[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) "$WCP with a recovery of Crescent Point well off. Congrats I guess. Good run but overbought and at technical resistance. Divy no longer super enticing to the dividend dog cult so bid likely subsides here. It can be another Cardinal. Hold flat for years at best. Good luck"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1948439811800346805) 2025-07-24 17:47:06 UTC 6035 followers, 9787 engagements "$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](/creator/x/NuggetCapital) on [X](/post/tweet/1945244522155237530) 2025-07-15 22:10:09 UTC 6036 followers, 4086 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 6035 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 6036 followers, 17.7K 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 6030 followers, 4833 engagements "IMO $WCP.TO = $VRN.TO. Same mess in my opinion. Dividend stocks got a bid Doesn't change the underlying fundamentals. Whitecap is a put together company w/o a structural background now. Just a bunch of random chasing Montney M&A to build a huge story for the insiders to feast"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1947852979660316845) 2025-07-23 02:55:14 UTC 6036 followers, 8903 engagements "$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 6033 followers, 4650 engagements "NCP updated price targets ($72 WTI/$2.25 AECO) $ATH $XXXX $ARX $XXXXX $BIR $XXXX $BTE.TO $XXXX $CJ $X $CNQ.TO $XX $CPG.TO $XXXX $FRU $XX $PEY $XXXXX $PSK $XX $RBY$2.50 $ROK.V $XXXX $SCR $XX $SGY $XXXX $SRR.V $X $SU.TO $XX $TNZ $XXXX $TOU $XX $TVE $XXXX $VET.TO $XX $WCP $8"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1744990813958881393) 2024-01-10 07:53:25 UTC 6031 followers, 23.6K 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](/creator/x/NuggetCapital) on [X](/post/tweet/1931055025515790589) 2025-06-06 18:26:10 UTC 6032 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](/creator/x/NuggetCapital) on [X](/post/tweet/1917899724427825571) 2025-05-01 11:11:41 UTC 6035 followers, 99.1K 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 6033 followers, 5488 engagements "Nice article from @trapping_value on $CPG in regards to the $HHRS deal. Nice to see a honest piece put together rather than a paid promotion from one of many analysts whose firms profit off their deal rampage. Back to Saxberg era in our view. The 'new' CPG is the same as the old"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1740641499338129530) 2023-12-29 07:50:47 UTC 6036 followers, 1765 engagements "Yeah FWIW the Nugget camp is no longer long $CVE. Wish those who are the best of luck though - you are going to need it. An on-the-ground expert has suggested this repair is 'billions' worth. Oh my"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1948213167147950125) 2025-07-24 02:46:29 UTC 6036 followers, 4241 engagements "Ask yourself why $HWX.TO can run debt free always do organic new deposit finds and these names like Veren and Whitecap always have never ending levels of multi billion dollar debt with constant acquisitions share issuances and recycled of old 'non core' assets. Help me out"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1948212614204383554) 2025-07-24 02:44:17 UTC 6036 followers, 5858 engagements "Got a few more inbox queries from very very angry $HR.UN bros including one of whom who claims to be a fund manager in Scotland. "Thomas J. Hofstedter is trying to keep unit holders in the dark as the trustees forget unitholders are the real boss - this has to end and it WILL.""  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1948206908713693209) 2025-07-24 02:21:37 UTC 6036 followers, 2401 engagements "@LonesomeC0wb0y I see these prices hike as potentially deflationary in some cases as they may cause an economic slowdown. I think we will see a slowdown. Trump can reverse tariffs and often does at his choosing. They want lower rates not high inflation"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1948709829297479878) 2025-07-25 11:40:03 UTC 6036 followers, XX engagements "Using today as a buying opportunity in some tax loss dredge names. Will write about it later. What is everybody else adding if at all"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1865120370614731214) 2024-12-06 19:45:23 UTC 6031 followers, 11.7K 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 6036 followers, 5860 engagements "Tax loss loser stocks are mostly green today. Something to watch for if you are waiting for the 'perfect time' to get back in. Some seriously good names to buy this year in Canada that sold off insanely in December"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1870121220554821736) 2024-12-20 14:56:58 UTC 6031 followers, 11K engagements "100%. Good point raised on $CPG / $HHRS deal. H/T @KeepItRealYYC"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1740959997691879684) 2023-12-30 04:56:23 UTC 6035 followers, 2118 engagements "@LonesomeC0wb0y Inflation has not been high. I have been buying long bonds. Copper not likely a big driver of inflation and tariff driven commodity hike isn't what historical correlations have meant from "dr" copper IMHO as not driven by economic expansion which is often inflationary"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1948704998163955982) 2025-07-25 11:20:51 UTC 6035 followers, XXX engagements "@Kevin_AGraham I think there are like X or X Baytex bros left and we know why they remain bullish . lol. I hope it works out for them"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1947163769508872453) 2025-07-21 05:16:33 UTC 6032 followers, 1358 engagements "Actually did quite well on the copper short last year as the miners all dropped like stones. Wasn't short copper at all this year. $IVN.TO near multi-year lows anyways down XX% from the 52-week highs 😊"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1948675289183080806) 2025-07-25 09:22:48 UTC 6035 followers, 1320 engagements "$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 6034 followers, 6899 engagements "Pretty wild how the market has pulled down all the telecom companies in Canada. At first it was the giant trash co aka $BCE.TO. But now others are faltering. Is Bell Canada's bad rep taking down them all Can't say NCP isn't intrigued. Haven't owned for years but interested"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1877920676306420121) 2025-01-11 03:29:13 UTC 6032 followers, 12.6K engagements "$CS.TO fell XX% from this Tweet $IVN.TO down much more. Copper catches a bid every time from green energy dreamers as people see it as the 'new' oil. Problem is insiders run for hills everytime & there is a lot of potential supply if prices stay high"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1948676151729422387) 2025-07-25 09:26:13 UTC 6035 followers, XXX 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 6032 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 6036 followers, 4768 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, XXX 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](/creator/x/NuggetCapital) on [X](/post/tweet/1935501366505447434) 2025-06-19 00:54:20 UTC 6032 followers, 5949 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](/creator/x/NuggetCapital) on [X](/post/tweet/1943663856867250336) 2025-07-11 13:29:09 UTC 6029 followers, 11.1K engagements "Wow there it is. After telling investors that $CVE was not going to do it Cenovus is in fact doing it. Putting the poorly aligned $MEG.TO team out of work and making $SCR.TO's Adam Waterous a very rich man as the oilsands giants bids up Strathcona shares indirectly"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1948183618355859854) 2025-07-24 00:49:04 UTC 6035 followers, 11K engagements "$FRU.TO insiders pile into equity raise on the US acquisition. Well at least that is a good look. All Canadian royalty oil cos still seeing insider buys of late: $PSK.TO $SRR.V. However $FNV / $FNV.TO (gold royalty) insiders won't touch their stock"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1867759439618748906) 2024-12-14 02:32:06 UTC 6036 followers, 4461 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 6031 followers, 4162 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 6030 followers, 7966 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 6033 followers, 14.2K engagements "@LonesomeC0wb0y Whitecap will be a golden short if oil prices fall further because the dividend dogs will run for the hills. I'm not really bearish on oil prices from here at this time so I don't have any shorts in the space"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1948553933619953720) 2025-07-25 01:20:34 UTC 6036 followers, XX 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 6030 followers, 13K engagements "Just took a look at Sutherland's X even though he blocked me and noticed it was full of crypto coin news. Maybe there is hope for the oil market after all. Trying to update some inputs for our algo which has been given very very tempered signals of late"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1948204639427383753) 2025-07-24 02:12:36 UTC 6036 followers, 1557 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 6032 followers, 2181 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 $TOU.TO if you want to flicker the switches of the NCP investment team"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1942585055697862692) 2025-07-08 14:02:23 UTC 6034 followers, 6405 engagements "$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 $SGY.TO so I wouldn't think highly of this move unless oil prices move meaningfully higher"  [@NuggetCapital](/creator/x/NuggetCapital) on [X](/post/tweet/1947854521268404664) 2025-07-23 03:01:21 UTC 6033 followers, 1651 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@NuggetCapital
"$WCP with a recovery of Crescent Point well off. Congrats I guess. Good run but overbought and at technical resistance. Divy no longer super enticing to the dividend dog cult so bid likely subsides here. It can be another Cardinal. Hold flat for years at best. Good luck"
@NuggetCapital on X 2025-07-24 17:47:06 UTC 6035 followers, 9787 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 on X 2025-07-15 22:10:09 UTC 6036 followers, 4086 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 6035 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 6036 followers, 17.7K 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 6030 followers, 4833 engagements
"IMO $WCP.TO = $VRN.TO. Same mess in my opinion. Dividend stocks got a bid Doesn't change the underlying fundamentals. Whitecap is a put together company w/o a structural background now. Just a bunch of random chasing Montney M&A to build a huge story for the insiders to feast" @NuggetCapital on X 2025-07-23 02:55:14 UTC 6036 followers, 8903 engagements
"$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 6033 followers, 4650 engagements
"NCP updated price targets ($72 WTI/$2.25 AECO) $ATH $XXXX $ARX $XXXXX $BIR $XXXX $BTE.TO $XXXX $CJ $X $CNQ.TO $XX $CPG.TO $XXXX $FRU $XX $PEY $XXXXX $PSK $XX $RBY$2.50 $ROK.V $XXXX $SCR $XX $SGY $XXXX $SRR.V $X $SU.TO $XX $TNZ $XXXX $TOU $XX $TVE $XXXX $VET.TO $XX $WCP $8" @NuggetCapital on X 2024-01-10 07:53:25 UTC 6031 followers, 23.6K 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 on X 2025-06-06 18:26:10 UTC 6032 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 on X 2025-05-01 11:11:41 UTC 6035 followers, 99.1K 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 6033 followers, 5488 engagements
"Nice article from @trapping_value on $CPG in regards to the $HHRS deal. Nice to see a honest piece put together rather than a paid promotion from one of many analysts whose firms profit off their deal rampage. Back to Saxberg era in our view. The 'new' CPG is the same as the old" @NuggetCapital on X 2023-12-29 07:50:47 UTC 6036 followers, 1765 engagements
"Yeah FWIW the Nugget camp is no longer long $CVE. Wish those who are the best of luck though - you are going to need it. An on-the-ground expert has suggested this repair is 'billions' worth. Oh my" @NuggetCapital on X 2025-07-24 02:46:29 UTC 6036 followers, 4241 engagements
"Ask yourself why $HWX.TO can run debt free always do organic new deposit finds and these names like Veren and Whitecap always have never ending levels of multi billion dollar debt with constant acquisitions share issuances and recycled of old 'non core' assets. Help me out" @NuggetCapital on X 2025-07-24 02:44:17 UTC 6036 followers, 5858 engagements
"Got a few more inbox queries from very very angry $HR.UN bros including one of whom who claims to be a fund manager in Scotland. "Thomas J. Hofstedter is trying to keep unit holders in the dark as the trustees forget unitholders are the real boss - this has to end and it WILL."" @NuggetCapital on X 2025-07-24 02:21:37 UTC 6036 followers, 2401 engagements
"@LonesomeC0wb0y I see these prices hike as potentially deflationary in some cases as they may cause an economic slowdown. I think we will see a slowdown. Trump can reverse tariffs and often does at his choosing. They want lower rates not high inflation" @NuggetCapital on X 2025-07-25 11:40:03 UTC 6036 followers, XX engagements
"Using today as a buying opportunity in some tax loss dredge names. Will write about it later. What is everybody else adding if at all" @NuggetCapital on X 2024-12-06 19:45:23 UTC 6031 followers, 11.7K 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 6036 followers, 5860 engagements
"Tax loss loser stocks are mostly green today. Something to watch for if you are waiting for the 'perfect time' to get back in. Some seriously good names to buy this year in Canada that sold off insanely in December" @NuggetCapital on X 2024-12-20 14:56:58 UTC 6031 followers, 11K engagements
"100%. Good point raised on $CPG / $HHRS deal. H/T @KeepItRealYYC" @NuggetCapital on X 2023-12-30 04:56:23 UTC 6035 followers, 2118 engagements
"@LonesomeC0wb0y Inflation has not been high. I have been buying long bonds. Copper not likely a big driver of inflation and tariff driven commodity hike isn't what historical correlations have meant from "dr" copper IMHO as not driven by economic expansion which is often inflationary" @NuggetCapital on X 2025-07-25 11:20:51 UTC 6035 followers, XXX engagements
"@Kevin_AGraham I think there are like X or X Baytex bros left and we know why they remain bullish . lol. I hope it works out for them" @NuggetCapital on X 2025-07-21 05:16:33 UTC 6032 followers, 1358 engagements
"Actually did quite well on the copper short last year as the miners all dropped like stones. Wasn't short copper at all this year. $IVN.TO near multi-year lows anyways down XX% from the 52-week highs 😊" @NuggetCapital on X 2025-07-25 09:22:48 UTC 6035 followers, 1320 engagements
"$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 6034 followers, 6899 engagements
"Pretty wild how the market has pulled down all the telecom companies in Canada. At first it was the giant trash co aka $BCE.TO. But now others are faltering. Is Bell Canada's bad rep taking down them all Can't say NCP isn't intrigued. Haven't owned for years but interested" @NuggetCapital on X 2025-01-11 03:29:13 UTC 6032 followers, 12.6K engagements
"$CS.TO fell XX% from this Tweet $IVN.TO down much more. Copper catches a bid every time from green energy dreamers as people see it as the 'new' oil. Problem is insiders run for hills everytime & there is a lot of potential supply if prices stay high" @NuggetCapital on X 2025-07-25 09:26:13 UTC 6035 followers, XXX 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 6032 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 6036 followers, 4768 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, XXX 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 on X 2025-06-19 00:54:20 UTC 6032 followers, 5949 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 on X 2025-07-11 13:29:09 UTC 6029 followers, 11.1K engagements
"Wow there it is. After telling investors that $CVE was not going to do it Cenovus is in fact doing it. Putting the poorly aligned $MEG.TO team out of work and making $SCR.TO's Adam Waterous a very rich man as the oilsands giants bids up Strathcona shares indirectly" @NuggetCapital on X 2025-07-24 00:49:04 UTC 6035 followers, 11K engagements
"$FRU.TO insiders pile into equity raise on the US acquisition. Well at least that is a good look. All Canadian royalty oil cos still seeing insider buys of late: $PSK.TO $SRR.V. However $FNV / $FNV.TO (gold royalty) insiders won't touch their stock" @NuggetCapital on X 2024-12-14 02:32:06 UTC 6036 followers, 4461 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 6031 followers, 4162 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 6030 followers, 7966 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 6033 followers, 14.2K engagements
"@LonesomeC0wb0y Whitecap will be a golden short if oil prices fall further because the dividend dogs will run for the hills. I'm not really bearish on oil prices from here at this time so I don't have any shorts in the space" @NuggetCapital on X 2025-07-25 01:20:34 UTC 6036 followers, XX 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 6030 followers, 13K engagements
"Just took a look at Sutherland's X even though he blocked me and noticed it was full of crypto coin news. Maybe there is hope for the oil market after all. Trying to update some inputs for our algo which has been given very very tempered signals of late" @NuggetCapital on X 2025-07-24 02:12:36 UTC 6036 followers, 1557 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 6032 followers, 2181 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 $TOU.TO if you want to flicker the switches of the NCP investment team" @NuggetCapital on X 2025-07-08 14:02:23 UTC 6034 followers, 6405 engagements
"$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 6033 followers, 1651 engagements