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# ![@tsxman Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::47828050.png) @tsxman Chris in Canada 🍁

Chris in Canada 🍁 posts on X about $cold, $line, stocks, over the the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::47828050/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47828050/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -X%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::47828050/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47828050/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XX%
- X Months XXX -XXXX%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::47828050/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47828050/c:line/m:followers.svg)

- X Week XXXXXX +0.18%
- X Month XXXXXX +0.80%
- X Months XXXXXX +3.70%
- X Year XXXXXX +7%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::47828050/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::47828050/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::47828050/influence)
---

**Social category influence**
[countries](/list/countries)  XXXXX% [finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$cold](/topic/$cold) #17, [$line](/topic/$line) #4, [stocks](/topic/stocks) 2.15%, [over the](/topic/over-the) 1.72%, [reit](/topic/reit) #69, [$acdc](/topic/$acdc) 1.29%, [$mrcto](/topic/$mrcto) #1, [$mrtun](/topic/$mrtun) #1, [money](/topic/money) 1.29%, [china](/topic/china) XXXX%

**Top accounts mentioned or mentioned by**
[@teddygambino](/creator/undefined) [@umbrielcap](/creator/undefined) [@sportellosprea1](/creator/undefined) [@alphafortuna10](/creator/undefined) [@bubleqe](/creator/undefined) [@nh4y9hh7r7](/creator/undefined) [@robertclayson3](/creator/undefined) [@pjreddy](/creator/undefined) [@recoverytrade](/creator/undefined) [@trendbullish](/creator/undefined) [@bb19043](/creator/undefined) [@trend_bullish](/creator/undefined) [@parrafincontrol](/creator/undefined) [@inthemoneypod](/creator/undefined) [@thebenschmark](/creator/undefined) [@bdepardell](/creator/undefined) [@sa_vaninvestor](/creator/undefined) [@fuzzybe02910905](/creator/undefined) [@agentsteviep](/creator/undefined) [@goforgrubes2](/creator/undefined)

**Top assets mentioned**
[Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Lineage, Inc. Common Stock (LINE)](/topic/$line) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [SL Green Realty Corp. (SLG)](/topic/$slg) [Spotify Technology (SPOT)](/topic/$spot) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [Healthpeak (DOC)](/topic/$doc)
### Top Social Posts [#](/creator/twitter::47828050/posts)
---
Top posts by engagements in the last XX hours

"$ACDC Chairman Matt Wilks buying shares today"  
[X Link](https://x.com/tsxman/status/1965526050680742098) [@tsxman](/creator/x/tsxman) 2025-09-09T21:21Z 10.7K followers, 1346 engagements


"Interesting update from $MRC.TO $MRT.UN. "Historic" demand for their debenture which was unsecured and issued only at 5%. I remember the seasoned experts a couple years back proclaiming the end of #CRE when Morguard issued a XXX% debenture with insiders buying it heavily"  
[X Link](https://x.com/tsxman/status/1978203515269882159) [@tsxman](/creator/x/tsxman) 2025-10-14T20:57Z 10.7K followers, 3500 engagements


"Are US cold space #REITs going to zero By my record Americold $COLD $LINE trading at the lowest valuation in its public history. Smart money funds are buying it and they just raised their dividend. Never researched the space closely much but on my to do list this week"  
[X Link](https://x.com/tsxman/status/1960396472505008404) [@tsxman](/creator/x/tsxman) 2025-08-26T17:38Z 10.7K followers, 12.5K engagements


"@LeoNelissen $COLD added to Morningstar's Equity Best Idea List for October"  
[X Link](https://x.com/tsxman/status/1975128231025287426) [@tsxman](/creator/x/tsxman) 2025-10-06T09:17Z 10.7K followers, 9704 engagements


"@inthemoneypod One of the interesting points on the $HR.UN question on the @inthemoneypod interview was when he says Blackstone doesn't make unsolicitated offer - new to me. So that means someone reached out from H&R to Blackstone if the rumors are true"  
[X Link](https://x.com/tsxman/status/1970500127292039607) [@tsxman](/creator/x/tsxman) 2025-09-23T14:46Z 10.7K followers, 1020 engagements


"@WSB_redditor @TeddyGambino I think you will make more money playing the US OFS names when the pendulum tilts they will go up way more then the US E&P names"  
[X Link](https://x.com/tsxman/status/1978084840432914860) [@tsxman](/creator/x/tsxman) 2025-10-14T13:05Z 10.7K followers, XXX engagements


"$COLD storage expected to grow in a straight $LINE going forward over the coming years in the US and elsewhere. Short-term hit to business seems at least partially in part to Trump's tariffs as it reduced imports/exports from customers who retaliated plus added uncertainity. Should a trade deal with China play out it should help US agriculture which hypothetically should bolster cold storage demand if exports pick up"  
[X Link](https://x.com/tsxman/status/1970254548406067331) [@tsxman](/creator/x/tsxman) 2025-09-22T22:31Z 10.7K followers, 1408 engagements


"Can we see a 1-handle bond yield in Canada USTs rates dropping hard may give the BoC cover to do what is necessary. Should be a tailwind for Canadian and American dividend stocks"  
[X Link](https://x.com/tsxman/status/1978867167564038180) [@tsxman](/creator/x/tsxman) 2025-10-16T16:54Z 10.7K followers, 1271 engagements


"@JamesJstuartb @JamieHeard5 $TOU.TO is a solid company and I added it recently on the pullback but this investment theme has nothing to do with it in my view. US LNG presents opportunity w/ incremental near-term growth plus high declines as shale likely rollsover hard. Great from an OFS angle"  
[X Link](https://x.com/tsxman/status/1964450590135812538) [@tsxman](/creator/x/tsxman) 2025-09-06T22:08Z 10.7K followers, XXX engagements


"@RecoveryTrade New slide from $COLD today that claims an XX% North American marketshare. $LINE is at 33%"  
[X Link](https://x.com/tsxman/status/1965186652747563115) [@tsxman](/creator/x/tsxman) 2025-09-08T22:53Z 10.7K followers, XXX engagements


"American agriculture has been cannon fodder in Trump's trade war as AG has faced retaliation. Seems unlikely to last as he makes a deal possibly w/ China in weeks to come. I think $COLD $LINE can benefit in cold storage as sector occupancy hit by tariffs"  
[X Link](https://x.com/tsxman/status/1973908370848690446) [@tsxman](/creator/x/tsxman) 2025-10-03T00:30Z 10.7K followers, 2626 engagements


"@SA_VanInvestor Bought some US REITs today: $MAA & $SLG. Reduced some Canadian exposure. Love buying US names at 52-week lows amidst falling bond yields and near-term Fed rate cuts. Think they could see rotational inflows"  
[X Link](https://x.com/tsxman/status/1978948480300171468) [@tsxman](/creator/x/tsxman) 2025-10-16T22:17Z 10.7K followers, XX engagements


"$COLD biggest volume day since 2020 Covid levels as bagholders capitulate off JPM's downgrade which dropped 2026/27 FFO expectations modestly. JPM & other banks have promoted the cold storage sector for years only to go bearish at or near bottom after a massive decline. Bottom"  
[X Link](https://x.com/tsxman/status/1970590877589340517) [@tsxman](/creator/x/tsxman) 2025-09-23T20:47Z 10.7K followers, 1365 engagements


"Great interview. Thanks for taking my question @inthemoneypod. $HR.UN $COLD $MEQ $AP.UN $DIR.UN $AX.UN $CSH.UN $D.UN names talked about"  
[X Link](https://x.com/tsxman/status/1970477442142974084) [@tsxman](/creator/x/tsxman) 2025-09-23T13:16Z 10.7K followers, 4791 engagements


"@xLanceBryantx Would love to see an epic bond rally for obvious reasons. Have done well until now despite bonds still being in the doghouse but it will make investing life so much easier if bond yields would tumble. I don't care what happens to the $SPY $QQQ and have very little correlation"  
[X Link](https://x.com/tsxman/status/1977119303213392207) [@tsxman](/creator/x/tsxman) 2025-10-11T21:09Z 10.7K followers, XXX engagements


"@TheBenSchmark When two companies control over half the NAM market share and have dim prospects have to wonder how small privates without any scale in a very scaleable industry would be holding out"  
[X Link](https://x.com/tsxman/status/1972699742221009271) [@tsxman](/creator/x/tsxman) 2025-09-29T16:27Z 10.7K followers, XXX engagements


"@JonLitt Are you still long $COLD Insiders aren't buying the dip. Probably the worst in class ownership profile in space. Highly unusual to see a REIT trading so poorly with such pitiful insider ownership. Took a position in past couple weeks would love to see it a target of activism"  
[X Link](https://x.com/tsxman/status/1968689489443701209) [@tsxman](/creator/x/tsxman) 2025-09-18T14:52Z 10.7K followers, XXX engagements


""Americold trades at less than 9.0x AFFO as it has a worse growth outlook.Using a 15x multiple here theres room to return nearly XXX% over the next few years including its dividends. " $COLD $LINE @LeoNelissen"  
[X Link](https://x.com/tsxman/status/1974906050311762211) [@tsxman](/creator/x/tsxman) 2025-10-05T18:34Z 10.7K followers, 5209 engagements


"$PMZ.UN REIT out with a $XXX million acquisition of a Montral "suburb" shopping mall. Makes me realize why George Armoyan has been pounding the table of long-time laggards $MRC.TO & $MRT.UN which have comparable properties and trades at small fractions of implied value of late"  
[X Link](https://x.com/tsxman/status/1975313559912632655) [@tsxman](/creator/x/tsxman) 2025-10-06T21:33Z 10.7K followers, 2356 engagements


"Sounds like Trump admin is going to make a giant agriculture trade deal with China. Have been adding US $COLD storage as I believe lack of exports due to Chinese tariff retaliation has hurt the space. Other food stocks also in the gutter. Seems like a good theme for 2026"  
[X Link](https://x.com/tsxman/status/1976354451524125042) [@tsxman](/creator/x/tsxman) 2025-10-09T18:29Z 10.7K followers, 2048 engagements


"@TeddyGambino Feels like we read this quote every release going back the past couple years. lol. All I am sure about is the next uptrend is going to be like the one coming out of the 2020 shenanigans when it comes to pricing power"  
[X Link](https://x.com/tsxman/status/1978949140131279009) [@tsxman](/creator/x/tsxman) 2025-10-16T22:20Z 10.7K followers, XXX engagements


"Love to see the Haynesville #natgas LNG-weighted ramp up. Part of my $ACDC thesis which has dominant market positioning in both completion fleets and sand. Excerpt below from Q2 conference call"  
[X Link](https://x.com/tsxman/status/1968683571469562052) [@tsxman](/creator/x/tsxman) 2025-09-18T14:28Z 10.7K followers, 4757 engagements


"How long can they keep service rates in the dog house. Frac equipment doesn't last many years and current rates below re-build costs. The price of production potentially much higher then where it is now. Shale decline rates never sleep & short cycle prod at ATHs. $OIH #OOTT"  
[X Link](https://x.com/tsxman/status/1960851591294280168) [@tsxman](/creator/x/tsxman) 2025-08-27T23:47Z 10.7K followers, 3485 engagements


"Looking back to last years' post Vision Capital's short on $AX.UN and $AP.UN has been nothing short of a bloodbath. Their #2 long $COLD was one of the worst performers on the market. Personally added #Americold in past week. Tough to be a long-short expert"  
[X Link](https://x.com/tsxman/status/1964322005680816278) [@tsxman](/creator/x/tsxman) 2025-09-06T13:37Z 10.7K followers, 8810 engagements


"$MRC.TO $MRT.UN the smart money continues to add. George Armoyan picked up over $265k worth today around $1mm so far in October & $14mm YTD. I took an XX% position in MRT/MRC over the past month. Great (and tightly held illiquid) names to hold admist market uncertainity w/ potential catalyst if George can wake up sleepy Sahi clan and force them to correct the embarassing disconnect to fundamental value. So many levers Morguard can pull. Question is will they"  
[X Link](https://x.com/tsxman/status/1976769745207636439) [@tsxman](/creator/x/tsxman) 2025-10-10T22:00Z 10.7K followers, 1287 engagements


"@JamesJstuartb Think it more bullish Waha especially as Permian gas ends up into the LNG system and NYMEX prices rise. Near term AECO bull case seems to rest on LNG Canada taking production away if they ever get it going properly"  
[X Link](https://x.com/tsxman/status/1964419318768099838) [@tsxman](/creator/x/tsxman) 2025-09-06T20:03Z 10.7K followers, XXX engagements


"@cubedpermian US OFS stocks still hated and has torque to rising NYMEX/LNG theme not just oil which should be going up in 2026. I think they can have a great year next year. $ACDC $PUMP to name a couple"  
[X Link](https://x.com/tsxman/status/1975577509799547271) [@tsxman](/creator/x/tsxman) 2025-10-07T15:02Z 10.7K followers, XXX engagements


"$LINE amongst the most rate sensitive names for the #REIT space that will benefit off Fed rate cuts due to a large amount of SOFR-linked debt. Added it last week along with $COLD. Both names trading well below current private market trends. More tax loss selling seems possible"  
[X Link](https://x.com/tsxman/status/1965480731796558237) [@tsxman](/creator/x/tsxman) 2025-09-09T18:21Z 10.7K followers, 4394 engagements


"$TCW.TO results look solid with YoY improvements in all categories before the Iron Horse acquisition despite the macro uncertainties and horrific domestic natural gas prices. High quality Canadian #OFS still look very solid with multiple years of pretty clear running room"  
[X Link](https://x.com/tsxman/status/1950334536677486954) [@tsxman](/creator/x/tsxman) 2025-07-29T23:16Z 10.7K followers, 3341 engagements


"$DOC upgraded by the Raymond James today. An S&P XXX #REIT it is one of the largest underweight positions amongst investors in the space with a dividend of 6.1%. Could see rising interest with healthcare or RE themes a mix of patient outcare hospitals seniors & life science"  
[X Link](https://x.com/tsxman/status/1968027080920371268) [@tsxman](/creator/x/tsxman) 2025-09-16T18:59Z 10.7K followers, 1468 engagements


"$TOU.TO at nearly a three year low. Mike Rose has $XXX million reasons to make Canadian has prices great again. Cant imagine Nymex or AECO going lower from here. Sentiment in tatters as LNG Canada faced technical delays. XX% unhedged AECO/Stn X for 2026 presents risk & opportunity"  
[X Link](https://x.com/tsxman/status/1959152504945430577) [@tsxman](/creator/x/tsxman) 2025-08-23T07:15Z 10.7K followers, 17.3K engagements


"In short-order it seems DJT is going to make bond yields come down. Should benefit his real estate interests and relieve debt costs for the US government. Oil will bite them in the medium term. If prices stay low over the coming months I think it benefits NYMEX prices the most"  
[X Link](https://x.com/tsxman/status/1977118002106736973) [@tsxman](/creator/x/tsxman) 2025-10-11T21:03Z 10.7K followers, 7707 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@tsxman Avatar @tsxman Chris in Canada 🍁

Chris in Canada 🍁 posts on X about $cold, $line, stocks, over the the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX -X%
  • X Months XXXXXXX -XXXX%
  • X Year XXXXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XX -XX%
  • X Months XXX -XXXX%
  • X Year XXX -XX%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.18%
  • X Month XXXXXX +0.80%
  • X Months XXXXXX +3.70%
  • X Year XXXXXX +7%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence countries XXXXX% finance XXXX% stocks XXXX% technology brands XXXX% cryptocurrencies XXXX%

Social topic influence $cold #17, $line #4, stocks 2.15%, over the 1.72%, reit #69, $acdc 1.29%, $mrcto #1, $mrtun #1, money 1.29%, china XXXX%

Top accounts mentioned or mentioned by @teddygambino @umbrielcap @sportellosprea1 @alphafortuna10 @bubleqe @nh4y9hh7r7 @robertclayson3 @pjreddy @recoverytrade @trendbullish @bb19043 @trend_bullish @parrafincontrol @inthemoneypod @thebenschmark @bdepardell @sa_vaninvestor @fuzzybe02910905 @agentsteviep @goforgrubes2

Top assets mentioned Americold Realty Trust, Inc. (COLD) Lineage, Inc. Common Stock (LINE) Mid-America Apartment Communities Inc (MAA) SL Green Realty Corp. (SLG) Spotify Technology (SPOT) SPDR S&P XXX ETF Trust (SPY) PumpBTC (Governance token) (PUMP) Healthpeak (DOC)

Top Social Posts #


Top posts by engagements in the last XX hours

"$ACDC Chairman Matt Wilks buying shares today"
X Link @tsxman 2025-09-09T21:21Z 10.7K followers, 1346 engagements

"Interesting update from $MRC.TO $MRT.UN. "Historic" demand for their debenture which was unsecured and issued only at 5%. I remember the seasoned experts a couple years back proclaiming the end of #CRE when Morguard issued a XXX% debenture with insiders buying it heavily"
X Link @tsxman 2025-10-14T20:57Z 10.7K followers, 3500 engagements

"Are US cold space #REITs going to zero By my record Americold $COLD $LINE trading at the lowest valuation in its public history. Smart money funds are buying it and they just raised their dividend. Never researched the space closely much but on my to do list this week"
X Link @tsxman 2025-08-26T17:38Z 10.7K followers, 12.5K engagements

"@LeoNelissen $COLD added to Morningstar's Equity Best Idea List for October"
X Link @tsxman 2025-10-06T09:17Z 10.7K followers, 9704 engagements

"@inthemoneypod One of the interesting points on the $HR.UN question on the @inthemoneypod interview was when he says Blackstone doesn't make unsolicitated offer - new to me. So that means someone reached out from H&R to Blackstone if the rumors are true"
X Link @tsxman 2025-09-23T14:46Z 10.7K followers, 1020 engagements

"@WSB_redditor @TeddyGambino I think you will make more money playing the US OFS names when the pendulum tilts they will go up way more then the US E&P names"
X Link @tsxman 2025-10-14T13:05Z 10.7K followers, XXX engagements

"$COLD storage expected to grow in a straight $LINE going forward over the coming years in the US and elsewhere. Short-term hit to business seems at least partially in part to Trump's tariffs as it reduced imports/exports from customers who retaliated plus added uncertainity. Should a trade deal with China play out it should help US agriculture which hypothetically should bolster cold storage demand if exports pick up"
X Link @tsxman 2025-09-22T22:31Z 10.7K followers, 1408 engagements

"Can we see a 1-handle bond yield in Canada USTs rates dropping hard may give the BoC cover to do what is necessary. Should be a tailwind for Canadian and American dividend stocks"
X Link @tsxman 2025-10-16T16:54Z 10.7K followers, 1271 engagements

"@JamesJstuartb @JamieHeard5 $TOU.TO is a solid company and I added it recently on the pullback but this investment theme has nothing to do with it in my view. US LNG presents opportunity w/ incremental near-term growth plus high declines as shale likely rollsover hard. Great from an OFS angle"
X Link @tsxman 2025-09-06T22:08Z 10.7K followers, XXX engagements

"@RecoveryTrade New slide from $COLD today that claims an XX% North American marketshare. $LINE is at 33%"
X Link @tsxman 2025-09-08T22:53Z 10.7K followers, XXX engagements

"American agriculture has been cannon fodder in Trump's trade war as AG has faced retaliation. Seems unlikely to last as he makes a deal possibly w/ China in weeks to come. I think $COLD $LINE can benefit in cold storage as sector occupancy hit by tariffs"
X Link @tsxman 2025-10-03T00:30Z 10.7K followers, 2626 engagements

"@SA_VanInvestor Bought some US REITs today: $MAA & $SLG. Reduced some Canadian exposure. Love buying US names at 52-week lows amidst falling bond yields and near-term Fed rate cuts. Think they could see rotational inflows"
X Link @tsxman 2025-10-16T22:17Z 10.7K followers, XX engagements

"$COLD biggest volume day since 2020 Covid levels as bagholders capitulate off JPM's downgrade which dropped 2026/27 FFO expectations modestly. JPM & other banks have promoted the cold storage sector for years only to go bearish at or near bottom after a massive decline. Bottom"
X Link @tsxman 2025-09-23T20:47Z 10.7K followers, 1365 engagements

"Great interview. Thanks for taking my question @inthemoneypod. $HR.UN $COLD $MEQ $AP.UN $DIR.UN $AX.UN $CSH.UN $D.UN names talked about"
X Link @tsxman 2025-09-23T13:16Z 10.7K followers, 4791 engagements

"@xLanceBryantx Would love to see an epic bond rally for obvious reasons. Have done well until now despite bonds still being in the doghouse but it will make investing life so much easier if bond yields would tumble. I don't care what happens to the $SPY $QQQ and have very little correlation"
X Link @tsxman 2025-10-11T21:09Z 10.7K followers, XXX engagements

"@TheBenSchmark When two companies control over half the NAM market share and have dim prospects have to wonder how small privates without any scale in a very scaleable industry would be holding out"
X Link @tsxman 2025-09-29T16:27Z 10.7K followers, XXX engagements

"@JonLitt Are you still long $COLD Insiders aren't buying the dip. Probably the worst in class ownership profile in space. Highly unusual to see a REIT trading so poorly with such pitiful insider ownership. Took a position in past couple weeks would love to see it a target of activism"
X Link @tsxman 2025-09-18T14:52Z 10.7K followers, XXX engagements

""Americold trades at less than 9.0x AFFO as it has a worse growth outlook.Using a 15x multiple here theres room to return nearly XXX% over the next few years including its dividends. " $COLD $LINE @LeoNelissen"
X Link @tsxman 2025-10-05T18:34Z 10.7K followers, 5209 engagements

"$PMZ.UN REIT out with a $XXX million acquisition of a Montral "suburb" shopping mall. Makes me realize why George Armoyan has been pounding the table of long-time laggards $MRC.TO & $MRT.UN which have comparable properties and trades at small fractions of implied value of late"
X Link @tsxman 2025-10-06T21:33Z 10.7K followers, 2356 engagements

"Sounds like Trump admin is going to make a giant agriculture trade deal with China. Have been adding US $COLD storage as I believe lack of exports due to Chinese tariff retaliation has hurt the space. Other food stocks also in the gutter. Seems like a good theme for 2026"
X Link @tsxman 2025-10-09T18:29Z 10.7K followers, 2048 engagements

"@TeddyGambino Feels like we read this quote every release going back the past couple years. lol. All I am sure about is the next uptrend is going to be like the one coming out of the 2020 shenanigans when it comes to pricing power"
X Link @tsxman 2025-10-16T22:20Z 10.7K followers, XXX engagements

"Love to see the Haynesville #natgas LNG-weighted ramp up. Part of my $ACDC thesis which has dominant market positioning in both completion fleets and sand. Excerpt below from Q2 conference call"
X Link @tsxman 2025-09-18T14:28Z 10.7K followers, 4757 engagements

"How long can they keep service rates in the dog house. Frac equipment doesn't last many years and current rates below re-build costs. The price of production potentially much higher then where it is now. Shale decline rates never sleep & short cycle prod at ATHs. $OIH #OOTT"
X Link @tsxman 2025-08-27T23:47Z 10.7K followers, 3485 engagements

"Looking back to last years' post Vision Capital's short on $AX.UN and $AP.UN has been nothing short of a bloodbath. Their #2 long $COLD was one of the worst performers on the market. Personally added #Americold in past week. Tough to be a long-short expert"
X Link @tsxman 2025-09-06T13:37Z 10.7K followers, 8810 engagements

"$MRC.TO $MRT.UN the smart money continues to add. George Armoyan picked up over $265k worth today around $1mm so far in October & $14mm YTD. I took an XX% position in MRT/MRC over the past month. Great (and tightly held illiquid) names to hold admist market uncertainity w/ potential catalyst if George can wake up sleepy Sahi clan and force them to correct the embarassing disconnect to fundamental value. So many levers Morguard can pull. Question is will they"
X Link @tsxman 2025-10-10T22:00Z 10.7K followers, 1287 engagements

"@JamesJstuartb Think it more bullish Waha especially as Permian gas ends up into the LNG system and NYMEX prices rise. Near term AECO bull case seems to rest on LNG Canada taking production away if they ever get it going properly"
X Link @tsxman 2025-09-06T20:03Z 10.7K followers, XXX engagements

"@cubedpermian US OFS stocks still hated and has torque to rising NYMEX/LNG theme not just oil which should be going up in 2026. I think they can have a great year next year. $ACDC $PUMP to name a couple"
X Link @tsxman 2025-10-07T15:02Z 10.7K followers, XXX engagements

"$LINE amongst the most rate sensitive names for the #REIT space that will benefit off Fed rate cuts due to a large amount of SOFR-linked debt. Added it last week along with $COLD. Both names trading well below current private market trends. More tax loss selling seems possible"
X Link @tsxman 2025-09-09T18:21Z 10.7K followers, 4394 engagements

"$TCW.TO results look solid with YoY improvements in all categories before the Iron Horse acquisition despite the macro uncertainties and horrific domestic natural gas prices. High quality Canadian #OFS still look very solid with multiple years of pretty clear running room"
X Link @tsxman 2025-07-29T23:16Z 10.7K followers, 3341 engagements

"$DOC upgraded by the Raymond James today. An S&P XXX #REIT it is one of the largest underweight positions amongst investors in the space with a dividend of 6.1%. Could see rising interest with healthcare or RE themes a mix of patient outcare hospitals seniors & life science"
X Link @tsxman 2025-09-16T18:59Z 10.7K followers, 1468 engagements

"$TOU.TO at nearly a three year low. Mike Rose has $XXX million reasons to make Canadian has prices great again. Cant imagine Nymex or AECO going lower from here. Sentiment in tatters as LNG Canada faced technical delays. XX% unhedged AECO/Stn X for 2026 presents risk & opportunity"
X Link @tsxman 2025-08-23T07:15Z 10.7K followers, 17.3K engagements

"In short-order it seems DJT is going to make bond yields come down. Should benefit his real estate interests and relieve debt costs for the US government. Oil will bite them in the medium term. If prices stay low over the coming months I think it benefits NYMEX prices the most"
X Link @tsxman 2025-10-11T21:03Z 10.7K followers, 7707 engagements

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