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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
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HFI Research
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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
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HFI Research
5
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(Idea) Antero Resources Makes A Smart Acquisition
By: Jon Costello
Dec 9
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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
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HFI Research
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(Macro) Chemical Sector Part 3 - Lessons From Past Cycles And How They Apply To Today's Chemical Stocks
By: Jon Costello
Dec 3
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HFI Research
9
1
November 2025
(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
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HFI Research
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(Macro) The Chemical Sector Bottom And The Path To A Recovery
By: Jon Costello
Nov 23
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HFI Research
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(Idea) AdvanSix - Lowest Cost Producer, Trading At Half Of Book Value, And Cycle Trough
By: Jon Costello
Nov 20
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HFI Research
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(Idea) Chemours - Jon's Favorite Capital Cycle Investment Idea
By: Jon Costello
Nov 16
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HFI Research
6
(Public) Mach Natural Resources Enters The Buy Zone
Please read our previous article on MNR for context.
Nov 13
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HFI Research
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(Idea) Kronos Worldwide
By: Jon Costello
Nov 7
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HFI Research
7
(Macro) A Titanium Dioxide Market Recovery Appears Imminent
By: Jon Costello
Nov 7
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HFI Research
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