PREVIOUS INDEX NEXT Energy Market Update Correction Below US$70/b Expected In The Coming Weeks – Then New BUY Signals. While US government statistics show inflation stabilizing around 3%, most of us see prices for education, food, movies, property taxes going up and up. Our real inflation is more like 8%+. Isn’t it nice when government […]
SER: January 30, 2025 – 1. Energy Market Update Read More »
PREVIOUS INDEX NEXT Insider trading Insiders: Buying and Selling January 16, 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 September 12th. We include all the Canadian companies we cover in this review and have broken down
SER: January 30, 2025 – 2. Insider Trading Read More »
PREVIOUS INDEX NEXT Company Updates Birchcliff Energy (BIR-T) Birchcliff Energy (BIR-T – $6.08 – close January 23rd) Birchcliff announced January 22nd a plan to focus on long-term production growth versus near-term dividends and flat production. We take this as a bullish sign that they see a meaningful natural gas cycle ahead. The stock market concurs.
SER: January 30, 2025 – 3. Company Updates Read More »
PREVIOUS INDEX NEXT Top Picks Now January 23, 2025 PIPELINES, ROYALTIES & INFRASTRUCTUREFreehold RoyalitesFRU-T $12.96 DOMESTIC LIQUIDS COMPANIESStrathcona Resources SCR-T $28.42 DOMESTIC NATURAL GAS COMPANIESYangarra Resources YGR-T $1.04 INTERNATIONAL E&P COMPANIESNONETHIS ISSUE ENERGY SERVICE COMPANIESHigh Arctic OverseasHOH-V $1.38 The ideas on this list are the best ideas and attractive prices for the selected company from
SER: January 30, 2025 – 4. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of January 23, 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: January 30, 2025 – 5. 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: January 30, 2025 – 6. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 11 positions and added materially to our portfolios during the tax selling season rout.For now, we will watch for the expected correction in the sector and wait for the next S&P Energy Bullish Percent BUY signal to be triggered except for companies already
SER: January 30, 2025 – 7. Ownership Disclosure List Read More »
Report Navigation Welcoming Comments 1. Fearless Forecasts Schachter’s Fearless Forecasts 2025. 2. Stock Market Overview Trump’s one ‘Big Beautiful Bill’ – Inflation is rising again – Slow first half for commodities, 2H/25 robust price moves – Many Energy Stocks Could Lift >50% in 2025 3. Company Updates Paramount Resources (POU-T). STEP Energy Services (STEP-T). 4.
Schachter Energy Report: January 16, 2025 Read More »
PREVIOUS INDEX NEXT Fearless Forecasts Overall Stock Market & Energy Outlook For 2025. 1. Commodity Correction Ends The commodity super cycle correction will end during Q1/25 and start its next significant up move. We see this cycle lasting into the end of this decade but there will be other corrections along the way. 2. 2/3
SER: January 16, 2025 – 1. Fearless Forecasts Read More »
PREVIOUS INDEX NEXT Stock Market Overview Overall Market Outlook For 2025. There are many issues to cover to get a grasp of the challenges the market will face this year; Trump’s Tariff threats, the US border and immigration policy changes (start with deportations of criminals), deficit reduction, DOGE, ending the war in Ukraine, freeing the
SER: January 16, 2025 – 2. Stock Market Overview Read More »
