Sector
Everything our editor has picked under this sector, best first.
160 stories
@MananaInvesting @AKWilk I'd love for you to lay out the math. Only expensive if you don't understand where Blackrod takes the company (or think it's a dud). It's cheaper than the financially engineered hodgepodge of assets Adam has assembled. $GFR obviously a magnet to value bois/generalists.
Petrobras trades at a 40–56% discount to peers despite sector-leading margins, with higher oil prices improving free cash flow ahead of…
Multiplo Invest 1 click
Tsakos Energy Navigation benefits from higher oil prices and stronger tanker sentiment, but faces long-term demand destruction and…
Long Player 
GeoPark’s Bare Block acquisition targets $1.2 billion of 2030 EBITDA, but 42.1 million to 47.6 million new shares and Gilinski control…
Williams Companies faces a revoked Northeast pipeline permit while pursuing growth through Momentum Midstream, Gulf export access and…
Long Player 
Kosmos Energy (KOS) is pitched as an oil stock poised to outperform if oil stays above $70-$80, supported by a claimed 2 billion-barrel…
DHT Holdings' low-leverage VLCC fleet has paid 66 consecutive dividends, with charter income covering forecast costs and spot earnings…
Arizona Equity Research $VLO $MPC monster moves, and crack spreads continue to blow out, foreign fight for distillate capacity etc....but the cure for prices is always high prices. Seems like we might be nearing the top for the refiners
At one time my largest position was short $KOLD calls. Considering rebuilding this position. KOLD is the 2x natgas bear ETF. https://t.co/gEVYK0445e
Equinor’s H1 2026 net income doubled to $7.94 billion as European gas prices rose, but EU energy-crisis measures could curb profitability.
Zoltan Ban 4 clicksThat's a pretty big sale in $VAL. I still own/like. https://t.co/DoHOmmsAtD
Expand Energy’s hedge book and Twin Eagle acquisition support free cash flow through weak gas prices, while LNG export growth could lift…
Elliott Gue 4 clicks$GPRK GeoPark breaking out after news it is expanding into Venezuela. Sin of omission for me: I sold my position in 2025 and never re-entered. https://t.co/aR4XtkYvHX
Chevron committed $7 billion to expand Venezuelan output as record U.S. production and elevated oil prices lifted Q2 earnings.
Bay Area Ideas 3 clicks
US crude oil output fell from an adjusted 14.317 million b/d in April to roughly 13.5 million b/d in May and June, signaling a shale…
Chevron plans a Venezuelan JV expansion exceeding $7 billion to target 600,000 bpd at sub-$20-per-barrel costs, following Q2 adjusted EPS…
Mike Zaccardi, CFA, CMT 
Tidewater CEO Quintin Kneen’s 2024 stock trades and board activity follow GulfMark’s bankruptcy, Tidewater’s merger and TDW’s 485%…
Okeanis Eco Tankers reported $5.90 Q2 EPS as strong tanker rates lifted profits, while markets price a post-2026 earnings decline despite…
Investor Overview 
Tidewater’s 200-vessel offshore fleet trades at 40% of replacement cost as the global orderbook sits at 4% of supply, versus 34% last cycle.
DMLP 2026-08-30 Dorchester Minerals reported $56.08 million of Q2 revenue and $0.62 EPS, pairing debt-free oil-and-gas royalties with a Williston Basin…
IWA Research 2 clicks
Colombia and Venezuela are opening oil sectors to outside producers, as Venezuela offers producing blocks and Ecopetrol seeks capital for…
Based on today's $GPRE trading it looks like someone has leaked and is illegally trading imminent government action on SRE's that is likely not the worst case scenario. I'd expect $ALTO to rally (and $GPRE to rally more) once the news is actually public for everyone to know...
Seadrill's board abruptly fired CEO Simon Johnson after its recovery, while insiders have never bought shares and executives sold stock…
KMI 2026-08-26 Kinder Morgan raised 2026 guidance after record Q2 results, supported by a $9.6 billion backlog and growing U.S.
Steven Fiorillo 1 click
