Funny to hear BNN speak as though Syncrude Oct prod results will somehow impact the outcome of $COS $SU. #nonevent #notacatalyst

$CVE answer to M&A Q a bit too scripted... Makes a nice deleveraging transaction for another CAD major. CVE-IMO accretive on all metrics.

Greg Pardy gets first Q on both $SU and $CVE calls... too much love for $RBC. Canada can be so incestuous.

Could see higher premiums, less conditional offers, ie force bidders to put best foot forward up front natpo.st/1PWwEgr FP Comment

Easy to relax rules on SOE investment in oil sands when they are unlikely to be tested. Will there be a REAL impact? x.com/TorysLLP/statu…

It's that time of the year... #yearendreviews

Interesting that $BCE announces a bought deal the same day $MBT sells Allstream. $BCE holds the least amount of spectrum in MB of the big 3.

The stage is set for arbs to fill the support gap and take$COS across the finish line. $SU can also lower the tender threshold. Bye bye $COS

Good slide deck (albeit backward-looking) re: structures of CAD Energy M&A, esp tax implications for foreign buyers canadianenergylaw.com/2016/02/articl…

Language from BCE is conciliatory despite reg concerns. Hell-or-high-water provisions built in like ACMa-BCE? fw.to/wkYlnUe

International arbs should be paying more attention to Canadian sub receipts. Unique product globally; same spreads with much less downside.

No edge on Chinese SAFE approval makes deals like this uninvestable especially given larger-than-avg downside $BNK bit.ly/2akW6Lm

#goldmine x.com/valuewalk/stat…

Imagine what Steve would say re: deflationary effects of an overheated Can housing mkt, red warning by CMHC and needed rate cut by BoC. x.com/valuewalk/stat…

All scenarios forecasted by FAO for planning purposed point to lower real estate prices in 2018 through 2020. betterdwelling.com/ontario-financ…

The BoC is watching Canadian wage growth in real terms which are actually falling despite the better employment #s betterdwelling.com/city/vancouver…

#11,14,16,24,25,32,33,35,39,44,52,65 are personal favourites. Every investor should have a running list like this. Revisit every six months. x.com/NoonSixCap/sta…

Add growth and ROIC metrics and this is basically how I screen for prospective buy ideas. x.com/compoundcap/st…