PREVIOUS INDEX NEXT Stock Market Overview Greed Rampant. Greed is rampant in the stock markets. The CNN Greed & Fear Index (Chart #1) has lifted to a reading of 76 (an Extreme Greed level). We expect the AI focus will see their bubble burst and the large US indices will face a 20-30% downside during […]
SER: February 1, 2024 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Energy Market Update Use Upcoming Weakness. Our bullish thesis for WTI crude oil with a price rise to US$90/b during summer 2024 and exceeding US$100/b in late 2024 was discussed in our last SER issue.An update on crude oil shows it trading on Wednesday January 24th at US$75.09/b (Chart #12). We covered […]
SER: February 1, 2024 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT New Company Coverage Rubellite Energy Inc. (RBY-T $2.29) In 2023, Rubellite commenced an aggressive growth phase via the drill bit and acquisitions for its heavy oil Clearwater core area (average API 13 degrees). It opened the year with 2,990 b/d and will exceed 4,500 b/d by year end 2023 due to a […]
SER: February 1, 2024 – 3. New Company Coverage Read More »
Q3 2023 Rubellite Energy Quarterly report Ticker symbol: RBY-T View RBY-T Company Page Financial Highlights RBY Q3/23 REsults & analysis In 2023, Rubellite commenced an aggressive growth phase via the drill bit and acquisitions for its heavy oil Clearwater core area (average API 13 degrees). It opened the year with 2,990 b/d and will exceed […]
Black Gold: Q3 2023 – Rubellite Energy Read More »
PREVIOUS INDEX NEXT Company Updates Birchcliff Energy. Update Birchcliff Energy Ltd (BIR-T) Birchcliff announced on January 17th a more cautious approach to 2024 due to weak natural gas prices below $2.00/mcf (after peaking when winter cold weather drove prices to $10/mcf). Warmer weather recently and concern about the same throughout 2024 drove them to cut […]
SER: February 1, 2024 – 4. Company Updates Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of January 25, 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 1, 2024 – 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: February 1, 2024 – 6. 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 Birchcliff Energy, Surge Energy and Touchstone Exploration when we felt they were very cheap.Of the nine positions we hold, Crew Energy has been the best performer.We […]
SER: February 1, 2024 – 7. Ownership Disclosure List Read More »
Report Navigation Welcoming Comments 1. Fearless Forecasts Overall Stock Market & Energy Outlook For 2024. 2. Stock market Overview Overvalued and with Likely Downside. 3. Energy Market Update Crude Oil and Natural Gas. 4. Company Updates Touchstone Exploration, new Coverage: Petrus Resources 5. Company Lists Covered Companies & Valuation Analysis. Company Links. 6. Action Alert […]
Schachter Energy Report: January 18, 2024 Read More »
PREVIOUS INDEX NEXT Fearless Forecasts Overall Stock Market & Energy Outlook For 2024. There are five major reasons for our cautious view of the general stock markets this year, which also provide support for our bullish thesis of the commodity sector (more details in later sections): 1. ENERGY PRICES WILL RISE Inflation has come down […]
SER: January 18, 2024 – 1. Fearless Forecasts Read More »
