Oil & Gas: Downstream & Midstream

February 24, 2022

Buy ($175)

Companies covered: Liberty Oilfield Services (NYSE:LBRT), NexTier Oilfield Solutions (NYSE:NEX), Helmerich & Payne, Inc. (NYSE:HP), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Precision Drilling Corporation (NYSE:PDS), ChampionX Corp. (NASDAQ:CHX), Bristow Group Inc. (NYSE:VTOL), Chart Industries, Inc. (NASDAQ:GTLS), Halliburton Company (NYSE:HAL), Schlumberger N.V. (NYSE:SLB), Baker Hughes (NYSE:BKR), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Golar LNG Limited (NASDAQ:GLNG), Shell PLC (NYSE:SHEL), TotalEnergies SE (NYSE:TTE), Williams Companies, Inc. (The) (NYSE:WMB), Targa Resources Corp. (NYSE:TRGP), Tellurian Inc. (NASDAQ:TELL), Plains All American Pipeline, L.P. (NYSE:PAA), ONEOK, Inc. (NYSE:OKE), Aris Water Solutions, Inc. (NYSE:ARIS)

Oil & Gas: Independent, Major Integrated, Exploration & Production

February 10, 2022

Buy ($175)

Companies covered: BP p.l.c. (NYSE:BP), Gazprom PAO (OTCMKTS:OGZPY), Saudi Arabian Oil Co. (TADAWUL:2222), Exxon Mobil Corporation (NYSE:XOM), Shell PLC (NYSE:SHEL), Coterra Energy Inc. (NYSE:CTRA), Devon Energy Corporation (NYSE:DVN), Diamondback Energy, Inc. (NASDAQ:FANG), EOG Resources, Inc. (NYSE:EOG), Pioneer Natural Resources Company (NYSE:PXD), SM Energy Company (NYSE:SM), Denbury Resources Inc. (NYSE:DNR), Continental Resources, Inc. (NYSE:CLR), Earthstone Energy, Inc. (NYSE:ESTE), Ring Energy, Inc. (NYSEAMERICAN:REI), iSun Inc. (NASDAQ:ISUN), Electrovaya Inc. (OTCMKTS:EFLVF), Toyota Motor Corp Ltd Ord (NYSE:TM), Vicinity Motor Group (NASDAQ:VEV), United Parcel Service, Inc. (NYSE:UPS), FedEx Corporation (NYSE:FDX), General Motors Company (NYSE:GM), Suncor Energy Inc. (NYSE:SU), Birchcliff Energy Ltd. (OTCMKTS:BIREF), InPlay Oil Corp. (OTCMKTS:IPOOF), Spartan Delta Corp. (OTCMKTS:DALXF), Gran Tierra Energy Inc. (NYSEAMERICAN:GTE), PetroTal Corp. (OTCMKTS:PTALF), ConocoPhillips (NYSE:COP), Vermillion, Inc. (NASDAQ:VRML), MEG Energy Corp. (OTCMKTS:MEGEF), Geopark Ltd (NYSE:GPRK), Tamarack Valley Energy Ltd. (OTCMKTS:TNEYF), Parex Resources Inc. (OTCMKTS:PARXF), NuVista Energy Ltd. (TSE:NVA), Riley Exploration Permian, Inc. (NYSEAMERICAN:REPX), Transglobe Energy Corp (NASDAQ:TGA)

Gold, Precious Metals and Mining

December 02, 2021

Buy ($175)

Companies covered: Grupo Mexico S.A.B. de C.V. (OTCMKTS:GMBXF), Southern Copper Corporation (NYSE:SCCO), Gerdau S.A. (NYSE:GGB), Ternium S.A. (NYSE:TX), VALE S.A. (NYSE:VALE), Sprott Physical Uranium Trust (TSE:U.U), Yellow Cake PLC (OTCMKTS:YLLXF), Cameco Corporation (NYSE:CCJ), Ur-Energy Inc. (NYSEAMERICAN:URG), Freeport-McMoran, Inc. (NYSE:FCX), First Quantum Minerals Limited (OTCMKTS:FQVLF), BHP Group Ltd. (NYSE:BHP), Trilogy Metals (NYSEAMERICAN:TMQ), South32 Ltd. (ADR) (OTCMKTS:SOUHY), Millennial Lithium Corp. (OTCMKTS:MLNLF), Contemporary Amperex Technology Co. Ltd. (SHE:300750), Lithium Americas Corp. (NYSE:LAC), Noront Resources Ltd. (OTCMKTS:NOSOF), Golden Minerals Company (NYSEAMERICAN:AUMN), McEwen Mining Inc. (NYSE:MUX), Paramount Gold Nevada Corp. (NYSEAMERICAN:PZG)

Oil & Gas: Downstream & Midstream

February 24, 2021

Buy ($175)

Companies covered: Saudi Arabian Oil Co. (TADAWUL:2222), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), EOG Resources, Inc. (NYSE:EOG), Exxon Mobil Corporation (NYSE:XOM), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Hess Corporation (NYSE:HES), Devon Energy Corporation (NYSE:DVN), Occidental Petroleum Corporation (NYSE:OXY), Kinder Morgan, Inc. (NYSE:KMI), Enterprise Products Partners L.P. (NYSE:EPD), Nustar Energy L.P. (NYSE:NS), Diamondback Energy, Inc. (NASDAQ:FANG), Pioneer Natural Resources Company (NYSE:PXD), Williams Companies, Inc. (The) (NYSE:WMB), Plains All American Pipeline, L.P. (NYSE:PAA), Magellan Midstream Partners L.P. (NYSE:MMP), Targa Resources Corp. (NYSE:TRGP), ONEOK, Inc. (NYSE:OKE), ENSERVCO Corporation (NYSEAMERICAN:ENSV), Martin Midstream Partners L.P. (NASDAQ:MMLP), CrossAmerica Partners LP (NYSE:CAPL)

Oil & Gas: Independent, Major Integrated, Exploration & Production

February 05, 2021

Buy ($175)

Companies covered: BP p.l.c. (NYSE:BP), Exxon Mobil Corporation (NYSE:XOM), Total SE (NYSE:TOT), Royal Dutch Shell PLC (NYSE:RDS/A), Chevron Corporation (NYSE:CVX), Diamondback Energy, Inc. (NASDAQ:FANG), Occidental Petroleum Corporation (NYSE:OXY), ConocoPhillips (NYSE:COP), Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Baker Hughes (NYSE:BKR), Bristow Group Inc. (NYSE:VTOL), Helix Energy Solutions Group, Inc. (NYSE:HLX), Chart Industries, Inc. (NASDAQ:GTLS), TechnipFMC plc (NYSE:FTI), National Energy Services Reunited Corp. (NASDAQ:NESR), ChampionX Corp. (NASDAQ:CHX), Exterran Corp. (NYSE:EXTN), Transocean Ltd. (NYSE:RIG), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Noble Holding Corporation PLC (OTCMKTS:NEBLQ), Valaris PLC (OTCMKTS:VALPQ), Pioneer Natural Resources Company (NYSE:PXD), Hess Corporation (NYSE:HES), Apache Corporation (NASDAQ:APA), SilverBow Resources Inc. (NYSE:SBOW), QEP Resources, Inc. (NYSE:QEP), Ring Energy, Inc. (NYSEAMERICAN:REI), EOG Resources, Inc. (NYSE:EOG), Devon Energy Corporation (NYSE:DVN), Evolution Petroleum Corporation, Inc. (NYSEAMERICAN:EPM), Obsidian Energy Ltd. (OTCMKTS:OBELF), W&T Offshore, Inc. (NYSE:WTI), Vaalco Energy Inc (NYSE:EGY)