Jon Costello (Ideas From HFI Research)
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(Idea) Calumet: De-Risking Sets Up The Stock For Gains
Previous write-ups on CLMT 4.64%↑:
16 hrs ago
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HFI Research
7
1
(Idea) Suncor Energy - Another Dazzling Quarterly Performance
By: Jon Costello
May 12
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HFI Research
9
(Idea) First Quarter Review And Thesis Check-Up For Transocean, Cheniere Energy, And New Stratus Energy
Editor’s Note: Suncor, Chemours, and Mach Resources update will be published on Monday.
May 10
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HFI Research
11
2
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The Oil Math And Why The Broader Market Is Crazy To Ignore It
May 6
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HFI Research
27
2
The Strait Of Hormuz Disruption - Oil Supply Math Points To A Longer Crisis Than The Market Expects
Mar 26
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HFI Research
17
1
(Idea) Transocean Is Looking More And More Attractive
Aug 6, 2025
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HFI Research
16
3
1
(Public) Analyzing Historical Analogs And When To Take Profits on Energy Stocks
Apr 2
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HFI Research
38
1
5
(Idea) Our Take On Transocean's Acquisition Of Valaris
Feb 10
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HFI Research
14
1
(Idea) U.S. Coal Stocks Best Positioned For A Prolonged LNG Supply Disruption
Mar 20
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HFI Research
12
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The Oil Math And Why The Broader Market Is Crazy To Ignore It
HFIR's head of ideas, Jon Costello, shares his thoughts on the oil math.
May 6
•
HFI Research
27
2
(Public) Cheniere Energy - The Conservative Way To Own LNG
By: Jon Costello
May 3
•
HFI Research
32
7
(Idea) Venture Global
By: Jon Costello
Apr 25
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HFI Research
11
Introducing The Plutus HFIR Energy Income Portfolio
By: Jon Costello
Apr 16
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HFI Research
12
1
(Idea) Genesis Energy - The Only Independent Gulf Of America Pipeline Operator Is At An Inflection Point
By: Jon Costello
Apr 7
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HFI Research
9
(Public) Analyzing Historical Analogs And When To Take Profits on Energy Stocks
By: Jon Costello
Apr 2
•
HFI Research
38
1
5
The Strait Of Hormuz Disruption - Oil Supply Math Points To A Longer Crisis Than The Market Expects
By: Jon Costello
Mar 26
•
HFI Research
17
1
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Jon Costello (Ideas From HFI Research)
A subsidiary of HFI Research. Jon Costello is the author of all the reports.
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Jon Costello (Ideas From HFI Research)
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