Archive - Ideas from HFI Research

(Idea) MEG Energy - A Must Own For Energy Investors

MEG Energy (MEG:CA) is one of our favorite E&P stocks for long-term holding.

Sep 14 •

(Idea) Genesis Energy - One Of The More Undervalued MLPs

One of our favorite energy investment situations is to find a company undergoing large-scale asset development.

Sep 13 •

(Public) Suncor Energy - Turnaround In Full Effect

Editor’s Note: This article was first published to paying subscribers on August 9, 2024.

Sep 7 •

EQT (EQT) is a vertically integrated natural gas-weighted E&P operating in the Marcellus and Utica shale basins in the Northeast U.S.

Sep 7 •

(Idea) Transocean - Oof

We initially became interested in Transocean (RIG) when it became clear that global demand for offshore rigs was set to increase while the supply of…

Sep 6 •

August 2024

(Idea) How To Play Our Bull Thesis On Natural Gas

Please read, "(WCTW) It's Time To Get Extremely Bullish Natural Gas (Long-Term)."

Aug 31 •

(Idea) Kelt Exploration - A Potential Acquisition Target

Note to readers: Dollar values are in Canadian dollars unless otherwise noted.

Aug 24 •

(Idea) Is Parex Resources A Buy After Disappointing Q2 Results?

Note to readers: Dollar figures in this article refer to Canadian dollars unless otherwise specified.

Aug 20 •

(Idea) Strathcona Resources Q2 Update

Note: Dollar references in this article are to Canadian dollars unless otherwise noted.

Aug 14 •

(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.

Aug 14 •

(Idea) Tourmaline Scores With Its Crew Energy Acquisition

Earlier today, Tourmaline Oil (TOU:CA) proved yet again that it’s one of the best-managed natural gas-weighted operators in North America.

Aug 13 •

(Public) Permian Resources

Editor’s Note: This article was first published to HFI Research main subscribers on March 21, 2024.

Aug 10 •

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