Oil and Gas

February 16, 2023

Buy ($175)

Companies covered: Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Baker Hughes (NYSE:BKR), 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), Transocean Ltd. (NYSE:RIG), Noble Corporation (NYSE:NE), Valaris PLC (OTCMKTS:VALPQ), TechnipFMC plc (NYSE:FTI), Oceaneering International, Inc. (NYSE:OII), Dril-Quip, Inc. (NYSE:DRQ), ChampionX Corp. (NASDAQ:CHX), Exxon Mobil Corporation (NYSE:XOM), Chevron Corporation (NYSE:CVX), Shell PLC (NYSE:SHEL), BP p.l.c. (NYSE:BP), ConocoPhillips (NYSE:COP), EOG Resources, Inc. (NYSE:EOG), Pioneer Natural Resources Company (NYSE:PXD), Valero Energy Corporation (NYSE:VLO), Marathon Petroleum Corporation (NYSE:MPC), Phillips 66 (NYSE:PSX), Canadian Natural Resources Limited (NYSE:CNQ), TotalEnergies SE (NYSE:TTE), Apache Corporation (NASDAQ:APA), Geopark Ltd (NYSE:GPRK), PetroTal Corp. (OTCMKTS:PTALF), Arrow Exploration Corp. (OTCMKTS:CSTPF), Calima Energy Ltd. (OTCMKTS:CLMEF), Panoro Energy ASA (OTCMKTS:PESAF), Pharos Energy PLC (OTCMKTS:SOCLF), Vaalco Energy Inc (NYSE:EGY), Tethys Oil AB (OTCMKTS:TTHYF), Valeura Energy Inc. (OTCMKTS:PNWRF), Chariot Ltd. (OTCMKTS:OIGLF), Longboat Energy PLC (LON:LBE), Hartshead Resources NL (OTCMKTS:PGNYF), Zephyr Energy PLC (OTCMKTS:ZPHRF), Southern Energy Corp. (OTCMKTS:SOUTF), ADX Energy Limited (OTCMKTS:ADXRF), Tullow Oil ADR (OTCMKTS:TUWOY), Diamondback Energy, Inc. (NASDAQ:FANG), Hess Corporation (NYSE:HES), Enterprise Products Partners L.P. (NYSE:EPD), Ring Energy, Inc. (NYSEAMERICAN:REI), Northern Oil and Gas, Inc. (NYSE:NOG), Matador Resources Company (NYSE:MTDR), Opal Fuels Inc. (NASDAQ:OPAL)

Gold, Precious Metals and Mining

November 29, 2022

Buy ($175)

Companies covered: Agnico Eagle Mines Limited (NYSE:AEM), K92 Mining Inc. (OTCMKTS:KNTNF), Freeport-McMoran, Inc. (NYSE:FCX), Cameco Corporation (NYSE:CCJ), Newmont Corporation (NYSE:NEM), NexGen Energy Ltd. (NYSE:NXE), Solitario Zinc Corp. (NYSEAMERICAN:XPL), Westwater Resources, Inc. (NYSEAMERICAN:WWR)

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)