Ideas from HFI Research

Ideas from HFI Research

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(Idea) South Bow: Temporary Setback Creates A Buying Opportunity
Editor’s Note: Ideas from HFI Research is a separate paid subscription service from HFI Research.
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HFI Research
(Public) Canadian Natural Resources - Always Go With The Best
By: Jon Costello
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HFI Research
(Idea) Cardinal Energy - Bargain Bin
Editor’s Note: Cardinal Energy is not a holding in the HFI Portfolio.
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HFI Research
(Idea) Journey Energy - Perceived Risks Are Overblown
Editor’s Note: Ideas from HFI Research is a separate paid subscription from HFI Research.
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HFI Research
(Idea) Valeura Energy
Editor’s Note: Ideas from HFI Research is a separate paying subscription from HFI Research. VLE.TO is not a holding in the HFI Portfolio.
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HFI Research

March 2025

(Idea) Core Natural Resources
Editor’s Note: CNR is a potential candidate for the HFIR Natural Gas Portfolio.
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HFI Research
(Public) CNX Resources - Missing Out On The Natural Gas Bull Market
Hedges all but eliminate the upside price potential.
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HFI Research
(Idea) Buy Valaris
Editor’s Note: Ideas from HFI Research is a separate paid subscription from HFI Research. Valaris is currently not a holding in the HFI Portfolio, but…
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HFI Research
(Idea) If Natural Gas Is In A Bull Market, Where Does That Put US Gas E&P Upside?
By: Jon Costello
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HFI Research
(Public) Our Take On The Whitecap/Veren Deal
Wilson’s Thoughts: Whitecap is known to be one of the best oil operators in Canada.
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HFI Research
(Idea) Genesis Energy
Where is the stock headed after it sold its soda ash business?
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HFI Research
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(Idea) Strathcona Resources - Strong Q4 Strengthens The Bull Case
By: Jon Costello
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HFI Research
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