#  @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)  - [--] Week [------] +435% - [--] Month [------] -38% - [--] Months [-------] +55% - [--] Year [-------] +24% ### Mentions: [--] [#](/creator/twitter::1559610158740815872/posts_active)  - [--] Week [--] +17% - [--] Month [--] +19% - [--] Months [---] +27% - [--] Year [---] +19% ### Followers: [-----] [#](/creator/twitter::1559610158740815872/followers)  - [--] Week [-----] +0.38% - [--] Month [-----] +2.50% - [--] Months [-----] +34% - [--] Year [-----] +55% ### CreatorRank: [-------] [#](/creator/twitter::1559610158740815872/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 44.64% [stocks](/list/stocks) 3.57% [countries](/list/countries) 2.68% [technology brands](/list/technology-brands) 1.79% [social networks](/list/social-networks) 0.89% **Social topic influence** [dividend](/topic/dividend) #54, [$tto](/topic/$tto) #6, [$hrun](/topic/$hrun) #2, [reit](/topic/reit) #50, [$bceto](/topic/$bceto) #2, [$cheun](/topic/$cheun) 8.04%, [stocks](/topic/stocks) 7.14%, [in the](/topic/in-the) 6.25%, [strong](/topic/strong) 6.25%, [$dhtun](/topic/$dhtun) #1 **Top accounts mentioned or mentioned by** [@globeandmail](/creator/undefined) [@tsxman](/creator/undefined) [@fhoro](/creator/undefined) [@cdinewsletter](/creator/undefined) [@elibroftw](/creator/undefined) [@barryschwartzbw](/creator/undefined) [@ccmbrett](/creator/undefined) [@stephhughes95](/creator/undefined) [@fiaticeberg](/creator/undefined) [@rouzimrouz](/creator/undefined) [@nonobviously](/creator/undefined) [@cryptowinnies](/creator/undefined) [@zethuscap](/creator/undefined) [@calgaryrants](/creator/undefined) [@nuggetcapital](/creator/undefined) [@baystreetamber](/creator/undefined) [@abraham_l_l](/creator/undefined) [@investorstodgy](/creator/undefined) [@recoverytrade](/creator/undefined) **Top assets mentioned** [Royalty Pharma plc (RPRX)](/topic/$rprx) [TC Energy Corporation (TRP)](/topic/$trp) [Cenovus Energy Inc. (CVE)](/topic/$cve) ### Top Social Posts Top posts by engagements in the last [--] hours "CIBC highlighting the FCF and dividend growth from Keyera. $KEY.TO already yields 6.2%. My fave stock in this group is $ALA.TO but this looks interesting too" [X Link](https://x.com/TSXDivStock/status/1661372451266129922) 2023-05-24T14:03Z [----] 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 "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/TSXDivStock/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 "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 "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 "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 "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 "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 "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 $MRG.UN" [X Link](https://x.com/TSXDivStock/status/2021269263047118901) 2026-02-10T17:05Z [----] followers, [----] engagements "$KEY.TO provides positive guidance for [----] comments from CIBC:" [X Link](https://x.com/TSXDivStock/status/1734575373474496688) 2023-12-12T14:06Z [----] 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 "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 "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 "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 "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 "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. $T.TO" [X Link](https://x.com/TSXDivStock/status/2009329542654218673) 2026-01-08T18:21Z [----] followers, 16.3K engagements "$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 "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, 11.4K 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: $MRG.UN" [X Link](https://x.com/TSXDivStock/status/2021950873770111199) 2026-02-12T14:13Z [----] followers, [----] engagements "$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 "@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 "@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 "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 "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 "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 "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 "@CDInewsletter I have mixed feelings about this one (I own a small position). Analysts consistently highlight the discount valuation but the company is a messy mix of businesses and execution has been inconsistent" [X Link](https://x.com/TSXDivStock/status/1674070374995116035) 2023-06-28T15:00Z [----] followers, [---] engagements "It looks like I took profits on $PKI.TO far too early. Scotia comments on a big beat:" [X Link](https://x.com/TSXDivStock/status/1720040417469583515) 2023-11-02T11:29Z [----] followers, [---] engagements "RBC says the valuation of $PKI.TO has caught up to peers downgrades the stock. Up over 50% in the past year this one has surprised me (I sold it far too early)" [X Link](https://x.com/TSXDivStock/status/1754504901101486273) 2024-02-05T13:59Z [----] followers, [---] engagements "$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 "@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 "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 "@StephHughes95 The Cdn economy is handling these higher rates better than economists expected" [X Link](https://x.com/anyuser/status/1611356246170554371) 2023-01-06T13:37Z [----] followers, [----] engagements "At what point is TC Energy irresistible 7.5% yield now. $TRP.TO" [X Link](https://x.com/anyuser/status/1683872992755949569) 2023-07-25T16:13Z [----] followers, [----] engagements "@Fiat_iceberg Nothing. High CPI will be offset with weak July jobs. Unemployment has ticked up for several months now. They have enough data to support a pause" [X Link](https://x.com/anyuser/status/1691535130551070720) 2023-08-15T19:39Z [----] followers, [----] engagements "Friday's 52-wk lows included some high quality dividend growers: $BCE.TO $BNS.TO $CM.TO $CGO.TO I would argue the dividends are extremely safe on all these stocks" [X Link](https://x.com/anyuser/status/1693602097361522920) 2023-08-21T12:33Z [----] followers, [----] engagements "RBC Economics: 'On a per-person basis Canadian GDP has now declined for four straight quarters.'" [X Link](https://x.com/anyuser/status/1702016756871500093) 2023-09-13T17:49Z [----] followers, [----] engagements "TD's has published it's Q3 preview for the pipeline sector. Positive on group $ENB.TO top pick" [X Link](https://x.com/anyuser/status/1714266183740829924) 2023-10-17T13:04Z [----] followers, [----] engagements "@CDInewsletter I would add some lesser known names like $SPB.TO $GEI.TO $PLZ.UN. Even $AD.UN which is over 8% is in my view a pretty safe yield. And of course a multitude of pref shares" [X Link](https://x.com/anyuser/status/1732150497702768929) 2023-12-05T21:30Z [----] followers, [----] engagements "@fhoro Lots of people use regular unleaded. It's the most sold over 80%. Obviously you are driving a higher end car" [X Link](https://x.com/anyuser/status/1733530904692224241) 2023-12-09T16:55Z [----] followers, [---] engagements "I don't follow Cenovus too closely but maybe this is useful to some of you. Scotia cut its Q4 cash flow forecast by 24%. $CVE $CVE.TO" [X Link](https://x.com/anyuser/status/1745958603679248887) 2024-01-12T23:59Z [----] followers, 27.8K 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 "This company has bought back 48% of its shares and raised its dividend 67% in the past two years. I would have expected a nicer chart $Y.TO" [X Link](https://x.com/anyuser/status/1757755797327556751) 2024-02-14T13:16Z [----] followers, 15.9K engagements "Interesting article. I've always found insurance a bit too complicated this makes a great case. $FFH.TO Why Fairfax Financial should see an extraordinary run over the next decade /via @globeandmail https://www.theglobeandmail.com/investing/investment-ideas/article-why-fairfax-financial-should-see-an-extraordinary-run-over-the-next/utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links" [X Link](https://x.com/anyuser/status/1785626459412759021) 2024-05-01T11:04Z [----] 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 "Probably few care about $TNT.UN since it cut the distribution but its trading at 3.7x FFO and actually growing True North Commercial REIT Reports Q2-2024 Results North Commercial REIT Reports Q2-2024 Results https://prn.to/3LYbr8VTrue https://prn.to/3LYbr8VTrue" [X Link](https://x.com/anyuser/status/1820939355399074206) 2024-08-06T21:45Z [----] followers, [----] engagements "$AQN.TO gets the renewables sale done but a 40% dividend cut I don't think anyone expected that. From RBC:" [X Link](https://x.com/anyuser/status/1821899229801148692) 2024-08-09T13:20Z [----] followers, 10.2K engagements "RBC makes a strong case for Power Corp $POW.TO:" [X Link](https://x.com/anyuser/status/1822973812607988139) 2024-08-12T12:30Z [----] followers, [----] engagements "Chemtrade beat and raise AGAIN. This company has a great track record low 40% payout and now buying back shares. $CHE.UN From RBC:" [X Link](https://x.com/anyuser/status/1824083656429781327) 2024-08-15T14:00Z [----] 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 "A great day for REITs but whats going on with $TNT.UN up 15%" [X Link](https://x.com/anyuser/status/1831428972221005889) 2024-09-04T20:27Z [----] followers, [----] engagements "REITs have been making a comeback is it done Haha not even close. Take $HR.UN was trading at 43% discount to NAV now at a 35% discount. The long term avg is 10%. From RBC:" [X Link](https://x.com/anyuser/status/1833832063142613104) 2024-09-11T11:36Z [----] followers, [----] engagements "TD says a div cut for $SPB.TO is possible this quarter. With a 9.7% yield is the market already expecting this" [X Link](https://x.com/anyuser/status/1846274305371656329) 2024-10-15T19:37Z [----] followers, [----] engagements "REITs getting wacked again today. This recent bout of weakness seems unwarranted given the interest rate outlook. 🤔 Bank of Canada will cut rates [--] basis points in both December and January predicts a Citi economist /via @globeandmail https://www.theglobeandmail.com/investing/markets/inside-the-market/article-bank-of-canada-will-cut-rates-50-basis-points-in-both-december-and/utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links" [X Link](https://x.com/anyuser/status/1852412643472007273) 2024-11-01T18:09Z [----] followers, [----] engagements "My portfolio is 18% cash going into this election week. The combination of a strong run for stocks over the past year plus election uncertainty suggests to me there could be near term buying opportunities. (my track record for mkt timing is a solid 50-50)" [X Link](https://x.com/anyuser/status/1853473456836260245) 2024-11-04T16:24Z [----] followers, [---] engagements "$AD.UN with another solid quarter. Trading at 0.8x BV 7.5% yield with only a 53% payout ratio. 👍 Alaris Equity Partners Income Trust Releases [----] Third Quarter Financial Results https://www.globenewswire.com/en/news-release/2024/11/05/2975336/0/en/Alaris-Equity-Partners-Income-Trust-Releases-2024-Third-Quarter-Financial-Results.html https://www.globenewswire.com/en/news-release/2024/11/05/2975336/0/en/Alaris-Equity-Partners-Income-Trust-Releases-2024-Third-Quarter-Financial-Results.html" [X Link](https://x.com/anyuser/status/1854147744731935145) 2024-11-06T13:04Z [----] followers, [----] engagements "I know everyone hates $BCE.TO right now (incl me) but for the record BCE reported 2% EBITDA growth while 'top quartile' Telus came in at 1.3%. Scotia on $T.TO results:" [X Link](https://x.com/anyuser/status/1854895285731750212) 2024-11-08T14:34Z [----] followers, [----] engagements "$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 "$HR.UN (strangely) reports Q3 mid afternoon. Looks like the FFO-ex items is 31c in-line with analysts. Trading at a 42% discount to reported NAV. 🧐 H&R REIT Reports Third Quarter [----] Results https://prn.to/4frkNqW https://prn.to/4frkNqW" [X Link](https://x.com/anyuser/status/1856435174848000164) 2024-11-12T20:33Z [----] 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 "New analyst takes a more cautious stance on $CHE.UN. The company has lower debt payout ratio than in the past and an attractive mix of businesses. Despite that it trades at 5.1x EBITDA vs peers at 7.4x. I think Chemtrade will be a winner again in 2025" [X Link](https://x.com/anyuser/status/1866555050987786267) 2024-12-10T18:46Z [----] followers, [----] engagements "RBC upgrades $HR.UN asset sale could be a catalyst in [----] plus (ridiculously) low valuation" [X Link](https://x.com/anyuser/status/1866858729833959531) 2024-12-11T14:53Z [----] 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 "TD analyst looks at $BCE.TO $T.TO etc and finds them trading well below historical multiples by every metric. His conclusion is a pretty good argument to buy in my view (although he then cuts his BCE target once more)" [X Link](https://x.com/anyuser/status/1875181578810470608) 2025-01-03T14:05Z [----] followers, [----] engagements "Today RBC's HISA pays 2.8%. Last June the rate was 4.3% and by the summer it could be below 2%. Retail investors will be looking to dividend stocks for income" [X Link](https://x.com/anyuser/status/1875262164640133291) 2025-01-03T19:25Z [----] 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 "New Buy rating on Plaza REIT $PLZ.UN "we believe its 7.9-per-cent yield (71-per-cent payout ratio) provides an attractive value proposition particularly for yield-oriented investors" Wednesdays analyst upgrades and downgrades /via @globeandmail https://www.theglobeandmail.com/investing/markets/inside-the-market/article-wednesdays-analyst-upgrades-and-downgrades-for-january-22/utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links" [X Link](https://x.com/anyuser/status/1882056081989677392) 2025-01-22T13:21Z [----] followers, [---] engagements "TransAlta $TA.TO getting hit harder than $NVDA 😬" [X Link](https://x.com/anyuser/status/1883891670577545721) 2025-01-27T14:55Z [----] 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 "Cdn bond yields down [--] bps over past few weeks now back to level of this past September. REITs still have to rise 20% to get back to September level" [X Link](https://x.com/anyuser/status/1885327767471829198) 2025-01-31T14:02Z [----] 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 "Telus results out with better than expected guidance. For Q4 Telus lagged BCE in terms of ARPU (-3.6% vs -2.7%) and EBITDA (-0.6% vs +1.5%). Scotia comments: $T.TO $BCE.TO" [X Link](https://x.com/anyuser/status/1890039453739327850) 2025-02-13T14:04Z [----] followers, [----] engagements "I've shared this in the past but $HR.UN still trades at an egregious discount to higher debt higher payout peers. TD sees 'an attractive entry point':" [X Link](https://x.com/anyuser/status/1891887652049178851) 2025-02-18T16:29Z [----] followers, [----] engagements "Now here is NBF's 'Dividend All-Stars' list with a beautiful 5.6% avg yield and only 63% payout ratio:" [X Link](https://x.com/anyuser/status/1894021782283161932) 2025-02-24T13:49Z [----] followers, [----] engagements "$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 "TD thinks $REI.UN is oversold with AFFO growth still forecast to be positive despite the HBC hit" [X Link](https://x.com/anyuser/status/1906684968090120416) 2025-03-31T12:28Z [----] followers, [----] engagements "Who wants to make an investment decision when one sudden tweet can completely swing the market the other way" [X Link](https://x.com/anyuser/status/1910333071481504014) 2025-04-10T14:04Z [----] followers, [----] engagements "$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 "Scotia sees lots of upside for $NWH.UN and near term catalysts:" [X Link](https://x.com/anyuser/status/1925162432802021585) 2025-05-21T12:11Z [----] 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 "Wow big acquisition in Cdn REIT sector Hopefully this wakes up the market so many REITs trading well below NAV. $IIP.UN InterRent REIT to be Acquired by CLV Group in Partnership with GIC in $4 Billion All-Cash Transaction https://prn.to/4kbzEI6 https://prn.to/4kbzEI6" [X Link](https://x.com/anyuser/status/1927341554848415752) 2025-05-27T12:30Z [----] 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 "NBF upgrades Pembina $PPL.TO 5.6% yield and great track record in energy infrastructure space" [X Link](https://x.com/anyuser/status/1938217626099933491) 2025-06-26T12:47Z [----] followers, [----] engagements "Great development for $HR.UN obviously M&A picking up for sector $IIP.UN" [X Link](https://x.com/anyuser/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/anyuser/status/1945118446821203987) 2025-07-15T13:49Z [----] followers, [----] engagements "Plaza REIT $PLZ.UN at a 52-wk high (I dont get to say that about a REIT very often) Morguard owns 15% could there be a deal in the works" [X Link](https://x.com/anyuser/status/1947702042052514097) 2025-07-22T16:55Z [----] followers, [----] engagements "$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 "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 "Pembina tweaks guidance gives more detail on long term growth projects from Scotia: $PPL.TO" [X Link](https://x.com/anyuser/status/1953802335873876308) 2025-08-08T12:55Z [----] 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 "TD positive on $REI.UN although thinks it lacks catalysts. Anlayst complains that investors are focused on 2% of assets then provides detailed note on those 2% of assets. 😁" [X Link](https://x.com/anyuser/status/1955257315629678899) 2025-08-12T13:17Z [----] followers, [----] engagements "$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/anyuser/status/1955744295454908870) 2025-08-13T21:32Z [----] followers, [----] engagements "I've lost track of how many times $CHE.UN has raised guidance in the last few years. EBITDA outlook now 10% higher for [----] implying a 40% payout on 6.2% div. https://www.businesswire.com/news/home/20250814686837/en/Chemtrade-Announces-Strong-Results-for-Q2-2025-Raises-Guidance-for-2025-to-%24475M---%24500M-Implementing-New-NCIB-Redeeming-Convertible-Debenturesutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork" [X Link](https://x.com/anyuser/status/1956107213405347886) 2025-08-14T21:34Z [----] 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 Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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: [------] #
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- [--] Months [-------] +55%
- [--] Year [-------] +24%
Mentions: [--] #
- [--] Week [--] +17%
- [--] Month [--] +19%
- [--] Months [---] +27%
- [--] Year [---] +19%
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- [--] Week [-----] +0.38%
- [--] Month [-----] +2.50%
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Social Influence
Social category influence finance 44.64% stocks 3.57% countries 2.68% technology brands 1.79% social networks 0.89%
Social topic influence dividend #54, $tto #6, $hrun #2, reit #50, $bceto #2, $cheun 8.04%, stocks 7.14%, in the 6.25%, strong 6.25%, $dhtun #1
Top accounts mentioned or mentioned by @globeandmail @tsxman @fhoro @cdinewsletter @elibroftw @barryschwartzbw @ccmbrett @stephhughes95 @fiaticeberg @rouzimrouz @nonobviously @cryptowinnies @zethuscap @calgaryrants @nuggetcapital @baystreetamber @abraham_l_l @investorstodgy @recoverytrade
Top assets mentioned Royalty Pharma plc (RPRX) TC Energy Corporation (TRP) Cenovus Energy Inc. (CVE)
Top Social Posts
Top posts by engagements in the last [--] hours
"CIBC highlighting the FCF and dividend growth from Keyera. $KEY.TO already yields 6.2%. My fave stock in this group is $ALA.TO but this looks interesting too"
X Link 2023-05-24T14:03Z [----] 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 $9.5-billion money manager is buying Element Fleet and Fairfax /via @globeandmail https://www.theglobeandmail.com/investing/globe-advisor/advisor-funds/article-why-this-95-billion-money-manager-is-buying-element-fleet-and-fairfax/utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links"
X Link 2025-07-18T14:47Z [----] followers, [----] engagements
"$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 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 $DHT.UN)"
X Link 2025-11-05T14:43Z [----] followers, [----] engagements
"$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 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 2025-11-13T14:50Z [----] followers, [----] engagements
"RBC says Northlands dividend is now likely more sustainable. Haha $NPI.TO"
X Link 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 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 2025-12-03T13:53Z [----] followers, [----] 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 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 2026-01-30T13:09Z [----] 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 2026-02-06T14:42Z [----] followers, [----] engagements
"NBF energy infrastructure top picks big FCF yields solid balance sheets: $ALA.TO $CPX.TO $GEI.TO $TRP.TO"
X Link 2024-01-30T13:09Z [----] followers, [---] engagements
"TD thinks $PPL.TO is the best opportunity right now in energy infrastructure:"
X Link 2025-09-02T13:28Z [----] followers, 11.4K 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 2025-09-16T13:28Z [----] 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 2026-02-03T14:48Z [----] 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 $MRG.UN"
X Link 2026-02-10T17:05Z [----] followers, [----] engagements
"$KEY.TO provides positive guidance for [----] comments from CIBC:"
X Link 2023-12-12T14:06Z [----] 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 2025-12-09T13:53Z [----] followers, [----] engagements
"TD analyst predicts a dividend cut (still recommends the stock as a BUY). $T.TO"
X Link 2026-02-13T14:39Z [----] 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 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 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 $BCE.TO"
X Link 2025-12-30T14:31Z [----] followers, [----] engagements
"Happy New Year [----] was a beauty especially for gold. Overall I was up 23.6%. I lagged the market (no gold relatively conservative) but no complaints. For [----] sticking with my winners ($DHT.UN $CHE.UN etc) and hoping for a bounce in $T.TO $NPI.TO REITs"
X Link 2026-01-02T14:06Z [----] followers, [----] engagements
"The pipes have had a good year Scotia thinks there's more to come: $TRP.TO $KEY.TO"
X Link 2024-10-09T11:56Z [----] 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 2025-07-08T23:33Z [----] followers, 10.1K 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. $T.TO"
X Link 2026-01-08T18:21Z [----] followers, 16.3K engagements
"$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 2026-02-10T21:43Z [----] followers, [---] engagements
"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 2026-02-12T13:38Z [----] followers, 11.4K 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: $MRG.UN"
X Link 2026-02-12T14:13Z [----] followers, [----] engagements
"$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 2026-02-12T16:16Z [----] 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 2026-02-12T18:47Z [----] 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 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 2026-02-13T13:43Z [----] followers, [---] engagements
"CIBC analyst raises target on $MRG.UN 47% discount to NAV:"
X Link 2026-02-13T14:10Z [----] 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 2026-02-13T15:31Z [----] 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 2025-07-25T13:19Z [----] 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 2025-08-05T14:15Z [----] followers, [---] engagements
"@CDInewsletter I have mixed feelings about this one (I own a small position). Analysts consistently highlight the discount valuation but the company is a messy mix of businesses and execution has been inconsistent"
X Link 2023-06-28T15:00Z [----] followers, [---] engagements
"It looks like I took profits on $PKI.TO far too early. Scotia comments on a big beat:"
X Link 2023-11-02T11:29Z [----] followers, [---] engagements
"RBC says the valuation of $PKI.TO has caught up to peers downgrades the stock. Up over 50% in the past year this one has surprised me (I sold it far too early)"
X Link 2024-02-05T13:59Z [----] followers, [---] engagements
"$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 2024-02-28T13:17Z [----] 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 2024-05-05T13:27Z [----] 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 2025-05-05T11:50Z [----] followers, [----] engagements
"@StephHughes95 The Cdn economy is handling these higher rates better than economists expected"
X Link 2023-01-06T13:37Z [----] followers, [----] engagements
"At what point is TC Energy irresistible 7.5% yield now. $TRP.TO"
X Link 2023-07-25T16:13Z [----] followers, [----] engagements
"@Fiat_iceberg Nothing. High CPI will be offset with weak July jobs. Unemployment has ticked up for several months now. They have enough data to support a pause"
X Link 2023-08-15T19:39Z [----] followers, [----] engagements
"Friday's 52-wk lows included some high quality dividend growers: $BCE.TO $BNS.TO $CM.TO $CGO.TO I would argue the dividends are extremely safe on all these stocks"
X Link 2023-08-21T12:33Z [----] followers, [----] engagements
"RBC Economics: 'On a per-person basis Canadian GDP has now declined for four straight quarters.'"
X Link 2023-09-13T17:49Z [----] followers, [----] engagements
"TD's has published it's Q3 preview for the pipeline sector. Positive on group $ENB.TO top pick"
X Link 2023-10-17T13:04Z [----] followers, [----] engagements
"@CDInewsletter I would add some lesser known names like $SPB.TO $GEI.TO $PLZ.UN. Even $AD.UN which is over 8% is in my view a pretty safe yield. And of course a multitude of pref shares"
X Link 2023-12-05T21:30Z [----] followers, [----] engagements
"@fhoro Lots of people use regular unleaded. It's the most sold over 80%. Obviously you are driving a higher end car"
X Link 2023-12-09T16:55Z [----] followers, [---] engagements
"I don't follow Cenovus too closely but maybe this is useful to some of you. Scotia cut its Q4 cash flow forecast by 24%. $CVE $CVE.TO"
X Link 2024-01-12T23:59Z [----] followers, 27.8K 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 2024-01-15T13:09Z [----] followers, [----] engagements
"This company has bought back 48% of its shares and raised its dividend 67% in the past two years. I would have expected a nicer chart $Y.TO"
X Link 2024-02-14T13:16Z [----] followers, 15.9K engagements
"Interesting article. I've always found insurance a bit too complicated this makes a great case. $FFH.TO Why Fairfax Financial should see an extraordinary run over the next decade /via @globeandmail https://www.theglobeandmail.com/investing/investment-ideas/article-why-fairfax-financial-should-see-an-extraordinary-run-over-the-next/utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links"
X Link 2024-05-01T11:04Z [----] followers, [----] engagements
"All the analysts I've read today remain bullish on $FFH.TO. From NBF:"
X Link 2024-05-06T18:00Z [----] followers, [----] engagements
"Nice to see the big rally in REITs and telecoms with the drop in rates. 😡"
X Link 2024-06-14T14:02Z [----] followers, [---] engagements
"Probably few care about $TNT.UN since it cut the distribution but its trading at 3.7x FFO and actually growing True North Commercial REIT Reports Q2-2024 Results North Commercial REIT Reports Q2-2024 Results https://prn.to/3LYbr8VTrue https://prn.to/3LYbr8VTrue"
X Link 2024-08-06T21:45Z [----] followers, [----] engagements
"$AQN.TO gets the renewables sale done but a 40% dividend cut I don't think anyone expected that. From RBC:"
X Link 2024-08-09T13:20Z [----] followers, 10.2K engagements
"RBC makes a strong case for Power Corp $POW.TO:"
X Link 2024-08-12T12:30Z [----] followers, [----] engagements
"Chemtrade beat and raise AGAIN. This company has a great track record low 40% payout and now buying back shares. $CHE.UN From RBC:"
X Link 2024-08-15T14:00Z [----] 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 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 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 2024-09-04T19:37Z [----] followers, [----] engagements
"A great day for REITs but whats going on with $TNT.UN up 15%"
X Link 2024-09-04T20:27Z [----] followers, [----] engagements
"REITs have been making a comeback is it done Haha not even close. Take $HR.UN was trading at 43% discount to NAV now at a 35% discount. The long term avg is 10%. From RBC:"
X Link 2024-09-11T11:36Z [----] followers, [----] engagements
"TD says a div cut for $SPB.TO is possible this quarter. With a 9.7% yield is the market already expecting this"
X Link 2024-10-15T19:37Z [----] followers, [----] engagements
"REITs getting wacked again today. This recent bout of weakness seems unwarranted given the interest rate outlook. 🤔 Bank of Canada will cut rates [--] basis points in both December and January predicts a Citi economist /via @globeandmail https://www.theglobeandmail.com/investing/markets/inside-the-market/article-bank-of-canada-will-cut-rates-50-basis-points-in-both-december-and/utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links"
X Link 2024-11-01T18:09Z [----] followers, [----] engagements
"My portfolio is 18% cash going into this election week. The combination of a strong run for stocks over the past year plus election uncertainty suggests to me there could be near term buying opportunities. (my track record for mkt timing is a solid 50-50)"
X Link 2024-11-04T16:24Z [----] followers, [---] engagements
"$AD.UN with another solid quarter. Trading at 0.8x BV 7.5% yield with only a 53% payout ratio. 👍 Alaris Equity Partners Income Trust Releases [----] Third Quarter Financial Results https://www.globenewswire.com/en/news-release/2024/11/05/2975336/0/en/Alaris-Equity-Partners-Income-Trust-Releases-2024-Third-Quarter-Financial-Results.html https://www.globenewswire.com/en/news-release/2024/11/05/2975336/0/en/Alaris-Equity-Partners-Income-Trust-Releases-2024-Third-Quarter-Financial-Results.html"
X Link 2024-11-06T13:04Z [----] followers, [----] engagements
"I know everyone hates $BCE.TO right now (incl me) but for the record BCE reported 2% EBITDA growth while 'top quartile' Telus came in at 1.3%. Scotia on $T.TO results:"
X Link 2024-11-08T14:34Z [----] followers, [----] engagements
"$REI.UN with strong occupancy and renewal spreads still at a discount valuation. From TD:"
X Link 2024-11-12T13:35Z [----] followers, [----] engagements
"$HR.UN (strangely) reports Q3 mid afternoon. Looks like the FFO-ex items is 31c in-line with analysts. Trading at a 42% discount to reported NAV. 🧐 H&R REIT Reports Third Quarter [----] Results https://prn.to/4frkNqW https://prn.to/4frkNqW"
X Link 2024-11-12T20:33Z [----] 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 2024-11-14T17:34Z [----] followers, [----] engagements
"New analyst takes a more cautious stance on $CHE.UN. The company has lower debt payout ratio than in the past and an attractive mix of businesses. Despite that it trades at 5.1x EBITDA vs peers at 7.4x. I think Chemtrade will be a winner again in 2025"
X Link 2024-12-10T18:46Z [----] followers, [----] engagements
"RBC upgrades $HR.UN asset sale could be a catalyst in [----] plus (ridiculously) low valuation"
X Link 2024-12-11T14:53Z [----] followers, [----] engagements
"Bought $BCE.TO $HR.UN and $MRG.UN today. Let the Santa Claus rally begin 🙏"
X Link 2024-12-23T15:42Z [----] followers, [----] engagements
"TD analyst looks at $BCE.TO $T.TO etc and finds them trading well below historical multiples by every metric. His conclusion is a pretty good argument to buy in my view (although he then cuts his BCE target once more)"
X Link 2025-01-03T14:05Z [----] followers, [----] engagements
"Today RBC's HISA pays 2.8%. Last June the rate was 4.3% and by the summer it could be below 2%. Retail investors will be looking to dividend stocks for income"
X Link 2025-01-03T19:25Z [----] followers, [----] engagements
"Suddenly REITs aren't rate sensitive Cda [--] year yield down [--] bps since US CPI report REITs flat. 😕"
X Link 2025-01-17T20:53Z [----] followers, [----] engagements
"New Buy rating on Plaza REIT $PLZ.UN "we believe its 7.9-per-cent yield (71-per-cent payout ratio) provides an attractive value proposition particularly for yield-oriented investors" Wednesdays analyst upgrades and downgrades /via @globeandmail https://www.theglobeandmail.com/investing/markets/inside-the-market/article-wednesdays-analyst-upgrades-and-downgrades-for-january-22/utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links"
X Link 2025-01-22T13:21Z [----] followers, [---] engagements
"TransAlta $TA.TO getting hit harder than $NVDA 😬"
X Link 2025-01-27T14:55Z [----] followers, [----] engagements
"TD says $CVE.TO is cheap even assuming the most bearish outcome for downstream ops"
X Link 2025-01-30T14:35Z [----] followers, [----] engagements
"Cdn bond yields down [--] bps over past few weeks now back to level of this past September. REITs still have to rise 20% to get back to September level"
X Link 2025-01-31T14:02Z [----] 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 2025-02-04T14:34Z [----] followers, [----] engagements
"Telus results out with better than expected guidance. For Q4 Telus lagged BCE in terms of ARPU (-3.6% vs -2.7%) and EBITDA (-0.6% vs +1.5%). Scotia comments: $T.TO $BCE.TO"
X Link 2025-02-13T14:04Z [----] followers, [----] engagements
"I've shared this in the past but $HR.UN still trades at an egregious discount to higher debt higher payout peers. TD sees 'an attractive entry point':"
X Link 2025-02-18T16:29Z [----] followers, [----] engagements
"Now here is NBF's 'Dividend All-Stars' list with a beautiful 5.6% avg yield and only 63% payout ratio:"
X Link 2025-02-24T13:49Z [----] followers, [----] engagements
"$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 2025-03-19T15:03Z [----] followers, [----] engagements
"TD thinks $REI.UN is oversold with AFFO growth still forecast to be positive despite the HBC hit"
X Link 2025-03-31T12:28Z [----] followers, [----] engagements
"Who wants to make an investment decision when one sudden tweet can completely swing the market the other way"
X Link 2025-04-10T14:04Z [----] followers, [----] engagements
"$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 2025-04-23T21:14Z [----] followers, [----] engagements
"Scotia sees lots of upside for $NWH.UN and near term catalysts:"
X Link 2025-05-21T12:11Z [----] 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 2025-05-26T20:12Z [----] followers, [----] engagements
"Wow big acquisition in Cdn REIT sector Hopefully this wakes up the market so many REITs trading well below NAV. $IIP.UN InterRent REIT to be Acquired by CLV Group in Partnership with GIC in $4 Billion All-Cash Transaction https://prn.to/4kbzEI6 https://prn.to/4kbzEI6"
X Link 2025-05-27T12:30Z [----] followers, [----] engagements
"Here's something new An analyst upgrade for $BCE.TO"
X Link 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 2025-06-03T15:37Z [----] followers, [----] engagements
"NBF upgrades Pembina $PPL.TO 5.6% yield and great track record in energy infrastructure space"
X Link 2025-06-26T12:47Z [----] followers, [----] engagements
"Great development for $HR.UN obviously M&A picking up for sector $IIP.UN"
X Link 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 2025-07-15T13:49Z [----] followers, [----] engagements
"Plaza REIT $PLZ.UN at a 52-wk high (I dont get to say that about a REIT very often) Morguard owns 15% could there be a deal in the works"
X Link 2025-07-22T16:55Z [----] followers, [----] engagements
"$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 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 2025-07-29T12:47Z [----] 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 2025-08-07T12:16Z [----] followers, [----] engagements
"Pembina tweaks guidance gives more detail on long term growth projects from Scotia: $PPL.TO"
X Link 2025-08-08T12:55Z [----] 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 2025-08-11T15:15Z [----] followers, [----] engagements
"TD positive on $REI.UN although thinks it lacks catalysts. Anlayst complains that investors are focused on 2% of assets then provides detailed note on those 2% of assets. 😁"
X Link 2025-08-12T13:17Z [----] followers, [----] engagements
"$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 2025-08-13T21:32Z [----] followers, [----] engagements
"I've lost track of how many times $CHE.UN has raised guidance in the last few years. EBITDA outlook now 10% higher for [----] implying a 40% payout on 6.2% div. https://www.businesswire.com/news/home/20250814686837/en/Chemtrade-Announces-Strong-Results-for-Q2-2025-Raises-Guidance-for-2025-to-%24475M---%24500M-Implementing-New-NCIB-Redeeming-Convertible-Debenturesutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"
X Link 2025-08-14T21:34Z [----] followers, [----] engagements
"NBF raises target on $CHE.UN after strong quarter and guidance increase. The new $17.50 target is based on an unchanged 6x EBITDA which is well below where larger chemical companies trade (9-13x)"
X Link 2025-08-18T11:19Z [----] followers, [----] engagements
"$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 2025-08-21T13:45Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing