Sitemap - 2025 - Ideas from HFI Research
(Idea) Alpha Metallurgical Resources
(Idea) Our #1 Metallurgical Coal Stock Pick - Warrior Met Coal
Big Macro: Long-Term Bull Thesis On Metallurgical Coal
(Idea) Peyto Exploration - Our Largest Position In The Natural Gas Portfolio
(Idea) Whitecap Resources - A Top Pick
(Idea) Enterprise Products Partners - Operating Momentum Set To Drive The Shares Higher
Calumet - Catalysts For A Higher Stock Price Are On The Horizon
Deep Dive Into The Offshore Drilling Upcycle And How To Play It
(Public) Why We Oppose the Strathcona Bid for MEG Energy
(Idea) Energy Sector Macro Review (Part 4) - Where To Look For Opportunity
Energy Sector Macro Review (Part 3) - The Oil Market’s Paradigm Shift
Energy Sector Macro Review (Part 2)
(Idea) Pembina - The Best Large-Cap Midstream Opportunity Outside Of MLPs
(Idea) South Bow: Temporary Setback Creates A Buying Opportunity
(Public) Canadian Natural Resources - Always Go With The Best
(Idea) Cardinal Energy - Bargain Bin
(Idea) Journey Energy - Perceived Risks Are Overblown
(Public) CNX Resources - Missing Out On The Natural Gas Bull Market
(Idea) If Natural Gas Is In A Bull Market, Where Does That Put US Gas E&P Upside?
(Public) Our Take On The Whitecap/Veren Deal
(Idea) Strathcona Resources - Strong Q4 Strengthens The Bull Case
(Idea) Veren's Results Validate Jon's Bullishness
(Public) Q4 2024 Results Validate Our US Shale Thesis - They Are Getting Gassier
(Idea) BP - Chronic Undperformer
(Idea) TC Energy - Q4 Results Confirm That Our Investment Thesis Is Playing Out
(Idea) EPD - A Must Own Name In An Energy Income Portfolio
(Idea) MPLX's Growth Is Exceeding Expectations
(Public) Buy Quality If Tariffs Cause A Panic In Canadian Energy Equities
(Idea) Is The Recent Calumet Sell-Off A Buying Opportunity?
(Idea) Pounding The Table On Veren? Jon Explains Why He's Super Bullish (Part 2)
Here Are Three Names To Buy As Trump's Canadian Tariff Threat Looms
(Idea) Journey Energy - Improving Fundamentals Will Propel Shares Higher
(Idea) Suncor Energy - More Upside Ahead
(Idea) Spartan Delta Well Results Confirm Duvernay Asset Value