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[@BeegJj](/creator/twitter/BeegJj)
"#1 Patrick O'Rourke Managing Director Equity Research ATB Capital Mgmt was on BNN $cve $meg.to $tou.to - WCS differential has been one of the good stories out there - looking at $XX WTI in 2026 - a dovish FED could stimulate oil demand"  
[X Link](https://x.com/BeegJj/status/1960365978316857721) [@BeegJj](/creator/x/BeegJj) 2025-08-26T15:37Z 4195 followers, 5483 engagements


"- not all high-yielding dividend stocks are trash - it takes some due diligence to identify high-yield dividend stocks that offer reliable distribution - X names that you can consider $t.to $wcp.to"  
[X Link](https://x.com/BeegJj/status/1968293876730630281) [@BeegJj](/creator/x/BeegJj) 2025-09-17T12:40Z 4195 followers, 2721 engagements


"#3 - seeing the possibility of tighter supplies in 2026 is what is keeping the energy sector higher then what otherwise the price would indicate - $cnq $su tend to pop up in the portfolios - great companies almost regardless on the oil price - very well capitalized"  
[X Link](https://x.com/BeegJj/status/1975559081500061883) [@BeegJj](/creator/x/BeegJj) 2025-10-07T13:49Z 4197 followers, XXX engagements


"$lun.to Filo del Sol now one of the largest deposits globally - Buy C$13"  
[X Link](https://x.com/BeegJj/status/1919367413650313527) [@BeegJj](/creator/x/BeegJj) 2025-05-05T12:23Z 4196 followers, 2697 engagements


"Peer Group Comparisons by TD Cowen $aav $arx $bir $bte $kel $lgn $nva $pey $sde $tou $vet"  
[X Link](https://x.com/BeegJj/status/1920486510790353144) [@BeegJj](/creator/x/BeegJj) 2025-05-08T14:30Z 4197 followers, 2821 engagements


"$ppl.to - Buy C$64 - settlement an annual reduction of $95M - removes overhang - announced a prospective short-haul expansion on Alliance - impact : Positive"  
[X Link](https://x.com/BeegJj/status/1948721774914363821) [@BeegJj](/creator/x/BeegJj) 2025-07-25T12:27Z 4197 followers, 3998 engagements


"$sobo.to - Maurice Choy RBC ptto C$39 Outperform - Patrick Kenny NB ptto US$26 sector perform - offers the highest yield in their Energy Infrastructure coverage of around 7.5%"  
[X Link](https://x.com/BeegJj/status/1953778862971629846) [@BeegJj](/creator/x/BeegJj) 2025-08-08T11:22Z 4198 followers, XXX engagements


"$lun.to - Buy C$18 - solid Q2/25 beat from stronger sales volumes & cash costs - operations are tracking well to meet 2025 guidance which makes the company a standout relative to its base metal peers - one of their top picks in their coverage universe"  
[X Link](https://x.com/BeegJj/status/1953790018910056815) [@BeegJj](/creator/x/BeegJj) 2025-08-08T12:06Z 4196 followers, XXX engagements


"Raymond James coverage on $arx $arx.to Talks about the recent price weakness Outperform with pt C$33 TY @FuzzyBe02910905 I'm still holding my shares. 🌞"  
[X Link](https://x.com/BeegJj/status/1967678519233941602) [@BeegJj](/creator/x/BeegJj) 2025-09-15T19:54Z 4197 followers, 2908 engagements


"@FuzzyBe02910905 Note : please include the company's name in your headings. $arx $arx.to That gets attention"  
[X Link](https://x.com/BeegJj/status/1967679063717490970) [@BeegJj](/creator/x/BeegJj) 2025-09-15T19:57Z 4197 followers, XXX engagements


"Gainers on above average volume 🤩 $bte.to 10.2M vs 5.5M $tou.to 12.5M vs 2.6M $wcp.to 13.6M vs 5.8M So many more. Nice to see. 🌞 We're looking at rate cuts tomorrow. These dividends are looking even better"  
[X Link](https://x.com/BeegJj/status/1968099940682674214) [@BeegJj](/creator/x/BeegJj) 2025-09-16T23:49Z 4196 followers, 2726 engagements


"- Qatar taking a US$500M private placement in $ivn.to - IVN will issue 57516666 common shares to QIA - C$12/share - QIA will own X% of Ivanhoe Mines"  
[X Link](https://x.com/BeegJj/status/1968289186282357210) [@BeegJj](/creator/x/BeegJj) 2025-09-17T12:21Z 4196 followers, XXX engagements


"Total dividends from $tou.to 2018 - 2025 Still one more probably $XXXX special dividend for 2025 Every year during that time $tou increases the base dividend. That was a nice jump in 2025 🤩"  
[X Link](https://x.com/BeegJj/status/1968958992933163027) [@BeegJj](/creator/x/BeegJj) 2025-09-19T08:43Z 4196 followers, 5768 engagements


"#1 The energy stock that he's buying now (its a steal) $tou $tou.to - the shift from fossil fuels to green energy has a middle ground called NG - NG powers cars heats homes is used in cooking & electricity generation"  
[X Link](https://x.com/BeegJj/status/1968965737168449561) [@BeegJj](/creator/x/BeegJj) 2025-09-19T09:09Z 4196 followers, 3167 engagements


"Yesterday Mike Rose bought 5k more shares of $tou $tou.to He now directly owns 8177742 shares 🤩 With MR you can't have TOU much TOU I own slightly less shares than MR. Collected $XXX in total dividends from TOU in September 🌞"  
[X Link](https://x.com/BeegJj/status/1974105284705726871) [@BeegJj](/creator/x/BeegJj) 2025-10-03T13:32Z 4196 followers, 3726 engagements


"@FuzzyBe02910905 Terrible Refineries are a tough business. Another reason to own $cnq"  
[X Link](https://x.com/BeegJj/status/1974143415068844351) [@BeegJj](/creator/x/BeegJj) 2025-10-03T16:04Z 4197 followers, XXX engagements


"Sold all my $meg.to. If $cve wins the bid then I'm leaving $ on the table If they lose due to the allergy to $scr.to shares $meg.to could take a hit. Also even $cve could take a hit on not acquiring MEG at a fair price Looking at buying CVE MEG later 🌞"  
[X Link](https://x.com/BeegJj/status/1975208583924269423) [@BeegJj](/creator/x/BeegJj) 2025-10-06T14:36Z 4198 followers, 14.9K engagements


"#4 - "Adam's bid is just an air bid it is a paper bid. It doesn't have any validity" - McKenzie - SCR says that CVE's mostly cash bid denies MEG SHs the opportunity to participate in future upside - X highly influential proxy advisory firms have endorsed CVE's bid"  
[X Link](https://x.com/BeegJj/status/1975495164430086348) [@BeegJj](/creator/x/BeegJj) 2025-10-07T09:35Z 4197 followers, XXX engagements


"#1 - a strong run in equities sets-the stage for another active year-end tax-loss season - could be more pronounced given the broad market rally - CIBC identifies XX TSX stocks exposed tax-loss selling pressure"  
[X Link](https://x.com/BeegJj/status/1976585124172194166) [@BeegJj](/creator/x/BeegJj) 2025-10-10T09:46Z 4197 followers, 2211 engagements


"#2 - likelihood of investors harvesting losses to offset capital gains - only X large-cap names $gib.a $csu appear among the initial loss candidates - XXX% of the TSX could face year-end selling - tax-loss activity typically peaks from mid-November to mid-December"  
[X Link](https://x.com/BeegJj/status/1976586934907707554) [@BeegJj](/creator/x/BeegJj) 2025-10-10T09:53Z 4197 followers, XXX engagements


"#4 - there's not enough NG in the systems to power all those data centres - way too much NG in the system right now - there's a story on how NG could tighten up - but you would have to buy the stocks now He also recommends & comments on X U.S. stocks $tsco $musa"  
[X Link](https://x.com/BeegJj/status/1976617023267598561) [@BeegJj](/creator/x/BeegJj) 2025-10-10T11:53Z 4197 followers, XXX engagements


"Can someone please answer the question That $scr.to special distribution is serious money. Thank you"  
[X Link](https://x.com/BeegJj/status/1978456731505066093) [@BeegJj](/creator/x/BeegJj) 2025-10-15T13:43Z 4196 followers, 2747 engagements


"#1 - sentiment today that's in the market doesn't really match the physical market - market itself is not showing evidence of a glut - there has not been any major supply hikes of floating inventories coming into the U.S. Gulf Coast"  
[X Link](https://x.com/BeegJj/status/1978465986949812552) [@BeegJj](/creator/x/BeegJj) 2025-10-15T14:20Z 4197 followers, 2453 engagements


"#2 - acknowledged the "turmoil" in the global macroeconomic picture - tariffs inflation & broader geopolitical uncertainties poised as headwinds to GDP growth - GDP growth remains strongly correlated to oil & gas demand - doesn't see "a big flood of supply" coming from OPEC+"  
[X Link](https://x.com/BeegJj/status/1978467205076664632) [@BeegJj](/creator/x/BeegJj) 2025-10-15T14:25Z 4198 followers, XXX engagements


"The first paragraph is what is in question. A company "can't generally" buy shares 🤔 "to avoid unfair practices". Complete shade of gray EXCEPTION FOR NORMAL MARKET PURCHASES : is where $SCR was able to increase ownership from XXX% to XXXX% & not more of $MEG shares"  
[X Link](https://x.com/BeegJj/status/1978743512800600263) [@BeegJj](/creator/x/BeegJj) 2025-10-16T08:43Z 4197 followers, 2375 engagements


"#5 $cnq (cont) - we look for a short-term opportunity to add more to a name we already like - so getting it at a XXX% dividend we're happy"  
[X Link](https://x.com/BeegJj/status/1978843098911297607) [@BeegJj](/creator/x/BeegJj) 2025-10-16T15:18Z 4197 followers, 1320 engagements


"#4 $tpz.to - very tied to $tou - likes gas processing - likes royalties - doesn't own - owns other companies that have less concentrated exposure to X company - likes it - well run - $tou is reducing its stake in $tpz - would look for a little more before adding"  
[X Link](https://x.com/BeegJj/status/1979250301229015049) [@BeegJj](/creator/x/BeegJj) 2025-10-17T18:16Z 4197 followers, XXX engagements


"TSX Biggest Movers Yesterday $DOL.to had a lots of good news including a dividend increase $LUN.to is one of my favorite copper choices. It pays a dividend 2.3%"  
[X Link](https://x.com/BeegJj/status/1776223972658389064) [@BeegJj](/creator/x/BeegJj) 2024-04-05T12:22Z 4195 followers, 1641 engagements


"What hasn't cooldown has been those NG stocks $arx.to $bir.to $pey.to $nva.to & others. Kicking gASS baby 🤩"  
[X Link](https://x.com/BeegJj/status/1934737219962466774) [@BeegJj](/creator/x/BeegJj) 2025-06-16T22:17Z 4195 followers, 5801 engagements


"Q2/25 ER $arx.to 🤩 - prod 357228 boe/d (61% NG) - FFO $682M - CFO $699M - FFF $186M - Net Income $396M EPS $XXXX - net debt $1.29B - returned $188M to SH XXX% - realised NG price $XXXX per Mcf"  
[X Link](https://x.com/BeegJj/status/1951038591741874491) [@BeegJj](/creator/x/BeegJj) 2025-07-31T21:53Z 4195 followers, 2475 engagements


"$ala.to - Buy C$48 - further derisking of global exports platform - optimization potential at Reef - remains top pick among -listed utilities - dividend 3.1%"  
[X Link](https://x.com/BeegJj/status/1953052658043957293) [@BeegJj](/creator/x/BeegJj) 2025-08-06T11:16Z 4195 followers, 1319 engagements


"TSX Energy companies - Buy Hold Sell Yield & price target The most Buys : $cco.to XX $arx.to $cve.to XX $tou.to $cnq.to 16"  
[X Link](https://x.com/BeegJj/status/1953070893598462273) [@BeegJj](/creator/x/BeegJj) 2025-08-06T12:29Z 4197 followers, 5820 engagements


"$key.to Has announced a X% increase to its quarterly dividend. From $0.52/share to $0.54/share Payable on Sept XX 2025 to SH on record Sept XX 2025"  
[X Link](https://x.com/BeegJj/status/1953195225855476162) [@BeegJj](/creator/x/BeegJj) 2025-08-06T20:43Z 4196 followers, 1348 engagements


"$key.to - Buy C$51 - dividend X% to a quarterly $0.54/share"  
[X Link](https://x.com/BeegJj/status/1953434421899428191) [@BeegJj](/creator/x/BeegJj) 2025-08-07T12:33Z 4197 followers, XXX engagements


"@RealPeterLinder I don't think so. Most people are in for the large dividend. That doesn't change. I want that For capital upside in NG we own the $arx.to $kel.to $sde.to etc. Just my opinion. That's where my $$$ is"  
[X Link](https://x.com/BeegJj/status/1955442671557939216) [@BeegJj](/creator/x/BeegJj) 2025-08-13T01:33Z 4195 followers, XXX engagements


"#1 - $scr.to confirms filing of amended offer for $meg.to - reaffirms willingness to enter into supported transaction following $cve election not to match SCR SUPERIOR PROPOSAL - XXX of a $scr share for every X MEG share"  
[X Link](https://x.com/BeegJj/status/1966463449581384047) [@BeegJj](/creator/x/BeegJj) 2025-09-12T11:26Z 4196 followers, 5202 engagements


"Greg Newman Senior Wealth Advisor Newman Group Scotia McLeod was on BNN NG stocks have been deadweight for a long-time. Differentials will narrow. Highlights $tou.to $pey.to $arx.to $aav.to They all have nice secular tailwinds"  
[X Link](https://x.com/BeegJj/status/1967564933190893776) [@BeegJj](/creator/x/BeegJj) 2025-09-15T12:23Z 4195 followers, 4820 engagements


"Greg reiterates to buy $arx.to here Raymond James says the selloff in the stock is driven by a choppy start to Attachie. They also say that $arx is great value"  
[X Link](https://x.com/BeegJj/status/1967573411372433662) [@BeegJj](/creator/x/BeegJj) 2025-09-15T12:57Z 4195 followers, 2429 engagements


"#1 Why MEG SH should vote against CVE & tender to SCR's takeover offer -engaged in a David vs Goliath struggle for MEG - CVE is 5x larger - $scr.to has more than a slingshot with XXXX% of $meg.to shares"  
[X Link](https://x.com/BeegJj/status/1971535897410834902) [@BeegJj](/creator/x/BeegJj) 2025-09-26T11:22Z 4197 followers, 6006 engagements


"#1 Greg Newman Senior Wealth Advisor & Portfolio Manager Scotia McLeod was on Marketcall His top X picks $atrl.to $key.to $tou.to $tou - spooked the market with their production spend - 7-year plan was very expensive (cont)"  
[X Link](https://x.com/BeegJj/status/1971579226165063715) [@BeegJj](/creator/x/BeegJj) 2025-09-26T14:14Z 4196 followers, 1814 engagements


"Things that are great in the 60s Muhammed Ali The Flintstones The Beatles Les Canadiens de Montral Bob Dylan Woodstock Moi 😂 & many more And now ofcourse $su $su.to 🤩 Have a great weekend everyone 🌞"  
[X Link](https://x.com/BeegJj/status/1971591617145713083) [@BeegJj](/creator/x/BeegJj) 2025-09-26T15:04Z 4195 followers, 2354 engagements


"Good Morning to our $cnq dividend everyone 🤩 $cnq.to has increased its dividend for XX consecutive years. I expect it increased again in Q1/26 I see both $cnq $su increasing their dividends early next year to a quarterly $0.60/share each🌞"  
[X Link](https://x.com/BeegJj/status/1974062753351676123) [@BeegJj](/creator/x/BeegJj) 2025-10-03T10:43Z 4196 followers, 8280 engagements


"Buybacks Sept 2025 $su $su.to They boughtback 4324764 of their own shares. Y-T-D they've boughtback XXXX% of their own shares Annualized 4.52%"  
[X Link](https://x.com/BeegJj/status/1975229939000758777) [@BeegJj](/creator/x/BeegJj) 2025-10-06T16:01Z 4196 followers, 2465 engagements


"Buybacks Sept 2025 $arx $arx.to Big jump on buybacks. They boughtback 4665000 of their own shares 🤩. Y-T-D they've boughtback XXXX% of their own shares Annualized 3.23%"  
[X Link](https://x.com/BeegJj/status/1975239964221947985) [@BeegJj](/creator/x/BeegJj) 2025-10-06T16:41Z 4195 followers, 1790 engagements


"TY @FuzzyBe02910905 Great coverage by RJ on Energy Strong Buy on $wcp.to Outperform for $arx.to $bir.to $hwx.to $kel.to $sgy.to $tve.to $tpz.to Lots of other names too"  
[X Link](https://x.com/BeegJj/status/1975261736811786735) [@BeegJj](/creator/x/BeegJj) 2025-10-06T18:07Z 4195 followers, 4712 engagements


"#1 The proxy deadline for $cve bid for $ is today at 9am (Calgary time) - several of MEG's largest SHs held a meeting with CVE in NY last month - they asked for a higher price in exchange for their support"  
[X Link](https://x.com/BeegJj/status/1975491400121917489) [@BeegJj](/creator/x/BeegJj) 2025-10-07T09:20Z 4196 followers, 3799 engagements


"#1 Philip Petursson Chief Investment Strategist IG Wealth Mgmt. $cnq $su - oil prices has lagged but the energy sector has actually done better than expected - XEG has done well - X different views out there - with OPEC production = meaningful in supplies in 2026"  
[X Link](https://x.com/BeegJj/status/1975557119425585207) [@BeegJj](/creator/x/BeegJj) 2025-10-07T13:41Z 4197 followers, 2765 engagements


"#2 - the other view which he subscribes to is that U.S. production in 2026 could taper off dramatically - lack of new investments in shale - even with "Drill baby drill" companies say that the oil price is not attractive enough for them to put new $ at work"  
[X Link](https://x.com/BeegJj/status/1975558110690615640) [@BeegJj](/creator/x/BeegJj) 2025-10-07T13:45Z 4197 followers, XXX engagements


"Buybacks Sept 2025 $cnq They boughtback 2480000 of their own shares. Y-T-D they've boughtback XXXX% of their own shares Interestingly it was split 50/50 between the U.S. & stock markets Annualized 1.71%"  
[X Link](https://x.com/BeegJj/status/1975587434151690258) [@BeegJj](/creator/x/BeegJj) 2025-10-07T15:42Z 4196 followers, 2512 engagements


"@67Dodge @trend_bullish Especially when they're quality names such as $cnq $su Many more"  
[X Link](https://x.com/BeegJj/status/1975873784029872534) [@BeegJj](/creator/x/BeegJj) 2025-10-08T10:39Z 4197 followers, XXX engagements


"#1 "$meg.to is back on the table" - Beegjj I sold X day to early 😁 $cve has just increase its bid for MEG - now offering $XXXXX in cash or XXXXX CVE shares - now representing XX% cash XX% CVE shares - looking at $XXXXX cash + XXXX of a CVE share"  
[X Link](https://x.com/BeegJj/status/1975883556766552533) [@BeegJj](/creator/x/BeegJj) 2025-10-08T11:18Z 4197 followers, 6782 engagements


"Boughtback those 4k shares of $meg.to I sold yesterday at much higher prices I like the floor on CVE latest bid. I would be comfortable getting those 2480 CVE shares + cash. That bid works So does $scr.to tender or maybe increase their bid Maybe from XXX shares to X share"  
[X Link](https://x.com/BeegJj/status/1975923726169289121) [@BeegJj](/creator/x/BeegJj) 2025-10-08T13:58Z 4196 followers, 3626 engagements


"Interesting day for my portfolio $su X% $cnq XXXX% My future $cve shares XXX% $cj.to X% $sgy.to X% $pey.to $XX 🌞"  
[X Link](https://x.com/BeegJj/status/1975979161941574130) [@BeegJj](/creator/x/BeegJj) 2025-10-08T17:38Z 4196 followers, 3571 engagements


"TPH maintains its Buy rating on $cve & also maintains its price target of C$28 after the updated bid for $meg.to"  
[X Link](https://x.com/BeegJj/status/1975989985841971228) [@BeegJj](/creator/x/BeegJj) 2025-10-08T18:21Z 4197 followers, 2159 engagements


"$cve is looking at the possibility of buying 25M of $meg.to shares MEG trades an average 1.2M shares a day Just thinking out loud 🤔 I put on my thinking hat If I crossed the border into the U.S. would they hit me with a XX% tariff"  
[X Link](https://x.com/BeegJj/status/1976044482832588840) [@BeegJj](/creator/x/BeegJj) 2025-10-08T21:58Z 4195 followers, 6111 engagements


"I see at some point the merger of $hwx.to $sgy.to $tve.to & $bte Market Cap $sgy.to 732M $hwx.to $1.8B $tve.to $3B With that $$$ BTE can easily acquire someone there in the Clearwater 🤔"  
[X Link](https://x.com/BeegJj/status/1976331196088152476) [@BeegJj](/creator/x/BeegJj) 2025-10-09T16:57Z 4197 followers, 2742 engagements


"🎶What a diff'rence a day makes🎶 What a reversal $su XXXX% $cnq XXXX% My future $cve shares XXX% $cj.to XXX% $sgy.to XXX% $pey.to $19.64"  
[X Link](https://x.com/BeegJj/status/1976333734673777149) [@BeegJj](/creator/x/BeegJj) 2025-10-09T17:07Z 4196 followers, 1402 engagements


"#2 - all sorts of reasons on why the oil price is where it is - you can make the argument that as we enter 2026 we'll get a tighter oil market - oil around C$85 - energy stocks are moving after the big low in the summer - some have rallied - consolidation"  
[X Link](https://x.com/BeegJj/status/1976614422463316428) [@BeegJj](/creator/x/BeegJj) 2025-10-10T11:42Z 4197 followers, XXX engagements


"#3 - this is where you want to go - giant producers stock is inexpensive - a bit more of a fair price right now - still has a core holding in $cnq $tou - both are very well run & profitable businesses - global oil markets could get tight next year"  
[X Link](https://x.com/BeegJj/status/1976615893112430795) [@BeegJj](/creator/x/BeegJj) 2025-10-10T11:48Z 4197 followers, 1273 engagements


"With X days of probable data left to enter $cve has paused. Already boughtback 20.99M of their own shares Just for the month they've boughtback X% of their own outstanding shares 🤩"  
[X Link](https://x.com/BeegJj/status/1976754414783545548) [@BeegJj](/creator/x/BeegJj) 2025-10-10T20:59Z 4196 followers, 1823 engagements


"Since Oct X $cve has acquired 21723540 shares of $meg.to Very close to its 25M To the extent CVE is able the company intends to vote any acquired shares in favour of the transaction"  
[X Link](https://x.com/BeegJj/status/1978059764996161890) [@BeegJj](/creator/x/BeegJj) 2025-10-14T11:26Z 4195 followers, 6350 engagements


"@Merlice1 The bid will be successful. Looking forward to receiving those $cve shares"  
[X Link](https://x.com/BeegJj/status/1978126054297383366) [@BeegJj](/creator/x/BeegJj) 2025-10-14T15:49Z 4197 followers, XXX engagements


"$cve bought more shares of $meg.to. Gone from owning XXX% to now XXX% of MEG's outstanding shares Soon they'll own 100%"  
[X Link](https://x.com/BeegJj/status/1978444110278045813) [@BeegJj](/creator/x/BeegJj) 2025-10-15T12:53Z 4195 followers, 2110 engagements


"Took me some time to add up my today's dividend haul $3651.31 🤩 All monthly except for $arx.to quarterly Had the EIA added it for me I'm sure I could of gotten $4k 😁 $arx.to $cj.to $pey.to $sgy.to $tve.to $wcp.to"  
[X Link](https://x.com/BeegJj/status/1978459274473832856) [@BeegJj](/creator/x/BeegJj) 2025-10-15T13:53Z 4196 followers, 3011 engagements


"#1 Smead Capital Management says $meg $cve deal undermines fair bidding process - they're asking the Alberta Securities Commission to investigate CVE sweetened takeover for MEG - alleges that it undermined what should be a fair contest"  
[X Link](https://x.com/BeegJj/status/1978568404794532272) [@BeegJj](/creator/x/BeegJj) 2025-10-15T21:07Z 4196 followers, 6600 engagements


"Buybacks Table Jan-Sept 2025 Topping the list : $obe.to $ath.to $ipco.to $tve.to $nva.to 🤩"  
[X Link](https://x.com/BeegJj/status/1978753395491053718) [@BeegJj](/creator/x/BeegJj) 2025-10-16T09:22Z 4196 followers, 3406 engagements


"#1 - $oxy isn't panicking - expects oil to hover between $58-$62 through 2026 before breaking higher later in the decade - Hollub remains "very bullish on oil prices - not this year or next but I'm bullish on oil prices""  
[X Link](https://x.com/BeegJj/status/1978762735476174923) [@BeegJj](/creator/x/BeegJj) 2025-10-16T09:59Z 4195 followers, 25.3K engagements


"#2 - $oxy is leaning on financial discipline rather than exploration frenzy - says stock could double its share price within X years - doesn't need to do anymore acquisitions - oil fundamentals aren't signaling another supercycle just yet"  
[X Link](https://x.com/BeegJj/status/1978763638119784694) [@BeegJj](/creator/x/BeegJj) 2025-10-16T10:03Z 4197 followers, 1936 engagements


"#3 - expects oil supply to peak between 2027-2030 - a view that contrasts sharply with the shale industry's traditional bravado - $oxy is telegraphing a patient strategy-steady production minimal capex creep & a bet the market will tighten naturally once U.S. growth levels off"  
[X Link](https://x.com/BeegJj/status/1978764711618343024) [@BeegJj](/creator/x/BeegJj) 2025-10-16T10:07Z 4197 followers, 1611 engagements


"TotalEnergies CEO says - non-OPEC oil supply to start at $XX per barrel - we'll see the shale industry beginning to slow down - "our view is that from mid-2026 non-OPEC supply will be much lower no growth & OPEC will be regaining control of market""  
[X Link](https://x.com/BeegJj/status/1978771124323295552) [@BeegJj](/creator/x/BeegJj) 2025-10-16T10:32Z 4195 followers, 6425 engagements


"@Merlice1 We need the $meg saga to terminate. $cve has really picked up its game. Looking forward now to getting those shares. 🤩"  
[X Link](https://x.com/BeegJj/status/1978773081553334615) [@BeegJj](/creator/x/BeegJj) 2025-10-16T10:40Z 4196 followers, XXX engagements


"@Merlice1 XXX% agree That's why I expect dividend increases early next year for $cve $su $cnq 🤩"  
[X Link](https://x.com/BeegJj/status/1978776461088616481) [@BeegJj](/creator/x/BeegJj) 2025-10-16T10:54Z 4196 followers, XXX engagements


"@Merlice1 I expect both $cnq $su to increase their quarterly dividend to $0.60/share 🤩"  
[X Link](https://x.com/BeegJj/status/1978822603318931926) [@BeegJj](/creator/x/BeegJj) 2025-10-16T13:57Z 4197 followers, XXX engagements


"#1 Rebecca Teltscher Portfolio Manager NewHaven Asset Mgmt - hard to find value in this market - looking at stocks that have come off for a reason or another - looking through short-term weakness & growth beyond that - has X Buy recommendations $arx.to $cnq $ppl.to (cont)"  
[X Link](https://x.com/BeegJj/status/1978838734570181048) [@BeegJj](/creator/x/BeegJj) 2025-10-16T15:01Z 4195 followers, 4492 engagements


"#2 $arx.to - issues on the startup of one of their projects - getting through that - as long-term investors a short-term blip is simply a buying opportunity as long as the growth is intact - premium assets in the Montney - lots of embedded growth - XX yrs of reserves (cont)"  
[X Link](https://x.com/BeegJj/status/1978839783595004213) [@BeegJj](/creator/x/BeegJj) 2025-10-16T15:05Z 4196 followers, XXX engagements


"#3 $arx.to (cont) - no need for acquisitions - has optionality - NG prices have been pretty weak - now heading into the season where NG prices should - has shut in some production which should return - good mgmt team - growing dividend - a good opportunity to own long-term"  
[X Link](https://x.com/BeegJj/status/1978841271004185070) [@BeegJj](/creator/x/BeegJj) 2025-10-16T15:11Z 4195 followers, XXX engagements


"#4 $cnq - one of the best mgmt teams in the world - you want to own this name forever - premium assets - low decline rates - strong mgmt team - has a real culture to give back to SH - they have a long-term outlook - a premium name - you're paid to wait 🤩 (cont)"  
[X Link](https://x.com/BeegJj/status/1978842447380623795) [@BeegJj](/creator/x/BeegJj) 2025-10-16T15:16Z 4197 followers, XXX engagements


"#6 $ppl.to - signed a contract with META - it has really pulled back - the rumor is that KKR is going to sell its stake in that gas infrastructure to PPL - PPL may need to issue equity to buy it - short-term weakness (cont)"  
[X Link](https://x.com/BeegJj/status/1978844208329896310) [@BeegJj](/creator/x/BeegJj) 2025-10-16T15:23Z 4195 followers, 2545 engagements


"#7 $ppl.to (cont) - they'd be buying a growing asset that's backed by long-term contracts - there's few opportunities in this expensive market"  
[X Link](https://x.com/BeegJj/status/1978844731309207702) [@BeegJj](/creator/x/BeegJj) 2025-10-16T15:25Z 4195 followers, XXX engagements


"#1 David Burrows Chairman & Chief Investment Officer Barometer Capital Mgmt was on Marketcall His top X picks : $aem.to $cat:nyse $cco.to I'll cover his comments on Energy $cnq $tve.to $wcp.to $imo $su - cross currents in the Energy market (cont)"  
[X Link](https://x.com/BeegJj/status/1978879036353892569) [@BeegJj](/creator/x/BeegJj) 2025-10-16T17:41Z 4195 followers, 5053 engagements


"#3 $wcp.to (cont) - $tve.to waterflooding technology is working well - he'd be a holder here on $wcp.to - seasonally things better from here"  
[X Link](https://x.com/BeegJj/status/1978880999086772323) [@BeegJj](/creator/x/BeegJj) 2025-10-16T17:49Z 4196 followers, XXX engagements


"#4 $cnq - owns a lot of it personally & in the firm - has been testing investors patience - trading in & around support - hasn't been the strongest performer $imo $su $cnq - long-life assets are really attractive - the yields are attractive & will grow over time"  
[X Link](https://x.com/BeegJj/status/1978882015718986148) [@BeegJj](/creator/x/BeegJj) 2025-10-16T17:53Z 4196 followers, XXX engagements


"#5 - he'd be accumulating $cnq here into the lead-up to a seasonally stronger period"  
[X Link](https://x.com/BeegJj/status/1978882556457062523) [@BeegJj](/creator/x/BeegJj) 2025-10-16T17:55Z 4197 followers, XXX engagements


"#6 $imo - has been the leader for the large-caps over the year - going through a restructuring - looking at cost savings - long-run this is a great asset - balance sheet is where they want it - great dividend growth - increased the dividend by XX% a year over the last X years"  
[X Link](https://x.com/BeegJj/status/1978883600805191775) [@BeegJj](/creator/x/BeegJj) 2025-10-16T17:59Z 4195 followers, XXX engagements


"#1 Andrew Pyle Sr. Investment Advisor & Portfolio Manager CIBC Wood Gundy $arx.to - the company has meandered - getting close to its Year's lows - analysts see that the upside potential is great - oil is probably trading at the lows of its range - is constructive on Energy"  
[X Link](https://x.com/BeegJj/status/1979174880630161920) [@BeegJj](/creator/x/BeegJj) 2025-10-17T13:17Z 4196 followers, 4862 engagements


"#2 $arx.to (cont) - trading at attractive levels - a good name if you're looking longer-term at a good valuation - lower oil prices will curtail production down the road - will self-correct those over supply concerns - thinks oil will stabilize"  
[X Link](https://x.com/BeegJj/status/1979176126338519158) [@BeegJj](/creator/x/BeegJj) 2025-10-17T13:22Z 4196 followers, XXX engagements


"Added to my Clearwater gang. Bought shares in $hwx.to $sgy.to $tve.to and even back into $bte.to 😯 To top it off I bought shares of $ath.to 🤩"  
[X Link](https://x.com/BeegJj/status/1979204123648999680) [@BeegJj](/creator/x/BeegJj) 2025-10-17T15:13Z 4195 followers, 3574 engagements


"@Mroleum Already have lots of $cnq. My $cve is in my $meg shares"  
[X Link](https://x.com/BeegJj/status/1979206377257021523) [@BeegJj](/creator/x/BeegJj) 2025-10-17T15:22Z 4195 followers, XXX engagements


"#1 Ryan Bushell CEO & Portfolio Manager NewHaven Asset Mgmt was on Marketcall His top picks : $aqn.to $ppl.to $kbl.to I'll cover his comments on $tve.to $cnq $su $tpz.to $bte.to $fru.to $tou $tve.to - prefers larger caps (safety durability) (cont)"  
[X Link](https://x.com/BeegJj/status/1979246991935676622) [@BeegJj](/creator/x/BeegJj) 2025-10-17T18:03Z 4195 followers, 4293 engagements


"#5 $tou.to - very good at getting NG to other price hubs - storage in AB has really filled up - will take time for LNG Canada - took 7-10 days for X tanker - the last X tankers took X days each - train X is scheduled soon - owns $arx.to - a long-term structural play"  
[X Link](https://x.com/BeegJj/status/1979251277226770594) [@BeegJj](/creator/x/BeegJj) 2025-10-17T18:20Z 4195 followers, XXX engagements


"#6 $su - you've seen some rotation within the big integrated $cve $su $imo & to a lesser degree $cnq which has no refining - IMO been the big performer this year - one performs well & the $ moves there (like banks) - doesn't own - owns $cnq which is a better company(cont)"  
[X Link](https://x.com/BeegJj/status/1979252581114277890) [@BeegJj](/creator/x/BeegJj) 2025-10-17T18:26Z 4195 followers, XXX engagements


"#7 $su (cont) - well managed - Rich Kruger has done a great job - better safety record - prefers CNQ's assets"  
[X Link](https://x.com/BeegJj/status/1979253032375218510) [@BeegJj](/creator/x/BeegJj) 2025-10-17T18:27Z 4195 followers, XXX engagements


"#8 $cnq - I don't see us ever selling it - really well managed - really good assets - it will ebb & flow with the commodity price - they've their dividend for XX consecutive years - remarkable for an oil company - mgmt is focused on SHs (cont)"  
[X Link](https://x.com/BeegJj/status/1979254278440018405) [@BeegJj](/creator/x/BeegJj) 2025-10-17T18:32Z 4195 followers, XXX engagements


"#9 $cnq (cont) - did a big acquisition of the rest of the AOS - that will the FCF even more - also sees a pretty positive mid to long-term setup for the commodity - no problem buying it today tomorrow & for the forseeable future"  
[X Link](https://x.com/BeegJj/status/1979255386315063555) [@BeegJj](/creator/x/BeegJj) 2025-10-17T18:37Z 4195 followers, XXX engagements


"#10 $fru.to - could be a short-term weakness on oil prices - medium to longer-term setup looks good for oil - likes it - owns it - likes the dividend - don't expect much capital gains - steady - quite defensive (a royalty) - a happy owner going forward"  
[X Link](https://x.com/BeegJj/status/1979256249913852034) [@BeegJj](/creator/x/BeegJj) 2025-10-17T18:40Z 4195 followers, XXX engagements