[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.] [@tsxman](/creator/twitter/tsxman) "$HR.UN CEO & CFO will make out like bandits if the REIT is sold under 'change of control.' Tom Hofstedter is 72-years old and holds $XX million worth of units. Aside from CEO no trustee is over their head in ownership w/ mostly all under $1m worth"  [@tsxman](/creator/x/tsxman) on [X](/post/tweet/1945602692421698041) 2025-07-16 21:53:24 UTC 10.5K followers, 1385 engagements "@VanIsleInvestor I started loading it last week. Was planning to buy more on the ex div drop but it never happened. $RCI.B due for a big gap up. Anybody holding $T.TO should dump and swap especially ahead of the looming MLSE monetization which will make the discount even more extreme then now"  [@tsxman](/creator/x/tsxman) on [X](/post/tweet/1932444538586398770) 2025-06-10 14:27:35 UTC 10.5K followers, XXX engagements "$HR.UN unit price tells you K2 concerns are real in having board with no alignment keep data re process secret from unitholders on potential offers. Reminds me of $MEG.To where board interest is to ensure no deal takes place to protect own positions"  [@tsxman](/creator/x/tsxman) on [X](/post/tweet/1945545673098580257) 2025-07-16 18:06:49 UTC 10.5K followers, 1094 engagements "Started doing some research on the Canadian telecoms (which felt like *very obvious* bad places to be for the past few years during the price war). Looks like $RCI.B $BCE.TO $CGO.TO trading at multiple troughs. Can any teleco bros tell me what the bear case from here is"  [@tsxman](/creator/x/tsxman) on [X](/post/tweet/1931477547964899607) 2025-06-07 22:25:07 UTC 10.5K followers, 6195 engagements "$HR.UN still trading at a XX% discount to IFRS NAV. Their current EV is around $5bn. If they sold the US residential and industrial assets to Blackstone at FMV it would be $5.8bn and you'd still have $3bn of retail/office assets left over plus $800mn if sold at NAV. R/R still very good. On previous calls H&R CEO described his retail assets as easily sellable and said they could be sold "anytime." H&R has better offices in better US markets then Canadian names so likely more liquid if they chose to sell them. Low quality/unaligned board seems to be the biggest risk. CEO has a lot of units"  [@tsxman](/creator/x/tsxman) on [X](/post/tweet/1944892510653808908) 2025-07-14 22:51:23 UTC 10.5K followers, 10.6K engagements "$BCE.TO & $RCI.B have been pitiful on a 5-year basis. Suspect $T.TO got the dividend dog bid in recent times as Bell cut and they raised. $QBR.B outperformed because of Freedom Mobil growth"  [@tsxman](/creator/x/tsxman) on [X](/post/tweet/1931478879203721460) 2025-06-07 22:30:24 UTC 10.5K followers, 1613 engagements "@TeddyGambino Calfrac's last presentation on their website is from 2019. That is what a sinking ship looks like"  [@tsxman](/creator/x/tsxman) on [X](/post/tweet/1385735969236791299) 2021-04-23 23:22:55 UTC 10.5K followers, XX engagements "$REI.UN $RIOCF with a rare insider buy. Former Riocan CEO Edward Sonshine adds $337200 worth of units to his RRIF. I guess there is a price for everything"  [@tsxman](/creator/x/tsxman) on [X](/post/tweet/1920579780799308035) 2025-05-08 20:41:17 UTC 10.5K followers, 3049 engagements "$PSK.TO Prairiesky Royalty with a X% dividend hike. Unlikely to get too many people excited. Good thing is only a XX% payout ratio and still solid deleveraging. Record oil royalty production and they stole the senior energy equity analyst from BMO Mike Murphy"  [@tsxman](/creator/x/tsxman) on [X](/post/tweet/1757252430662693344) 2024-02-13 03:56:42 UTC 10.5K followers, 2054 engagements ".@KonekoResearch thinks $XXXXX is a likely outcome for $HR.UN and that's assuming a big IFRS NAV discount. He thinks industrial and residential can probably be sold for very close to FMV:"  [@tsxman](/creator/x/tsxman) on [X](/post/tweet/1944940716087762976) 2025-07-15 02:02:56 UTC 10.5K followers, 3345 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@tsxman
"$HR.UN CEO & CFO will make out like bandits if the REIT is sold under 'change of control.' Tom Hofstedter is 72-years old and holds $XX million worth of units. Aside from CEO no trustee is over their head in ownership w/ mostly all under $1m worth"
@tsxman on X 2025-07-16 21:53:24 UTC 10.5K followers, 1385 engagements
"@VanIsleInvestor I started loading it last week. Was planning to buy more on the ex div drop but it never happened. $RCI.B due for a big gap up. Anybody holding $T.TO should dump and swap especially ahead of the looming MLSE monetization which will make the discount even more extreme then now" @tsxman on X 2025-06-10 14:27:35 UTC 10.5K followers, XXX engagements
"$HR.UN unit price tells you K2 concerns are real in having board with no alignment keep data re process secret from unitholders on potential offers. Reminds me of $MEG.To where board interest is to ensure no deal takes place to protect own positions" @tsxman on X 2025-07-16 18:06:49 UTC 10.5K followers, 1094 engagements
"Started doing some research on the Canadian telecoms (which felt like very obvious bad places to be for the past few years during the price war). Looks like $RCI.B $BCE.TO $CGO.TO trading at multiple troughs. Can any teleco bros tell me what the bear case from here is" @tsxman on X 2025-06-07 22:25:07 UTC 10.5K followers, 6195 engagements
"$HR.UN still trading at a XX% discount to IFRS NAV. Their current EV is around $5bn. If they sold the US residential and industrial assets to Blackstone at FMV it would be $5.8bn and you'd still have $3bn of retail/office assets left over plus $800mn if sold at NAV. R/R still very good. On previous calls H&R CEO described his retail assets as easily sellable and said they could be sold "anytime." H&R has better offices in better US markets then Canadian names so likely more liquid if they chose to sell them. Low quality/unaligned board seems to be the biggest risk. CEO has a lot of units" @tsxman on X 2025-07-14 22:51:23 UTC 10.5K followers, 10.6K engagements
"$BCE.TO & $RCI.B have been pitiful on a 5-year basis. Suspect $T.TO got the dividend dog bid in recent times as Bell cut and they raised. $QBR.B outperformed because of Freedom Mobil growth" @tsxman on X 2025-06-07 22:30:24 UTC 10.5K followers, 1613 engagements
"@TeddyGambino Calfrac's last presentation on their website is from 2019. That is what a sinking ship looks like" @tsxman on X 2021-04-23 23:22:55 UTC 10.5K followers, XX engagements
"$REI.UN $RIOCF with a rare insider buy. Former Riocan CEO Edward Sonshine adds $337200 worth of units to his RRIF. I guess there is a price for everything" @tsxman on X 2025-05-08 20:41:17 UTC 10.5K followers, 3049 engagements
"$PSK.TO Prairiesky Royalty with a X% dividend hike. Unlikely to get too many people excited. Good thing is only a XX% payout ratio and still solid deleveraging. Record oil royalty production and they stole the senior energy equity analyst from BMO Mike Murphy" @tsxman on X 2024-02-13 03:56:42 UTC 10.5K followers, 2054 engagements
".@KonekoResearch thinks $XXXXX is a likely outcome for $HR.UN and that's assuming a big IFRS NAV discount. He thinks industrial and residential can probably be sold for very close to FMV:" @tsxman on X 2025-07-15 02:02:56 UTC 10.5K followers, 3345 engagements