[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @tsxman Chris in Canada 🍁 Chris in Canada 🍁 posts on X about $cold, $line, stocks, over the the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::47828050/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XXXX% - X Months XXXXXXX -XXXX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::47828050/posts_active)  - X Week XX -X% - X Month XX -XXXX% - X Months XXX -XXXX% - X Year XXX -XX% ### Followers: XXXXXX [#](/creator/twitter::47828050/followers)  - X Week XXXXXX +0.23% - X Month XXXXXX +0.78% - X Months XXXXXX +3.70% - X Year XXXXXX +7.10% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::47828050/influencer_rank)  ### Social Influence [#](/creator/twitter::47828050/influence) --- **Social category influence** [countries](/list/countries) XXXXX% [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$cold](/topic/$cold) #28, [$line](/topic/$line) #4, [stocks](/topic/stocks) 2.11%, [over the](/topic/over-the) 1.69%, [canada](/topic/canada) #2022, [reit](/topic/reit) #89, [china](/topic/china) 1.27%, [$mrcto](/topic/$mrcto) #1, [$mrtun](/topic/$mrtun) #1, [money](/topic/money) XXXX% **Top accounts mentioned or mentioned by** [@teddygambino](/creator/undefined) [@umbrielcap](/creator/undefined) [@sportellosprea1](/creator/undefined) [@alphafortuna10](/creator/undefined) [@bubleqe](/creator/undefined) [@robertclayson3](/creator/undefined) [@nh4y9hh7r7](/creator/undefined) [@trendbullish](/creator/undefined) [@bb19043](/creator/undefined) [@pjreddy](/creator/undefined) [@recoverytrade](/creator/undefined) [@trend_bullish](/creator/undefined) [@thebenschmark](/creator/undefined) [@bdepardell](/creator/undefined) [@inthemoneypod](/creator/undefined) [@parrafincontrol](/creator/undefined) [@fuzzybe02910905](/creator/undefined) [@sa_vaninvestor](/creator/undefined) [@zethuscap](/creator/undefined) [@nuggetcapital](/creator/undefined) **Top assets mentioned** [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Lineage, Inc. Common Stock (LINE)](/topic/$line) [SL Green Realty Corp. (SLG)](/topic/$slg) [Spotify Technology (SPOT)](/topic/$spot) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [Healthpeak (DOC)](/topic/$doc) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Liberty Energy Inc. (LBRT)](/topic/$lbrt) ### Top Social Posts [#](/creator/twitter::47828050/posts) --- Top posts by engagements in the last XX hours "$TOU.TO at nearly a three year low. Mike Rose has $XXX million reasons to make Canadian has prices great again. Cant imagine Nymex or AECO going lower from here. Sentiment in tatters as LNG Canada faced technical delays. XX% unhedged AECO/Stn X for 2026 presents risk & opportunity" [X Link](https://x.com/tsxman/status/1959152504945430577) [@tsxman](/creator/x/tsxman) 2025-08-23T07:15Z 10.7K followers, 17.3K engagements "$LINE amongst the most rate sensitive names for the #REIT space that will benefit off Fed rate cuts due to a large amount of SOFR-linked debt. Added it last week along with $COLD. Both names trading well below current private market trends. More tax loss selling seems possible" [X Link](https://x.com/tsxman/status/1965480731796558237) [@tsxman](/creator/x/tsxman) 2025-09-09T18:21Z 10.7K followers, 4403 engagements "@TheBenSchmark When two companies control over half the NAM market share and have dim prospects have to wonder how small privates without any scale in a very scaleable industry would be holding out" [X Link](https://x.com/tsxman/status/1972699742221009271) [@tsxman](/creator/x/tsxman) 2025-09-29T16:27Z 10.7K followers, XXX engagements "American agriculture has been cannon fodder in Trump's trade war as AG has faced retaliation. Seems unlikely to last as he makes a deal possibly w/ China in weeks to come. I think $COLD $LINE can benefit in cold storage as sector occupancy hit by tariffs" [X Link](https://x.com/tsxman/status/1973908370848690446) [@tsxman](/creator/x/tsxman) 2025-10-03T00:30Z 10.7K followers, 2632 engagements ""Americold trades at less than 9.0x AFFO as it has a worse growth outlook.Using a 15x multiple here theres room to return nearly XXX% over the next few years including its dividends. " $COLD $LINE @LeoNelissen" [X Link](https://x.com/tsxman/status/1974906050311762211) [@tsxman](/creator/x/tsxman) 2025-10-05T18:34Z 10.7K followers, 5219 engagements "Interesting update from $MRC.TO $MRT.UN. "Historic" demand for their debenture which was unsecured and issued only at 5%. I remember the seasoned experts a couple years back proclaiming the end of #CRE when Morguard issued a XXX% debenture with insiders buying it heavily" [X Link](https://x.com/tsxman/status/1978203515269882159) [@tsxman](/creator/x/tsxman) 2025-10-14T20:57Z 10.7K followers, 3593 engagements "$PDS / $PD.TO up XX% from the April bottom. One of the lowest hanging fruits and still very cheap. Noticed it got added to Fidelity's Canada fund one of the only energy names along with $PSK.To. Still doing well despite index deletion. Expecting D&C in Canada to hold flat" [X Link](https://x.com/tsxman/status/1932176857832857837) [@tsxman](/creator/x/tsxman) 2025-06-09T20:43Z 10.7K followers, 2490 engagements "$COLD storage expected to grow in a straight $LINE going forward over the coming years in the US and elsewhere. Short-term hit to business seems at least partially in part to Trump's tariffs as it reduced imports/exports from customers who retaliated plus added uncertainity. Should a trade deal with China play out it should help US agriculture which hypothetically should bolster cold storage demand if exports pick up" [X Link](https://x.com/tsxman/status/1970254548406067331) [@tsxman](/creator/x/tsxman) 2025-09-22T22:31Z 10.7K followers, 1409 engagements "$TCW.TO results look solid with YoY improvements in all categories before the Iron Horse acquisition despite the macro uncertainties and horrific domestic natural gas prices. High quality Canadian #OFS still look very solid with multiple years of pretty clear running room" [X Link](https://x.com/tsxman/status/1950334536677486954) [@tsxman](/creator/x/tsxman) 2025-07-29T23:16Z 10.7K followers, 3341 engagements "Are US cold space #REITs going to zero By my record Americold $COLD $LINE trading at the lowest valuation in its public history. Smart money funds are buying it and they just raised their dividend. Never researched the space closely much but on my to do list this week" [X Link](https://x.com/tsxman/status/1960396472505008404) [@tsxman](/creator/x/tsxman) 2025-08-26T17:38Z 10.7K followers, 12.5K engagements "@RecoveryTrade New slide from $COLD today that claims an XX% North American marketshare. $LINE is at 33%" [X Link](https://x.com/tsxman/status/1965186652747563115) [@tsxman](/creator/x/tsxman) 2025-09-08T22:53Z 10.7K followers, XXX engagements "@JonLitt Are you still long $COLD Insiders aren't buying the dip. Probably the worst in class ownership profile in space. Highly unusual to see a REIT trading so poorly with such pitiful insider ownership. Took a position in past couple weeks would love to see it a target of activism" [X Link](https://x.com/tsxman/status/1968689489443701209) [@tsxman](/creator/x/tsxman) 2025-09-18T14:52Z 10.7K followers, XXX engagements "Great interview. Thanks for taking my question @inthemoneypod. $HR.UN $COLD $MEQ $AP.UN $DIR.UN $AX.UN $CSH.UN $D.UN names talked about" [X Link](https://x.com/tsxman/status/1970477442142974084) [@tsxman](/creator/x/tsxman) 2025-09-23T13:16Z 10.7K followers, 4794 engagements "$COLD biggest volume day since 2020 Covid levels as bagholders capitulate off JPM's downgrade which dropped 2026/27 FFO expectations modestly. JPM & other banks have promoted the cold storage sector for years only to go bearish at or near bottom after a massive decline. Bottom" [X Link](https://x.com/tsxman/status/1970590877589340517) [@tsxman](/creator/x/tsxman) 2025-09-23T20:47Z 10.7K followers, 1365 engagements "Took a trip today to tour Morguard's Place Innovation in Montral's aviation focused technoparc. Nearly 1mmsf. Impressive complex w/ a soon to be built light rail station on its property. Has own baseball court badminton with sand & a natural mediation creek. $MRC.TO $MRT.UN" [X Link](https://x.com/tsxman/status/1974108529356341446) [@tsxman](/creator/x/tsxman) 2025-10-03T13:45Z 10.7K followers, 5366 engagements "@LeoNelissen $COLD added to Morningstar's Equity Best Idea List for October" [X Link](https://x.com/tsxman/status/1975128231025287426) [@tsxman](/creator/x/tsxman) 2025-10-06T09:17Z 10.7K followers, 9704 engagements "@cubedpermian US OFS stocks still hated and has torque to rising NYMEX/LNG theme not just oil which should be going up in 2026. I think they can have a great year next year. $ACDC $PUMP to name a couple" [X Link](https://x.com/tsxman/status/1975577509799547271) [@tsxman](/creator/x/tsxman) 2025-10-07T15:02Z 10.7K followers, XXX engagements "Sounds like Trump admin is going to make a giant agriculture trade deal with China. Have been adding US $COLD storage as I believe lack of exports due to Chinese tariff retaliation has hurt the space. Other food stocks also in the gutter. Seems like a good theme for 2026" [X Link](https://x.com/tsxman/status/1976354451524125042) [@tsxman](/creator/x/tsxman) 2025-10-09T18:29Z 10.7K followers, 2056 engagements "$DOC upgraded by the Raymond James today. An S&P XXX #REIT it is one of the largest underweight positions amongst investors in the space with a dividend of 6.1%. Could see rising interest with healthcare or RE themes a mix of patient outcare hospitals seniors & life science" [X Link](https://x.com/tsxman/status/1968027080920371268) [@tsxman](/creator/x/tsxman) 2025-09-16T18:59Z 10.7K followers, 1470 engagements "$MRC.TO $MRT.UN the smart money continues to add. George Armoyan picked up over $265k worth today around $1mm so far in October & $14mm YTD. I took an XX% position in MRT/MRC over the past month. Great (and tightly held illiquid) names to hold admist market uncertainity w/ potential catalyst if George can wake up sleepy Sahi clan and force them to correct the embarassing disconnect to fundamental value. So many levers Morguard can pull. Question is will they" [X Link](https://x.com/tsxman/status/1976769745207636439) [@tsxman](/creator/x/tsxman) 2025-10-10T22:00Z 10.7K followers, 1344 engagements "In short-order it seems DJT is going to make bond yields come down. Should benefit his real estate interests and relieve debt costs for the US government. Oil will bite them in the medium term. If prices stay low over the coming months I think it benefits NYMEX prices the most" [X Link](https://x.com/tsxman/status/1977118002106736973) [@tsxman](/creator/x/tsxman) 2025-10-11T21:03Z 10.7K followers, 7831 engagements "@xLanceBryantx Would love to see an epic bond rally for obvious reasons. Have done well until now despite bonds still being in the doghouse but it will make investing life so much easier if bond yields would tumble. I don't care what happens to the $SPY $QQQ and have very little correlation" [X Link](https://x.com/tsxman/status/1977119303213392207) [@tsxman](/creator/x/tsxman) 2025-10-11T21:09Z 10.7K followers, XXX engagements "@WSB_redditor @TeddyGambino I think you will make more money playing the US OFS names when the pendulum tilts they will go up way more then the US E&P names" [X Link](https://x.com/tsxman/status/1978084840432914860) [@tsxman](/creator/x/tsxman) 2025-10-14T13:05Z 10.7K followers, XXX engagements "Can we see a 1-handle bond yield in Canada USTs rates dropping hard may give the BoC cover to do what is necessary. Should be a tailwind for Canadian and American dividend stocks" [X Link](https://x.com/tsxman/status/1978867167564038180) [@tsxman](/creator/x/tsxman) 2025-10-16T16:54Z 10.7K followers, 1305 engagements "@TeddyGambino Feels like we read this quote every release going back the past couple years. lol. All I am sure about is the next uptrend is going to be like the one coming out of the 2020 shenanigans when it comes to pricing power" [X Link](https://x.com/tsxman/status/1978949140131279009) [@tsxman](/creator/x/tsxman) 2025-10-16T22:20Z 10.7K followers, XXX engagements "@Sportellosprea1 I believe Allied could see $10-12 unit price if they cut the distribution which I think they will. Westbank bankruptcy won't be able to pay back. Interest rate spike next year. Still using cap rates XXX bps too low. Everybody long that name for the distribution. Gonna hurt imho" [X Link](https://x.com/tsxman/status/1979365258641969186) [@tsxman](/creator/x/tsxman) 2025-10-18T01:53Z 10.7K followers, XXX engagements "$LBRT says that D&C activity has officially fallen below levels to sustain North American oil production. Note they did not say natural gas production as the rig count there has risen especially in the Haynesville. The reversal is this space is going to strong at some point" [X Link](https://x.com/tsxman/status/1978937624891924941) [@tsxman](/creator/x/tsxman) 2025-10-16T21:34Z 10.7K followers, 6836 engagements "Added me some NYC offices today with $SLG. Down XX% in the past month as the socialist mayor candidate appears to be polling strongly in the race. NYC and US office numbers continue to improve off cyclical troughs" [X Link](https://x.com/tsxman/status/1979355101765779966) [@tsxman](/creator/x/tsxman) 2025-10-18T01:13Z 10.7K followers, 4641 engagements "On the $SLG call CEO said that he was enjoying one of the highest leasing years ever. Rents up in their oldest buildings by XX% from January" [X Link](https://x.com/tsxman/status/1979640752708915434) [@tsxman](/creator/x/tsxman) 2025-10-18T20:08Z 10.7K followers, XXX engagements "Sounds bearish #CRE #REITs $SLG "In July office attendance in New York was XXX% higher than it was in July 2019." "New York is setting the pace for the rest of the country. Manhattan leasing activity in 2025 has now surpassed its 2018-2019 levels."" [X Link](https://x.com/tsxman/status/1979949266513625263) [@tsxman](/creator/x/tsxman) 2025-10-19T16:34Z 10.7K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@tsxman Chris in Canada 🍁
Chris in Canada 🍁 posts on X about $cold, $line, stocks, over the the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -X%
- X Month XX -XXXX%
- X Months XXX -XXXX%
- X Year XXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +0.23%
- X Month XXXXXX +0.78%
- X Months XXXXXX +3.70%
- X Year XXXXXX +7.10%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence countries XXXXX% finance XXXX% stocks XXXX% technology brands XXXX% cryptocurrencies XXXX%
Social topic influence $cold #28, $line #4, stocks 2.11%, over the 1.69%, canada #2022, reit #89, china 1.27%, $mrcto #1, $mrtun #1, money XXXX%
Top accounts mentioned or mentioned by @teddygambino @umbrielcap @sportellosprea1 @alphafortuna10 @bubleqe @robertclayson3 @nh4y9hh7r7 @trendbullish @bb19043 @pjreddy @recoverytrade @trend_bullish @thebenschmark @bdepardell @inthemoneypod @parrafincontrol @fuzzybe02910905 @sa_vaninvestor @zethuscap @nuggetcapital
Top assets mentioned Americold Realty Trust, Inc. (COLD) Lineage, Inc. Common Stock (LINE) SL Green Realty Corp. (SLG) Spotify Technology (SPOT) PumpBTC (Governance token) (PUMP) Healthpeak (DOC) SPDR S&P XXX ETF Trust (SPY) Liberty Energy Inc. (LBRT)
Top Social Posts #
Top posts by engagements in the last XX hours
"$TOU.TO at nearly a three year low. Mike Rose has $XXX million reasons to make Canadian has prices great again. Cant imagine Nymex or AECO going lower from here. Sentiment in tatters as LNG Canada faced technical delays. XX% unhedged AECO/Stn X for 2026 presents risk & opportunity"
X Link @tsxman 2025-08-23T07:15Z 10.7K followers, 17.3K engagements
"$LINE amongst the most rate sensitive names for the #REIT space that will benefit off Fed rate cuts due to a large amount of SOFR-linked debt. Added it last week along with $COLD. Both names trading well below current private market trends. More tax loss selling seems possible"
X Link @tsxman 2025-09-09T18:21Z 10.7K followers, 4403 engagements
"@TheBenSchmark When two companies control over half the NAM market share and have dim prospects have to wonder how small privates without any scale in a very scaleable industry would be holding out"
X Link @tsxman 2025-09-29T16:27Z 10.7K followers, XXX engagements
"American agriculture has been cannon fodder in Trump's trade war as AG has faced retaliation. Seems unlikely to last as he makes a deal possibly w/ China in weeks to come. I think $COLD $LINE can benefit in cold storage as sector occupancy hit by tariffs"
X Link @tsxman 2025-10-03T00:30Z 10.7K followers, 2632 engagements
""Americold trades at less than 9.0x AFFO as it has a worse growth outlook.Using a 15x multiple here theres room to return nearly XXX% over the next few years including its dividends. " $COLD $LINE @LeoNelissen"
X Link @tsxman 2025-10-05T18:34Z 10.7K followers, 5219 engagements
"Interesting update from $MRC.TO $MRT.UN. "Historic" demand for their debenture which was unsecured and issued only at 5%. I remember the seasoned experts a couple years back proclaiming the end of #CRE when Morguard issued a XXX% debenture with insiders buying it heavily"
X Link @tsxman 2025-10-14T20:57Z 10.7K followers, 3593 engagements
"$PDS / $PD.TO up XX% from the April bottom. One of the lowest hanging fruits and still very cheap. Noticed it got added to Fidelity's Canada fund one of the only energy names along with $PSK.To. Still doing well despite index deletion. Expecting D&C in Canada to hold flat"
X Link @tsxman 2025-06-09T20:43Z 10.7K followers, 2490 engagements
"$COLD storage expected to grow in a straight $LINE going forward over the coming years in the US and elsewhere. Short-term hit to business seems at least partially in part to Trump's tariffs as it reduced imports/exports from customers who retaliated plus added uncertainity. Should a trade deal with China play out it should help US agriculture which hypothetically should bolster cold storage demand if exports pick up"
X Link @tsxman 2025-09-22T22:31Z 10.7K followers, 1409 engagements
"$TCW.TO results look solid with YoY improvements in all categories before the Iron Horse acquisition despite the macro uncertainties and horrific domestic natural gas prices. High quality Canadian #OFS still look very solid with multiple years of pretty clear running room"
X Link @tsxman 2025-07-29T23:16Z 10.7K followers, 3341 engagements
"Are US cold space #REITs going to zero By my record Americold $COLD $LINE trading at the lowest valuation in its public history. Smart money funds are buying it and they just raised their dividend. Never researched the space closely much but on my to do list this week"
X Link @tsxman 2025-08-26T17:38Z 10.7K followers, 12.5K engagements
"@RecoveryTrade New slide from $COLD today that claims an XX% North American marketshare. $LINE is at 33%"
X Link @tsxman 2025-09-08T22:53Z 10.7K followers, XXX engagements
"@JonLitt Are you still long $COLD Insiders aren't buying the dip. Probably the worst in class ownership profile in space. Highly unusual to see a REIT trading so poorly with such pitiful insider ownership. Took a position in past couple weeks would love to see it a target of activism"
X Link @tsxman 2025-09-18T14:52Z 10.7K followers, XXX engagements
"Great interview. Thanks for taking my question @inthemoneypod. $HR.UN $COLD $MEQ $AP.UN $DIR.UN $AX.UN $CSH.UN $D.UN names talked about"
X Link @tsxman 2025-09-23T13:16Z 10.7K followers, 4794 engagements
"$COLD biggest volume day since 2020 Covid levels as bagholders capitulate off JPM's downgrade which dropped 2026/27 FFO expectations modestly. JPM & other banks have promoted the cold storage sector for years only to go bearish at or near bottom after a massive decline. Bottom"
X Link @tsxman 2025-09-23T20:47Z 10.7K followers, 1365 engagements
"Took a trip today to tour Morguard's Place Innovation in Montral's aviation focused technoparc. Nearly 1mmsf. Impressive complex w/ a soon to be built light rail station on its property. Has own baseball court badminton with sand & a natural mediation creek. $MRC.TO $MRT.UN"
X Link @tsxman 2025-10-03T13:45Z 10.7K followers, 5366 engagements
"@LeoNelissen $COLD added to Morningstar's Equity Best Idea List for October"
X Link @tsxman 2025-10-06T09:17Z 10.7K followers, 9704 engagements
"@cubedpermian US OFS stocks still hated and has torque to rising NYMEX/LNG theme not just oil which should be going up in 2026. I think they can have a great year next year. $ACDC $PUMP to name a couple"
X Link @tsxman 2025-10-07T15:02Z 10.7K followers, XXX engagements
"Sounds like Trump admin is going to make a giant agriculture trade deal with China. Have been adding US $COLD storage as I believe lack of exports due to Chinese tariff retaliation has hurt the space. Other food stocks also in the gutter. Seems like a good theme for 2026"
X Link @tsxman 2025-10-09T18:29Z 10.7K followers, 2056 engagements
"$DOC upgraded by the Raymond James today. An S&P XXX #REIT it is one of the largest underweight positions amongst investors in the space with a dividend of 6.1%. Could see rising interest with healthcare or RE themes a mix of patient outcare hospitals seniors & life science"
X Link @tsxman 2025-09-16T18:59Z 10.7K followers, 1470 engagements
"$MRC.TO $MRT.UN the smart money continues to add. George Armoyan picked up over $265k worth today around $1mm so far in October & $14mm YTD. I took an XX% position in MRT/MRC over the past month. Great (and tightly held illiquid) names to hold admist market uncertainity w/ potential catalyst if George can wake up sleepy Sahi clan and force them to correct the embarassing disconnect to fundamental value. So many levers Morguard can pull. Question is will they"
X Link @tsxman 2025-10-10T22:00Z 10.7K followers, 1344 engagements
"In short-order it seems DJT is going to make bond yields come down. Should benefit his real estate interests and relieve debt costs for the US government. Oil will bite them in the medium term. If prices stay low over the coming months I think it benefits NYMEX prices the most"
X Link @tsxman 2025-10-11T21:03Z 10.7K followers, 7831 engagements
"@xLanceBryantx Would love to see an epic bond rally for obvious reasons. Have done well until now despite bonds still being in the doghouse but it will make investing life so much easier if bond yields would tumble. I don't care what happens to the $SPY $QQQ and have very little correlation"
X Link @tsxman 2025-10-11T21:09Z 10.7K followers, XXX engagements
"@WSB_redditor @TeddyGambino I think you will make more money playing the US OFS names when the pendulum tilts they will go up way more then the US E&P names"
X Link @tsxman 2025-10-14T13:05Z 10.7K followers, XXX engagements
"Can we see a 1-handle bond yield in Canada USTs rates dropping hard may give the BoC cover to do what is necessary. Should be a tailwind for Canadian and American dividend stocks"
X Link @tsxman 2025-10-16T16:54Z 10.7K followers, 1305 engagements
"@TeddyGambino Feels like we read this quote every release going back the past couple years. lol. All I am sure about is the next uptrend is going to be like the one coming out of the 2020 shenanigans when it comes to pricing power"
X Link @tsxman 2025-10-16T22:20Z 10.7K followers, XXX engagements
"@Sportellosprea1 I believe Allied could see $10-12 unit price if they cut the distribution which I think they will. Westbank bankruptcy won't be able to pay back. Interest rate spike next year. Still using cap rates XXX bps too low. Everybody long that name for the distribution. Gonna hurt imho"
X Link @tsxman 2025-10-18T01:53Z 10.7K followers, XXX engagements
"$LBRT says that D&C activity has officially fallen below levels to sustain North American oil production. Note they did not say natural gas production as the rig count there has risen especially in the Haynesville. The reversal is this space is going to strong at some point"
X Link @tsxman 2025-10-16T21:34Z 10.7K followers, 6836 engagements
"Added me some NYC offices today with $SLG. Down XX% in the past month as the socialist mayor candidate appears to be polling strongly in the race. NYC and US office numbers continue to improve off cyclical troughs"
X Link @tsxman 2025-10-18T01:13Z 10.7K followers, 4641 engagements
"On the $SLG call CEO said that he was enjoying one of the highest leasing years ever. Rents up in their oldest buildings by XX% from January"
X Link @tsxman 2025-10-18T20:08Z 10.7K followers, XXX engagements
"Sounds bearish #CRE #REITs $SLG "In July office attendance in New York was XXX% higher than it was in July 2019." "New York is setting the pace for the rest of the country. Manhattan leasing activity in 2025 has now surpassed its 2018-2019 levels.""
X Link @tsxman 2025-10-19T16:34Z 10.7K followers, XXX engagements