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(Public) Suncor Energy - Turnaround In Full Effect
Editor’s Note: This article was first published to paying subscribers on August 9, 2024.
Sep 7
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HFI Research
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(Public) Suncor Energy - Turnaround In Full Effect
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(Idea) EQT
EQT (EQT) is a vertically integrated natural gas-weighted E&P operating in the Marcellus and Utica shale basins in the Northeast U.S.
Sep 7
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HFI Research
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(Idea) EQT
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(Idea) Transocean - Oof
We initially became interested in Transocean (RIG) when it became clear that global demand for offshore rigs was set to increase while the supply of…
Sep 6
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HFI Research
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(Idea) Transocean - Oof
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August 2024
(Idea) How To Play Our Bull Thesis On Natural Gas
Please read, "(WCTW) It's Time To Get Extremely Bullish Natural Gas (Long-Term)."
Aug 31
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HFI Research
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(Idea) How To Play Our Bull Thesis On Natural Gas
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(Idea) Kelt Exploration - A Potential Acquisition Target
Note to readers: Dollar values are in Canadian dollars unless otherwise noted.
Aug 24
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HFI Research
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(Idea) Kelt Exploration - A Potential Acquisition Target
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(Idea) Is Parex Resources A Buy After Disappointing Q2 Results?
Note to readers: Dollar figures in this article refer to Canadian dollars unless otherwise specified.
Aug 20
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HFI Research
5
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(Idea) Is Parex Resources A Buy After Disappointing Q2 Results?
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(Idea) Strathcona Resources Q2 Update
Note: Dollar references in this article are to Canadian dollars unless otherwise noted.
Aug 14
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HFI Research
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(Idea) Strathcona Resources Q2 Update
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(Public) Strathcona Resources - Our Favorite Name For The Incoming Multi-Year Oil Bull Market
Editor’s Note: This article was first published to HFI Research and Ideas From HFI Research subscribers on May 17, 2024.
Aug 14
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HFI Research
6
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(Public) Strathcona Resources - Our Favorite Name For The Incoming Multi-Year Oil Bull Market
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(Idea) Tourmaline Scores With Its Crew Energy Acquisition
Earlier today, Tourmaline Oil (TOU:CA) proved yet again that it’s one of the best-managed natural gas-weighted operators in North America.
Aug 13
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HFI Research
2
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(Idea) Tourmaline Scores With Its Crew Energy Acquisition
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(Public) Permian Resources
Editor’s Note: This article was first published to HFI Research main subscribers on March 21, 2024.
Aug 10
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HFI Research
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(Public) Permian Resources
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(Idea) Suncor Energy - Turnaround In Full Effect
Suncor Energy (SU:CA) shares have been flat since we last analyzed the name when it released first-quarter results.
Aug 9
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HFI Research
2
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(Idea) Suncor Energy - Turnaround In Full Effect
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(Idea) Athabasca Oil - A Potential Double Or More
We’ve owned Athabasca Oil (ATH:CA) on and off since 2018.
Aug 7
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HFI Research
2
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(Idea) Athabasca Oil - A Potential Double Or More
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