Report Navigation Welcoming Comments 1. Stock Market Update Excessive risk taking! Harvest Gains and Build Cash Reserves. 2. Energy Market Update Near-term decline should be based on adequate supplies. 3. Eye on Energy Index Make sure you don’t miss recent issues in this index. 4. Insider Trading July 2025. 5. Top Picks Now Four Ideas […]
Schachter Energy Report: July 31, 2025 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Excessive Risk Taking! Harvest Gains and Build cash Reserves. The current risk on investment scene is reminiscent of the Dot-Com bubble and other speculative bubbles that once the last of the cash has been committed (including adding leverage) just before the bubble burst. We are near that time again.
SER: July 31, 2025 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Energy Market Update Near-term decline should be based on adequate supplies. With the Israeli/Iran war now behind us, crude prices have retreated materially (Chart #3). From the June high of US$78.40/b, WTI has declined to US$65.07/b as at the close last Friday. A breach of US$64.00/b would set up the test and
SER: July 31, 2025 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT Eye on Energy Index Important Update Regarding Eye on Energy We have been publishing the weekly Eye on Energy as an extension of the Schachter Energy Report (SER) to enhance both the scope and timeliness of our Market and Energy Overviews. We’re pleased to share that it has been very well received.
SER: July 31, 2025 – 3. Eye on Energy Index Read More »
PREVIOUS INDEX NEXT Insider trading Insiders: Buying and Selling July 18, 2025 We thought it was again time to see what management and insiders were doing with their investments in their company stock since our last review on January 16th. We include all the Canadian companies we cover in this review and have broken down
SER: July 31, 2025 – 4. Insider Trading Read More »
PREVIOUS INDEX NEXT Top Picks Now July 25, 2025 PIPELINES, ROYALTIES & INFRASTRUCTUREPembina PipelinePPL-T $50.60 DOMESTIC LIQUIDS COMPANIESNoneThis issue DOMESTIC NATURAL GAS COMPANIESYangarra ResourcesYGR-T $1.06 INTERNATIONAL E&P COMPANIESValeura EnergyVLE-T $7.00 ENERGY SERVICE COMPANIESNoneThis issue The ideas on this list are the best ideas and attractive prices for the selected company from each group at the
SER: July 31, 2025 – 5. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of July 25, 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: July 31, 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: July 31, 2025 – 7. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 11 positions and plan to move invest our reserves when we get our next BUY signal. SER Ownership Disclosure July 25, 2025 This chart discloses the purchase dates and prices of any stocks on the SER Coverage List that have been purchased or
SER: July 31, 2025 – 8. Ownership Disclosure List Read More »
Report Navigation Welcoming Comments 1. Energy Market Update US Inventories Rising – Downside Risk For Crude Increasing. 2. Eye on Energy Index Make sure you don’t miss recent issues in this index. 3. Company Updates Touchstone Exploration (TXP-T) and Trican Well Service (TCW-T). 4. Top Picks Now Four Ideas Trading At Very Attractive Valuations. 5.
Schachter Energy Report: July 17, 2025 Read More »
