Ideas from HFI Research

Ideas from HFI Research

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Big Macro: Long-Term Bull Thesis On Metallurgical Coal
By: Jon Costello
 • 
HFI Research
(Public) Strathcona Resources - Our Favorite Name For The Incoming Multi-Year Oil Bull Market
Editor’s Note: This article was first published to HFI Research and Ideas From HFI Research subscribers on May 17, 2024.
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HFI Research
1
(Idea) TotalEnergies - The Risks Outweigh The Dividends
Message from Jon:
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(Idea) Transocean Is Looking More And More Attractive
 • HFI Research
3
(Public) Valaris - Contract Win Validates The Bull Thesis
 • HFI Research
(Idea) Suncor Delivers Another Stellar Quarter
 • HFI Research
1
(Idea) Buy Valaris
 • HFI Research
Deep Dive Into The Offshore Drilling Upcycle And How To Play It
 • HFI Research
(Public) Make Canadian Energy Great Again
 • HFI Research
(Idea) What Is My Game Plan For Sable Offshore Now? (Part 2)
I can't believe it's almost been a month since our original game plan article on Sable Offshore, and yet, here we are.
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HFI Research
(Idea) Mach Natural Resources - Natural Gas Torque With Income
By: Jon Costello
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HFI Research
(Idea) Suncor Delivers Another Stellar Quarter
Editor's Note: Suncor is the third-largest position in the HFI Portfolio.
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HFI Research
1
(Idea) Transocean Is Looking More And More Attractive
By: Jon Costello
 • 
HFI Research
3
(Idea) NuVista Energy
Editor’s Note: Ideas from HFI Research is a separate paid subscription service to HFI Research.
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HFI Research
2
(Idea) Bids For MEG Energy Are Not Likely To Succeed
By: Jon Costello
 • 
HFI Research
(Public) Whitecap Resources - A Top Pick
Editor’s Note: This article was first published to paying subscribers on June 11, 2025.
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HFI Research
Ideas from HFI Research
Ideas from HFI Research
A subsidiary of HFI Research. Jon Costello is the author of all the reports.

Ideas from HFI Research

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