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(Idea) Genesis Energy - At Its Cash Flow Inflection Point
Genesis Energy (GEL) is wrapping up a transformational 2025.
Dec 31, 2025
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HFI Research
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(Idea) Energy Transfer: A Buy For Its Big Yield And Upside Potential
By: Jon Costello
Dec 26, 2025
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HFI Research
6
HFIR Energy Income Portfolio Update For 2025
By: Jon Costello
Dec 24, 2025
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HFI Research
6
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(Idea) Transocean Is Looking More And More Attractive
Aug 6, 2025
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HFI Research
16
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(Macro) The Chemical Sector Bottom And The Path To A Recovery
Nov 23, 2025
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HFI Research
13
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Big Macro: Long-Term Bull Thesis On Metallurgical Coal
Jun 28, 2025
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HFI Research
9
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(Public) Valaris - Contract Win Validates The Bull Thesis
Jul 7, 2025
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HFI Research
40
4
(Idea) Met Coal Recovery Update - Impact On Warrior Met Coal And Alpha Metallurgical Resources
Oct 18, 2025
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HFI Research
12
(Idea) Suncor Delivers Another Stellar Quarter
Aug 7, 2025
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HFI Research
12
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(Macro) Offshore Drilling Market Update
By: Jon Costello
Dec 18, 2025
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HFI Research
7
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(Idea) Suncor Energy - Stellar Operational Execution Will Continue To Drive Shares Higher
Editor’s Note: Rich Kruger and his team continue to deliver outstanding operational results for shareholders.
Dec 16, 2025
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HFI Research
6
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(Idea) Greenfire Resources - One Of Our Favorite Energy Names
At US$75 per barrel WTI and production at 21,500 bbl/d, GFR can generate C$120 million in free cash flow, or ~20% FCF yield.
Dec 13, 2025
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HFI Research
5
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(Idea) Antero Resources Makes A Smart Acquisition
By: Jon Costello
Dec 9, 2025
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HFI Research
9
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(Idea) Birchtech - A Special Situation Poised For Growth In PFAS Water Treatment
By: Jon Costello
Dec 6, 2025
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HFI Research
1
(Macro) Chemical Sector Part 3 - Lessons From Past Cycles And How They Apply To Today's Chemical Stocks
By: Jon Costello
Dec 3, 2025
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HFI Research
9
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(Idea) Baytex Energy - Selling Eagle Ford Was The Right Move Making It A More Attractive Oil Name
Note: This article cites Canadian dollars unless otherwise specified.
Nov 27, 2025
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HFI Research
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A subsidiary of HFI Research. Jon Costello is the author of all the reports.
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