BridgeWise Mid Cap Allocations @MidCapDiverse: "@MidCapDiverse - Energy in Focus With..."

Smart Portfolio

@MidCapDiverse - Energy in Focus With much of the world in the heart of the winter months, it’s worth considering energy companies during this time, as this period can bring high demand in parts of the world with significant heating requirements. Our portfolio features a number of energy companies. Let’s take a quick look at them and their outlooks: $CNX (CNX Resources Corp) This Appalachian-focused natural gas and midstream company has robust profitability and strong cash generation that empower strategic debt management and shareholder returns. CNX boasts a top-tier net income margin of 44.83% for Q3 2025, and its operational efficiency shines in a volatile energy market. $DK (Delek US Holdings Inc) The refining and logistics firm has seen a surge in profitability, with Q3 2025 net income up 267.29% quarter-over-quarter, and has a very strong balance sheet and income statement performance. The company’s return on total capital of 21.38% signals exceptional asset utilization. $CLMT (Calumet Inc) Specializing in specialty branded products and renewable fuels, the company highlights include a very strong income and cash flow. A net income margin of 29.07% underscores its operational leverage. $CVI The company operates across petroleum refining, renewables, and nitrogen fertilizer. It features very strong financials and efficient capital deployment. CVR’s return on total capital is an impressive 46.58%. $DINO (HF Sinclair Corp.) A diversified energy company, active in refining, renewables, and specialty lubricants, it’s making headlines with a 93.75% quarter-over-quarter leap in net income for Q3 2025. It has a net income margin of 5.56%, reflecting strong earnings growth and capital efficiency. ✨ The @MidCapDiverse Smart Portfolio is designed to capture these opportunities—using AI-driven fundamentals and disciplined diversification to navigate the U.S. mid-cap space.