvest/status/2019212280853094812)  2026-02-05T00:51Z [----] followers, [----] engagements


"@21failbot Thats true $BAM did change the legal HQ from Toronto to their NYC though they didnt change or move the people"  
[X Link](https://x.com/NewcomerInvest/status/2019232647025946835)  2026-02-05T02:12Z [----] followers, [---] engagements


"@QualityInvest5 hes the best And prem is even more of a goat and beat $BN s track record but unfortunately is less known Their LONG-TERM track record has been absolutely phenomenal. Who would have thought an insurance and investment company would be part of such an elite group of companies https://t.co/Ab6BxGAtHo Their LONG-TERM track record has been absolutely phenomenal. Who would have thought an insurance and investment company would be part of such an elite group of companies https://t.co/Ab6BxGAtHo"  
[X Link](https://x.com/NewcomerInvest/status/2019602819376914883)  2026-02-06T02:43Z [----] followers, [---] engagements


"Thomson Reuters $TRI released FY [----] earnings yesterday. Great performance on key metrics and a confident [----] outlook. Lets unpack. 🧵"  
[X Link](https://x.com/NewcomerInvest/status/2019810030892282006)  2026-02-06T16:26Z [----] followers, [----] engagements


"@TheWiseIC Im quite certain that what youre describing is not going to happen (or at least not to that extent) but only time will tell So far the only destruction that occurred was in narrative around $TRI + its competitors $RELX $WKL but not in their actual business performance Thomson Reuters $TRI released FY [----] earnings yesterday. Great performance on key metrics and a confident [----] outlook. Lets unpack. 🧵 https://t.co/qzDyqo5RhN Thomson Reuters $TRI released FY [----] earnings yesterday. Great performance on key metrics and a confident [----] outlook. Lets unpack. 🧵"  
[X Link](https://x.com/NewcomerInvest/status/2019819968184152422)  2026-02-06T17:06Z [----] followers, [---] engagements


"$TRI and its two main competitors collectively lost billions in market cap 💥"  
[X Link](https://x.com/NewcomerInvest/status/2019900133685485852)  2026-02-06T22:24Z [----] followers, [---] engagements


"Canadas Challenger Bank quietly hit all time highs today. $EQB 💛"  
[X Link](https://x.com/NewcomerInvest/status/2019947111283061228)  2026-02-07T01:31Z [----] followers, [----] engagements


"For a closer look at $TRI Legal segment check this thread: Many investors overlook how dominant Thomson Reuters $TRI is in legal information technology. Legal makes up about 40% of $TRI's revenues and Westlaw is their crown jewel the essential tool for lawyers doing research. Lets take a closer look at the moat. 🧵 https://t.co/avGASlZzcC Many investors overlook how dominant Thomson Reuters $TRI is in legal information technology. Legal makes up about 40% of $TRI's revenues and Westlaw is their crown jewel the essential tool for lawyers doing research. Lets take a closer look at the moat. 🧵"  
[X Link](https://x.com/NewcomerInvest/status/2020205484503134514)  2026-02-07T18:38Z [----] followers, [---] engagements


"The rise of AI is striking fear into investors hearts causing many software stocks to lose billions in market cap. (ie. $CSU $TRI $NOW and others 👺) Heres a list of stocks that are UNLIKELY to be disrupted by AI tools soon👇🏽 🧵 :"  
[X Link](https://x.com/NewcomerInvest/status/2020234165569159485)  2026-02-07T20:32Z [----] followers, [----] engagements


"$NTR Nutrien The worlds leading potash company Nutrien $NTR headquartered in Saskatchewan - #1 global ag retailer - #1 potash producer - Serves [--] countries - Dividend up 36% since [----] (yield 3.19%) - Shares outstanding reduced by 25% since 2018"  
[X Link](https://x.com/NewcomerInvest/status/2020234302446010486)  2026-02-07T20:32Z [----] followers, [----] engagements


"$PG Procter & Gamble A consumer goods giant; dozens of household & personal care brands ie. including Tide Gillette Crest for BILLIONS of people worldwide. - 100+ years of uninterrupted dividend payments. - 60+ years of dividend increases. - Dividend Yield: 2.66%"  
[X Link](https://x.com/NewcomerInvest/status/2020234766965199132)  2026-02-07T20:34Z [----] followers, [----] engagements


"$FNV Franco Nevada The Gold Investment That Works - Over $1B rev annually with less than [---] employees - 90% EBITDA margin - Beat the S&P & Nasdaq since IPO - [---] precious metals & commodity assets - No debt - Possibly one of the greatest business models in the entire world"  
[X Link](https://x.com/NewcomerInvest/status/2020235108201218069)  2026-02-07T20:35Z [----] followers, [---] engagements


"The team at Fairfax continues to hunt for opportunities in emerging markets $FFH $FIH Bidding to become majority owner of the Industrial Development Bank of India (IDBI) 🤞🏽"  
[X Link](https://x.com/NewcomerInvest/status/2020264292659130449)  2026-02-07T22:31Z [----] followers, [---] engagements


"Fairfax already has a great track record in financial services in India. See thread. New highs for Indias CSB Bank . Biggest shareholder Canadas Fairfax $FFH $FIH. Trusting Prem Watsa is a cheat code to owning great emerging market businesses. 🙌🏽 https://t.co/rQN4L60yqV New highs for Indias CSB Bank . Biggest shareholder Canadas Fairfax $FFH $FIH. Trusting Prem Watsa is a cheat code to owning great emerging market businesses. 🙌🏽 https://t.co/rQN4L60yqV"  
[X Link](https://x.com/NewcomerInvest/status/2020264636759888043)  2026-02-07T22:33Z [----] followers, [---] engagements


"RT @TacticzH: Here it is My 10.000+ words Constellation Software Deep Dive. $CSU is on one of it's biggest drawdowns ever. Before today"  
[X Link](https://x.com/NewcomerInvest/status/2020504658230575250)  2026-02-08T14:27Z [----] followers, [--] engagements


"IF YOU ARE A LONG-TERM INVESTOR and can withstand volatility then beware of narratives Instead recognize them for what they generally are (short-term panic) and use them to your advantage by buying great companies at a discount. There are many examples of short-term narratives over the last few years that ended up having drastically different outcomes: $BN Brookfield Corp [----] Narrative: They own an office portfolio. They have a lot of debt. The whole company will implode. Outcome: Offices are just one component of a VERY large portfolio of real assets. The company is thriving and has never"  
[X Link](https://x.com/NewcomerInvest/status/2020559281888612786)  2026-02-08T18:04Z [----] followers, [----] engagements


"A passage from a Bruce Flatt letter in the pandemic illustrates this. As a long-term investor my criteria in assessing a business is Value creation rather than their short-term Price movements On Price vs Value. Q4 [----]. One of the biggest lessons that Ive taken not just for Brookfield but all my holdings: We encourage you to focus on Value and not get distracted by Price. https://t.co/BtuIUMyKMz On Price vs Value. Q4 [----]. One of the biggest lessons that Ive taken not just for Brookfield but all my holdings: We encourage you to focus on Value and not get distracted by Price."  
[X Link](https://x.com/NewcomerInvest/status/2020560385556791632)  2026-02-08T18:08Z [----] followers, [----] engagements


"Curious what other narratives you may have all observed over your years of investing @Mindset4Money_X @CDInewsletter @LazaroInvestor @PronkDaniel @DrunkDividends @TheWiseIC @SettlingNomads @DivGrojourney @VanIsleInvestor"  
[X Link](https://x.com/NewcomerInvest/status/2020561253920280661)  2026-02-08T18:11Z [----] followers, [---] engagements


"Fairfax $FFH has been aggressively buying shares of Under Armour $UA in the last few weeks/months $UA is now up as much as 80% since recent lows following very encouraging earnings from last week Prem loves turnarounds. Fairfax strikes again 🏆"  
[X Link](https://x.com/NewcomerInvest/status/2020649340830957638)  2026-02-09T00:01Z [----] followers, [----] engagements


"@TheWiseIC @DivGrojourney @trend_bullish $AQN has sold off its renewable portfolio its now a pure play utility like Fortis Emera etc. New management has been terrific and theyve made great improvements in the last year"  
[X Link](https://x.com/NewcomerInvest/status/2020704291703709746)  2026-02-09T03:40Z [----] followers, [---] engagements


"@TheWiseIC I dont listen to Bad Bunny but I really enjoyed it Was pleasantly surprised actually Loved the message of continental unity. Overall all super positive and I think its very needed these days"  
[X Link](https://x.com/NewcomerInvest/status/2020979201277558991)  2026-02-09T21:52Z [----] followers, [---] engagements


"FRE margin broke into the 60s in Q4. Outstanding. $BAM Ive always said this business model is INCREDIBLE and super cash-generative"  
[X Link](https://x.com/NewcomerInvest/status/2019025511943741522)  2026-02-04T12:29Z [----] followers, [---] engagements


"The majority of $BAM earnings right now are fee-related so as long as their fundraising efforts remain stellar FRE will increase. Much of what drives this strong fundraising is their excellent business performance track record and brand. Its a flywheel $BAM"  
[X Link](https://x.com/NewcomerInvest/status/2019026129483387384)  2026-02-04T12:31Z [----] followers, [---] engagements


"$FTS Fortis Canadas highest-quality utility company. Based in St. Johns NL. - $75 billion in assets - Utilities serving millions of customers in  the and the Caribbean - Predictable low-risk regulated returns - 50+ years of dividend increases (yield 3.4%)"  
[X Link](https://x.com/NewcomerInvest/status/2020506647890891018)  2026-02-08T14:34Z [----] followers, [---] engagements


"@DivGrojourney @TheWiseIC @trend_bullish Yeah $AQN at peak crisis would have actually been a really attractive $BAM / $BEP buy"  
[X Link](https://x.com/NewcomerInvest/status/2020707263963684990)  2026-02-09T03:52Z [----] followers, [--] engagements


"Couche-Tard showing signs of life today $ATD New long term strategy looking good☀ 🥤 ⛽ ⚡"  
[X Link](https://x.com/NewcomerInvest/status/2021731992346181981)  2026-02-11T23:44Z [----] followers, [----] engagements

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