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(Idea) Bonterra Energy Update
By: Jon Costello
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HFI Research
(Idea) Pounding The Table On Veren? Jon Explains Why He's Super Bullish
Editor’s Note: For paying subscribers, Wilson will offer his editorial comment at the end of the article.
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HFI Research
(Public) The Macro Outlook For Energy Stocks Is Improving
By: Jon Costello
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HFI Research
E&P Valuation Sheet Updated
We've updated all of the E&Ps in our coverage using $70 and $75/bbl WTI.
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HFI Research
Suncor Energy's Turnaround Is Paying Off
Editor's Note: Sorry Jon, I'm stealing the "idea" spotlight on this one.
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HFI Research
(Public) Big Upside In E&Ps Once Prices Reflect Fundamentals
By: Jon Costello
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HFI Research
2
(Idea) Enterprise Products Partner - The Move Higher Is Just Getting Started
By: Jon Costello
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HFI Research
(Public) What Trump's Victory Means For Energy Stocks
By: Jon Costello
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HFI Research
(Idea) Cenovus Energy - Better Days Ahead
By: Jon Costello
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HFI Research
(Idea) Veren Update
Editor’s Note: Since selling VRN for Alibaba back in late August, we have not bought back Veren yet.
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HFI Research
(Idea) Why I Bought Arc Resources
Editor’s Note: Jon Costello, head of “Ideas from HFI Research”, made a call to sell out of his EQT position and go long Arc Resources.
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HFI Research

October 2024

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