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SER: January 30, 2025 – 4. Top Picks Now

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 […]

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SER: January 30, 2025 – 5. Coverage & Valuation Lists

Coverage & Valuation Lists, SER

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

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SER: January 30, 2025 – 6. Action Alert Lists

Action Alert Lists, SER

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

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SER: January 30, 2025 – 7. Ownership Disclosure List

Disclosure List, SER

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

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Schachter Energy Report: January 16, 2025

Index, SER

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.

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SER: January 16, 2025 – 1. Fearless Forecasts

Fearless Forecasts, SER

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

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SER: January 16, 2025 – 2. Stock Market Overview

SER, Stock Market Update

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

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SER: January 16, 2025 – 3. Company Updates

Company Updates, POU, SER, STEP

PREVIOUS INDEX NEXT Company Updates Paramount Resources and STEP Energy. Sale of Assets Paramount Resources (POU-T) Paramount announced the sale of a large portion of its Montney liquids natural gas reserves and production to Ovintiv for $3.325B on November 14th.They announced on December 18th that they would pay a $12.00 per share return of capital

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SER: January 16, 2025 – 4. Top Picks Now

BNE, FRU, SER, Top Picks, TXP

PREVIOUS INDEX NEXT Top Picks Now January 9, 2025 PIPELINES, ROYALTIES & INFRASTRUCTUREFreehold RoyalitesFRU-T $13.38 DOMESTIC LIQUIDS COMPANIESBonterra Energy BNE-T $3.89 DOMESTIC NATURAL GAS COMPANIESNONETHIS ISSUE INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.455 ENERGY SERVICE COMPANIESNONETHIS ISSUE The ideas on this list are the best ideas and attractive prices for the selected company from each group at

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SER: January 16, 2025 – 5. Coverage & Valuation Lists

Coverage & Valuation Lists, SER

PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of January 9, 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

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