[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.] #  @BeegJj BeegJJ BeegJJ posts on X about $cnq, $su, $touto, $arxto the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1558050961788207104/interactions)  - X Week XXXXXX +137% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +5.20% - X Year XXXXXXXXX +7.20% ### Mentions: XX [#](/creator/twitter::1558050961788207104/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX no change - X Year XXXXX +31% ### Followers: XXXXX [#](/creator/twitter::1558050961788207104/followers)  - X Week XXXXX +0.63% - X Month XXXXX +1.20% - X Months XXXXX +13% - X Year XXXXX +43% ### CreatorRank: XXXXXXX [#](/creator/twitter::1558050961788207104/influencer_rank)  ### Social Influence [#](/creator/twitter::1558050961788207104/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [currencies](/list/currencies) #1858 [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$cnq](/topic/$cnq) #2, [$su](/topic/$su) #1, [$touto](/topic/$touto) 6.14%, [$arxto](/topic/$arxto) 5.78%, [$cve](/topic/$cve) #1, [$birto](/topic/$birto) 3.25%, [stocks](/topic/stocks) #3069, [$nvato](/topic/$nvato) 2.89%, [$imo](/topic/$imo) #1, [$peyto](/topic/$peyto) XXXX% **Top accounts mentioned or mentioned by** [@fuzzybe02910905](/creator/undefined) [@lauriestamp](/creator/undefined) [@merlice1](/creator/undefined) [@jim_duffus](/creator/undefined) [@bubleqe](/creator/undefined) [@tonyhatzis](/creator/undefined) [@bb19043](/creator/undefined) [@realpeterlinder](/creator/undefined) [@forwhat98296552](/creator/undefined) [@jleqc](/creator/undefined) [@pjreddy](/creator/undefined) [@ericnuttall](/creator/undefined) [@sanitynow4](/creator/undefined) [@realrickrule](/creator/undefined) [@goldroyalties](/creator/undefined) [@rumcoke192361](/creator/undefined) [@freedomprocess](/creator/undefined) [@kaebly](/creator/undefined) [@rider8910](/creator/undefined) [@jimduffus](/creator/undefined) **Top assets mentioned** [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Suncor Energy, Inc. (SU)](/topic/$su) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Imperial Oil Limited (IMO)](/topic/$imo) [Baytex Energy Corp. (BTE)](/topic/$bte) [Scroll (SCR)](/topic/$scr) [Alanyaspor Fan Token (ALA)](/topic/$ala) [PPL Corp (PPL)](/topic/$ppl) [BCE, Inc. (BCE)](/topic/$bce) [VeChain (VET)](/topic/$vet) [Birake (BIR)](/topic/$bir) [Devon Energy Corp (DVN)](/topic/$dvn) [Ovintiv, Inc. (OVV)](/topic/$ovv) [Oxygen (OXY)](/topic/$oxy) [Copiosa Coin (COP2)](/topic/$cop) [Eroscoin (ERO)](/topic/$ero) [Investin (IVN)](/topic/$ivn) [Ccore (CCO)](/topic/$cco) [Teck Resources Limited (TECK)](/topic/$teck) [FTX Token (FTT)](/topic/$ftt) [Newscrypto Coin (NWC)](/topic/$nwc) ### Top Social Posts [#](/creator/twitter::1558050961788207104/posts) --- Top posts by engagements in the last XX hours "What hasn't cooldown has been those NG stocks $arx.to $bir.to $pey.to $nva.to & others. Kicking gASS baby 🤩"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1934737219962466774) 2025-06-16 22:17:53 UTC 3995 followers, 5774 engagements "$key.to - Hold C$45 - strong Q1 - near-term challenges & a pattern of conservatism - business update features progress on previously disclosed initiatives"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1922982587179389145) 2025-05-15 11:49:10 UTC 3994 followers, XXX engagements "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](/creator/x/BeegJj) on [X](/post/tweet/1825506443954434439) 2024-08-19 12:13:47 UTC 4000 followers, 2214 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](/creator/x/BeegJj) on [X](/post/tweet/1943381727646212542) 2025-07-10 18:48:04 UTC 4000 followers, 1389 engagements "Found a picture of what one of those XXX automated vehicles will be hauling for $su $su.to 😉"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943402032125083987) 2025-07-10 20:08:45 UTC 4000 followers, XXX engagements "Peer Group Comparisons by TD Cowen $aav $arx $bir $bte $kel $lgn $nva $pey $sde $tou $vet"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1920486510790353144) 2025-05-08 14:30:39 UTC 4002 followers, 2211 engagements "#3 - small amount to growth capital - IEA showing oil demand plateauing in the 2030s & then gradually coming down - "Does it makes sense globally to invest massively in expanding oil production in this context""  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945808318762533323) 2025-07-17 11:30:29 UTC 4002 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](/creator/x/BeegJj) on [X](/post/tweet/1943377915602751965) 2025-07-10 18:32:55 UTC 4002 followers, 1066 engagements "#4 - future investments depends on the resource & on market access & access to capital & on skill in the workforce - is one of the most competitive places in the world for investment & we have a lot of running room left - world sees peak oil in the mid-2030s"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945809632728900056) 2025-07-17 11:35:42 UTC 4002 followers, XXX engagements "Received my $XXX special dividend from $tou.to 🌞"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1926988562332827947) 2025-05-26 13:07:29 UTC 3996 followers, 2009 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](/creator/x/BeegJj) on [X](/post/tweet/1945474444228534678) 2025-07-16 13:23:47 UTC 4002 followers, XXX 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](/creator/x/BeegJj) on [X](/post/tweet/1945110306453066007) 2025-07-15 13:16:50 UTC 4002 followers, 3428 engagements "#2 - giant shovels driverless trucks & dog-like robots help to make oil sands become some of the N.A.'s lowest-cost oil producers - oil sands industry finds itself in a position of strength as global oil industry enters a downturn"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945468098506534913) 2025-07-16 12:58:34 UTC 4002 followers, XXX 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](/creator/x/BeegJj) on [X](/post/tweet/1943714601058574828) 2025-07-11 16:50:48 UTC 3995 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](/creator/x/BeegJj) on [X](/post/tweet/1943373656236654647) 2025-07-10 18:16:00 UTC 4002 followers, 1135 engagements "TD Cowen provided this E&P Sector Dividend Yields vs Payout Ratios in their N.A. coverage universe $wcp.to $pey.to $tou.to $vet.to $scr.to $cnq $su $imo $cve $meg.to $bir.to $bte $ovv $arx.to $oxy $cop $dvn & more"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1922279736023138600) 2025-05-13 13:16:17 UTC 4002 followers, 6960 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](/creator/x/BeegJj) on [X](/post/tweet/1928408752216031584) 2025-05-30 11:10:49 UTC 3995 followers, 6501 engagements "Orest Wowkodaw Scotia - prefers exposure to larger miners with high-quality assets & strong balance sheets with attractive valuations : $cco $ivn $teck - higher-risk mid-cap miners $cia $cs.to (favorite) $ero $hbm.to $lun.to $mtal look attractive & remain discounted"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1922980910036615417) 2025-05-15 11:42:30 UTC 3999 followers, 1232 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](/creator/x/BeegJj) on [X](/post/tweet/1943376523173507271) 2025-07-10 18:27:23 UTC 4000 followers, 1040 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](/creator/x/BeegJj) on [X](/post/tweet/1943378760864018591) 2025-07-10 18:36:17 UTC 4002 followers, 1035 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](/creator/x/BeegJj) on [X](/post/tweet/1930946771959554186) 2025-06-06 11:16:00 UTC 4002 followers, 1950 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](/creator/x/BeegJj) on [X](/post/tweet/1943372590153715965) 2025-07-10 18:11:46 UTC 4002 followers, 1064 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](/creator/x/BeegJj) on [X](/post/tweet/1943431764678201350) 2025-07-10 22:06:54 UTC 4002 followers, 5024 engagements "@BB19043 Me X Long-term means more than a couple of months for me. $tou.to is top notch in my book"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1944100615937835447) 2025-07-12 18:24:41 UTC 4000 followers, XXX engagements "#1 $su - energy sector is a relatively stable place to invest - a few players dominate the space - market share continuing to lead the way - on fundamentals it's a real winner - a top dividend stock for long-term investors - dividend is well-covered"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943283471574794422) 2025-07-10 12:17:38 UTC 4000 followers, 3681 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](/creator/x/BeegJj) on [X](/post/tweet/1808878049246478636) 2024-07-04 14:58:28 UTC 4000 followers, 5690 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](/creator/x/BeegJj) on [X](/post/tweet/1942549446744826141) 2025-07-08 11:40:53 UTC 4000 followers, 5867 engagements "#22 $fru.to (cont) - good Q1 - U.S. volumes are growing - less risky because it's a royalty - trades at half the multiple of $psk.to - mispriced - royalties should have a premium but not this one"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1924959390718722187) 2025-05-20 22:44:17 UTC 3996 followers, XXX 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](/creator/x/BeegJj) on [X](/post/tweet/1943712006772494552) 2025-07-11 16:40:29 UTC 3998 followers, 2851 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](/creator/x/BeegJj) on [X](/post/tweet/1915745403460370939) 2025-04-25 12:31:11 UTC 4002 followers, 6085 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](/creator/x/BeegJj) on [X](/post/tweet/1943660547515265237) 2025-07-11 13:16:00 UTC 4000 followers, 4094 engagements "#1 Ryan Bushell Newhaven Asset Mgmt was on Marketcall His top X picks $bip-un $arx.to $npi.to $arx.to - not a short-term call - negative on oil prices - NG & NGL focused - fundamentals for NG looks good - the premier NG developer in - dividend growing (cont)"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1919806686119792799) 2025-05-06 17:29:16 UTC 4002 followers, 2845 engagements "My targets for m&a. There's many others $arx.to $nva.to $kel.to $bir.to $ath.to $meg.to $XX by $cve $su $imo I want some Clearwater mergers between $bte $hwx.to $tve.to $sgyto That's my list. 🌞"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1925197329012752466) 2025-05-21 14:29:46 UTC 3996 followers, 4812 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](/creator/x/BeegJj) on [X](/post/tweet/1943374515234394363) 2025-07-10 18:19:25 UTC 4000 followers, 1081 engagements "Aaron MacNeil Director Equity Research TD Cowen Top Picks in pipelines Favorite is $ppl.to Buy C$66 $enb.to Buy C$67 $trp.to Buy C$76 I've posted those reports previously"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1925204611511534056) 2025-05-21 14:58:42 UTC 3994 followers, 2942 engagements "$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](/creator/x/BeegJj) on [X](/post/tweet/1920474880601891005) 2025-05-08 13:44:26 UTC 3996 followers, 1248 engagements "Chris MacCulloch Desj $imo Hold $XX $tve.to Hold $X $wcp.to Hold $XX $arx.to Buy $XX $cnq Buy $XX $cve Buy $XX $su Buy $XX $tou.to Hold $XX - worried about $wcp.to dividend sustainability - XXX% payout at current strip pricing"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1929888792862773478) 2025-06-03 13:11:58 UTC 3995 followers, 5658 engagements "Top XX short positions for small caps $ac.to $goos.to $efr.to $acb.to $bitf.to $tlry.to $noa.to $weed.to $lgf-b:nyse $csiq:nasdaqGS"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1829123525912756708) 2024-08-29 11:46:46 UTC 4000 followers, 1644 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](/creator/x/BeegJj) on [X](/post/tweet/1945477577532936363) 2025-07-16 13:36:14 UTC 4002 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](/creator/x/BeegJj) on [X](/post/tweet/1942553947337605266) 2025-07-08 11:58:46 UTC 4002 followers, 1031 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](/creator/x/BeegJj) on [X](/post/tweet/1942550599238561888) 2025-07-08 11:45:28 UTC 4002 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](/creator/x/BeegJj) on [X](/post/tweet/1942552684470624575) 2025-07-08 11:53:45 UTC 4002 followers, XXX engagements "Ben Pham BMO Energy Infrastructure Has Outperform ratings on $ppl $ema $cu.to $h.to $ala.to $bep.un $aqn $npi.to $blx.to $aco-x.to"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1808873977135157315) 2024-07-04 14:42:18 UTC 3995 followers, 1443 engagements "4 of my NG stocks are hitting new 52-week highs today. 🌞 $arx.to $bir.to $nva.to $pey.to 🤩 LNG Canada baby"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1933231090699022403) 2025-06-12 18:33:04 UTC 3996 followers, 3040 engagements "RBC Capital Markets quantitative analyst Bish Koziol published a list of top domestic stocks. For growth: $ifc.to $qrb-b.to $doo.to $otex.to $eqb.to $sj.to $ala.to $cca.to $x.to $rch.to $cnq $erf.to $cve $tfii.to"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1788635239587148096) 2024-05-09 18:20:47 UTC 3994 followers, 2661 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](/creator/x/BeegJj) on [X](/post/tweet/1945505002283229231) 2025-07-16 15:25:12 UTC 4002 followers, 2048 engagements "March 2025 Buybacks $pxt $pxt.to bought back 200000 shares. Y-T-D they bought back XXXX% of their shares Annualized 2.16%"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1908124693199990951) 2025-04-04 11:49:12 UTC 3994 followers, 1806 engagements "#9 Kevin Burkett Burkett Asset Mgmt - no geopolitically risk - some very appealing characteristics around productivity & costs - owns shares of $cnq $cve"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945478261582016675) 2025-07-16 13:38:57 UTC 4002 followers, XXX engagements "Jean-Michel Gauthier Scotia has made X changes to its firm's quantitatively driven Top XX list of stock picks In : $ftt.to $qbr.b Out : $ceu.to $mfc.to Some of the other names in that list of XX $bir.to $nva.to $pey.to $arx.to $ath.to $lug.to $key.to"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1930232472689639469) 2025-06-04 11:57:38 UTC 4002 followers, 1293 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 $cnq to buy - have patience - doesn't own(cont)"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943379947986235792) 2025-07-10 18:41:00 UTC 4002 followers, XXX engagements "$psk $psk.to Increases the quarterly dividend by X% to $0.26/share 🌞 Expected to be effective for the March XX 2025 record date"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1889067278899048702) 2025-02-10 21:41:51 UTC 4002 followers, 1713 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](/creator/x/BeegJj) on [X](/post/tweet/1943661650361319672) 2025-07-11 13:20:23 UTC 4000 followers, 1285 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](/creator/x/BeegJj) on [X](/post/tweet/1844711286082293831) 2024-10-11 12:06:58 UTC 3994 followers, 2378 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](/creator/x/BeegJj) on [X](/post/tweet/1943371452033449984) 2025-07-10 18:07:14 UTC 4000 followers, 10.6K engagements "#1 Randy Oilenberger BMO - four-way 'Montney Mash' mega merger - need for consolidation in the Montney - $aav.to $bir.to $kel.to $nva.to - a merger between these Montney intermediates - potential tax savings through tax pools"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1901758582712123425) 2025-03-17 22:12:33 UTC 3994 followers, 10.5K 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](/creator/x/BeegJj) on [X](/post/tweet/1945475493056192768) 2025-07-16 13:27:57 UTC 4002 followers, XXX engagements "#3 - 2014-2015 international oil majors sold their interests in oil sands - among their most expensive projects - directed their capital to cheaper oil production - favored U.S. shale for its quicker drilling times & returns"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945469289852543265) 2025-07-16 13:03:18 UTC 4002 followers, XXX engagements "TD Cowen ratings & price targets for O&G Buys: $aav.to $arx.to $bir.to $bte.to $cnq $cve $fru.to $kel.to $lgn.v $meg $nva.to $pey.to $psk.to $su $sde.to $tou.to $tpz.to $vet.to Buys U.S. : $krp $vnom Holds: $ath.to $imo $scr.to"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1915394495446655293) 2025-04-24 13:16:48 UTC 4002 followers, 6245 engagements "#4 - since then technology & cost cutting have made oil sands among the cheapest producers - U.S. shale are dropping rigs slashing capex & laying off workers - companies making virtually no changes - $cve CEO "This is an industry that has become more resilient through time""  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945470538538799107) 2025-07-16 13:08:16 UTC 4002 followers, XXX 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](/creator/x/BeegJj) on [X](/post/tweet/1930235339794239884) 2025-06-04 12:09:01 UTC 4000 followers, 1120 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](/creator/x/BeegJj) on [X](/post/tweet/1943713145832243352) 2025-07-11 16:45:01 UTC 3996 followers, XXX engagements "Trading ex-dividend today $bce $ppl $ala $scr $pou $mx $bte $mrc $evt $wjx $mal $pne $ipo $pgic $meta $unh"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1835660860624154993) 2024-09-16 12:43:48 UTC 4000 followers, 2402 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](/creator/x/BeegJj) on [X](/post/tweet/1930995707692884042) 2025-06-06 14:30:27 UTC 4000 followers, 2822 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](/creator/x/BeegJj) on [X](/post/tweet/1945806089951355346) 2025-07-17 11:21:37 UTC 4002 followers, 1440 engagements "#11 $tou.to - by 2026 might actually get a tighter gas market - an incredible successful company - if that tightening does happen you have to own something - production growing - getting a total 5-6% dividend while you wait - highest quality company you can find"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1943382781628710921) 2025-07-10 18:52:16 UTC 4000 followers, 1266 engagements "#1 - oil sands benefit from geology technology & cost-cutting measures - lower breakeven prices than U.S. shale producers Breakeven Prices in WTI US$ $cnq $XXXX $cve $XXXX $imo $XXXX $meg $XXXX $su $XXXX U.S. producers $60"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945466411423313948) 2025-07-16 12:51:52 UTC 4002 followers, 7956 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](/creator/x/BeegJj) on [X](/post/tweet/1942555066684301701) 2025-07-08 12:03:13 UTC 4002 followers, 1060 engagements "#1 John Zechner Chairman J. Zechner Associates $arx.to - sold it a while ago - bought shares at $X - one of the better growth profiles out there - no longer has a discount multiple - short-term NG looks better than oil - NG is still a little over-supplied (cont)"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1934966094470709650) 2025-06-17 13:27:21 UTC 3995 followers, 4607 engagements "TD Cowen Investment Matrix for o&g Core - Oil: $cve $su - Gas: $tou.to - Mixed: $arx.to Growth - Oil: $meg Yield 🤩 - Oil: $fru.to - Gas: $pey.to - Mixed: $cnq Value - Gas: $sde.to - Mixed: $kel.to $nva.to"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1915386543977750872) 2025-04-24 12:45:12 UTC 4002 followers, 7899 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](/creator/x/BeegJj) on [X](/post/tweet/1942551599747908076) 2025-07-08 11:49:26 UTC 4002 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](/creator/x/BeegJj) on [X](/post/tweet/1930316182894072007) 2025-06-04 17:30:16 UTC 3997 followers, 2951 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 $"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945473306351554578) 2025-07-16 13:19:16 UTC 4002 followers, XXX engagements "$t.to Looking at acquiring full ownership of Telus Digital"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1933121516406800527) 2025-06-12 11:17:39 UTC 3995 followers, XXX engagements "#2 $psk.to (cont) - if you're optimistic on where energy is going energy demand & you think is going to play a role in it $psk is really well-positioned - a value opportunity here - it's getting overlooked - at a good price today"  [@BeegJj](/creator/x/BeegJj) on [X](/post/tweet/1945505905090408728) 2025-07-16 15:28:48 UTC 4002 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](/creator/x/BeegJj) on [X](/post/tweet/1829125840577167450) 2024-08-29 11:55:58 UTC 4001 followers, 2732 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](/creator/x/BeegJj) on [X](/post/tweet/1943715407191265663) 2025-07-11 16:54:00 UTC 3998 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](/creator/x/BeegJj) on [X](/post/tweet/1945111220987498652) 2025-07-15 13:20:28 UTC 4002 followers, XXX engagements
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@BeegJj BeegJJ
BeegJJ posts on X about $cnq, $su, $touto, $arxto the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +137%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +5.20%
- X Year XXXXXXXXX +7.20%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX no change
- X Year XXXXX +31%
Followers: XXXXX #
- X Week XXXXX +0.63%
- X Month XXXXX +1.20%
- X Months XXXXX +13%
- X Year XXXXX +43%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXXX% currencies #1858 cryptocurrencies XXXX% countries XXXX% technology brands XXXX%
Social topic influence $cnq #2, $su #1, $touto 6.14%, $arxto 5.78%, $cve #1, $birto 3.25%, stocks #3069, $nvato 2.89%, $imo #1, $peyto XXXX%
Top accounts mentioned or mentioned by @fuzzybe02910905 @lauriestamp @merlice1 @jim_duffus @bubleqe @tonyhatzis @bb19043 @realpeterlinder @forwhat98296552 @jleqc @pjreddy @ericnuttall @sanitynow4 @realrickrule @goldroyalties @rumcoke192361 @freedomprocess @kaebly @rider8910 @jimduffus
Top assets mentioned Canadian Natural Resources Limited (CNQ) Suncor Energy, Inc. (SU) Cenovus Energy Inc. (CVE) Imperial Oil Limited (IMO) Baytex Energy Corp. (BTE) Scroll (SCR) Alanyaspor Fan Token (ALA) PPL Corp (PPL) BCE, Inc. (BCE) VeChain (VET) Birake (BIR) Devon Energy Corp (DVN) Ovintiv, Inc. (OVV) Oxygen (OXY) Copiosa Coin (COP2) Eroscoin (ERO) Investin (IVN) Ccore (CCO) Teck Resources Limited (TECK) FTX Token (FTT) Newscrypto Coin (NWC)
Top Social Posts #
Top posts by engagements in the last XX hours
"What hasn't cooldown has been those NG stocks $arx.to $bir.to $pey.to $nva.to & others. Kicking gASS baby 🤩"
@BeegJj on X 2025-06-16 22:17:53 UTC 3995 followers, 5774 engagements
"$key.to - Hold C$45 - strong Q1 - near-term challenges & a pattern of conservatism - business update features progress on previously disclosed initiatives" @BeegJj on X 2025-05-15 11:49:10 UTC 3994 followers, XXX engagements
"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 on X 2024-08-19 12:13:47 UTC 4000 followers, 2214 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 on X 2025-07-10 18:48:04 UTC 4000 followers, 1389 engagements
"Found a picture of what one of those XXX automated vehicles will be hauling for $su $su.to 😉" @BeegJj on X 2025-07-10 20:08:45 UTC 4000 followers, XXX engagements
"Peer Group Comparisons by TD Cowen $aav $arx $bir $bte $kel $lgn $nva $pey $sde $tou $vet" @BeegJj on X 2025-05-08 14:30:39 UTC 4002 followers, 2211 engagements
"#3 - small amount to growth capital - IEA showing oil demand plateauing in the 2030s & then gradually coming down - "Does it makes sense globally to invest massively in expanding oil production in this context"" @BeegJj on X 2025-07-17 11:30:29 UTC 4002 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 on X 2025-07-10 18:32:55 UTC 4002 followers, 1066 engagements
"#4 - future investments depends on the resource & on market access & access to capital & on skill in the workforce - is one of the most competitive places in the world for investment & we have a lot of running room left - world sees peak oil in the mid-2030s" @BeegJj on X 2025-07-17 11:35:42 UTC 4002 followers, XXX engagements
"Received my $XXX special dividend from $tou.to 🌞" @BeegJj on X 2025-05-26 13:07:29 UTC 3996 followers, 2009 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 on X 2025-07-16 13:23:47 UTC 4002 followers, XXX 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 on X 2025-07-15 13:16:50 UTC 4002 followers, 3428 engagements
"#2 - giant shovels driverless trucks & dog-like robots help to make oil sands become some of the N.A.'s lowest-cost oil producers - oil sands industry finds itself in a position of strength as global oil industry enters a downturn" @BeegJj on X 2025-07-16 12:58:34 UTC 4002 followers, XXX 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 on X 2025-07-11 16:50:48 UTC 3995 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 on X 2025-07-10 18:16:00 UTC 4002 followers, 1135 engagements
"TD Cowen provided this E&P Sector Dividend Yields vs Payout Ratios in their N.A. coverage universe $wcp.to $pey.to $tou.to $vet.to $scr.to $cnq $su $imo $cve $meg.to $bir.to $bte $ovv $arx.to $oxy $cop $dvn & more" @BeegJj on X 2025-05-13 13:16:17 UTC 4002 followers, 6960 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 on X 2025-05-30 11:10:49 UTC 3995 followers, 6501 engagements
"Orest Wowkodaw Scotia - prefers exposure to larger miners with high-quality assets & strong balance sheets with attractive valuations : $cco $ivn $teck - higher-risk mid-cap miners $cia $cs.to (favorite) $ero $hbm.to $lun.to $mtal look attractive & remain discounted" @BeegJj on X 2025-05-15 11:42:30 UTC 3999 followers, 1232 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 on X 2025-07-10 18:27:23 UTC 4000 followers, 1040 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 on X 2025-07-10 18:36:17 UTC 4002 followers, 1035 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 on X 2025-06-06 11:16:00 UTC 4002 followers, 1950 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 on X 2025-07-10 18:11:46 UTC 4002 followers, 1064 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 on X 2025-07-10 22:06:54 UTC 4002 followers, 5024 engagements
"@BB19043 Me X Long-term means more than a couple of months for me. $tou.to is top notch in my book" @BeegJj on X 2025-07-12 18:24:41 UTC 4000 followers, XXX engagements
"#1 $su - energy sector is a relatively stable place to invest - a few players dominate the space - market share continuing to lead the way - on fundamentals it's a real winner - a top dividend stock for long-term investors - dividend is well-covered" @BeegJj on X 2025-07-10 12:17:38 UTC 4000 followers, 3681 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 on X 2024-07-04 14:58:28 UTC 4000 followers, 5690 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 on X 2025-07-08 11:40:53 UTC 4000 followers, 5867 engagements
"#22 $fru.to (cont) - good Q1 - U.S. volumes are growing - less risky because it's a royalty - trades at half the multiple of $psk.to - mispriced - royalties should have a premium but not this one" @BeegJj on X 2025-05-20 22:44:17 UTC 3996 followers, XXX 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 on X 2025-07-11 16:40:29 UTC 3998 followers, 2851 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 on X 2025-04-25 12:31:11 UTC 4002 followers, 6085 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 on X 2025-07-11 13:16:00 UTC 4000 followers, 4094 engagements
"#1 Ryan Bushell Newhaven Asset Mgmt was on Marketcall His top X picks $bip-un $arx.to $npi.to $arx.to - not a short-term call - negative on oil prices - NG & NGL focused - fundamentals for NG looks good - the premier NG developer in - dividend growing (cont)" @BeegJj on X 2025-05-06 17:29:16 UTC 4002 followers, 2845 engagements
"My targets for m&a. There's many others $arx.to $nva.to $kel.to $bir.to $ath.to $meg.to $XX by $cve $su $imo I want some Clearwater mergers between $bte $hwx.to $tve.to $sgyto That's my list. 🌞" @BeegJj on X 2025-05-21 14:29:46 UTC 3996 followers, 4812 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 on X 2025-07-10 18:19:25 UTC 4000 followers, 1081 engagements
"Aaron MacNeil Director Equity Research TD Cowen Top Picks in pipelines Favorite is $ppl.to Buy C$66 $enb.to Buy C$67 $trp.to Buy C$76 I've posted those reports previously" @BeegJj on X 2025-05-21 14:58:42 UTC 3994 followers, 2942 engagements
"$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 on X 2025-05-08 13:44:26 UTC 3996 followers, 1248 engagements
"Chris MacCulloch Desj $imo Hold $XX $tve.to Hold $X $wcp.to Hold $XX $arx.to Buy $XX $cnq Buy $XX $cve Buy $XX $su Buy $XX $tou.to Hold $XX - worried about $wcp.to dividend sustainability - XXX% payout at current strip pricing" @BeegJj on X 2025-06-03 13:11:58 UTC 3995 followers, 5658 engagements
"Top XX short positions for small caps $ac.to $goos.to $efr.to $acb.to $bitf.to $tlry.to $noa.to $weed.to $lgf-b:nyse $csiq:nasdaqGS" @BeegJj on X 2024-08-29 11:46:46 UTC 4000 followers, 1644 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 on X 2025-07-16 13:36:14 UTC 4002 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 on X 2025-07-08 11:58:46 UTC 4002 followers, 1031 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 on X 2025-07-08 11:45:28 UTC 4002 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 on X 2025-07-08 11:53:45 UTC 4002 followers, XXX engagements
"Ben Pham BMO Energy Infrastructure Has Outperform ratings on $ppl $ema $cu.to $h.to $ala.to $bep.un $aqn $npi.to $blx.to $aco-x.to" @BeegJj on X 2024-07-04 14:42:18 UTC 3995 followers, 1443 engagements
"4 of my NG stocks are hitting new 52-week highs today. 🌞 $arx.to $bir.to $nva.to $pey.to 🤩 LNG Canada baby" @BeegJj on X 2025-06-12 18:33:04 UTC 3996 followers, 3040 engagements
"RBC Capital Markets quantitative analyst Bish Koziol published a list of top domestic stocks. For growth: $ifc.to $qrb-b.to $doo.to $otex.to $eqb.to $sj.to $ala.to $cca.to $x.to $rch.to $cnq $erf.to $cve $tfii.to" @BeegJj on X 2024-05-09 18:20:47 UTC 3994 followers, 2661 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 on X 2025-07-16 15:25:12 UTC 4002 followers, 2048 engagements
"March 2025 Buybacks $pxt $pxt.to bought back 200000 shares. Y-T-D they bought back XXXX% of their shares Annualized 2.16%" @BeegJj on X 2025-04-04 11:49:12 UTC 3994 followers, 1806 engagements
"#9 Kevin Burkett Burkett Asset Mgmt - no geopolitically risk - some very appealing characteristics around productivity & costs - owns shares of $cnq $cve" @BeegJj on X 2025-07-16 13:38:57 UTC 4002 followers, XXX engagements
"Jean-Michel Gauthier Scotia has made X changes to its firm's quantitatively driven Top XX list of stock picks In : $ftt.to $qbr.b Out : $ceu.to $mfc.to Some of the other names in that list of XX $bir.to $nva.to $pey.to $arx.to $ath.to $lug.to $key.to" @BeegJj on X 2025-06-04 11:57:38 UTC 4002 followers, 1293 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 $cnq to buy - have patience - doesn't own(cont)" @BeegJj on X 2025-07-10 18:41:00 UTC 4002 followers, XXX engagements
"$psk $psk.to Increases the quarterly dividend by X% to $0.26/share 🌞 Expected to be effective for the March XX 2025 record date" @BeegJj on X 2025-02-10 21:41:51 UTC 4002 followers, 1713 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 on X 2025-07-11 13:20:23 UTC 4000 followers, 1285 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 on X 2024-10-11 12:06:58 UTC 3994 followers, 2378 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 on X 2025-07-10 18:07:14 UTC 4000 followers, 10.6K engagements
"#1 Randy Oilenberger BMO - four-way 'Montney Mash' mega merger - need for consolidation in the Montney - $aav.to $bir.to $kel.to $nva.to - a merger between these Montney intermediates - potential tax savings through tax pools" @BeegJj on X 2025-03-17 22:12:33 UTC 3994 followers, 10.5K 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 on X 2025-07-16 13:27:57 UTC 4002 followers, XXX engagements
"#3 - 2014-2015 international oil majors sold their interests in oil sands - among their most expensive projects - directed their capital to cheaper oil production - favored U.S. shale for its quicker drilling times & returns" @BeegJj on X 2025-07-16 13:03:18 UTC 4002 followers, XXX engagements
"TD Cowen ratings & price targets for O&G Buys: $aav.to $arx.to $bir.to $bte.to $cnq $cve $fru.to $kel.to $lgn.v $meg $nva.to $pey.to $psk.to $su $sde.to $tou.to $tpz.to $vet.to Buys U.S. : $krp $vnom Holds: $ath.to $imo $scr.to" @BeegJj on X 2025-04-24 13:16:48 UTC 4002 followers, 6245 engagements
"#4 - since then technology & cost cutting have made oil sands among the cheapest producers - U.S. shale are dropping rigs slashing capex & laying off workers - companies making virtually no changes - $cve CEO "This is an industry that has become more resilient through time"" @BeegJj on X 2025-07-16 13:08:16 UTC 4002 followers, XXX 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 on X 2025-06-04 12:09:01 UTC 4000 followers, 1120 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 on X 2025-07-11 16:45:01 UTC 3996 followers, XXX engagements
"Trading ex-dividend today $bce $ppl $ala $scr $pou $mx $bte $mrc $evt $wjx $mal $pne $ipo $pgic $meta $unh" @BeegJj on X 2024-09-16 12:43:48 UTC 4000 followers, 2402 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 on X 2025-06-06 14:30:27 UTC 4000 followers, 2822 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 on X 2025-07-17 11:21:37 UTC 4002 followers, 1440 engagements
"#11 $tou.to - by 2026 might actually get a tighter gas market - an incredible successful company - if that tightening does happen you have to own something - production growing - getting a total 5-6% dividend while you wait - highest quality company you can find" @BeegJj on X 2025-07-10 18:52:16 UTC 4000 followers, 1266 engagements
"#1 - oil sands benefit from geology technology & cost-cutting measures - lower breakeven prices than U.S. shale producers Breakeven Prices in WTI US$ $cnq $XXXX $cve $XXXX $imo $XXXX $meg $XXXX $su $XXXX U.S. producers $60" @BeegJj on X 2025-07-16 12:51:52 UTC 4002 followers, 7956 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 on X 2025-07-08 12:03:13 UTC 4002 followers, 1060 engagements
"#1 John Zechner Chairman J. Zechner Associates $arx.to - sold it a while ago - bought shares at $X - one of the better growth profiles out there - no longer has a discount multiple - short-term NG looks better than oil - NG is still a little over-supplied (cont)" @BeegJj on X 2025-06-17 13:27:21 UTC 3995 followers, 4607 engagements
"TD Cowen Investment Matrix for o&g Core - Oil: $cve $su - Gas: $tou.to - Mixed: $arx.to Growth - Oil: $meg Yield 🤩 - Oil: $fru.to - Gas: $pey.to - Mixed: $cnq Value - Gas: $sde.to - Mixed: $kel.to $nva.to" @BeegJj on X 2025-04-24 12:45:12 UTC 4002 followers, 7899 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 on X 2025-07-08 11:49:26 UTC 4002 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 on X 2025-06-04 17:30:16 UTC 3997 followers, 2951 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 $" @BeegJj on X 2025-07-16 13:19:16 UTC 4002 followers, XXX engagements
"$t.to Looking at acquiring full ownership of Telus Digital" @BeegJj on X 2025-06-12 11:17:39 UTC 3995 followers, XXX engagements
"#2 $psk.to (cont) - if you're optimistic on where energy is going energy demand & you think is going to play a role in it $psk is really well-positioned - a value opportunity here - it's getting overlooked - at a good price today" @BeegJj on X 2025-07-16 15:28:48 UTC 4002 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 on X 2024-08-29 11:55:58 UTC 4001 followers, 2732 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 on X 2025-07-11 16:54:00 UTC 3998 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 on X 2025-07-15 13:20:28 UTC 4002 followers, XXX engagements