Ideas from HFI Research

Ideas from HFI Research

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(Idea) TotalEnergies - The Risks Outweigh The Dividends
Message from Jon:
(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
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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

July 2025

(Idea) Bids For MEG Energy Are Not Likely To Succeed
By: Jon Costello
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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
(Idea) Whitecap Resources - Veren Was A Great Acquisition
Editor’s Note: Ideas from HFI Research is a separate paid subscription from HFI Research.
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HFI Research
(Idea) Calumet - The Next Special Situation Idea
Message from Wilson: CLMT is Jon's highest conviction idea, and I can see why.
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HFI Research
(Idea) What Is My Game Plan For Sable Offshore Now?
Ding ding ding.
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HFI Research
(Idea) Borr Drilling - Yikes
My previous coverage of Borr Drilling (BORR) favored waiting to buy the shares until jackup market conditions improved.
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HFI Research
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