ACTION ALERT PERFORMANCE REVIEW

And Ownership Disclosure

Use upcoming market weakness to increase your investment weighting. We plan to add a few more names to our Action Alert BUY List during this decline. Personally, we expect to add additionally to the company positions we now own lowering our average cost and we may add a few new names if the bargains develop as we foresee. Of course, on new buys, we will wait the hold period so that our subscribers have five days prior notice. Watch for upcoming Action Alerts.

You can always find the most recent Action BUY List under REPORTS > Action Alert Lists.  (View Action Alert Policies.)

REMINDER: We are long-term value investors and our intent is on helping individual investors create the best possible energy portfolios now while conditions are volatile and stocks are tremendous bargains that will likely provide superb returns if investors hold them for the next 3 – 5 years. We do not recommend a short-term trading approach due the unpredictability and volatility of the market.

Action Buy List

as of January 17, 2020

SCHACHTER ENERGY REPORT: January 22, 2020 - 5. Lists

This Chart shows the conditions when the Action Alert was issued compared to the current date and the percentage of Change since the Action Alert was issued.

Action Sell List

as of January 17, 2020

When Action Sell IssuedWhen Purchased% Change Since April 20, 2018
COMPANY NAMESYMBOLDATEALERT SELL PRICES&P/TSX INDEXDATEALERT BUY PRICES&P/TSX INDEXSTOCK PRICES&P/TSX INDEX
GAINS HARVESTED
Aveda Transportation
AVE-V04/17/18$0.9519012/22/17$0.45189111%0.5%
SDX Energy
SDX-V05/17/19$0.4315212/22/17$0.94189-54%-20%
Trinidad Drilling
TDG-T11/27/18$1.6815112/13/17$1.4718614%-18.8%
LOSSES TRIGGERED

This Chart shows the conditions when the Action Sell Alert was issued compared to the Action Buy Dates, and the percentage of Change since the Alert was issued.

SER Ownership Disclosure

as of January 17, 2020

SCHACHTER ENERGY REPORT: January 22, 2020 - 5. Lists

This chart discloses the purchase dates and prices of any stocks on the SER Coverage List that have been purchased or sold by Josef Schachter or his immediate family members.

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