(Important) Energy Stock Write-Up Directory Q1 2024
Dear Readers,
Last year November, I announced to all subscribers that HFI Research will be expanding to cover the entirety of the E&P space. Since then, I am proud to announce that our coverage universe is now up to 27 names. Below is a short directory to help you better navigate all of the write-ups we published.
We plan on covering the entire space by the middle of this year. Our E&P valuation sheet (linked at the end of the page) should give readers a better guide as to what company is undervalued.
Athabasca Oil
Baytex Energy
Article 2 - September 29, 2023
Birchcliff Energy
Bonterra Energy
Canadian Natural Resources
Cardinal Energy
Cenovus Energy
Crescent Point Energy
Article 1 - September 22, 2023
Diamondback Energy
Frontera Energy
Gear Energy
No write-ups, insider relationship. Disclosure is below.
Greenfire Resources
Headwater Exploration
Hemisphere Energy
Inplay Oil & Gas
International Petroleum
Logan Energy
Marathon Oil
Meg Energy (Before the days of the great Substack, Dropbox links)
Obsidian Energy
Paramount Resources
Peyto Exploration
Rubellite Energy
Spartan Delta
Strathcona Resources
Suncor Energy
Tamarack Valley Energy
Tourmaline Oil
Whitecap Resources
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I hope you find this directory useful. Every quarter, I will be updating this to give you better access to our idea write-ups. Again, I hope by the end of June, we will have covered everything, and the E&P valuation sheet should be very comprehensive.
Here are the Google sheets for the E&P valuation sheet and HFI Portfolio: