PREVIOUS INDEX NEXT Appearances Index Josef is often seen commentating on podcasts or at live events.Browse the Archive Here or check out the most recent appearances below. March 19, 2026 Josef on The David Lin Report – March 19 Click to view March 18, 2026 Josef on WTFinance – March 18 Click to view March […]
SER: March 26, 2026 – 4. Appearances Index Read More »
PREVIOUS INDEX NEXT Quarterly reports We continue coverage of Q4/25 results with thirteen companies. Bonterra Energy (BNE-T) CES Energy Solutions (CEU-T) Ensign Drilling (ESI-T) Freehold Royalties (FRU-T) InPlay Oil (IPO-T) Pine Cliff Energy (PNE-T) Rubellite Energy (RBY-T) Strathcona Resources (SCR-T) Surge Energy (SGY-T) Total Energy Services (TOT-T) Tourmaline Oil (TOU-T) Vermilion Energy (VET-T) Yangarra Resources
SER: March 26, 2026 – 5. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now March 18, 2026 ROYALTYCOMPANIESNone This issue DOMESTIC LIQUIDS COMPANIESNONE THIS ISSUE DOMESTIC NATURAL GAS COMPANIESPine Cliff Energy (PNE-T) $0.67 INTERNATIONAL E&P COMPANIESNone This Issue ENERGY SERVICE COMPANIESNone This issue There is one idea at an attractive price currently. The idea on this list is the best idea and attractive
SER: March 26, 2026 – 6. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of March 18, 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: March 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: March 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 March 18, 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: March 26, 2026 – 9. Ownership Disclosure List Read More »
Q4 2025 Bonterra energy Quarterly report Ticker symbol: BNE-T View BNE-T Company Page Financial Highlights BNE Q4/25 Results & analysis Bonterra’s main production area is the Cardium light oil pool in the Pembina & Willesden Green area with 278 net booked locations. It has a growing presence in the Montney with 95+ locations to drill.
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Q4 2025 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q4/25 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 2025 Ensign Energy Services Quarterly report Ticker symbol: ESI-T View ESI-T Company Page Financial Highlights ESI Q4/25 Results & analysis Ensign is a large land driller with operations in the US, Canada and internationally. Regionally, 31% of revenue comes from Canada, 51% and 18% Int’l. Its contract drilling fleet has 88 marketed rigs in
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Q4 2025 Freehold Royalties Quarterly report Ticker symbol: FRU-T View FRU-T Company Page Financial Highlights FRU Q4/25 Results & analysis Freehold had production from its royalty interests in Canada and the US of 16,294 boe/d for Q4/25, up from 16,054 boe/d in Q3/25, and up from 15,306 in Q4/24 due to acquisitions and drilling growth.
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