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[@BeegJj](/creator/twitter/BeegJj)
"Mining Analysts Scotia Capital Top picks : $cs.to $cco.to $teck.b Recommendations for copper : $ero.to $fcx.to $hbm.to $ivn.to $lun.to $mtal Developers : $ascu $dml.to $ie.to $nxe.to O. Wowkodaw upgraded $lun.to to Outperform. pt to $XX from $XX $als.to $lif.to"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1825506443954434439) 2024-08-19 12:13:47 UTC 4004 followers, 2236 engagements


"#1 Ryan Bushell CEO & Portfolio Manager Newhaven Asset Mgmt was on BNN $cnq $arx.to $tou.to $cnq - his o&g recommendation - unparalleled dividend record in that space - mgmt team is one of the best anywhere in the world & in any sector - X% dividend with growth (cont)"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1946199713654419738) 2025-07-18 13:25:45 UTC 4004 followers, 7679 engagements


"#10 $wcp.to (cont) - you have to be patient - valuation is compelling that you should consider buying it here - collect the dividend - there's a reason why the stock price will be higher later"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943381727646212542) 2025-07-10 18:48:04 UTC 4004 followers, 1403 engagements


"Peer Group Comparisons by TD Cowen $aav $arx $bir $bte $kel $lgn $nva $pey $sde $tou $vet"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1920486510790353144) 2025-05-08 14:30:39 UTC 4004 followers, 2299 engagements


"#2 - already in 2025 rig count from XX to X & frack crews from X to X - at $XX Brent expected to deliver a $2B cash flow boost over 2025-2026 - deliberately tapping the brakes - going from a high-growth shale operation to a consistently funded cash cow"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1946149030167220530) 2025-07-18 10:04:21 UTC 4006 followers, XXX engagements


"#6 $cve (cont) - very high-quality business - the first stock that international investors buy is $cnq - a couple of stocks down on that list - still getting cheaper even though they're making all this $ - historical operating issues are being addressed - inexpensive (cont)"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943377915602751965) 2025-07-10 18:32:55 UTC 4004 followers, 1079 engagements


"Received my $XXX special dividend from $tou.to 🌞"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1926988562332827947) 2025-05-26 13:07:29 UTC 4005 followers, 2013 engagements


"#1 S. Mokhtari tax-loss selling candidates $doo.to $goos $mg.to $mre.to $mty.to $pet.to $mfi.to $aoi.to $bte $matr.to $noa.to $obe.to $pxt.to $pki.to $psi.to $vrn $vet.to $weed.to $tlry.to $ats $bldp.to $byd.to $cae $rch.to $tixt.to $bitf.to $lac $mx.to $ntr $agn.to $spb.to"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1851248445719269522) 2024-10-29 13:03:18 UTC 4005 followers, 7584 engagements


"#6 - oil sand mine has a big start-up costs - it can then run for decades with very low decline rates - $cnq at end of 2024 has proved & probable reserves amounting to 20.1B boe a lifespan of XX years - shale oil wells have low start-up costs - begins to decline within months"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945474444228534678) 2025-07-16 13:23:47 UTC 4004 followers, XXX engagements


"With Mitsubishi's XX% interest in LNG Canada they could certainly buy some interesting NG properties in for US$8B Just thinking out loud"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1934735373596295478) 2025-06-16 22:10:33 UTC 4004 followers, 1747 engagements


"#1 Q1/25 ER $tou $tou.to - record prod 637867 boe/d (147438 bpd of liquids) - CF $963M - FCF $149.1M - expects CF $3.9B & FCF $960M in 2025 - net earnings $212.7M EPS $XXXX - special dividend $0.35/share to be paid on May XX 2025 (cont)"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1920228725234262281) 2025-05-07 21:26:18 UTC 4004 followers, 3049 engagements


"#1 Greg Taylor Chief Investment Officer Penderfund Capital Mgmt $arx.to - been frustrating this year on the energy space - descent setup here for $arx - this space is getting more momentum - LNG Canada is ramping up - one of the most exposed to LNG exports"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945110306453066007) 2025-07-15 13:16:50 UTC 4004 followers, 3485 engagements


"#3 $tou.to (cont) - payout well covered by CF - even if gas prices remain soft it can still maintain its dividend - if prices recover stock could bounce quickly - for long-term investors who want exposure to energy with a mix of income & upside - disciplined growth strategy"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943714601058574828) 2025-07-11 16:50:48 UTC 4005 followers, XXX engagements


"#3 $cnq (cont) - it's at a relatively good level - oil prices will be higher later - hard to time that - $cnq.to is the one that you can sit on here collect the dividend & be there when the oil price is higher - doesn't see a catalyst in the next X months (cont)"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943373656236654647) 2025-07-10 18:16:00 UTC 4004 followers, 1142 engagements


"#2 $cnq (cont) - significant NG player but their oil is a larger position - income & stability - could wait till share price $XX (maybe) - wouldn't be too picky & would be happy here to own it at $42.62"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1946200506423968055) 2025-07-18 13:28:54 UTC 4004 followers, XXX engagements


"Ryan Bushell CEO & Portfolio Manager Newhaven Asset Mgmt - X dividend paying stocks that he likes $ppl.to $bce $bep-un - all off their highs - safety first - you're going to collect your yield - protected on a market downside"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1946192951979188719) 2025-07-18 12:58:52 UTC 4004 followers, 1795 engagements


"#1 - $cvx effectively reached its long-term production goal of 1M boe/d in the Permian - plans to hold production steady through 2040 - cutting rigs & frack crew - locking in $5B in annual free cash flow by 2027"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1946147952868687990) 2025-07-18 10:00:04 UTC 4004 followers, 4071 engagements


"Exactly X weeks later $scr.to has commenced its offer to acquire $meg.to - XXXX shares of $scr + $XXXX in cash per share of $meg - offer is open for acceptance until 5pm (mountain time) on Sept. XX 2025 - at yesterday's close = $XXXXX - $meg $24.71"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1928408752216031584) 2025-05-30 11:10:49 UTC 4004 followers, 6503 engagements


"#3 - would provide $meg.to SH synergies by being part of a larger company with multiple operations - would upgrade $scr.to to investment grade - would increase $scr's liquidity so that shares would be included on stock indexes - WEF owns XX% of $scr - to unwind further"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1947583027745337630) 2025-07-22 09:02:32 UTC 4004 followers, XX engagements


"#13 - generally inventories are low everywhere there's only that much crude is going to go down The remaining X minutes is on the exclusive look inside OPEC HQ in Vienna"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1947269862855778759) 2025-07-21 12:18:08 UTC 4004 followers, XXX engagements


"Bought shares of $emax. It's holdings are XX% US & XX% It uses a covered call strategy to enhance distributions. Good idea to own some U.S. O&G with all this tariff talks"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1888964364364886204) 2025-02-10 14:52:54 UTC 4006 followers, 2476 engagements


"#5 $cve - trying to restructure & clean things up like $su - they've been transparent - a great company - will make an awful lot of $ over the next 2-3 years - unlike the past C$ is weaker even on higher oil price - great margins - throwing off a lot of $ (cont)"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943376523173507271) 2025-07-10 18:27:23 UTC 4004 followers, 1058 engagements


"#7 $cve (cont) - don't wait for the stock to breakout - $tcw.to stock just went 🚀 on its acquisition - when stocks move now it can be dramatic - if you own it hold it - would be on his list"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943378760864018591) 2025-07-10 18:36:17 UTC 4004 followers, 1051 engagements


"#3 - ultimately no "skeletons in the closet" - largest purchases by CEOs were from $psk.to $wcp.to $tou.to - CEO $psk.to bought $1.68M worth of stock ($23.40/share) - Mike Rose $tou.to bought $2.21M worth of stock ($63/share) - G. Fagerheim $wcp bought $1.34M worth of stock"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1930946771959554186) 2025-06-06 11:16:00 UTC 4006 followers, 1955 engagements


"#2 $cnq (cont) - tariffs slowing things down - they're gumming up global supply chains - OPEC is increasing production into this - to much oil right now & going into the fall - oil has a way of tightening itself up - X% dividend - the stock he wants to own for this exposure(con)"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943372590153715965) 2025-07-10 18:11:46 UTC 4004 followers, 1067 engagements


"@trend_bullish XXX% agree. One issue for me are those terrible Trump tariffs. Without those threats we'd already be so much higher"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1947271987778241011) 2025-07-21 12:26:35 UTC 4004 followers, XXX engagements


"Buybacks June 2025 $cve They boughtback 3913212 of their shares. Y-T-D they've boughtback XXXX% of their shares Annualized 2.21%"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943431764678201350) 2025-07-10 22:06:54 UTC 4006 followers, 5157 engagements


"@BB19043 Me X Long-term means more than a couple of months for me. $tou.to is top notch in my book"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1944100615937835447) 2025-07-12 18:24:41 UTC 4008 followers, XXX engagements


"$ppl $ppl.to - Buy C$66 - remains best idea for midstream exposure - expects a quiet quarter with a X% increase in the dividend - visibility to several potential catalysts near term - well positioned to weather prevailing macro uncertainty - trades below 10-yr mean on"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1914654225914544428) 2025-04-22 12:15:14 UTC 4007 followers, 2065 engagements


"Scotiabank top XX picks Added $ceu $paas $cg $fvi $sil $img $ngd Joins $ses $ath $imo $su $arx $meg $hwx $hbm $k $dpm $sj $atrl $bdgi $lnr $bbu.un $dol $nwc $cwb $gsy $ffh $mfc $cls $ala Deleted $cix $onex $eqb $matr $ftt $csh.un $stn"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1808878049246478636) 2024-07-04 14:58:28 UTC 4004 followers, 5703 engagements


"#1 $su.to vs $cnq.to - X powerhouses - major players with long-term staying power that reward SH well $su - integrated - that diversification helps smooth out the ups & downs of oil prices - when crude refining margins can cushion the blow (cont)"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1942549446744826141) 2025-07-08 11:40:53 UTC 4004 followers, 5910 engagements


"Buybacks June 2025 The impressive ones : $obe.to $tcw.to $ipco.to $pd.to $tve.to $ath.to $nva.to $meg.to they stopped in early April $su.to"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943436795514921068) 2025-07-10 22:26:54 UTC 4008 followers, 4521 engagements


"#1 $tou.to 🤩 I own shares - could provide decades of stable income - strong fundamentals - long-term vision - looks well positioned for a comeback - largest NG producer - flush with $ - rewarding SH generously - Q1/25 record production"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943712006772494552) 2025-07-11 16:40:29 UTC 4005 followers, 2900 engagements


"#4 $tou.to $arx.to (cont) - short-term volatility is offering an opportunity in $tou $arx - prefers $arx a little bit better because of its more organic growth potential"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1946202087060041791) 2025-07-18 13:35:10 UTC 4004 followers, 1266 engagements


"#1 first: inside an $8B fund manager's playbook Garey Aitken Head of equities at Franklin Templeton's ClearBridge Investments His Pro Picks: $cnq $cnr $fts.to Also covers $dol.to $pki.to $atd.to $cpx.to $csu.to"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1915745403460370939) 2025-04-25 12:31:11 UTC 4005 followers, 6088 engagements


"#1 Jamie Murray President Murray Wealth Group was on BNN $arx.to - a great company - one of the best performers in the last 12-18 months in - a couple of weeks ago it sold off - news that maybe they're drilling results wasn't quite as strong as expected still healthy"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943660547515265237) 2025-07-11 13:16:00 UTC 4005 followers, 4116 engagements


"#3 - perfectly aligned with rising SH demands & Trump-era push for domestic output - shale slowdown becomes a national headline - Permian XX% of U.S. tight-oil growth - $cvx plateau signals broader flattening - capital priorities are shifting - $cvx has trimmed upstream budgets"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1946150496525242711) 2025-07-18 10:10:10 UTC 4006 followers, XXX engagements


"#4 $cnq (cont) - there's always a possible geopolitical shock - there's enough oil out there - likes to own stocks that no one wants & the story is negative - this is when you buy it collect the dividend & wait"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943374515234394363) 2025-07-10 18:19:25 UTC 4004 followers, 1089 engagements


"$tou $tou.to - Buy C$75 - is prudently backing off the pace of new additions in H1 - production - CFPS generally inline - made X acquisitions - remains a top pick along with $arx.to $bir.to"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1920474880601891005) 2025-05-08 13:44:26 UTC 4004 followers, 1249 engagements


"#5 - $cvx shift to capital discipline could redefine how U.S. shale is valued going forward - oil majors are playing the the long game & that game is now about returns not just volume"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1946152239183106078) 2025-07-18 10:17:06 UTC 4006 followers, XXX engagements


"#8 - $cnq $su $cve $imo $meg excluding lease liabilities have a combined net debt of C$33.9B - they've paid down C$22B in debt between 2021 & 2024 - " oil sands producers are an increasingly attractive investment those looking to make $ from the Energy industry" - KB"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945477577532936363) 2025-07-16 13:36:14 UTC 4004 followers, XXX engagements


"#5 - still getting paid handsomely while you wait - risk is higher - if oil drops sharply its earnings take a bigger hit - proven its ability to manage costs & debt - continues to reinvest that produce at a low breakeven price - not reckless growth; it's disciplined expansion"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1942553947337605266) 2025-07-08 11:58:46 UTC 4007 followers, 1033 engagements


"#9 - they see a tight market continuing into 2H/25 - OPEC sees 1.3M of demand growth - they're cautious on non-OPEC supply growth (U.S. Brazil etc) - if you believe this than we'll need more OPEC barrels & they're supplying it"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1947266472423612814) 2025-07-21 12:04:40 UTC 4004 followers, XXX engagements


"#2 $su.to (cont) - it also limits the upside when oil price surges - market cap $64B - dividend XXX% - one of the most stable energy stocks in $cnq.to - more of a pure play in o&g production - doesn't refine or sell end products - more sensitive in oil price swings"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1942550599238561888) 2025-07-08 11:45:28 UTC 4007 followers, XXX engagements


"#4 - $cnq has a long track record of increasing its dividend It comes down to what kind of exposure you want $su - stability & lower volatility - great for conservative investors looking for long-term income $cnq - offers more torque - you'll feel the upside more clearly"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1942552684470624575) 2025-07-08 11:53:45 UTC 4007 followers, XXX engagements


"#10 Helima Croft Global Head of Commodity Strategy RBC Capital Markets - not a lot of conversation about market dynamics & the war - very focused on this broader transition story - smaller additions by OPEC+ than the headline numbers"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1947267451156066389) 2025-07-21 12:08:33 UTC 4004 followers, XXX engagements


"#4 - focusing more on dividends & buybacks - its mineral rights edge is enormous - about XX% of its Permian output requires no royalty payouts - rig counts are sliding - U.S. activity has declined for XX straight weeks -"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1946151594556272830) 2025-07-18 10:14:32 UTC 4006 followers, XXX engagements


"#1 Grant White Portfolio Manager & Investment Advisor IA Private Wealth $psk.to - buy - a really interesting opportunity - a royalty - doesn't have to deal with the mgmt operations & costs associated with energy producers (cont)"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945505002283229231) 2025-07-16 15:25:12 UTC 4005 followers, 2171 engagements


"#12 Amrita Sen Founder Energy Aspects - everyone is worried at what is coming for the oil market - people came into the year very bearish - actually inventories are very low - too soon to be bearish on forward balances - products stocks are also low"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1947269156044206292) 2025-07-21 12:15:19 UTC 4004 followers, XXX engagements


"Analysts changes $tixt.to $ac.to $bdgi.to $cae.to $cp $cgx.to $fsz.to $sii.to $cix.to $psk.to"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1813566575112511678) 2024-07-17 13:29:00 UTC 4006 followers, 1196 engagements


"#9 Kevin Burkett Burkett Asset Mgmt - no geopolitically risk - some very appealing characteristics around productivity & costs - owns shares of $cnq $cve"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945478261582016675) 2025-07-16 13:38:57 UTC 4004 followers, XXX engagements


"#8 $wcp.to - liked the merger with $vrn.to - consolidation is great - you'll continue to see consolidation - probably going down to a handful of companies - doing a really good job - would be on the list of X companies just below $cnq to buy - have patience - doesn't own(cont)"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943379947986235792) 2025-07-10 18:41:00 UTC 4004 followers, 1012 engagements


"#2 $arx.to (cont) - need to let it play out over the long run - well run - doesn't own it - owns $wcp.to $tou.to which are comparable - can't argue with either $wcp or $arx as both will move with the commodity over the longer term"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943661650361319672) 2025-07-11 13:20:23 UTC 4005 followers, 1332 engagements


"Jerome Dubreuil Desjardins on telecoms - $rci.b top pick for long-term-oriented investors - followed by $QBR.B $t.to - recommends $cca before Q3 $bce Hold to $XX from $XX $cca Hold to $XX from $XX $rci.b Buy to $XX from $XX $qbr.b Buy $XX $t.to Buy $25"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1844711286082293831) 2024-10-11 12:06:58 UTC 4007 followers, 2385 engagements


"#1 Bill Harris President & Portfolio Manager Avenue Investment Mgmt was on Marketcall Top picks $ppl.to $tou.to $auc:asx He also covered $cnq $cve $wcp.to which I'm posting here $cnq - X years ago Energy stocks were the place you had to be - since then they've been sliding"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943371452033449984) 2025-07-10 18:07:14 UTC 4004 followers, 10.7K engagements


"#7 - the most productive wells have been exhausted - drilling now onto secondary areas - need to drill more wells to achieve the same output = costs - oil sands have paid down debt in the past X years - allowing them to reward SH with dividends & buybacks"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945475493056192768) 2025-07-16 13:27:57 UTC 4004 followers, XXX engagements


"#2 - $meg calls the bid inadequate - would expose its investors to "inferior assets" - also started a strategic review - $meg 100k bpd from its Christina Lake - $scr.to 120k barrels of daily production - the deal would make $scr a major heavy oil producer"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1947581318298054774) 2025-07-22 08:55:45 UTC 4004 followers, XX engagements


"Brian Belski BMO on his N.A. Dividend Income Guided Portfolio Some of the names $t.to $ctc-a $enb $su $bam $na $pow.to $td $ry $cnr.to $ema.to"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1930235339794239884) 2025-06-04 12:09:01 UTC 4004 followers, 1131 engagements


"#8 Bob McNally Founder & President Rapidan Energy Group - interesting divergence - reasonable people can differ on where the fundamentals on oil are going later this decade - OPEC+ increasing their tapering is putting their barrels where there mouth is (411k to 538k bpd)"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1947265566370119942) 2025-07-21 12:01:04 UTC 4004 followers, XXX engagements


"#2 $tou.to (cont) - quarterly dividend $0.50/share + special dividends - also re-investing - added more scale in the Montney Basin where it already dominates - NG prices are a key variable - reasons to be optimistic - strong balance sheets - disciplined capital spending"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943713145832243352) 2025-07-11 16:45:01 UTC 4008 followers, XXX engagements


"#1 - $scr.to plans to issue a special dividend & increase the liquidity of shares traded should its $meg.to bid fail - buying $meg is not "Plan A" - a C$6.6B hostile takeover attempt - looking at issuing a special dividend C$10/share"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1947579751058616826) 2025-07-22 08:49:31 UTC 4004 followers, XXX engagements


"Opened a new position in $sde.to It joins my other NG Producers : $pey.to $tou.to $arx.to $bir.to $kel.to $nva.to These are my Seven Samurai kicking gASS 🌞 The Seven Samurai is in my top XX of all-time movies 🤩"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1930995707692884042) 2025-06-06 14:30:27 UTC 4005 followers, 2824 engagements


"#3 $tou.to - likes it - doesn't own - owns $arx.to - $tou is digesting some acquisitions - huge asset base - with the ramp up of LNG Canada & others he likes all NG producers on a long-term basis (cont)"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1946201462691746011) 2025-07-18 13:32:42 UTC 4004 followers, 1390 engagements


"#1 - investment in was $80B in 2014 now it's $30B - Alberta's oilpatch continues to make billions in profits - much of that $ is going to SH & not into major expansions - $su Fort Hills mine the last major oilsands facility opened in 2018"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945806089951355346) 2025-07-17 11:21:37 UTC 4008 followers, 8219 engagements


"#11 $tou.to - by 2026 might actually get a tighter gas market - an incredible successful company - if that tightening does happen you have to own something - production growing - getting a total 5-6% dividend while you wait - highest quality company you can find"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943382781628710921) 2025-07-10 18:52:16 UTC 4004 followers, 1284 engagements


"#1 - oil sands benefit from geology technology & cost-cutting measures - lower breakeven prices than U.S. shale producers Breakeven Prices in WTI US$ $cnq $XXXX $cve $XXXX $imo $XXXX $meg $XXXX $su $XXXX U.S. producers $60"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945466411423313948) 2025-07-16 12:51:52 UTC 4004 followers, 9014 engagements


"#6 - there pick for one stock to benefit from higher oil is $cnq - higher dividend income - stronger earnings growth - more exposure to crude prices - not a short-term trade - a long-term winner if you don't mind a little extra volatility in exchange for a whole lot of upside"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1942555066684301701) 2025-07-08 12:03:13 UTC 4007 followers, 1064 engagements


"#3 $cnq (cont) - market cap $91B - one of largest companies by value - dividend XXX% - $cnq forward price-to-earnings ratio XXXX - fairly low for an energy stock with this kind of profit growth & payout - $su valuation is a bit higher"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1942551599747908076) 2025-07-08 11:49:26 UTC 4007 followers, XXX engagements


"Sam Crittenden RBC on Copper Favorite ideas : $cs.to $hbm.to Risk/reward opportunities : $ivn.to as they work to restart the Kakula mine $fm.to if there is progress in Panama towards a restart"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1930316182894072007) 2025-06-04 17:30:16 UTC 4005 followers, 2959 engagements


"#5 - X four-legged robots save $imo C$30M a year - $imo $su have switched to autonomous mining vehicles - X biggest oil sands can breakeven & still maintain their dividend at WTI US$43.10-$40.85 - XXX o&g companies in Texas New Mexico & Louisiana need WTI $XX to make $"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945473306351554578) 2025-07-16 13:19:16 UTC 4004 followers, XXX engagements


"Top XX short positions for large caps $imo.to $gwo.to $bce.to $trp.to $mg.to $ppl.to $t.to $qsr.to $rci-b.to $cm.to As previously mentioned if you short a stock you have to pay its dividend. Their's some mighty big dividend yields in these stocks"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1829125840577167450) 2024-08-29 11:55:58 UTC 4004 followers, 2734 engagements


"#4 $tou.to (cont) - low-cost operations - SH-friendly mgmt continues to reward patient investors - reliable well-managed - has room to rebound when gas markets tightens - might be one of the best options on the TSX today"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943715407191265663) 2025-07-11 16:54:00 UTC 4005 followers, XXX engagements


"#2 - the other is $tou.to - both are good operators & are more disciplined now - doing a good job returning $ to SH - a good story here - NG exposure in is not a bad place to be - $tou.to $arx.to are good ones to have"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945111220987498652) 2025-07-15 13:20:28 UTC 4004 followers, XXX engagements


"Hitting 52-week highs $enb $bns $wcn $gwo $dol $pow $cls $dsg $x $igm $onex $cwb $bbu.un $ses $mda $cca $jwel"  
![@BeegJj Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1558050961788207104.png) [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1856315485408677896) 2024-11-12 12:37:55 UTC 4008 followers, 1483 engagements