#  @rouzi_mrouz RouziM RouziM posts on X about dividend, $touto, $tto, $bipun the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1595852593762566144/interactions)  - [--] Week [------] -99% - [--] Month [---------] +34,845% - [--] Months [---------] +19,808% - [--] Year [---------] +577% ### Mentions: [--] [#](/creator/twitter::1595852593762566144/posts_active)  - [--] Month [--] -21% - [--] Months [---] +460% - [--] Year [---] +955% ### Followers: [-----] [#](/creator/twitter::1595852593762566144/followers)  - [--] Week [---] +1.70% - [--] Month [---] +7.80% - [--] Months [---] +127% - [--] Year [---] +411% ### CreatorRank: [---------] [#](/creator/twitter::1595852593762566144/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [dividend](/topic/dividend) #1056, [$touto](/topic/$touto) #17, [$tto](/topic/$tto), [$bipun](/topic/$bipun), [stocks](/topic/stocks), [$pplto](/topic/$pplto), [$arxto](/topic/$arxto), [$cnqto](/topic/$cnqto), [money](/topic/money), [$bceto](/topic/$bceto) **Top accounts mentioned or mentioned by** [@bubleqe](/creator/undefined) [@divgrojourney](/creator/undefined) [@thewiseic](/creator/undefined) [@tsxman](/creator/undefined) [@nuggetcapital](/creator/undefined) [@ptfry](/creator/undefined) [@cdinewsletter](/creator/undefined) [@stocktradesca](/creator/undefined) [@petermeiszner](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@venetolibero198](/creator/undefined) [@questforyield](/creator/undefined) [@cafreeland](/creator/undefined) [@katiessummerss](/creator/undefined) [@vanbitcoiners](/creator/undefined) [@vancouverbtc](/creator/undefined) [@kensimcity](/creator/undefined) [@slrcawaja](/creator/undefined) [@deanskiman](/creator/undefined) [@capitalpower](/creator/undefined) **Top assets mentioned** [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Fortis Inc. Common Shares (FTS)](/topic/$fts) [PPL Corp (PPL)](/topic/$ppl) [Rogers Communications, Inc. (RCI)](/topic/$rci) [Bitcoin (BTC)](/topic/bitcoin) [TC Energy Corporation (TRP)](/topic/$trp) ### Top Social Posts Top posts by engagements in the last [--] hours "@cafreeland I am middle class and I get nothing" [X Link](https://x.com/rouzi_mrouz/status/1757867848859558379) 2024-02-14T20:42Z [--] followers, [--] engagements "@BubleQe Fortis is woodfibre too since its gas subsidiary will construct a pipeline to supply woodfibre" [X Link](https://x.com/rouzi_mrouz/status/1796959920635760860) 2024-06-01T17:40Z [--] followers, [--] engagements "@PtFry How about letting customers decide whats best for them" [X Link](https://x.com/rouzi_mrouz/status/1815981671453450719) 2024-07-24T05:25Z [---] followers, [---] engagements "@katiessummerss Carbon tax not forest management can solve the wild fires problem More taxes less fire" [X Link](https://x.com/rouzi_mrouz/status/1816526974531305770) 2024-07-25T17:32Z [---] followers, [--] engagements "@CDInewsletter They just are not able to grow and some say they paid too much for the recent acquisition of ACE. Its kind of a sandbox for Pernod. I should add that I own a small amount of this and at these prices it is probably not a bad addition but I will wait for ER" [X Link](https://x.com/rouzi_mrouz/status/1818692682258203077) 2024-07-31T16:58Z [---] followers, [--] engagements "Added to Gibson today $GEI.TO; no reason to drop today along the oil companies. One of RBCs best ideas in energy" [X Link](https://x.com/rouzi_mrouz/status/1819097730213728675) 2024-08-01T19:47Z [---] followers, [--] engagements "@StockTrades_CA Rating agencies are always late. BCE is already trying to reduce its debt; selling their company in the North to indigenous folks for one billion. They also have other levers to pull as you know to pay down debt. There wont be dividend increases for some time and thats fine" [X Link](https://x.com/rouzi_mrouz/status/1829944251175915641) 2024-08-31T18:08Z [---] followers, [---] engagements "@StockTrades_CA You ignored my comment about the sale of assets. From Q2: "we entered into a transaction to sell Northwestel to for up to $1 billion in cash to use those proceeds to proactively manage our balance sheet and to pay down debt" [X Link](https://x.com/rouzi_mrouz/status/1830247938985263130) 2024-09-01T14:14Z [---] followers, [--] engagements "@CDInewsletter Agreed. I also learned the hard way after losing big in one penny stock in an industry I thought I knew well" [X Link](https://x.com/rouzi_mrouz/status/1835359907467727274) 2024-09-15T16:47Z [---] followers, [--] engagements "@PtFry @PeterMeiszner Leave the city too Vancouver is better without you" [X Link](https://x.com/rouzi_mrouz/status/1862409738350420165) 2024-11-29T08:14Z [---] followers, [--] engagements "@NuggetCapital $CNQ $ $PPL from proceeds of trimming $CPX" [X Link](https://x.com/rouzi_mrouz/status/1865132283902202014) 2024-12-06T20:32Z [--] followers, [---] engagements "@PeterMeiszner @VanBitcoiners @Vancouver_BTC @KenSimCity How much bitcoin you and mayor have invested in personally" [X Link](https://x.com/rouzi_mrouz/status/1866991466813460511) 2024-12-11T23:40Z [--] followers, [---] engagements "2024 Returns RRSP (USD converted to CAD): 30.47% TFSA (only Canadian listed): 12.48% Non-registered (tsx only): 23.4% Overall: 22.11% Not bad considering TSX and S&P500 performance of 18% and 23.3% respectively" [X Link](https://x.com/rouzi_mrouz/status/1874547013683130652) 2025-01-01T20:03Z [--] followers, [--] engagements "@BubleQe I have owned MREL for some time. MER is quite high and its distribution is higher than the distribution of underlying REITs which means return of capital. However they invest only in top REITs and their total returns after fees have been generally better than low MER reit etfs" [X Link](https://x.com/rouzi_mrouz/status/1876729170383778282) 2025-01-07T20:34Z [--] followers, [---] engagements "@BubleQe @slrcawaja One thing about utilities is that Trumps tax cuts are not really good for them But in utilities FTS and EMA are the only ones I am interested in" [X Link](https://x.com/rouzi_mrouz/status/1876729706906550397) 2025-01-07T20:36Z [--] followers, [--] engagements "@DeanSkiMan @BubleQe @CapitalPower It got a little bit too expensive. A buy at the bought deal price of. Around $58-59" [X Link](https://x.com/rouzi_mrouz/status/1877449983466656220) 2025-01-09T20:18Z [--] followers, [--] engagements "@DivGrojourney I am buying. People are not valuing its significant hydro assets (40% FFO) or its recent investment in nuclear. IMO a buy at these levels but buyer should be ready to buy more at lower prices with this trend Maybe half position" [X Link](https://x.com/rouzi_mrouz/status/1882174381356675305) 2025-01-22T21:11Z [--] followers, [--] engagements "@DividendDaddy1 [--] $VGT [--] $BEP.un [--] $PPL [--] $CNQ [--] $BIP.un for me" [X Link](https://x.com/rouzi_mrouz/status/1908240774212505669) 2025-04-04T19:30Z [--] followers, [---] engagements "@BubleQe I think one of the REITs associated with major grocers is your response; Choice properties (Loblaws) or Crombie (Empire). Choice is Rock Solid" [X Link](https://x.com/rouzi_mrouz/status/1911254505204945273) 2025-04-13T03:05Z [--] followers, [---] engagements "$BEP.UN up [---] % today. Started a position early in the year due to it being in value territory and because of its hydro and nuclear assets. Trumps nuclear power plans can increase the value of the Westinghouse considerably which probably explains todays action" [X Link](https://x.com/rouzi_mrouz/status/1932305985856843920) 2025-06-10T05:17Z [--] followers, [--] engagements "@Serpicoo3 Who makes one million dollar in salary Also you can reduce by using RSP. Further if you have [--] million in capital gains that will not be your tax. I agree with you however that a lot of our taxes are wasted" [X Link](https://x.com/rouzi_mrouz/status/1943432968397378011) 2025-07-10T22:11Z [--] followers, [---] engagements "Todays adds: $hhl.to (healthcare covered call etf) I also have $VHT in USD in my RRSP. I see value in health care sector and I play it via ETFs. Also small add to $CNQ.to and $Tou.to" [X Link](https://x.com/rouzi_mrouz/status/1945255695043195131) 2025-07-15T22:54Z [--] followers, [---] engagements "@JimChuong Maybe they prefer to explore Canada to support the country. I travelled to the Maritimes this year for the first time not because I dont have money to go to Europe but because I wanted to explore Canada" [X Link](https://x.com/rouzi_mrouz/status/1947427208160841840) 2025-07-21T22:43Z [--] followers, [--] engagements "Todays add: $pif.to Its cheap with 7% dividend and trading below BV. I do expect a better earnings result now that they have completed the acquisition of the wind farm in Puerto Rico. Latin America is thirsty for all types of power" [X Link](https://x.com/rouzi_mrouz/status/1947796173773017292) 2025-07-22T23:09Z [--] followers, [---] engagements "@VeldonCoburn How much more money/bribe/power do you want to stop your anti-Canada extortion Poor students that have to listen to such a radical biased so-called educator" [X Link](https://x.com/rouzi_mrouz/status/1948482437786263976) 2025-07-24T20:36Z [--] followers, [--] engagements "Todays add: heavily added to my $tou.to position. Also added to $lif.to and $Mtl.to with my $trp and dividends. Busy day 🙂 http://Cpx.to http://Cpx.to" [X Link](https://x.com/rouzi_mrouz/status/1951002743122043306) 2025-07-31T19:31Z [---] followers, [---] engagements "$pif.to is out with great results: 15% increase in production Adj EBITDA $15.4 million up from $13.3 m last year EPS $0.1 up from $0.05 [--] million cash for future developments Total liabilities down significantly too" [X Link](https://x.com/rouzi_mrouz/status/1951021327273566574) 2025-07-31T20:45Z [--] followers, [--] engagements "@Philbert771 Well with recent acquisition in Puerto Rico they are getting there. Also I think their next project willl be a battery system in the same jurisdiction. Dividend make it easy to wait till re-rate" [X Link](https://x.com/rouzi_mrouz/status/1951373302943060095) 2025-08-01T20:03Z [--] followers, [--] engagements "Todays adds: $ERE.un at [----] $LIF.to and $CNQ" [X Link](https://x.com/rouzi_mrouz/status/1953501127644778697) 2025-08-07T16:58Z [--] followers, [---] engagements "@ysteve747 @SteveWps The only problem is cash. No way to put cash directly in your account. You will need another bank or credit union account for that" [X Link](https://x.com/rouzi_mrouz/status/1953703176055783606) 2025-08-08T06:21Z [--] followers, [--] engagements "@TSXDivStock Just added to my position. I like their diversified investment portfolio in established profitable companies with stable cash flows. The numbers were generally positive although it seems it missed consensus" [X Link](https://x.com/rouzi_mrouz/status/1953850934955589814) 2025-08-08T16:08Z [--] followers, [--] engagements "Todays trades: Added more to $ERE.un couldnt resist Added to $AD.un Trimmed my Rogers shares and added to $BIP.Un Oh and just a little add to $ppl.to" [X Link](https://x.com/rouzi_mrouz/status/1953881794019045379) 2025-08-08T18:11Z [--] followers, [----] engagements "@TheWiseIC $AD.UN has created a nice niche for itself in emerging private equity business investing mainly in prefs of companies with stable CF in established industries. Its a good addition to a well diversified portfolio and dividend is covered with 65% payout" [X Link](https://x.com/rouzi_mrouz/status/1953921788800561536) 2025-08-08T20:50Z [--] followers, [---] engagements "Ended up selling more $EIF.TO (went up 7% by the end of the day) keeping it in cash for future opportunistic purchases" [X Link](https://x.com/rouzi_mrouz/status/1955372673749618817) 2025-08-12T20:55Z [--] followers, [--] engagements "Todays trade: Sold more of my $RCI.b shares at a nice 26% profit and put the proceeds in $BIP.UN $ERE.UN (now almost 9% of my TFSA portfolio) and $TOU.TO (Also around 9% of my TFSA)" [X Link](https://x.com/rouzi_mrouz/status/1955771468626977157) 2025-08-13T23:20Z [--] followers, [---] engagements "I have now sold all of my Rogers shares (more than 25% profit in less than [--] months) and put the money back to $BIP.UN $AD.UN and $Tou.TO Todays trade: Sold $BIP.UN for 12% profit and purchased $RCI.b. Similar dividends but valuation wise Rogers has more room to grow. Still positive about BIP over the LT but PE is having some difficulties exiting their investments in [----]. Now own all 3: $t.to $bce.to and RCI Todays trade: Sold $BIP.UN for 12% profit and purchased $RCI.b. Similar dividends but valuation wise Rogers has more room to grow. Still positive about BIP over the LT but PE is having" [X Link](https://x.com/rouzi_mrouz/status/1956029223656939921) 2025-08-14T16:24Z [---] followers, [----] engagements "@LorraineKe53854 @Gina_B_63 @FrankWAuthor @yonkojohn It has been [--] years since Harpers years. Go check your facts" [X Link](https://x.com/rouzi_mrouz/status/1957224624711963135) 2025-08-17T23:34Z [--] followers, [--] engagements "@BubleQe @WoodfibreLNG As you know. FortisBC ($FTS) is the one taking the gas from Enbridges pipe to woodfibre site" [X Link](https://x.com/rouzi_mrouz/status/1963335830908657746) 2025-09-03T20:18Z [---] followers, [--] engagements "@TheWiseIC I agree that the valuation is enticing" [X Link](https://x.com/rouzi_mrouz/status/1963351684312436768) 2025-09-03T21:21Z [--] followers, [--] engagements "Todays trade: Trimmed more $ap.un (20% return so far) and added the proceeds to initiate a new position in $APR.UN. I like niche businesses It doesnt have a huge discount to NAV but its less risky and pays 7% (81% AFFO payout-44% debt/GBV) Also added to $hhl.to" [X Link](https://x.com/rouzi_mrouz/status/1970969767684211082) 2025-09-24T21:53Z [---] followers, [---] engagements "Todays trades: Initiated a position in $ADN.To (timberland in NB and Maine). At [--] week lows. Some operational issues in Maine that will be hopefully sorted out. 6.5% dividend. Added 10% more to $HR.UN (somewhat speculative) Added to $ http://Tou.to http://Tou.to" [X Link](https://x.com/rouzi_mrouz/status/1973111863622934780) 2025-09-30T19:45Z [---] followers, [---] engagements "@TheWiseIC $mtl.to is a good one. I like its CEO; very transparent. Opportunities for growth via acquisitions. Just the high payout ratio is worrying. I like to buy closer to [--] weeks low" [X Link](https://x.com/rouzi_mrouz/status/1975772688913502230) 2025-10-08T03:58Z [---] followers, [--] engagements "@BubleQe @TELUS Its going down for no reason. I added too" [X Link](https://x.com/rouzi_mrouz/status/1975989851939016712) 2025-10-08T18:21Z [---] followers, [---] engagements "@NuggetCapital Everything except telecom and utilities" [X Link](https://x.com/rouzi_mrouz/status/1977214448017588294) 2025-10-12T03:27Z [---] followers, [---] engagements "@DivGrojourney Why change from BIP to BIPC Arent they the same other than for tax treatment" [X Link](https://x.com/rouzi_mrouz/status/1916117597239869757) 2025-04-26T13:10Z [---] followers, [--] engagements "@FullScopeWelds @tsxman Own $t.to and with dividends I am comfortably in the green. I also like the prospects of Telus Health and given my bullish outlook for BC and Alberta which is were Telus is more prominent I am comfortable holding it for long term. $BCE.to terrible management but low valuation" [X Link](https://x.com/rouzi_mrouz/status/1931822838597726356) 2025-06-08T21:17Z [---] followers, [---] engagements "Todays trade: Sold $BIP.UN for 12% profit and purchased $RCI.b. Similar dividends but valuation wise Rogers has more room to grow. Still positive about BIP over the LT but PE is having some difficulties exiting their investments in [----]. Now own all 3: $t.to $bce.to and RCI" [X Link](https://x.com/rouzi_mrouz/status/1935087383403520091) 2025-06-17T21:29Z [---] followers, [----] engagements "@comox99 @BubleQe Its probably just profit taking and moving money around. But if natural gas supply grows $ppl.to utilization rate should also go up. Pembina has some issues with Alliance pipeline (settlement with shippers) but will be resolved" [X Link](https://x.com/rouzi_mrouz/status/1935436456400728345) 2025-06-18T20:36Z [---] followers, [---] engagements "Todays add: $MTL.to / 5% down after disappointing earnings miss dividend coverage is at 100% of adj eps for the q2 but this is cyclical business and around $13 is a good place to start adding imo. It could go to [--] so will leave room to add more" [X Link](https://x.com/rouzi_mrouz/status/1948479169085546705) 2025-07-24T20:23Z [---] followers, [---] engagements "Not sure who is selling me $ERE.UN at $2.41 but thank you" [X Link](https://x.com/rouzi_mrouz/status/1957894453823488419) 2025-08-19T19:56Z [---] followers, [----] engagements "Todays trade: Trimmed my TD position (up 32%) and used the proceeds to add to (1) $BIP.UN & (2) $TOU.TO Positive decisions on LNG and NG infrastructure keep coming and both of these names will be benefiting" [X Link](https://x.com/rouzi_mrouz/status/1963316521847169235) 2025-09-03T19:01Z [---] followers, [----] engagements "For $tou.to I refer you to @BubleQe as there is nothing I can add that he has not already covered. I note that I already have decent investments in $ENB.TO $TRP.To and $ $ $CNQ.TO $FRU.TO and $ Diversified I am 😊 http://CJ.TO http://PPL.TO http://CJ.TO http://PPL.TO" [X Link](https://x.com/rouzi_mrouz/status/1963322628841902193) 2025-09-03T19:26Z [---] followers, [---] engagements "Todays buy: Initiated a small position in $Arx.to Its interesting that NG producers stocks are going down in a time when demand for their products is going to go up exponentially in not too distant future" [X Link](https://x.com/rouzi_mrouz/status/1965850840121639168) 2025-09-10T18:52Z [---] followers, [---] engagements "Sold my $ARX.To that I added using margin. Give me +7% profit in less than a month and I will take it. Todays buy: Initiated a small position in $Arx.to Its interesting that NG producers stocks are going down in a time when demand for their products is going to go up exponentially in not too distant future. Todays buy: Initiated a small position in $Arx.to Its interesting that NG producers stocks are going down in a time when demand for their products is going to go up exponentially in not too distant future" [X Link](https://x.com/rouzi_mrouz/status/1975282791790354670) 2025-10-06T19:31Z [---] followers, [----] engagements "$CJ.to up 30% in the last year plus 10% dividend.Some folks who successfully predicted dividend cuts in other cases also predicted dividend cuts for this one. So far they are wrong Trimmed today on 5% jump" [X Link](https://x.com/rouzi_mrouz/status/1975947562588008721) 2025-10-08T15:33Z [---] followers, [---] engagements "Todays adds: $Tou.to (DCA below [--] is an opportunity IMO) $AD.UN (one of the few financials that is trading below BV) $APR.UN (just slowly DCA my allied proceeds to this one) $CHE.UN (its one of the only names I feel comfortable adding at [--] weeks high) Happy long weekend" [X Link](https://x.com/rouzi_mrouz/status/1976750905430286731) 2025-10-10T20:45Z [---] followers, [---] engagements "I am kind of in a repeat but again added to: $tou.to (listened to his interview with Amber and agree with his points on higher NG prices) $Adn.to (building a position so loving these [--] weeks low prices) $APR.UN" [X Link](https://x.com/rouzi_mrouz/status/1978190235948249392) 2025-10-14T20:04Z [---] followers, [---] engagements "Added to $Ere.un today at 1.02-1.03 price (its a safer bet IMO in this market. I expect [---] 1o [---] for the final stage in max [--] months) Also initiated a position to $tpz.to (again on expectation of higher NG prices) Small additions to $TOU.to $CNQ.to $adn.to and $CHE.un" [X Link](https://x.com/rouzi_mrouz/status/1978924264225956195) 2025-10-16T20:41Z [---] followers, [---] engagements "Added more to $CNQ.TO today using margin at 4.7% (CNQ pays a 5.5% safe growing dividend). My math tells me its a good risk reward to use margin here (My margin is less than 15% of my holdings to reduce risk)" [X Link](https://x.com/rouzi_mrouz/status/1979379561512210575) 2025-10-18T02:50Z [---] followers, [----] engagements "@DivGrojourney What I am saying is that if I have 100k of invested non-margin equity I am only using max 15k of margin. Are you suggesting I should take 50k out To be safer Not sure what u mean" [X Link](https://x.com/rouzi_mrouz/status/1979382680916779035) 2025-10-18T03:03Z [---] followers, [---] engagements "@CanadianRs3 I dont dispute that. What large cap dividend names do you prefer" [X Link](https://x.com/rouzi_mrouz/status/1979585233537409371) 2025-10-18T16:27Z [---] followers, [---] engagements "@Optionstarter You are more sophisticated than I am 😉" [X Link](https://x.com/rouzi_mrouz/status/1979691501275005046) 2025-10-18T23:30Z [---] followers, [--] engagements "@NuggetCapital When they get to the set debt targets the company itself becomes the incremental buyer (hopefully) but it will take time" [X Link](https://x.com/rouzi_mrouz/status/1980362207595753677) 2025-10-20T19:55Z [---] followers, [---] engagements "@NuggetCapital This is a major concern for me as an investor in $tou.to" [X Link](https://x.com/rouzi_mrouz/status/1980375315798229471) 2025-10-20T20:47Z [---] followers, [---] engagements "@bob_fedderly @MPelletierCIO @FT @CNBC @WSJ @nytimes Except that the same resource exists elsewhere too and capital can go where there is more friendly regulatory/investment environment. Canada will lose others will win" [X Link](https://x.com/rouzi_mrouz/status/1980682797791735886) 2025-10-21T17:09Z [---] followers, [--] engagements "@TemujinBC @TheWiseIC Thanks They bought back shares at an avg price of [-----]. Thats where I will be willing to add again" [X Link](https://x.com/rouzi_mrouz/status/1981102611228135614) 2025-10-22T20:57Z [---] followers, [--] engagements "@jim_duffus Interesting I asked your question from Grok and it said yes it can sustain it for [----]. It all depends on the results in next few quarters. Telus management is more aligned than BCE. CEO used to get his salary in stocks. Also FCF has been above div in the last three quarters" [X Link](https://x.com/rouzi_mrouz/status/1983011822019190846) 2025-10-28T03:23Z [---] followers, [--] engagements "@tsxman Added small amount to $PLZ.UN. Interesting that in such a day $ERE.un actually jumped to 1.1" [X Link](https://x.com/rouzi_mrouz/status/1983270150091763841) 2025-10-28T20:30Z [---] followers, [---] engagements "TSX REITs particularly were down today so I used the opportunity to add to several names including $APR.UN (now close to full position) $PLZ.UN $CRR.UN $T.TO $ADN.TO (report today) $PPL.TO and $GEI.TO (my oil stocks were up but oil and gas infra like Gibson were down)" [X Link](https://x.com/rouzi_mrouz/status/1983626912170963247) 2025-10-29T20:08Z [---] followers, [---] engagements "@theRealBo786 Waiting for tomorrows call but result are not good agreed. Main catalyst is potential sale of carbon credits in Q4 which could change the annual results otherwise their div is not sustainable. So will look for guidance on that. I added for diversification (avg 16)" [X Link](https://x.com/rouzi_mrouz/status/1983707232920543501) 2025-10-30T01:27Z [---] followers, [--] engagements "Todays adds: $PIF.to (was down today 7%; didnt beat the analyst estimates but otherwise the results were good; higher revenue and EBITDA and clear growth opportunities) $APR.UN (Down with the rest of REITs today my avg is now close to the latest bought deal price)" [X Link](https://x.com/rouzi_mrouz/status/1984011171742273869) 2025-10-30T21:34Z [---] followers, [---] engagements "@DivGrojourney Agreed. And its small cap so huge swings is expected. Good News is that divvy is safe as they have lots of cash on hand" [X Link](https://x.com/rouzi_mrouz/status/1984014460391223608) 2025-10-30T21:48Z [---] followers, [--] engagements "$PZA.TO Q3 earnings out: SSS flat. Consumers tightening in pretty much all QSRs. This one no exception. Payout for both quarter and year around 110%. They have a policy to pay 100% so they had to use reserves. Its a hold for me but will probably go down" [X Link](https://x.com/rouzi_mrouz/status/1985839514888388910) 2025-11-04T22:40Z [---] followers, [---] engagements "@VanIsleInvestor [--] years of dividend growth. Impressive" [X Link](https://x.com/rouzi_mrouz/status/1985884188931928294) 2025-11-05T01:37Z [---] followers, [--] engagements "$ERE.UN Q3 results out. The NAV is estimated at [----] CAD. Even with a .25CAD wind-down cost this should worth 1.2CAD. Easy 10-15% The rest of portfolio is being sold individually it seems to maximize the price" [X Link](https://x.com/rouzi_mrouz/status/1986224464590451199) 2025-11-06T00:09Z [---] followers, [---] engagements "Alaris Equity partners $AD.UN Q3 [----] report looks good to me. Distributable CF down mainly due to timing but: NAV $25 (price is still below 20) Repurchased 465k shares at avg price of $18.87 CF payout ratio 60%" [X Link](https://x.com/rouzi_mrouz/status/1986260006791151895) 2025-11-06T02:31Z [---] followers, [---] engagements "@BubleQe The avg realized price of $3/mcf when AECO was well below $1 is reassuring (shows their market diversification which can only improve with new LNG contracts)" [X Link](https://x.com/rouzi_mrouz/status/1986281423440126446) 2025-11-06T03:56Z [---] followers, [---] engagements "Back into $ARX.TO today. Sold my $ARX.To that I added using margin. Give me +7% profit in less than a month and I will take it. Sold my $ARX.To that I added using margin. Give me +7% profit in less than a month and I will take it" [X Link](https://x.com/rouzi_mrouz/status/1986849496660398277) 2025-11-07T17:33Z [---] followers, [---] engagements "Sold $BCE.TO for tax reasons. About 30% negative return (ouch) May buy back after the [--] days period but no rush. Its not going anywhere till at least management is changed. My candidates for tax loss selling: $BCE.TO (still like the asset but terrible management if I sell may buy back after one month period) $HR.UN (If no deal by end of the year may sell) $ADN.TO (recent add already down 11% didnt like the q3 ER may give it more time) My candidates for tax loss selling: $BCE.TO (still like the asset but terrible management if I sell may buy back after one month period) $HR.UN (If no deal by" [X Link](https://x.com/rouzi_mrouz/status/1988074240965517743) 2025-11-11T02:40Z [---] followers, [----] engagements "@67Dodge Agreed. I already have Telus. $BCE.TO after dividend cut is a relatively safe 5% dividend but nothing more really" [X Link](https://x.com/rouzi_mrouz/status/1988289502704791713) 2025-11-11T16:55Z [---] followers, [--] engagements "EPS beat by $FRU.TO in Q3. Diversification into US is showing its results with much higher (4X) NG realized prices than Canada" [X Link](https://x.com/rouzi_mrouz/status/1989121597786190110) 2025-11-14T00:01Z [---] followers, [---] engagements "@tsxman I wouldnt call the report positive. They spent millions of dollars for no complete deal. FFO is down too it seems. Will look for more color on the [---] B sale on the call but this is disappointing" [X Link](https://x.com/rouzi_mrouz/status/1989135984060166176) 2025-11-14T00:59Z [---] followers, [---] engagements "@tsxman BTW doesnt mean I will sell it depends on market reaction in the next few weeks and more details on the deal. If this becomes a fully US residential REIT I will probably keep it" [X Link](https://x.com/rouzi_mrouz/status/1989139879851356382) 2025-11-14T01:14Z [---] followers, [--] engagements "$CRR.UN with another great earnings report: AFFO up 11% debt to GBV 45% And its cheap relative to peers" [X Link](https://x.com/rouzi_mrouz/status/1989596239080628703) 2025-11-15T07:28Z [---] followers, [--] engagements "@VenetoLibero198 Yeah dont see a reason other than negative sentiment for this big drop the Q3 report was ok" [X Link](https://x.com/rouzi_mrouz/status/1990562258322415827) 2025-11-17T23:26Z [---] followers, [--] engagements "@VenetoLibero198 Thats part of it. The dividend is well covered so we can wait 🙂" [X Link](https://x.com/rouzi_mrouz/status/1990564143821398091) 2025-11-17T23:34Z [---] followers, [--] engagements "@JoeKensing10 @NuggetCapital @BarrySchwartzBW As Rick Rule put it with $CNQ.TO you cover the waterfront and then you can go search for higher risk-rewards elsewhere" [X Link](https://x.com/rouzi_mrouz/status/1991722867093127491) 2025-11-21T04:18Z [---] followers, [--] engagements "@TheWiseIC 1-Diversification (renewables are out of favor now but it may not stay like this forever) 2-Dividend is now safe and sufficient 4.4% 3-Much better valuations than a few days ago 4-Catalyst in 2026-2027 with completion of two major projects 5-a renewed focus on NG fired plants" [X Link](https://x.com/rouzi_mrouz/status/1993411221488636315) 2025-11-25T20:07Z [---] followers, [--] engagements "@TheWiseIC Love and own CPX. Trimmed a bit lately after almost 90% profit. May add incrementally below [--]. People are taking some profits so this may continue a bit more" [X Link](https://x.com/rouzi_mrouz/status/1993411851410194913) 2025-11-25T20:09Z [---] followers, [--] engagements "@TheWiseIC @NuggetCapital Are you in college debate team If you think the company is a scam stay away" [X Link](https://x.com/rouzi_mrouz/status/1993796348412612909) 2025-11-26T21:37Z [---] followers, [--] engagements "@MWG_Jamie What do you think of $ADN.TO for income With timderland in both US and Canada it is less impacted by any tariffs. Very high insider ownership but low volume" [X Link](https://x.com/rouzi_mrouz/status/1994614883556712656) 2025-11-29T03:50Z [---] followers, [---] engagements "Todays trade: Trimmed some of my $TD.TO gains (50% YTD) and initiated a new position in $SLF.TO. Higher dividend and potential price recovery if/when they can address their US dental insurance issues. I expect TD to do well in the earnings season so still own a bit of it" [X Link](https://x.com/rouzi_mrouz/status/1995595719600996528) 2025-12-01T20:47Z [---] followers, [----] engagements "Added more to $NWC.TO to increase my defensive exposure and balanced it out with initiating a small position in $GSY.TO; Go Easy has been under pressure from short sellers management changes and higher credit risk and can go lower. I size my position accordingly" [X Link](https://x.com/rouzi_mrouz/status/1996693145514660129) 2025-12-04T21:28Z [---] followers, [---] engagements "@VanIsleInvestor They are in the same company so its not surprising they have the same positions. Further consistency isnt bad. They invest in dividend stocks with lower beta. They however missed on banks upside as Ryan was skeptical of economic recovery" [X Link](https://x.com/rouzi_mrouz/status/1999573523786854497) 2025-12-12T20:14Z [---] followers, [---] engagements "Sold $ADN.TO for a small 1% gain probably going higher but I am not convinced about its dividend sustainability on FCF basis particularly without the help of DRIP. My candidates for tax loss selling: $BCE.TO (still like the asset but terrible management if I sell may buy back after one month period) $HR.UN (If no deal by end of the year may sell) $ADN.TO (recent add already down 11% didnt like the q3 ER may give it more time) My candidates for tax loss selling: $BCE.TO (still like the asset but terrible management if I sell may buy back after one month period) $HR.UN (If no deal by end of the" [X Link](https://x.com/rouzi_mrouz/status/2000653393099104395) 2025-12-15T19:45Z [---] followers, [---] engagements "@FuzzyBe02910905 Generally agree so have to wait for any pullbacks which will naturally happen sooner or later" [X Link](https://x.com/rouzi_mrouz/status/2007942066559656122) 2026-01-04T22:27Z [---] followers, [--] engagements "@tsxman The big money is coming back to the whole sector it seems. [----] is REITs year" [X Link](https://x.com/rouzi_mrouz/status/2009419858593849677) 2026-01-09T00:20Z [---] followers, [---] engagements "@s_m_marandi Iranian dont have access to internet to tell their stories. How do you connect to defend the regime Oh yes you are the regime" [X Link](https://x.com/rouzi_mrouz/status/2011500518729007579) 2026-01-14T18:07Z [---] followers, [--] engagements "Todayss add $CPX.TO Increased my share count by more than 5%. After so many decades of stagnant electricity consumption in NA we are seeing some growth coming back" [X Link](https://x.com/anyuser/status/2012272981960179964) 2026-01-16T21:17Z [---] followers, [----] engagements "@DivGrojourney To me the dividend rate is already good enough. I support their strategy of investing in the business given the growth in power demand" [X Link](https://x.com/rouzi_mrouz/status/2013084965911842951) 2026-01-19T03:03Z [---] followers, [--] engagements "@QuestforYield @tsxman Arent you worried about their high debt (debt to GBV 60%). In comparison $CAR.UN is below 40%. I like it other than that" [X Link](https://x.com/rouzi_mrouz/status/2014122356965327313) 2026-01-21T23:46Z [---] followers, [---] engagements "@tsxman @QuestforYield Thanks. To me when a RET has high debt one needs to do deep dive into their debt portfolio (their interest rates credit ratings variable vs fixed ) which could be additional work. I know you do this but most dont. I didnt do it for $NWH.UN and lost $ so still cautious" [X Link](https://x.com/rouzi_mrouz/status/2014136379526308306) 2026-01-22T00:41Z [---] followers, [--] engagements "@BubleQe Still adding to $CNQ.to and $PPL.to but looking to diversify" [X Link](https://x.com/rouzi_mrouz/status/1874935604536033714) 2025-01-02T21:47Z [---] followers, [---] engagements "todays adds: $Lif.to (still very small position) and $ppl.to (a mediun sized position for me)" [X Link](https://x.com/rouzi_mrouz/status/1942644358433714386) 2025-07-08T17:58Z [---] followers, [---] engagements "$BIP.UN Just announced 6% increase to its dividend supported by a similar FFO Per share growth in [----] (6.4%) The business continues to operate on self funding model and profitable asset recycling" [X Link](https://x.com/anyuser/status/2016861365596729430) 2026-01-29T13:09Z [---] followers, [---] engagements "@DivGrojourney I added to both $BEP.UN and $BIP.UN today as I am building a position. Both in TFSA. I last sold my BIP in high 40s last year. But if you want more stability I also added to $PPL.TO" [X Link](https://x.com/rouzi_mrouz/status/1910455378330226932) 2025-04-10T22:10Z [---] followers, [---] engagements "@BubleQe @AssetTraveller @Gary79699215 I already own $ppl.to (more than twice the size of $BCE purchase today) and indeed added a non-significant amount to my position today" [X Link](https://x.com/rouzi_mrouz/status/2003217430622142559) 2025-12-22T21:33Z [---] followers, [---] engagements "Todays trade: Trimmed my $Arx.To by 25% ( 7.5% gain in less than [--] months) Added incrementally to $TRP.TO (core position for me) Added to $HR.UN" [X Link](https://x.com/anyuser/status/2014084411457695831) 2026-01-21T21:15Z [---] followers, [---] engagements "@BubleQe I did see your slide on that but before getting to Q1 we have the [----] report. I will get back around $23 if it ever get there. You mentioned lack of buyback for ARC my replacement $SES.TO has been a buyback machine in last 2-3 years" [X Link](https://x.com/rouzi_mrouz/status/2016230912829358285) 2026-01-27T19:24Z [---] followers, [---] engagements "@JamesJstuartb @NiohBerg @TanArrowz Not sure why you defend the mullahs regime. There is no doubt the regimes people have transferred/laundered significant amount of money to other countries including into Canada. One should just look into British Properties in West Vancouver" [X Link](https://x.com/rouzi_mrouz/status/2018126016263401926) 2026-02-02T00:55Z [---] followers, [--] engagements "@DivGrojourney I meant private equity part of their business" [X Link](https://x.com/rouzi_mrouz/status/2018745614436294916) 2026-02-03T17:57Z [---] followers, [--] engagements "@tsxman Again its expensive but you should also look at the ROE and its ability to grow its BV. $BAM ROE is like 22% but could be even higher with performance fees (30% or more). DRM is like 6%" [X Link](https://x.com/rouzi_mrouz/status/2018902005507559577) 2026-02-04T04:18Z [---] followers, [---] engagements "@TheWiseIC @jim999432 @DivGrojourney Only 1% of Private Equity part of the business is in software and no credit exposure. No impact really" [X Link](https://x.com/rouzi_mrouz/status/2019188035339100650) 2026-02-04T23:15Z [---] followers, [--] engagements "Now that [----] report is behind us I am back into $ARX.TO It made a lot of money in Q1 with high gas prices in their markets and hopefully will use the FCF to meaningfully buyback shares" [X Link](https://x.com/anyuser/status/2019818054612648125) 2026-02-06T16:58Z [---] followers, [---] engagements "Today trades: Sold $ema.to for 36% gain and used the proceeds to initiate a position in $Tou.to Similar dividends but I believe for Tourmaline there is any easy 10-15 percent gain over the next year" [X Link](https://x.com/rouzi_mrouz/status/1931078320755789862) 2025-06-06T19:58Z [---] followers, [---] engagements "@BubleQe Moi aussi $ppl.to" [X Link](https://x.com/rouzi_mrouz/status/1935421652113965340) 2025-06-18T19:37Z [---] followers, [---] engagements "Added more to $tou.to getting close to my max allocation threshold. Also added to $t.to which I think had a decent report" [X Link](https://x.com/rouzi_mrouz/status/1951372561499168950) 2025-08-01T20:00Z [---] followers, [---] engagements "Todays trade: Trimmed my $EIF.to slightly (is up 4% today after very strong earning report) and used the proceeds to add to $ppl.to and $lif.to" [X Link](https://x.com/rouzi_mrouz/status/1955323590834041152) 2025-08-12T17:40Z [---] followers, [---] engagements "Todays adds: $TOU.TO; with ramp up of LNG phase [--] in the next [--] months I expect higher realized NG prices. $BIP.UN; building back a position. As a pension trustee I know how much pension plans love infrastructure plays $Lif.to its a [--] year low and good place to add IMO" [X Link](https://x.com/rouzi_mrouz/status/1957515748022317280) 2025-08-18T18:51Z [---] followers, [----] engagements "Todays add: $t.to their services are the backbone of the modern economy. 7% dividend while you wait. Telus Health is a great business too. Most dont know but Telus Health is also in actuaries business for pension plans after they bought Lifework" [X Link](https://x.com/rouzi_mrouz/status/1968763625365016934) 2025-09-18T19:46Z [---] followers, [---] engagements "In a declining interest rate environment royalties focused dividend stocks are performing magnificently. Here is $Div.to price performance plus 8% dividend for those who have hold it. I trimmed today and added to $t.to" [X Link](https://x.com/rouzi_mrouz/status/1969080519213093086) 2025-09-19T16:45Z [---] followers, [---] engagements "Todays adds: $t.to (in an environment where a lot of stocks are at [--] weeks high Telus presents an opportunity to add +7% dividend)" [X Link](https://x.com/rouzi_mrouz/status/1975282112380141873) 2025-10-06T19:28Z [---] followers, [---] engagements "Todays trades: Trimmed $CJ.to (5% pop this morning) Trimmed $Cpx.To (as said before 90% profit) Added to $t.to $adn.to $ad.Un and $apr.un (all great dividend paying stocks with short term hiccups)" [X Link](https://x.com/rouzi_mrouz/status/1976016107384471799) 2025-10-08T20:05Z [---] followers, [---] engagements "@DivGrojourney I do have $t.to as well in the same account" [X Link](https://x.com/rouzi_mrouz/status/1979399527972114434) 2025-10-18T04:09Z [---] followers, [---] engagements "Todays adds: $t.to (opportunity to add below $21 and get a great dividend) $ADN.to (its been going down almost daily but still adding with an avg price of $16- insiders buying too) $APR.UN(opportunity to add below recent bought deal price of $11.11) Also small add to $key.to" [X Link](https://x.com/rouzi_mrouz/status/1982930490861785265) 2025-10-27T22:00Z [---] followers, [----] engagements "Todays trades: Trimmed a little bit of $BNS.TO (with 40% gain its now my biggest non-ETF position by a small margin) Added to $KEY.TO (I am bullish on NG infrastructure)" [X Link](https://x.com/rouzi_mrouz/status/1985454410118676974) 2025-11-03T21:09Z [---] followers, [---] engagements "Todays adds: $CHE.UN (its back to its pre-earnings price - I add incrementally) $T.TO (understand the risks but at this price I add incrementally) $PIF.TO (add below BV)" [X Link](https://x.com/rouzi_mrouz/status/1991726746056687702) 2025-11-21T04:33Z [---] followers, [----] engagements "Good for $BCE.TO $T.TO and the sector in general if sustained" [X Link](https://x.com/anyuser/status/2008823436035170621) 2026-01-07T08:50Z [---] followers, [---] engagements "$BEP.UN; Brookfield using an ATM to issue BEPC shares to buy back BEP shares and narrow the gap between the price and yield of the two. Positive for BEP; negative for BEPC https://ca.finance.yahoo.com/news/brookfield-renewable-announces-market-equity-010400612.html https://ca.finance.yahoo.com/news/brookfield-renewable-announces-market-equity-010400612.html" [X Link](https://x.com/anyuser/status/2011148945226137813) 2026-01-13T18:50Z [---] followers, [---] engagements "@NuggetCapital $t.to except Telus didnt cut. You wanted to say BCE maybe" [X Link](https://x.com/rouzi_mrouz/status/2011252591234335026) 2026-01-14T01:42Z [---] followers, [---] engagements "Todays adds: more $lif.to (now at about 20% of my expected position) and $trp.to (10% down from its highs so added incrementally to my already decent position)" [X Link](https://x.com/rouzi_mrouz/status/1943045764068053101) 2025-07-09T20:33Z [---] followers, [---] engagements "@TheWiseIC They have been selling it in pieces. The risk I guess is that the deals for the rest of the portfolio dont materialize at the NAV of [----] but I am assuming a NAV of [----] (after taxes and expenses) for my purchases. Riocan did cut its dividend in the past but I like it too" [X Link](https://x.com/rouzi_mrouz/status/1957904192108130401) 2025-08-19T20:35Z [---] followers, [---] engagements "Todays trade: Trimmed my $AP.UN (its been doing great lately as market slowly absorbs the extra office space) Added the proceeds to $HHL.to (biggest covered call healthcare ETF in Canada). Healthcare continues to be cheap and I play the sector using [--] ETFs: $VHT (USD) and HHL" [X Link](https://x.com/rouzi_mrouz/status/1965137949097590908) 2025-09-08T19:39Z [---] followers, [----] engagements "Newest (small) addition to my RRSP: $VDC (Staples sector is cheap relative to its historical valuation when compared to S&P500 (My RSP is in USD and invested in US market mainly in $VGT & $VHT to cover my tech and health care portfolio needs)" [X Link](https://x.com/rouzi_mrouz/status/1998501742409863377) 2025-12-09T21:15Z [---] followers, [---] engagements "Todays adds: $TOU.TO (below [--] is my buy zone) $KEY.TO and $CPX.TO (potential VZ oil production increase has nothing to do with these companies)" [X Link](https://x.com/rouzi_mrouz/status/2008265971551928791) 2026-01-05T19:54Z [---] followers, [----] engagements "Todays trade: Sold the remainder of my $ARX.TO at a decent 6% profit (I continue to be exposed to NEBC gas play via $TOU.TO) and replaced it with $SES.TO (down [--] percent on the day). The re-industrialization of NA means more industrial waste" [X Link](https://x.com/anyuser/status/2016042212312940585) 2026-01-27T06:54Z [---] followers, [----] engagements "Todays trade from rainy Maui: Buy: $GWO.TO (back to were it was [--] months ago with 4% dividend) Sell: $HLF.TO (15% profit in [--] months)- probably still cheap but I dont want to be greedy" [X Link](https://x.com/anyuser/status/2020981107559366825) 2026-02-09T22:00Z [---] followers, [---] engagements "Added: $TOU.TO (I try to add under $60) $PIF.TO (Q3 report was okay trading below BV) $AI.TO (decent report) and $NWC.TO (my newest position) Recently my dividend focus portfolio is doing better than the market despite owning $HR.UN" [X Link](https://x.com/rouzi_mrouz/status/1990530362624319980) 2025-11-17T21:19Z [---] followers, [----] engagements "Todays trade: Trimmed my $CNQ.TO (20% profit + dividend). Incremental add to $CPX.TO. Yesterdays add: $BAM.TO (got lucky I guess but wished I added more)" [X Link](https://x.com/anyuser/status/2019181418149286143) 2026-02-04T22:48Z [---] followers, [----] engagements "Added to energy infrastructure names today: $PPL.TO; $ENB.to and $KEY.TO All pay safe growing dividends of =5%" [X Link](https://x.com/rouzi_mrouz/status/2000982388546134195) 2025-12-16T17:32Z [---] followers, [----] engagements "My investment thesis for [----] would be the same as 2025; Invest in Canadian dividend stocks with sizeable exposure to US (think $CPX.TO; $TRP.TO $GEI.TO or even $GWO.TO) or have USD revenue base plus some direct investment in US ETFs ( $VGT $VHT ) plus some bond proxies" [X Link](https://x.com/rouzi_mrouz/status/2007645448157475067) 2026-01-04T02:49Z [---] followers, [----] engagements "@NuggetCapital Its largely a regulated capital structure so unless the regulators force them (which they wont because otherwise ratepayers should pay for higher ROE) they will carry the debt forever" [X Link](https://x.com/rouzi_mrouz/status/2022543482754367502) 2026-02-14T05:28Z [---] followers, [---] engagements "2025 Returns Margin = 23.74% (invested in Canadian dividend paying stocks) TFSA = 22.68% (same as margin) RSP = 16.58% with currency exchange considered (invested in US-based ETFs in USD) Not bad considering I have no investments in gold/silver stocks. Happy 2026" [X Link](https://x.com/anyuser/status/2006640436874727859) 2026-01-01T08:15Z [---] followers, [---] engagements "$ere.un Reported NAV for end of 2025: $1.44. Todays price $1.14. Expected final sale March-April. Added today Expect 7-10% profit on todays purchase" [X Link](https://x.com/anyuser/status/2022354072129736754) 2026-02-13T16:55Z [---] followers, [---] engagements "$FTS.TO Fortis (the biggest position in my dads portfolio that I manage) increased its dividend by 4.1% (52 years of dividend increases). The stock is up more 3% on the earnings report. $FTS Q4 '25: Net earnings $1.7b EPS $3.40 Adj. EPS $3.53 up from $3.28 Capex $5.6b 7% rate base growth [--] consecutive yrs div inc.s '26-'30 capex plan: $28.8b 4-6% annual div growth through '30 PR: https://t.co/BKprF5COHc https://t.co/KChh2N2hrP $FTS Q4 '25: Net earnings $1.7b EPS $3.40 Adj. EPS $3.53 up from $3.28 Capex $5.6b 7% rate base growth [--] consecutive yrs div inc.s '26-'30 capex plan: $28.8b 4-6%" [X Link](https://x.com/anyuser/status/2021997370054164820) 2026-02-12T17:18Z [---] followers, [----] engagements "$FTS Q4 '25: Net earnings $1.7b EPS $3.40 Adj. EPS $3.53 up from $3.28 Capex $5.6b 7% rate base growth [--] consecutive yrs div inc.s '26-'30 capex plan: $28.8b 4-6% annual div growth through '30 PR: https://urlu.xyz/36b16e3a https://urlu.xyz/36b16e3a" [X Link](https://x.com/anyuser/status/2021904850770866605) 2026-02-12T11:10Z [----] followers, [----] engagements "Todays trade from rainy Maui: Buy: $GWO.TO (back to were it was [--] months ago with 4% dividend) Sell: $HLF.TO (15% profit in [--] months)- probably still cheap but I dont want to be greedy" [X Link](https://x.com/anyuser/status/2020981107559366825) 2026-02-09T22:00Z [---] followers, [---] engagements "Now that [----] report is behind us I am back into $ARX.TO It made a lot of money in Q1 with high gas prices in their markets and hopefully will use the FCF to meaningfully buyback shares" [X Link](https://x.com/anyuser/status/2019818054612648125) 2026-02-06T16:58Z [---] followers, [---] engagements "Todays trade: Trimmed my $CNQ.TO (20% profit + dividend). Incremental add to $CPX.TO. Yesterdays add: $BAM.TO (got lucky I guess but wished I added more)" [X Link](https://x.com/anyuser/status/2019181418149286143) 2026-02-04T22:48Z [---] followers, [----] engagements "RT @TorontoPolice: [------] demonstrators and zero incidents. Thanks to the meticulous planning effective ontheground work and profess" [X Link](https://x.com/anyuser/status/2018461995415261619) 2026-02-02T23:10Z [---] followers, 13.5K engagements "150000 demonstrators and zero incidents. Thanks to the meticulous planning effective ontheground work and professionalism of our members and specialized units yesterdays event in the heart of our city remained safe and peaceful" [X Link](https://x.com/anyuser/status/2018423992508469729) 2026-02-02T20:39Z 438.4K followers, 3.3M engagements "Todays add: more $CPX.TO Would like to bring this to my top [--] (right now in number 12)- wouldnt mind for it to be in top 3" [X Link](https://x.com/anyuser/status/2018450378887668090) 2026-02-02T22:24Z [---] followers, [---] engagements "$BAM.TO Started a small position on Friday. Already own $BIP.UN and $BEP.UN for whom BAM acts as the manager. Both had well-received [----] reports and growing AUMs which shall be reflected in higher income for the manager" [X Link](https://x.com/anyuser/status/2017710451812143483) 2026-01-31T21:23Z [---] followers, [---] engagements "Back into $Lif.to with a starter position. Today I sold my $lif.to position (up 3.8% today when I sold - dont know why) for a nice 12% gain (excluding dividends). I will be a buyer again around $29 Today I sold my $lif.to position (up 3.8% today when I sold - dont know why) for a nice 12% gain (excluding dividends). I will be a buyer again around $29" [X Link](https://x.com/anyuser/status/2017345308410384427) 2026-01-30T21:12Z [---] followers, [---] engagements "Today I sold my $lif.to position (up 3.8% today when I sold - dont know why) for a nice 12% gain (excluding dividends). I will be a buyer again around $29" [X Link](https://x.com/anyuser/status/1996257780970479643) 2025-12-03T16:38Z [---] followers, [---] engagements "$BIP.UN Just announced 6% increase to its dividend supported by a similar FFO Per share growth in [----] (6.4%) The business continues to operate on self funding model and profitable asset recycling" [X Link](https://x.com/anyuser/status/2016861365596729430) 2026-01-29T13:09Z [---] followers, [---] engagements "Todays add: $BIP.UN Not why I added but this was also one of the stocks recommended by Sam Labell from Veritas on todays episode of In The Money podcast" [X Link](https://x.com/anyuser/status/2016370184899162399) 2026-01-28T04:38Z [---] followers, [---] engagements "Todays trade: Sold the remainder of my $ARX.TO at a decent 6% profit (I continue to be exposed to NEBC gas play via $TOU.TO) and replaced it with $SES.TO (down [--] percent on the day). The re-industrialization of NA means more industrial waste" [X Link](https://x.com/anyuser/status/2016042212312940585) 2026-01-27T06:54Z [---] followers, [----] engagements "Todays trade: Trimmed my $Arx.To by 25% ( 7.5% gain in less than [--] months) Added incrementally to $TRP.TO (core position for me) Added to $HR.UN" [X Link](https://x.com/anyuser/status/2014084411457695831) 2026-01-21T21:15Z [---] followers, [---] engagements "Todayss add $CPX.TO Increased my share count by more than 5%. After so many decades of stagnant electricity consumption in NA we are seeing some growth coming back" [X Link](https://x.com/anyuser/status/2012272981960179964) 2026-01-16T21:17Z [---] followers, [----] engagements "Sold my $NPI.TO for 15% profit. Easy money made here" [X Link](https://x.com/anyuser/status/2011884579247075483) 2026-01-15T19:33Z [---] followers, [----] engagements "$BEP.UN; Brookfield using an ATM to issue BEPC shares to buy back BEP shares and narrow the gap between the price and yield of the two. Positive for BEP; negative for BEPC https://ca.finance.yahoo.com/news/brookfield-renewable-announces-market-equity-010400612.html https://ca.finance.yahoo.com/news/brookfield-renewable-announces-market-equity-010400612.html" [X Link](https://x.com/anyuser/status/2011148945226137813) 2026-01-13T18:50Z [---] followers, [---] engagements "Todays add: $BEP.UN (5.4% growing distribution; great hydro and nuclear assets)" [X Link](https://x.com/anyuser/status/2009377635307303135) 2026-01-08T21:32Z [---] followers, [---] engagements "Portfolio reshuffling day Sold my $PZA.TO; 18% profit + dividends with proceeds reinvested in $BCE.TO (find it less risky at the moment) Also added to $BIP.UN $CNQ.TO $ARX.TO (20%+) and $Tou.To" [X Link](https://x.com/anyuser/status/2009010947122434532) 2026-01-07T21:15Z [---] followers, [---] engagements "Good for $BCE.TO $T.TO and the sector in general if sustained" [X Link](https://x.com/anyuser/status/2008823436035170621) 2026-01-07T08:50Z [---] followers, [---] engagements "Todays adds: $TOU.TO (below [--] is my buy zone) $KEY.TO and $CPX.TO (potential VZ oil production increase has nothing to do with these companies)" [X Link](https://x.com/rouzi_mrouz/status/2008265971551928791) 2026-01-05T19:54Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@rouzi_mrouz RouziMRouziM posts on X about dividend, $touto, $tto, $bipun the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance countries currencies travel destinations stocks cryptocurrencies
Social topic influence dividend #1056, $touto #17, $tto, $bipun, stocks, $pplto, $arxto, $cnqto, money, $bceto
Top accounts mentioned or mentioned by @bubleqe @divgrojourney @thewiseic @tsxman @nuggetcapital @ptfry @cdinewsletter @stocktradesca @petermeiszner @vanisleinvestor @venetolibero198 @questforyield @cafreeland @katiessummerss @vanbitcoiners @vancouverbtc @kensimcity @slrcawaja @deanskiman @capitalpower
Top assets mentioned Canadian Natural Resources Limited (CNQ) Fortis Inc. Common Shares (FTS) PPL Corp (PPL) Rogers Communications, Inc. (RCI) Bitcoin (BTC) TC Energy Corporation (TRP)
Top posts by engagements in the last [--] hours
"@cafreeland I am middle class and I get nothing"
X Link 2024-02-14T20:42Z [--] followers, [--] engagements
"@BubleQe Fortis is woodfibre too since its gas subsidiary will construct a pipeline to supply woodfibre"
X Link 2024-06-01T17:40Z [--] followers, [--] engagements
"@PtFry How about letting customers decide whats best for them"
X Link 2024-07-24T05:25Z [---] followers, [---] engagements
"@katiessummerss Carbon tax not forest management can solve the wild fires problem More taxes less fire"
X Link 2024-07-25T17:32Z [---] followers, [--] engagements
"@CDInewsletter They just are not able to grow and some say they paid too much for the recent acquisition of ACE. Its kind of a sandbox for Pernod. I should add that I own a small amount of this and at these prices it is probably not a bad addition but I will wait for ER"
X Link 2024-07-31T16:58Z [---] followers, [--] engagements
"Added to Gibson today $GEI.TO; no reason to drop today along the oil companies. One of RBCs best ideas in energy"
X Link 2024-08-01T19:47Z [---] followers, [--] engagements
"@StockTrades_CA Rating agencies are always late. BCE is already trying to reduce its debt; selling their company in the North to indigenous folks for one billion. They also have other levers to pull as you know to pay down debt. There wont be dividend increases for some time and thats fine"
X Link 2024-08-31T18:08Z [---] followers, [---] engagements
"@StockTrades_CA You ignored my comment about the sale of assets. From Q2: "we entered into a transaction to sell Northwestel to for up to $1 billion in cash to use those proceeds to proactively manage our balance sheet and to pay down debt"
X Link 2024-09-01T14:14Z [---] followers, [--] engagements
"@CDInewsletter Agreed. I also learned the hard way after losing big in one penny stock in an industry I thought I knew well"
X Link 2024-09-15T16:47Z [---] followers, [--] engagements
"@PtFry @PeterMeiszner Leave the city too Vancouver is better without you"
X Link 2024-11-29T08:14Z [---] followers, [--] engagements
"@NuggetCapital $CNQ $ $PPL from proceeds of trimming $CPX"
X Link 2024-12-06T20:32Z [--] followers, [---] engagements
"@PeterMeiszner @VanBitcoiners @Vancouver_BTC @KenSimCity How much bitcoin you and mayor have invested in personally"
X Link 2024-12-11T23:40Z [--] followers, [---] engagements
"2024 Returns RRSP (USD converted to CAD): 30.47% TFSA (only Canadian listed): 12.48% Non-registered (tsx only): 23.4% Overall: 22.11% Not bad considering TSX and S&P500 performance of 18% and 23.3% respectively"
X Link 2025-01-01T20:03Z [--] followers, [--] engagements
"@BubleQe I have owned MREL for some time. MER is quite high and its distribution is higher than the distribution of underlying REITs which means return of capital. However they invest only in top REITs and their total returns after fees have been generally better than low MER reit etfs"
X Link 2025-01-07T20:34Z [--] followers, [---] engagements
"@BubleQe @slrcawaja One thing about utilities is that Trumps tax cuts are not really good for them But in utilities FTS and EMA are the only ones I am interested in"
X Link 2025-01-07T20:36Z [--] followers, [--] engagements
"@DeanSkiMan @BubleQe @CapitalPower It got a little bit too expensive. A buy at the bought deal price of. Around $58-59"
X Link 2025-01-09T20:18Z [--] followers, [--] engagements
"@DivGrojourney I am buying. People are not valuing its significant hydro assets (40% FFO) or its recent investment in nuclear. IMO a buy at these levels but buyer should be ready to buy more at lower prices with this trend Maybe half position"
X Link 2025-01-22T21:11Z [--] followers, [--] engagements
"@DividendDaddy1 [--] $VGT [--] $BEP.un [--] $PPL [--] $CNQ [--] $BIP.un for me"
X Link 2025-04-04T19:30Z [--] followers, [---] engagements
"@BubleQe I think one of the REITs associated with major grocers is your response; Choice properties (Loblaws) or Crombie (Empire). Choice is Rock Solid"
X Link 2025-04-13T03:05Z [--] followers, [---] engagements
"$BEP.UN up [---] % today. Started a position early in the year due to it being in value territory and because of its hydro and nuclear assets. Trumps nuclear power plans can increase the value of the Westinghouse considerably which probably explains todays action"
X Link 2025-06-10T05:17Z [--] followers, [--] engagements
"@Serpicoo3 Who makes one million dollar in salary Also you can reduce by using RSP. Further if you have [--] million in capital gains that will not be your tax. I agree with you however that a lot of our taxes are wasted"
X Link 2025-07-10T22:11Z [--] followers, [---] engagements
"Todays adds: $hhl.to (healthcare covered call etf) I also have $VHT in USD in my RRSP. I see value in health care sector and I play it via ETFs. Also small add to $CNQ.to and $Tou.to"
X Link 2025-07-15T22:54Z [--] followers, [---] engagements
"@JimChuong Maybe they prefer to explore Canada to support the country. I travelled to the Maritimes this year for the first time not because I dont have money to go to Europe but because I wanted to explore Canada"
X Link 2025-07-21T22:43Z [--] followers, [--] engagements
"Todays add: $pif.to Its cheap with 7% dividend and trading below BV. I do expect a better earnings result now that they have completed the acquisition of the wind farm in Puerto Rico. Latin America is thirsty for all types of power"
X Link 2025-07-22T23:09Z [--] followers, [---] engagements
"@VeldonCoburn How much more money/bribe/power do you want to stop your anti-Canada extortion Poor students that have to listen to such a radical biased so-called educator"
X Link 2025-07-24T20:36Z [--] followers, [--] engagements
"Todays add: heavily added to my $tou.to position. Also added to $lif.to and $Mtl.to with my $trp and dividends. Busy day 🙂 http://Cpx.to http://Cpx.to"
X Link 2025-07-31T19:31Z [---] followers, [---] engagements
"$pif.to is out with great results: 15% increase in production Adj EBITDA $15.4 million up from $13.3 m last year EPS $0.1 up from $0.05 [--] million cash for future developments Total liabilities down significantly too"
X Link 2025-07-31T20:45Z [--] followers, [--] engagements
"@Philbert771 Well with recent acquisition in Puerto Rico they are getting there. Also I think their next project willl be a battery system in the same jurisdiction. Dividend make it easy to wait till re-rate"
X Link 2025-08-01T20:03Z [--] followers, [--] engagements
"Todays adds: $ERE.un at [----] $LIF.to and $CNQ"
X Link 2025-08-07T16:58Z [--] followers, [---] engagements
"@ysteve747 @SteveWps The only problem is cash. No way to put cash directly in your account. You will need another bank or credit union account for that"
X Link 2025-08-08T06:21Z [--] followers, [--] engagements
"@TSXDivStock Just added to my position. I like their diversified investment portfolio in established profitable companies with stable cash flows. The numbers were generally positive although it seems it missed consensus"
X Link 2025-08-08T16:08Z [--] followers, [--] engagements
"Todays trades: Added more to $ERE.un couldnt resist Added to $AD.un Trimmed my Rogers shares and added to $BIP.Un Oh and just a little add to $ppl.to"
X Link 2025-08-08T18:11Z [--] followers, [----] engagements
"@TheWiseIC $AD.UN has created a nice niche for itself in emerging private equity business investing mainly in prefs of companies with stable CF in established industries. Its a good addition to a well diversified portfolio and dividend is covered with 65% payout"
X Link 2025-08-08T20:50Z [--] followers, [---] engagements
"Ended up selling more $EIF.TO (went up 7% by the end of the day) keeping it in cash for future opportunistic purchases"
X Link 2025-08-12T20:55Z [--] followers, [--] engagements
"Todays trade: Sold more of my $RCI.b shares at a nice 26% profit and put the proceeds in $BIP.UN $ERE.UN (now almost 9% of my TFSA portfolio) and $TOU.TO (Also around 9% of my TFSA)"
X Link 2025-08-13T23:20Z [--] followers, [---] engagements
"I have now sold all of my Rogers shares (more than 25% profit in less than [--] months) and put the money back to $BIP.UN $AD.UN and $Tou.TO Todays trade: Sold $BIP.UN for 12% profit and purchased $RCI.b. Similar dividends but valuation wise Rogers has more room to grow. Still positive about BIP over the LT but PE is having some difficulties exiting their investments in [----]. Now own all 3: $t.to $bce.to and RCI Todays trade: Sold $BIP.UN for 12% profit and purchased $RCI.b. Similar dividends but valuation wise Rogers has more room to grow. Still positive about BIP over the LT but PE is having"
X Link 2025-08-14T16:24Z [---] followers, [----] engagements
"@LorraineKe53854 @Gina_B_63 @FrankWAuthor @yonkojohn It has been [--] years since Harpers years. Go check your facts"
X Link 2025-08-17T23:34Z [--] followers, [--] engagements
"@BubleQe @WoodfibreLNG As you know. FortisBC ($FTS) is the one taking the gas from Enbridges pipe to woodfibre site"
X Link 2025-09-03T20:18Z [---] followers, [--] engagements
"@TheWiseIC I agree that the valuation is enticing"
X Link 2025-09-03T21:21Z [--] followers, [--] engagements
"Todays trade: Trimmed more $ap.un (20% return so far) and added the proceeds to initiate a new position in $APR.UN. I like niche businesses It doesnt have a huge discount to NAV but its less risky and pays 7% (81% AFFO payout-44% debt/GBV) Also added to $hhl.to"
X Link 2025-09-24T21:53Z [---] followers, [---] engagements
"Todays trades: Initiated a position in $ADN.To (timberland in NB and Maine). At [--] week lows. Some operational issues in Maine that will be hopefully sorted out. 6.5% dividend. Added 10% more to $HR.UN (somewhat speculative) Added to $ http://Tou.to http://Tou.to"
X Link 2025-09-30T19:45Z [---] followers, [---] engagements
"@TheWiseIC $mtl.to is a good one. I like its CEO; very transparent. Opportunities for growth via acquisitions. Just the high payout ratio is worrying. I like to buy closer to [--] weeks low"
X Link 2025-10-08T03:58Z [---] followers, [--] engagements
"@BubleQe @TELUS Its going down for no reason. I added too"
X Link 2025-10-08T18:21Z [---] followers, [---] engagements
"@NuggetCapital Everything except telecom and utilities"
X Link 2025-10-12T03:27Z [---] followers, [---] engagements
"@DivGrojourney Why change from BIP to BIPC Arent they the same other than for tax treatment"
X Link 2025-04-26T13:10Z [---] followers, [--] engagements
"@FullScopeWelds @tsxman Own $t.to and with dividends I am comfortably in the green. I also like the prospects of Telus Health and given my bullish outlook for BC and Alberta which is were Telus is more prominent I am comfortable holding it for long term. $BCE.to terrible management but low valuation"
X Link 2025-06-08T21:17Z [---] followers, [---] engagements
"Todays trade: Sold $BIP.UN for 12% profit and purchased $RCI.b. Similar dividends but valuation wise Rogers has more room to grow. Still positive about BIP over the LT but PE is having some difficulties exiting their investments in [----]. Now own all 3: $t.to $bce.to and RCI"
X Link 2025-06-17T21:29Z [---] followers, [----] engagements
"@comox99 @BubleQe Its probably just profit taking and moving money around. But if natural gas supply grows $ppl.to utilization rate should also go up. Pembina has some issues with Alliance pipeline (settlement with shippers) but will be resolved"
X Link 2025-06-18T20:36Z [---] followers, [---] engagements
"Todays add: $MTL.to / 5% down after disappointing earnings miss dividend coverage is at 100% of adj eps for the q2 but this is cyclical business and around $13 is a good place to start adding imo. It could go to [--] so will leave room to add more"
X Link 2025-07-24T20:23Z [---] followers, [---] engagements
"Not sure who is selling me $ERE.UN at $2.41 but thank you"
X Link 2025-08-19T19:56Z [---] followers, [----] engagements
"Todays trade: Trimmed my TD position (up 32%) and used the proceeds to add to (1) $BIP.UN & (2) $TOU.TO Positive decisions on LNG and NG infrastructure keep coming and both of these names will be benefiting"
X Link 2025-09-03T19:01Z [---] followers, [----] engagements
"For $tou.to I refer you to @BubleQe as there is nothing I can add that he has not already covered. I note that I already have decent investments in $ENB.TO $TRP.To and $ $ $CNQ.TO $FRU.TO and $ Diversified I am 😊 http://CJ.TO http://PPL.TO http://CJ.TO http://PPL.TO"
X Link 2025-09-03T19:26Z [---] followers, [---] engagements
"Todays buy: Initiated a small position in $Arx.to Its interesting that NG producers stocks are going down in a time when demand for their products is going to go up exponentially in not too distant future"
X Link 2025-09-10T18:52Z [---] followers, [---] engagements
"Sold my $ARX.To that I added using margin. Give me +7% profit in less than a month and I will take it. Todays buy: Initiated a small position in $Arx.to Its interesting that NG producers stocks are going down in a time when demand for their products is going to go up exponentially in not too distant future. Todays buy: Initiated a small position in $Arx.to Its interesting that NG producers stocks are going down in a time when demand for their products is going to go up exponentially in not too distant future"
X Link 2025-10-06T19:31Z [---] followers, [----] engagements
"$CJ.to up 30% in the last year plus 10% dividend.Some folks who successfully predicted dividend cuts in other cases also predicted dividend cuts for this one. So far they are wrong Trimmed today on 5% jump"
X Link 2025-10-08T15:33Z [---] followers, [---] engagements
"Todays adds: $Tou.to (DCA below [--] is an opportunity IMO) $AD.UN (one of the few financials that is trading below BV) $APR.UN (just slowly DCA my allied proceeds to this one) $CHE.UN (its one of the only names I feel comfortable adding at [--] weeks high) Happy long weekend"
X Link 2025-10-10T20:45Z [---] followers, [---] engagements
"I am kind of in a repeat but again added to: $tou.to (listened to his interview with Amber and agree with his points on higher NG prices) $Adn.to (building a position so loving these [--] weeks low prices) $APR.UN"
X Link 2025-10-14T20:04Z [---] followers, [---] engagements
"Added to $Ere.un today at 1.02-1.03 price (its a safer bet IMO in this market. I expect [---] 1o [---] for the final stage in max [--] months) Also initiated a position to $tpz.to (again on expectation of higher NG prices) Small additions to $TOU.to $CNQ.to $adn.to and $CHE.un"
X Link 2025-10-16T20:41Z [---] followers, [---] engagements
"Added more to $CNQ.TO today using margin at 4.7% (CNQ pays a 5.5% safe growing dividend). My math tells me its a good risk reward to use margin here (My margin is less than 15% of my holdings to reduce risk)"
X Link 2025-10-18T02:50Z [---] followers, [----] engagements
"@DivGrojourney What I am saying is that if I have 100k of invested non-margin equity I am only using max 15k of margin. Are you suggesting I should take 50k out To be safer Not sure what u mean"
X Link 2025-10-18T03:03Z [---] followers, [---] engagements
"@CanadianRs3 I dont dispute that. What large cap dividend names do you prefer"
X Link 2025-10-18T16:27Z [---] followers, [---] engagements
"@Optionstarter You are more sophisticated than I am 😉"
X Link 2025-10-18T23:30Z [---] followers, [--] engagements
"@NuggetCapital When they get to the set debt targets the company itself becomes the incremental buyer (hopefully) but it will take time"
X Link 2025-10-20T19:55Z [---] followers, [---] engagements
"@NuggetCapital This is a major concern for me as an investor in $tou.to"
X Link 2025-10-20T20:47Z [---] followers, [---] engagements
"@bob_fedderly @MPelletierCIO @FT @CNBC @WSJ @nytimes Except that the same resource exists elsewhere too and capital can go where there is more friendly regulatory/investment environment. Canada will lose others will win"
X Link 2025-10-21T17:09Z [---] followers, [--] engagements
"@TemujinBC @TheWiseIC Thanks They bought back shares at an avg price of [-----]. Thats where I will be willing to add again"
X Link 2025-10-22T20:57Z [---] followers, [--] engagements
"@jim_duffus Interesting I asked your question from Grok and it said yes it can sustain it for [----]. It all depends on the results in next few quarters. Telus management is more aligned than BCE. CEO used to get his salary in stocks. Also FCF has been above div in the last three quarters"
X Link 2025-10-28T03:23Z [---] followers, [--] engagements
"@tsxman Added small amount to $PLZ.UN. Interesting that in such a day $ERE.un actually jumped to 1.1"
X Link 2025-10-28T20:30Z [---] followers, [---] engagements
"TSX REITs particularly were down today so I used the opportunity to add to several names including $APR.UN (now close to full position) $PLZ.UN $CRR.UN $T.TO $ADN.TO (report today) $PPL.TO and $GEI.TO (my oil stocks were up but oil and gas infra like Gibson were down)"
X Link 2025-10-29T20:08Z [---] followers, [---] engagements
"@theRealBo786 Waiting for tomorrows call but result are not good agreed. Main catalyst is potential sale of carbon credits in Q4 which could change the annual results otherwise their div is not sustainable. So will look for guidance on that. I added for diversification (avg 16)"
X Link 2025-10-30T01:27Z [---] followers, [--] engagements
"Todays adds: $PIF.to (was down today 7%; didnt beat the analyst estimates but otherwise the results were good; higher revenue and EBITDA and clear growth opportunities) $APR.UN (Down with the rest of REITs today my avg is now close to the latest bought deal price)"
X Link 2025-10-30T21:34Z [---] followers, [---] engagements
"@DivGrojourney Agreed. And its small cap so huge swings is expected. Good News is that divvy is safe as they have lots of cash on hand"
X Link 2025-10-30T21:48Z [---] followers, [--] engagements
"$PZA.TO Q3 earnings out: SSS flat. Consumers tightening in pretty much all QSRs. This one no exception. Payout for both quarter and year around 110%. They have a policy to pay 100% so they had to use reserves. Its a hold for me but will probably go down"
X Link 2025-11-04T22:40Z [---] followers, [---] engagements
"@VanIsleInvestor [--] years of dividend growth. Impressive"
X Link 2025-11-05T01:37Z [---] followers, [--] engagements
"$ERE.UN Q3 results out. The NAV is estimated at [----] CAD. Even with a .25CAD wind-down cost this should worth 1.2CAD. Easy 10-15% The rest of portfolio is being sold individually it seems to maximize the price"
X Link 2025-11-06T00:09Z [---] followers, [---] engagements
"Alaris Equity partners $AD.UN Q3 [----] report looks good to me. Distributable CF down mainly due to timing but: NAV $25 (price is still below 20) Repurchased 465k shares at avg price of $18.87 CF payout ratio 60%"
X Link 2025-11-06T02:31Z [---] followers, [---] engagements
"@BubleQe The avg realized price of $3/mcf when AECO was well below $1 is reassuring (shows their market diversification which can only improve with new LNG contracts)"
X Link 2025-11-06T03:56Z [---] followers, [---] engagements
"Back into $ARX.TO today. Sold my $ARX.To that I added using margin. Give me +7% profit in less than a month and I will take it. Sold my $ARX.To that I added using margin. Give me +7% profit in less than a month and I will take it"
X Link 2025-11-07T17:33Z [---] followers, [---] engagements
"Sold $BCE.TO for tax reasons. About 30% negative return (ouch) May buy back after the [--] days period but no rush. Its not going anywhere till at least management is changed. My candidates for tax loss selling: $BCE.TO (still like the asset but terrible management if I sell may buy back after one month period) $HR.UN (If no deal by end of the year may sell) $ADN.TO (recent add already down 11% didnt like the q3 ER may give it more time) My candidates for tax loss selling: $BCE.TO (still like the asset but terrible management if I sell may buy back after one month period) $HR.UN (If no deal by"
X Link 2025-11-11T02:40Z [---] followers, [----] engagements
"@67Dodge Agreed. I already have Telus. $BCE.TO after dividend cut is a relatively safe 5% dividend but nothing more really"
X Link 2025-11-11T16:55Z [---] followers, [--] engagements
"EPS beat by $FRU.TO in Q3. Diversification into US is showing its results with much higher (4X) NG realized prices than Canada"
X Link 2025-11-14T00:01Z [---] followers, [---] engagements
"@tsxman I wouldnt call the report positive. They spent millions of dollars for no complete deal. FFO is down too it seems. Will look for more color on the [---] B sale on the call but this is disappointing"
X Link 2025-11-14T00:59Z [---] followers, [---] engagements
"@tsxman BTW doesnt mean I will sell it depends on market reaction in the next few weeks and more details on the deal. If this becomes a fully US residential REIT I will probably keep it"
X Link 2025-11-14T01:14Z [---] followers, [--] engagements
"$CRR.UN with another great earnings report: AFFO up 11% debt to GBV 45% And its cheap relative to peers"
X Link 2025-11-15T07:28Z [---] followers, [--] engagements
"@VenetoLibero198 Yeah dont see a reason other than negative sentiment for this big drop the Q3 report was ok"
X Link 2025-11-17T23:26Z [---] followers, [--] engagements
"@VenetoLibero198 Thats part of it. The dividend is well covered so we can wait 🙂"
X Link 2025-11-17T23:34Z [---] followers, [--] engagements
"@JoeKensing10 @NuggetCapital @BarrySchwartzBW As Rick Rule put it with $CNQ.TO you cover the waterfront and then you can go search for higher risk-rewards elsewhere"
X Link 2025-11-21T04:18Z [---] followers, [--] engagements
"@TheWiseIC 1-Diversification (renewables are out of favor now but it may not stay like this forever) 2-Dividend is now safe and sufficient 4.4% 3-Much better valuations than a few days ago 4-Catalyst in 2026-2027 with completion of two major projects 5-a renewed focus on NG fired plants"
X Link 2025-11-25T20:07Z [---] followers, [--] engagements
"@TheWiseIC Love and own CPX. Trimmed a bit lately after almost 90% profit. May add incrementally below [--]. People are taking some profits so this may continue a bit more"
X Link 2025-11-25T20:09Z [---] followers, [--] engagements
"@TheWiseIC @NuggetCapital Are you in college debate team If you think the company is a scam stay away"
X Link 2025-11-26T21:37Z [---] followers, [--] engagements
"@MWG_Jamie What do you think of $ADN.TO for income With timderland in both US and Canada it is less impacted by any tariffs. Very high insider ownership but low volume"
X Link 2025-11-29T03:50Z [---] followers, [---] engagements
"Todays trade: Trimmed some of my $TD.TO gains (50% YTD) and initiated a new position in $SLF.TO. Higher dividend and potential price recovery if/when they can address their US dental insurance issues. I expect TD to do well in the earnings season so still own a bit of it"
X Link 2025-12-01T20:47Z [---] followers, [----] engagements
"Added more to $NWC.TO to increase my defensive exposure and balanced it out with initiating a small position in $GSY.TO; Go Easy has been under pressure from short sellers management changes and higher credit risk and can go lower. I size my position accordingly"
X Link 2025-12-04T21:28Z [---] followers, [---] engagements
"@VanIsleInvestor They are in the same company so its not surprising they have the same positions. Further consistency isnt bad. They invest in dividend stocks with lower beta. They however missed on banks upside as Ryan was skeptical of economic recovery"
X Link 2025-12-12T20:14Z [---] followers, [---] engagements
"Sold $ADN.TO for a small 1% gain probably going higher but I am not convinced about its dividend sustainability on FCF basis particularly without the help of DRIP. My candidates for tax loss selling: $BCE.TO (still like the asset but terrible management if I sell may buy back after one month period) $HR.UN (If no deal by end of the year may sell) $ADN.TO (recent add already down 11% didnt like the q3 ER may give it more time) My candidates for tax loss selling: $BCE.TO (still like the asset but terrible management if I sell may buy back after one month period) $HR.UN (If no deal by end of the"
X Link 2025-12-15T19:45Z [---] followers, [---] engagements
"@FuzzyBe02910905 Generally agree so have to wait for any pullbacks which will naturally happen sooner or later"
X Link 2026-01-04T22:27Z [---] followers, [--] engagements
"@tsxman The big money is coming back to the whole sector it seems. [----] is REITs year"
X Link 2026-01-09T00:20Z [---] followers, [---] engagements
"@s_m_marandi Iranian dont have access to internet to tell their stories. How do you connect to defend the regime Oh yes you are the regime"
X Link 2026-01-14T18:07Z [---] followers, [--] engagements
"Todayss add $CPX.TO Increased my share count by more than 5%. After so many decades of stagnant electricity consumption in NA we are seeing some growth coming back"
X Link 2026-01-16T21:17Z [---] followers, [----] engagements
"@DivGrojourney To me the dividend rate is already good enough. I support their strategy of investing in the business given the growth in power demand"
X Link 2026-01-19T03:03Z [---] followers, [--] engagements
"@QuestforYield @tsxman Arent you worried about their high debt (debt to GBV 60%). In comparison $CAR.UN is below 40%. I like it other than that"
X Link 2026-01-21T23:46Z [---] followers, [---] engagements
"@tsxman @QuestforYield Thanks. To me when a RET has high debt one needs to do deep dive into their debt portfolio (their interest rates credit ratings variable vs fixed ) which could be additional work. I know you do this but most dont. I didnt do it for $NWH.UN and lost $ so still cautious"
X Link 2026-01-22T00:41Z [---] followers, [--] engagements
"@BubleQe Still adding to $CNQ.to and $PPL.to but looking to diversify"
X Link 2025-01-02T21:47Z [---] followers, [---] engagements
"todays adds: $Lif.to (still very small position) and $ppl.to (a mediun sized position for me)"
X Link 2025-07-08T17:58Z [---] followers, [---] engagements
"$BIP.UN Just announced 6% increase to its dividend supported by a similar FFO Per share growth in [----] (6.4%) The business continues to operate on self funding model and profitable asset recycling"
X Link 2026-01-29T13:09Z [---] followers, [---] engagements
"@DivGrojourney I added to both $BEP.UN and $BIP.UN today as I am building a position. Both in TFSA. I last sold my BIP in high 40s last year. But if you want more stability I also added to $PPL.TO"
X Link 2025-04-10T22:10Z [---] followers, [---] engagements
"@BubleQe @AssetTraveller @Gary79699215 I already own $ppl.to (more than twice the size of $BCE purchase today) and indeed added a non-significant amount to my position today"
X Link 2025-12-22T21:33Z [---] followers, [---] engagements
"Todays trade: Trimmed my $Arx.To by 25% ( 7.5% gain in less than [--] months) Added incrementally to $TRP.TO (core position for me) Added to $HR.UN"
X Link 2026-01-21T21:15Z [---] followers, [---] engagements
"@BubleQe I did see your slide on that but before getting to Q1 we have the [----] report. I will get back around $23 if it ever get there. You mentioned lack of buyback for ARC my replacement $SES.TO has been a buyback machine in last 2-3 years"
X Link 2026-01-27T19:24Z [---] followers, [---] engagements
"@JamesJstuartb @NiohBerg @TanArrowz Not sure why you defend the mullahs regime. There is no doubt the regimes people have transferred/laundered significant amount of money to other countries including into Canada. One should just look into British Properties in West Vancouver"
X Link 2026-02-02T00:55Z [---] followers, [--] engagements
"@DivGrojourney I meant private equity part of their business"
X Link 2026-02-03T17:57Z [---] followers, [--] engagements
"@tsxman Again its expensive but you should also look at the ROE and its ability to grow its BV. $BAM ROE is like 22% but could be even higher with performance fees (30% or more). DRM is like 6%"
X Link 2026-02-04T04:18Z [---] followers, [---] engagements
"@TheWiseIC @jim999432 @DivGrojourney Only 1% of Private Equity part of the business is in software and no credit exposure. No impact really"
X Link 2026-02-04T23:15Z [---] followers, [--] engagements
"Now that [----] report is behind us I am back into $ARX.TO It made a lot of money in Q1 with high gas prices in their markets and hopefully will use the FCF to meaningfully buyback shares"
X Link 2026-02-06T16:58Z [---] followers, [---] engagements
"Today trades: Sold $ema.to for 36% gain and used the proceeds to initiate a position in $Tou.to Similar dividends but I believe for Tourmaline there is any easy 10-15 percent gain over the next year"
X Link 2025-06-06T19:58Z [---] followers, [---] engagements
"@BubleQe Moi aussi $ppl.to"
X Link 2025-06-18T19:37Z [---] followers, [---] engagements
"Added more to $tou.to getting close to my max allocation threshold. Also added to $t.to which I think had a decent report"
X Link 2025-08-01T20:00Z [---] followers, [---] engagements
"Todays trade: Trimmed my $EIF.to slightly (is up 4% today after very strong earning report) and used the proceeds to add to $ppl.to and $lif.to"
X Link 2025-08-12T17:40Z [---] followers, [---] engagements
"Todays adds: $TOU.TO; with ramp up of LNG phase [--] in the next [--] months I expect higher realized NG prices. $BIP.UN; building back a position. As a pension trustee I know how much pension plans love infrastructure plays $Lif.to its a [--] year low and good place to add IMO"
X Link 2025-08-18T18:51Z [---] followers, [----] engagements
"Todays add: $t.to their services are the backbone of the modern economy. 7% dividend while you wait. Telus Health is a great business too. Most dont know but Telus Health is also in actuaries business for pension plans after they bought Lifework"
X Link 2025-09-18T19:46Z [---] followers, [---] engagements
"In a declining interest rate environment royalties focused dividend stocks are performing magnificently. Here is $Div.to price performance plus 8% dividend for those who have hold it. I trimmed today and added to $t.to"
X Link 2025-09-19T16:45Z [---] followers, [---] engagements
"Todays adds: $t.to (in an environment where a lot of stocks are at [--] weeks high Telus presents an opportunity to add +7% dividend)"
X Link 2025-10-06T19:28Z [---] followers, [---] engagements
"Todays trades: Trimmed $CJ.to (5% pop this morning) Trimmed $Cpx.To (as said before 90% profit) Added to $t.to $adn.to $ad.Un and $apr.un (all great dividend paying stocks with short term hiccups)"
X Link 2025-10-08T20:05Z [---] followers, [---] engagements
"@DivGrojourney I do have $t.to as well in the same account"
X Link 2025-10-18T04:09Z [---] followers, [---] engagements
"Todays adds: $t.to (opportunity to add below $21 and get a great dividend) $ADN.to (its been going down almost daily but still adding with an avg price of $16- insiders buying too) $APR.UN(opportunity to add below recent bought deal price of $11.11) Also small add to $key.to"
X Link 2025-10-27T22:00Z [---] followers, [----] engagements
"Todays trades: Trimmed a little bit of $BNS.TO (with 40% gain its now my biggest non-ETF position by a small margin) Added to $KEY.TO (I am bullish on NG infrastructure)"
X Link 2025-11-03T21:09Z [---] followers, [---] engagements
"Todays adds: $CHE.UN (its back to its pre-earnings price - I add incrementally) $T.TO (understand the risks but at this price I add incrementally) $PIF.TO (add below BV)"
X Link 2025-11-21T04:33Z [---] followers, [----] engagements
"Good for $BCE.TO $T.TO and the sector in general if sustained"
X Link 2026-01-07T08:50Z [---] followers, [---] engagements
"$BEP.UN; Brookfield using an ATM to issue BEPC shares to buy back BEP shares and narrow the gap between the price and yield of the two. Positive for BEP; negative for BEPC https://ca.finance.yahoo.com/news/brookfield-renewable-announces-market-equity-010400612.html https://ca.finance.yahoo.com/news/brookfield-renewable-announces-market-equity-010400612.html"
X Link 2026-01-13T18:50Z [---] followers, [---] engagements
"@NuggetCapital $t.to except Telus didnt cut. You wanted to say BCE maybe"
X Link 2026-01-14T01:42Z [---] followers, [---] engagements
"Todays adds: more $lif.to (now at about 20% of my expected position) and $trp.to (10% down from its highs so added incrementally to my already decent position)"
X Link 2025-07-09T20:33Z [---] followers, [---] engagements
"@TheWiseIC They have been selling it in pieces. The risk I guess is that the deals for the rest of the portfolio dont materialize at the NAV of [----] but I am assuming a NAV of [----] (after taxes and expenses) for my purchases. Riocan did cut its dividend in the past but I like it too"
X Link 2025-08-19T20:35Z [---] followers, [---] engagements
"Todays trade: Trimmed my $AP.UN (its been doing great lately as market slowly absorbs the extra office space) Added the proceeds to $HHL.to (biggest covered call healthcare ETF in Canada). Healthcare continues to be cheap and I play the sector using [--] ETFs: $VHT (USD) and HHL"
X Link 2025-09-08T19:39Z [---] followers, [----] engagements
"Newest (small) addition to my RRSP: $VDC (Staples sector is cheap relative to its historical valuation when compared to S&P500 (My RSP is in USD and invested in US market mainly in $VGT & $VHT to cover my tech and health care portfolio needs)"
X Link 2025-12-09T21:15Z [---] followers, [---] engagements
"Todays adds: $TOU.TO (below [--] is my buy zone) $KEY.TO and $CPX.TO (potential VZ oil production increase has nothing to do with these companies)"
X Link 2026-01-05T19:54Z [---] followers, [----] engagements
"Todays trade: Sold the remainder of my $ARX.TO at a decent 6% profit (I continue to be exposed to NEBC gas play via $TOU.TO) and replaced it with $SES.TO (down [--] percent on the day). The re-industrialization of NA means more industrial waste"
X Link 2026-01-27T06:54Z [---] followers, [----] engagements
"Todays trade from rainy Maui: Buy: $GWO.TO (back to were it was [--] months ago with 4% dividend) Sell: $HLF.TO (15% profit in [--] months)- probably still cheap but I dont want to be greedy"
X Link 2026-02-09T22:00Z [---] followers, [---] engagements
"Added: $TOU.TO (I try to add under $60) $PIF.TO (Q3 report was okay trading below BV) $AI.TO (decent report) and $NWC.TO (my newest position) Recently my dividend focus portfolio is doing better than the market despite owning $HR.UN"
X Link 2025-11-17T21:19Z [---] followers, [----] engagements
"Todays trade: Trimmed my $CNQ.TO (20% profit + dividend). Incremental add to $CPX.TO. Yesterdays add: $BAM.TO (got lucky I guess but wished I added more)"
X Link 2026-02-04T22:48Z [---] followers, [----] engagements
"Added to energy infrastructure names today: $PPL.TO; $ENB.to and $KEY.TO All pay safe growing dividends of =5%"
X Link 2025-12-16T17:32Z [---] followers, [----] engagements
"My investment thesis for [----] would be the same as 2025; Invest in Canadian dividend stocks with sizeable exposure to US (think $CPX.TO; $TRP.TO $GEI.TO or even $GWO.TO) or have USD revenue base plus some direct investment in US ETFs ( $VGT $VHT ) plus some bond proxies"
X Link 2026-01-04T02:49Z [---] followers, [----] engagements
"@NuggetCapital Its largely a regulated capital structure so unless the regulators force them (which they wont because otherwise ratepayers should pay for higher ROE) they will carry the debt forever"
X Link 2026-02-14T05:28Z [---] followers, [---] engagements
"2025 Returns Margin = 23.74% (invested in Canadian dividend paying stocks) TFSA = 22.68% (same as margin) RSP = 16.58% with currency exchange considered (invested in US-based ETFs in USD) Not bad considering I have no investments in gold/silver stocks. Happy 2026"
X Link 2026-01-01T08:15Z [---] followers, [---] engagements
"$ere.un Reported NAV for end of 2025: $1.44. Todays price $1.14. Expected final sale March-April. Added today Expect 7-10% profit on todays purchase"
X Link 2026-02-13T16:55Z [---] followers, [---] engagements
"$FTS.TO Fortis (the biggest position in my dads portfolio that I manage) increased its dividend by 4.1% (52 years of dividend increases). The stock is up more 3% on the earnings report. $FTS Q4 '25: Net earnings $1.7b EPS $3.40 Adj. EPS $3.53 up from $3.28 Capex $5.6b 7% rate base growth [--] consecutive yrs div inc.s '26-'30 capex plan: $28.8b 4-6% annual div growth through '30 PR: https://t.co/BKprF5COHc https://t.co/KChh2N2hrP $FTS Q4 '25: Net earnings $1.7b EPS $3.40 Adj. EPS $3.53 up from $3.28 Capex $5.6b 7% rate base growth [--] consecutive yrs div inc.s '26-'30 capex plan: $28.8b 4-6%"
X Link 2026-02-12T17:18Z [---] followers, [----] engagements
"$FTS Q4 '25: Net earnings $1.7b EPS $3.40 Adj. EPS $3.53 up from $3.28 Capex $5.6b 7% rate base growth [--] consecutive yrs div inc.s '26-'30 capex plan: $28.8b 4-6% annual div growth through '30 PR: https://urlu.xyz/36b16e3a https://urlu.xyz/36b16e3a"
X Link 2026-02-12T11:10Z [----] followers, [----] engagements
"Todays trade from rainy Maui: Buy: $GWO.TO (back to were it was [--] months ago with 4% dividend) Sell: $HLF.TO (15% profit in [--] months)- probably still cheap but I dont want to be greedy"
X Link 2026-02-09T22:00Z [---] followers, [---] engagements
"Now that [----] report is behind us I am back into $ARX.TO It made a lot of money in Q1 with high gas prices in their markets and hopefully will use the FCF to meaningfully buyback shares"
X Link 2026-02-06T16:58Z [---] followers, [---] engagements
"Todays trade: Trimmed my $CNQ.TO (20% profit + dividend). Incremental add to $CPX.TO. Yesterdays add: $BAM.TO (got lucky I guess but wished I added more)"
X Link 2026-02-04T22:48Z [---] followers, [----] engagements
"RT @TorontoPolice: [------] demonstrators and zero incidents. Thanks to the meticulous planning effective ontheground work and profess"
X Link 2026-02-02T23:10Z [---] followers, 13.5K engagements
"150000 demonstrators and zero incidents. Thanks to the meticulous planning effective ontheground work and professionalism of our members and specialized units yesterdays event in the heart of our city remained safe and peaceful"
X Link 2026-02-02T20:39Z 438.4K followers, 3.3M engagements
"Todays add: more $CPX.TO Would like to bring this to my top [--] (right now in number 12)- wouldnt mind for it to be in top 3"
X Link 2026-02-02T22:24Z [---] followers, [---] engagements
"$BAM.TO Started a small position on Friday. Already own $BIP.UN and $BEP.UN for whom BAM acts as the manager. Both had well-received [----] reports and growing AUMs which shall be reflected in higher income for the manager"
X Link 2026-01-31T21:23Z [---] followers, [---] engagements
"Back into $Lif.to with a starter position. Today I sold my $lif.to position (up 3.8% today when I sold - dont know why) for a nice 12% gain (excluding dividends). I will be a buyer again around $29 Today I sold my $lif.to position (up 3.8% today when I sold - dont know why) for a nice 12% gain (excluding dividends). I will be a buyer again around $29"
X Link 2026-01-30T21:12Z [---] followers, [---] engagements
"Today I sold my $lif.to position (up 3.8% today when I sold - dont know why) for a nice 12% gain (excluding dividends). I will be a buyer again around $29"
X Link 2025-12-03T16:38Z [---] followers, [---] engagements
"$BIP.UN Just announced 6% increase to its dividend supported by a similar FFO Per share growth in [----] (6.4%) The business continues to operate on self funding model and profitable asset recycling"
X Link 2026-01-29T13:09Z [---] followers, [---] engagements
"Todays add: $BIP.UN Not why I added but this was also one of the stocks recommended by Sam Labell from Veritas on todays episode of In The Money podcast"
X Link 2026-01-28T04:38Z [---] followers, [---] engagements
"Todays trade: Sold the remainder of my $ARX.TO at a decent 6% profit (I continue to be exposed to NEBC gas play via $TOU.TO) and replaced it with $SES.TO (down [--] percent on the day). The re-industrialization of NA means more industrial waste"
X Link 2026-01-27T06:54Z [---] followers, [----] engagements
"Todays trade: Trimmed my $Arx.To by 25% ( 7.5% gain in less than [--] months) Added incrementally to $TRP.TO (core position for me) Added to $HR.UN"
X Link 2026-01-21T21:15Z [---] followers, [---] engagements
"Todayss add $CPX.TO Increased my share count by more than 5%. After so many decades of stagnant electricity consumption in NA we are seeing some growth coming back"
X Link 2026-01-16T21:17Z [---] followers, [----] engagements
"Sold my $NPI.TO for 15% profit. Easy money made here"
X Link 2026-01-15T19:33Z [---] followers, [----] engagements
"$BEP.UN; Brookfield using an ATM to issue BEPC shares to buy back BEP shares and narrow the gap between the price and yield of the two. Positive for BEP; negative for BEPC https://ca.finance.yahoo.com/news/brookfield-renewable-announces-market-equity-010400612.html https://ca.finance.yahoo.com/news/brookfield-renewable-announces-market-equity-010400612.html"
X Link 2026-01-13T18:50Z [---] followers, [---] engagements
"Todays add: $BEP.UN (5.4% growing distribution; great hydro and nuclear assets)"
X Link 2026-01-08T21:32Z [---] followers, [---] engagements
"Portfolio reshuffling day Sold my $PZA.TO; 18% profit + dividends with proceeds reinvested in $BCE.TO (find it less risky at the moment) Also added to $BIP.UN $CNQ.TO $ARX.TO (20%+) and $Tou.To"
X Link 2026-01-07T21:15Z [---] followers, [---] engagements
"Good for $BCE.TO $T.TO and the sector in general if sustained"
X Link 2026-01-07T08:50Z [---] followers, [---] engagements
"Todays adds: $TOU.TO (below [--] is my buy zone) $KEY.TO and $CPX.TO (potential VZ oil production increase has nothing to do with these companies)"
X Link 2026-01-05T19:54Z [---] followers, [----] engagements
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/creator/twitter::rouzi_mrouz