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. February 22, 2026 OIL Headed Back to $100+, ‘Every Area’ of Energy Set to Soar: Josef Schachter Click to view February 20, 2026 The Outlook for Canadian […]
SER: February 26, 2026 – 4. Appearances Index Read More »
PREVIOUS INDEX NEXT Quarterly reports We begin coverage of Q4/25 results with three companies. Obsidian Energy (OBE-T)Precision Drilling (PD-T)Trican Well Service (TCW-T) For those wanting more knowledge of companies they own, they can get access to webcasts of companies’ conference calls in the investor section of their websites, under their events section. Most companies especially
SER: February 26, 2026 – 5. Quarterly Reports Index Read More »
Q4 2025 Trican Well Service Quarterly report Ticker symbol: TCW-T View TCW-T Company Page Financial Highlights TCW Q4/25 Results & analysis Trican is Canada’s largest pressure pumper (fracker) with a large cementing business and a presence in the coil-tubing area. Revenues in Q4/25 came in at $323M versus $276M in Q4/24, as they integrated the
Black Gold: Q4 2025 – Trican Well Service Read More »
Q4 2025 Precision Drilling Quarterly report Ticker symbol: PD-T View PD-T Company Page Financial Highlights PD Q4/25 Results & analysis PD is a large land driller with activities in the US, Canada and internationally. Its contract-drilling fleet comprises 188 rigs and 145 service rigs. In 2025, revenues totalled $1.84B, down 3.1% from $1.90B in 2024.
Black Gold: Q4 2025 – Precision Drilling Read More »
Q4 2025 Obsidian Energy Quarterly report Ticker symbol: OBE-T View OBE-T Company Page Financial Highlights OBE Q4/25 REsults & analysis Obsidian is an intermediate-sized oil producer with three core areas (Cardium, Viking and Peace River, all in Alberta). In Q4/25, Obsidian saw production of 27,971 boe/d compared to 27,316 boe/d in Q3/25. In early Q2,
Black Gold: Q4 2025 – Obsidian Energy Read More »
PREVIOUS INDEX NEXT Top Picks Now February 20, 2026 ROYALTYCOMPANIESNone This issue DOMESTIC LIQUIDS COMPANIESNONE THIS ISSUE DOMESTIC NATURAL GAS COMPANIESNONE THIS ISSUE INTERNATIONAL E&P COMPANIESNone This Issue ENERGY SERVICE COMPANIESNone This issue There are no ideas at an attractive price at this time. The idea on this list is the best idea and attractive
SER: February 26, 2026 – 6. Top Picks Now Read More »
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 »
