Archive - Ideas from HFI Research

(Idea) Transocean

Big Upside As The Cycle Turns.

May 8 •

(Idea) Energy Sector Macro Review (Part 4) - Where To Look For Opportunity

By: Jon Costello

May 8 •

(Idea) Is BP A Buy Now?

Editor's Note: We view BP as a buy candidate due to Elliott Management's involvement and the possibility of a complete management overhaul.

May 3 •

Energy Sector Macro Review (Part 3) - The Oil Market’s Paradigm Shift

By: Jon Costello

May 2 •

April 2025

Energy Sector Macro Review (Part 2)

The Tariffs And What Energy Investments Make Sense

Apr 28 •

Energy Sector Macro Review

The Current State Of The Oil Market

Apr 25 •

(Idea) Pembina - The Best Large-Cap Midstream Opportunity Outside Of MLPs

By: Jon Costello

Apr 21 •

(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.

Apr 15 •

(Public) Canadian Natural Resources - Always Go With The Best

By: Jon Costello

Apr 14 •

(Idea) Cardinal Energy - Bargain Bin

Editor’s Note: Cardinal Energy is not a holding in the HFI Portfolio.

Apr 10 •

(Idea) Journey Energy - Perceived Risks Are Overblown

Editor’s Note: Ideas from HFI Research is a separate paid subscription from HFI Research.

Apr 8 •

(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.

Apr 4 •

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