Sitemap - 2024 - Ideas from HFI Research

Oil And Natural Gas Macro In 2025 Is Shaping Up Nicely For Energy Stocks

(Idea) CNQ Is Going Higher

(Public) Three Energy Stocks To Buy Amidst The Carnage

Tamarack Valley Energy Is Outperforming Amid The Carnage

(Public) Cenovus And Suncor Guide To A Strong 2025

(Idea) Energy Transfer - Kelcy Warren Risk Is Back In Focus

(Idea) Our Thoughts On Greenfire Resources Vs Waterous Fund

The Long-Term Oil Bull Thesis

(Public) Jon Is Pounding The Table On Cenovus Energy

(Idea) Bonterra Energy Update

(Idea) Pounding The Table On Veren? Jon Explains Why He's Super Bullish

(Public) The Macro Outlook For Energy Stocks Is Improving

E&P Valuation Sheet Updated

Suncor Energy's Turnaround Is Paying Off

(Public) Big Upside In E&Ps Once Prices Reflect Fundamentals

(Idea) Enterprise Products Partner - The Move Higher Is Just Getting Started

(Public) What Trump's Victory Means For Energy Stocks

(Idea) Cenovus Energy - Better Days Ahead

(Idea) Veren Update

(Idea) Why I Bought Arc Resources

(Idea) Switching EQT for Arc Resources

(Idea) The Time Is Right To Buy Genesis Energy

(Public) What The HFI Research 2025 Oil Market Supply/Demand Balances Mean For Investors

(Idea) Fannie Mae Preferred (Part 2)

(Public) A Trump Victory? Fannie Mae Preferreds

(Idea) Calumet

(Idea) MPLX

(Idea) Buy Veren, Avoid Baytex

(Idea) Occidental Petroleum - Warren Buffett's Favorite Energy Name

South Bow - A Spinoff With Attractive Total Return Prospects

(Idea) Peabody Energy

(Idea) Spartan Delta - Our Favorite Natural Gas Producer

(Idea) Diversified Energy

(Idea) Logan Energy - A Smallcap Name Worth Your Time

(Idea) MEG Energy - A Must Own For Energy Investors

(Idea) Genesis Energy - One Of The More Undervalued MLPs

(Public) Suncor Energy - Turnaround In Full Effect

(Idea) EQT

(Idea) Transocean - Oof

(Idea) How To Play Our Bull Thesis On Natural Gas

(Idea) Kelt Exploration - A Potential Acquisition Target

(Idea) Is Parex Resources A Buy After Disappointing Q2 Results?

(Idea) Strathcona Resources Q2 Update

(Public) Strathcona Resources - Our Favorite Name For The Incoming Multi-Year Oil Bull Market

(Idea) Tourmaline Scores With Its Crew Energy Acquisition

(Public) Permian Resources

(Idea) Suncor Energy - Turnaround In Full Effect

(Idea) Athabasca Oil - A Potential Double Or More

(Idea) MEG Energy - One Of My Favorite Names

(Idea) Cenovus Energy - Q2 Update

(Idea) Baytex Energy - Leaning Bearish Despite A Strong Second Quarter

(Idea) Veren's Second-Quarter Results Point To Upside In Its Shares

(Idea) Enterprise Products Partners - Top Energy Income Pick

(Public) Enterprise Products Partners - High Quality At A Bargain Price

(Public) Spartan Delta: One Of Our Favorite Natural Gas-Weighted E&Ps

(Idea) Chevron

(Public) Canadian Natural Resources

(Idea) Petrobras - Undervalued And Attractive

(Public) Peyto Exploration

(Idea) Exxon Mobil - Our Top Pick Among The Oil Majors

(Idea) Kelt Exploration

(Idea) Schlumberger

(Public) Tamarack Valley

(Idea) Ring Energy

(Idea) ARC Resources

(Idea) Headwater Exploration Update

(Idea) Meg Energy Is Looking Attractive Again

(Idea) InPlay Oil - A Bargain Stock With Multiple Ways To Grow Value

(Public) The Negativity Toward Cenovus Energy Is Overdone

(Public) Diamondback Energy

(Idea) Vermilion Energy - A Bargain Or A Value Trap?

(Idea) New Stratus Energy - A Highly Speculative Name, But Worthy Of A Small Allocation

(Idea) Chesapeake Energy - A Dominant Natural Gas Producer

(Idea) Strathcona Resources (Part 1 and 2)

(Idea) InPlay Oil

(Idea) Comstock Resources

(Public) Parex Resources

(Idea) Baytex Energy - More Negatives Than Positives

(Public) Suncor Energy - Management Execution Is Increasing Value Per Share

(Idea) Veren - Our 2nd Favorite Name For The Incoming Multi-Year Oil Bull Market

(Idea) Antero Resources

(Idea) Saturn Oil & Gas: Undervalued Or Value Trap?

(Idea) Strathcona Resources - Our Favorite Name For The Incoming Multi-Year Oil Bull Market

(Idea) Journey Energy