Josef Schachter on Natural Resource Stocks In this co-hosted conversation, Steve Yang and Andy Millette sit down with Josef Schachter, founder and editor of the Schachter Energy Report, to map out what could drive oil and natural gas prices through 2026 and beyond. Josef breaks down why crude lost momentum in 2025, what inventory and […]
Josef on Natural Resource Stocks – December 2025 Read More »
Report Navigation Welcoming Comments 1. Stock Market Update AI Bubble is Bursting. 2. Eye on Energy Index Most Recent Issues This Index. 3. Company Updates Strathcona and High Arctic. 4. Quarterly Reports Review Of Q3/25 Results For Eight Companies. 5. Top Picks Now One Idea Trading At a Very Attractive Valuation. 6. Company Lists Covered
Schachter Energy Report: December 18, 2025 Read More »
PREVIOUS INDEX NEXT Stock Market Overview AI Bubble Is Bursting. We are using this cartoon from the past to show where we are along the range of emotion towards stocks. Currently we are still in the early rational SELL phase, but this should turn to fear at some point as margin calls force required liquidation
SER: December 18, 2025 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Eye on Energy Index Six issues to catch up on Eye on Energy December 17 Extensive Short Selling Of Crude Oil By Hedge & Commodity Funds Could Drive WTI Down To US$52/b. Fear Of A Bust Of US$50/b Could Trigger Our Three Energy Stock BUY Signals In Early 2026. Click to view
SER: December 18, 2025 – 2. Eye on Energy Index Read More »
PREVIOUS INDEX NEXT Company Updates Strathcona payout, High Arctic moved to “Under Review” Strathcona pays out return of capital Strathcona (SCR-T – $42.49)In the coming days will pay a $10 per share return of capital from their profits from MEG and corporate funds. We will lower our cost base on our Action Alert BUY page
SER: December 18, 2025 – 3. Company Updates Read More »
PREVIOUS INDEX NEXT Quarterly reports We continue coverage of Q3/25 results with eight companies. Bonterra Energy (BNE-T) Hemisphere Energy (HME-V) High Arctic Overseas (HOH-V) Meren Energy (MER-T) Questerre Energy (QEC-T) Southern Energy (SOU-V) Touchstone Exploration (TXP-T) Valeura Energy (VLE-T) For those wanting more knowledge of companies they own, they can get access to webcasts of
SER: December 18, 2025 – 4. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now December 10, 2025 ROYALTYCOMPANIESNoneThis issue DOMESTIC LIQUIDS COMPANIESRubellite EnergyRBY-T $2.39 DOMESTIC NATURAL GAS COMPANIESNONETHIS ISSUE INTERNATIONAL E&P COMPANIESNoneThis Issue ENERGY SERVICE COMPANIESNoneThis issue The idea on this list is the best idea and attractive price for the selected company from each group at the present time. The reason we
SER: December 18, 2025 – 5. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of December 10, 2025 *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: December 18, 2025 – 6. 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: December 18, 2025 – 7. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We hold 11 positions and plan to invest our reserves when we get our next BUY signal. SER Ownership Disclosure December 10, 2025 This chart discloses the purchase dates and prices of any stocks on the SER Coverage List that have been purchased or sold by
SER: December 18, 2025 – 8. Ownership Disclosure List Read More »
