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[@NuggetCapital](/creator/twitter/NuggetCapital)
"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1877920676306420121) 2025-01-11 03:29:13 UTC 6031 followers, 12.6K engagements


"$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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1945244522155237530) 2025-07-15 22:10:09 UTC 6030 followers, 4030 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1945945392220131449) 2025-07-17 20:35:10 UTC 6031 followers, 3967 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1932579948771909861) 2025-06-10 23:25:40 UTC 6030 followers, 10.5K engagements


"Even though the perma oil bulls capitulated near cycle lows when the Nugget Capital Partners were literally feasting they still generally did well if they bought Canadian or US #natgas names. What a great story with a happy outcome for almost everybody. Fairytale-like"  
![@NuggetCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1935501366505447434) 2025-06-19 00:54:20 UTC 6031 followers, 5947 engagements


"SHOCKING REVELATIONS FROM ADAM WATEROUS ON @inthemoneypod TO THE #MAGA MOVEMENT. WARNS THE AMERICANS THEY ARE SHORT OIL AND THEIR PRODUCTION LEVELS ARE FALLING. "THE UNITED STATES IS SHORT OIL." - ADAM WATEROUS $SCR.TO @SecretaryWright @RapidResponse47 #DrillBabyDrill"  
![@NuggetCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1943663856867250336) 2025-07-11 13:29:09 UTC 6029 followers, 11K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1945661746028380165) 2025-07-17 01:48:03 UTC 6031 followers, 4745 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1892967557897896220) 2025-02-21 16:00:10 UTC 6030 followers, 5017 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1940566368069517721) 2025-07-03 00:20:50 UTC 6031 followers, 4619 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1915219304108499213) 2025-04-24 01:40:39 UTC 6031 followers, 4144 engagements


"CAN'T IMAGINE THIS ENDING WELL UNFORTUNATELY. I SEE A LOT OF OIL GUYS ESPECIALLY LEGACY BAYTEX INVESTOR DUMPING THEIR LOSERS TO ADD TO $WCP.TO TO "LOCK-IN" THE YIELD. UNFORTUNATELY THE ONLY THING LOCKED IN IS YOU. THE DIVIDEND-DEBT SITUATION IS ANYTHING BUT STABLE. SORRY BULLS"  
![@NuggetCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1931055025515790589) 2025-06-06 18:26:10 UTC 6029 followers, 12.1K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1917899724427825571) 2025-05-01 11:11:41 UTC 6031 followers, 98.1K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1940574375717359676) 2025-07-03 00:52:39 UTC 6031 followers, 7862 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1909811120610701360) 2025-04-09 03:30:28 UTC 6031 followers, 14.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1947111978628956629) 2025-07-21 01:50:45 UTC 6031 followers, 5044 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1892982349228290337) 2025-02-21 16:58:56 UTC 6030 followers, 3657 engagements


"LOL. Despite the certainty of tje bears and capitulation of many bulls makes me less certain of the implied outcome. #oott"  
![@NuggetCapital Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1941470219178045683) 2025-07-05 12:12:25 UTC 6029 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1946944227843207465) 2025-07-20 14:44:11 UTC 6031 followers, 2064 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1942585055697862692) 2025-07-08 14:02:23 UTC 6028 followers, 6397 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1505028132226703368.png) [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1942983578457116929) 2025-07-09 16:25:58 UTC 6031 followers, 6884 engagements