# ![@TSXDivStock Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1559610158740815872.png) @TSXDivStock TSX Dividends

Canadian telcos, such as Telus and BCE, are in focus after reporting results and receiving analyst upgrades, with one analyst arguing that they are undervalued based on historical multiples. Meanwhile, energy infrastructure stocks, including Enbridge and TC Energy, are seeing mixed reviews from analysts, with some downgrading their targets despite a positive outlook for the sector. Several dividend-paying stocks, including those in the NBF's dividend all-stars portfolio, continue to perform well.

### Engagements: [---] [#](/creator/twitter::1559610158740815872/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1559610158740815872/c:line/m:interactions.svg)

- [--] Week [------] +607%
- [--] Month [------] -24%
- [--] Months [-------] +57%
- [--] Year [-------] +25%

### Mentions: [--] [#](/creator/twitter::1559610158740815872/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1559610158740815872/c:line/m:posts_active.svg)

- [--] Week [--] +19%
- [--] Month [--] +9.50%
- [--] Months [---] +25%
- [--] Year [---] +19%

### Followers: [-----] [#](/creator/twitter::1559610158740815872/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1559610158740815872/c:line/m:followers.svg)

- [--] Week [-----] +0.97%
- [--] Month [-----] +3%
- [--] Months [-----] +34%
- [--] Year [-----] +55%

### CreatorRank: [---------] [#](/creator/twitter::1559610158740815872/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1559610158740815872/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  40.38% [stocks](/list/stocks)  3.85% [countries](/list/countries)  2.88% [technology brands](/list/technology-brands)  1.92% [social networks](/list/social-networks)  0.96%

**Social topic influence**
[$alato](/topic/$alato) 16.35%, [dividend](/topic/dividend) #384, [$hrun](/topic/$hrun) #2, [$tto](/topic/$tto) #30, [reit](/topic/reit) 10.58%, [target](/topic/target) 8.65%, [strong](/topic/strong) 8.65%, [comments](/topic/comments) 7.69%, [$dhtun](/topic/$dhtun) 7.69%, [stocks](/topic/stocks) 7.69%

**Top accounts mentioned or mentioned by**
[@tsxman](/creator/undefined) [@globeandmail](/creator/undefined) [@fhoro](/creator/undefined) [@barryschwartzbw](/creator/undefined) [@ccmbrett](/creator/undefined) [@rouzimrouz](/creator/undefined) [@lolkikko](/creator/undefined) [@bassammelh](/creator/undefined) [@venetolibero198](/creator/undefined) [@homesteadersact](/creator/undefined) [@nonobviously](/creator/undefined) [@cryptowinnies](/creator/undefined) [@zethuscap](/creator/undefined) [@recoverytrade](/creator/undefined) [@nuggetcapital](/creator/undefined) [@baystreetamber](/creator/undefined) [@abraham_l_l](/creator/undefined) [@calgaryrants](/creator/undefined) [@investorstodgy](/creator/undefined) [@elibroftw](/creator/undefined)

**Top assets mentioned**
[Royalty Pharma plc (RPRX)](/topic/$rprx) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Banker takes over at TELUS. I think the risk of a dividend cut just went up a notch. $T.TO. Scotia analyst comments:"  
[X Link](https://x.com/TSXDivStock/status/2021942041282768947)  2026-02-12T13:38Z [----] followers, 11.9K engagements


"TransAlta $TA.TO getting hit harder than $NVDA 😬"  
[X Link](https://x.com/anyuser/status/1883891670577545721)  2025-01-27T14:55Z [----] followers, [----] engagements


"We want more info I did find it a bit strange that mgmt was not dismissive of the bids but at the same time hadn't disclosed that a process was happening. $HR.UN The K2 Principal Fund L.P. Raises Concern Over Secrecy at H&R REIT https://prn.to/44DhnNo https://prn.to/44DhnNo"  
[X Link](https://x.com/anyuser/status/1942728749138764219)  2025-07-08T23:33Z [----] followers, 10.1K engagements


"$AP.UN now trading at $9.39 despite so much demand at $10 they upsized the deal What kind of gong-show is happening here Allied Announces Pricing and Upsizing of Previously Announced Marketed Public Offering of Units and Concurrent Private Placement https://www.globenewswire.com/news-release/2026/02/12/3236802/0/en/Allied-Announces-Pricing-and-Upsizing-of-Previously-Announced-Marketed-Public-Offering-of-Units-and-Concurrent-Private-Placement.html"  
[X Link](https://x.com/TSXDivStock/status/2021981670128464211)  2026-02-12T16:16Z [----] followers, [----] engagements


"The pipes have had a good year Scotia thinks there's more to come: $TRP.TO $KEY.TO"  
[X Link](https://x.com/anyuser/status/1843983878882820337)  2024-10-09T11:56Z [----] followers, [----] engagements


""DRI Healthcare . is a stock weve owned since it went public in early [----] at $10 a share and have been buying steadily this year." $DHT.UN Why this $9.5-billion money manager is buying Element Fleet and Fairfax /via @globeandmail https://www.theglobeandmail.com/investing/globe-advisor/advisor-funds/article-why-this-95-billion-money-manager-is-buying-element-fleet-and-fairfax/utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links"  
[X Link](https://x.com/TSXDivStock/status/1946220288011583780)  2025-07-18T14:47Z [----] followers, [----] engagements


"$EFN.TO and $FFH.TO aren't bad either 😁 "DRI Healthcare . is a stock weve owned since it went public in early [----] at $10 a share and have been buying steadily this year." $DHT.UN Why this $9.5-billion money manager is buying Element Fleet and Fairfax /via @globeandmail https://t.co/4X2XHxQrjw "DRI Healthcare . is a stock weve owned since it went public in early [----] at $10 a share and have been buying steadily this year." $DHT.UN Why this $9.5-billion money manager is buying Element Fleet and Fairfax /via @globeandmail https://t.co/4X2XHxQrjw"  
[X Link](https://x.com/TSXDivStock/status/1946260113871773939)  2025-07-18T17:25Z [----] followers, [----] engagements


"Drug royalty giant $RPRX reports Q3 raises guidance hits new high. Up 51% YTD. (Now they need to buy $DHT.UN)"  
[X Link](https://x.com/TSXDivStock/status/1986081846011080968)  2025-11-05T14:43Z [----] followers, [----] engagements


"$PPL.TO has been a laggard this year amongst energy infrastructure stocks. Good opportunity I think as the long term outlook remains very positive. From RBC:"  
[X Link](https://x.com/TSXDivStock/status/1987878853277270282)  2025-11-10T13:43Z [----] followers, [----] engagements


"Scotia relaunches coverage of DRI Healthcare with a US$25 target (133% upside plus dividends 😆). Interesting that the three pharma royalty peers incl $RPRX trade at an avg 18x EBITDA while $DHT.UN is at 6x"  
[X Link](https://x.com/TSXDivStock/status/1988982849706553621)  2025-11-13T14:50Z [----] followers, [----] engagements


"RBC says Northlands dividend is now likely more sustainable. Haha $NPI.TO"  
[X Link](https://x.com/TSXDivStock/status/1994031958611927473)  2025-11-27T13:14Z [----] followers, [---] engagements


"RBC published its list of best fundamental ideas for [----] adding a few interesting names incl $DHT.UN $EQB.TO and $FFH.TO details below:"  
[X Link](https://x.com/TSXDivStock/status/1995489668083929464)  2025-12-01T13:46Z [----] followers, [----] engagements


"TELUS announces pause on dividend growth FCF growth targets. Based on mgmt calculations they forecast a 75% payout. Current yield is 9.1% $T.TO Scotia comments:"  
[X Link](https://x.com/TSXDivStock/status/1996216295063208411)  2025-12-03T13:53Z [----] followers, [----] engagements


"CIBC upgraded $BCE.TO based on a valuation that is historically low vs peers. (In the note it also says Telus has better FCF growth and B/S so I guess that explains the disparity in valuation). $T.TO"  
[X Link](https://x.com/TSXDivStock/status/1998390659493839264)  2025-12-09T13:53Z [----] followers, [----] engagements


"BMO upgraded $BCE.TO today and downgraded $T.TO comments below. Thank you Mr Casey for providing me a better buying opportunity. 😁"  
[X Link](https://x.com/TSXDivStock/status/1999147354688008340)  2025-12-11T16:00Z [----] followers, [----] engagements


"TELUS CEO Darren Entwistle bought [------] shares last week for about $3.3 million. $T.TO Happy New Year TELUS director Marc Parent bought [-----] shares yesterday. Just over $1 million worth 😯$T.TO TELUS director Marc Parent bought [-----] shares yesterday. Just over $1 million worth 😯$T.TO"  
[X Link](https://x.com/TSXDivStock/status/2005643707555655781)  2025-12-29T14:14Z [----] followers, [----] engagements


"@fhoro FYI CEO Darren Entwistle bought over $4 million TELUS last week. We never saw anything close to that from the leadership at BCE. $T.TO $BCE.TO"  
[X Link](https://x.com/TSXDivStock/status/2006010215636836487)  2025-12-30T14:31Z [----] followers, [----] engagements


"Happy New Year [----] was a beauty especially for gold. Overall I was up 23.6%. I lagged the market (no gold relatively conservative) but no complaints. For [----] sticking with my winners ($DHT.UN $CHE.UN etc) and hoping for a bounce in $T.TO $NPI.TO REITs"  
[X Link](https://x.com/TSXDivStock/status/2007091057750864219)  2026-01-02T14:06Z [----] followers, [----] engagements


"TELUS is just in the early stage of its rebound in my view. Insiders buying moving ahead with deal for TELUS Health more to come. $T.TO"  
[X Link](https://x.com/TSXDivStock/status/2009329542654218673)  2026-01-08T18:21Z [----] followers, 16.3K engagements


"Are we finally going to get the $MRT.UN buyout by $MRC.TOSmall trades but looks like something is about to happen"  
[X Link](https://x.com/anyuser/status/2015895872886780068)  2026-01-26T21:13Z [----] followers, [----] engagements


"Analysts react to $HR.UN's sales update as 'neutral'. I would say a bit disappointing some delays (only 1-2 months) and nothing about a NCIB or further moves. TD's comments below:"  
[X Link](https://x.com/TSXDivStock/status/2017223563132936248)  2026-01-30T13:09Z [----] followers, [----] engagements


"I don't know why the Cdn wireless sector can't show more price discipline. Good news if you're looking for a new cell phone plan. From NBF (Scotia made similar comments last week): $T.TO $BCE.TO"  
[X Link](https://x.com/TSXDivStock/status/2018698009526100051)  2026-02-03T14:48Z [----] followers, [----] engagements


"The trend definitely looks positive for office REITs. $AP.UN $D.UN $TNT.UN Ottawa orders public servants to start working in office [--] days a week - National https://globalnews.ca/news/11654777/ottawa-public-service-4-days-office-order/ http://Globalnews.ca https://globalnews.ca/news/11654777/ottawa-public-service-4-days-office-order/ http://Globalnews.ca"  
[X Link](https://x.com/TSXDivStock/status/2019783873916182779)  2026-02-06T14:42Z [----] followers, [----] engagements


"Morguard Residential REIT reports tonight. Trading at over a 40% discount to NAV with a modest payout of about 60% and $150 million in liquidity do they finally announce something interesting SIB $MRG.UN"  
[X Link](https://x.com/TSXDivStock/status/2021269263047118901)  2026-02-10T17:05Z [----] followers, [----] engagements


"$MRG.UN reports strong Q4 FFO of 45c (RBC est 41c) despite a bit of occupancy decline in the quarter. Nothing in the press release on use of liquidity which is at $226.5 million. Morguard North American Residential REIT Announces [----] Results https://prn.to/4afwlfe https://prn.to/4afwlfe"  
[X Link](https://x.com/TSXDivStock/status/2021339361510629876)  2026-02-10T21:43Z [----] followers, [---] engagements


"Morguard Res had a strong quarter mostly due to lower costs on the US side. What will they do with the big cash position TD analyst comments: $MRG.UN"  
[X Link](https://x.com/TSXDivStock/status/2021950873770111199)  2026-02-12T14:13Z [----] followers, [----] engagements


"@tsxman VNQ is up today US REITs doing much better than Cda. Maybe in Canada some funds have had to sell to buy the $AP.UN issue"  
[X Link](https://x.com/TSXDivStock/status/2022023338357559706)  2026-02-12T19:01Z [----] followers, [---] engagements


"Commentary here on yesterday's sell-off. The Canadian REIT sector down 1.7% despite lower rates. I don't see any connection between multi-res REITs and AI Office real estate stocks tumble as AI disruption casualties in the stock market grow by the day https://cnb.cx/4rPaZN7 https://cnb.cx/4rPaZN7"  
[X Link](https://x.com/TSXDivStock/status/2022305735875420387)  2026-02-13T13:43Z [----] followers, [---] engagements


"$KEY.TO provides positive guidance for [----] comments from CIBC:"  
[X Link](https://x.com/TSXDivStock/status/1734575373474496688)  2023-12-12T14:06Z [----] followers, [---] engagements


"@tsxman $HR.UN down 3.4% ahead of the release It's a bad day for REITs (despite bonds up) but that seems ridiculous"  
[X Link](https://x.com/TSXDivStock/status/2022019772360413353)  2026-02-12T18:47Z [----] followers, [----] engagements


"TD thinks $PPL.TO is the best opportunity right now in energy infrastructure:"  
[X Link](https://x.com/TSXDivStock/status/1962870197586420180)  2025-09-02T13:28Z [----] followers, 11.4K engagements


"CIBC analyst raises target on $MRG.UN 47% discount to NAV:"  
[X Link](https://x.com/TSXDivStock/status/2022312411714195866)  2026-02-13T14:10Z [----] followers, [----] engagements


"TD analyst predicts a dividend cut (still recommends the stock as a BUY). $T.TO"  
[X Link](https://x.com/TSXDivStock/status/2022319745182150874)  2026-02-13T14:39Z [----] followers, [----] engagements


"H&R REIT's Q4 and conf call fails to excite. They are still expecting to sell more properties but gave only vague guidance. I'm not sure why they put out the figure of $2.6bn last Nov if it's so uncertain (only $1.1bn closed so far). Likely to languish until a NCIB. $HR.UN"  
[X Link](https://x.com/TSXDivStock/status/2022332896686780761)  2026-02-13T15:31Z [----] followers, [----] engagements


"CIBC raises $ALA.TO target on Tidewater deal 'meaningful financial accretion' plus small improvement in leverage"  
[X Link](https://x.com/TSXDivStock/status/1740082087233806593)  2023-12-27T18:47Z [----] followers, [---] engagements


"Well after all my research and smartness I ended [----] up 12.3% only slightly ahead of where I would have been with a TSX index ETF. 🫤 A big position in $DHT.UN (up 77%) and stocks like $WJX.TO and $ALA.TO offset my lagging REITs. Good luck to all in 2024"  
[X Link](https://x.com/TSXDivStock/status/1742223302326698216)  2024-01-02T16:36Z [----] followers, [---] engagements


"CIBC updates it's energy infrastructure outlook: $PPL.TO $ALA.TO $SPB.TO"  
[X Link](https://x.com/TSXDivStock/status/1744358796472815868)  2024-01-08T14:02Z [----] followers, [---] engagements


"Good morning and thanks for my first raise of [----] $CHE.UN issues [----] guidance (in-line with analysts) and raises distribution 10%. That's a nice 7.7% yield with a 45% forecast payout. Chemtrade . https://www.businesswire.com/news/home/20240115385882/en/Chemtrade-Logistics-Income-Fund-Issues-2024-Guidance-and-Raises-Monthly-Distributionutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"  
[X Link](https://x.com/anyuser/status/1746882341207699920)  2024-01-15T13:09Z [----] followers, [----] engagements


"The mix of business at $ALA.TO makes the dividend more reliable in my view but ultimately more value may be created by splitting the company up. From RBC:"  
[X Link](https://x.com/TSXDivStock/status/1747621042112409964)  2024-01-17T14:05Z [----] followers, [---] engagements


"Scotia report today updates utility outlook raises target on $ALA.TO downgrades $ACOx.TO"  
[X Link](https://x.com/TSXDivStock/status/1750134123883049089)  2024-01-24T12:31Z [----] followers, [---] engagements


"RBC is not so enthusiastic about $CNR.TO. They raised their target to C$164 (stock closed at $169.44):"  
[X Link](https://x.com/TSXDivStock/status/1750152723603898711)  2024-01-24T13:45Z [----] followers, [---] engagements


"NBF energy infrastructure top picks big FCF yields solid balance sheets: $ALA.TO $CPX.TO $GEI.TO $TRP.TO"  
[X Link](https://x.com/TSXDivStock/status/1752318165692936335)  2024-01-30T13:09Z [----] followers, [---] engagements


"RBC says the valuation of $PKI.TO has caught up to peers downgrades the stock. Up over 50% in the past year this one has surprised me (I sold it far too early)"  
[X Link](https://x.com/TSXDivStock/status/1754504901101486273)  2024-02-05T13:59Z [----] followers, [---] engagements


"NBF published its fresh list of 'All-Stars'. The criteria is a sustainable dividend yielding over 5% and a positive outlook on the company from the analyst. Some new picks incl $ALA.TO $CM.TO $PMZ.TO and $TRP.TO"  
[X Link](https://x.com/TSXDivStock/status/1757041302149943405)  2024-02-12T13:57Z [----] followers, [----] engagements


"$PKI.TO's Q4 was a tad light but guidance for [----] was maintained. I sold this one way too soon and after the big run I'll wait for a pullback to reconsider. Now a 2.9% yield. From RBC:"  
[X Link](https://x.com/TSXDivStock/status/1762829362120867876)  2024-02-28T13:17Z [----] followers, [---] engagements


"RBC analyst on $ALA.TO. Still good upside as market is not valuing the quality utility business:"  
[X Link](https://x.com/TSXDivStock/status/1767173078235205729)  2024-03-11T12:57Z [----] followers, [----] engagements


"Scotia and NBF attempt to refute the Spruce Point short attack on $WSP.TO snippet from NBF below. The stock was down yesterday but maybe it rebounds as quick as $FFH.TO after the Muddy Waters report"  
[X Link](https://x.com/TSXDivStock/status/1775853671676326398)  2024-04-04T11:51Z [----] followers, [---] engagements


"BMO: '.we point to notable potential Q1/24 beats from PPL ALA and NPI and potential quarterly misses from GEI EMA and BEP.' $ALA.TO $PPL.TO $GEI.TO https://www.theglobeandmail.com/investing/markets/inside-the-market/article-bmo-analyst-previews-profit-results-provides-top-picks-in-the-yield/utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links https://www.theglobeandmail.com/investing/markets/inside-the-market/article-bmo-analyst-previews-profit-results-provides-top-picks-in-the-yield/utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links"  
[X Link](https://x.com/TSXDivStock/status/1780917668943425553)  2024-04-18T11:13Z [----] followers, [----] engagements


"Analysts usually adjust their target prices for rates after the market impact has already been felt. Here's the latest adjustment from Scotia. Top picks in Cdn utilities incl $ALA.TO $EMA.TO"  
[X Link](https://x.com/TSXDivStock/status/1782371244064530932)  2024-04-22T11:29Z [----] followers, [---] engagements


"AltaGas puts up a strong Q1. Comments below from TD. Still my fave midstream/utility stock. $ALA.TO"  
[X Link](https://x.com/TSXDivStock/status/1786015907531096522)  2024-05-02T12:52Z [----] followers, [---] engagements


"@BarrySchwartzBW @CCM_Brett Energy infrastructure I think is likely but a company with a US$5bn mkt cap $PKI.TO is too small waste of time"  
[X Link](https://x.com/TSXDivStock/status/1787111916386541761)  2024-05-05T13:27Z [----] followers, [---] engagements


"All the analysts I've read today remain bullish on $FFH.TO. From NBF:"  
[X Link](https://x.com/anyuser/status/1787542892380119421)  2024-05-06T18:00Z [----] followers, [----] engagements


"Nice to see the big rally in REITs and telecoms with the drop in rates. 😡"  
[X Link](https://x.com/anyuser/status/1801616227783135646)  2024-06-14T14:02Z [----] followers, [---] engagements


"$EMA.TO cuts its dividend growth guidance RBC sees it in a positive light:"  
[X Link](https://x.com/TSXDivStock/status/1808119362668118122)  2024-07-02T12:43Z [----] followers, [---] engagements


"AltaGas $ALA.TO reports a great quarter from CIBC:"  
[X Link](https://x.com/TSXDivStock/status/1818992729306615808)  2024-08-01T12:50Z [----] followers, [---] engagements


"$EMA.TO announces long awaited asset sale but price is a bit light. Other analysts also pointing out it will be slightly dilutive to EPS. I'm not sure this helps the stock. From Scotia:"  
[X Link](https://x.com/TSXDivStock/status/1820802353001369798)  2024-08-06T12:41Z [----] followers, [---] engagements


"Probably few care about $TNT.UN since it cut the distribution but its trading at 3.7x FFO and actually growing True North Commercial REIT Reports Q2-2024 Results North Commercial REIT Reports Q2-2024 Results https://prn.to/3LYbr8VTrue https://prn.to/3LYbr8VTrue"  
[X Link](https://x.com/anyuser/status/1820939355399074206)  2024-08-06T21:45Z [----] followers, [----] engagements


"NBF raises target prices on energy infrastructure following drop in rates. Highlights top picks below: $ALA.TO $GEI.TO $TRP.TO"  
[X Link](https://x.com/TSXDivStock/status/1826964757212987740)  2024-08-23T12:48Z [----] followers, [---] engagements


"Dividend stocks are having a great summer but there are still many attractive buys: $PLZ.UN - 7.5% yield stands out 80% payout $CHE.UN - with rail strike over this should be higher $GEI.TO - relative laggard in energy infrastructure space with 7.4% div"  
[X Link](https://x.com/anyuser/status/1828081655161950591)  2024-08-26T14:46Z [----] followers, [----] engagements


"CIBC strategist provides an update on his outlook for $200 billion of 'excess' cash that could flow to dividend stocks:"  
[X Link](https://x.com/anyuser/status/1830944730282090675)  2024-09-03T12:23Z [----] followers, [----] engagements


"Chemtrade kicks the NCIB into high gear buying back [-------] shares in August. The company had previously reported [------] bought when they reported on Aug [--]. $CHE.UN"  
[X Link](https://x.com/anyuser/status/1831416389674135716)  2024-09-04T19:37Z [----] followers, [----] engagements


"TD says a div cut for $SPB.TO is possible this quarter. With a 9.7% yield is the market already expecting this"  
[X Link](https://x.com/anyuser/status/1846274305371656329)  2024-10-15T19:37Z [----] followers, [----] engagements


"$ALA.TO: press release sounds great but backing out a pension gain the company actually missed analysts estimates. From CIBC:"  
[X Link](https://x.com/TSXDivStock/status/1851981607789301981)  2024-10-31T13:36Z [----] followers, [---] engagements


"My portfolio is 18% cash going into this election week. The combination of a strong run for stocks over the past year plus election uncertainty suggests to me there could be near term buying opportunities. (my track record for mkt timing is a solid 50-50)"  
[X Link](https://x.com/anyuser/status/1853473456836260245)  2024-11-04T16:24Z [----] followers, [---] engagements


"$REI.UN with strong occupancy and renewal spreads still at a discount valuation. From TD:"  
[X Link](https://x.com/anyuser/status/1856330027446435976)  2024-11-12T13:35Z [----] followers, [----] engagements


"Where is the justice $HR.UN is cheaper than both $AX.UN and $MRT.UN on P/AFFO And at 59% of NAV vs 93% for the peer group by segment. 😖"  
[X Link](https://x.com/anyuser/status/1857114829745508751)  2024-11-14T17:34Z [----] followers, [----] engagements


"Both $ENB.TO and $ALA.TO put out guidance for [----] with dividend bump and strong outlook for continued cash flow growth. CIBC on Altagas:"  
[X Link](https://x.com/TSXDivStock/status/1863966332347167110)  2024-12-03T15:19Z [----] followers, [---] engagements


"Bought $BCE.TO $HR.UN and $MRG.UN today. Let the Santa Claus rally begin 🙏"  
[X Link](https://x.com/anyuser/status/1871219938746335646)  2024-12-23T15:42Z [----] followers, [----] engagements


"Suddenly REITs aren't rate sensitive Cda [--] year yield down [--] bps since US CPI report REITs flat. 😕"  
[X Link](https://x.com/anyuser/status/1880357824288682178)  2025-01-17T20:53Z [----] followers, [----] engagements


"TD says $CVE.TO is cheap even assuming the most bearish outcome for downstream ops"  
[X Link](https://x.com/anyuser/status/1884973674828038614)  2025-01-30T14:35Z [----] followers, [----] engagements


"The C$ continues to slide some companies benefit. NBF highlights the big US$ exposure of energy infrastructure/utilities incl $FTS.TO $EMA.TO $ALA.TO"  
[X Link](https://x.com/TSXDivStock/status/1886423396260450672)  2025-02-03T14:36Z [----] followers, [---] engagements


"Cdn residential REITs have underperformed and are now at a big discount to US peers: $CAR.UN $MI.UN $BEI.UN"  
[X Link](https://x.com/anyuser/status/1886785394445856905)  2025-02-04T14:34Z [----] followers, [----] engagements


"I've shared this in the past but $HR.UN still trades at an egregious discount to higher debt higher payout peers. TD sees 'an attractive entry point':"  
[X Link](https://x.com/anyuser/status/1891887652049178851)  2025-02-18T16:29Z [----] followers, [----] engagements


"$TNT.UN up 17% after reinstating distributions. The $0.69/yr is less than I expected given the AFFO is over $2.00 (good to be conservative). The stock at $10.19 is now at a mere 65% discount to NAV. 😆"  
[X Link](https://x.com/anyuser/status/1902375397083189663)  2025-03-19T15:03Z [----] followers, [----] engagements


"Royalty Pharma announced the internalization of mgmt earlier this year. Cdn drug royalty company $DHT.UN has disclosed it is progressing with a similar move. 👍"  
[X Link](https://x.com/TSXDivStock/status/1902400610432876676)  2025-03-19T16:43Z [----] followers, [----] engagements


"TD thinks $REI.UN is oversold with AFFO growth still forecast to be positive despite the HBC hit"  
[X Link](https://x.com/TSXDivStock/status/1906684968090120416)  2025-03-31T12:28Z [----] followers, [----] engagements


"Who wants to make an investment decision when one sudden tweet can completely swing the market the other way"  
[X Link](https://x.com/anyuser/status/1910333071481504014)  2025-04-10T14:04Z [----] followers, [----] engagements


"$PKI.TO's 'diversified and resilient business' misses again. Comments from analyst at TD:"  
[X Link](https://x.com/TSXDivStock/status/1912498338965975388)  2025-04-16T13:28Z [----] followers, [----] engagements


"$WCP.TO currently with a 9% yield says the dividend 'provides shareholders with a stable and reliable cash flow stream through commodity price cycles.' WHITECAP RESOURCES INC. ANNOUNCES STRONG FIRST QUARTER RESULTS AND CONTINUED OPERATIONAL MOMENTUM https://prn.to/4cR9Le8 https://prn.to/4cR9Le8"  
[X Link](https://x.com/anyuser/status/1915152263640735893)  2025-04-23T21:14Z [----] followers, [----] engagements


"Similar to the recent $AND.TO deal a company reporting disappointing results gets a takeover bid. Dangerous game trying to pick these situations but congrats to those enjoying the $PKI.TO win today. Parkland Corporation to be Acquired by Sunoco LP https://prn.to/4k9TDH3 https://prn.to/4k9TDH3"  
[X Link](https://x.com/TSXDivStock/status/1919358925599601083)  2025-05-05T11:50Z [----] followers, [----] engagements


"Im not a big telecom investor but I do think the bearishness is excessive. The same comments were made about AT&T a year ago and it has been a huge performer since. The question now facing telecom investors: Why bother https://www.theglobeandmail.com/investing/article-the-question-now-facing-telecom-investors-why-bother/ https://www.theglobeandmail.com/investing/article-the-question-now-facing-telecom-investors-why-bother/"  
[X Link](https://x.com/anyuser/status/1927095472134422638)  2025-05-26T20:12Z [----] followers, [----] engagements


"Solid results this morning from $BMO.TO and $NA.TO. Credit conditions in Canada are obviously not as bad as some feared. From TD research:"  
[X Link](https://x.com/TSXDivStock/status/1927714811241976289)  2025-05-28T13:13Z [----] followers, [---] engagements


"Here's something new An analyst upgrade for $BCE.TO"  
[X Link](https://x.com/anyuser/status/1929501715599962248)  2025-06-02T11:33Z [----] followers, [----] engagements


"'the fund believes now is an opportune time to rotate capital back into this asset class' 🤯 Oxford Properties buys CPP Investments stake in office portfolio in Western Canada https://www.bnnbloomberg.ca/business/company-news/2025/06/03/oxford-properties-buys-cpp-investments-stake-in-office-portfolio-in-western-canada/ https://www.bnnbloomberg.ca/business/company-news/2025/06/03/oxford-properties-buys-cpp-investments-stake-in-office-portfolio-in-western-canada/"  
[X Link](https://x.com/anyuser/status/1929925302299262985)  2025-06-03T15:37Z [----] followers, [----] engagements


"Great development for $HR.UN obviously M&A picking up for sector $IIP.UN"  
[X Link](https://x.com/TSXDivStock/status/1941163120564609363)  2025-07-04T15:52Z [----] followers, 10.4K engagements


"NBF thinks $REI.UN needs to catch up upgrades the REIT while raising target prices for a number of others:"  
[X Link](https://x.com/TSXDivStock/status/1945118446821203987)  2025-07-15T13:49Z [----] followers, [----] engagements


"Plaza REIT $PLZ.UN at a 52-wk high (I dont get to say that about a REIT very often) Morguard owns 15% could there be a deal in the works"  
[X Link](https://x.com/anyuser/status/1947702042052514097)  2025-07-22T16:55Z [----] followers, [----] engagements


"Analysts are taking the news from Pembina positively; uncertainty removed and company did NOT lower guidance for year (as many feared). From RBC: $PPL.TO"  
[X Link](https://x.com/TSXDivStock/status/1948734817941536883)  2025-07-25T13:19Z [----] followers, [---] engagements


"$EQB.TO (EQ Bank) up 3.6% presumably on the hope that Stephen Smith the biggest shareholder takes it private. Smith already bought out Home Capital and now is privatizing $FN.TO. 🧐"  
[X Link](https://x.com/anyuser/status/1949834901496180746)  2025-07-28T14:10Z [----] followers, [---] engagements


"H&R REIT: TD puts a 75% probability on $HR.UN being privatized with $13.18 at the low end of his assumptions:"  
[X Link](https://x.com/anyuser/status/1950176275353452836)  2025-07-29T12:47Z [----] followers, [----] engagements


"Does anyone remember when AltaGas had to cut it's dividend due to high debt levels Maybe I dreamt that. What a great performer this has been the last two years. $ALA.TO"  
[X Link](https://x.com/TSXDivStock/status/1952735300280525118)  2025-08-05T14:15Z [----] followers, [---] engagements


"Scotia thinks $2.85 is reasonable after final sale and wind-up costs. $ERE.UN @rouzi_mrouz $ERE.UN cap rate expansion. The good news is the commercial properties were just sold for what appeared to be closer to a 12% cap rate. https://t.co/Ovn5YhdyND @rouzi_mrouz $ERE.UN cap rate expansion. The good news is the commercial properties were just sold for what appeared to be closer to a 12% cap rate. https://t.co/Ovn5YhdyND"  
[X Link](https://x.com/anyuser/status/1953430073912033565)  2025-08-07T12:16Z [----] followers, [----] engagements


"Alaris dropped after results for some unknown reason. NBF points out that Q3 guidance is well above estimates pipeline looks good and the NCIB is going to get more active. Plus I love that 7.5% yield $AD.UN"  
[X Link](https://x.com/anyuser/status/1954924517702484151)  2025-08-11T15:15Z [----] followers, [----] engagements


"$HR.UN shows solid growth in NOI and FFO. Also confirms sale process still ongoing: '. is currently engaged in discussions with multiple parties.' H&R REIT Reports Second Quarter [----] Results https://prn.to/3HB5bVQ https://prn.to/3HB5bVQ"  
[X Link](https://x.com/TSXDivStock/status/1955744295454908870)  2025-08-13T21:32Z [----] followers, [----] engagements


"NBF raises target on $CHE.UN after strong quarter and guidance increase. The new $17.50 target is based on an unchanged 6x EBITDA which is well below where larger chemical companies trade (9-13x)"  
[X Link](https://x.com/anyuser/status/1957402072124477546)  2025-08-18T11:19Z [----] followers, [----] engagements


"$DRR.UN being acquired for 0.8x its reported NAV. Applying the same to H&R and we get a value just over $15/unit (vs currently trading at $12). It's possible $HR.UN even goes for a higher value as there are multiple bidders"  
[X Link](https://x.com/anyuser/status/1958525974926283133)  2025-08-21T13:45Z [----] followers, [----] engagements


"$NA.TO reports mediocre quarter comments from TD analyst below. The results aren't so bad but they are in contrast to the big beats from the other banks:"  
[X Link](https://x.com/TSXDivStock/status/1960680694427812287)  2025-08-27T12:27Z [----] followers, [---] engagements


"NBF's Dividend All-Stars continue to perform well. The latest update (published last wk) shows a strategy of well-selected dividend stocks can deliver high income and beat the market $AD.UN $CHE.UN $PPL.TO $SIA.TO"  
[X Link](https://x.com/TSXDivStock/status/1967943750862414321)  2025-09-16T13:28Z [----] followers, [----] engagements


"Yesterday $HR.UN dropped on no news There may be loose lips at H&R.recall on July [--] the REIT was forced to disclose the special committee only after 'market speculation.' H&R REIT Confirms Special Committee Process to Consider Strategic Alternatives https://prn.to/40x5S8T https://prn.to/40x5S8T"  
[X Link](https://x.com/TSXDivStock/status/1973381838715466011)  2025-10-01T13:37Z [----] followers, [----] engagements


"$TD.TO gets an upgrade:"  
[X Link](https://x.com/TSXDivStock/status/1974098448673837545)  2025-10-03T13:05Z [----] followers, [----] engagements


"CIBC analyst raises targets for energy infrastructure stocks (on lower int rates) but downgrades $ENB.TO and $TRP.TO after a strong run. $KEY.TO has best return forecast over NTM"  
[X Link](https://x.com/TSXDivStock/status/1976292724304236836)  2025-10-09T14:24Z [----] followers, [---] engagements


"@lol_kikko I have bought Telus Northland Power and small amount of True North. $T.TO $NPI.TO $TNT.UN"  
[X Link](https://x.com/TSXDivStock/status/2006055768030675200)  2025-12-30T17:32Z [----] followers, [---] engagements


"Next week we should get an update from $HR.UN. Closure of property sales (expected to close in Jan) NCIB announcement maybe an update on additional properties for sale 🤞 H&R REIT Announces $1.5 billion of Retail and Office Property Sales https://prn.to/4jWG3ry https://prn.to/4jWG3ry"  
[X Link](https://x.com/TSXDivStock/status/2014717867053244484)  2026-01-23T15:12Z [----] followers, [----] engagements


"@BassamMelh @VenetoLibero198 They are convertible at $7.80 to be exact. And I still don't understand your first comment that they are 'jacking up the price'. $MRC.TO doesn't want them to be converted"  
[X Link](https://x.com/TSXDivStock/status/2016573239804272796)  2026-01-28T18:05Z [----] followers, [--] engagements

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