Archive - Ideas from HFI Research

(Idea) Enterprise Products Partners - Nearing A Cash Flow Inflection

By: Jon Costello

Feb 20 • HFI Research

(Public) Primer On Investing In The Cyclical Chemical Sector

Editor’s Note: The piece below is a compilation of all of the chemical sector write-ups we published since October 2025.

Feb 14 • HFI Research

(Idea) Our Take On Transocean's Acquisition Of Valaris

Editor’s Note: We first covered VAL 9.48%↑ in a write-up back in March 2025.

Feb 10 • HFI Research

(Idea) Where To Find The Best Opportunities In The Chemical Sector

By: Jon Costello

Feb 8 • HFI Research

(Public) Chemours - Jon's Favorite Capital Cycle Investment Idea

Editor’s Note: This article was first published to paid subscribers on Nov 15.

Feb 7 • HFI Research

(Idea) Chord Energy - Cheap

By: Jon Costello

Feb 6 • HFI Research

(Idea) Cardinal Energy - Transitioning To An SAGD Growth Company

Editor’s Note: We recommend that you read Jon’s write-ups on Cardinal Energy from Jan and April 2025.

Feb 1 • HFI Research

January 2026

(Idea) Parex Resources - Working To Regain Credibility

By: Jon Costello

Jan 29 • HFI Research

(Idea) Western Midstream Partners Is A Buy After Its Deal With Occidental Petroleum

By: Jon Costello

Jan 26 • HFI Research

By: Jon Costello

Jan 21 • HFI Research

(Idea) Petrobras - Attractive Relative To Peers

By: Jon Costello

Jan 14 • HFI Research

(Idea) Ecopetrol

By: Jon Costello

Jan 11 • HFI Research

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts