PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of February 20, 2026 *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 26, 2026 – 7. 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 26, 2026 – 8. 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 February 20, 2026 This chart discloses the purchase dates and prices of any stocks on the SER Coverage List that have been purchased or sold by […]
SER: February 26, 2026 – 9. Ownership Disclosure List Read More »
Josef Schachter on Commodity Culture Josef Schachter believes that current prices in the energy sector are presenting a massive opportunity for contrarians who can see the writing on the wall: oil and gas demand are rising, not falling, and supply is become severely constrained, leading to setup that Josef thinks will ultimately bring us back
Josef on Commodity Culture – February 22 Read More »
Josef Schachter on Oil Ground Up In this conversation, Josef Schachter discusses the current state of the oil market, emphasizing the ongoing energy super cycle and the challenges faced by both US and Canadian oil production. He highlights the limitations of OPEC in increasing production and the implications for global oil prices. Schachter also addresses
Josef on Oil Ground Up – February 20 Read More »
Report Navigation Welcoming Comments 1. Stock Market Update Geopolitical Gyrations Cause Concern. 2. Energy Market Update Short Term Turbulence Expected. 3. Eye on Energy Index Most Recent Issues in This Index. 4. Appearances Index Most Recent Media Appearances in This Index. 5. Top Picks Now One Idea Trading At A Very Attractive Valuation. 6. Company […]
Schachter Energy Report: February 12 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Geopolitical Gyrations Cause Concern. We remain concerned that the overvalued tech sector is rolling over and a meaningful correction may commence shortly that will drag down most stocks. It has been a long topping process but there are clear cracks in the market. Oracle: The company is planning to […]
SER: February 12, 2026 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Energy Market Update Short Term Turbulence Expected. Crude oil in 2025 peaked at US$79.39/b at the beginning of the year and it became clear that demand was waning and inventories were building. We sent out reports calling for WTI prices to retreat below US$60/b and for investors to build up cash and […]
SER: February 12, 2026 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT Eye on Energy Index Six issues to catch up on Eye on Energy February 11 IRAN’S NEGOTIATING INTRANSIGENCE LIKELY TO LEAD TO US SURGICAL STRIKE AGAINST IT’S IRGC. Click to view Eye on Energy February 4 Grand Ayatollah Khamenei And His Despotic Followers Are Facing A ‘Death Wish’! Click to view Eye […]
SER: February 12, 2026 – 3. Eye on Energy Index Read More »
PREVIOUS INDEX NEXT Appearances Index Josef is often seen commentating on podcasts, BNN, or at live events.Browse the Archive Here or check out the most recent appearances below. January 16, 2026 Supply Constraints Could Drive a Long-Lasting Energy Supercycle Download Wall Street Transcript PDF February 6, 2026 World Outlook Financial Conference 2026: Why We See […]
SER: February 12, 2026 – 4. Appearances Index Read More »
