Report Navigation Welcoming Comments 1. Stock market Overview Parabolic Move In AI Stocks Continues For Now. 2. Energy Market Update Another Low-Risk Energy BUY Signal Imminent. 3. Quarterly Reports Review of Seven Companies’ Q4/23 Results. 4. Company Lists Covered Companies & Valuation Analysis. Company Links. 5. Action Alert Lists Action Alert Performance Reports, & Action […]
Schachter Energy Report: February 29, 2024 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Parabolic Move In AI Stocks Continues For Now. The stock market focus on the Magnificent Seven (M7) has taken these stocks up to the highest percent weight for the S&P500 at over 30%. This is the highest concentration ever! Another way to look at this excess is that the
SER: February 29, 2024 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Energy Market Update Another Low-Risk Energy BUY Signal Imminent. Our bullish thesis for WTI crude oil with a price rise to US$90/b during summer 2024 and exceeding US$100/b in late 2024 was discussed in prior SER issues.An update on crude oil shows it trading on Thursday February 22nd at US$78.61/b (Chart #8).
SER: February 29, 2024 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers seven companies reporting their Q4/23 results. Enbridge (ENB-T) Gran Tierra Energy (GTE-T) Keyera (KEY-T) Precision Drilling (PD-T) TC Energy (TRP-T) Trican Well Service (TCW-T) Whitecap Resources (WCP-T) For those wanting more knowledge of companies they own, they can get access to webcasts of companies’ conference calls in
SER: February 29, 2024 – 3. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of February 22, 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: February 29, 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: February 29, 2024 – 5. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We currently hold nine positions and continue to add to positions when they are bargains. In late January we added to Birchcliff Energy, Surge Energy and Touchstone Exploration when we felt they were very cheap.Of the nine positions we hold, Crew Energy has been the best
SER: February 29, 2024 – 6. Ownership Disclosure List Read More »
Q4 2023 Enbridge Quarterly report Ticker symbol: ENB-T View ENB-T Company Page Financial Highlights ENB Q4/23 REsults & analysis Enbridge moves around 30% of the crude oil produced in North America (>3.0 Mb/d) and nearly 20% of natural gas consumed in the US. The company has a market cap of $99B. Enbridge sees itself as
Black Gold: Q4 2023 – Enbridge Read More »
Q4 2023 Gran Tierra Energy Quarterly report Ticker symbol: GTE-T View GTE-T Company Page Financial Highlights GTE Q4/23 REsults & analysis Gran Tierra works in Colombia and Ecuador with a focus on oil production. Production in Q4/23 came in at 31,309 b/d down 4% from 32,595 b/d in Q4/22. Average production for 2023 came in
Black Gold: Q4 2023 – Gran Tierra Energy Read More »
Q4 2023 Keyera Quarterly report Ticker symbol: KEY-T View KEY-T Company Page Financial Highlights KEY Q4/23 REsults & analysis Keyera processes, transports and markets natural gas and liquids across Alberta. It has three business lines: Gathering and Processing, Liquids Infrastructure and a Marketing operation. Overall revenues in 2023 were $7.1B, flat with the prior year
Black Gold: Q4 2023 – Keyera Read More »
