PREVIOUS INDEX NEXT Stock Market Overview Parabolic Move In AI Stocks Continues For Now. We have shown you regularly how the AI mania has driven these stocks to parabolic levels that now seem to have stalled out and look heavy to me. One more valuation measure to be looked at is the price-to-sales ratio. The […]
SER: March 14, 2024 – 1. Market & Energy Update Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers twelve companies reporting their Q4/23 results. CES Energy Services (CEU-T) Crescent Point Energy (CPG-T) Ensign Energy Services (ESI-T) NuVista Energy (NVA-T) Obsidian Energy (OBE-T) Paramount Resources (POU-T) Pembina Pipeline (PPL-T) Pine Cliff Energy (PNE-T) Surge Energy (SGY-T) Topaz Energy (TPZ-T) Vermilion Energy (VET-T) Yangarra Resources (YGR-T) For
SER: March 14, 2024 – 2. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now March 8, 2024 As we are cautious on the general stock market currently, we do not have a full slate of TOP PICKS NOW – BUY ideas. If we get the correction that we foresee then we should have a full list covering the five group areas in the
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PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of March 7, 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: March 14, 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: March 14, 2024 – 5. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We currently hold nine positions.Of the positions we hold personally, Crew Energy is quite profitable and has been a superb performer.We expect to add to all owned positions over time, to BUY other ideas on our current Action BUY List, and to add new positions after
SER: March 14, 2024 – 6. Ownership Disclosure List Read More »
Q4 2023 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q4/23 REsults & analysis CES Energy Solutions is an energy service company with operations in Canada and the US that provides technically-advanced chemical solutions used throughout the life-cycle of the oilfield in North America. In their drilling fluids
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Q4 2023 Crescent Point Energy Quarterly report Ticker symbol: CPG-T View CPG-T Company Page Financial Highlights CPG Q4/23 REsults & analysis Crescent Point is continuing its acquisitions and divestitures and is moving to have most of its operations in the Montney and Duvernay areas (>72%). They have made two major acquisitions in this enlarged core
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Q4 2023 Ensign Energy Services Quarterly report Ticker symbol: ESI-T View ESI-T Company Page Financial Highlights ESI Q4/23 REsults & analysis Ensign is a large driller with operations in the US, Canada and internationally. Its contract drilling fleet has 117 marketed rigs in Canada, 83 in the US and 32 rigs internationally. It also is
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Q4 2023 NuVista Energy Quarterly report Ticker symbol: NVA-T View NVA-T Company Page Financial Highlights NVA Q4/23 REsults & analysis NuVista is focused on the scalable and repeatable liquids rich Montney formation in two core areas (Wapiti and Pipestone). Condensate and liquids make up a high percent of production (40%) and revenues. In Q4/23 NuVista
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