Energy

Canadian Natural Resources: Almost All The Signs Point To A Buy (Archive)

Natural gas tailwinds and improving unit economics could soon unlock higher-margin growth for CNQ.

Energy Transfer: Positioned Well For Future Growth (Archive)

Energy Transfer is steadily expanding its footprint to capture rising data center-driven energy demand.

Energy Transfer: Less Attractive For Fresh Buyers (Archive)

Valuation discounts have narrowed and technicals point to fading upside for incremental buyers.

Energy Transfer: Prepare To Buy (Archive)

Waiting for a better entry as Energy Transfer’s fundamentals strengthen and technicals align.

TC Energy: May Be A Value Trap (Archive)

TC Energy’s debt, cash flow, and asset moves suggest risks outweigh its tempting valuation.

Southwestern Energy: Think Like An Acquirer (Archive)

Southwestern Energy offers a compelling, asymmetric M&A-driven upside with valuation support.

Petrobras: I Was Wrong, And I'm Changing My Mind (Archive)

Revising Petrobras from strong sell to hold as oil dynamics overturn my thesis.