[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.] #  @NewcomerInvest Newcomer Investor Newcomer Investor posts on X about $bn, $eqb, $atd, $kits the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1461423944842584072/interactions)  - X Week XXXXXX +7.80% - X Month XXXXXXX +64% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX +155% ### Mentions: XX [#](/creator/twitter::1461423944842584072/posts_active)  - X Week XXX +5.90% - X Month XXX +20% - X Months XXX -XX% - X Year XXXXX +74% ### Followers: XXXXX [#](/creator/twitter::1461423944842584072/followers)  - X Week XXXXX +0.64% - X Month XXXXX +2.80% - X Months XXXXX +13% - X Year XXXXX +95% ### CreatorRank: XXXXXXX [#](/creator/twitter::1461423944842584072/influencer_rank)  ### Social Influence [#](/creator/twitter::1461423944842584072/influence) --- **Social category influence** [finance](/list/finance) XX% [stocks](/list/stocks) X% [cryptocurrencies](/list/cryptocurrencies) X% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [exchanges](/list/exchanges) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$bn](/topic/$bn) 4.33%, [$eqb](/topic/$eqb) 3.67%, [$atd](/topic/$atd) 3.67%, [$kits](/topic/$kits) #1, [bam](/topic/bam) 3%, [$bam](/topic/$bam) 3%, [atd](/topic/atd) 3%, [cnr](/topic/cnr) 2.67%, [$cnr](/topic/$cnr) 2.67%, [$ffh](/topic/$ffh) XXXX% **Top accounts mentioned or mentioned by** [@cdinewsletter](/creator/undefined) [@thewiseic](/creator/undefined) [@drunkdividends](/creator/undefined) [@qualityinvest5](/creator/undefined) [@ajbutton2](/creator/undefined) [@lovey1973](/creator/undefined) [@thewealthtrap](/creator/undefined) [@settlingnomads](/creator/undefined) [@pronkdaniel](/creator/undefined) [@bubleqe](/creator/undefined) [@brownmarubozu](/creator/undefined) [@investorstodgy](/creator/undefined) [@stevewps](/creator/undefined) [@mplycap](/creator/undefined) [@dividendkingtsx](/creator/undefined) [@labourtoleisure](/creator/undefined) [@bobcobbtuscany](/creator/undefined) [@jamestheva](/creator/undefined) [@ashton1nvests](/creator/undefined) [@divstockpile](/creator/undefined) **Top assets mentioned** [Brookfield Corporation (BN)](/topic/$bn) [Equilibria Finance (EQB)](/topic/$eqb) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Canadian National Railway (CNI)](/topic/$cni) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Alibaba Group (BABA)](/topic/$baba) [Brookfield Renewable Partners L.P. (BEP)](/topic/$bep) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [Scroll (SCR)](/topic/$scr) [Restaurant Brands International Inc. (QSR)](/topic/$qsr) [Minter (BIP)](/topic/$bip) [Algonquin Power & Utilities Corp (AQN)](/topic/$aqn) [DisChain (DIS)](/topic/$dis) [Enbridge, Inc (ENB)](/topic/$enb) [Brookfield Reinsurance Ltd. (BNRE)](/topic/$bnre) [Metadium (META)](/topic/$meta) [Blackstone, Inc. (BX)](/topic/$bx) [Bank of Nova Scotia (BNS)](/topic/$bns) [Spotify Technology (SPOT)](/topic/$spot) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Suncor Energy, Inc. (SU)](/topic/$su) [Banano (BAN)](/topic/$ban) [Artificial Intelligence (AI4)](/topic/$ai4) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Open Text Corp (OTEX)](/topic/$otex) [Bancor (BNT)](/topic/$bnt) ### Top Social Posts [#](/creator/twitter::1461423944842584072/posts) --- Top posts by engagements in the last XX hours "According to sources: X of the X final bidders for XX% of Telus towers is Brookfield Infrastructure Brookfield is already a huge investor in telco tower networks and owns a whopping 250000 of them in India. For perspective Telus has a 3000 tower network in Canada. $T.TO $BN $BIP $BAM"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945681402990940464) 2025-07-17 03:06:10 UTC 7100 followers, 2448 engagements "$EQB Earnings from last week Adjusted ROE - XXXX% Adjusted diluted EPS -$2.31 -XX% y/y -XX% q/q BVPS -$80.99 +10% y/y +2% q/q Revenue -$316.0 million -XXX% y/y -X% q/q EQ Bankcustomers - +23% y/y +4% q/q to 560000 Dividend declared -$0.53 per share +4% q/q +18% y/y Earnings are down mainly due to increased provisions for credit losses. Mgmt struck an optimistic tone and are confident in their ability to continue generating their 15%+ ROE target over the medium term. We expect Q3 and beyond to show better performance even as economic uncertainty may continue to drive credit provisions"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1929509219809595468) 2025-06-02 12:03:41 UTC 7102 followers, 1636 engagements "@DrunkDividends I listened to the earnings - they managed to do more with less. Nice productivity increases. Overall revenues are down (due to trade uncertainty) but they still managed to grow earnings and they continue to forecast growth vs 2024 albeit slower than planned"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1947808175626813527) 2025-07-22 23:57:12 UTC 7100 followers, XXX engagements "Also - wow. Shots fired. $ATD publicly released a letter they sent to the 7&I Board. Its worth reading in full:"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945623885413527971) 2025-07-16 23:17:36 UTC 7094 followers, 1909 engagements "Canadian National Railway $CNR / $CNI reported earnings This is my 3rd largest holding ( XXX% of portfolio). How did they do Time for a recap ๐งต"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1782974022650679650) 2024-04-24 03:25:07 UTC 7102 followers, 23.8K engagements "My $KITS used to be much smaller but the stock appreciated over XXX% in the last X years so its ballooned within the portfolio. And thats even including selling some of my position I have deployed more capital into $EQB in total but stock has not performed the same way. Havent ever sold any shares either"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1937609433317613766) 2025-06-24 20:31:02 UTC 7097 followers, XXX engagements "JULY X $XEQT - BUY (ADD TO POSITION) $35.80"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1942274283910185344) 2025-07-07 17:27:29 UTC 7097 followers, 1265 engagements "@Ashton_1nvests For XX years i am comfortable with $BN $FNV $FFH $ATD $EQB"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1943276103763923091) 2025-07-10 11:48:22 UTC 7097 followers, XXX engagements "I have now digested the Brookfield Corporation Q2 2024 results. $BN is my largest holding. Here are some key takeaways ๐งต ๐๐ฝ $BN $BAM $BEP $BIP $BBU $BNRE"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1822025549797339277) 2024-08-09 21:41:57 UTC 7099 followers, 112.4K engagements "Many people are now finding out about Strathcona Resources $SCR an incredible Canadian business Fun fact: if you are a Fairfax investor you already enjoy some indirect ownership in Strathcona $FFH"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1928851449082962143) 2025-05-31 16:29:56 UTC 7097 followers, 12.9K engagements "Ive held Brookfield Corp $BN for nearly 2500 days Total return compounded at XX% annually in that time period Outstanding business. โค"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945629160564822066) 2025-07-16 23:38:34 UTC 7102 followers, 14.3K engagements "June XX Portfolio Update YTD weighted XXXX% YTD avg XXXX% Top performers YTD are $KITS (+59.91%) $FNV (+38.45%) $BABA (+33%). Good performance also from my Utilities & Renewables $AQN (+27%) & $NPI (+25%) Top losers YTD are $TDOC (-24%) $ENGH (-14%) and $ATD (-8%)"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1934415570042343461) 2025-06-16 00:59:46 UTC 7096 followers, 5149 engagements "Over half of the portfolio is now in just X businesses: Brookfield ecosystem $BN $BAM $BEP Kits Eyecare $KITS Fairfax $FFH Couche-Tard $ATD Franco Nevada $FNV"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946039097505550720) 2025-07-18 02:47:31 UTC 7103 followers, 5244 engagements "JUNE X $DRM.TO - SELL (EXIT POSITION) $XXXXX $ENGH - BUY (ADD TO POSITION) $XXXXX Made a XX% gain on my very short-lived position in Dream Unlimited - pity I didnt have a larger position Reinvested all of it into Enghouse. Will continue holding on to my core positions for the long term but will also make occasional trades like this if the opportunity is warranted. In the case of Enghouse I seriously doubt it will stay at the $23-$24 level for long so this also presents a trade opportunity here"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1932082340139843809) 2025-06-09 14:28:20 UTC 7102 followers, 2008 engagements "NEW POSITION: Fairfax Financial $FFH Even with the incredible run-up in the stock price - this appears to be a GREAT business that is also CHEAP Excellent management focused on long-term compounding โฅ Now X% of my portfolio 12th largest holding"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1829516632919790004) 2024-08-30 13:48:50 UTC 7101 followers, 21.8K engagements "Another bright spot is the continued growth of their personal bank EQ Bank. Their customer base grew by almost a quarter in just X year Every incremental customer is more profitable than an incremental customer for the Big X banks because EQs network is branchless"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1929516280840679506) 2025-06-02 12:31:44 UTC 7102 followers, XXX engagements "Desjardins initiated coverage on $KITS today with a $XX price target (44% higher than current price). They called out KITS trifecta of growth profitability and balance sheet strength. Cool to see more and more people catching on"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948198646866186429) 2025-07-24 01:48:47 UTC 7102 followers, 2504 engagements "We must keep a clear head and stick to our convictions - unless thesis changes Here are beaten-up stocks that I am holding on to despite the fear in order of conviction (highest to lowest) $META $BABA $ABXX & $BCBN $TDOC $KITS $FANS What hated stocks are you holding on to"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1582074917066985472) 2022-10-17 18:23:48 UTC 7094 followers, XX engagements "In 2025 as I did in 2024 I will continue to share my buy and sale prices Starting with our first trade of the year (Jan X 2025) BOUGHT (ADDED TO POSITION) $EQB $98.10"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1874857435737018741) 2025-01-02 16:37:00 UTC 7102 followers, 17.4K engagements "They have an irreplaceable rail network critical for the North American economy that will outlast any president's unusual policy decisions"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946676247112700052) 2025-07-19 20:59:19 UTC 7091 followers, XXX engagements "BIG vote of confidence from RBC on two of my top holdings Brookfield Corp $BN Current price: $XXXXX USD Price Target: $XX USD ๐คฏ Fairfax Financial $FFH $FRFHF Current Price: 1763.26 USD Price Target: $2050 USD ๐ Do you hold these stocks"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1935472874242064554) 2025-06-18 23:01:07 UTC 7101 followers, 9316 engagements "@BubleQe I am seriously considering initiating a position in $SCR"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1943102363075584014) 2025-07-10 00:17:59 UTC 7099 followers, 2715 engagements "$KITS becomes my 2nd largest individual stock position (again) despite a small sale earlier this year"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1942274535845421540) 2025-07-07 17:28:29 UTC 7102 followers, 2259 engagements "@TheWiseIC Started investing in 2019 X years before i heard about $EQB and opened a bank account with them Did not know we could buy stocks through them Do you"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1944607025691812144) 2025-07-14 03:56:58 UTC 7094 followers, XX engagements "What went well ๐ข Despite a challenging external environment they kept the rails going with resilience - their Operating Ratio DECLINED (thats good) to 61.7%. Its improved year-over-year both over X months and X month periods. ๐ข Other operating metrics are UP such as Car Velocity (car miles per day) and Local Service Commitment (the % of trains that completed their Daily Operating Plan). ๐ข Thanks to these efficiencies CN delivered adj earnings per share GROWTH of X% (despite the declining revenues) to $XXXX. The dividend is well covered with a payout ratio below 50%. US trade policy is out"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948162406787780678) 2025-07-23 23:24:47 UTC 7103 followers, XXX engagements "We passed $2400 per share today Fairfax $FFH is up XX% since I initiated a position. Absolutely did NOT expect it to do so well so fast Congratulations to shareholders ๐ฅ"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1934757330245013975) 2025-06-16 23:37:48 UTC 7093 followers, 5481 engagements "@mply_cap im on team Brookfield but got lots of respect for $BX and would add to my portfolio if it comes down to a lower valuation"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946690453136400695) 2025-07-19 21:55:46 UTC 7102 followers, XXX engagements "@YodaStockInvest Yeah it was a really fun experience ๐ i did it with $EQB as well and hoping to do the same for others. Lots of work but very rewarding"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1942429124494000184) 2025-07-08 03:42:46 UTC 7098 followers, XX engagements "BREAKING NEWS: Couche-Tard abandons their 7&I takeover attempt. Get ready for the stock to move up tomorrow $ATD"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945622067434463539) 2025-07-16 23:10:23 UTC 7099 followers, 13.2K engagements "Canadian National Railway ( $CNR / $CNI ) reports earnings next week; Theyve had a string of bad luck with earnings declining X years in a row. ๐ซฉ But their guidance for 2025 is XX to XX% adjusted EPS growth"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946673626087870607) 2025-07-19 20:48:54 UTC 7103 followers, 8692 engagements "Excellent episode from @baystreetamber with Adam Waterous Currently do not own any O&G stock but this could change. Strathcona Resources is at the top of my watchlist $SCR"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1943480464427131005) 2025-07-11 01:20:25 UTC 7099 followers, 4716 engagements "YTD Returns: Weighted: -XXX% ๐๐ Avg: -X% X best/worst: ๐ข $BABA +37.45% - Chinese big tech ๐ข $KITS +22.42% - Specialty digital retail ๐ข $FNV +22.34% - Gold & precious metals ๐ด $BAM -XXXXX% - Asset mgmt ๐ด $BN -XXXXX% - Asset mgmt ๐ด $DIS -XXXXX% - Entertainment"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1908924390332395597) 2025-04-06 16:46:55 UTC 7102 followers, 2130 engagements "NEWS: Brookfield Renewable $BEP to invest up to $1B in Isagen This will increase their existing stake to up to XX% of the business. Isagen owns largest hydro facility and produces XX% of the countrys annual renewable power output. $BN $BAM Heres a vid on Isagen:"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946385742961291714) 2025-07-19 01:44:57 UTC 7103 followers, 16.9K engagements "JULY XX $QSR (NYSE) BUY - ADD TO POSITION $XXXXX $ATD.TO BUY - ADD TO POSITION $XXXXX Very small adds - just reinvested dividends"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1944835878825631820) 2025-07-14 19:06:21 UTC 7097 followers, XXX engagements "Brookfield Asset Management $BAM X year targets; They are projecting XX% DE per share growth and XX% dividend growth annually This is a high-margin business with minimal debt ๐ธ The future looks bright"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1941909531123994766) 2025-07-06 17:18:05 UTC 7102 followers, 10.5K engagements "Revenue by segment: Down across (almost) each segment due to a noticeable tariff impact Except for a jump in Grain & Fertilizers/Potash. Canadian grain volume X% American grain volume a whopping XX% ๐คฏ Diversification across sectors helps to reduce overall volatility across revenues"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948162795167723835) 2025-07-23 23:26:20 UTC 7103 followers, XXX engagements "@RayZ3366911 $ATD does raise the dividend quite a lot thats for sure Still takes many years to get to a big yield though. Huge difference compared to the yields I had before that i exited ( $BNS $REI.UN $ENB all above 6%)"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946702668547686743) 2025-07-19 22:44:18 UTC 7103 followers, XXX engagements "Canadian National Railway ( $CNR / $CNI ) Q2 Earnings Review:"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948160878962176121) 2025-07-23 23:18:43 UTC 7103 followers, 10.4K engagements "Episodes X and X of my new podcast are out now Available on Spotify and will be soon on Youtube Apple and Google ๐ฅณ Have you streamed it yet Available here: Tickers mentioned: $VFV $BN $ENB $SU $HMMJ $WEED $MNMD $BABA $TDOC"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1609951643902136322) 2023-01-02 16:35:58 UTC 7094 followers, XX engagements "Full portfolio now down to XX positions $BN Brookfield continues to lead the way Been eyeing $QSR for a while - added to this one and to $CNR / $CNI $XEQT $VFV $FNV $KITS $EQB $ATD $ABXX $BAN $DIS $GRT.UN"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1886548887667925390) 2025-02-03 22:54:39 UTC 7094 followers, 7028 engagements "BREAKING NEWS: $KITS launches OpticianAI: OpticianAI is the company's proprietary artificial intelligence platform designed to deliver a seamless and personalized way to shop for vision care. The breakthrough technology represents a major leap forward in combining digital innovation with optical expertise. With OpticianAI KITS delivers the world's most experienced optician yet available anywhere anytime"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948341161787044135) 2025-07-24 11:15:06 UTC 7103 followers, XXX engagements "They hiked the pace of buybacks this quarter with $306M of share repurchases in the last X months. ($407M in the last 6.) This is still less than X year ago. I share the sentiment expressed by many on this platform that the timing of their previous buybacks wasnt optimal. It feels annoying today probably wont matter as much several years from now. $CNR $CNI"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948168344609157217) 2025-07-23 23:48:23 UTC 7103 followers, 1191 engagements "Theyre also targeting a high single digit EPS CAGR for 2024-2026 which if successfully achieved would bring them back to all time high earnings per share. $CNR $CNI"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946675353583235248) 2025-07-19 20:55:46 UTC 7103 followers, 2139 engagements "As youve outlined - high risk opportunity with no guarantees of success I feel better about it today than i did years ago given that the exchange is live and that is worth is something. + all the other indirect pieces like Base $BCBN Its not one that I have any interest in trading. I just started a position years ago with the mindset that it would result in something big or go to $X. Just waiting and seeing ๐"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1944837700143747480) 2025-07-14 19:13:35 UTC 7099 followers, XXX engagements "too many. Im planning to exit (eventually) my positions in: $GWO $ARE $ZWC $XGRO $VGRO $FIE $XDIV and likely $OTEX - cant wait"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1648848985438781440) 2023-04-20 00:40:06 UTC 7092 followers, 3280 engagements "Portfolio July XX YTD Total Returns: Weighted: +13.10% Avg: +12.74% World Benchmark $XEQT : +8.14% S&P XXX Benchmark $VFV : +2.05% ๐ข WINNERS $KITS +96.09% $NPI +31.01% $FNV +29.90% $AQN +27.76% $BABA +25.86% $FFH +24.41% $ABXX +15.45% $BEP.UN +9.29% $XEQT +8.14% $DIS.TO +6.63% $GRT.UN +5.02% $BN +4.86% $EQB +2.66% $VFV +2.05% $QSR +1.11% $BAM +0.1% ๐ด LOSERS: $CNR -XXXX% $TDOC -XXXX% $ENGH -XXXXX% $ATD -13.67%"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1944419050248954258) 2025-07-13 15:30:01 UTC 7091 followers, 4976 engagements "@CDInewsletter Add in $EQB as well that did XX% not including dividends ๐"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1943321226908221704) 2025-07-10 14:47:40 UTC 7097 followers, XXX engagements "Extremely sad news from $EQB today. My thoughts are with Andrew Moors family friends and all EQ employees ๐ A visionary who changed the landscape of Canadian banking. He will be missed"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1937502619800637629) 2025-06-24 13:26:36 UTC 7102 followers, 3756 engagements "BREAKING NEWS: Chadwick Westlake will join $EQB as their new CEO beginning in August. Chadwick was previously their CFO until very recently. Im thrilled to see him come back to EQ"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1942968291812659208) 2025-07-09 15:25:14 UTC 7102 followers, 1169 engagements "Exactly why Im bullish on $ATD especially now that the 7&I deal is no longer being considered"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945635296562835747) 2025-07-17 00:02:57 UTC 7094 followers, 2525 engagements "What went wrong ๐ด RTMs & Revenues declined by X% year over year to $4272B. If you cant grow your revenues you have limited room to grow your business. No one can cut costs into infinity. ๐ด They lowered their guidance to mid to high single digit adj EPS growth for 2025 (previously: 10-15% adj eps growth guidance). Why Due to: Continued trade uncertainty from the US A strengthening Canadian dollar"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948161952196227170) 2025-07-23 23:22:59 UTC 7100 followers, XXX engagements "Announced today. Multi-bullion dollar buyback is back โบ $ATD With a strong balance sheet and confidence in our long-term strategy we believe this program represents an efficient way to create long-term shareholder value CFO"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1947352959232225575) 2025-07-21 17:48:20 UTC 7103 followers, 4760 engagements "Brookfield Wealth Solutions (formerly known as Brookfield Reinsurance) will be a huge driver of earnings growth moving forward Great writeup on it by Pershing Square $BN $BNT $BAM"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946743157447610777) 2025-07-20 01:25:12 UTC 7103 followers, 13.7K engagements "Biggest transformation of the portfolio over the last X years is the shift towards companies that pay small or no dividends. $BN $FFH $FNV $ATD are all around or below X% dividend yield. $KITS does not pay a dividend"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1946684866084413528) 2025-07-19 21:33:34 UTC 7103 followers, 3040 engagements "@DrunkDividends @CDInewsletter @TheWiseIC @AJButton2 @SettlingNomads @BubleQe Putting $ATD back on you guys radar - tomorrow might look interesting"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1945625341927584017) 2025-07-16 23:23:24 UTC 7094 followers, 1052 engagements "UPDATE: Guidance reduced downwards to mid to high single digit EPS growth for 2025 ๐ซฉ And they suspended their 2024-2026 outlook due to trade uncertainty ๐ซฉ Q2 revenues down X% vs last year ๐ซฉ Q2 adj EPS up X% vs last year ๐ $CNR"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1947778373994037262) 2025-07-22 21:58:46 UTC 7100 followers, 6103 engagements "Outstanding Congratulations Josh and Abaxx team $ABXX"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1936151004627562818) 2025-06-20 19:55:46 UTC 7094 followers, 2232 engagements "What do analysts think Following earnings the avg analyst price target was lowered from $XXXXXX to $XXXXX ( XX% higher than current price) There are now XX buy ratings XX holds and X sells. Analyst commentary: RBC: Encouragingly the companys operations were solid with the network running fluidly - evidenced by a X% improvement in car velocity a X% improvement in dwell a X% improvement in train delays and XX% higher GTMs/T&E Employee. Whereas operations had been a concern in 2024 it is our view that the overall network fluidity is a success factor for the company in 2025 Raymond James:"  [@NewcomerInvest](/creator/x/NewcomerInvest) on [X](/post/tweet/1948164132923998499) 2025-07-23 23:31:39 UTC 7103 followers, 1051 engagements
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Newcomer Investor posts on X about $bn, $eqb, $atd, $kits the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XX% stocks X% cryptocurrencies X% technology brands XXXX% countries XXXX% currencies XXXX% exchanges XXXX% social networks XXXX%
Social topic influence $bn 4.33%, $eqb 3.67%, $atd 3.67%, $kits #1, bam 3%, $bam 3%, atd 3%, cnr 2.67%, $cnr 2.67%, $ffh XXXX%
Top accounts mentioned or mentioned by @cdinewsletter @thewiseic @drunkdividends @qualityinvest5 @ajbutton2 @lovey1973 @thewealthtrap @settlingnomads @pronkdaniel @bubleqe @brownmarubozu @investorstodgy @stevewps @mplycap @dividendkingtsx @labourtoleisure @bobcobbtuscany @jamestheva @ashton1nvests @divstockpile
Top assets mentioned Brookfield Corporation (BN) Equilibria Finance (EQB) Brookfield Asset Management Inc (BAM) Cornerstone Building Brands, Inc. (CNR) Canadian National Railway (CNI) Franco-Nevada Corporation (FNV) Alibaba Group (BABA) Brookfield Renewable Partners L.P. (BEP) Teladoc Health, Inc. (TDOC) Scroll (SCR) Restaurant Brands International Inc. (QSR) Minter (BIP) Algonquin Power & Utilities Corp (AQN) DisChain (DIS) Enbridge, Inc (ENB) Brookfield Reinsurance Ltd. (BNRE) Metadium (META) Blackstone, Inc. (BX) Bank of Nova Scotia (BNS) Spotify Technology (SPOT) Alphabet Inc Class A (GOOGL) Suncor Energy, Inc. (SU) Banano (BAN) Artificial Intelligence (AI4) Alexandria Real Estate Equities Inc (ARE) Open Text Corp (OTEX) Bancor (BNT)
Top posts by engagements in the last XX hours
"According to sources: X of the X final bidders for XX% of Telus towers is Brookfield Infrastructure Brookfield is already a huge investor in telco tower networks and owns a whopping 250000 of them in India. For perspective Telus has a 3000 tower network in Canada. $T.TO $BN $BIP $BAM" @NewcomerInvest on X 2025-07-17 03:06:10 UTC 7100 followers, 2448 engagements
"$EQB Earnings from last week Adjusted ROE - XXXX% Adjusted diluted EPS -$2.31 -XX% y/y -XX% q/q BVPS -$80.99 +10% y/y +2% q/q Revenue -$316.0 million -XXX% y/y -X% q/q EQ Bankcustomers - +23% y/y +4% q/q to 560000 Dividend declared -$0.53 per share +4% q/q +18% y/y Earnings are down mainly due to increased provisions for credit losses. Mgmt struck an optimistic tone and are confident in their ability to continue generating their 15%+ ROE target over the medium term. We expect Q3 and beyond to show better performance even as economic uncertainty may continue to drive credit provisions" @NewcomerInvest on X 2025-06-02 12:03:41 UTC 7102 followers, 1636 engagements
"@DrunkDividends I listened to the earnings - they managed to do more with less. Nice productivity increases. Overall revenues are down (due to trade uncertainty) but they still managed to grow earnings and they continue to forecast growth vs 2024 albeit slower than planned" @NewcomerInvest on X 2025-07-22 23:57:12 UTC 7100 followers, XXX engagements
"Also - wow. Shots fired. $ATD publicly released a letter they sent to the 7&I Board. Its worth reading in full:" @NewcomerInvest on X 2025-07-16 23:17:36 UTC 7094 followers, 1909 engagements
"Canadian National Railway $CNR / $CNI reported earnings This is my 3rd largest holding ( XXX% of portfolio). How did they do Time for a recap ๐งต" @NewcomerInvest on X 2024-04-24 03:25:07 UTC 7102 followers, 23.8K engagements
"My $KITS used to be much smaller but the stock appreciated over XXX% in the last X years so its ballooned within the portfolio. And thats even including selling some of my position I have deployed more capital into $EQB in total but stock has not performed the same way. Havent ever sold any shares either" @NewcomerInvest on X 2025-06-24 20:31:02 UTC 7097 followers, XXX engagements
"JULY X $XEQT - BUY (ADD TO POSITION) $35.80" @NewcomerInvest on X 2025-07-07 17:27:29 UTC 7097 followers, 1265 engagements
"@Ashton_1nvests For XX years i am comfortable with $BN $FNV $FFH $ATD $EQB" @NewcomerInvest on X 2025-07-10 11:48:22 UTC 7097 followers, XXX engagements
"I have now digested the Brookfield Corporation Q2 2024 results. $BN is my largest holding. Here are some key takeaways ๐งต ๐๐ฝ $BN $BAM $BEP $BIP $BBU $BNRE" @NewcomerInvest on X 2024-08-09 21:41:57 UTC 7099 followers, 112.4K engagements
"Many people are now finding out about Strathcona Resources $SCR an incredible Canadian business Fun fact: if you are a Fairfax investor you already enjoy some indirect ownership in Strathcona $FFH" @NewcomerInvest on X 2025-05-31 16:29:56 UTC 7097 followers, 12.9K engagements
"Ive held Brookfield Corp $BN for nearly 2500 days Total return compounded at XX% annually in that time period Outstanding business. โค" @NewcomerInvest on X 2025-07-16 23:38:34 UTC 7102 followers, 14.3K engagements
"June XX Portfolio Update YTD weighted XXXX% YTD avg XXXX% Top performers YTD are $KITS (+59.91%) $FNV (+38.45%) $BABA (+33%). Good performance also from my Utilities & Renewables $AQN (+27%) & $NPI (+25%) Top losers YTD are $TDOC (-24%) $ENGH (-14%) and $ATD (-8%)" @NewcomerInvest on X 2025-06-16 00:59:46 UTC 7096 followers, 5149 engagements
"Over half of the portfolio is now in just X businesses: Brookfield ecosystem $BN $BAM $BEP Kits Eyecare $KITS Fairfax $FFH Couche-Tard $ATD Franco Nevada $FNV" @NewcomerInvest on X 2025-07-18 02:47:31 UTC 7103 followers, 5244 engagements
"JUNE X $DRM.TO - SELL (EXIT POSITION) $XXXXX $ENGH - BUY (ADD TO POSITION) $XXXXX Made a XX% gain on my very short-lived position in Dream Unlimited - pity I didnt have a larger position Reinvested all of it into Enghouse. Will continue holding on to my core positions for the long term but will also make occasional trades like this if the opportunity is warranted. In the case of Enghouse I seriously doubt it will stay at the $23-$24 level for long so this also presents a trade opportunity here" @NewcomerInvest on X 2025-06-09 14:28:20 UTC 7102 followers, 2008 engagements
"NEW POSITION: Fairfax Financial $FFH Even with the incredible run-up in the stock price - this appears to be a GREAT business that is also CHEAP Excellent management focused on long-term compounding โฅ Now X% of my portfolio 12th largest holding" @NewcomerInvest on X 2024-08-30 13:48:50 UTC 7101 followers, 21.8K engagements
"Another bright spot is the continued growth of their personal bank EQ Bank. Their customer base grew by almost a quarter in just X year Every incremental customer is more profitable than an incremental customer for the Big X banks because EQs network is branchless" @NewcomerInvest on X 2025-06-02 12:31:44 UTC 7102 followers, XXX engagements
"Desjardins initiated coverage on $KITS today with a $XX price target (44% higher than current price). They called out KITS trifecta of growth profitability and balance sheet strength. Cool to see more and more people catching on" @NewcomerInvest on X 2025-07-24 01:48:47 UTC 7102 followers, 2504 engagements
"We must keep a clear head and stick to our convictions - unless thesis changes Here are beaten-up stocks that I am holding on to despite the fear in order of conviction (highest to lowest) $META $BABA $ABXX & $BCBN $TDOC $KITS $FANS What hated stocks are you holding on to" @NewcomerInvest on X 2022-10-17 18:23:48 UTC 7094 followers, XX engagements
"In 2025 as I did in 2024 I will continue to share my buy and sale prices Starting with our first trade of the year (Jan X 2025) BOUGHT (ADDED TO POSITION) $EQB $98.10" @NewcomerInvest on X 2025-01-02 16:37:00 UTC 7102 followers, 17.4K engagements
"They have an irreplaceable rail network critical for the North American economy that will outlast any president's unusual policy decisions" @NewcomerInvest on X 2025-07-19 20:59:19 UTC 7091 followers, XXX engagements
"BIG vote of confidence from RBC on two of my top holdings Brookfield Corp $BN Current price: $XXXXX USD Price Target: $XX USD ๐คฏ Fairfax Financial $FFH $FRFHF Current Price: 1763.26 USD Price Target: $2050 USD ๐ Do you hold these stocks" @NewcomerInvest on X 2025-06-18 23:01:07 UTC 7101 followers, 9316 engagements
"@BubleQe I am seriously considering initiating a position in $SCR" @NewcomerInvest on X 2025-07-10 00:17:59 UTC 7099 followers, 2715 engagements
"$KITS becomes my 2nd largest individual stock position (again) despite a small sale earlier this year" @NewcomerInvest on X 2025-07-07 17:28:29 UTC 7102 followers, 2259 engagements
"@TheWiseIC Started investing in 2019 X years before i heard about $EQB and opened a bank account with them Did not know we could buy stocks through them Do you" @NewcomerInvest on X 2025-07-14 03:56:58 UTC 7094 followers, XX engagements
"What went well ๐ข Despite a challenging external environment they kept the rails going with resilience - their Operating Ratio DECLINED (thats good) to 61.7%. Its improved year-over-year both over X months and X month periods. ๐ข Other operating metrics are UP such as Car Velocity (car miles per day) and Local Service Commitment (the % of trains that completed their Daily Operating Plan). ๐ข Thanks to these efficiencies CN delivered adj earnings per share GROWTH of X% (despite the declining revenues) to $XXXX. The dividend is well covered with a payout ratio below 50%. US trade policy is out" @NewcomerInvest on X 2025-07-23 23:24:47 UTC 7103 followers, XXX engagements
"We passed $2400 per share today Fairfax $FFH is up XX% since I initiated a position. Absolutely did NOT expect it to do so well so fast Congratulations to shareholders ๐ฅ" @NewcomerInvest on X 2025-06-16 23:37:48 UTC 7093 followers, 5481 engagements
"@mply_cap im on team Brookfield but got lots of respect for $BX and would add to my portfolio if it comes down to a lower valuation" @NewcomerInvest on X 2025-07-19 21:55:46 UTC 7102 followers, XXX engagements
"@YodaStockInvest Yeah it was a really fun experience ๐ i did it with $EQB as well and hoping to do the same for others. Lots of work but very rewarding" @NewcomerInvest on X 2025-07-08 03:42:46 UTC 7098 followers, XX engagements
"BREAKING NEWS: Couche-Tard abandons their 7&I takeover attempt. Get ready for the stock to move up tomorrow $ATD" @NewcomerInvest on X 2025-07-16 23:10:23 UTC 7099 followers, 13.2K engagements
"Canadian National Railway ( $CNR / $CNI ) reports earnings next week; Theyve had a string of bad luck with earnings declining X years in a row. ๐ซฉ But their guidance for 2025 is XX to XX% adjusted EPS growth" @NewcomerInvest on X 2025-07-19 20:48:54 UTC 7103 followers, 8692 engagements
"Excellent episode from @baystreetamber with Adam Waterous Currently do not own any O&G stock but this could change. Strathcona Resources is at the top of my watchlist $SCR" @NewcomerInvest on X 2025-07-11 01:20:25 UTC 7099 followers, 4716 engagements
"YTD Returns: Weighted: -XXX% ๐๐ Avg: -X% X best/worst: ๐ข $BABA +37.45% - Chinese big tech ๐ข $KITS +22.42% - Specialty digital retail ๐ข $FNV +22.34% - Gold & precious metals ๐ด $BAM -XXXXX% - Asset mgmt ๐ด $BN -XXXXX% - Asset mgmt ๐ด $DIS -XXXXX% - Entertainment" @NewcomerInvest on X 2025-04-06 16:46:55 UTC 7102 followers, 2130 engagements
"NEWS: Brookfield Renewable $BEP to invest up to $1B in Isagen This will increase their existing stake to up to XX% of the business. Isagen owns largest hydro facility and produces XX% of the countrys annual renewable power output. $BN $BAM Heres a vid on Isagen:" @NewcomerInvest on X 2025-07-19 01:44:57 UTC 7103 followers, 16.9K engagements
"JULY XX $QSR (NYSE) BUY - ADD TO POSITION $XXXXX $ATD.TO BUY - ADD TO POSITION $XXXXX Very small adds - just reinvested dividends" @NewcomerInvest on X 2025-07-14 19:06:21 UTC 7097 followers, XXX engagements
"Brookfield Asset Management $BAM X year targets; They are projecting XX% DE per share growth and XX% dividend growth annually This is a high-margin business with minimal debt ๐ธ The future looks bright" @NewcomerInvest on X 2025-07-06 17:18:05 UTC 7102 followers, 10.5K engagements
"Revenue by segment: Down across (almost) each segment due to a noticeable tariff impact Except for a jump in Grain & Fertilizers/Potash. Canadian grain volume X% American grain volume a whopping XX% ๐คฏ Diversification across sectors helps to reduce overall volatility across revenues" @NewcomerInvest on X 2025-07-23 23:26:20 UTC 7103 followers, XXX engagements
"@RayZ3366911 $ATD does raise the dividend quite a lot thats for sure Still takes many years to get to a big yield though. Huge difference compared to the yields I had before that i exited ( $BNS $REI.UN $ENB all above 6%)" @NewcomerInvest on X 2025-07-19 22:44:18 UTC 7103 followers, XXX engagements
"Canadian National Railway ( $CNR / $CNI ) Q2 Earnings Review:" @NewcomerInvest on X 2025-07-23 23:18:43 UTC 7103 followers, 10.4K engagements
"Episodes X and X of my new podcast are out now Available on Spotify and will be soon on Youtube Apple and Google ๐ฅณ Have you streamed it yet Available here: Tickers mentioned: $VFV $BN $ENB $SU $HMMJ $WEED $MNMD $BABA $TDOC" @NewcomerInvest on X 2023-01-02 16:35:58 UTC 7094 followers, XX engagements
"Full portfolio now down to XX positions $BN Brookfield continues to lead the way Been eyeing $QSR for a while - added to this one and to $CNR / $CNI $XEQT $VFV $FNV $KITS $EQB $ATD $ABXX $BAN $DIS $GRT.UN" @NewcomerInvest on X 2025-02-03 22:54:39 UTC 7094 followers, 7028 engagements
"BREAKING NEWS: $KITS launches OpticianAI: OpticianAI is the company's proprietary artificial intelligence platform designed to deliver a seamless and personalized way to shop for vision care. The breakthrough technology represents a major leap forward in combining digital innovation with optical expertise. With OpticianAI KITS delivers the world's most experienced optician yet available anywhere anytime" @NewcomerInvest on X 2025-07-24 11:15:06 UTC 7103 followers, XXX engagements
"They hiked the pace of buybacks this quarter with $306M of share repurchases in the last X months. ($407M in the last 6.) This is still less than X year ago. I share the sentiment expressed by many on this platform that the timing of their previous buybacks wasnt optimal. It feels annoying today probably wont matter as much several years from now. $CNR $CNI" @NewcomerInvest on X 2025-07-23 23:48:23 UTC 7103 followers, 1191 engagements
"Theyre also targeting a high single digit EPS CAGR for 2024-2026 which if successfully achieved would bring them back to all time high earnings per share. $CNR $CNI" @NewcomerInvest on X 2025-07-19 20:55:46 UTC 7103 followers, 2139 engagements
"As youve outlined - high risk opportunity with no guarantees of success I feel better about it today than i did years ago given that the exchange is live and that is worth is something. + all the other indirect pieces like Base $BCBN Its not one that I have any interest in trading. I just started a position years ago with the mindset that it would result in something big or go to $X. Just waiting and seeing ๐" @NewcomerInvest on X 2025-07-14 19:13:35 UTC 7099 followers, XXX engagements
"too many. Im planning to exit (eventually) my positions in: $GWO $ARE $ZWC $XGRO $VGRO $FIE $XDIV and likely $OTEX - cant wait" @NewcomerInvest on X 2023-04-20 00:40:06 UTC 7092 followers, 3280 engagements
"Portfolio July XX YTD Total Returns: Weighted: +13.10% Avg: +12.74% World Benchmark $XEQT : +8.14% S&P XXX Benchmark $VFV : +2.05% ๐ข WINNERS $KITS +96.09% $NPI +31.01% $FNV +29.90% $AQN +27.76% $BABA +25.86% $FFH +24.41% $ABXX +15.45% $BEP.UN +9.29% $XEQT +8.14% $DIS.TO +6.63% $GRT.UN +5.02% $BN +4.86% $EQB +2.66% $VFV +2.05% $QSR +1.11% $BAM +0.1% ๐ด LOSERS: $CNR -XXXX% $TDOC -XXXX% $ENGH -XXXXX% $ATD -13.67%" @NewcomerInvest on X 2025-07-13 15:30:01 UTC 7091 followers, 4976 engagements
"@CDInewsletter Add in $EQB as well that did XX% not including dividends ๐" @NewcomerInvest on X 2025-07-10 14:47:40 UTC 7097 followers, XXX engagements
"Extremely sad news from $EQB today. My thoughts are with Andrew Moors family friends and all EQ employees ๐ A visionary who changed the landscape of Canadian banking. He will be missed" @NewcomerInvest on X 2025-06-24 13:26:36 UTC 7102 followers, 3756 engagements
"BREAKING NEWS: Chadwick Westlake will join $EQB as their new CEO beginning in August. Chadwick was previously their CFO until very recently. Im thrilled to see him come back to EQ" @NewcomerInvest on X 2025-07-09 15:25:14 UTC 7102 followers, 1169 engagements
"Exactly why Im bullish on $ATD especially now that the 7&I deal is no longer being considered" @NewcomerInvest on X 2025-07-17 00:02:57 UTC 7094 followers, 2525 engagements
"What went wrong ๐ด RTMs & Revenues declined by X% year over year to $4272B. If you cant grow your revenues you have limited room to grow your business. No one can cut costs into infinity. ๐ด They lowered their guidance to mid to high single digit adj EPS growth for 2025 (previously: 10-15% adj eps growth guidance). Why Due to: Continued trade uncertainty from the US A strengthening Canadian dollar" @NewcomerInvest on X 2025-07-23 23:22:59 UTC 7100 followers, XXX engagements
"Announced today. Multi-bullion dollar buyback is back โบ $ATD With a strong balance sheet and confidence in our long-term strategy we believe this program represents an efficient way to create long-term shareholder value CFO" @NewcomerInvest on X 2025-07-21 17:48:20 UTC 7103 followers, 4760 engagements
"Brookfield Wealth Solutions (formerly known as Brookfield Reinsurance) will be a huge driver of earnings growth moving forward Great writeup on it by Pershing Square $BN $BNT $BAM" @NewcomerInvest on X 2025-07-20 01:25:12 UTC 7103 followers, 13.7K engagements
"Biggest transformation of the portfolio over the last X years is the shift towards companies that pay small or no dividends. $BN $FFH $FNV $ATD are all around or below X% dividend yield. $KITS does not pay a dividend" @NewcomerInvest on X 2025-07-19 21:33:34 UTC 7103 followers, 3040 engagements
"@DrunkDividends @CDInewsletter @TheWiseIC @AJButton2 @SettlingNomads @BubleQe Putting $ATD back on you guys radar - tomorrow might look interesting" @NewcomerInvest on X 2025-07-16 23:23:24 UTC 7094 followers, 1052 engagements
"UPDATE: Guidance reduced downwards to mid to high single digit EPS growth for 2025 ๐ซฉ And they suspended their 2024-2026 outlook due to trade uncertainty ๐ซฉ Q2 revenues down X% vs last year ๐ซฉ Q2 adj EPS up X% vs last year ๐ $CNR" @NewcomerInvest on X 2025-07-22 21:58:46 UTC 7100 followers, 6103 engagements
"Outstanding Congratulations Josh and Abaxx team $ABXX" @NewcomerInvest on X 2025-06-20 19:55:46 UTC 7094 followers, 2232 engagements
"What do analysts think Following earnings the avg analyst price target was lowered from $XXXXXX to $XXXXX ( XX% higher than current price) There are now XX buy ratings XX holds and X sells. Analyst commentary: RBC: Encouragingly the companys operations were solid with the network running fluidly - evidenced by a X% improvement in car velocity a X% improvement in dwell a X% improvement in train delays and XX% higher GTMs/T&E Employee. Whereas operations had been a concern in 2024 it is our view that the overall network fluidity is a success factor for the company in 2025 Raymond James:" @NewcomerInvest on X 2025-07-23 23:31:39 UTC 7103 followers, 1051 engagements
/creator/x::NewcomerInvest