ACTION ALERT PERFORMANCE REVIEW

And Ownership Disclosure

We currently hold only three positions after our SELL program during 1H/21. Of the three positions, one is quite profitable and has been a superb performer recently (Crew Energy) and the other two are currently in loss positions (Gran Tierra Energy and Surge Energy). We expect to add to all three positions on the next BUY signal.

For now we will watch the ongoing decline in the sector and wait for the next S&P Energy Bullish Percent BUY signal to be triggered. When it is triggered we will add back some of the ideas harvested and also add new ideas from the new coverage area of pipelines & infrastructure. We are sitting with cash and defensive positions until it is time to move the funds back into the best ideas when the next low risk BUY signal arrives.

Patience required for now!

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.  We recommend taking advantage of stocks when they are at low risk entry points and are tremendous bargains that should provide great returns if investors own them for the next 4-5 years.

We do not recommend short-term trading due to the unpredictability and volatility of the market. However, when we see key BUY or SELL signals from the S&P Energy Bullish Percent Index we will and have recommended investing or harvesting, depending upon the Index level. The four 2021 SELL signals and the current 2022 SELL signal provide great windows to harvest significant gains.

If one is still over-invested take action as the decline we expect will occur without fanfare and be very painful once underway.

Action Buy List

as of January 7, 2022

INTERIM UPDATE: January 13, 2022 - 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 7, 2022

INTERIM UPDATE: January 13, 2022 - 5. Lists

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 7, 2022

INTERIM UPDATE: January 13, 2022 - 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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