[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.] [@NuggetCapital](/creator/twitter/NuggetCapital) "$CNQ has dogged out since every other generalist who avoided oil stocks started getting involved in 2022. We are buyers of CNRL when we start hearing generalists complain about it being a "price taker" again. - Roger"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1945244522155237530) 2025-07-15 22:10:09 UTC 6034 followers, 4057 engagements "HOT TAKE: CANADIAN TELECOM STOCKS OUTPERFORM IN THE 2H AMIDST A ROTATION TO SAFETY TRADES AS MACRO PRINTS DETERIORATES. $RCI.B TO BE A TOP PERFORMER FOLLOWED BY $BCE.TO $CGO.TO & $QBR.TO. BIGGEST LAGGARD BUT STILL OKAY SHOULD BE $T.TO. BOOK THE CALL @VanIsleInvestor"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1932579948771909861) 2025-06-10 23:25:40 UTC 6034 followers, 10.5K engagements ""THE DEBT ALWAYS GOES UP BUT THE DIVIDEND STAYS THE SAME. IT'S SO GOOD BEING A CANADIAN DIVIDEND BRO. I LOVE ALL DIVIDENDS INCLUDING FRACTIONAL DIVIDENDS AND THOSE WHICH AREN'T SUSTAINABLE. HAPPY DIVIDEND DAY TO ALL WHO CELEBRATE. $WCP.TO" - A GREAT DIVIDEND BRO PROBABLY"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1948123333800624473) 2025-07-23 20:49:31 UTC 6034 followers, 3614 engagements "We're so glad NCP listened to @zethuscap the foremost C-Store guru on X and bought $ATD.TO beginning of July. With the 7/11 deal canceled our camp now expects a ripper. We got paid in $PKI.TO and now we get paid in ATD (probably) starting tomorrow. Congrats to all involved. RN"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1945661746028380165) 2025-07-17 01:48:03 UTC 6034 followers, 4817 engagements "IMO $WCP.TO = $VRN.TO. Same mess in my opinion. Dividend stocks got a bid Doesn't change the underlying fundamentals. Whitecap is a put together company w/o a structural background now. Just a bunch of random chasing Montney M&A to build a huge story for the insiders to feast"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1947852979660316845) 2025-07-23 02:55:14 UTC 6034 followers, 7819 engagements "$RCI.B up XX% since NCP wrote about it on my blog and it has been indeed a top performer as predicted. A lot more upside to come. Also added $BCE.TO as I indicated and expect it to recover some in the next 6-8 months. $T.TO not on my list as it trades premium due to dividend"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1940566368069517721) 2025-07-03 00:20:50 UTC 6035 followers, 4637 engagements "#OIL STOCK BUYING CHECKLIST: ✔ Nuttall bearish ✔ Amrita calling for $XX ✔ Perma bulls selling oil to buy gas ✔ TradeOilStocks not buying ✔ Sankey bearish ✔ Kao bearish ✔ No Baskin podcast about CNRL past month ✔ Burnsco not liking Baytex for torque ✔ No #COM Spaces"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1917899724427825571) 2025-05-01 11:11:41 UTC 6035 followers, 98.5K engagements "Umm when the FCF yield goes below the dividend yield does that mean that the dividend is safe Asking for some friends in stocks like $WCP.TO & $CJ.TO. ☠"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1947111978628956629) 2025-07-21 01:50:45 UTC 6034 followers, 5400 engagements "The NCP are buyers of $CNQ with a mid $3-handle. Think it could be coming if oil prices don't chug up soon. A 52-week low would be nice. A good company is not always the best stock. Just ask the formerly anti-oil generalists who got bullish on it since 2022 and made zero alpha"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1947639022790033794) 2025-07-22 12:45:03 UTC 6034 followers, 5768 engagements "$WCP.TO fanboys aren't going to like this but @BubleQe is going to have an absolute heyday. 💀 "During the month we started a position in Tourmaline while exiting our position in Whitecap.""  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1942983578457116929) 2025-07-09 16:25:58 UTC 6035 followers, 6889 engagements "Pretty wild how the market has pulled down all the telecom companies in Canada. At first it was the giant trash co aka $BCE.TO. But now others are faltering. Is Bell Canada's bad rep taking down them all Can't say NCP isn't intrigued. Haven't owned for years but interested"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1877920676306420121) 2025-01-11 03:29:13 UTC 6035 followers, 12.6K engagements "@AndrewS87261985 @peasoup_93 I never invested in offshore ever but the thesis seems compelling. US OFS still looks highly attractive to me for those with a medium term view given the onshore LNG ramp up. Offshore seems to be cyclical lows but again not my field of expertise - nor any of the BOLs"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1947855273701388496) 2025-07-23 03:04:21 UTC 6035 followers, XX engagements "TEAM MARINO WAS X STEPS AHEAD OF THE REST OF THE CANADIAN MONTNEY CEO'S WHEN HE CHOSE TO INVEST IN EUROPE OVER CANADA. HE KNOW. $TNZ.TO"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1945945392220131449) 2025-07-17 20:35:10 UTC 6035 followers, 4117 engagements "@AndrewS87261985 @peasoup_93 No alpha since 2022. A good company is not always a good stock. Only people who made money on $CNQ have been those who traded around it or the insiders who keep dumping their shares"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1947852480160636976) 2025-07-23 02:53:15 UTC 6035 followers, XX engagements "Group think bros told me $PKI.TO was a no-no and that $ATD.TO was "the goat." How did that trade work out for 'em. NCP may slap a 5-handle target ATD because of the significant slowdown in Canadian growth expectations. Crappy dividend. Failed M&A bid. This company is a true mess"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1892967557897896220) 2025-02-21 16:00:10 UTC 6035 followers, 5018 engagements "NCP camp and Twitter bros $HR.UN should team up with K2 and upend all the H&R REIT managers/trustees should they fail to execute this transaction. Extended underperformance. They got no excuses left. @shawnkimel"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1945667821951688707) 2025-07-17 02:12:12 UTC 6031 followers, 2808 engagements "Twitter oil permabulls: DRILLING RIGS ARE GOING TO COLLAPSE. $PTEN Q1: We are seeing strong sequential completion demand and no changes to D&C scheduling. #OOTT $OIH $ACDC $LBRT $HP $PDS"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1915219304108499213) 2025-04-24 01:40:39 UTC 6035 followers, 4146 engagements "Correctly called the $PKI.TO verse $ATD.TO which worked out well. Parkland now dumped and started a small position in ATD. If things go south I'll blame @zethuscap who is a C-Store guru and he likes the stock"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1940574375717359676) 2025-07-03 00:52:39 UTC 6035 followers, 7933 engagements "NCP's $XX WTI and $XXXX NYMEX personal p/t's: $ARX.TO $XXXXX $BTE.TO $XXXX $CJ.TO $XXXX $CVE.TO $XX $CNQ.TO $XX $FRU.TO $XX $NVA.TO $X $OVV.TO $XX $PEY.TO $XXXXX $SCR.TO $XX $SGY.TO $XXXX $SOIL.TO $XXXX $SU.TO $XXXXX $STEP.TO $XXXX $TCW.TO $XXXX $TOU.TO $XX $WCP.TO $5.25"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1909811120610701360) 2025-04-09 03:30:28 UTC 6034 followers, 14.2K engagements "@ErnestWongBWM $PKI.TO is a mess with a catalyst. There is a bid for the entire company out there superior to the shareprice. Meanwhile at $ATD.TO the oversized overvalued bid that's happening is significantly above where 7/11 was trading at to mask faltering growth in North America"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1892982349228290337) 2025-02-21 16:58:56 UTC 6035 followers, 3669 engagements "LOL. Despite the certainty of tje bears and capitulation of many bulls makes me less certain of the implied outcome. #oott"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1941470219178045683) 2025-07-05 12:12:25 UTC 6035 followers, 13K engagements "Funny that Pelletier is suggesting avoiding government bonds as NCP bought long US government bonds. lol. Could get lit up and look like a fool but I like the R/R in the short-term. Inflation risks overstated. Employment overstated. Trump admin gonna do anything to pull yields 📉"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1946944227843207465) 2025-07-20 14:44:11 UTC 6034 followers, 2164 engagements "Mike Rose is a billionaire. Always the same guy buying but no other members of the team Sorry that does not get me excited. Need to see insider buying broaden out at $TOU.TO if you want to flicker the switches of the NCP investment team"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1942585055697862692) 2025-07-08 14:02:23 UTC 6035 followers, 6402 engagements "$WCP.TO guys will never bend so I guess we can say time will tell. All Canadian oil div dog monthly stocks got a bid - even the ones that are obviously not sustainable like $CJ.TO $SGY.TO so I wouldn't think highly of this move unless oil prices move meaningfully higher"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1947854521268404664) 2025-07-23 03:01:21 UTC 6034 followers, 1436 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@NuggetCapital
"$CNQ has dogged out since every other generalist who avoided oil stocks started getting involved in 2022. We are buyers of CNRL when we start hearing generalists complain about it being a "price taker" again. - Roger"
@NuggetCapital on X 2025-07-15 22:10:09 UTC 6034 followers, 4057 engagements
"HOT TAKE: CANADIAN TELECOM STOCKS OUTPERFORM IN THE 2H AMIDST A ROTATION TO SAFETY TRADES AS MACRO PRINTS DETERIORATES. $RCI.B TO BE A TOP PERFORMER FOLLOWED BY $BCE.TO $CGO.TO & $QBR.TO. BIGGEST LAGGARD BUT STILL OKAY SHOULD BE $T.TO. BOOK THE CALL @VanIsleInvestor" @NuggetCapital on X 2025-06-10 23:25:40 UTC 6034 followers, 10.5K engagements
""THE DEBT ALWAYS GOES UP BUT THE DIVIDEND STAYS THE SAME. IT'S SO GOOD BEING A CANADIAN DIVIDEND BRO. I LOVE ALL DIVIDENDS INCLUDING FRACTIONAL DIVIDENDS AND THOSE WHICH AREN'T SUSTAINABLE. HAPPY DIVIDEND DAY TO ALL WHO CELEBRATE. $WCP.TO" - A GREAT DIVIDEND BRO PROBABLY" @NuggetCapital on X 2025-07-23 20:49:31 UTC 6034 followers, 3614 engagements
"We're so glad NCP listened to @zethuscap the foremost C-Store guru on X and bought $ATD.TO beginning of July. With the 7/11 deal canceled our camp now expects a ripper. We got paid in $PKI.TO and now we get paid in ATD (probably) starting tomorrow. Congrats to all involved. RN" @NuggetCapital on X 2025-07-17 01:48:03 UTC 6034 followers, 4817 engagements
"IMO $WCP.TO = $VRN.TO. Same mess in my opinion. Dividend stocks got a bid Doesn't change the underlying fundamentals. Whitecap is a put together company w/o a structural background now. Just a bunch of random chasing Montney M&A to build a huge story for the insiders to feast" @NuggetCapital on X 2025-07-23 02:55:14 UTC 6034 followers, 7819 engagements
"$RCI.B up XX% since NCP wrote about it on my blog and it has been indeed a top performer as predicted. A lot more upside to come. Also added $BCE.TO as I indicated and expect it to recover some in the next 6-8 months. $T.TO not on my list as it trades premium due to dividend" @NuggetCapital on X 2025-07-03 00:20:50 UTC 6035 followers, 4637 engagements
"#OIL STOCK BUYING CHECKLIST: ✔ Nuttall bearish ✔ Amrita calling for $XX ✔ Perma bulls selling oil to buy gas ✔ TradeOilStocks not buying ✔ Sankey bearish ✔ Kao bearish ✔ No Baskin podcast about CNRL past month ✔ Burnsco not liking Baytex for torque ✔ No #COM Spaces" @NuggetCapital on X 2025-05-01 11:11:41 UTC 6035 followers, 98.5K engagements
"Umm when the FCF yield goes below the dividend yield does that mean that the dividend is safe Asking for some friends in stocks like $WCP.TO & $CJ.TO. ☠" @NuggetCapital on X 2025-07-21 01:50:45 UTC 6034 followers, 5400 engagements
"The NCP are buyers of $CNQ with a mid $3-handle. Think it could be coming if oil prices don't chug up soon. A 52-week low would be nice. A good company is not always the best stock. Just ask the formerly anti-oil generalists who got bullish on it since 2022 and made zero alpha" @NuggetCapital on X 2025-07-22 12:45:03 UTC 6034 followers, 5768 engagements
"$WCP.TO fanboys aren't going to like this but @BubleQe is going to have an absolute heyday. 💀 "During the month we started a position in Tourmaline while exiting our position in Whitecap."" @NuggetCapital on X 2025-07-09 16:25:58 UTC 6035 followers, 6889 engagements
"Pretty wild how the market has pulled down all the telecom companies in Canada. At first it was the giant trash co aka $BCE.TO. But now others are faltering. Is Bell Canada's bad rep taking down them all Can't say NCP isn't intrigued. Haven't owned for years but interested" @NuggetCapital on X 2025-01-11 03:29:13 UTC 6035 followers, 12.6K engagements
"@AndrewS87261985 @peasoup_93 I never invested in offshore ever but the thesis seems compelling. US OFS still looks highly attractive to me for those with a medium term view given the onshore LNG ramp up. Offshore seems to be cyclical lows but again not my field of expertise - nor any of the BOLs" @NuggetCapital on X 2025-07-23 03:04:21 UTC 6035 followers, XX engagements
"TEAM MARINO WAS X STEPS AHEAD OF THE REST OF THE CANADIAN MONTNEY CEO'S WHEN HE CHOSE TO INVEST IN EUROPE OVER CANADA. HE KNOW. $TNZ.TO" @NuggetCapital on X 2025-07-17 20:35:10 UTC 6035 followers, 4117 engagements
"@AndrewS87261985 @peasoup_93 No alpha since 2022. A good company is not always a good stock. Only people who made money on $CNQ have been those who traded around it or the insiders who keep dumping their shares" @NuggetCapital on X 2025-07-23 02:53:15 UTC 6035 followers, XX engagements
"Group think bros told me $PKI.TO was a no-no and that $ATD.TO was "the goat." How did that trade work out for 'em. NCP may slap a 5-handle target ATD because of the significant slowdown in Canadian growth expectations. Crappy dividend. Failed M&A bid. This company is a true mess" @NuggetCapital on X 2025-02-21 16:00:10 UTC 6035 followers, 5018 engagements
"NCP camp and Twitter bros $HR.UN should team up with K2 and upend all the H&R REIT managers/trustees should they fail to execute this transaction. Extended underperformance. They got no excuses left. @shawnkimel" @NuggetCapital on X 2025-07-17 02:12:12 UTC 6031 followers, 2808 engagements
"Twitter oil permabulls: DRILLING RIGS ARE GOING TO COLLAPSE. $PTEN Q1: We are seeing strong sequential completion demand and no changes to D&C scheduling. #OOTT $OIH $ACDC $LBRT $HP $PDS" @NuggetCapital on X 2025-04-24 01:40:39 UTC 6035 followers, 4146 engagements
"Correctly called the $PKI.TO verse $ATD.TO which worked out well. Parkland now dumped and started a small position in ATD. If things go south I'll blame @zethuscap who is a C-Store guru and he likes the stock" @NuggetCapital on X 2025-07-03 00:52:39 UTC 6035 followers, 7933 engagements
"NCP's $XX WTI and $XXXX NYMEX personal p/t's: $ARX.TO $XXXXX $BTE.TO $XXXX $CJ.TO $XXXX $CVE.TO $XX $CNQ.TO $XX $FRU.TO $XX $NVA.TO $X $OVV.TO $XX $PEY.TO $XXXXX $SCR.TO $XX $SGY.TO $XXXX $SOIL.TO $XXXX $SU.TO $XXXXX $STEP.TO $XXXX $TCW.TO $XXXX $TOU.TO $XX $WCP.TO $5.25" @NuggetCapital on X 2025-04-09 03:30:28 UTC 6034 followers, 14.2K engagements
"@ErnestWongBWM $PKI.TO is a mess with a catalyst. There is a bid for the entire company out there superior to the shareprice. Meanwhile at $ATD.TO the oversized overvalued bid that's happening is significantly above where 7/11 was trading at to mask faltering growth in North America" @NuggetCapital on X 2025-02-21 16:58:56 UTC 6035 followers, 3669 engagements
"LOL. Despite the certainty of tje bears and capitulation of many bulls makes me less certain of the implied outcome. #oott" @NuggetCapital on X 2025-07-05 12:12:25 UTC 6035 followers, 13K engagements
"Funny that Pelletier is suggesting avoiding government bonds as NCP bought long US government bonds. lol. Could get lit up and look like a fool but I like the R/R in the short-term. Inflation risks overstated. Employment overstated. Trump admin gonna do anything to pull yields 📉" @NuggetCapital on X 2025-07-20 14:44:11 UTC 6034 followers, 2164 engagements
"Mike Rose is a billionaire. Always the same guy buying but no other members of the team Sorry that does not get me excited. Need to see insider buying broaden out at $TOU.TO if you want to flicker the switches of the NCP investment team" @NuggetCapital on X 2025-07-08 14:02:23 UTC 6035 followers, 6402 engagements
"$WCP.TO guys will never bend so I guess we can say time will tell. All Canadian oil div dog monthly stocks got a bid - even the ones that are obviously not sustainable like $CJ.TO $SGY.TO so I wouldn't think highly of this move unless oil prices move meaningfully higher" @NuggetCapital on X 2025-07-23 03:01:21 UTC 6034 followers, 1436 engagements