#  @tsxman Chris in Canada 🍁 Chris in Canada 🍁 posts on X about reit, $hrun, stocks, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::47828050/interactions)  - [--] Week [------] -9.90% - [--] Month [-------] +4% - [--] Months [-------] +123% - [--] Year [---------] -8.20% ### Mentions: [--] [#](/creator/twitter::47828050/posts_active)  - [--] Week [--] -55% - [--] Month [---] -30% - [--] Months [---] +83% - [--] Year [---] +1.10% ### Followers: [------] [#](/creator/twitter::47828050/followers)  - [--] Week [------] +0.28% - [--] Month [------] +0.88% - [--] Months [------] +5.10% - [--] Year [------] +7.80% ### CreatorRank: [-------] [#](/creator/twitter::47828050/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) 99.43% [finance](/list/finance) 58.62% [stocks](/list/stocks) 24.71% [cryptocurrencies](/list/cryptocurrencies) 11.49% [currencies](/list/currencies) 2.3% [technology brands](/list/technology-brands) 1.72% [social networks](/list/social-networks) 0.57% [exchanges](/list/exchanges) 0.57% [financial services](/list/financial-services) 0.57% [automotive brands](/list/automotive-brands) 0.57% **Social topic influence** [reit](/topic/reit) #29, [$hrun](/topic/$hrun) #1, [stocks](/topic/stocks) 10.92%, [in the](/topic/in-the) 8.62%, [bullish](/topic/bullish) 6.9%, [$line](/topic/$line) #1, [canada](/topic/canada) #3275, [inflation](/topic/inflation) #2037, [$cold](/topic/$cold) #39, [$homu](/topic/$homu) 4.6% **Top accounts mentioned or mentioned by** [@bb19043](/creator/undefined) [@trendbullish](/creator/undefined) [@yenoms](/creator/undefined) [@recoverytrade](/creator/undefined) [@teddygambino](/creator/undefined) [@tsxdivstock](/creator/undefined) [@rbc](/creator/undefined) [@bassammelh](/creator/undefined) [@parrafincontrol](/creator/undefined) [@thebenschmark](/creator/undefined) [@pjreddy](/creator/undefined) [@jamesjstuartb](/creator/undefined) [@mrneutralman](/creator/undefined) [@robertclayson3](/creator/undefined) [@bubleqe](/creator/undefined) [@djlowe](/creator/undefined) [@xlancebryantx](/creator/undefined) [@inthemoneypod](/creator/undefined) [@rouzimrouz](/creator/undefined) [@morguard](/creator/undefined) **Top assets mentioned** [Lineage, Inc. (LINE)](/topic/$line) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [GOU (GOU)](/topic/$gou) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Nomad Foods Limited (NOMD)](/topic/$nomd) [Camden Property Trust (CPT)](/topic/$cpt) [Autonomous Virtual Beings (AVB)](/topic/$avb) [Healthpeak (DOC)](/topic/$doc) [Rubic (RBC)](/topic/$rbc) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Suncor Energy, Inc. (SU)](/topic/$su) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Kraft Heinz Co (KHC)](/topic/$khc) [General Mills, Inc. (GIS)](/topic/$gis) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Equity Residential (EQR)](/topic/$eqr) [Campbell Soup Company (CPB)](/topic/$cpb) [Energy Transfer, LP. (ET)](/topic/$et) ### Top Social Posts Top posts by engagements in the last [--] hours "Updated TD table for Canadian and US multifamily #REITs. $MAA $CPT $DRR.U $HOM.U $MRG.UN $KMP.UN $MI.UN $CAR.UN $BEI.UN $NXRT $IRT @tsxman That took it up from [---] to maybe [---] / [---] these numbers imply that the $AVB deal + acquisitions were value destructive. @tsxman That took it up from [---] to maybe [---] / [---] these numbers imply that the $AVB deal + acquisitions were value destructive" [X Link](https://x.com/tsxman/status/1986562638688444908) 2025-11-06T22:33Z 11.1K followers, [----] engagements "@Mr_Neutral_Man @RecoveryTrade @FluctusCapital @robbiehendricks I added $NXRT in the last week. I found the conference call bullish though I have some unease about the overlapping of companies. Do either of you have a view on NYC-focused TSX-listed $GO.U Appreciate your insights" [X Link](https://x.com/tsxman/status/2000664884229365969) 2025-12-15T20:30Z 11.1K followers, [---] engagements "@ValueNotDeadYet So you are bearish long bond but bullish $T.TO which doesnt even have div coverage in current rate regime" [X Link](https://x.com/tsxman/status/2007845945061609885) 2026-01-04T16:05Z 11.1K followers, [---] engagements "Was paying closer attention adding a couple US listed positions in spouse $RBC @RBC account and wondered why it showed me down -2% even though I bought spread within a penny. Never realized RBC scammed clients so badly w/ insanely high fees. Closing acct & opening $IBKR asap" [X Link](https://x.com/tsxman/status/2008369437636784338) 2026-01-06T02:46Z 11.1K followers, [----] engagements "@Rodbhar @CarmySports @RBC $RBC forex rates are 3% above Seems like a rip off no I never usually add US stocks with that account so never noticed untl past week when I made the trade myself and noticed I was immediately down -2%. http://XE.com http://XE.com" [X Link](https://x.com/tsxman/status/2008658197603897470) 2026-01-06T21:53Z 11.1K followers, [---] engagements "@RobertClayson3 @MOJOJONO @RBC Dont see any reason to use an ADR. With IBKR you can buy direct hold direct not get scammed on currency exchanges. You can buy all over the world live time. There is simply no reason to use $RBC which is badly scamming Canadian RBC Direct Investing clients on US investments" [X Link](https://x.com/tsxman/status/2008661251048829021) 2026-01-06T22:05Z 11.1K followers, [---] engagements "$DOC announces the company is spinning out their senior care living portfolio with a new IPO to create a pureplay seniors care REIT which is the most in-favor real estate ATM. Seems like a smart way to get a higher multiple compare to MOBs and life science exposure" [X Link](https://x.com/tsxman/status/2008876968343982590) 2026-01-07T12:22Z 11.1K followers, [----] engagements "@BubleQe @arcresources I would be tempted to buy $ARX.TO but feels like the smart money dumped it on the Attachie news. Also don't want to have to ever have to care what the Blueberry First Nation bruhs are doing again. Have to think BC exposure is a hindrance to M&A outside who is already there" [X Link](https://x.com/tsxman/status/2009382373956141546) 2026-01-08T21:51Z 11K followers, [---] engagements "@BB19043 Getting very tempted pulling the trigger on natty but unsure about $ARX.TO with all those huge block dumps on Attachie news" [X Link](https://x.com/tsxman/status/2009660197426647303) 2026-01-09T16:15Z 11.1K followers, [----] engagements "@rynokinsight My post from [----] was spot on. $SU crushed $CNQ and Baskin buying in was your top signal. https://x.com/i/status/1510986494894546951 @garquake Suncor bears need to be careful. Despite the negativity on Twitter the company looks better QoQ to me. I think $SU will raise the dividend again in Q1. When permabears like @BarrySchwartzBW say buy $CNQ while being uneasy on Suncor it may have run its course in the short run. https://x.com/i/status/1510986494894546951 @garquake Suncor bears need to be careful. Despite the negativity on Twitter the company looks better QoQ to me. I think" [X Link](https://x.com/tsxman/status/2012938613088981427) 2026-01-18T17:22Z 11K followers, [----] engagements "@yenoms Multiple expansion incoming for $DOC on the senior spin-off IPO. I thought it should be worth at least 20% upside. Was oversold to start the year as it got tossed into $ARE life science bag after they cut dividend which is why I added in size" [X Link](https://x.com/tsxman/status/2013668565237334106) 2026-01-20T17:42Z 11.1K followers, [---] engagements "Like a number of food stocks. $NOMD lost around half of its trading multiple. Narrative about Ozempic is strong despite often dangerous & nasty side effects and the fact not many people in Europe are not planning to use it. NMD expects a return to positive EBITDA growth in 2026" [X Link](https://x.com/tsxman/status/2016249441359945833) 2026-01-27T20:38Z 11.1K followers, [----] engagements "DALIO: BE LONG FOOD REAL ESTATE IN STABLE JURISDICTIONS ESSENTIAL COMMODITIES THINGS PEOPLE NEED. DIVERSIFY IN MULTIPLE JURISIDICTIONS. You can watch the full video here: https://t.co/nEjt1dcLOF You can watch the full video here: https://t.co/nEjt1dcLOF" [X Link](https://x.com/tsxman/status/2016345852273406378) 2026-01-28T03:01Z 11K followers, [----] engagements "@djlowe Who ever imagined that company would have a higher multiple then CNRL one day We were posting about it when it was literally [--] cents and seen as a shitco in 2020" [X Link](https://x.com/tsxman/status/2016643719382835269) 2026-01-28T22:45Z 11K followers, [----] engagements "Updated TD bank #REIT charts. $HR.UN rocking a 7.7% implied cap rate despite being 80%+ best in class US multifamily & T.O industrial. $NRR.UN my last pureplay Canadian residential REIT after two takeouts in the past year not including my two foreign focused residential names" [X Link](https://x.com/tsxman/status/2016697534366851257) 2026-01-29T02:18Z 11K followers, [----] engagements "GUNDLACH: warming up to an idea of a violent long bond rally as he thinks there may be intervention. No position this week but warming up to the idea. $TLT $DXY $BND DoubleLines Jeffrey Gundlach sees no more Fed rate cuts under Jerome Powell https://t.co/IhaIij8DsJ DoubleLines Jeffrey Gundlach sees no more Fed rate cuts under Jerome Powell https://t.co/IhaIij8DsJ" [X Link](https://x.com/tsxman/status/2016734117740642542) 2026-01-29T04:44Z 11K followers, [----] engagements "JAY HATFIELD: Walsh the most hawkish Fed governor of all time has real time PCE below 2% says they are misreading shelter inflation thinks we get [--] cuts and says they are way behind the inflation curve. Warsh is unambiguously the most ultra hawkish fed: Hatfield on gold silver prices sliding https://t.co/ObnXiRjN4W Warsh is unambiguously the most ultra hawkish fed: Hatfield on gold silver prices sliding https://t.co/ObnXiRjN4W" [X Link](https://x.com/tsxman/status/2017391397586800961) 2026-01-31T00:16Z 11K followers, [----] engagements "$DOC #REIT reports all-time record new leasing in medical outpatient offices in [----]. Going forward with the spinout of seniors living IPO in 1H to capture a higher multiple on a portion of portfolio not being respected. Life science at trough. -1/+1% SPNOI growth for [----]. $DOC announces the company is spinning out their senior care living portfolio with a new IPO to create a pureplay seniors care REIT which is the most in-favor real estate ATM. Seems like a smart way to get a higher multiple compare to MOBs and life science exposure. https://t.co/sWURNh7KAP $DOC announces the company is" [X Link](https://x.com/tsxman/status/2018704790545457159) 2026-02-03T15:15Z 11.1K followers, [----] engagements "@yenoms Hopefully $DOC strategy of selling "low 6" highly occupied med office buildings to buy low occupancy San Francisco life science buildings cheaply works out. I look forward to the IPO of seniors spinout" [X Link](https://x.com/tsxman/status/2018709784451531001) 2026-02-03T15:34Z 11.1K followers, [---] engagements "$REI.UN bought back [---] million units in January or just under 1% (0.79) of all units outstanding. Good to see strength in the commercial real estate market that most people think is imploding. No position ATM" [X Link](https://x.com/tsxman/status/2018869824416338376) 2026-02-04T02:10Z 11.1K followers, [----] engagements "Low to mid 3s on [--] year USTs would be epic. Hope they get it done. How many more "stock market" shakedowns until bonds see a bigger rally US Treasury Secretary Bessent: I'm seeing very good foreign demand at Treasury auctions. US Treasury Secretary Bessent: I'm seeing very good foreign demand at Treasury auctions" [X Link](https://x.com/tsxman/status/2019468367992598630) 2026-02-05T17:49Z 11K followers, [----] engagements "@BassamMelh Every fund manager investor long greatly the same stocks. When that unwinds it will be helpful for other asset classes. Employment rolling seems bond bullish. Im not a macro guru. I am not going to fight the Fed. They want lower rates and have all the tools to make it happen" [X Link](https://x.com/tsxman/status/2019514754671472942) 2026-02-05T20:53Z 11K followers, [--] engagements "$ARX.TO resources from CIBC. No position @BB19043 Getting very tempted pulling the trigger on natty but unsure about $ARX.TO with all those huge block dumps on Attachie news. @BB19043 Getting very tempted pulling the trigger on natty but unsure about $ARX.TO with all those huge block dumps on Attachie news" [X Link](https://x.com/tsxman/status/2019572429119520770) 2026-02-06T00:42Z 11K followers, [----] engagements "DAVID ROSENBERG @EconguyRosie: "I LIKE THE AREAS THAT ARE NOT CORRELATED WITH THE MARKET. THOSE ARE: HEALTHCARE REITS & CONSUMER STAPLES." Rosenberg Nails It: Called for Humungous Dips in Gold Silver $6000 Not Off the Table Watch now: https://t.co/4x6S5c3qUz #gold #silver #economy #money #dollar #usd @DanielaCambone https://t.co/VeVjG3waI3 Rosenberg Nails It: Called for Humungous Dips in Gold Silver $6000 Not Off the Table Watch now: https://t.co/4x6S5c3qUz #gold #silver #economy #money #dollar #usd @DanielaCambone https://t.co/VeVjG3waI3" [X Link](https://x.com/tsxman/status/2019572911905165405) 2026-02-06T00:44Z 11K followers, [----] engagements "$ARX.To up 77% from my post in [----] about Attachie. I sold it in [----] around $20. Only real money 'losing' error I made in energy past decade was re-adding Pipestone which had an Attachie-like issue but as a standalone asset which then sunk the stock. Avoided Montney E&P since $ARX.TO says they are ready to sanction their Attachie project upon full resolution with the Blueberry First Nation and B.C. government. Once complete expected to generate $350M FCF at current strip pricing. Says current dividend and [----] budget sustainable from $30 WTI. https://t.co/d2YnY2X0s4 $ARX.TO says they are" [X Link](https://x.com/tsxman/status/2020127081934275051) 2026-02-07T13:26Z 11K followers, [----] engagements "Interesting write-up from Edgepoint last week in their income fund. It's all about their history as a $CFW.TO investor. Calfrac's bond was their longest held investment vehicle until it was called. They owned it since [----]. https://edgepointwealth.com/article/Q4-2025-credit-commentary/ https://edgepointwealth.com/article/Q4-2025-credit-commentary/" [X Link](https://x.com/tsxman/status/2020635963299676392) 2026-02-08T23:08Z 11.1K followers, [----] engagements "@km66chu They did amazing in $TOT.TO too. What do you think their game plan is with $TOU.TO which appears to be their last remaining E&P stock and it's a major position which they held for ages" [X Link](https://x.com/tsxman/status/2020675225289908318) 2026-02-09T01:44Z 11K followers, [--] engagements "@parrafincontrol @xLanceBryantx @NuggetCapital @Sportellosprea1 I believe $TNT.UN trading less then land value at $178 psf implied. They sold a building for residential conversion in Ottawa from 60s for $180 psf 2-years ago. $D.UN's d/t T.O seeing record leasing in [----]. $AP.UN possibly a $0 bcuz of high leverage risks. My [--] cents" [X Link](https://x.com/tsxman/status/2020977756465692718) 2026-02-09T21:46Z 11.1K followers, [---] engagements "Bonds seem like good risk-reward for a tactical trade in [----]. Low inflation prints. Incoming Fed chair. Probably weak job reports per comments today. If yields spike can't see how it's good for most stocks and bonds will probably fall less. Probably wrong but I've been adding. So let me get this straight. Trump appoints a Fed chair to aggressively cut rates and the market is pricing in just two 25bp cuts Im taking the over all day long. https://t.co/Xf6vUnMFFJ So let me get this straight. Trump appoints a Fed chair to aggressively cut rates and the market is pricing in just two 25bp cuts Im" [X Link](https://x.com/tsxman/status/2020990089698877904) 2026-02-09T22:36Z 11.1K followers, [----] engagements "$HR.UN reports tmrw. Has been seeing large [--] figure block trades all year into today. Will Hoftstedter announce a US multifam spinout pureplay & hopefully potential liquidation or sale of the industrial & co. That would be my ideal choice outside of a total privatization. $HR.UN out with an announcement. Transferring Lantower Residential to be managed by Greystar a large private real estate company and their main development guy is leaving the #REIT. Also confirmed the sale which we already knew was executed. https://t.co/nzrwUtAEwZ $HR.UN out with an announcement. Transferring Lantower" [X Link](https://x.com/tsxman/status/2021668590533988848) 2026-02-11T19:32Z 11.1K followers, [----] engagements "Nice move on the [--] year UST on a day of RED. It only took another stock market shake out to get there. The only thing in my PF that is green today. Sometimes it isnt about the bond move but what you can buy when everything else tanks. 26% FI exposure for now. Bonds seem like good risk-reward for a tactical trade in [----]. Low inflation prints. Incoming Fed chair. Probably weak job reports per comments today. If yields spike can't see how it's good for most stocks and bonds will probably fall less. Probably wrong but I've been adding. Bonds seem like good risk-reward for a tactical trade in" [X Link](https://x.com/tsxman/status/2022012256356380852) 2026-02-12T18:17Z 11.1K followers, [----] engagements "@TSXDivStock I guess it is the AI story sinking $CBRE. Big blocks again today and high volume. Someone big has bought all year likely million of unit. Probably another fund. I'd buy more but already a huge position" [X Link](https://x.com/tsxman/status/2022020320421625927) 2026-02-12T18:49Z 11.1K followers, [---] engagements "$HR.UN #REIT from TD Bank. In my opinion sentiment will be driven further or not from the call tomorrow. Depending on how evasive Mr. Hofstedter is" [X Link](https://x.com/tsxman/status/2022175882111312039) 2026-02-13T05:07Z 11.1K followers, [----] engagements "US food stocks have been crushed over the past couple years. Some Canadian ones like $SAP.TO & $MFI.TO have turned it around and are having an exceptional year. Added a couple names over the past month into tax loss selling/peak Ozempic narrative. $KHC $NOMD $MDLZ $GIS $FLO" [X Link](https://x.com/tsxman/status/2001358183961628780) 2025-12-17T18:25Z 11.1K followers, [----] engagements "@RecoveryTrade Baupost has $COLD as one of their top holdings. Seth Klarman a real estate specialist and one of the best value investors in the world That's a $LINE I wouldn't want to cross as a short @TheBenSchmark" [X Link](https://x.com/tsxman/status/2010914714096689507) 2026-01-13T03:20Z 11.1K followers, [---] engagements "Nice find from @RecoveryTrade w/ $LPRE manager which is an actively managed US REIT fund. Valuations unreal outside of GFC. Buying Sunbelt apartments at 6.5-7.5 implied cap when private market values going at 5-5-1/4%. Likes $LINE at 12x FCF $COLD at 10x FCF. Highly rec'd listen. @tsxman @TheBenSchmark Long Pond is also an investor in $COLD based on its 13-F John Khoury (Long Pond's CIO) also spoke about investing in $LINE in his Capital Allocators interview. https://t.co/9IcijFAdAC @tsxman @TheBenSchmark Long Pond is also an investor in $COLD based on its 13-F John Khoury (Long Pond's CIO)" [X Link](https://x.com/tsxman/status/2011199996322865278) 2026-01-13T22:13Z 11.1K followers, [----] engagements "@RecoveryTrade $LPRE current holdings. $CPT Camden Trust the largest; $COLD one of their largest holdings. They discus it and $LINE at the 46:00 minute mark of the interview" [X Link](https://x.com/tsxman/status/2011255692926300245) 2026-01-14T01:54Z 11.1K followers, [----] engagements "@TheBenSchmark Nice to see the $LINE plunge on $COLD storage. Seems nobody wants to build anymore and the two largest players control over half the market making it even tough for smaller players. Added a small $TAP position couple weeks ago - 's flagship brewery trading at multiple troughs" [X Link](https://x.com/tsxman/status/2013384490433839218) 2026-01-19T22:54Z 11.1K followers, [----] engagements "@BB19043 They put out a report today on $KEY.TO. Trading at a 6.7x ev/ebitda multiple on a [----] basis" [X Link](https://x.com/tsxman/status/2013641455814774910) 2026-01-20T15:55Z 11.1K followers, [---] engagements "$AX.UN now up 43% YoY and 59% off the Q4 bottom. Still showing 4.7m units sold short. Vision Capital getting clock cleaned badly. Jeff Olin talked Artis down on @inthemoneypod in Sept w/o disclosing his positioning as one of his main shorts. Good to see disclosure changing there Buy $AX.UN before the re-rate as a growth bank Artis trading very cheaply today and out of favor. As a liquidation story you could likely make a lot of money recyling capital which is their go-forward plan. Samir Manji Ben Rodney/RFA both smart and highly aligned insiders here https://t.co/P0DFCsXr1v Buy $AX.UN before" [X Link](https://x.com/tsxman/status/2014452970352468397) 2026-01-22T21:39Z 11.1K followers, [----] engagements "@inthemoneypod Jeff Olin is shorting $LINE with @TheBenSchmark but is super long $COLD which they recently praised and talked positive of. This is a toe-to-toe battle between Seth Klarman and JabroniCoin. My confidence isn't super high but I have a medium position in Lineage which I'm watching" [X Link](https://x.com/tsxman/status/2014459065565376975) 2026-01-22T22:04Z 11.1K followers, [----] engagements "Seeing a lot of high multiple stocks get hammered when the narrative changes. No interest in software (nor knowledge) but why does $BAM justify such a lofty valuation say relative to $DRM.TO which has a large asset management as well How is it cheap Why shouldn't it fall more" [X Link](https://x.com/tsxman/status/2018855585178079312) 2026-02-04T01:14Z 11.1K followers, [----] engagements "$BAM / $BAM.TO bought back a few shares but the share buyback looks like a joke as it should be given high valuation but enough to get the fanboys excited. A Canadian cult favourite that still looks crazy expensive relative to other options. Could be wrong but curious" [X Link](https://x.com/tsxman/status/2018858872652562623) 2026-02-04T01:27Z 11.1K followers, [----] engagements "$TRI.TO / $TRI another "buy forever" cult fav stock widely promoted. Was trading at 50x earnings only months ago. Price drives narrative. Insiders who were dumping it were the smart money" [X Link](https://x.com/tsxman/status/2018865706629308509) 2026-02-04T01:54Z 11.1K followers, [----] engagements "Updated CIBC #REIT guide for resi. Newly listed $GO.U looking like the most attractive residential name to me now as it sold off post IPO likely on the Mamdani fears w/ wide institutional/insider buying at $15 (IPO price). 6.5% implied cap $940k/unit in NYC's Upper East Side. Is $GO.U #REIT a buy Was rightly skeptical on it given it went public in Canada w/ NYC real estate in a bear market. Insiders added $13 million past couple months & filed for an NCIB. Institutional grade "real estate specialists" major bagging from [----] IPO at $16 (30% https://t.co/SxAxX5NiQ4 Is $GO.U #REIT a buy Was" [X Link](https://x.com/tsxman/status/2018957434786554032) 2026-02-04T07:58Z 11.1K followers, [----] engagements "Interesting to note in CIBC's updated report that $HR.UN #REIT is now under restricted. Something going on there Still decent opportunity in a lot of names although a number have disappeared and/or tightened" [X Link](https://x.com/tsxman/status/2018957833983693090) 2026-02-04T08:00Z 11.1K followers, [----] engagements "Nice to see $LINE up 7% on massive volume (which has been continuous.) my $NOMD picking up steam along with other food stocks posting decent results for Q4. Looks like a rotation. I like Food stocks got wrecked this year. My former favorite $SAP.TO is up 57% YTD. Have been adding $NOMD in addition to $LINE which is cold storage/food related logistics service. Tariffs & inflation really hurt the food industry but it isn't going away. Anybody got some FOOD tips Food stocks got wrecked this year. My former favorite $SAP.TO is up 57% YTD. Have been adding $NOMD in addition to $LINE which is cold" [X Link](https://x.com/tsxman/status/2019154042954396046) 2026-02-04T21:00Z 11.1K followers, [----] engagements "Large cap US MF #REITs under pressure but on the $EQR call last week they noted that New York (15% exposure) remains the strongest market in the . Could bode well for undervalued listed US-focused resi names like $HR.UN (30% of MF exposure is NYC area) & $GO.U (100% NYC)" [X Link](https://x.com/tsxman/status/2020586529211793774) 2026-02-08T19:52Z 11.1K followers, [----] engagements "@BB19043 Added a modest position in $ARX.TO. Team Terry rocking the Vermilion Energy multiple is compelling. Has lost nearly $5bn of market cap since the Attachie news first became known. R/R good" [X Link](https://x.com/tsxman/status/2021256822854656052) 2026-02-10T16:15Z 11.1K followers, [---] engagements "@djlowe You think it's a buy here" [X Link](https://x.com/tsxman/status/2021665588247245193) 2026-02-11T19:20Z 11.1K followers, [---] engagements "Food stocks got wrecked this year. My former favorite $SAP.TO is up 57% YTD. Have been adding $NOMD in addition to $LINE which is cold storage/food related logistics service. Tariffs & inflation really hurt the food industry but it isn't going away. Anybody got some FOOD tips BREAKING 🚨: Campbell's Soup $CPB falls to 2nd lowest price since [----] 📉📉📉 https://t.co/XrMpC1geGX BREAKING 🚨: Campbell's Soup $CPB falls to 2nd lowest price since [----] 📉📉📉 https://t.co/XrMpC1geGX" [X Link](https://x.com/tsxman/status/1996038214948454741) 2025-12-03T02:06Z 11.1K followers, 12.8K engagements "If you had to pick a loser REIT to recover the most over the next 12-months which would you chose Multiples/valuations in the gutter. Cold storage joins office as terminal decline just as office showing strong signs of rebound. Life science gutted. $ARE $LINE $D.UN $SLG $COLD" [X Link](https://x.com/tsxman/status/1998770238599393450) 2025-12-10T15:02Z 11.1K followers, [----] engagements "Nice read from @Convertbond who has been spot on last couple years. Top picks $ET $DGE.L $AA $SLB. Thinks AI stocks tank in [----] and a rotation into value. Nasdaq [---] Valuation - December 2025: $32.4T 2022: $12.4T *Wealth concentration - the most crowded consensus thinking in decades. Everyone is in the same trade. Three things you need to know please share. Enjoy this holiday week. Nasdaq [---] Valuation - December 2025: $32.4T 2022: $12.4T *Wealth concentration - the most crowded consensus thinking in decades. Everyone is in the same trade. Three things you need to know please share. Enjoy" [X Link](https://x.com/tsxman/status/2004175767799058613) 2025-12-25T13:01Z 11.1K followers, [----] engagements "CIBC midstream multiples for North America. Canadian names trading at multiple premiums here. $ET $OKE $PAA $KMI $PPL $TRP $ENB $KEY" [X Link](https://x.com/tsxman/status/2011729082376188298) 2026-01-15T09:16Z 11.1K followers, [----] engagements "$BAM / $BAM.TO listed as by far the most expensive 'alternative asset manager' by TD especially as they are now expanding into the AI game. Even more expensive then $BX. No position just trying to figure out the sell-offs & seeing if opportunity" [X Link](https://x.com/tsxman/status/2018951239313092926) 2026-02-04T07:34Z 11.1K followers, [----] engagements "$T.TO free cash flow yield less then the dividend yield. Telus remains highest multiple name in space because of dividend. $BCE.TO has closed the gap to $RCI.B which was trading at a crazy discount last year until huge run. Once discounted $QBR.B no longer discounted at all" [X Link](https://x.com/tsxman/status/2018977012572996062) 2026-02-04T09:16Z 11.1K followers, [----] engagements "No position in $T.TO and see no reason whatsoever to consider one but wonder why the company is trying to convince people with a public release that buying back shares is a smart idea when you have 10% baa3 30-year bonds floating around and an uncovered dividend. Kind of sketchy" [X Link](https://x.com/tsxman/status/2008386844128411803) 2026-01-06T03:55Z 11.1K followers, 11K engagements "$CAG's new presentation says that high protein frozen food is growing at an double digit rate. Have been following the industry closer and have been adding to a few food stocks. IMHO the most hated sector with biggest disconnect to average multiples $COLD $LINE $GIS $NOMD" [X Link](https://x.com/tsxman/status/2011485240787599464) 2026-01-14T17:07Z 11.1K followers, [----] engagements "Bottom in for Sunbelt REITs Absorption turning positive after multiple years of too much supply now about to roll off pretty hard. Added a couple names $MAA $HOM.U as they sold off pretty aggressively. US multifamily a contrarian play for 2026" [X Link](https://x.com/tsxman/status/1988054723711431077) 2025-11-11T01:22Z 11.1K followers, [----] engagements "@rouzi_mrouz TD $HR.UN NAV est was $16.40 w/ a take out bid at $14 which is believable to me as there is plenty of evidence of 5% cap rate deals on US multifamily. Also H&R properties are newer then most. But strategic direction is lapsing despite being assured was coming on Q3 call by YE" [X Link](https://x.com/tsxman/status/2022270595459629075) 2026-02-13T11:24Z 11.1K followers, [---] engagements "EV/EBITDA multiples for Canadian gold producers. Some names are still trading well below historical reference ranges while others like $AEM & $LUG are trading significantly above. $BTG $EDV $ELD" [X Link](https://x.com/tsxman/status/2014377027030130779) 2026-01-22T16:38Z 11.1K followers, [----] engagements "$HR.UN out with an announcement. Transferring Lantower Residential to be managed by Greystar a large private real estate company and their main development guy is leaving the #REIT. Also confirmed the sale which we already knew was executed. @pjreddy I think $HR.UN will be making a bigger announcement personally. They are clearly up to something. Caldeon lands listed Gowanus listed the hard to sell assets sold. Maybe a SIB Maybe a spinout announcement Maybe a deal with the CPPIB on industrial. Should be interesting. @pjreddy I think $HR.UN will be making a bigger announcement personally. They" [X Link](https://x.com/anyuser/status/2016997152929521817) 2026-01-29T22:09Z 11.1K followers, 14.1K engagements "Guys who used to like these names $COLD $LINE are quiet as a mouse and people like Seth Klarman are adding to their value fund alongside activists who see a private market arbitrage and will soon force a sale. What side would you rather be on Analysts loved them all the way down $COLD BofA d/g because '26 will be another tough year.pretty sure management said this last quarter no Sell rating while there are activists newly on the board and tons of RE capital looking for deals timing seems maybe not great. $COLD BofA d/g because '26 will be another tough year.pretty sure management said this" [X Link](https://x.com/tsxman/status/2020135228786831811) 2026-02-07T13:59Z 11.1K followers, [----] engagements "US multifamily space looking good for [----]. Cycle bottom entry as new supply subsides. $NXRT $GO.U $HR.UN $AVB $MAA $CPT $EQR Apartment rents are still flat or negative in most U.S. markets BUT is momentum starting to shift Of the [--] largest markets [--] saw improvement in year-over-year rent change in Jan'26 versus the low point of [----]. That includes not only hot markets like San Francisco and New https://t.co/YTQWfIMpxr Apartment rents are still flat or negative in most U.S. markets BUT is momentum starting to shift Of the [--] largest markets [--] saw improvement in year-over-year rent change" [X Link](https://x.com/tsxman/status/2021255380286783605) 2026-02-10T16:10Z 11.1K followers, [----] engagements "Warned people on $AP.UN. $1.4 billion writedown this quarter but it gets worse with their equity raise which is only to salvage debt re-payment ability. AIMco upping $150 million. Guess they getting sucked into the shitco REITs like they did with oil and gas companies. Before anybody buys the dip on $AP.UN I would suggest reviewing the cap rate assumptions they use at 4.94%. Between that and their debt rollover pipeline I think they have bigger issues. A move to 7% cap rate which is probably still low would wipe out $2bn more in value. https://t.co/CGnq68JBnh Before anybody buys the dip on" [X Link](https://x.com/tsxman/status/2021344949602766979) 2026-02-10T22:06Z 11.1K followers, [----] engagements "$MRG.UN #REIT out with results. Tiny position here so don't follow it intimately. I thinK parent co $MRC.TO is where the skrillah will be made at Morguard eventually. All Canadian & US markets for #Morguard up YoY in rent except Florida. Occupancy dipped a bit" [X Link](https://x.com/tsxman/status/2021349812814459375) 2026-02-10T22:25Z 11.1K followers, [----] engagements "$ARX.TO very low financing rate for Team Terry despite Attachie being a write-off. 3.349% financing is pretty impressive" [X Link](https://x.com/tsxman/status/2021356312152703188) 2026-02-10T22:51Z 11.1K followers, [----] engagements "$TRI / $TRI.TO no position and not taking one but curious why these stocks are tanking. TD report suggests AI will replace jobs in the legal sector although they are not seeing evidence of reduced head counts "today." Markets are forward looking after all" [X Link](https://x.com/tsxman/status/2021620196201370099) 2026-02-11T16:19Z 11.1K followers, [----] engagements "$PD.TO says Canadian drilling season to be busier then last year. Says they're seeing very strong customer demand in the US for #natgas drilling where rigs increased by 20% to meet LNG/AI demand. 1H will be busier then last year w/ all super singles & superspecs nearly sold out" [X Link](https://x.com/tsxman/status/2021795729065316845) 2026-02-12T03:57Z 11.1K followers, [----] engagements "@TSXDivStock Most US names seem to be red but the large weighting to a few in the ETF make it green. MF names are down 2-5% today. I think it is the AI story in addn to mkt weakness. As for AP probably imho people got spooked by that as most do not follow space close enough to know betetr" [X Link](https://x.com/tsxman/status/2022026971325378649) 2026-02-12T19:16Z 11.1K followers, [---] engagements "$HR.UN writedown mainly came in NYC where they reduced Jackson Park by 23%. Tiny basis point cap adjustments elsewhere. Seems like they could still be going thru a sales process to right size NAV to buyer. Co. was evasive on promised details from last Q. Will be grilled on call" [X Link](https://x.com/tsxman/status/2022164020527345920) 2026-02-13T04:20Z 11.1K followers, [---] engagements "$HR.UN big jump in residential NOI QoQ & YoY. FFO up. Residential + industrial up to 84% in Q4 from 69% in Q3. They are making good progress and results look fantastic but people want news on the strategic repositioning which Hofstedter assured would come "year-end" on last call" [X Link](https://x.com/tsxman/status/2022169485432721675) 2026-02-13T04:42Z 11.1K followers, [---] engagements "@BB19043 $AAV.TO report this evening FWIW" [X Link](https://x.com/tsxman/status/2022239107108524295) 2026-02-13T09:19Z 11.1K followers, [---] engagements "RT @Convertbond: Mag7 free cash flow is in free fall. These guys bought back $1.1T of stock in recent years dramatically supporting $QQQ N" [X Link](https://x.com/tsxman/status/2022694171069550844) 2026-02-14T15:27Z 11.1K followers, [--] engagements "Seems to be that Ozempic is to food stocks what solar panels were to the demise of oil and gas. I personally don't know anybody on Ozempic and it sounds unhealthy with plenty of nasty side effects. Tariffs and inflation (macro) in my view worse of an impact based on my research. @tsxman The tough thing with all food stocks is that with Ozempic and peer offerings the average American literally just consumes fewer calories So there isnt a natural mean reversion for $LINE $COLD $CPB $SG $CMG etc so all these companies need to steal someone elses market to grow @tsxman The tough thing with all" [X Link](https://x.com/tsxman/status/1996313112933527675) 2025-12-03T20:18Z 10.8K followers, [----] engagements "@Mr_Neutral_Man Investor day presentation is pretty interesting. Big non core dispositions planned for [----] and $600m of cash retained after the dividend" [X Link](https://x.com/tsxman/status/1996362119592489149) 2025-12-03T23:33Z 10.8K followers, [---] engagements "@Mr_Neutral_Man Added w/u. Bondholders say it is safe until [----] with a very high credit grade rating. Watched it for years' always glad I didn't own it but think it is compelling here trades below private market and has a high MOAT relative to peers in an asset class people are stereotyping" [X Link](https://x.com/tsxman/status/1996647166581047679) 2025-12-04T18:25Z 10.9K followers, [---] engagements "Canadian bond yields up [--] bps this morning off an apparent hot job market. Almost everybody thought they were going lower while the US was supposed to be the economy on fire but is now rolling over with a Fed about to cut rates as unemployment spikes. https://t.co/ZXPwxBdkv2 https://t.co/ZXPwxBdkv2" [X Link](https://x.com/tsxman/status/1996945632905347238) 2025-12-05T14:11Z 10.8K followers, [----] engagements "$HR.UN now down 21% since K2 put out their note on July [--]. Getting absolutely hosed by Hofstedter from the brutal Q3 call even though the developments were positive & if relayed correctly could have resulted in material upside. 83% res & ind. now and trades like an office REIT. We want more info I did find it a bit strange that mgmt was not dismissive of the bids but at the same time hadn't disclosed that a process was happening. $HR.UN The K2 Principal Fund L.P. Raises Concern Over Secrecy at H&R REIT https://t.co/IHE1ntmlCJ We want more info I did find it a bit strange that mgmt was not" [X Link](https://x.com/tsxman/status/1996987374019002779) 2025-12-05T16:57Z 10.8K followers, 12.6K engagements "In a normal job one might have gotten fired for this dreadfully bad performance like $HR.UN's CEO who seems indifferent to grinding down unitholder prices. Even $PMZ.UN which was born out of H&R "non core assets" is outperforming. Wonder what @K2Associates thinking here" [X Link](https://x.com/tsxman/status/1997050931674841229) 2025-12-05T21:10Z 10.8K followers, [--] engagements "BIG BOY INSIDER BUYS @Morguard entities: $MRG.UN director Bruce Robertson filed for $224450 of units today. He added $400k last month. Meanwhile George Armoyan added $504900 of $MRC.TO now has $154000000+ plus more in $MRT.UN" [X Link](https://x.com/tsxman/status/1997063896633352696) 2025-12-05T22:01Z 10.8K followers, [----] engagements "@TeddyGambino IMO we need to see evidence of supply-demand imbalances (big draws) that will require higher levels of D&C. So far it seems the monster wells coming online and efficacy gains from new completion techniques are stymieing the bull thesis. ACDC unique risks so timing important" [X Link](https://x.com/tsxman/status/1997066840795685172) 2025-12-05T22:13Z 10.9K followers, [---] engagements "@Rytetz29 @TeddyGambino No question of $TCW.TO's greatness but if the worm turns the US names will rally more given the destitute pricing levels relative to where they need to go to replenish/rebuild equipment in that space imho" [X Link](https://x.com/tsxman/status/1997076835650490773) 2025-12-05T22:53Z 10.9K followers, [---] engagements "@rockcreekfreak @Morguard Didn't see it. But the $ACX.TO insider buys are very compelling. Obviously the directional drillers see something in their business that not everybody else sees. The ownership roster at ACT remains compelling. Something is going to happen there" [X Link](https://x.com/tsxman/status/1997132653812760746) 2025-12-06T02:35Z 10.9K followers, [---] engagements "@pjreddy @mark_ledain $CAR.UN here. Never owned it now on my list but will wait for more forced selling to buy. AFFO multiple lowest since [----] which creates an attractive entry point as new construction drops like a stone" [X Link](https://x.com/tsxman/status/1997359167376445582) 2025-12-06T17:35Z 10.8K followers, [---] engagements "$ALEX a Hawaii-based CRE REIT out with news. They will be going private at a 38% premium to today's close. Had a modest position in my RRSP. Buying deep value at cyclical troughs isnt a bad strategy no matter how much people make fun of you at times" [X Link](https://x.com/tsxman/status/1998162219251413413) 2025-12-08T22:46Z 11K followers, [----] engagements "Which #REIT is next to get taken out or privatized These are my guesses if not add yours below. $mi.un $mrt.un $hom.u $mrc.to $hr.un Minto Morguard (MRT) H&R BSR REIT Minto Morguard (MRT) H&R BSR REIT" [X Link](https://x.com/tsxman/status/1998193512408584222) 2025-12-09T00:50Z 10.9K followers, [----] engagements "@BubleQe $SRU.UN & $SGR.U both have challenged distribution coverage. I think CAPREIT will bring the most upside over the next 12-months because of the TSX-60 deletion" [X Link](https://x.com/tsxman/status/1998195366131540422) 2025-12-09T00:57Z 10.8K followers, [---] engagements "Well as you know I had been super bullish on $NXR.UN but sold it a while ago because I have concerns about the Windsor-London market due to tariff wars. Distribution riskier for that reason (plus slowing rent growth) but also privatization potential. CEO said suitors want pf but big insider doesn't want to sell at the recent real estate conference. So I don't think I'd buy it for the distribution safety alone because it is far from guaranteed. They have been impressive in re-leasing the two bankruptcies and have a strong team" [X Link](https://x.com/tsxman/status/1998196566297870360) 2025-12-09T01:02Z 10.8K followers, [---] engagements "Updated TD multiple charts for residential REITs. Their report on $CAR.UN today suggests [---] million units will be churned out due to the TSX-60 deletion. 1.4% of all units bought back last month & expect heavy use of NCIB in December. $NRR.UN $MRG.UN $MI.UN $KMP.UN $BEI.UN" [X Link](https://x.com/tsxman/status/1998479268087537908) 2025-12-09T19:46Z 10.9K followers, [----] engagements "@trend_bullish Can't wait to see the bullish break out trends for REITs. "It's been a thousand years." - a pre [----] REIT investor" [X Link](https://x.com/tsxman/status/1998772717231775850) 2025-12-10T15:12Z 10.9K followers, [---] engagements "Multiple charts from TD showing US REIT names. Space is generally near 52-wk lows and trading at discounts well in excess to multi-year avgs. Makes it attractive in a rate cut environment w/ very little new supply after a build cycle. $EQT $AVB $CPT $ESS $UDR $MAA $CSR $HOM.U" [X Link](https://x.com/tsxman/status/1998878886634123557) 2025-12-10T22:13Z 10.9K followers, [----] engagements "Jeff Gundlach @DLineCap says crystal clear more rate cuts coming when Powell is gone in summer. Yield steepner. $DXY lower a high confidence trade. Bullish on commodities for first time in ages. Increasing emerging market fixed income exposure. @DLineCap You can watch @ScottWapnerCNBC's full interview with @DLineCap's Jeffrey Gundlach here: https://t.co/0Ow8bfrtVm @DLineCap You can watch @ScottWapnerCNBC's full interview with @DLineCap's Jeffrey Gundlach here: https://t.co/0Ow8bfrtVm" [X Link](https://x.com/tsxman/status/1998942156640354607) 2025-12-11T02:25Z 10.9K followers, [----] engagements "$NXRT an interesting one. Smallcap Class B US multifam Sunbelt REIT. Caters to modest income renters. Higher debt leverage. 40% off their touted NAV (5.25-.75 cap rates). High insider ownership. On Q3 call they said they'll consider selling the co if discount gap doesn't close. @tsxman $NXRT and $BHM a good chunk of their portfolio is in single family homes (easy to value and offload at market prices). $BHM has been winding down their SFH portfolio to get into multi-family in the sunbelt. Seems pretty good from a timing perspective. @tsxman $NXRT and $BHM a good chunk of their portfolio is in" [X Link](https://x.com/tsxman/status/1998982010115883426) 2025-12-11T05:03Z 10.9K followers, [----] engagements "$HOM.U @BSR_REIT uploaded their new presentation today. They include a forecast for a return to positive rent growth in their core Texas markets. Outline transition to higher quality Class A properties in a core region. Trading at a 30% discount to NAV using 5.2% cap rates. Bottom in for Sunbelt REITs Absorption turning positive after multiple years of too much supply now about to roll off pretty hard. Added a couple names $MAA $HOM.U as they sold off pretty aggressively. US multifamily a contrarian play for [----]. https://t.co/aEK9uShleY Bottom in for Sunbelt REITs Absorption turning positive" [X Link](https://x.com/tsxman/status/1999243872715833696) 2025-12-11T22:24Z 10.9K followers, [----] engagements "@SA_VanInvestor @BSR_REIT I took a $HOM.U position on the recent pullback to $11. People are getting cold feet from the Class B shares being sold for NAV to $AVB and then the redeployment of capital so agree it is a show me story. Seems like they are making progress" [X Link](https://x.com/tsxman/status/1999250452253385076) 2025-12-11T22:50Z 10.9K followers, [---] engagements "The OFS expansion into the data center/power generation theme continues. $HAL out with a [---] megawatt deal. Similar news has propelled $PUMP & $LBRT shares to top 2H performers in the energy space. Wonder if $ACDC will pull a rabbit out of a hat as they working on same deal" [X Link](https://x.com/tsxman/status/1999256140820168980) 2025-12-11T23:13Z 11K followers, [----] engagements "TD laying down the case for Canadian #REITs to be a top performing asset class in [----] after multiple years of underperformance which has historically correlated to very strong rebounds in the subsequent years" [X Link](https://x.com/tsxman/status/1999573991959257183) 2025-12-12T20:16Z 10.9K followers, 14.3K engagements "@trend_bullish $HR.UN is by far my favorite now. Listed in but almost all remaining assets are in the USA. Majority high quality US residential. I think it will re-rate or sell entirely in the next 12-months. Trades at an 8.1% implied cap 40% real NAV discount. 30-50% upside target '26" [X Link](https://x.com/tsxman/status/1999576571053576470) 2025-12-12T20:26Z 10.9K followers, [----] engagements "@trend_bullish @JamesJstuartb @rouzi_mrouz I am playing it mostly catalyst driven until sentiment improves and they go up-down on fundamentals. I think most my exposure can do well if right about catalysts even if sentiment remains unfavorable" [X Link](https://x.com/tsxman/status/1999592153232662641) 2025-12-12T21:28Z 10.9K followers, [---] engagements "@F4DE2BL4CK Two years in a row I picked the best performing REIT in Canada. Never had any position in Allied and was vocally bearish over a year and posted plenty about it. Did a lot of research in office and didn't make money there though . Probably coming in 2026" [X Link](https://x.com/tsxman/status/1999916119898153334) 2025-12-13T18:55Z 10.9K followers, [---] engagements "@F4DE2BL4CK @Bullishbearz69 The dude unfriended me over a year ago and likely marked the bottom of the space. The Google and Royal Bank flex posts were annoying anyways. Great calls though" [X Link](https://x.com/tsxman/status/1999936013133881474) 2025-12-13T20:14Z 10.9K followers, [---] engagements "@pjreddy Will pretend it isn't in my portfolio. Once $HR.UN spins off the remaining of assets and probably the industrial portfolio it is showtime. My guess it happens in the next year. Then we can re-rate or push for a sale into reversing Sunbelt rents and lower UST rates. $14-15 pt" [X Link](https://x.com/tsxman/status/2000959843105161441) 2025-12-16T16:02Z 10.9K followers, [---] engagements "@TeddyGambino If I thought Trump was really going to blockade Venezuela it might make me bullish. But I think they will remove him and add incremental barrels to the market of which most will challenge Canadian exports at the USGC. He lifted sanctions on Belarus potash the other day as well" [X Link](https://x.com/tsxman/status/2001101698916380890) 2025-12-17T01:26Z 10.9K followers, [---] engagements "@TwoBarrelsofOil @TeddyGambino Obviously $CVX stands to benefit a lot of Venezuela opening up. Doesn't make me want to buy Chevron but no question they will benefit. Guessing if they work to revive the Venezuela oil industry there will be some good ops in oilfield service contracts as well" [X Link](https://x.com/tsxman/status/2001103156537594138) 2025-12-17T01:32Z 10.9K followers, [---] engagements "@JoshYoung I would go with $GFR. They should recover their lost production + new management and if their new drilling pad is successful post some good results and perhaps get a multiple re-rate. Risk is oil stays in the gutter or worsens and their debt build becomes excessive / equity raise" [X Link](https://x.com/tsxman/status/2001103932798496939) 2025-12-17T01:35Z 10.9K followers, [----] engagements "@yenoms @TimmerFidelity Let's see how it ages over the next year. A macro pro suggested bitcoins over government treasuries. Tough for me to take anybody serious who recs Bitcoin as a safe trade idea but we'll see" [X Link](https://x.com/tsxman/status/2001832756075266518) 2025-12-19T01:51Z 10.9K followers, [--] engagements "Good watch with @EconguyRosie. Very interesting whatever you think of him. Thinks consumer staples trade can make year if tariffs overruled likes REiTs and consumer staples for [----] warming to energy. Still bullish Asia/Yen. Max bearish $QQQ. https://youtu.be/D9JLRGNKp9osi=KLWDT_CqJ9L_5O3Y https://youtu.be/D9JLRGNKp9osi=KLWDT_CqJ9L_5O3Y" [X Link](https://x.com/tsxman/status/2005048604273377468) 2025-12-27T22:50Z 10.9K followers, [----] engagements ". @DiMartinoBooth thinks disinflation is coming in [----]. Rate cuts more then what is priced in. Unemployment to spike. Rotation into dividend stocks USTs higher coupon corporate bonds. Full Interview: https://t.co/VMvxSpOQET I had the pleasure of interviewing @DiMartinoBooth Danielle DiMartino Booth to discuss the outlooks for interest rates markets and the economy in [----]. https://t.co/8Ybqx2jfrr Full Interview: https://t.co/VMvxSpOQET I had the pleasure of interviewing @DiMartinoBooth Danielle DiMartino Booth to discuss the outlooks for interest rates markets and the economy in 2026." [X Link](https://x.com/tsxman/status/2005113909389525142) 2025-12-28T03:09Z 10.9K followers, [--] engagements "$QQQ putting in a super bearish triple top. What do you think @trend_bullish . Maybe Santa bringing some alpha to AI shorts into the new year" [X Link](https://x.com/tsxman/status/2005751785399496919) 2025-12-29T21:24Z 10.9K followers, [---] engagements "MCGLONE: MOST IF NOT ALL CRYPTOS ARE ZEROES. UST LONG BOND TO RALLY TO LOW 3s. Stock market tanking the catalyst for bonds. [----] may be a tactical traders delight. https://t.co/OzMnKwW0Mh [----] may be a tactical traders delight. https://t.co/OzMnKwW0Mh" [X Link](https://x.com/tsxman/status/2006261092805222868) 2025-12-31T07:08Z 10.9K followers, [---] engagements "EOY performance across all three accounts. I take large positions in high conviction stocks which can work for or against me at times. Could have done way better could have done far worse. Looking forward to [----]. EOY performance for me. With dividends/distributions (inc specials) it is more like 34%. Could have been alot better or alot worse. Zero US index exposure & no tech stocks. Gold energy and Canadian real estate is mostly all I held in [----]. https://t.co/JT6rbpcTs7 EOY performance for me. With dividends/distributions (inc specials) it is more like 34%. Could have been alot better or" [X Link](https://x.com/tsxman/status/2006429612599844875) 2025-12-31T18:17Z 11K followers, [----] engagements "Biggest chance I made to allocations in the past year was putting about 15% into fixed income/debt instruments. High coupon rates with max bearishness on duration is enticing. Upside torque to falling inflation/worsening macro/market tanking not a bad insurance ticket into [----]. My guess there is is not much of a spread between rising bond yields and stock market falling so believe there is probably limited downside to bonds with potential for 15-20% type upside over the next year with a modest decline in rates. Trump has been quite successful in executing his agenda so far and they clearly" [X Link](https://x.com/tsxman/status/2006452924231061773) 2025-12-31T19:50Z 10.9K followers, [---] engagements "Would love to see big tech suffer in [----]. My best year by far in investing came in [----] when everything else tanked and energy/OFS ripped. My entire portfolio positioned in a way that should go up if Ai/QQQ/Arkk tanks. Think/hope it can happen but admittingly I'm bias. S&P [---] returns by year: [----] +31.2% [----] +18.0% [----] +28.5% [----] -18.0% [----] +26.1% [----] +24.9% [----] +19.4% Some thoughts on why higher-than-average returns are the biggest risk right now: https://t.co/idQOhmp0bc https://t.co/V32uaWOGmZ S&P [---] returns by year: [----] +31.2% [----] +18.0% [----] +28.5% [----] -18.0% [----] +26.1% 2024" [X Link](https://x.com/tsxman/status/2006859214229307469) 2026-01-01T22:44Z 11K followers, [----] engagements "@trend_bullish Oil is interesting. Never seen so much brazen confidence in the bear case but crude equities investors do not share the same view as oil forecasters" [X Link](https://x.com/tsxman/status/2006866982273167451) 2026-01-01T23:15Z 10.9K followers, [----] engagements "@trend_bullish If the bears are right and oil falls into the $40s I will take a really big position in crude. On the sidelines for now but no doubt low prices is the cure for low prices" [X Link](https://x.com/tsxman/status/2006869997340037503) 2026-01-01T23:27Z 10.9K followers, [---] engagements "One of my mistakes in investing is probably being bias against big tech due to personal disdain. For example when $META dropped like a stone in [----] friends pushed the idea to me but I declined. Up 600% off the [----] bottom. When space gets wrecked next time I'll be more open" [X Link](https://x.com/tsxman/status/2006872367897915897) 2026-01-01T23:37Z 11K followers, [----] engagements "DoubleLine is super bullish on commercial real estate lending opportunities in [----]. Says they are seeing the most CMBS issuance in two decades. Transaction liquidity picking up giving more examples of where property pricing should be. Less eyes on the space due to the AI craze. Commercial real estate shows signs of normalization with rising transaction volumes and renewed CMBS issuance. DoubleLine Portfolio Manager Morris Chen discusses why [----] may offer some of the best deal flow in years. https://t.co/0mlQVaUjtk Commercial real estate shows signs of normalization with rising transaction" [X Link](https://x.com/tsxman/status/2006921738022695248) 2026-01-02T02:53Z 11K followers, [----] engagements "OFS stocks starting the year particularly strong on a market red day with commodity price weakness. One day doesn't make a trend but interesting to see given the widespread belief of a said to be historic looming glut. Narratives are usually wrong in energy. @trend_bullish Oil is interesting. Never seen so much brazen confidence in the bear case but crude equities investors do not share the same view as oil forecasters. @trend_bullish Oil is interesting. Never seen so much brazen confidence in the bear case but crude equities investors do not share the same view as oil forecasters" [X Link](https://x.com/tsxman/status/2007150941116776491) 2026-01-02T18:04Z 10.9K followers, [----] engagements "Buying cycle low Sunbelt REITs is the name of the game. Construction falling off a cliff and rent starting to flat line and even reverse in certain markets while absorption rates remain positive despite a record wave of supply. AUSTIN RENT PRICES JUST CRASHED BACK TO [----] DOWN 21% FROM THE PEAK Austin rents have completely faceplanted. After hitting $1636/month in summer [----] average apartment rent is now down to $1288 the lowest its been since the pre-COVID days. Thats a 21% drop in [--] https://t.co/TNlahIHrAz AUSTIN RENT PRICES JUST CRASHED BACK TO [----] DOWN 21% FROM THE PEAK Austin rents" [X Link](https://x.com/tsxman/status/2007208006321312133) 2026-01-02T21:50Z 11K followers, [----] engagements "@BB19043 $PD.TO / $PDS has been a buyback machine. Quarter-over-quarter performance" [X Link](https://x.com/tsxman/status/2007234257434083572) 2026-01-02T23:35Z 11K followers, [---] engagements "$TCW.TO continues to be mostly in a league of its own on buyback reliability for the OFS space. Probably partially why it trades higher multiple then peers given execution going back numerous years now given strong reliability of divs/buybacks. @tsxman @BB19043 $TCW.TO . Maybe better @tsxman @BB19043 $TCW.TO . Maybe better" [X Link](https://x.com/tsxman/status/2007236163493658990) 2026-01-02T23:42Z 10.9K followers, [----] engagements "POLL: What percentage of your overall portfolio is in fixed income $TLT $XBB $BND 50% or more 25-49% Bonds are dead 10-24% 50% or more 25-49% Bonds are dead 10-24%" [X Link](https://x.com/tsxman/status/2007283291129557197) 2026-01-03T02:50Z 11K followers, 14.4K engagements "@ManitobaCanuck I am long $Hr.un and $Nxrt. H&R my highest conviction. Nexpoint has torque slightly more risk and more leverage" [X Link](https://x.com/tsxman/status/2007481511537148084) 2026-01-03T15:57Z 11K followers, [---] engagements "@yenoms That's alot I am at 16% FI not including REITs. Thinking I should raise it based on the festive nature of X of late and the results of this poll. Think the r/r in bonds right now seems good and almost everybody is bearish despite super low inflation and rising unemployment" [X Link](https://x.com/tsxman/status/2007542980530639011) 2026-01-03T20:01Z 10.9K followers, [---] engagements "@JamesJstuartb @PSworldwide13 Bullish Texas (shale) condensate Canada imports American condensate. For sure US shale cos will have first dibs on Venezeula contracts as they come. $CVX" [X Link](https://x.com/tsxman/status/2007543667066544477) 2026-01-03T20:04Z 10.9K followers, [--] engagements "@TeddyGambino I think it is a risk for expansion of WCS differentials as Venezuela crude competes with Canada at the USGC. Other then that not much impact is my guess" [X Link](https://x.com/tsxman/status/2007603889026281624) 2026-01-04T00:04Z 10.9K followers, [---] engagements "Long bond $TLT yield at a two decade high. The last time bond yields were this high there was a recession. Seems long bond is the ultimate contra trade for [----] as almost everybody openly bearish on duration risk and super bulled up on mainstream index stocks. POLL: What percentage of your overall portfolio is in fixed income $TLT $XBB $BND POLL: What percentage of your overall portfolio is in fixed income $TLT $XBB $BND" [X Link](https://x.com/tsxman/status/2007810227937407247) 2026-01-04T13:43Z 11K followers, 12.6K engagements "@aleemfidai Thought about Yen opportunities after hearing a really smart thesis based on Japanese yields. Not really my thing but interesting" [X Link](https://x.com/tsxman/status/2007886325052223640) 2026-01-04T18:46Z 10.9K followers, [---] engagements "@trend_bullish @mario_cibelli @mihaljevic @DieHardCapital Will take a look. Thanks. Given some of their larger REIT entry points I'd be afraid if they were managing my money" [X Link](https://x.com/tsxman/status/2007905536390684807) 2026-01-04T20:02Z 11K followers, [---] engagements "$MI.UN taken private today at 32% premium. Was the largest holding in my spouse account. 😊 Someone let me know when it's time to add REITs. Which #REIT is next to get taken out or privatized These are my guesses if not add yours below. $mi.un $mrt.un $hom.u $mrc.to $hr.un Which #REIT is next to get taken out or privatized These are my guesses if not add yours below. $mi.un $mrt.un $hom.u $mrc.to $hr.un" [X Link](https://x.com/tsxman/status/2008185733266489722) 2026-01-05T14:36Z 11K followers, [----] engagements "@TSXDivStock $Nrr.un is at 10x and only a small public float. I have a big position there" [X Link](https://x.com/tsxman/status/2008204841353674922) 2026-01-05T15:51Z 11K followers, [----] engagements "Updated TD metric charts. They re-iterated there call for 15-20% upside year & think Canadian REITs outperform broader market. $MI.UN gone today was my 4th Canadian REIT takeout/private deal in 2-years. Still solid ops in the space. $HR.UN my top pick at higher implied cap then DIR/NXR despite having transformed the portfolio to over 80% high quality industrial/multifamily (mostly Class A US industrial which is 5% cap rate sellable). I think $KMP.UN $CAR.UN both could get taken private based on Interrent and Minto outcomes. European Residential is almost gone. $NRR.UN offers exceptional" [X Link](https://x.com/tsxman/status/2008343860536074281) 2026-01-06T01:04Z 11K followers, [----] engagements "Resi bears who thought that REITs had no hope because of some T.O condo issues missed the forest for the trees. The sector was trading at the largest FFO yield on record per TD data & they overlooked the private market transaction trends which clearly established a floor price" [X Link](https://x.com/tsxman/status/2008346443388432668) 2026-01-06T01:14Z 11K followers, [----] engagements "@boudnic24 @RBC Asking for a refund tomorrow or we gonna close accounts. That's payday loan level of scamming. I cant believe that is legal. Good for $IBKR shareholders though" [X Link](https://x.com/tsxman/status/2008374015904059713) 2026-01-06T03:04Z 11K followers, [---] engagements "WCS prices down to $43 but you wouldn't be able to tell by the shareprices of oilsands companies. Differentials have been quite stable in recent times since TMX-E. WCS getting more attention again because of Venezuela but other risk is producers have ramped up production. #OOTT" [X Link](https://x.com/tsxman/status/2008485933486928360) 2026-01-06T10:28Z 11K followers, [----] engagements "@xLanceBryantx $SU is like half weighted to downstream so they can profit off WCS weakening. $CNQ isn't" [X Link](https://x.com/tsxman/status/2008486694631375280) 2026-01-06T10:31Z 11K followers, [---] engagements "Never thought we'd see $50 oil again tbh. Don't have any oil E&P exposure ATM but that would change if we see anywhere close to April lows. Trump throwing everything he can at lower prices which will come w/ consequences in years' ahead. Last bear catalyst maybe Iran overthrow Reading news on Ven sending 30-50mmbbls to the US I have this sinking feeling that Trump admin really is gonna pull every lever required to take oil to $50 and keep it there for a while. Fundamentals already bad and the geopolitical is just relentlessness. Ugh. #EFT #OOTT Reading news on Ven sending 30-50mmbbls to the" [X Link](https://x.com/tsxman/status/2008721499273007562) 2026-01-07T02:05Z 11K followers, [----] engagements "https://x.com/i/spaces/1lPKqvLwWpWGb https://x.com/i/spaces/1lPKqvLwWpWGb" [X Link](https://x.com/tsxman/status/2009030458437226685) 2026-01-07T22:32Z 11K followers, [----] engagements "@stars1sun0 $CNQ won't do anything unless you see a rotation into Canadian energy as it depends on funds flow. Given it saw multiple expansion I won't be surprised to see it fall more and they have very little FCF to buyback stock after the dividend which is stretched" [X Link](https://x.com/tsxman/status/2009067502492623099) 2026-01-08T00:59Z 10.9K followers, [--] engagements "Venezuela overthrow is unquestionably bearish WCS development. But if they are forced to use American condensate in VZ heavy maybe it puts upward pressure on condensate Neg again for WCS if condy swings to a premium on imports or domestic. WCS guys will produce no matter what Pending sale of Ven barrels is widening Gulf Coast heavy/sour discounts. Canadian Western Canadian Select (WCS) was pegged at $6.60/bbl off WTI for Gulf Coast last week. Now hearing $7.50-$9.60/bbl discounts. Puts crude costs in mid-$40's for refiners who can process heavy crude. Pending sale of Ven barrels is widening" [X Link](https://x.com/tsxman/status/2009307416588890600) 2026-01-08T16:53Z 11K followers, [----] engagements "Canadian drilling licenses still way higher YoY for December [----]. No wonder stocks like $PD.TO $TCW.TO outperforming. Probably nothin' changes in drilling outlook in Canada especially if AECO prices remain stable & LNG Canada comes online as planned. WCS max produces at $55" [X Link](https://x.com/tsxman/status/2009322897937191048) 2026-01-08T17:54Z 11K followers, [----] engagements "$MRC.TO decided Morguard Corp to the recipient of the Chris in Canada TFSA contribution for [----]. Most people expect Morguard to privatize $MRT.UN (and so do I) but biggest value is in MRC where almost no free float remains. Consider it the deepest value real estate play and potentially without a catalyst unless Angela Sahi changes direction of Morguard. Lots of potential whether it goes private (almost no free float) or they just sell more assets bring in a dividend run a substantial issuer bid. return to buying back could do lots. Asset classes across Morguard's portfolio are strong with" [X Link](https://x.com/tsxman/status/2009337867470876916) 2026-01-08T18:54Z 11K followers, [----] engagements "@RobertClayson3 Always worth paying attention to over reactions in energy. Example take a look at my $PD.TO / $PDS post in April. Stock up around 100% since then. As I predicted E&P didn't change drilling plans despite low commodity prices. Yet stock only up 1% YTD https://x.com/tsxman/status/1907893704817324529 $PDS / $PD.TO down 42% YoY yet the Canadian drilling count is essentially flat over the same period. Only the US has weakened. I think after spring break up activity levels come back strong/mostly unchanged. E&P all want to prepare for the LNG era + tight diffs + currency diffs." [X Link](https://x.com/tsxman/status/2009339152320614827) 2026-01-08T18:59Z 11K followers, [---] engagements "$NXRT trading at a discount in my opinion because of the potential conflict of interest/overlap with Nexpoint / Jim Dondero group of companies. Sunbelt seems to be a 5.25% cap rate at transaction level so if you are buying a REIT trading at 7% implied that seems like a good op. NXRT has high insider ownership and also strong institutional ownership much of it fresh which I feel protects retail investors from bad acting. On the last CC Nexpoint CEO said he could and would sell if NAV gap doesn't correct. I believe him as the US Multifam space is strong with plenty of investment pools." [X Link](https://x.com/tsxman/status/2009352067840971213) 2026-01-08T19:50Z 11K followers, [--] engagements "NYMBUS CAPITAL from Montreal. I like this fund. Never seen a diversified fund so jam packed with #REITs and also the actually good ones that have potential upside. Top holdings $CAR.UN $HR.UN and they also nailed $MI.UN. Also holding some US REIT names that I like/am in" [X Link](https://x.com/tsxman/status/2009407064666214637) 2026-01-08T23:29Z 11K followers, [----] engagements "@BradHersack $MRC.TO owns 23.25% of $MRG.UN so you get exposure to both and a steeper discount. Downside is that you don't get a real dividend/distribution as an MRC holder but how long will that last before they either take it private or start issue capital returns" [X Link](https://x.com/tsxman/status/2009440647019716639) 2026-01-09T01:42Z 11K followers, [--] engagements "@JamesJstuartb In the meantime I think their plan to widen WCS differentials which will further suppress oil prices in the US and perhaps help lower energy costs by sending more VZ exports to the USGC. Tantamount to forcing Canadian companies to pay a tariff" [X Link](https://x.com/tsxman/status/2010416208416497960) 2026-01-11T18:19Z 11K followers, [---] engagements "@puckdunk @parrafincontrol @ac_eco @xLanceBryantx Guessing this has something to do with it especially factoring in the extremely low $IMO public float" [X Link](https://x.com/tsxman/status/2010478178888822964) 2026-01-11T22:25Z 11K followers, [---] engagements "POLL: BEST CONTRA TRADE FOR 2026YE $USO $TLT $QQQ $SQQQ $USO $TLT Other (state) $SQQQ $USO $TLT Other (state) $SQQQ" [X Link](https://x.com/tsxman/status/2010541290144821723) 2026-01-12T02:36Z 11K followers, [----] engagements ".@FolcoCapital wants people to know it's a L/S REIT fund not a multi sector fund. The other non REIT holdings are not part of this Nymbus fund. Link below: https://www.nymbus.ca/en/strategies/folco-l-s-reits/ https://www.nymbus.ca/en/strategies/folco-l-s-reits/" [X Link](https://x.com/tsxman/status/2010862745797742844) 2026-01-12T23:53Z 11K followers, [---] engagements "Currently long [--] Sunbelt REITs. Lots of the bad news backward looking after a historic supply wave yet still positive absorption due to massive population growth. More M&A in [----] likely. Public implied values well below private market values even at @ bottom $HR.UN $NXRT $HOM.U Sun Belt apartments are breaking. Multifamily vacancy is now at the highest level since [----] and rents are getting cut hard. Austin: -21% Orlando Phoenix Atlanta Denver San Antonio: -10%+ Yes rents exploded after COVID. But supply finally caught demand. Now the cuts https://t.co/kr1Jk4zb5w Sun Belt apartments are" [X Link](https://x.com/tsxman/status/2010905630442471601) 2026-01-13T02:43Z 11K followers, [----] engagements "$CFW.TO up 73% off bottom in November. Is M&A coming Will a larger US player use Calfrac to get a foothold in Canada. Weirder things can happen. In the olden days they were a powerhouse. Seems unlikely to see such a big jump without a material event. Time'll tell. $CFW.TO is a dark horse. Personally thought they were going under but didn't realize they spent so much upgrading their units. According to latest release up to [--] Tier IV fleets which are highly competitive in Canada. Guessing they force another player to take them out. https://t.co/jpC5FNNy1d $CFW.TO is a dark horse. Personally" [X Link](https://x.com/tsxman/status/2011478233158410603) 2026-01-14T16:39Z 11K followers, [----] engagements "Updated TD price target changes for Canadian #REITs after fireside chats with management released today. They have been increasing their p/t with moving unitprices. Normally how it works. $HR.UN $NRR.UN $DRM.TO $MPCT.UN $D.UN $MRT.UN $MRC.TO $REI.UN $NXR.UN $DIR.UN $PMZ.UN" [X Link](https://x.com/tsxman/status/2011495544703557909) 2026-01-14T17:48Z 11K followers, [----] engagements "Notably $HR.UN wasn't a participant in their recent Fireside conference chat. Probably under blackout. Maybe nothin. They project H&R to become a pureplay US resi REIT in [----]. Maintaining a low price target well below current US apartment REITs. Bullish for me" [X Link](https://x.com/tsxman/status/2011500816453009826) 2026-01-14T18:09Z 11K followers, [----] engagements "CIBC #REIT targets. $NRR.UN & $MRG.UN looking most compelling for the residential space and long both. I'm pretty skeptical on $GO.U and it has very high leverage so not on my list to consider. CIBC has $SRU.UN and $SGR.UN at risk of cutting their distribution (risk HIGH)" [X Link](https://x.com/tsxman/status/2011600246548398583) 2026-01-15T00:44Z 11K followers, [----] engagements "Interesting listen with @TruthGundlach. No longer bullish on the bond steepner trade. Still expects 2-year to outperform 30-year USTs. Would avoid $SPY $QQQ at all costs in [----]. Jeffrey Gundlachs annual Just Markets webcast Clue looks at market signals as [----] gets underway covering deficits rates global valuations currencies and real assets through a logic-driven macro lens. https://t.co/mNpZikmNRg Jeffrey Gundlachs annual Just Markets webcast Clue looks at market signals as [----] gets underway covering deficits rates global valuations currencies and real assets through a logic-driven macro" [X Link](https://x.com/tsxman/status/2012114841545126093) 2026-01-16T10:48Z 11K followers, [----] engagements "@yenoms They were long $NXRT from their 13F filing in Q3" [X Link](https://x.com/tsxman/status/2012170117153476833) 2026-01-16T14:28Z 11K followers, [--] engagements "GMT Capital taking a lot off the table in resource space. Most of their picks have been complete knockouts. Notably looks like they dumped $WCP.TO after the Veren merger and they didn't stick around long in $SCR.TO after Pipestone got acquired. Huge buys in $CEI.V. M&A coming" [X Link](https://x.com/tsxman/status/2012710494407180792) 2026-01-18T02:15Z 11K followers, [----] engagements "The upcoming buyer of LNG Canada QATAR HAS COMMITTED TO INVEST IN CANADA ENERGY PROJECTS: CARNEY QATAR HAS COMMITTED TO INVEST IN CANADA ENERGY PROJECTS: CARNEY" [X Link](https://x.com/tsxman/status/2012935848153497912) 2026-01-18T17:11Z 11K followers, 20.3K engagements "@ValueNotDeadYet Not high conviction that will be the outcome but seems plausible. Does Qatar want a piece of First Nation veto power and far left Canadian politics Nice way to maime your competitors. Probably a positive for Canada if it happens. Not as positive as Shell or Mitsubishi though" [X Link](https://x.com/tsxman/status/2012959569731867033) 2026-01-18T18:45Z 11K followers, [---] engagements "Bonds going to make a big move higher after/if Blackrock's @RickRieder gets named the US Fed and starts talking normal away from Trump's lunacy Seemed like a big swing there today after toning it down on Greenland and inflation is under 2% according to @truflation. Aa a bond guy I am loving this move up in yields. Because after a bit of this it will be the perfect set up for a massive move down in yields. They will like bonds more than stocks. Our biggest leverage over the clueless policy makers Aa a bond guy I am loving this move up in yields. Because after a bit of this it will be the" [X Link](https://x.com/tsxman/status/2014105232871927988) 2026-01-21T22:38Z 11K followers, [--] engagements "@BassamMelh @rouzi_mrouz @QuestforYield I just wrote $NRR.UN has the most projected FFO growth outside of $D.UN over next couple years of Canadian names. Huge population growth to some of their markets (Atlantic Alberta) & in the North they are only game in town w/ 100% inflation linked rent contracts backed by GoC" [X Link](https://x.com/tsxman/status/2014150139561103452) 2026-01-22T01:36Z 11K followers, [--] engagements "If @RickRieder gets in do we see a UST rally Someone respected and not connected to Trump's inner circle. Almost nobody expects it to happen so could be juicy upside if it does. "BLACKROCK'S RICK RIEDER SURGES IN FED CHAIR BETTING" Go Rick go *"world" not word below apologies. "BLACKROCK'S RICK RIEDER SURGES IN FED CHAIR BETTING" Go Rick go *"world" not word below apologies" [X Link](https://x.com/tsxman/status/2014348459030048989) 2026-01-22T14:44Z 11K followers, [----] engagements "@inthemoneypod This is Vision Cap latest disclosure. Nearly owner of a 1mm unit short position of $AX.UN which has been a top performer along with their other Canadian short $GRT.UN up 30% YoY plus distributions. Shorts are not supposed to outperform the longs in these funds 🤣" [X Link](https://x.com/tsxman/status/2014457621776896375) 2026-01-22T21:58Z 11K followers, [---] engagements "Canadian #natgas inventories above the 5-year average according to TD' latest charts. LNG Canada up to [--] bcf/d of export capacity a rounding error to what US shale is currently exporting" [X Link](https://x.com/tsxman/status/2014542021860426219) 2026-01-23T03:33Z 11K followers, [----] engagements "@FishtownCap $KHC trading at all time low multiples and high FCF yield. An interview I read said no shares would be sold without making an offer to everybody. New CEO and company splitting into two. The new CEO sold his last company at a massive premium. Doesn't seem wise to sell here" [X Link](https://x.com/tsxman/status/2014733346899681610) 2026-01-23T16:13Z 11K followers, [---] engagements "How will the market react to another US government shutdown with so much uncertainty/chaos Another execution of a US citizen. Rotation to defensives I'll take my odds in defensives. Not a fan of a 30% haircut in the market and I think it's coming though impossible to predict. MINNEAPOLIS SHOOTING ROCKS SHUTDOWN ODDS The spike in shutdown odds is likely tied to political fallout from the Minneapolis shooting which has intensified fights over ICE and Homeland Security funding putting budget negotiations at risk as deadlines approach. https://t.co/fiY9hwuUak MINNEAPOLIS SHOOTING ROCKS SHUTDOWN" [X Link](https://x.com/tsxman/status/2015215714169229364) 2026-01-25T00:10Z 11K followers, [---] engagements "How will the mkt react to another US government shutdown with so much uncertainty/chaos Another public execution of a US citizen. Rotation to defensives I'll take my odds in defensives. Not a fan of a 30% haircut in the mkt & I think it's coming though impossible to predict MINNEAPOLIS SHOOTING ROCKS SHUTDOWN ODDS The spike in shutdown odds is likely tied to political fallout from the Minneapolis shooting which has intensified fights over ICE and Homeland Security funding putting budget negotiations at risk as deadlines approach. https://t.co/fiY9hwuUak MINNEAPOLIS SHOOTING ROCKS SHUTDOWN" [X Link](https://x.com/tsxman/status/2015217571012755613) 2026-01-25T00:18Z 11K followers, [----] engagements "$PUMP out with a public offering of stock. Up 140% from my post in August highlighting it as undervalued. Brilliantly played to expand multiple by latching onto AI trade by fueling data centers amidst serious D&C weakness. Will be a huge winner when Permian fundamentals turns. $PUMP trading at just over half of its book value with a very modern fleet of valuable e-fracs & Tier [--] fleets situated in the Permian basin which has been hit the hardest in current downtrend. Probably pulling the buyback to fund the power generation venture added to weakness. https://t.co/n6eRaxt9nE $PUMP trading at" [X Link](https://x.com/tsxman/status/2015985778338234732) 2026-01-27T03:10Z 11K followers, [----] engagements "Is $GO.U #REIT a buy Was rightly skeptical on it given it went public in Canada w/ NYC real estate in a bear market. Insiders added $13 million past couple months & filed for an NCIB. Institutional grade "real estate specialists" major bagging from [----] IPO at $16 (30% decline.) Scotiabank put out an indepth report which I will read later from last year. Trading at the deepest NAV discount (not sure if real) and a 6.1% implied cap rate for high end luxury NYC apartments nearly 100% occupied with said rent growth. Trading at a low AFFO multiple relative to other peers but has more leverage" [X Link](https://x.com/tsxman/status/2015990175550132555) 2026-01-27T03:28Z 11K followers, [---] engagements "$GO.U is super illiquid with high insider ownership so if their January NCIB comes into place it could be very supportive as a floor. So far nothing filed that I can see. At $11 feels like semi capitulation with all the negative headlines about Mamdani & US M-F in general" [X Link](https://x.com/tsxman/status/2015993915690635621) 2026-01-27T03:42Z 11K followers, [--] engagements "@DickenMarty @TSXcapital $ATH.to $GXE.to $RZE.to if you're interested in small/medium caps which I see as very safe if oil enters a lengthy bull run; waiting for Q1s on all. $CJ.to and $BTE.to for partial exposure to heavy oil" [X Link](https://x.com/tsxman/status/994012704112283649) 2018-05-09T00:34Z 11K followers, [--] engagements "Seems like Canadian junior producers have picked up a little steam today off the $IBR.to (Iron Bridge Resources) takeover bid. Definitely a good time to target "written off" junior E/P's; a quick look at how rapidly $IBR jumped shows how fast sentiment can shift. #TSX #TSXV" [X Link](https://x.com/tsxman/status/998981675148292097) 2018-05-22T17:39Z 11K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@tsxman Chris in Canada 🍁
Chris in Canada 🍁 posts on X about reit, $hrun, stocks, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -9.90%
- [--] Month [-------] +4%
- [--] Months [-------] +123%
- [--] Year [---------] -8.20%
Mentions: [--] #
- [--] Week [--] -55%
- [--] Month [---] -30%
- [--] Months [---] +83%
- [--] Year [---] +1.10%
Followers: [------] #
- [--] Week [------] +0.28%
- [--] Month [------] +0.88%
- [--] Months [------] +5.10%
- [--] Year [------] +7.80%
CreatorRank: [-------] #
Social Influence
Social category influence countries 99.43% finance 58.62% stocks 24.71% cryptocurrencies 11.49% currencies 2.3% technology brands 1.72% social networks 0.57% exchanges 0.57% financial services 0.57% automotive brands 0.57%
Social topic influence reit #29, $hrun #1, stocks 10.92%, in the 8.62%, bullish 6.9%, $line #1, canada #3275, inflation #2037, $cold #39, $homu 4.6%
Top accounts mentioned or mentioned by @bb19043 @trendbullish @yenoms @recoverytrade @teddygambino @tsxdivstock @rbc @bassammelh @parrafincontrol @thebenschmark @pjreddy @jamesjstuartb @mrneutralman @robertclayson3 @bubleqe @djlowe @xlancebryantx @inthemoneypod @rouzimrouz @morguard
Top assets mentioned Lineage, Inc. (LINE) Americold Realty Trust, Inc. (COLD) GOU (GOU) Mid-America Apartment Communities Inc (MAA) Nomad Foods Limited (NOMD) Camden Property Trust (CPT) Autonomous Virtual Beings (AVB) Healthpeak (DOC) Rubic (RBC) Canadian Natural Resources Limited (CNQ) Brookfield Asset Management Inc (BAM) Interactive Brokers Group, Inc. (IBKR) Suncor Energy, Inc. (SU) Alexandria Real Estate Equities Inc (ARE) Kraft Heinz Co (KHC) General Mills, Inc. (GIS) Thomson Reuters Corporation (TRI) Equity Residential (EQR) Campbell Soup Company (CPB) Energy Transfer, LP. (ET)
Top Social Posts
Top posts by engagements in the last [--] hours
"Updated TD table for Canadian and US multifamily #REITs. $MAA $CPT $DRR.U $HOM.U $MRG.UN $KMP.UN $MI.UN $CAR.UN $BEI.UN $NXRT $IRT @tsxman That took it up from [---] to maybe [---] / [---] these numbers imply that the $AVB deal + acquisitions were value destructive. @tsxman That took it up from [---] to maybe [---] / [---] these numbers imply that the $AVB deal + acquisitions were value destructive"
X Link 2025-11-06T22:33Z 11.1K followers, [----] engagements
"@Mr_Neutral_Man @RecoveryTrade @FluctusCapital @robbiehendricks I added $NXRT in the last week. I found the conference call bullish though I have some unease about the overlapping of companies. Do either of you have a view on NYC-focused TSX-listed $GO.U Appreciate your insights"
X Link 2025-12-15T20:30Z 11.1K followers, [---] engagements
"@ValueNotDeadYet So you are bearish long bond but bullish $T.TO which doesnt even have div coverage in current rate regime"
X Link 2026-01-04T16:05Z 11.1K followers, [---] engagements
"Was paying closer attention adding a couple US listed positions in spouse $RBC @RBC account and wondered why it showed me down -2% even though I bought spread within a penny. Never realized RBC scammed clients so badly w/ insanely high fees. Closing acct & opening $IBKR asap"
X Link 2026-01-06T02:46Z 11.1K followers, [----] engagements
"@Rodbhar @CarmySports @RBC $RBC forex rates are 3% above Seems like a rip off no I never usually add US stocks with that account so never noticed untl past week when I made the trade myself and noticed I was immediately down -2%. http://XE.com http://XE.com"
X Link 2026-01-06T21:53Z 11.1K followers, [---] engagements
"@RobertClayson3 @MOJOJONO @RBC Dont see any reason to use an ADR. With IBKR you can buy direct hold direct not get scammed on currency exchanges. You can buy all over the world live time. There is simply no reason to use $RBC which is badly scamming Canadian RBC Direct Investing clients on US investments"
X Link 2026-01-06T22:05Z 11.1K followers, [---] engagements
"$DOC announces the company is spinning out their senior care living portfolio with a new IPO to create a pureplay seniors care REIT which is the most in-favor real estate ATM. Seems like a smart way to get a higher multiple compare to MOBs and life science exposure"
X Link 2026-01-07T12:22Z 11.1K followers, [----] engagements
"@BubleQe @arcresources I would be tempted to buy $ARX.TO but feels like the smart money dumped it on the Attachie news. Also don't want to have to ever have to care what the Blueberry First Nation bruhs are doing again. Have to think BC exposure is a hindrance to M&A outside who is already there"
X Link 2026-01-08T21:51Z 11K followers, [---] engagements
"@BB19043 Getting very tempted pulling the trigger on natty but unsure about $ARX.TO with all those huge block dumps on Attachie news"
X Link 2026-01-09T16:15Z 11.1K followers, [----] engagements
"@rynokinsight My post from [----] was spot on. $SU crushed $CNQ and Baskin buying in was your top signal. https://x.com/i/status/1510986494894546951 @garquake Suncor bears need to be careful. Despite the negativity on Twitter the company looks better QoQ to me. I think $SU will raise the dividend again in Q1. When permabears like @BarrySchwartzBW say buy $CNQ while being uneasy on Suncor it may have run its course in the short run. https://x.com/i/status/1510986494894546951 @garquake Suncor bears need to be careful. Despite the negativity on Twitter the company looks better QoQ to me. I think"
X Link 2026-01-18T17:22Z 11K followers, [----] engagements
"@yenoms Multiple expansion incoming for $DOC on the senior spin-off IPO. I thought it should be worth at least 20% upside. Was oversold to start the year as it got tossed into $ARE life science bag after they cut dividend which is why I added in size"
X Link 2026-01-20T17:42Z 11.1K followers, [---] engagements
"Like a number of food stocks. $NOMD lost around half of its trading multiple. Narrative about Ozempic is strong despite often dangerous & nasty side effects and the fact not many people in Europe are not planning to use it. NMD expects a return to positive EBITDA growth in 2026"
X Link 2026-01-27T20:38Z 11.1K followers, [----] engagements
"DALIO: BE LONG FOOD REAL ESTATE IN STABLE JURISDICTIONS ESSENTIAL COMMODITIES THINGS PEOPLE NEED. DIVERSIFY IN MULTIPLE JURISIDICTIONS. You can watch the full video here: https://t.co/nEjt1dcLOF You can watch the full video here: https://t.co/nEjt1dcLOF"
X Link 2026-01-28T03:01Z 11K followers, [----] engagements
"@djlowe Who ever imagined that company would have a higher multiple then CNRL one day We were posting about it when it was literally [--] cents and seen as a shitco in 2020"
X Link 2026-01-28T22:45Z 11K followers, [----] engagements
"Updated TD bank #REIT charts. $HR.UN rocking a 7.7% implied cap rate despite being 80%+ best in class US multifamily & T.O industrial. $NRR.UN my last pureplay Canadian residential REIT after two takeouts in the past year not including my two foreign focused residential names"
X Link 2026-01-29T02:18Z 11K followers, [----] engagements
"GUNDLACH: warming up to an idea of a violent long bond rally as he thinks there may be intervention. No position this week but warming up to the idea. $TLT $DXY $BND DoubleLines Jeffrey Gundlach sees no more Fed rate cuts under Jerome Powell https://t.co/IhaIij8DsJ DoubleLines Jeffrey Gundlach sees no more Fed rate cuts under Jerome Powell https://t.co/IhaIij8DsJ"
X Link 2026-01-29T04:44Z 11K followers, [----] engagements
"JAY HATFIELD: Walsh the most hawkish Fed governor of all time has real time PCE below 2% says they are misreading shelter inflation thinks we get [--] cuts and says they are way behind the inflation curve. Warsh is unambiguously the most ultra hawkish fed: Hatfield on gold silver prices sliding https://t.co/ObnXiRjN4W Warsh is unambiguously the most ultra hawkish fed: Hatfield on gold silver prices sliding https://t.co/ObnXiRjN4W"
X Link 2026-01-31T00:16Z 11K followers, [----] engagements
"$DOC #REIT reports all-time record new leasing in medical outpatient offices in [----]. Going forward with the spinout of seniors living IPO in 1H to capture a higher multiple on a portion of portfolio not being respected. Life science at trough. -1/+1% SPNOI growth for [----]. $DOC announces the company is spinning out their senior care living portfolio with a new IPO to create a pureplay seniors care REIT which is the most in-favor real estate ATM. Seems like a smart way to get a higher multiple compare to MOBs and life science exposure. https://t.co/sWURNh7KAP $DOC announces the company is"
X Link 2026-02-03T15:15Z 11.1K followers, [----] engagements
"@yenoms Hopefully $DOC strategy of selling "low 6" highly occupied med office buildings to buy low occupancy San Francisco life science buildings cheaply works out. I look forward to the IPO of seniors spinout"
X Link 2026-02-03T15:34Z 11.1K followers, [---] engagements
"$REI.UN bought back [---] million units in January or just under 1% (0.79) of all units outstanding. Good to see strength in the commercial real estate market that most people think is imploding. No position ATM"
X Link 2026-02-04T02:10Z 11.1K followers, [----] engagements
"Low to mid 3s on [--] year USTs would be epic. Hope they get it done. How many more "stock market" shakedowns until bonds see a bigger rally US Treasury Secretary Bessent: I'm seeing very good foreign demand at Treasury auctions. US Treasury Secretary Bessent: I'm seeing very good foreign demand at Treasury auctions"
X Link 2026-02-05T17:49Z 11K followers, [----] engagements
"@BassamMelh Every fund manager investor long greatly the same stocks. When that unwinds it will be helpful for other asset classes. Employment rolling seems bond bullish. Im not a macro guru. I am not going to fight the Fed. They want lower rates and have all the tools to make it happen"
X Link 2026-02-05T20:53Z 11K followers, [--] engagements
"$ARX.TO resources from CIBC. No position @BB19043 Getting very tempted pulling the trigger on natty but unsure about $ARX.TO with all those huge block dumps on Attachie news. @BB19043 Getting very tempted pulling the trigger on natty but unsure about $ARX.TO with all those huge block dumps on Attachie news"
X Link 2026-02-06T00:42Z 11K followers, [----] engagements
"DAVID ROSENBERG @EconguyRosie: "I LIKE THE AREAS THAT ARE NOT CORRELATED WITH THE MARKET. THOSE ARE: HEALTHCARE REITS & CONSUMER STAPLES." Rosenberg Nails It: Called for Humungous Dips in Gold Silver $6000 Not Off the Table Watch now: https://t.co/4x6S5c3qUz #gold #silver #economy #money #dollar #usd @DanielaCambone https://t.co/VeVjG3waI3 Rosenberg Nails It: Called for Humungous Dips in Gold Silver $6000 Not Off the Table Watch now: https://t.co/4x6S5c3qUz #gold #silver #economy #money #dollar #usd @DanielaCambone https://t.co/VeVjG3waI3"
X Link 2026-02-06T00:44Z 11K followers, [----] engagements
"$ARX.To up 77% from my post in [----] about Attachie. I sold it in [----] around $20. Only real money 'losing' error I made in energy past decade was re-adding Pipestone which had an Attachie-like issue but as a standalone asset which then sunk the stock. Avoided Montney E&P since $ARX.TO says they are ready to sanction their Attachie project upon full resolution with the Blueberry First Nation and B.C. government. Once complete expected to generate $350M FCF at current strip pricing. Says current dividend and [----] budget sustainable from $30 WTI. https://t.co/d2YnY2X0s4 $ARX.TO says they are"
X Link 2026-02-07T13:26Z 11K followers, [----] engagements
"Interesting write-up from Edgepoint last week in their income fund. It's all about their history as a $CFW.TO investor. Calfrac's bond was their longest held investment vehicle until it was called. They owned it since [----]. https://edgepointwealth.com/article/Q4-2025-credit-commentary/ https://edgepointwealth.com/article/Q4-2025-credit-commentary/"
X Link 2026-02-08T23:08Z 11.1K followers, [----] engagements
"@km66chu They did amazing in $TOT.TO too. What do you think their game plan is with $TOU.TO which appears to be their last remaining E&P stock and it's a major position which they held for ages"
X Link 2026-02-09T01:44Z 11K followers, [--] engagements
"@parrafincontrol @xLanceBryantx @NuggetCapital @Sportellosprea1 I believe $TNT.UN trading less then land value at $178 psf implied. They sold a building for residential conversion in Ottawa from 60s for $180 psf 2-years ago. $D.UN's d/t T.O seeing record leasing in [----]. $AP.UN possibly a $0 bcuz of high leverage risks. My [--] cents"
X Link 2026-02-09T21:46Z 11.1K followers, [---] engagements
"Bonds seem like good risk-reward for a tactical trade in [----]. Low inflation prints. Incoming Fed chair. Probably weak job reports per comments today. If yields spike can't see how it's good for most stocks and bonds will probably fall less. Probably wrong but I've been adding. So let me get this straight. Trump appoints a Fed chair to aggressively cut rates and the market is pricing in just two 25bp cuts Im taking the over all day long. https://t.co/Xf6vUnMFFJ So let me get this straight. Trump appoints a Fed chair to aggressively cut rates and the market is pricing in just two 25bp cuts Im"
X Link 2026-02-09T22:36Z 11.1K followers, [----] engagements
"$HR.UN reports tmrw. Has been seeing large [--] figure block trades all year into today. Will Hoftstedter announce a US multifam spinout pureplay & hopefully potential liquidation or sale of the industrial & co. That would be my ideal choice outside of a total privatization. $HR.UN out with an announcement. Transferring Lantower Residential to be managed by Greystar a large private real estate company and their main development guy is leaving the #REIT. Also confirmed the sale which we already knew was executed. https://t.co/nzrwUtAEwZ $HR.UN out with an announcement. Transferring Lantower"
X Link 2026-02-11T19:32Z 11.1K followers, [----] engagements
"Nice move on the [--] year UST on a day of RED. It only took another stock market shake out to get there. The only thing in my PF that is green today. Sometimes it isnt about the bond move but what you can buy when everything else tanks. 26% FI exposure for now. Bonds seem like good risk-reward for a tactical trade in [----]. Low inflation prints. Incoming Fed chair. Probably weak job reports per comments today. If yields spike can't see how it's good for most stocks and bonds will probably fall less. Probably wrong but I've been adding. Bonds seem like good risk-reward for a tactical trade in"
X Link 2026-02-12T18:17Z 11.1K followers, [----] engagements
"@TSXDivStock I guess it is the AI story sinking $CBRE. Big blocks again today and high volume. Someone big has bought all year likely million of unit. Probably another fund. I'd buy more but already a huge position"
X Link 2026-02-12T18:49Z 11.1K followers, [---] engagements
"$HR.UN #REIT from TD Bank. In my opinion sentiment will be driven further or not from the call tomorrow. Depending on how evasive Mr. Hofstedter is"
X Link 2026-02-13T05:07Z 11.1K followers, [----] engagements
"US food stocks have been crushed over the past couple years. Some Canadian ones like $SAP.TO & $MFI.TO have turned it around and are having an exceptional year. Added a couple names over the past month into tax loss selling/peak Ozempic narrative. $KHC $NOMD $MDLZ $GIS $FLO"
X Link 2025-12-17T18:25Z 11.1K followers, [----] engagements
"@RecoveryTrade Baupost has $COLD as one of their top holdings. Seth Klarman a real estate specialist and one of the best value investors in the world That's a $LINE I wouldn't want to cross as a short @TheBenSchmark"
X Link 2026-01-13T03:20Z 11.1K followers, [---] engagements
"Nice find from @RecoveryTrade w/ $LPRE manager which is an actively managed US REIT fund. Valuations unreal outside of GFC. Buying Sunbelt apartments at 6.5-7.5 implied cap when private market values going at 5-5-1/4%. Likes $LINE at 12x FCF $COLD at 10x FCF. Highly rec'd listen. @tsxman @TheBenSchmark Long Pond is also an investor in $COLD based on its 13-F John Khoury (Long Pond's CIO) also spoke about investing in $LINE in his Capital Allocators interview. https://t.co/9IcijFAdAC @tsxman @TheBenSchmark Long Pond is also an investor in $COLD based on its 13-F John Khoury (Long Pond's CIO)"
X Link 2026-01-13T22:13Z 11.1K followers, [----] engagements
"@RecoveryTrade $LPRE current holdings. $CPT Camden Trust the largest; $COLD one of their largest holdings. They discus it and $LINE at the 46:00 minute mark of the interview"
X Link 2026-01-14T01:54Z 11.1K followers, [----] engagements
"@TheBenSchmark Nice to see the $LINE plunge on $COLD storage. Seems nobody wants to build anymore and the two largest players control over half the market making it even tough for smaller players. Added a small $TAP position couple weeks ago - 's flagship brewery trading at multiple troughs"
X Link 2026-01-19T22:54Z 11.1K followers, [----] engagements
"@BB19043 They put out a report today on $KEY.TO. Trading at a 6.7x ev/ebitda multiple on a [----] basis"
X Link 2026-01-20T15:55Z 11.1K followers, [---] engagements
"$AX.UN now up 43% YoY and 59% off the Q4 bottom. Still showing 4.7m units sold short. Vision Capital getting clock cleaned badly. Jeff Olin talked Artis down on @inthemoneypod in Sept w/o disclosing his positioning as one of his main shorts. Good to see disclosure changing there Buy $AX.UN before the re-rate as a growth bank Artis trading very cheaply today and out of favor. As a liquidation story you could likely make a lot of money recyling capital which is their go-forward plan. Samir Manji Ben Rodney/RFA both smart and highly aligned insiders here https://t.co/P0DFCsXr1v Buy $AX.UN before"
X Link 2026-01-22T21:39Z 11.1K followers, [----] engagements
"@inthemoneypod Jeff Olin is shorting $LINE with @TheBenSchmark but is super long $COLD which they recently praised and talked positive of. This is a toe-to-toe battle between Seth Klarman and JabroniCoin. My confidence isn't super high but I have a medium position in Lineage which I'm watching"
X Link 2026-01-22T22:04Z 11.1K followers, [----] engagements
"Seeing a lot of high multiple stocks get hammered when the narrative changes. No interest in software (nor knowledge) but why does $BAM justify such a lofty valuation say relative to $DRM.TO which has a large asset management as well How is it cheap Why shouldn't it fall more"
X Link 2026-02-04T01:14Z 11.1K followers, [----] engagements
"$BAM / $BAM.TO bought back a few shares but the share buyback looks like a joke as it should be given high valuation but enough to get the fanboys excited. A Canadian cult favourite that still looks crazy expensive relative to other options. Could be wrong but curious"
X Link 2026-02-04T01:27Z 11.1K followers, [----] engagements
"$TRI.TO / $TRI another "buy forever" cult fav stock widely promoted. Was trading at 50x earnings only months ago. Price drives narrative. Insiders who were dumping it were the smart money"
X Link 2026-02-04T01:54Z 11.1K followers, [----] engagements
"Updated CIBC #REIT guide for resi. Newly listed $GO.U looking like the most attractive residential name to me now as it sold off post IPO likely on the Mamdani fears w/ wide institutional/insider buying at $15 (IPO price). 6.5% implied cap $940k/unit in NYC's Upper East Side. Is $GO.U #REIT a buy Was rightly skeptical on it given it went public in Canada w/ NYC real estate in a bear market. Insiders added $13 million past couple months & filed for an NCIB. Institutional grade "real estate specialists" major bagging from [----] IPO at $16 (30% https://t.co/SxAxX5NiQ4 Is $GO.U #REIT a buy Was"
X Link 2026-02-04T07:58Z 11.1K followers, [----] engagements
"Interesting to note in CIBC's updated report that $HR.UN #REIT is now under restricted. Something going on there Still decent opportunity in a lot of names although a number have disappeared and/or tightened"
X Link 2026-02-04T08:00Z 11.1K followers, [----] engagements
"Nice to see $LINE up 7% on massive volume (which has been continuous.) my $NOMD picking up steam along with other food stocks posting decent results for Q4. Looks like a rotation. I like Food stocks got wrecked this year. My former favorite $SAP.TO is up 57% YTD. Have been adding $NOMD in addition to $LINE which is cold storage/food related logistics service. Tariffs & inflation really hurt the food industry but it isn't going away. Anybody got some FOOD tips Food stocks got wrecked this year. My former favorite $SAP.TO is up 57% YTD. Have been adding $NOMD in addition to $LINE which is cold"
X Link 2026-02-04T21:00Z 11.1K followers, [----] engagements
"Large cap US MF #REITs under pressure but on the $EQR call last week they noted that New York (15% exposure) remains the strongest market in the . Could bode well for undervalued listed US-focused resi names like $HR.UN (30% of MF exposure is NYC area) & $GO.U (100% NYC)"
X Link 2026-02-08T19:52Z 11.1K followers, [----] engagements
"@BB19043 Added a modest position in $ARX.TO. Team Terry rocking the Vermilion Energy multiple is compelling. Has lost nearly $5bn of market cap since the Attachie news first became known. R/R good"
X Link 2026-02-10T16:15Z 11.1K followers, [---] engagements
"@djlowe You think it's a buy here"
X Link 2026-02-11T19:20Z 11.1K followers, [---] engagements
"Food stocks got wrecked this year. My former favorite $SAP.TO is up 57% YTD. Have been adding $NOMD in addition to $LINE which is cold storage/food related logistics service. Tariffs & inflation really hurt the food industry but it isn't going away. Anybody got some FOOD tips BREAKING 🚨: Campbell's Soup $CPB falls to 2nd lowest price since [----] 📉📉📉 https://t.co/XrMpC1geGX BREAKING 🚨: Campbell's Soup $CPB falls to 2nd lowest price since [----] 📉📉📉 https://t.co/XrMpC1geGX"
X Link 2025-12-03T02:06Z 11.1K followers, 12.8K engagements
"If you had to pick a loser REIT to recover the most over the next 12-months which would you chose Multiples/valuations in the gutter. Cold storage joins office as terminal decline just as office showing strong signs of rebound. Life science gutted. $ARE $LINE $D.UN $SLG $COLD"
X Link 2025-12-10T15:02Z 11.1K followers, [----] engagements
"Nice read from @Convertbond who has been spot on last couple years. Top picks $ET $DGE.L $AA $SLB. Thinks AI stocks tank in [----] and a rotation into value. Nasdaq [---] Valuation - December 2025: $32.4T 2022: $12.4T *Wealth concentration - the most crowded consensus thinking in decades. Everyone is in the same trade. Three things you need to know please share. Enjoy this holiday week. Nasdaq [---] Valuation - December 2025: $32.4T 2022: $12.4T *Wealth concentration - the most crowded consensus thinking in decades. Everyone is in the same trade. Three things you need to know please share. Enjoy"
X Link 2025-12-25T13:01Z 11.1K followers, [----] engagements
"CIBC midstream multiples for North America. Canadian names trading at multiple premiums here. $ET $OKE $PAA $KMI $PPL $TRP $ENB $KEY"
X Link 2026-01-15T09:16Z 11.1K followers, [----] engagements
"$BAM / $BAM.TO listed as by far the most expensive 'alternative asset manager' by TD especially as they are now expanding into the AI game. Even more expensive then $BX. No position just trying to figure out the sell-offs & seeing if opportunity"
X Link 2026-02-04T07:34Z 11.1K followers, [----] engagements
"$T.TO free cash flow yield less then the dividend yield. Telus remains highest multiple name in space because of dividend. $BCE.TO has closed the gap to $RCI.B which was trading at a crazy discount last year until huge run. Once discounted $QBR.B no longer discounted at all"
X Link 2026-02-04T09:16Z 11.1K followers, [----] engagements
"No position in $T.TO and see no reason whatsoever to consider one but wonder why the company is trying to convince people with a public release that buying back shares is a smart idea when you have 10% baa3 30-year bonds floating around and an uncovered dividend. Kind of sketchy"
X Link 2026-01-06T03:55Z 11.1K followers, 11K engagements
"$CAG's new presentation says that high protein frozen food is growing at an double digit rate. Have been following the industry closer and have been adding to a few food stocks. IMHO the most hated sector with biggest disconnect to average multiples $COLD $LINE $GIS $NOMD"
X Link 2026-01-14T17:07Z 11.1K followers, [----] engagements
"Bottom in for Sunbelt REITs Absorption turning positive after multiple years of too much supply now about to roll off pretty hard. Added a couple names $MAA $HOM.U as they sold off pretty aggressively. US multifamily a contrarian play for 2026"
X Link 2025-11-11T01:22Z 11.1K followers, [----] engagements
"@rouzi_mrouz TD $HR.UN NAV est was $16.40 w/ a take out bid at $14 which is believable to me as there is plenty of evidence of 5% cap rate deals on US multifamily. Also H&R properties are newer then most. But strategic direction is lapsing despite being assured was coming on Q3 call by YE"
X Link 2026-02-13T11:24Z 11.1K followers, [---] engagements
"EV/EBITDA multiples for Canadian gold producers. Some names are still trading well below historical reference ranges while others like $AEM & $LUG are trading significantly above. $BTG $EDV $ELD"
X Link 2026-01-22T16:38Z 11.1K followers, [----] engagements
"$HR.UN out with an announcement. Transferring Lantower Residential to be managed by Greystar a large private real estate company and their main development guy is leaving the #REIT. Also confirmed the sale which we already knew was executed. @pjreddy I think $HR.UN will be making a bigger announcement personally. They are clearly up to something. Caldeon lands listed Gowanus listed the hard to sell assets sold. Maybe a SIB Maybe a spinout announcement Maybe a deal with the CPPIB on industrial. Should be interesting. @pjreddy I think $HR.UN will be making a bigger announcement personally. They"
X Link 2026-01-29T22:09Z 11.1K followers, 14.1K engagements
"Guys who used to like these names $COLD $LINE are quiet as a mouse and people like Seth Klarman are adding to their value fund alongside activists who see a private market arbitrage and will soon force a sale. What side would you rather be on Analysts loved them all the way down $COLD BofA d/g because '26 will be another tough year.pretty sure management said this last quarter no Sell rating while there are activists newly on the board and tons of RE capital looking for deals timing seems maybe not great. $COLD BofA d/g because '26 will be another tough year.pretty sure management said this"
X Link 2026-02-07T13:59Z 11.1K followers, [----] engagements
"US multifamily space looking good for [----]. Cycle bottom entry as new supply subsides. $NXRT $GO.U $HR.UN $AVB $MAA $CPT $EQR Apartment rents are still flat or negative in most U.S. markets BUT is momentum starting to shift Of the [--] largest markets [--] saw improvement in year-over-year rent change in Jan'26 versus the low point of [----]. That includes not only hot markets like San Francisco and New https://t.co/YTQWfIMpxr Apartment rents are still flat or negative in most U.S. markets BUT is momentum starting to shift Of the [--] largest markets [--] saw improvement in year-over-year rent change"
X Link 2026-02-10T16:10Z 11.1K followers, [----] engagements
"Warned people on $AP.UN. $1.4 billion writedown this quarter but it gets worse with their equity raise which is only to salvage debt re-payment ability. AIMco upping $150 million. Guess they getting sucked into the shitco REITs like they did with oil and gas companies. Before anybody buys the dip on $AP.UN I would suggest reviewing the cap rate assumptions they use at 4.94%. Between that and their debt rollover pipeline I think they have bigger issues. A move to 7% cap rate which is probably still low would wipe out $2bn more in value. https://t.co/CGnq68JBnh Before anybody buys the dip on"
X Link 2026-02-10T22:06Z 11.1K followers, [----] engagements
"$MRG.UN #REIT out with results. Tiny position here so don't follow it intimately. I thinK parent co $MRC.TO is where the skrillah will be made at Morguard eventually. All Canadian & US markets for #Morguard up YoY in rent except Florida. Occupancy dipped a bit"
X Link 2026-02-10T22:25Z 11.1K followers, [----] engagements
"$ARX.TO very low financing rate for Team Terry despite Attachie being a write-off. 3.349% financing is pretty impressive"
X Link 2026-02-10T22:51Z 11.1K followers, [----] engagements
"$TRI / $TRI.TO no position and not taking one but curious why these stocks are tanking. TD report suggests AI will replace jobs in the legal sector although they are not seeing evidence of reduced head counts "today." Markets are forward looking after all"
X Link 2026-02-11T16:19Z 11.1K followers, [----] engagements
"$PD.TO says Canadian drilling season to be busier then last year. Says they're seeing very strong customer demand in the US for #natgas drilling where rigs increased by 20% to meet LNG/AI demand. 1H will be busier then last year w/ all super singles & superspecs nearly sold out"
X Link 2026-02-12T03:57Z 11.1K followers, [----] engagements
"@TSXDivStock Most US names seem to be red but the large weighting to a few in the ETF make it green. MF names are down 2-5% today. I think it is the AI story in addn to mkt weakness. As for AP probably imho people got spooked by that as most do not follow space close enough to know betetr"
X Link 2026-02-12T19:16Z 11.1K followers, [---] engagements
"$HR.UN writedown mainly came in NYC where they reduced Jackson Park by 23%. Tiny basis point cap adjustments elsewhere. Seems like they could still be going thru a sales process to right size NAV to buyer. Co. was evasive on promised details from last Q. Will be grilled on call"
X Link 2026-02-13T04:20Z 11.1K followers, [---] engagements
"$HR.UN big jump in residential NOI QoQ & YoY. FFO up. Residential + industrial up to 84% in Q4 from 69% in Q3. They are making good progress and results look fantastic but people want news on the strategic repositioning which Hofstedter assured would come "year-end" on last call"
X Link 2026-02-13T04:42Z 11.1K followers, [---] engagements
"@BB19043 $AAV.TO report this evening FWIW"
X Link 2026-02-13T09:19Z 11.1K followers, [---] engagements
"RT @Convertbond: Mag7 free cash flow is in free fall. These guys bought back $1.1T of stock in recent years dramatically supporting $QQQ N"
X Link 2026-02-14T15:27Z 11.1K followers, [--] engagements
"Seems to be that Ozempic is to food stocks what solar panels were to the demise of oil and gas. I personally don't know anybody on Ozempic and it sounds unhealthy with plenty of nasty side effects. Tariffs and inflation (macro) in my view worse of an impact based on my research. @tsxman The tough thing with all food stocks is that with Ozempic and peer offerings the average American literally just consumes fewer calories So there isnt a natural mean reversion for $LINE $COLD $CPB $SG $CMG etc so all these companies need to steal someone elses market to grow @tsxman The tough thing with all"
X Link 2025-12-03T20:18Z 10.8K followers, [----] engagements
"@Mr_Neutral_Man Investor day presentation is pretty interesting. Big non core dispositions planned for [----] and $600m of cash retained after the dividend"
X Link 2025-12-03T23:33Z 10.8K followers, [---] engagements
"@Mr_Neutral_Man Added w/u. Bondholders say it is safe until [----] with a very high credit grade rating. Watched it for years' always glad I didn't own it but think it is compelling here trades below private market and has a high MOAT relative to peers in an asset class people are stereotyping"
X Link 2025-12-04T18:25Z 10.9K followers, [---] engagements
"Canadian bond yields up [--] bps this morning off an apparent hot job market. Almost everybody thought they were going lower while the US was supposed to be the economy on fire but is now rolling over with a Fed about to cut rates as unemployment spikes. https://t.co/ZXPwxBdkv2 https://t.co/ZXPwxBdkv2"
X Link 2025-12-05T14:11Z 10.8K followers, [----] engagements
"$HR.UN now down 21% since K2 put out their note on July [--]. Getting absolutely hosed by Hofstedter from the brutal Q3 call even though the developments were positive & if relayed correctly could have resulted in material upside. 83% res & ind. now and trades like an office REIT. We want more info I did find it a bit strange that mgmt was not dismissive of the bids but at the same time hadn't disclosed that a process was happening. $HR.UN The K2 Principal Fund L.P. Raises Concern Over Secrecy at H&R REIT https://t.co/IHE1ntmlCJ We want more info I did find it a bit strange that mgmt was not"
X Link 2025-12-05T16:57Z 10.8K followers, 12.6K engagements
"In a normal job one might have gotten fired for this dreadfully bad performance like $HR.UN's CEO who seems indifferent to grinding down unitholder prices. Even $PMZ.UN which was born out of H&R "non core assets" is outperforming. Wonder what @K2Associates thinking here"
X Link 2025-12-05T21:10Z 10.8K followers, [--] engagements
"BIG BOY INSIDER BUYS @Morguard entities: $MRG.UN director Bruce Robertson filed for $224450 of units today. He added $400k last month. Meanwhile George Armoyan added $504900 of $MRC.TO now has $154000000+ plus more in $MRT.UN"
X Link 2025-12-05T22:01Z 10.8K followers, [----] engagements
"@TeddyGambino IMO we need to see evidence of supply-demand imbalances (big draws) that will require higher levels of D&C. So far it seems the monster wells coming online and efficacy gains from new completion techniques are stymieing the bull thesis. ACDC unique risks so timing important"
X Link 2025-12-05T22:13Z 10.9K followers, [---] engagements
"@Rytetz29 @TeddyGambino No question of $TCW.TO's greatness but if the worm turns the US names will rally more given the destitute pricing levels relative to where they need to go to replenish/rebuild equipment in that space imho"
X Link 2025-12-05T22:53Z 10.9K followers, [---] engagements
"@rockcreekfreak @Morguard Didn't see it. But the $ACX.TO insider buys are very compelling. Obviously the directional drillers see something in their business that not everybody else sees. The ownership roster at ACT remains compelling. Something is going to happen there"
X Link 2025-12-06T02:35Z 10.9K followers, [---] engagements
"@pjreddy @mark_ledain $CAR.UN here. Never owned it now on my list but will wait for more forced selling to buy. AFFO multiple lowest since [----] which creates an attractive entry point as new construction drops like a stone"
X Link 2025-12-06T17:35Z 10.8K followers, [---] engagements
"$ALEX a Hawaii-based CRE REIT out with news. They will be going private at a 38% premium to today's close. Had a modest position in my RRSP. Buying deep value at cyclical troughs isnt a bad strategy no matter how much people make fun of you at times"
X Link 2025-12-08T22:46Z 11K followers, [----] engagements
"Which #REIT is next to get taken out or privatized These are my guesses if not add yours below. $mi.un $mrt.un $hom.u $mrc.to $hr.un Minto Morguard (MRT) H&R BSR REIT Minto Morguard (MRT) H&R BSR REIT"
X Link 2025-12-09T00:50Z 10.9K followers, [----] engagements
"@BubleQe $SRU.UN & $SGR.U both have challenged distribution coverage. I think CAPREIT will bring the most upside over the next 12-months because of the TSX-60 deletion"
X Link 2025-12-09T00:57Z 10.8K followers, [---] engagements
"Well as you know I had been super bullish on $NXR.UN but sold it a while ago because I have concerns about the Windsor-London market due to tariff wars. Distribution riskier for that reason (plus slowing rent growth) but also privatization potential. CEO said suitors want pf but big insider doesn't want to sell at the recent real estate conference. So I don't think I'd buy it for the distribution safety alone because it is far from guaranteed. They have been impressive in re-leasing the two bankruptcies and have a strong team"
X Link 2025-12-09T01:02Z 10.8K followers, [---] engagements
"Updated TD multiple charts for residential REITs. Their report on $CAR.UN today suggests [---] million units will be churned out due to the TSX-60 deletion. 1.4% of all units bought back last month & expect heavy use of NCIB in December. $NRR.UN $MRG.UN $MI.UN $KMP.UN $BEI.UN"
X Link 2025-12-09T19:46Z 10.9K followers, [----] engagements
"@trend_bullish Can't wait to see the bullish break out trends for REITs. "It's been a thousand years." - a pre [----] REIT investor"
X Link 2025-12-10T15:12Z 10.9K followers, [---] engagements
"Multiple charts from TD showing US REIT names. Space is generally near 52-wk lows and trading at discounts well in excess to multi-year avgs. Makes it attractive in a rate cut environment w/ very little new supply after a build cycle. $EQT $AVB $CPT $ESS $UDR $MAA $CSR $HOM.U"
X Link 2025-12-10T22:13Z 10.9K followers, [----] engagements
"Jeff Gundlach @DLineCap says crystal clear more rate cuts coming when Powell is gone in summer. Yield steepner. $DXY lower a high confidence trade. Bullish on commodities for first time in ages. Increasing emerging market fixed income exposure. @DLineCap You can watch @ScottWapnerCNBC's full interview with @DLineCap's Jeffrey Gundlach here: https://t.co/0Ow8bfrtVm @DLineCap You can watch @ScottWapnerCNBC's full interview with @DLineCap's Jeffrey Gundlach here: https://t.co/0Ow8bfrtVm"
X Link 2025-12-11T02:25Z 10.9K followers, [----] engagements
"$NXRT an interesting one. Smallcap Class B US multifam Sunbelt REIT. Caters to modest income renters. Higher debt leverage. 40% off their touted NAV (5.25-.75 cap rates). High insider ownership. On Q3 call they said they'll consider selling the co if discount gap doesn't close. @tsxman $NXRT and $BHM a good chunk of their portfolio is in single family homes (easy to value and offload at market prices). $BHM has been winding down their SFH portfolio to get into multi-family in the sunbelt. Seems pretty good from a timing perspective. @tsxman $NXRT and $BHM a good chunk of their portfolio is in"
X Link 2025-12-11T05:03Z 10.9K followers, [----] engagements
"$HOM.U @BSR_REIT uploaded their new presentation today. They include a forecast for a return to positive rent growth in their core Texas markets. Outline transition to higher quality Class A properties in a core region. Trading at a 30% discount to NAV using 5.2% cap rates. Bottom in for Sunbelt REITs Absorption turning positive after multiple years of too much supply now about to roll off pretty hard. Added a couple names $MAA $HOM.U as they sold off pretty aggressively. US multifamily a contrarian play for [----]. https://t.co/aEK9uShleY Bottom in for Sunbelt REITs Absorption turning positive"
X Link 2025-12-11T22:24Z 10.9K followers, [----] engagements
"@SA_VanInvestor @BSR_REIT I took a $HOM.U position on the recent pullback to $11. People are getting cold feet from the Class B shares being sold for NAV to $AVB and then the redeployment of capital so agree it is a show me story. Seems like they are making progress"
X Link 2025-12-11T22:50Z 10.9K followers, [---] engagements
"The OFS expansion into the data center/power generation theme continues. $HAL out with a [---] megawatt deal. Similar news has propelled $PUMP & $LBRT shares to top 2H performers in the energy space. Wonder if $ACDC will pull a rabbit out of a hat as they working on same deal"
X Link 2025-12-11T23:13Z 11K followers, [----] engagements
"TD laying down the case for Canadian #REITs to be a top performing asset class in [----] after multiple years of underperformance which has historically correlated to very strong rebounds in the subsequent years"
X Link 2025-12-12T20:16Z 10.9K followers, 14.3K engagements
"@trend_bullish $HR.UN is by far my favorite now. Listed in but almost all remaining assets are in the USA. Majority high quality US residential. I think it will re-rate or sell entirely in the next 12-months. Trades at an 8.1% implied cap 40% real NAV discount. 30-50% upside target '26"
X Link 2025-12-12T20:26Z 10.9K followers, [----] engagements
"@trend_bullish @JamesJstuartb @rouzi_mrouz I am playing it mostly catalyst driven until sentiment improves and they go up-down on fundamentals. I think most my exposure can do well if right about catalysts even if sentiment remains unfavorable"
X Link 2025-12-12T21:28Z 10.9K followers, [---] engagements
"@F4DE2BL4CK Two years in a row I picked the best performing REIT in Canada. Never had any position in Allied and was vocally bearish over a year and posted plenty about it. Did a lot of research in office and didn't make money there though . Probably coming in 2026"
X Link 2025-12-13T18:55Z 10.9K followers, [---] engagements
"@F4DE2BL4CK @Bullishbearz69 The dude unfriended me over a year ago and likely marked the bottom of the space. The Google and Royal Bank flex posts were annoying anyways. Great calls though"
X Link 2025-12-13T20:14Z 10.9K followers, [---] engagements
"@pjreddy Will pretend it isn't in my portfolio. Once $HR.UN spins off the remaining of assets and probably the industrial portfolio it is showtime. My guess it happens in the next year. Then we can re-rate or push for a sale into reversing Sunbelt rents and lower UST rates. $14-15 pt"
X Link 2025-12-16T16:02Z 10.9K followers, [---] engagements
"@TeddyGambino If I thought Trump was really going to blockade Venezuela it might make me bullish. But I think they will remove him and add incremental barrels to the market of which most will challenge Canadian exports at the USGC. He lifted sanctions on Belarus potash the other day as well"
X Link 2025-12-17T01:26Z 10.9K followers, [---] engagements
"@TwoBarrelsofOil @TeddyGambino Obviously $CVX stands to benefit a lot of Venezuela opening up. Doesn't make me want to buy Chevron but no question they will benefit. Guessing if they work to revive the Venezuela oil industry there will be some good ops in oilfield service contracts as well"
X Link 2025-12-17T01:32Z 10.9K followers, [---] engagements
"@JoshYoung I would go with $GFR. They should recover their lost production + new management and if their new drilling pad is successful post some good results and perhaps get a multiple re-rate. Risk is oil stays in the gutter or worsens and their debt build becomes excessive / equity raise"
X Link 2025-12-17T01:35Z 10.9K followers, [----] engagements
"@yenoms @TimmerFidelity Let's see how it ages over the next year. A macro pro suggested bitcoins over government treasuries. Tough for me to take anybody serious who recs Bitcoin as a safe trade idea but we'll see"
X Link 2025-12-19T01:51Z 10.9K followers, [--] engagements
"Good watch with @EconguyRosie. Very interesting whatever you think of him. Thinks consumer staples trade can make year if tariffs overruled likes REiTs and consumer staples for [----] warming to energy. Still bullish Asia/Yen. Max bearish $QQQ. https://youtu.be/D9JLRGNKp9osi=KLWDT_CqJ9L_5O3Y https://youtu.be/D9JLRGNKp9osi=KLWDT_CqJ9L_5O3Y"
X Link 2025-12-27T22:50Z 10.9K followers, [----] engagements
". @DiMartinoBooth thinks disinflation is coming in [----]. Rate cuts more then what is priced in. Unemployment to spike. Rotation into dividend stocks USTs higher coupon corporate bonds. Full Interview: https://t.co/VMvxSpOQET I had the pleasure of interviewing @DiMartinoBooth Danielle DiMartino Booth to discuss the outlooks for interest rates markets and the economy in [----]. https://t.co/8Ybqx2jfrr Full Interview: https://t.co/VMvxSpOQET I had the pleasure of interviewing @DiMartinoBooth Danielle DiMartino Booth to discuss the outlooks for interest rates markets and the economy in 2026."
X Link 2025-12-28T03:09Z 10.9K followers, [--] engagements
"$QQQ putting in a super bearish triple top. What do you think @trend_bullish . Maybe Santa bringing some alpha to AI shorts into the new year"
X Link 2025-12-29T21:24Z 10.9K followers, [---] engagements
"MCGLONE: MOST IF NOT ALL CRYPTOS ARE ZEROES. UST LONG BOND TO RALLY TO LOW 3s. Stock market tanking the catalyst for bonds. [----] may be a tactical traders delight. https://t.co/OzMnKwW0Mh [----] may be a tactical traders delight. https://t.co/OzMnKwW0Mh"
X Link 2025-12-31T07:08Z 10.9K followers, [---] engagements
"EOY performance across all three accounts. I take large positions in high conviction stocks which can work for or against me at times. Could have done way better could have done far worse. Looking forward to [----]. EOY performance for me. With dividends/distributions (inc specials) it is more like 34%. Could have been alot better or alot worse. Zero US index exposure & no tech stocks. Gold energy and Canadian real estate is mostly all I held in [----]. https://t.co/JT6rbpcTs7 EOY performance for me. With dividends/distributions (inc specials) it is more like 34%. Could have been alot better or"
X Link 2025-12-31T18:17Z 11K followers, [----] engagements
"Biggest chance I made to allocations in the past year was putting about 15% into fixed income/debt instruments. High coupon rates with max bearishness on duration is enticing. Upside torque to falling inflation/worsening macro/market tanking not a bad insurance ticket into [----]. My guess there is is not much of a spread between rising bond yields and stock market falling so believe there is probably limited downside to bonds with potential for 15-20% type upside over the next year with a modest decline in rates. Trump has been quite successful in executing his agenda so far and they clearly"
X Link 2025-12-31T19:50Z 10.9K followers, [---] engagements
"Would love to see big tech suffer in [----]. My best year by far in investing came in [----] when everything else tanked and energy/OFS ripped. My entire portfolio positioned in a way that should go up if Ai/QQQ/Arkk tanks. Think/hope it can happen but admittingly I'm bias. S&P [---] returns by year: [----] +31.2% [----] +18.0% [----] +28.5% [----] -18.0% [----] +26.1% [----] +24.9% [----] +19.4% Some thoughts on why higher-than-average returns are the biggest risk right now: https://t.co/idQOhmp0bc https://t.co/V32uaWOGmZ S&P [---] returns by year: [----] +31.2% [----] +18.0% [----] +28.5% [----] -18.0% [----] +26.1% 2024"
X Link 2026-01-01T22:44Z 11K followers, [----] engagements
"@trend_bullish Oil is interesting. Never seen so much brazen confidence in the bear case but crude equities investors do not share the same view as oil forecasters"
X Link 2026-01-01T23:15Z 10.9K followers, [----] engagements
"@trend_bullish If the bears are right and oil falls into the $40s I will take a really big position in crude. On the sidelines for now but no doubt low prices is the cure for low prices"
X Link 2026-01-01T23:27Z 10.9K followers, [---] engagements
"One of my mistakes in investing is probably being bias against big tech due to personal disdain. For example when $META dropped like a stone in [----] friends pushed the idea to me but I declined. Up 600% off the [----] bottom. When space gets wrecked next time I'll be more open"
X Link 2026-01-01T23:37Z 11K followers, [----] engagements
"DoubleLine is super bullish on commercial real estate lending opportunities in [----]. Says they are seeing the most CMBS issuance in two decades. Transaction liquidity picking up giving more examples of where property pricing should be. Less eyes on the space due to the AI craze. Commercial real estate shows signs of normalization with rising transaction volumes and renewed CMBS issuance. DoubleLine Portfolio Manager Morris Chen discusses why [----] may offer some of the best deal flow in years. https://t.co/0mlQVaUjtk Commercial real estate shows signs of normalization with rising transaction"
X Link 2026-01-02T02:53Z 11K followers, [----] engagements
"OFS stocks starting the year particularly strong on a market red day with commodity price weakness. One day doesn't make a trend but interesting to see given the widespread belief of a said to be historic looming glut. Narratives are usually wrong in energy. @trend_bullish Oil is interesting. Never seen so much brazen confidence in the bear case but crude equities investors do not share the same view as oil forecasters. @trend_bullish Oil is interesting. Never seen so much brazen confidence in the bear case but crude equities investors do not share the same view as oil forecasters"
X Link 2026-01-02T18:04Z 10.9K followers, [----] engagements
"Buying cycle low Sunbelt REITs is the name of the game. Construction falling off a cliff and rent starting to flat line and even reverse in certain markets while absorption rates remain positive despite a record wave of supply. AUSTIN RENT PRICES JUST CRASHED BACK TO [----] DOWN 21% FROM THE PEAK Austin rents have completely faceplanted. After hitting $1636/month in summer [----] average apartment rent is now down to $1288 the lowest its been since the pre-COVID days. Thats a 21% drop in [--] https://t.co/TNlahIHrAz AUSTIN RENT PRICES JUST CRASHED BACK TO [----] DOWN 21% FROM THE PEAK Austin rents"
X Link 2026-01-02T21:50Z 11K followers, [----] engagements
"@BB19043 $PD.TO / $PDS has been a buyback machine. Quarter-over-quarter performance"
X Link 2026-01-02T23:35Z 11K followers, [---] engagements
"$TCW.TO continues to be mostly in a league of its own on buyback reliability for the OFS space. Probably partially why it trades higher multiple then peers given execution going back numerous years now given strong reliability of divs/buybacks. @tsxman @BB19043 $TCW.TO . Maybe better @tsxman @BB19043 $TCW.TO . Maybe better"
X Link 2026-01-02T23:42Z 10.9K followers, [----] engagements
"POLL: What percentage of your overall portfolio is in fixed income $TLT $XBB $BND 50% or more 25-49% Bonds are dead 10-24% 50% or more 25-49% Bonds are dead 10-24%"
X Link 2026-01-03T02:50Z 11K followers, 14.4K engagements
"@ManitobaCanuck I am long $Hr.un and $Nxrt. H&R my highest conviction. Nexpoint has torque slightly more risk and more leverage"
X Link 2026-01-03T15:57Z 11K followers, [---] engagements
"@yenoms That's alot I am at 16% FI not including REITs. Thinking I should raise it based on the festive nature of X of late and the results of this poll. Think the r/r in bonds right now seems good and almost everybody is bearish despite super low inflation and rising unemployment"
X Link 2026-01-03T20:01Z 10.9K followers, [---] engagements
"@JamesJstuartb @PSworldwide13 Bullish Texas (shale) condensate Canada imports American condensate. For sure US shale cos will have first dibs on Venezeula contracts as they come. $CVX"
X Link 2026-01-03T20:04Z 10.9K followers, [--] engagements
"@TeddyGambino I think it is a risk for expansion of WCS differentials as Venezuela crude competes with Canada at the USGC. Other then that not much impact is my guess"
X Link 2026-01-04T00:04Z 10.9K followers, [---] engagements
"Long bond $TLT yield at a two decade high. The last time bond yields were this high there was a recession. Seems long bond is the ultimate contra trade for [----] as almost everybody openly bearish on duration risk and super bulled up on mainstream index stocks. POLL: What percentage of your overall portfolio is in fixed income $TLT $XBB $BND POLL: What percentage of your overall portfolio is in fixed income $TLT $XBB $BND"
X Link 2026-01-04T13:43Z 11K followers, 12.6K engagements
"@aleemfidai Thought about Yen opportunities after hearing a really smart thesis based on Japanese yields. Not really my thing but interesting"
X Link 2026-01-04T18:46Z 10.9K followers, [---] engagements
"@trend_bullish @mario_cibelli @mihaljevic @DieHardCapital Will take a look. Thanks. Given some of their larger REIT entry points I'd be afraid if they were managing my money"
X Link 2026-01-04T20:02Z 11K followers, [---] engagements
"$MI.UN taken private today at 32% premium. Was the largest holding in my spouse account. 😊 Someone let me know when it's time to add REITs. Which #REIT is next to get taken out or privatized These are my guesses if not add yours below. $mi.un $mrt.un $hom.u $mrc.to $hr.un Which #REIT is next to get taken out or privatized These are my guesses if not add yours below. $mi.un $mrt.un $hom.u $mrc.to $hr.un"
X Link 2026-01-05T14:36Z 11K followers, [----] engagements
"@TSXDivStock $Nrr.un is at 10x and only a small public float. I have a big position there"
X Link 2026-01-05T15:51Z 11K followers, [----] engagements
"Updated TD metric charts. They re-iterated there call for 15-20% upside year & think Canadian REITs outperform broader market. $MI.UN gone today was my 4th Canadian REIT takeout/private deal in 2-years. Still solid ops in the space. $HR.UN my top pick at higher implied cap then DIR/NXR despite having transformed the portfolio to over 80% high quality industrial/multifamily (mostly Class A US industrial which is 5% cap rate sellable). I think $KMP.UN $CAR.UN both could get taken private based on Interrent and Minto outcomes. European Residential is almost gone. $NRR.UN offers exceptional"
X Link 2026-01-06T01:04Z 11K followers, [----] engagements
"Resi bears who thought that REITs had no hope because of some T.O condo issues missed the forest for the trees. The sector was trading at the largest FFO yield on record per TD data & they overlooked the private market transaction trends which clearly established a floor price"
X Link 2026-01-06T01:14Z 11K followers, [----] engagements
"@boudnic24 @RBC Asking for a refund tomorrow or we gonna close accounts. That's payday loan level of scamming. I cant believe that is legal. Good for $IBKR shareholders though"
X Link 2026-01-06T03:04Z 11K followers, [---] engagements
"WCS prices down to $43 but you wouldn't be able to tell by the shareprices of oilsands companies. Differentials have been quite stable in recent times since TMX-E. WCS getting more attention again because of Venezuela but other risk is producers have ramped up production. #OOTT"
X Link 2026-01-06T10:28Z 11K followers, [----] engagements
"@xLanceBryantx $SU is like half weighted to downstream so they can profit off WCS weakening. $CNQ isn't"
X Link 2026-01-06T10:31Z 11K followers, [---] engagements
"Never thought we'd see $50 oil again tbh. Don't have any oil E&P exposure ATM but that would change if we see anywhere close to April lows. Trump throwing everything he can at lower prices which will come w/ consequences in years' ahead. Last bear catalyst maybe Iran overthrow Reading news on Ven sending 30-50mmbbls to the US I have this sinking feeling that Trump admin really is gonna pull every lever required to take oil to $50 and keep it there for a while. Fundamentals already bad and the geopolitical is just relentlessness. Ugh. #EFT #OOTT Reading news on Ven sending 30-50mmbbls to the"
X Link 2026-01-07T02:05Z 11K followers, [----] engagements
"https://x.com/i/spaces/1lPKqvLwWpWGb https://x.com/i/spaces/1lPKqvLwWpWGb"
X Link 2026-01-07T22:32Z 11K followers, [----] engagements
"@stars1sun0 $CNQ won't do anything unless you see a rotation into Canadian energy as it depends on funds flow. Given it saw multiple expansion I won't be surprised to see it fall more and they have very little FCF to buyback stock after the dividend which is stretched"
X Link 2026-01-08T00:59Z 10.9K followers, [--] engagements
"Venezuela overthrow is unquestionably bearish WCS development. But if they are forced to use American condensate in VZ heavy maybe it puts upward pressure on condensate Neg again for WCS if condy swings to a premium on imports or domestic. WCS guys will produce no matter what Pending sale of Ven barrels is widening Gulf Coast heavy/sour discounts. Canadian Western Canadian Select (WCS) was pegged at $6.60/bbl off WTI for Gulf Coast last week. Now hearing $7.50-$9.60/bbl discounts. Puts crude costs in mid-$40's for refiners who can process heavy crude. Pending sale of Ven barrels is widening"
X Link 2026-01-08T16:53Z 11K followers, [----] engagements
"Canadian drilling licenses still way higher YoY for December [----]. No wonder stocks like $PD.TO $TCW.TO outperforming. Probably nothin' changes in drilling outlook in Canada especially if AECO prices remain stable & LNG Canada comes online as planned. WCS max produces at $55"
X Link 2026-01-08T17:54Z 11K followers, [----] engagements
"$MRC.TO decided Morguard Corp to the recipient of the Chris in Canada TFSA contribution for [----]. Most people expect Morguard to privatize $MRT.UN (and so do I) but biggest value is in MRC where almost no free float remains. Consider it the deepest value real estate play and potentially without a catalyst unless Angela Sahi changes direction of Morguard. Lots of potential whether it goes private (almost no free float) or they just sell more assets bring in a dividend run a substantial issuer bid. return to buying back could do lots. Asset classes across Morguard's portfolio are strong with"
X Link 2026-01-08T18:54Z 11K followers, [----] engagements
"@RobertClayson3 Always worth paying attention to over reactions in energy. Example take a look at my $PD.TO / $PDS post in April. Stock up around 100% since then. As I predicted E&P didn't change drilling plans despite low commodity prices. Yet stock only up 1% YTD https://x.com/tsxman/status/1907893704817324529 $PDS / $PD.TO down 42% YoY yet the Canadian drilling count is essentially flat over the same period. Only the US has weakened. I think after spring break up activity levels come back strong/mostly unchanged. E&P all want to prepare for the LNG era + tight diffs + currency diffs."
X Link 2026-01-08T18:59Z 11K followers, [---] engagements
"$NXRT trading at a discount in my opinion because of the potential conflict of interest/overlap with Nexpoint / Jim Dondero group of companies. Sunbelt seems to be a 5.25% cap rate at transaction level so if you are buying a REIT trading at 7% implied that seems like a good op. NXRT has high insider ownership and also strong institutional ownership much of it fresh which I feel protects retail investors from bad acting. On the last CC Nexpoint CEO said he could and would sell if NAV gap doesn't correct. I believe him as the US Multifam space is strong with plenty of investment pools."
X Link 2026-01-08T19:50Z 11K followers, [--] engagements
"NYMBUS CAPITAL from Montreal. I like this fund. Never seen a diversified fund so jam packed with #REITs and also the actually good ones that have potential upside. Top holdings $CAR.UN $HR.UN and they also nailed $MI.UN. Also holding some US REIT names that I like/am in"
X Link 2026-01-08T23:29Z 11K followers, [----] engagements
"@BradHersack $MRC.TO owns 23.25% of $MRG.UN so you get exposure to both and a steeper discount. Downside is that you don't get a real dividend/distribution as an MRC holder but how long will that last before they either take it private or start issue capital returns"
X Link 2026-01-09T01:42Z 11K followers, [--] engagements
"@JamesJstuartb In the meantime I think their plan to widen WCS differentials which will further suppress oil prices in the US and perhaps help lower energy costs by sending more VZ exports to the USGC. Tantamount to forcing Canadian companies to pay a tariff"
X Link 2026-01-11T18:19Z 11K followers, [---] engagements
"@puckdunk @parrafincontrol @ac_eco @xLanceBryantx Guessing this has something to do with it especially factoring in the extremely low $IMO public float"
X Link 2026-01-11T22:25Z 11K followers, [---] engagements
"POLL: BEST CONTRA TRADE FOR 2026YE $USO $TLT $QQQ $SQQQ $USO $TLT Other (state) $SQQQ $USO $TLT Other (state) $SQQQ"
X Link 2026-01-12T02:36Z 11K followers, [----] engagements
".@FolcoCapital wants people to know it's a L/S REIT fund not a multi sector fund. The other non REIT holdings are not part of this Nymbus fund. Link below: https://www.nymbus.ca/en/strategies/folco-l-s-reits/ https://www.nymbus.ca/en/strategies/folco-l-s-reits/"
X Link 2026-01-12T23:53Z 11K followers, [---] engagements
"Currently long [--] Sunbelt REITs. Lots of the bad news backward looking after a historic supply wave yet still positive absorption due to massive population growth. More M&A in [----] likely. Public implied values well below private market values even at @ bottom $HR.UN $NXRT $HOM.U Sun Belt apartments are breaking. Multifamily vacancy is now at the highest level since [----] and rents are getting cut hard. Austin: -21% Orlando Phoenix Atlanta Denver San Antonio: -10%+ Yes rents exploded after COVID. But supply finally caught demand. Now the cuts https://t.co/kr1Jk4zb5w Sun Belt apartments are"
X Link 2026-01-13T02:43Z 11K followers, [----] engagements
"$CFW.TO up 73% off bottom in November. Is M&A coming Will a larger US player use Calfrac to get a foothold in Canada. Weirder things can happen. In the olden days they were a powerhouse. Seems unlikely to see such a big jump without a material event. Time'll tell. $CFW.TO is a dark horse. Personally thought they were going under but didn't realize they spent so much upgrading their units. According to latest release up to [--] Tier IV fleets which are highly competitive in Canada. Guessing they force another player to take them out. https://t.co/jpC5FNNy1d $CFW.TO is a dark horse. Personally"
X Link 2026-01-14T16:39Z 11K followers, [----] engagements
"Updated TD price target changes for Canadian #REITs after fireside chats with management released today. They have been increasing their p/t with moving unitprices. Normally how it works. $HR.UN $NRR.UN $DRM.TO $MPCT.UN $D.UN $MRT.UN $MRC.TO $REI.UN $NXR.UN $DIR.UN $PMZ.UN"
X Link 2026-01-14T17:48Z 11K followers, [----] engagements
"Notably $HR.UN wasn't a participant in their recent Fireside conference chat. Probably under blackout. Maybe nothin. They project H&R to become a pureplay US resi REIT in [----]. Maintaining a low price target well below current US apartment REITs. Bullish for me"
X Link 2026-01-14T18:09Z 11K followers, [----] engagements
"CIBC #REIT targets. $NRR.UN & $MRG.UN looking most compelling for the residential space and long both. I'm pretty skeptical on $GO.U and it has very high leverage so not on my list to consider. CIBC has $SRU.UN and $SGR.UN at risk of cutting their distribution (risk HIGH)"
X Link 2026-01-15T00:44Z 11K followers, [----] engagements
"Interesting listen with @TruthGundlach. No longer bullish on the bond steepner trade. Still expects 2-year to outperform 30-year USTs. Would avoid $SPY $QQQ at all costs in [----]. Jeffrey Gundlachs annual Just Markets webcast Clue looks at market signals as [----] gets underway covering deficits rates global valuations currencies and real assets through a logic-driven macro lens. https://t.co/mNpZikmNRg Jeffrey Gundlachs annual Just Markets webcast Clue looks at market signals as [----] gets underway covering deficits rates global valuations currencies and real assets through a logic-driven macro"
X Link 2026-01-16T10:48Z 11K followers, [----] engagements
"@yenoms They were long $NXRT from their 13F filing in Q3"
X Link 2026-01-16T14:28Z 11K followers, [--] engagements
"GMT Capital taking a lot off the table in resource space. Most of their picks have been complete knockouts. Notably looks like they dumped $WCP.TO after the Veren merger and they didn't stick around long in $SCR.TO after Pipestone got acquired. Huge buys in $CEI.V. M&A coming"
X Link 2026-01-18T02:15Z 11K followers, [----] engagements
"The upcoming buyer of LNG Canada QATAR HAS COMMITTED TO INVEST IN CANADA ENERGY PROJECTS: CARNEY QATAR HAS COMMITTED TO INVEST IN CANADA ENERGY PROJECTS: CARNEY"
X Link 2026-01-18T17:11Z 11K followers, 20.3K engagements
"@ValueNotDeadYet Not high conviction that will be the outcome but seems plausible. Does Qatar want a piece of First Nation veto power and far left Canadian politics Nice way to maime your competitors. Probably a positive for Canada if it happens. Not as positive as Shell or Mitsubishi though"
X Link 2026-01-18T18:45Z 11K followers, [---] engagements
"Bonds going to make a big move higher after/if Blackrock's @RickRieder gets named the US Fed and starts talking normal away from Trump's lunacy Seemed like a big swing there today after toning it down on Greenland and inflation is under 2% according to @truflation. Aa a bond guy I am loving this move up in yields. Because after a bit of this it will be the perfect set up for a massive move down in yields. They will like bonds more than stocks. Our biggest leverage over the clueless policy makers Aa a bond guy I am loving this move up in yields. Because after a bit of this it will be the"
X Link 2026-01-21T22:38Z 11K followers, [--] engagements
"@BassamMelh @rouzi_mrouz @QuestforYield I just wrote $NRR.UN has the most projected FFO growth outside of $D.UN over next couple years of Canadian names. Huge population growth to some of their markets (Atlantic Alberta) & in the North they are only game in town w/ 100% inflation linked rent contracts backed by GoC"
X Link 2026-01-22T01:36Z 11K followers, [--] engagements
"If @RickRieder gets in do we see a UST rally Someone respected and not connected to Trump's inner circle. Almost nobody expects it to happen so could be juicy upside if it does. "BLACKROCK'S RICK RIEDER SURGES IN FED CHAIR BETTING" Go Rick go *"world" not word below apologies. "BLACKROCK'S RICK RIEDER SURGES IN FED CHAIR BETTING" Go Rick go *"world" not word below apologies"
X Link 2026-01-22T14:44Z 11K followers, [----] engagements
"@inthemoneypod This is Vision Cap latest disclosure. Nearly owner of a 1mm unit short position of $AX.UN which has been a top performer along with their other Canadian short $GRT.UN up 30% YoY plus distributions. Shorts are not supposed to outperform the longs in these funds 🤣"
X Link 2026-01-22T21:58Z 11K followers, [---] engagements
"Canadian #natgas inventories above the 5-year average according to TD' latest charts. LNG Canada up to [--] bcf/d of export capacity a rounding error to what US shale is currently exporting"
X Link 2026-01-23T03:33Z 11K followers, [----] engagements
"@FishtownCap $KHC trading at all time low multiples and high FCF yield. An interview I read said no shares would be sold without making an offer to everybody. New CEO and company splitting into two. The new CEO sold his last company at a massive premium. Doesn't seem wise to sell here"
X Link 2026-01-23T16:13Z 11K followers, [---] engagements
"How will the market react to another US government shutdown with so much uncertainty/chaos Another execution of a US citizen. Rotation to defensives I'll take my odds in defensives. Not a fan of a 30% haircut in the market and I think it's coming though impossible to predict. MINNEAPOLIS SHOOTING ROCKS SHUTDOWN ODDS The spike in shutdown odds is likely tied to political fallout from the Minneapolis shooting which has intensified fights over ICE and Homeland Security funding putting budget negotiations at risk as deadlines approach. https://t.co/fiY9hwuUak MINNEAPOLIS SHOOTING ROCKS SHUTDOWN"
X Link 2026-01-25T00:10Z 11K followers, [---] engagements
"How will the mkt react to another US government shutdown with so much uncertainty/chaos Another public execution of a US citizen. Rotation to defensives I'll take my odds in defensives. Not a fan of a 30% haircut in the mkt & I think it's coming though impossible to predict MINNEAPOLIS SHOOTING ROCKS SHUTDOWN ODDS The spike in shutdown odds is likely tied to political fallout from the Minneapolis shooting which has intensified fights over ICE and Homeland Security funding putting budget negotiations at risk as deadlines approach. https://t.co/fiY9hwuUak MINNEAPOLIS SHOOTING ROCKS SHUTDOWN"
X Link 2026-01-25T00:18Z 11K followers, [----] engagements
"$PUMP out with a public offering of stock. Up 140% from my post in August highlighting it as undervalued. Brilliantly played to expand multiple by latching onto AI trade by fueling data centers amidst serious D&C weakness. Will be a huge winner when Permian fundamentals turns. $PUMP trading at just over half of its book value with a very modern fleet of valuable e-fracs & Tier [--] fleets situated in the Permian basin which has been hit the hardest in current downtrend. Probably pulling the buyback to fund the power generation venture added to weakness. https://t.co/n6eRaxt9nE $PUMP trading at"
X Link 2026-01-27T03:10Z 11K followers, [----] engagements
"Is $GO.U #REIT a buy Was rightly skeptical on it given it went public in Canada w/ NYC real estate in a bear market. Insiders added $13 million past couple months & filed for an NCIB. Institutional grade "real estate specialists" major bagging from [----] IPO at $16 (30% decline.) Scotiabank put out an indepth report which I will read later from last year. Trading at the deepest NAV discount (not sure if real) and a 6.1% implied cap rate for high end luxury NYC apartments nearly 100% occupied with said rent growth. Trading at a low AFFO multiple relative to other peers but has more leverage"
X Link 2026-01-27T03:28Z 11K followers, [---] engagements
"$GO.U is super illiquid with high insider ownership so if their January NCIB comes into place it could be very supportive as a floor. So far nothing filed that I can see. At $11 feels like semi capitulation with all the negative headlines about Mamdani & US M-F in general"
X Link 2026-01-27T03:42Z 11K followers, [--] engagements
"@DickenMarty @TSXcapital $ATH.to $GXE.to $RZE.to if you're interested in small/medium caps which I see as very safe if oil enters a lengthy bull run; waiting for Q1s on all. $CJ.to and $BTE.to for partial exposure to heavy oil"
X Link 2018-05-09T00:34Z 11K followers, [--] engagements
"Seems like Canadian junior producers have picked up a little steam today off the $IBR.to (Iron Bridge Resources) takeover bid. Definitely a good time to target "written off" junior E/P's; a quick look at how rapidly $IBR jumped shows how fast sentiment can shift. #TSX #TSXV"
X Link 2018-05-22T17:39Z 11K followers, [--] engagements
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