Canadian Natural Resources: Upside Potential Is Limited (Archive) CNQ’s tariff and commodity headwinds cap upside, leaving valuations in a Goldilocks zone.
Enbridge: Get In Now To Enjoy A Multi-Year Bull Run (Archive) Enbridge is poised for outsized, resilient EBITDA growth and a potential multi-year bull run.
Petrobras: My Top Bet For Positive Returns In A Market-Wide Correction (Archive) Petrobras: low-cost oil powerhouse poised to outperform in a market-wide correction.
Range Resources: Don't Miss The Boat On This Natural Gas Play (Archive) Efficient natural gas operator poised to ride data center demand and bullish price tailwinds.
Devon Energy: Stay Away From This Value Trap (Archive) Limited growth, mixed commodity outlook, and murky technicals make DVN a likely value trap.
Energy Transfer: Buy Now Before It Signs More Deals With Data Centers (Archive) Energy Transfer is quietly becoming a major beneficiary of AI data center power demand.
Range Resources: Optimism Fueled By Pricing And Volume Tailwinds (Archive) Range Resources optimism fueled by pricing and volume tailwinds.