Q4 2023 TC Energy Quarterly report Ticker symbol: TRP-T View TRP-T Company Page Financial Highlights TRP Q4/23 REsults & analysis TC Energy is one of North America’s largest natural gas pipeline operators with distribution in Canada, the US and Mexico. Comparable EBITDA in Q4/23 rose to $3.1B from $2.7B in Q4/22. For all of 2023 […]
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Q4 2023 Trican Well Service Quarterly report Ticker symbol: TCW-T View TCW-T Company Page Financial Highlights TCW Q4/23 REsults & analysis Trican is Canada’s largest pressure pumper (fracker) with the largest cementing company and a presence in the coil-tubing area. Of the 2023 revenue mix 73% came from fracking, 20% from cementing and 7% from […]
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Q4 2023 Whitecap Resources Quarterly report Ticker symbol: WCP-T View WCP-T Company Page Financial Highlights WCP Q4/23 REsults & analysis Whitecap has grown rapidly over the last decade from under 30,000 boe/d to 166,554 boe/d via some internal growth, and quite a few acquisitions and some divestitures to pay for the purchases. Its largest was […]
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Report Navigation Welcoming Comments 1. Stock market Overview Parabolic Move In AI Stocks Continues For Now. 2. Energy Market Update Another Low-Risk Energy BUY Signal Imminent. 3. Company Lists Covered Companies & Valuation Analysis. Company Links. 4. Action Alert Lists Action Alert Performance Reports, & Action Sell Lists. 5. Disclosure List SER Family/Staff Ownership Disclosure. […]
Schachter Energy Report: February 15, 2024 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Parabolic Move In AI Stocks Continues For Now. One measurement of the ‘Extreme Greed’ in the market is the CNN Fear & Greed Index. Below a reading of 25 it is at an extreme fear level and above 75 at an extreme greed level. On February 9th it was […]
SER: February 15, 2024 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Energy Market Update Another Low-Risk Energy BUY Signal Imminent. Energy and commodity super cycles last for quite a few years. The first one I experienced in my career was from 1974-1981, the second from 1999-2008 and now, the start of the third super cycle that started in 2020 which may well last […]
SER: February 15, 2024 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of February 9, 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: February 15, 2024 – 3. 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 15, 2024 – 4. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We currently hold nine positions and continue to add to positions when they are bargains. In January we added to our holdings in Birchcliff Energy, Surge Energy and Touchstone Exploration when we felt they were very cheap.Of the nine positions we hold, Crew Energy has been […]
SER: February 15, 2024 – 5. Ownership Disclosure List Read More »
Report Navigation Free Previews are abridged to help users get a feel for Josef’s newsletter and the topics it contains. The navigation below is deactivated, and excerpted sample content has been added below. Full content is available to subscribers – subscribe today! 1. stock Market Overview Overhead and with Likely Downside. 2. Energy Market Update
Schachter Energy Report: February 1, 2024 Read More »
