[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.] [@NewcomerInvest](/creator/twitter/NewcomerInvest) "How did Alibaba do in its 2025 Fiscal Year $BABA 🟠 REVENUES: XXX BILLION US dollars 6%. Firstly lets take a minute to appreciate how large this business is. Over $100B in revenues places Alibaba in an exclusive club; they bring in more $$$ than iconic global businesses like Salesforce McDonalds Bank of America Taiwan Semiconductors etc. 🟠 ADJUSTED EBITDA: $XXXX BILLION X% Adj EBITDA is widely considered a very questionable metric but I think its worth sharing here considering that Alibaba much like Brookfield and other conglomerates has a lot of items going on that may affect their earnings"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1924483995309326423) 2025-05-19 15:15:14 UTC 7097 followers, 2203 engagements "@SANDY_BAYLEY i cant tell if you are being sarcastic"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1947686401308561852) 2025-07-22 15:53:18 UTC 7097 followers, XX engagements "$BN $BEP $GOOG If you listened closely Connor Teskey (BEP CEO) hinted months agonthat something like this was brewing 😄"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945132464499728587) 2025-07-15 14:44:53 UTC 7097 followers, 8769 engagements "Full breakdown of my annual dividend income My X biggest holdings generate almost half of my entire dividend income. Confident in them but Im slowly working to reduce this over-concentration $BNS $POW $REI $AQN $QSR $MFC $TD $BEP $SRU $GWO $CNR $BAM $BIP $VFV $SBUX $ARE $EQB"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1549533953064845313) 2022-07-19 23:17:38 UTC 7093 followers, XX engagements "Northland Power $NPI - was written off by many investors last year as the hype over the renewable energy sector died down. Think weve seen the worst of this and renewables are poised to recover. $NPI has been a winner YTD thanks to its stellar execution: The Oneida Battery Storage project (pictured) came early and under-budget; is among the worlds X biggest battery storage projects; and more than doubles Ontarios current energy storage capacity from XXX MW to XXX MW. This is the infrastructure of the future and will generate revenues for decades"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1944443438222496228) 2025-07-13 17:06:56 UTC 7094 followers, XXX engagements "According to sources: X of the X final bidders for XX% of Telus towers is Brookfield Infrastructure Brookfield is already a huge investor in telco tower networks and owns a whopping 250000 of them in India. For perspective Telus has a 3000 tower network in Canada. $T.TO $BN $BIP $BAM"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945681402990940464) 2025-07-17 03:06:10 UTC 7099 followers, 2447 engagements "$EQB Earnings from last week Adjusted ROE - XXXX% Adjusted diluted EPS -$2.31 -XX% y/y -XX% q/q BVPS -$80.99 +10% y/y +2% q/q Revenue -$316.0 million -XXX% y/y -X% q/q EQ Bankcustomers - +23% y/y +4% q/q to 560000 Dividend declared -$0.53 per share +4% q/q +18% y/y Earnings are down mainly due to increased provisions for credit losses. Mgmt struck an optimistic tone and are confident in their ability to continue generating their 15%+ ROE target over the medium term. We expect Q3 and beyond to show better performance even as economic uncertainty may continue to drive credit provisions"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1929509219809595468) 2025-06-02 12:03:41 UTC 7098 followers, 1636 engagements "@DrunkDividends I listened to the earnings - they managed to do more with less. Nice productivity increases. Overall revenues are down (due to trade uncertainty) but they still managed to grow earnings and they continue to forecast growth vs 2024 albeit slower than planned"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1947808175626813527) 2025-07-22 23:57:12 UTC 7093 followers, XXX engagements "Also - wow. Shots fired. $ATD publicly released a letter they sent to the 7&I Board. Its worth reading in full:"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945623885413527971) 2025-07-16 23:17:36 UTC 7094 followers, 1909 engagements "Canadian National Railway $CNR / $CNI reported earnings This is my 3rd largest holding ( XXX% of portfolio). How did they do Time for a recap 🧵"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1782974022650679650) 2024-04-24 03:25:07 UTC 7093 followers, 23.8K engagements "My $KITS used to be much smaller but the stock appreciated over XXX% in the last X years so its ballooned within the portfolio. And thats even including selling some of my position I have deployed more capital into $EQB in total but stock has not performed the same way. Havent ever sold any shares either"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1937609433317613766) 2025-06-24 20:31:02 UTC 7097 followers, XXX engagements "JULY X $XEQT - BUY (ADD TO POSITION) $35.80"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1942274283910185344) 2025-07-07 17:27:29 UTC 7097 followers, 1265 engagements "Abaxx Technologies $ABXX - high-risk high-reward. Reinventing market infrastructure via their Singapore-based Abaxx Exchange; currently focused on growing this exchange onboarding new customers and releasing new products across various commodities including LNG Gold nickel sulphate and more. Founder-led with lots of skin in the game and a clear vision. This is a very exciting one with (imo) significant potential upside as they scale their products"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1944452903047237861) 2025-07-13 17:44:32 UTC 7097 followers, 2047 engagements "@Ashton_1nvests For XX years i am comfortable with $BN $FNV $FFH $ATD $EQB"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1943276103763923091) 2025-07-10 11:48:22 UTC 7097 followers, XXX engagements "@wingreat250 @mply_cap Whatever benefits $BAM $BEP $BIP $BBU or any other Brookfield entity will benefit $BN"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945303974556418402) 2025-07-16 02:06:24 UTC 7097 followers, XXX engagements "I have now digested the Brookfield Corporation Q2 2024 results. $BN is my largest holding. Here are some key takeaways 🧵 👇🏽 $BN $BAM $BEP $BIP $BBU $BNRE"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1822025549797339277) 2024-08-09 21:41:57 UTC 7099 followers, 112.4K engagements "For anyone wondering what is $ABXX - this is an excellent read with a clear explanation of the thesis one of my only two small cap holdings"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1874533170323878315) 2025-01-01 19:08:29 UTC 7097 followers, 1953 engagements "Algonquin Power $AQN is undergoing a transition towards a pure-play utility company. Their recently-appointed new CEO Rod West brings 25+ years of leadership experience overseeing electric and natural gas distribution customer service operations and engagement with federal state and local regulators. He unveiled a multi-year plan which was very well received by investors. $AQN is a turnaround play. Im cautiously optimistic"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1944444572412551679) 2025-07-13 17:11:26 UTC 7094 followers, XXX engagements "Many people are now finding out about Strathcona Resources $SCR an incredible Canadian business Fun fact: if you are a Fairfax investor you already enjoy some indirect ownership in Strathcona $FFH"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1928851449082962143) 2025-05-31 16:29:56 UTC 7097 followers, 12.9K engagements "Ive held Brookfield Corp $BN for nearly 2500 days Total return compounded at XX% annually in that time period Outstanding business. ❤"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945629160564822066) 2025-07-16 23:38:34 UTC 7100 followers, 14.3K engagements "June XX Portfolio Update YTD weighted XXXX% YTD avg XXXX% Top performers YTD are $KITS (+59.91%) $FNV (+38.45%) $BABA (+33%). Good performance also from my Utilities & Renewables $AQN (+27%) & $NPI (+25%) Top losers YTD are $TDOC (-24%) $ENGH (-14%) and $ATD (-8%)"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1934415570042343461) 2025-06-16 00:59:46 UTC 7096 followers, 5149 engagements "Over half of the portfolio is now in just X businesses: Brookfield ecosystem $BN $BAM $BEP Kits Eyecare $KITS Fairfax $FFH Couche-Tard $ATD Franco Nevada $FNV"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946039097505550720) 2025-07-18 02:47:31 UTC 7100 followers, 5217 engagements "JUNE X $DRM.TO - SELL (EXIT POSITION) $XXXXX $ENGH - BUY (ADD TO POSITION) $XXXXX Made a XX% gain on my very short-lived position in Dream Unlimited - pity I didnt have a larger position Reinvested all of it into Enghouse. Will continue holding on to my core positions for the long term but will also make occasional trades like this if the opportunity is warranted. In the case of Enghouse I seriously doubt it will stay at the $23-$24 level for long so this also presents a trade opportunity here"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1932082340139843809) 2025-06-09 14:28:20 UTC 7102 followers, 2006 engagements "NEW POSITION: Fairfax Financial $FFH Even with the incredible run-up in the stock price - this appears to be a GREAT business that is also CHEAP Excellent management focused on long-term compounding ♥ Now X% of my portfolio 12th largest holding"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1829516632919790004) 2024-08-30 13:48:50 UTC 7094 followers, 21.8K engagements "Another bright spot is the continued growth of their personal bank EQ Bank. Their customer base grew by almost a quarter in just X year Every incremental customer is more profitable than an incremental customer for the Big X banks because EQs network is branchless"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1929516280840679506) 2025-06-02 12:31:44 UTC 7102 followers, XXX engagements "Desjardins initiated coverage on $KITS today with a $XX price target (44% higher than current price). They called out KITS trifecta of growth profitability and balance sheet strength. Cool to see more and more people catching on"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948198646866186429) 2025-07-24 01:48:47 UTC 7100 followers, 2323 engagements "We must keep a clear head and stick to our convictions - unless thesis changes Here are beaten-up stocks that I am holding on to despite the fear in order of conviction (highest to lowest) $META $BABA $ABXX & $BCBN $TDOC $KITS $FANS What hated stocks are you holding on to"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1582074917066985472) 2022-10-17 18:23:48 UTC 7094 followers, XX engagements "UPDATE: All of it deployed into Alimentation Couche-Tard @ $XXXXX. X years down the line I think this will turn out pretty well 😊 $ATD"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1925217183551889700) 2025-05-21 15:48:40 UTC 7094 followers, 3617 engagements "In 2025 as I did in 2024 I will continue to share my buy and sale prices Starting with our first trade of the year (Jan X 2025) BOUGHT (ADDED TO POSITION) $EQB $98.10"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1874857435737018741) 2025-01-02 16:37:00 UTC 7098 followers, 17.4K engagements "They have an irreplaceable rail network critical for the North American economy that will outlast any president's unusual policy decisions"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946676247112700052) 2025-07-19 20:59:19 UTC 7091 followers, XXX engagements "@wingreat250 @mply_cap $BAM manages Brookfield assets so will earn mgmt fee from this Its very likely that at least part of the assets in question are at least partially owned by $BEP so they will earn a return there too. $BN owns a portion of both $BAM and $BEP and receives distributions from both"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945303851164189110) 2025-07-16 02:05:54 UTC 7097 followers, XXX engagements "BIG vote of confidence from RBC on two of my top holdings Brookfield Corp $BN Current price: $XXXXX USD Price Target: $XX USD 🤯 Fairfax Financial $FFH $FRFHF Current Price: 1763.26 USD Price Target: $2050 USD 😄 Do you hold these stocks"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1935472874242064554) 2025-06-18 23:01:07 UTC 7095 followers, 9311 engagements "@BubleQe I am seriously considering initiating a position in $SCR"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1943102363075584014) 2025-07-10 00:17:59 UTC 7099 followers, 2715 engagements "$KITS becomes my 2nd largest individual stock position (again) despite a small sale earlier this year"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1942274535845421540) 2025-07-07 17:28:29 UTC 7102 followers, 2259 engagements "@TheWiseIC Started investing in 2019 X years before i heard about $EQB and opened a bank account with them Did not know we could buy stocks through them Do you"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1944607025691812144) 2025-07-14 03:56:58 UTC 7094 followers, XX engagements "What went well 🟢 Despite a challenging external environment they kept the rails going with resilience - their Operating Ratio DECLINED (thats good) to 61.7%. Its improved year-over-year both over X months and X month periods. 🟢 Other operating metrics are UP such as Car Velocity (car miles per day) and Local Service Commitment (the % of trains that completed their Daily Operating Plan). 🟢 Thanks to these efficiencies CN delivered adj earnings per share GROWTH of X% (despite the declining revenues) to $XXXX. The dividend is well covered with a payout ratio below 50%. US trade policy is out"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948162406787780678) 2025-07-23 23:24:47 UTC 7100 followers, XXX engagements "We passed $2400 per share today Fairfax $FFH is up XX% since I initiated a position. Absolutely did NOT expect it to do so well so fast Congratulations to shareholders 🥂"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1934757330245013975) 2025-06-16 23:37:48 UTC 7093 followers, 5481 engagements "@mply_cap im on team Brookfield but got lots of respect for $BX and would add to my portfolio if it comes down to a lower valuation"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946690453136400695) 2025-07-19 21:55:46 UTC 7094 followers, XXX engagements "@YodaStockInvest Yeah it was a really fun experience 😊 i did it with $EQB as well and hoping to do the same for others. Lots of work but very rewarding"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1942429124494000184) 2025-07-08 03:42:46 UTC 7098 followers, XX engagements "Franco Nevada $FNV is perhaps the most invincible stock in my portfolio. No debt; high margins; tons of optionality; hedge against a volatile USD; one of the greatest capital allocators and best in the industry. I was thrilled to buy at multi-year lows its getting more expensive now but i have no plans on selling"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1944450140066238948) 2025-07-13 17:33:34 UTC 7095 followers, 1141 engagements "BREAKING NEWS: Couche-Tard abandons their 7&I takeover attempt. Get ready for the stock to move up tomorrow $ATD"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945622067434463539) 2025-07-16 23:10:23 UTC 7099 followers, 13.2K engagements "Canadian National Railway ( $CNR / $CNI ) reports earnings next week; Theyve had a string of bad luck with earnings declining X years in a row. But their guidance for 2025 is XX to XX% adjusted EPS growth"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946673626087870607) 2025-07-19 20:48:54 UTC 7100 followers, 8641 engagements "Excellent episode from @baystreetamber with Adam Waterous Currently do not own any O&G stock but this could change. Strathcona Resources is at the top of my watchlist $SCR"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1943480464427131005) 2025-07-11 01:20:25 UTC 7099 followers, 4716 engagements "YTD Returns: Weighted: -XXX% 🙄😒 Avg: -X% X best/worst: 🟢 $BABA +37.45% - Chinese big tech 🟢 $KITS +22.42% - Specialty digital retail 🟢 $FNV +22.34% - Gold & precious metals 🔴 $BAM -XXXXX% - Asset mgmt 🔴 $BN -XXXXX% - Asset mgmt 🔴 $DIS -XXXXX% - Entertainment"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1908924390332395597) 2025-04-06 16:46:55 UTC 7102 followers, 2130 engagements "NEWS: Brookfield Renewable $BEP to invest up to $1B in Isagen This will increase their existing stake to up to XX% of the business. Isagen owns largest hydro facility and produces XX% of the countrys annual renewable power output. $BN $BAM Heres a vid on Isagen:"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946385742961291714) 2025-07-19 01:44:57 UTC 7102 followers, 16.8K engagements "JULY XX $QSR (NYSE) BUY - ADD TO POSITION $XXXXX $ATD.TO BUY - ADD TO POSITION $XXXXX Very small adds - just reinvested dividends"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1944835878825631820) 2025-07-14 19:06:21 UTC 7097 followers, XXX engagements "Brookfield Asset Management $BAM X year targets; They are projecting XX% DE per share growth and XX% dividend growth annually This is a high-margin business with minimal debt 💸 The future looks bright"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1941909531123994766) 2025-07-06 17:18:05 UTC 7099 followers, 10.5K engagements "Revenue by segment: Down across (almost) each segment due to a noticeable tariff impact Except for a jump in Grain & Fertilizers/Potash. Canadian grain volume X% American grain volume a whopping XX% 🤯 Diversification across sectors helps to reduce overall volatility across revenues"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948162795167723835) 2025-07-23 23:26:20 UTC 7100 followers, XXX engagements "Sitting on some cash that Im looking to deploy into an existing position. Would boost size by approx 2-3%. Where would you deploy at current prices Top contenders in my mind right now are $ATD and $EQB"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1923759365317595582) 2025-05-17 15:15:49 UTC 7097 followers, 10.4K engagements "@RayZ3366911 $ATD does raise the dividend quite a lot thats for sure Still takes many years to get to a big yield though. Huge difference compared to the yields I had before that i exited ( $BNS $REI.UN $ENB all above 6%)"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946702668547686743) 2025-07-19 22:44:18 UTC 7094 followers, XXX engagements "Canadian National Railway ( $CNR / $CNI ) Q2 Earnings Review:"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948160878962176121) 2025-07-23 23:18:43 UTC 7100 followers, 9534 engagements "Episodes X and X of my new podcast are out now Available on Spotify and will be soon on Youtube Apple and Google 🥳 Have you streamed it yet Available here: Tickers mentioned: $VFV $BN $ENB $SU $HMMJ $WEED $MNMD $BABA $TDOC"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1609951643902136322) 2023-01-02 16:35:58 UTC 7094 followers, XX engagements "Full portfolio now down to XX positions $BN Brookfield continues to lead the way Been eyeing $QSR for a while - added to this one and to $CNR / $CNI $XEQT $VFV $FNV $KITS $EQB $ATD $ABXX $BAN $DIS $GRT.UN"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1886548887667925390) 2025-02-03 22:54:39 UTC 7094 followers, 7028 engagements "The market blessed the world with these no brainer buys over the last couple of years: $BN below $XX (CAD) $FNV below $XXX (CAD) $META below $XXX $NFLX below $XXX Are there any such opportunities right now What do you think"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1862967825859850542) 2024-11-30 21:11:56 UTC 7095 followers, 16.7K engagements "BREAKING NEWS: $KITS launches OpticianAI: OpticianAI is the company's proprietary artificial intelligence platform designed to deliver a seamless and personalized way to shop for vision care. The breakthrough technology represents a major leap forward in combining digital innovation with optical expertise. With OpticianAI KITS delivers the world's most experienced optician yet available anywhere anytime"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948341161787044135) 2025-07-24 11:15:06 UTC 7100 followers, XXX engagements "Theyre also targeting a high single digit EPS CAGR for 2024-2026 which if successfully achieved would bring them back to all time high earnings per share. $CNR $CNI"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946675353583235248) 2025-07-19 20:55:46 UTC 7102 followers, 2087 engagements "As youve outlined - high risk opportunity with no guarantees of success I feel better about it today than i did years ago given that the exchange is live and that is worth is something. + all the other indirect pieces like Base $BCBN Its not one that I have any interest in trading. I just started a position years ago with the mindset that it would result in something big or go to $X. Just waiting and seeing 😄"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1944837700143747480) 2025-07-14 19:13:35 UTC 7099 followers, XXX engagements "too many. Im planning to exit (eventually) my positions in: $GWO $ARE $ZWC $XGRO $VGRO $FIE $XDIV and likely $OTEX - cant wait"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1648848985438781440) 2023-04-20 00:40:06 UTC 7092 followers, 3280 engagements "Portfolio July XX YTD Total Returns: Weighted: +13.10% Avg: +12.74% World Benchmark $XEQT : +8.14% S&P XXX Benchmark $VFV : +2.05% 🟢 WINNERS $KITS +96.09% $NPI +31.01% $FNV +29.90% $AQN +27.76% $BABA +25.86% $FFH +24.41% $ABXX +15.45% $BEP.UN +9.29% $XEQT +8.14% $DIS.TO +6.63% $GRT.UN +5.02% $BN +4.86% $EQB +2.66% $VFV +2.05% $QSR +1.11% $BAM +0.1% 🔴 LOSERS: $CNR -XXXX% $TDOC -XXXX% $ENGH -XXXXX% $ATD -13.67%"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1944419050248954258) 2025-07-13 15:30:01 UTC 7091 followers, 4976 engagements "@CDInewsletter Add in $EQB as well that did XX% not including dividends 😀"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1943321226908221704) 2025-07-10 14:47:40 UTC 7097 followers, XXX engagements "Extremely sad news from $EQB today. My thoughts are with Andrew Moors family friends and all EQ employees 💔 A visionary who changed the landscape of Canadian banking. He will be missed"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1937502619800637629) 2025-06-24 13:26:36 UTC 7096 followers, 3755 engagements "BREAKING NEWS: Chadwick Westlake will join $EQB as their new CEO beginning in August. Chadwick was previously their CFO until very recently. Im thrilled to see him come back to EQ"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1942968291812659208) 2025-07-09 15:25:14 UTC 7099 followers, 1164 engagements "Exactly why Im bullish on $ATD especially now that the 7&I deal is no longer being considered"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945635296562835747) 2025-07-17 00:02:57 UTC 7094 followers, 2525 engagements "What went wrong 🔴 RTMs & Revenues declined by X% year over year to $4272B. If you cant grow your revenues you have limited room to grow your business. No one can cut costs into infinity. 🔴 They lowered their guidance to mid to high single digit adj EPS growth for 2025 (previously: 10-15% adj eps growth guidance). Why Due to: Continued trade uncertainty from the US A strengthening Canadian dollar"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948161952196227170) 2025-07-23 23:22:59 UTC 7100 followers, XXX engagements "Announced today. Multi-bullion dollar buyback is back ☺ $ATD With a strong balance sheet and confidence in our long-term strategy we believe this program represents an efficient way to create long-term shareholder value CFO"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1947352959232225575) 2025-07-21 17:48:20 UTC 7100 followers, 4744 engagements "Brookfield Wealth Solutions (formerly known as Brookfield Reinsurance) will be a huge driver of earnings growth moving forward Great writeup on it by Pershing Square $BN $BNT $BAM"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946743157447610777) 2025-07-20 01:25:12 UTC 7100 followers, 13.7K engagements "Biggest transformation of the portfolio over the last X years is the shift towards companies that pay small or no dividends. $BN $FFH $FNV $ATD are all around or below X% dividend yield. $KITS does not pay a dividend"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946684866084413528) 2025-07-19 21:33:34 UTC 7099 followers, 3031 engagements "@DrunkDividends @CDInewsletter @TheWiseIC @AJButton2 @SettlingNomads @BubleQe Putting $ATD back on you guys radar - tomorrow might look interesting"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945625341927584017) 2025-07-16 23:23:24 UTC 7094 followers, 1052 engagements "UPDATE: Guidance reduced downwards to mid to high single digit EPS growth for 2025 And they suspended their 2024-2026 outlook due to trade uncertainty Q2 revenues down X% vs last year Q2 adj EPS up X% vs last year 🙂 $CNR"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1947778373994037262) 2025-07-22 21:58:46 UTC 7100 followers, 6091 engagements "Why does Brookfield have so many entities Why is it so complicated Bruce Flatt explains it well here. A must-watch if youve been asking yourself these questions: $BN $BAM $BEP $BIP $BBU"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1941195875830858010) 2025-07-04 18:02:17 UTC 7097 followers, 25.9K engagements "Outstanding Congratulations Josh and Abaxx team $ABXX"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1936151004627562818) 2025-06-20 19:55:46 UTC 7094 followers, 2232 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.]
@NewcomerInvest
"How did Alibaba do in its 2025 Fiscal Year $BABA 🟠 REVENUES: XXX BILLION US dollars 6%. Firstly lets take a minute to appreciate how large this business is. Over $100B in revenues places Alibaba in an exclusive club; they bring in more $$$ than iconic global businesses like Salesforce McDonalds Bank of America Taiwan Semiconductors etc. 🟠 ADJUSTED EBITDA: $XXXX BILLION X% Adj EBITDA is widely considered a very questionable metric but I think its worth sharing here considering that Alibaba much like Brookfield and other conglomerates has a lot of items going on that may affect their earnings"
@NewcomerInvest on X 2025-05-19 15:15:14 UTC 7097 followers, 2203 engagements
"@SANDY_BAYLEY i cant tell if you are being sarcastic" @NewcomerInvest on X 2025-07-22 15:53:18 UTC 7097 followers, XX engagements
"$BN $BEP $GOOG If you listened closely Connor Teskey (BEP CEO) hinted months agonthat something like this was brewing 😄" @NewcomerInvest on X 2025-07-15 14:44:53 UTC 7097 followers, 8769 engagements
"Full breakdown of my annual dividend income My X biggest holdings generate almost half of my entire dividend income. Confident in them but Im slowly working to reduce this over-concentration $BNS $POW $REI $AQN $QSR $MFC $TD $BEP $SRU $GWO $CNR $BAM $BIP $VFV $SBUX $ARE $EQB" @NewcomerInvest on X 2022-07-19 23:17:38 UTC 7093 followers, XX engagements
"Northland Power $NPI - was written off by many investors last year as the hype over the renewable energy sector died down. Think weve seen the worst of this and renewables are poised to recover. $NPI has been a winner YTD thanks to its stellar execution: The Oneida Battery Storage project (pictured) came early and under-budget; is among the worlds X biggest battery storage projects; and more than doubles Ontarios current energy storage capacity from XXX MW to XXX MW. This is the infrastructure of the future and will generate revenues for decades" @NewcomerInvest on X 2025-07-13 17:06:56 UTC 7094 followers, XXX engagements
"According to sources: X of the X final bidders for XX% of Telus towers is Brookfield Infrastructure Brookfield is already a huge investor in telco tower networks and owns a whopping 250000 of them in India. For perspective Telus has a 3000 tower network in Canada. $T.TO $BN $BIP $BAM" @NewcomerInvest on X 2025-07-17 03:06:10 UTC 7099 followers, 2447 engagements
"$EQB Earnings from last week Adjusted ROE - XXXX% Adjusted diluted EPS -$2.31 -XX% y/y -XX% q/q BVPS -$80.99 +10% y/y +2% q/q Revenue -$316.0 million -XXX% y/y -X% q/q EQ Bankcustomers - +23% y/y +4% q/q to 560000 Dividend declared -$0.53 per share +4% q/q +18% y/y Earnings are down mainly due to increased provisions for credit losses. Mgmt struck an optimistic tone and are confident in their ability to continue generating their 15%+ ROE target over the medium term. We expect Q3 and beyond to show better performance even as economic uncertainty may continue to drive credit provisions" @NewcomerInvest on X 2025-06-02 12:03:41 UTC 7098 followers, 1636 engagements
"@DrunkDividends I listened to the earnings - they managed to do more with less. Nice productivity increases. Overall revenues are down (due to trade uncertainty) but they still managed to grow earnings and they continue to forecast growth vs 2024 albeit slower than planned" @NewcomerInvest on X 2025-07-22 23:57:12 UTC 7093 followers, XXX engagements
"Also - wow. Shots fired. $ATD publicly released a letter they sent to the 7&I Board. Its worth reading in full:" @NewcomerInvest on X 2025-07-16 23:17:36 UTC 7094 followers, 1909 engagements
"Canadian National Railway $CNR / $CNI reported earnings This is my 3rd largest holding ( XXX% of portfolio). How did they do Time for a recap 🧵" @NewcomerInvest on X 2024-04-24 03:25:07 UTC 7093 followers, 23.8K engagements
"My $KITS used to be much smaller but the stock appreciated over XXX% in the last X years so its ballooned within the portfolio. And thats even including selling some of my position I have deployed more capital into $EQB in total but stock has not performed the same way. Havent ever sold any shares either" @NewcomerInvest on X 2025-06-24 20:31:02 UTC 7097 followers, XXX engagements
"JULY X $XEQT - BUY (ADD TO POSITION) $35.80" @NewcomerInvest on X 2025-07-07 17:27:29 UTC 7097 followers, 1265 engagements
"Abaxx Technologies $ABXX - high-risk high-reward. Reinventing market infrastructure via their Singapore-based Abaxx Exchange; currently focused on growing this exchange onboarding new customers and releasing new products across various commodities including LNG Gold nickel sulphate and more. Founder-led with lots of skin in the game and a clear vision. This is a very exciting one with (imo) significant potential upside as they scale their products" @NewcomerInvest on X 2025-07-13 17:44:32 UTC 7097 followers, 2047 engagements
"@Ashton_1nvests For XX years i am comfortable with $BN $FNV $FFH $ATD $EQB" @NewcomerInvest on X 2025-07-10 11:48:22 UTC 7097 followers, XXX engagements
"@wingreat250 @mply_cap Whatever benefits $BAM $BEP $BIP $BBU or any other Brookfield entity will benefit $BN" @NewcomerInvest on X 2025-07-16 02:06:24 UTC 7097 followers, XXX engagements
"I have now digested the Brookfield Corporation Q2 2024 results. $BN is my largest holding. Here are some key takeaways 🧵 👇🏽 $BN $BAM $BEP $BIP $BBU $BNRE" @NewcomerInvest on X 2024-08-09 21:41:57 UTC 7099 followers, 112.4K engagements
"For anyone wondering what is $ABXX - this is an excellent read with a clear explanation of the thesis one of my only two small cap holdings" @NewcomerInvest on X 2025-01-01 19:08:29 UTC 7097 followers, 1953 engagements
"Algonquin Power $AQN is undergoing a transition towards a pure-play utility company. Their recently-appointed new CEO Rod West brings 25+ years of leadership experience overseeing electric and natural gas distribution customer service operations and engagement with federal state and local regulators. He unveiled a multi-year plan which was very well received by investors. $AQN is a turnaround play. Im cautiously optimistic" @NewcomerInvest on X 2025-07-13 17:11:26 UTC 7094 followers, XXX engagements
"Many people are now finding out about Strathcona Resources $SCR an incredible Canadian business Fun fact: if you are a Fairfax investor you already enjoy some indirect ownership in Strathcona $FFH" @NewcomerInvest on X 2025-05-31 16:29:56 UTC 7097 followers, 12.9K engagements
"Ive held Brookfield Corp $BN for nearly 2500 days Total return compounded at XX% annually in that time period Outstanding business. ❤" @NewcomerInvest on X 2025-07-16 23:38:34 UTC 7100 followers, 14.3K engagements
"June XX Portfolio Update YTD weighted XXXX% YTD avg XXXX% Top performers YTD are $KITS (+59.91%) $FNV (+38.45%) $BABA (+33%). Good performance also from my Utilities & Renewables $AQN (+27%) & $NPI (+25%) Top losers YTD are $TDOC (-24%) $ENGH (-14%) and $ATD (-8%)" @NewcomerInvest on X 2025-06-16 00:59:46 UTC 7096 followers, 5149 engagements
"Over half of the portfolio is now in just X businesses: Brookfield ecosystem $BN $BAM $BEP Kits Eyecare $KITS Fairfax $FFH Couche-Tard $ATD Franco Nevada $FNV" @NewcomerInvest on X 2025-07-18 02:47:31 UTC 7100 followers, 5217 engagements
"JUNE X $DRM.TO - SELL (EXIT POSITION) $XXXXX $ENGH - BUY (ADD TO POSITION) $XXXXX Made a XX% gain on my very short-lived position in Dream Unlimited - pity I didnt have a larger position Reinvested all of it into Enghouse. Will continue holding on to my core positions for the long term but will also make occasional trades like this if the opportunity is warranted. In the case of Enghouse I seriously doubt it will stay at the $23-$24 level for long so this also presents a trade opportunity here" @NewcomerInvest on X 2025-06-09 14:28:20 UTC 7102 followers, 2006 engagements
"NEW POSITION: Fairfax Financial $FFH Even with the incredible run-up in the stock price - this appears to be a GREAT business that is also CHEAP Excellent management focused on long-term compounding ♥ Now X% of my portfolio 12th largest holding" @NewcomerInvest on X 2024-08-30 13:48:50 UTC 7094 followers, 21.8K engagements
"Another bright spot is the continued growth of their personal bank EQ Bank. Their customer base grew by almost a quarter in just X year Every incremental customer is more profitable than an incremental customer for the Big X banks because EQs network is branchless" @NewcomerInvest on X 2025-06-02 12:31:44 UTC 7102 followers, XXX engagements
"Desjardins initiated coverage on $KITS today with a $XX price target (44% higher than current price). They called out KITS trifecta of growth profitability and balance sheet strength. Cool to see more and more people catching on" @NewcomerInvest on X 2025-07-24 01:48:47 UTC 7100 followers, 2323 engagements
"We must keep a clear head and stick to our convictions - unless thesis changes Here are beaten-up stocks that I am holding on to despite the fear in order of conviction (highest to lowest) $META $BABA $ABXX & $BCBN $TDOC $KITS $FANS What hated stocks are you holding on to" @NewcomerInvest on X 2022-10-17 18:23:48 UTC 7094 followers, XX engagements
"UPDATE: All of it deployed into Alimentation Couche-Tard @ $XXXXX. X years down the line I think this will turn out pretty well 😊 $ATD" @NewcomerInvest on X 2025-05-21 15:48:40 UTC 7094 followers, 3617 engagements
"In 2025 as I did in 2024 I will continue to share my buy and sale prices Starting with our first trade of the year (Jan X 2025) BOUGHT (ADDED TO POSITION) $EQB $98.10" @NewcomerInvest on X 2025-01-02 16:37:00 UTC 7098 followers, 17.4K engagements
"They have an irreplaceable rail network critical for the North American economy that will outlast any president's unusual policy decisions" @NewcomerInvest on X 2025-07-19 20:59:19 UTC 7091 followers, XXX engagements
"@wingreat250 @mply_cap $BAM manages Brookfield assets so will earn mgmt fee from this Its very likely that at least part of the assets in question are at least partially owned by $BEP so they will earn a return there too. $BN owns a portion of both $BAM and $BEP and receives distributions from both" @NewcomerInvest on X 2025-07-16 02:05:54 UTC 7097 followers, XXX engagements
"BIG vote of confidence from RBC on two of my top holdings Brookfield Corp $BN Current price: $XXXXX USD Price Target: $XX USD 🤯 Fairfax Financial $FFH $FRFHF Current Price: 1763.26 USD Price Target: $2050 USD 😄 Do you hold these stocks" @NewcomerInvest on X 2025-06-18 23:01:07 UTC 7095 followers, 9311 engagements
"@BubleQe I am seriously considering initiating a position in $SCR" @NewcomerInvest on X 2025-07-10 00:17:59 UTC 7099 followers, 2715 engagements
"$KITS becomes my 2nd largest individual stock position (again) despite a small sale earlier this year" @NewcomerInvest on X 2025-07-07 17:28:29 UTC 7102 followers, 2259 engagements
"@TheWiseIC Started investing in 2019 X years before i heard about $EQB and opened a bank account with them Did not know we could buy stocks through them Do you" @NewcomerInvest on X 2025-07-14 03:56:58 UTC 7094 followers, XX engagements
"What went well 🟢 Despite a challenging external environment they kept the rails going with resilience - their Operating Ratio DECLINED (thats good) to 61.7%. Its improved year-over-year both over X months and X month periods. 🟢 Other operating metrics are UP such as Car Velocity (car miles per day) and Local Service Commitment (the % of trains that completed their Daily Operating Plan). 🟢 Thanks to these efficiencies CN delivered adj earnings per share GROWTH of X% (despite the declining revenues) to $XXXX. The dividend is well covered with a payout ratio below 50%. US trade policy is out" @NewcomerInvest on X 2025-07-23 23:24:47 UTC 7100 followers, XXX engagements
"We passed $2400 per share today Fairfax $FFH is up XX% since I initiated a position. Absolutely did NOT expect it to do so well so fast Congratulations to shareholders 🥂" @NewcomerInvest on X 2025-06-16 23:37:48 UTC 7093 followers, 5481 engagements
"@mply_cap im on team Brookfield but got lots of respect for $BX and would add to my portfolio if it comes down to a lower valuation" @NewcomerInvest on X 2025-07-19 21:55:46 UTC 7094 followers, XXX engagements
"@YodaStockInvest Yeah it was a really fun experience 😊 i did it with $EQB as well and hoping to do the same for others. Lots of work but very rewarding" @NewcomerInvest on X 2025-07-08 03:42:46 UTC 7098 followers, XX engagements
"Franco Nevada $FNV is perhaps the most invincible stock in my portfolio. No debt; high margins; tons of optionality; hedge against a volatile USD; one of the greatest capital allocators and best in the industry. I was thrilled to buy at multi-year lows its getting more expensive now but i have no plans on selling" @NewcomerInvest on X 2025-07-13 17:33:34 UTC 7095 followers, 1141 engagements
"BREAKING NEWS: Couche-Tard abandons their 7&I takeover attempt. Get ready for the stock to move up tomorrow $ATD" @NewcomerInvest on X 2025-07-16 23:10:23 UTC 7099 followers, 13.2K engagements
"Canadian National Railway ( $CNR / $CNI ) reports earnings next week; Theyve had a string of bad luck with earnings declining X years in a row. But their guidance for 2025 is XX to XX% adjusted EPS growth" @NewcomerInvest on X 2025-07-19 20:48:54 UTC 7100 followers, 8641 engagements
"Excellent episode from @baystreetamber with Adam Waterous Currently do not own any O&G stock but this could change. Strathcona Resources is at the top of my watchlist $SCR" @NewcomerInvest on X 2025-07-11 01:20:25 UTC 7099 followers, 4716 engagements
"YTD Returns: Weighted: -XXX% 🙄😒 Avg: -X% X best/worst: 🟢 $BABA +37.45% - Chinese big tech 🟢 $KITS +22.42% - Specialty digital retail 🟢 $FNV +22.34% - Gold & precious metals 🔴 $BAM -XXXXX% - Asset mgmt 🔴 $BN -XXXXX% - Asset mgmt 🔴 $DIS -XXXXX% - Entertainment" @NewcomerInvest on X 2025-04-06 16:46:55 UTC 7102 followers, 2130 engagements
"NEWS: Brookfield Renewable $BEP to invest up to $1B in Isagen This will increase their existing stake to up to XX% of the business. Isagen owns largest hydro facility and produces XX% of the countrys annual renewable power output. $BN $BAM Heres a vid on Isagen:" @NewcomerInvest on X 2025-07-19 01:44:57 UTC 7102 followers, 16.8K engagements
"JULY XX $QSR (NYSE) BUY - ADD TO POSITION $XXXXX $ATD.TO BUY - ADD TO POSITION $XXXXX Very small adds - just reinvested dividends" @NewcomerInvest on X 2025-07-14 19:06:21 UTC 7097 followers, XXX engagements
"Brookfield Asset Management $BAM X year targets; They are projecting XX% DE per share growth and XX% dividend growth annually This is a high-margin business with minimal debt 💸 The future looks bright" @NewcomerInvest on X 2025-07-06 17:18:05 UTC 7099 followers, 10.5K engagements
"Revenue by segment: Down across (almost) each segment due to a noticeable tariff impact Except for a jump in Grain & Fertilizers/Potash. Canadian grain volume X% American grain volume a whopping XX% 🤯 Diversification across sectors helps to reduce overall volatility across revenues" @NewcomerInvest on X 2025-07-23 23:26:20 UTC 7100 followers, XXX engagements
"Sitting on some cash that Im looking to deploy into an existing position. Would boost size by approx 2-3%. Where would you deploy at current prices Top contenders in my mind right now are $ATD and $EQB" @NewcomerInvest on X 2025-05-17 15:15:49 UTC 7097 followers, 10.4K engagements
"@RayZ3366911 $ATD does raise the dividend quite a lot thats for sure Still takes many years to get to a big yield though. Huge difference compared to the yields I had before that i exited ( $BNS $REI.UN $ENB all above 6%)" @NewcomerInvest on X 2025-07-19 22:44:18 UTC 7094 followers, XXX engagements
"Canadian National Railway ( $CNR / $CNI ) Q2 Earnings Review:" @NewcomerInvest on X 2025-07-23 23:18:43 UTC 7100 followers, 9534 engagements
"Episodes X and X of my new podcast are out now Available on Spotify and will be soon on Youtube Apple and Google 🥳 Have you streamed it yet Available here: Tickers mentioned: $VFV $BN $ENB $SU $HMMJ $WEED $MNMD $BABA $TDOC" @NewcomerInvest on X 2023-01-02 16:35:58 UTC 7094 followers, XX engagements
"Full portfolio now down to XX positions $BN Brookfield continues to lead the way Been eyeing $QSR for a while - added to this one and to $CNR / $CNI $XEQT $VFV $FNV $KITS $EQB $ATD $ABXX $BAN $DIS $GRT.UN" @NewcomerInvest on X 2025-02-03 22:54:39 UTC 7094 followers, 7028 engagements
"The market blessed the world with these no brainer buys over the last couple of years: $BN below $XX (CAD) $FNV below $XXX (CAD) $META below $XXX $NFLX below $XXX Are there any such opportunities right now What do you think" @NewcomerInvest on X 2024-11-30 21:11:56 UTC 7095 followers, 16.7K engagements
"BREAKING NEWS: $KITS launches OpticianAI: OpticianAI is the company's proprietary artificial intelligence platform designed to deliver a seamless and personalized way to shop for vision care. The breakthrough technology represents a major leap forward in combining digital innovation with optical expertise. With OpticianAI KITS delivers the world's most experienced optician yet available anywhere anytime" @NewcomerInvest on X 2025-07-24 11:15:06 UTC 7100 followers, XXX engagements
"Theyre also targeting a high single digit EPS CAGR for 2024-2026 which if successfully achieved would bring them back to all time high earnings per share. $CNR $CNI" @NewcomerInvest on X 2025-07-19 20:55:46 UTC 7102 followers, 2087 engagements
"As youve outlined - high risk opportunity with no guarantees of success I feel better about it today than i did years ago given that the exchange is live and that is worth is something. + all the other indirect pieces like Base $BCBN Its not one that I have any interest in trading. I just started a position years ago with the mindset that it would result in something big or go to $X. Just waiting and seeing 😄" @NewcomerInvest on X 2025-07-14 19:13:35 UTC 7099 followers, XXX engagements
"too many. Im planning to exit (eventually) my positions in: $GWO $ARE $ZWC $XGRO $VGRO $FIE $XDIV and likely $OTEX - cant wait" @NewcomerInvest on X 2023-04-20 00:40:06 UTC 7092 followers, 3280 engagements
"Portfolio July XX YTD Total Returns: Weighted: +13.10% Avg: +12.74% World Benchmark $XEQT : +8.14% S&P XXX Benchmark $VFV : +2.05% 🟢 WINNERS $KITS +96.09% $NPI +31.01% $FNV +29.90% $AQN +27.76% $BABA +25.86% $FFH +24.41% $ABXX +15.45% $BEP.UN +9.29% $XEQT +8.14% $DIS.TO +6.63% $GRT.UN +5.02% $BN +4.86% $EQB +2.66% $VFV +2.05% $QSR +1.11% $BAM +0.1% 🔴 LOSERS: $CNR -XXXX% $TDOC -XXXX% $ENGH -XXXXX% $ATD -13.67%" @NewcomerInvest on X 2025-07-13 15:30:01 UTC 7091 followers, 4976 engagements
"@CDInewsletter Add in $EQB as well that did XX% not including dividends 😀" @NewcomerInvest on X 2025-07-10 14:47:40 UTC 7097 followers, XXX engagements
"Extremely sad news from $EQB today. My thoughts are with Andrew Moors family friends and all EQ employees 💔 A visionary who changed the landscape of Canadian banking. He will be missed" @NewcomerInvest on X 2025-06-24 13:26:36 UTC 7096 followers, 3755 engagements
"BREAKING NEWS: Chadwick Westlake will join $EQB as their new CEO beginning in August. Chadwick was previously their CFO until very recently. Im thrilled to see him come back to EQ" @NewcomerInvest on X 2025-07-09 15:25:14 UTC 7099 followers, 1164 engagements
"Exactly why Im bullish on $ATD especially now that the 7&I deal is no longer being considered" @NewcomerInvest on X 2025-07-17 00:02:57 UTC 7094 followers, 2525 engagements
"What went wrong 🔴 RTMs & Revenues declined by X% year over year to $4272B. If you cant grow your revenues you have limited room to grow your business. No one can cut costs into infinity. 🔴 They lowered their guidance to mid to high single digit adj EPS growth for 2025 (previously: 10-15% adj eps growth guidance). Why Due to: Continued trade uncertainty from the US A strengthening Canadian dollar" @NewcomerInvest on X 2025-07-23 23:22:59 UTC 7100 followers, XXX engagements
"Announced today. Multi-bullion dollar buyback is back ☺ $ATD With a strong balance sheet and confidence in our long-term strategy we believe this program represents an efficient way to create long-term shareholder value CFO" @NewcomerInvest on X 2025-07-21 17:48:20 UTC 7100 followers, 4744 engagements
"Brookfield Wealth Solutions (formerly known as Brookfield Reinsurance) will be a huge driver of earnings growth moving forward Great writeup on it by Pershing Square $BN $BNT $BAM" @NewcomerInvest on X 2025-07-20 01:25:12 UTC 7100 followers, 13.7K engagements
"Biggest transformation of the portfolio over the last X years is the shift towards companies that pay small or no dividends. $BN $FFH $FNV $ATD are all around or below X% dividend yield. $KITS does not pay a dividend" @NewcomerInvest on X 2025-07-19 21:33:34 UTC 7099 followers, 3031 engagements
"@DrunkDividends @CDInewsletter @TheWiseIC @AJButton2 @SettlingNomads @BubleQe Putting $ATD back on you guys radar - tomorrow might look interesting" @NewcomerInvest on X 2025-07-16 23:23:24 UTC 7094 followers, 1052 engagements
"UPDATE: Guidance reduced downwards to mid to high single digit EPS growth for 2025 And they suspended their 2024-2026 outlook due to trade uncertainty Q2 revenues down X% vs last year Q2 adj EPS up X% vs last year 🙂 $CNR" @NewcomerInvest on X 2025-07-22 21:58:46 UTC 7100 followers, 6091 engagements
"Why does Brookfield have so many entities Why is it so complicated Bruce Flatt explains it well here. A must-watch if youve been asking yourself these questions: $BN $BAM $BEP $BIP $BBU" @NewcomerInvest on X 2025-07-04 18:02:17 UTC 7097 followers, 25.9K engagements
"Outstanding Congratulations Josh and Abaxx team $ABXX" @NewcomerInvest on X 2025-06-20 19:55:46 UTC 7094 followers, 2232 engagements