Peter Lukacs Research

@UC3T0Vo-UR1kZtYes2mdZSoQ - 4.2K subscribers

Follow me on X: @Peter_Lukacs_R Follow on Instagram: peter_lukacs_research This channel is all about long-term value investing, and macro. Learn how to find undervalued stocks, build wealth with Buffett-style principles, and understand how global markets and economic trends impact your portfolio. Subscribe for stock analysis, value investing tips, and market insights every investor can use.

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Vår Energi Q1 2026 Update: Solid Results, As Expected

Vår Energi Q1 2026 Update: Solid Results, As Expected Peter Lukacs Research

456 views - 3 hours ago

Obsidian Energy 2026 Outlook: From Collapse to Comeback

Obsidian Energy 2026 Outlook: From Collapse to Comeback Peter Lukacs Research

357 views - 1 day ago

Brava Energia SA 2026 Outlook: The Cheapest Oil Stock in the World?

Brava Energia SA 2026 Outlook: The Cheapest Oil Stock in the World? Peter Lukacs Research

640 views - 2 days ago

GeoPark 2026 Outlook: Latin America Oil Stock – Colombia Legacy, Argentina Growth

GeoPark 2026 Outlook: Latin America Oil Stock – Colombia Legacy, Argentina Growth Peter Lukacs Research

699 views - 3 days ago

PRIO S.A. 2026 Outlook: Brazil Offshore Oil – The Private Petrobras?

PRIO S.A. 2026 Outlook: Brazil Offshore Oil – The Private Petrobras? Peter Lukacs Research

1.1K views - 4 days ago

PetroTal 2026 Outlook: 28% FCF Yield, 150% Upside – Too Good to Be True?

PetroTal 2026 Outlook: 28% FCF Yield, 150% Upside – Too Good to Be True? Peter Lukacs Research

1.7K views - 5 days ago

Parex Resources 2026 Outlook: Colombia Oil, Fortress Balance Sheet, Massive Buybacks

Parex Resources 2026 Outlook: Colombia Oil, Fortress Balance Sheet, Massive Buybacks Peter Lukacs Research

831 views - 6 days ago

Canadian Oil & Gas Stocks (2026 Outlook) – Part 3

Canadian Oil & Gas Stocks (2026 Outlook) – Part 3 Peter Lukacs Research

1.8K views - 1 week ago

Mosaic 2026 Outlook: Is This the Cheapest Fertilizer Stock in North America?

Mosaic 2026 Outlook: Is This the Cheapest Fertilizer Stock in North America? Peter Lukacs Research

1.2K views - 1 week ago

Archer Daniels Midland 2026 Outlook: Too Expensive?

Archer Daniels Midland 2026 Outlook: Too Expensive? Peter Lukacs Research

655 views - 1 week ago

Vermilion Energy 2026 Outlook: TTF Pricing, But Inventory Raises Questions

Vermilion Energy 2026 Outlook: TTF Pricing, But Inventory Raises Questions Peter Lukacs Research

652 views - 1 week ago

ArcelorMittal SA 2026 Outlook: Is The Steel Cycle Turning?

ArcelorMittal SA 2026 Outlook: Is The Steel Cycle Turning? Peter Lukacs Research

482 views - 1 week ago

Chord Energy 2026 Outlook: From Bankruptcy to Buyback Machine

Chord Energy 2026 Outlook: From Bankruptcy to Buyback Machine Peter Lukacs Research

563 views - 1 week ago

Topaz Energy 2026 Outlook: Why This Royalty Model Is So Powerful

Topaz Energy 2026 Outlook: Why This Royalty Model Is So Powerful Peter Lukacs Research

862 views - 1 week ago

Surge Energy 2026 Outlook: A Comeback Story?

Surge Energy 2026 Outlook: A Comeback Story? Peter Lukacs Research

2K views - 1 week ago

Tenaz Energy 2026 Outlook: ~20% Insider Ownership, Canadian Company, ~90% EU Gas Pricing

Tenaz Energy 2026 Outlook: ~20% Insider Ownership, Canadian Company, ~90% EU Gas Pricing Peter Lukacs Research

929 views - 2 weeks ago

Halliburton 2026 Outlook: Positioned for the Next Oil Capex Cycle?

Halliburton 2026 Outlook: Positioned for the Next Oil Capex Cycle? Peter Lukacs Research

576 views - 2 weeks ago

Meren Energy 2026 Outlook: 100% Upside, but Is It Worth The Risk?

Meren Energy 2026 Outlook: 100% Upside, but Is It Worth The Risk? Peter Lukacs Research

2K views - 2 weeks ago

North American Midstream Stocks (2026 Outlook)

North American Midstream Stocks (2026 Outlook) Peter Lukacs Research

949 views - 2 weeks ago

MPLX LP 2026 Outlook: 8% Dividend + 65% Marathon Petroleum Ownership

MPLX LP 2026 Outlook: 8% Dividend + 65% Marathon Petroleum Ownership Peter Lukacs Research

669 views - 2 weeks ago

Enterprise Products Partners 2026 Outlook: 6% Dividend + 33% Insider Ownership

Enterprise Products Partners 2026 Outlook: 6% Dividend + 33% Insider Ownership Peter Lukacs Research

486 views - 2 weeks ago

Energy Transfer 2026 Outlook: 7% Dividend + 10% Insider Ownership

Energy Transfer 2026 Outlook: 7% Dividend + 10% Insider Ownership Peter Lukacs Research

791 views - 3 weeks ago

Cardinal Energy 2026 Outlook: 25% Insider Ownership & ~6.5% Dividend — Is It a Buy?

Cardinal Energy 2026 Outlook: 25% Insider Ownership & ~6.5% Dividend — Is It a Buy? Peter Lukacs Research

1.4K views - 3 weeks ago

Pembina 2026 Outlook: A 5% Dividend You Can Retire On

Pembina 2026 Outlook: A 5% Dividend You Can Retire On Peter Lukacs Research

909 views - 3 weeks ago

Enbridge 2026 Outlook: 5% Dividend, But Some Concerns

Enbridge 2026 Outlook: 5% Dividend, But Some Concerns Peter Lukacs Research

844 views - 3 weeks ago

Aker Solutions 2026 Outlook: 8% Dividend Yield & Oil Capex Boom Play

Aker Solutions 2026 Outlook: 8% Dividend Yield & Oil Capex Boom Play Peter Lukacs Research

1.2K views - 3 weeks ago

Ovintiv 2026 Outlook: 87% Upside + 50-100% Payout

Ovintiv 2026 Outlook: 87% Upside + 50-100% Payout Peter Lukacs Research

1.2K views - 3 weeks ago

Harbour Energy 2026 Outlook: Too Cheap to Ignore

Harbour Energy 2026 Outlook: Too Cheap to Ignore Peter Lukacs Research

1.9K views - 3 weeks ago

Nutrien 2026 Outlook: Iran War Drives Fertilizer Shock

Nutrien 2026 Outlook: Iran War Drives Fertilizer Shock Peter Lukacs Research

1.3K views - 4 weeks ago

Thungela Resources 2026 Outlook | No Debt + High Dividends + 200% Upside

Thungela Resources 2026 Outlook | No Debt + High Dividends + 200% Upside Peter Lukacs Research

1.3K views - 4 weeks ago

Coal Stocks 2026 Outlook: King Coal to Win the Energy Shock?

Coal Stocks 2026 Outlook: King Coal to Win the Energy Shock? Peter Lukacs Research

1.8K views - 4 weeks ago

Gold Stocks 2026 Outlook: Is the Debasement Trade Real?

Gold Stocks 2026 Outlook: Is the Debasement Trade Real? Peter Lukacs Research

1.3K views - 1 month ago

Top 4 Canadian Gas Stocks: 2026 Outlook

Top 4 Canadian Gas Stocks: 2026 Outlook Peter Lukacs Research

2.4K views - 1 month ago

Yancoal 2026 Outlook: Up 65% YTD… Still Cheap?

Yancoal 2026 Outlook: Up 65% YTD… Still Cheap? Peter Lukacs Research

711 views - 1 month ago

Whitehaven Coal 2026 Outlook: Is This a Bargain?

Whitehaven Coal 2026 Outlook: Is This a Bargain? Peter Lukacs Research

678 views - 1 month ago

Woodside 2025 Results & Outlook: Australia’s LNG Story?

Woodside 2025 Results & Outlook: Australia’s LNG Story? Peter Lukacs Research

564 views - 1 month ago

Canadian Oil & Gas Stocks (2026 Outlook) – Part 2

Canadian Oil & Gas Stocks (2026 Outlook) – Part 2 Peter Lukacs Research

1.3K views - 1 month ago

Birchcliff 2025 Results & Outlook: The LNG Canada Trade

Birchcliff 2025 Results & Outlook: The LNG Canada Trade Peter Lukacs Research

815 views - 1 month ago

Strathcona 2025 Results & Outlook: 50 Years of Oil, 10% CAGR

Strathcona 2025 Results & Outlook: 50 Years of Oil, 10% CAGR Peter Lukacs Research

1K views - 1 month ago

Peyto 2025 Results: Growth Ahead & Solid Dividend — Waiting for Buybacks

Peyto 2025 Results: Growth Ahead & Solid Dividend — Waiting for Buybacks Peter Lukacs Research

1.2K views - 1 month ago

Latin American Oil & Gas Stocks (2026 Outlook) - Part 1

Latin American Oil & Gas Stocks (2026 Outlook) - Part 1 Peter Lukacs Research

998 views - 1 month ago

Vista Energy 2025 Results: Explosive Growth But Priced In?

Vista Energy 2025 Results: Explosive Growth But Priced In? Peter Lukacs Research

472 views - 1 month ago

Philip Morris 2025 Results: A Wonderful Business… At the Wrong Price?

Philip Morris 2025 Results: A Wonderful Business… At the Wrong Price? Peter Lukacs Research

523 views - 1 month ago

Japan Tobacco 2025 Results: Great Business… But Too Expensive?

Japan Tobacco 2025 Results: Great Business… But Too Expensive? Peter Lukacs Research

495 views - 1 month ago

Ecopetrol 2025 Results: Can Higher Oil Prices Fix the Balance Sheet?

Ecopetrol 2025 Results: Can Higher Oil Prices Fix the Balance Sheet? Peter Lukacs Research

914 views - 1 month ago

Athabasca Oil 2025 Results: Low Debt and Aggressive Buybacks

Athabasca Oil 2025 Results: Low Debt and Aggressive Buybacks Peter Lukacs Research

1.5K views - 1 month ago

Petrobras 2025 Results: This Is Why It’s My Largest Holding

Petrobras 2025 Results: This Is Why It’s My Largest Holding Peter Lukacs Research

2.8K views - 1 month ago

Canadian Natural (CNQ) 2025 Results: The Ultimate Canadian Oil Stock?

Canadian Natural (CNQ) 2025 Results: The Ultimate Canadian Oil Stock? Peter Lukacs Research

2.6K views - 1 month ago

Tourmaline 25FY: Canada’s Largest Gas Producer with Growth Ahead

Tourmaline 25FY: Canada’s Largest Gas Producer with Growth Ahead Peter Lukacs Research

1.8K views - 1 month ago

U.S. Oil & Gas Stocks (2026 Outlook) – Part 1

U.S. Oil & Gas Stocks (2026 Outlook) – Part 1 Peter Lukacs Research

918 views - 1 month ago

Vopak 2025 Results – Oil&Gas Storage, Dividends & Growth

Vopak 2025 Results – Oil&Gas Storage, Dividends & Growth Peter Lukacs Research

568 views - 1 month ago

Repsol SA 2026 Outlook: Profiting From Middle East Tensions?

Repsol SA 2026 Outlook: Profiting From Middle East Tensions? Peter Lukacs Research

433 views - 1 month ago

European Oil & Gas Stocks (2026 Outlook) – Part 1

European Oil & Gas Stocks (2026 Outlook) – Part 1 Peter Lukacs Research

1.8K views - 1 month ago

Canadian Oil & Gas Stocks (2026 Outlook) – Part 1

Canadian Oil & Gas Stocks (2026 Outlook) – Part 1 Peter Lukacs Research

2.9K views - 1 month ago

Tamarack Valley 2025FY Results: Built to Explode if Oil Rallies

Tamarack Valley 2025FY Results: Built to Explode if Oil Rallies Peter Lukacs Research

1.4K views - 1 month ago

Eni S.p.A. 25FY: I Underestimated This European Oil Major

Eni S.p.A. 25FY: I Underestimated This European Oil Major Peter Lukacs Research

779 views - 1 month ago

Rio Tinto FY25: Copper Profits Surge — But Is the Stock a Buy?

Rio Tinto FY25: Copper Profits Surge — But Is the Stock a Buy? Peter Lukacs Research

934 views - 1 month ago

VALE SA: Up 77% YoY — Is Copper the Real Story Now?

VALE SA: Up 77% YoY — Is Copper the Real Story Now? Peter Lukacs Research

1K views - 1 month ago

Whitecap Resources FY25: Strong Results, 5%+ Dividend & Upside

Whitecap Resources FY25: Strong Results, 5%+ Dividend & Upside Peter Lukacs Research

4.3K views - 1 month ago

ORLEN S.A. 25FY: Profit Up 4× as Poland’s Energy Champion Delivers

ORLEN S.A. 25FY: Profit Up 4× as Poland’s Energy Champion Delivers Peter Lukacs Research

522 views - 1 month ago