Report Navigation Welcoming Comments 1. Stock Market Update Large Gap Moves and Enthusiasm Leads to Market Peaks. 2. Eye on Energy Index Most Recent Issues in This Index. 3. Quarterly Reports Fifteen Companies reporting Q2/2025 Results. 4. Top Picks Now Three Ideas Trading At Very Attractive Valuations. 5. Company Lists Covered Companies & Valuation Analysis. […]
Schachter Energy Report: August 28, 2025 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Large gap moves and enthusiasm leads to market peaks. Large gap moves in stocks and enthusiastic newbie investors lead to market peaks. One needs to watch the daily news view of market events and when commentary is exuberant, take that as a glaring warning sign. We have noted this
SER: August 28, 2025 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Eye on Energy Index Important Update Regarding Eye on Energy We have been publishing the weekly Eye on Energy as an extension of the Schachter Energy Report (SER) to enhance both the scope and timeliness of our Market and Energy Overviews. We’re pleased to share that it has been very well received.
SER: August 28, 2025 – 2. Eye on Energy Index Read More »
PREVIOUS INDEX NEXT Quarterly reports We continue coverage of Q2/25 results with fifteen companies. CES Energy Services (CEU-T) Ensign Energy Services (ESI-T) Freehold Royalties (FRU-T) Obsidian Energy (OBE-T) Paramount Resources (POU-T) Petrus Resources (PRQ-T) Pine Cliff Energy (PNE-T) Rubellite Energy (RBY-T) STEP Energy Services (STEP-T) Strathcona Resources (SCR-T) TC Energy (TRP-T) Total Energy Services (TOT-T)
SER: August 28, 2025 – 3. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now August 20, 2025 PIPELINES, ROYALTIES & INFRASTRUCTUREPembina PipelinePPL-T $52.16 DOMESTIC LIQUIDS COMPANIESNoneThis issue DOMESTIC NATURAL GAS COMPANIESTourmaline OilTOU-T $57.01 INTERNATIONAL E&P COMPANIESGran Tierra EnergyGTE-T $5.36 ENERGY SERVICE COMPANIESNoneThis issue The ideas on this list are the best ideas and attractive prices for the selected company from each group at
SER: August 28, 2025 – 4. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of August 20, 2025 *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: August 28, 2025 – 5. 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: August 28, 2025 – 6. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 11 positions and plan to move invest our reserves when we get our next BUY signal. SER Ownership Disclosure August 20, 2025 This chart discloses the purchase dates and prices of any stocks on the SER Coverage List that have been purchased or
SER: August 28, 2025 – 7. Ownership Disclosure List Read More »
Q2 2025 CES Energy Solutions Quarterly report Ticker symbol: CEU-T View CEU-T Company Page Financial Highlights CEU Q2/25 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
Black Gold: Q2 2025 – CES Energy Solutions Read More »
Q2 2025 Freehold Royalties Quarterly report Ticker symbol: FRU-T View FRU-T Company Page Financial Highlights FRU Q2/25 Results & analysis Freehold had production from its royalty interests in Canada and the US of 16,584 boe/d in Q2/25 up 9% versus 15,221 boe/d in Q2/24 due to acquisition and drilling growth. Production in Q1/25 was 16,248
Black Gold: Q2 2025 – Freehold Royalties Read More »
