Josef Schachter on Howestreet.com As a 40 year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus on the Energy Sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling […]
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Report Navigation Welcoming Comments 1. Energy Market Update WTI Heading Below US$70/b. 2. Quarterly Reports Review Of Q2/24 Results For 7 Companies. 3. Top Picks Now Three Ideas Trading At Attractive Valuations. 4. Company Lists Covered Companies & Valuation Analysis. Company Links. 5. Action Alert Lists Action Alert Performance Reports, & Action Sell Lists. 6.
Schachter Energy Report: August 8, 2024 Read More »
PREVIOUS INDEX NEXT Energy Market Update WTI Heading Below US$70/b. WTI rose last week from a low of US$74.59/b (Chart #1) to close the month at US$77.91/b on concern that the Israeli killing of two Iranian backed terrorist leaders (a Hezbollah leader in Beirut and a Hamas leader in Tehran). The worry was that Iran
SER: August 8, 2024 – 1. Energy Market Update Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers seven companies reporting their Q2/24 results. Precision Drilling (PD-T) Surge Energy (SGY-T) Topaz Energy (TPZ-T) Trican Well Service (TCW-T) Veren (VRN-T) Whitecap Resources (WCP-T) Yangarra Resources (YGR-T) For those wanting more knowledge of companies they own, they can get access to webcasts of companies’ conference calls in
SER: August 8, 2024 – 2. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now july 31, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENone this issue DOMESTIC LIQUIDS COMPANIESBonterra EnergyBNE-T $4.78 DOMESTIC NATURAL GAS COMPANIESRubellite EnergyRBY-T $2.22 INTERNATIONAL E&P COMPANIESSouthernSOU-V $0.165 ENERGY SERVICE COMPANIESNone this Issue As we are cautious on the general stock market currently, we do not have a full slate of TOP
SER: August 8, 2024 – 3. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of July 31, 2024 *Disclosure: Ownership by JIS or immediate family memberNo new positions either Buy or Sell can be undertaken by anyone at SER until 5 days after an Action Alert has been sent out Valuation List Energy & Energy service
SER: August 8, 2024 – 4. Coverage & Valuation Lists Read More »
PREVIOUS INDEX NEXT Performance Review You can always find the most recent Action BUY List under reports. 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. We recommend taking advantage of stocks when they are at low-risk entry points
SER: August 8, 2024 – 5. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 10 positions.We expect to add to all owned positions over time, to BUY other ideas on our current Action BUY List, and to add new positions after we send our new Action Alert BUYs and wait the requisite days. Our expectation is that
SER: August 8, 2024 – 6. Ownership Disclosure List Read More »
Q2 2024 Precision Drilling Quarterly report Ticker symbol: PD-T View PD-T Company Page Financial Highlights PD Q2/24 REsults & analysis PD is a large land driller with activities in the US, Canada and internationally. Its contract drilling fleet has 196 rigs and 173 service rigs. It is gaining profitability as rig contracts are renewed at
Black Gold: Q2 2024 – Precision Drilling Read More »
Q2 2024 Surge Energy Quarterly report Ticker symbol: SGY-T View SGY-T Company Page Financial Highlights SGY Q2/24 REsults & analysis Surge has refocused the company over the last two years towards two core areas which are now 80% of total production (the Sparky – 11,500 boe/d and SE Saskatchewan – 7,600 boe/d). Production in Q2/24
Black Gold: Q2 2024 – Surge Energy Read More »
