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Contact Us2017-08-02T21:51:17+00:00


What are the Action Buy/Sell Alert Policies?2018-01-03T10:39:11+00:00

What are the Action Buy/Sell Alert Policies?

What are the Action Buy/Sell Alert Policies?

Our Black Gold Subscribers are paying a premium for timely Buy and Sell Action Alerts, monthly Interim Reports, and Quarterly Webinars. In our agreement we provide Action Alerts to them exclusively for a Five Business Day window, the same as required by regulators for research reports by Investment Firms.  For SER subscribers who realize they want this timely and actionable information, please visit your Account to upgrade to Black Gold.

What are the Action Buy/Sell Alert Policies?SER Subscribers had initially been promised access to the ‘Action List’ which was to be published in the next Schachter Energy Report after the Five-Day window.  An ‘Action List’ is a summary of the names on the Recommended Buy (or Sell) List for which an Action Alert has been issued. The purpose of the Action BUY and SELL Lists is to track the performance of Josef’s recommendations. It will be updated and published each month in the Schachter Energy Report. In addition, the most current Action Lists can be found under the top menu REPORTS > Action Alert Lists, in the same way as the Coverage List is available.  Our first Action Buy List was published today and is available at Action Alert Lists.

Having sent out our first Action Alerts in December, we realized that this practice could leave our SER subscribers without this important information for up to a month. To provide SER subscribers with more timely information about the companies on the Action List, without compromising the integrity of the BG Action Alert Service, we intend to add this information to the Action List on the Sixth Business Day after a BG Action Alert is issued and send an email notice to SER subscribers that same day. The sixth day is also when SER Directors, employees and immediate family members may purchase these stocks.   If this is not enough advance information for those SER subscribers who may be more active investors, we recommend that you upgrade to the Black Gold Service through your Account.

We reserve the right to use any name on our Coverage List as a “TOP PICK” or to disclose individual names on our Action Lists while on BNN or in other publications, provided it is not within Six Business Days of an Action Alert being issued on that company.  This chart helps explain the timing:

A message from Josef Schachter

January 3, 2018
Remember, our ability to recommend stocks and have them react positively is one of the added values we bring to the table. So far, the stocks we recommended have done well for those who reacted right away. A few of the names have already rebounded over 25% in just this short while as you will see on the Action Alert List page.
BG Action Buy/Sell Alert IssuedDay 1Day 2Day 3Day 4Day 5Day 6:
SER Notice, Action Lists Page Updated
Day 7: Earliest Public Mention

How do I cancel my order?2018-01-10T17:06:57+00:00

Refunds are not offered, but cancellations can be processed at any time.

To cancel your subscription, please follow these steps:

  1. Log in to your account using your credentials.
  2. Visit the My Account” page
  3. Under My Subscriptions, click Cancel next to your active subscription.
  4. Click OK to confirm the cancellation.

How do I cancel my order?

Your subscription will be marked as “Pending-Cancellation”. This status means you will not be charged but allows you to retain your access until your paid subscription has fully run its course. When the subscription term has finished, the status will switch to “Canceled”, and you are not charged.

How do I cancel my order?


Anatomy of the Schachter Energy Report2017-07-24T16:25:55+00:00

The Schachter Energy Report is a members only, monthly report on market events and trends, as well as various covered companies. The archive is available to logged-in members under the “Reports” menu item on the website. As with all reports, click any image to enlarge it.

Navigating the Schachter Energy Report

The Schachter Energy Report always has three pages, under this subnavigation header:

Anatomy of the Schachter Energy Report

The current page is highlighted in a darker colour to show which is selected. Below are details of the subject matter of each of these sections.

1. Market Overview

Josef provides a welcome and introduction on the first page, and then takes a detailed overview through the global market conditions and events that are combining to create values and projections in the energy market.

2. Company Coverage

As the monthly Schachter Energy Reports continue, each issue will cover several more companies until we reach a list of approximately 20-25 which meet our coverage criteria. The current coverage list will be updated in each issue, and the most recent list will reside on the Company Coverage page.

3. Summaries & Q&A

This last page shows summary tables and provides a platform for Josef to respond directly to Q&A from Schachter Energy Report members who have sent in questions to

Footer Navigation

When you get to the bottom of each page, there is a footer menu that allows you to navigate forwards or backwards through the pages. It looks like this:

Other Fast Facts

Here are some other fast facts:

  • Schachter Energy Reports are published once a month, usually in the last week of the month
  • You access your reports digitally – we send a notification e-mail, you sign in and view. Make sure “” is on your safe senders list (instructions to whitelist e-mails for various mail programs can be found at the link).
  • Your user name was sent to you during your registration process. Make sure to remember your password! If you need it, you can use the “forgot my password” process on the log in page.
How do I make sure I’m getting my Schachter Energy Report E-mails?2018-12-11T08:55:05+00:00

To ensure you are getting your important, timely messages from the Schachter Energy Report, please ensure that the e-mail address “” and “” is whitelisted in your mail program. Whitelisting (or adding an address to a “safe senders list”) ensures messages from the Schachter Energy Report are not perceived as spam.

Here’s a tutorial on whitelisting from Campaign Monitor, our mail delivery system. It covers instructions for the following mail programs:

  • Apple Mail (OS X and iOS devices)
  • Outlook 20xx
  • Yahoo! Mail
  • Gmail (Webmail and mobile)
  • Android (Default client)
  • Windows Live Desktop>
  • AOL Mail

Hotmail users should ensure they click “it’s not spam” if messages are appearing in the spam folder:

How do I make sure I'm getting my Schachter Energy Report E-mails?

Walkthrough: Subscription Check-out Process2017-07-24T16:26:03+00:00

This walkthrough will show you what to expect after you have reviewed and chosen your subscription and added it to your cart. To complete purchase, you must complete the one-page checkout process.

Step 1

We ask you to provide all personal information in the first section. Every field marked with an asterisk is required. Thanks for letting us know where you heard about the Schachter Energy Report!

Walkthrough: Subscription Check-out Process

Please note that in the password field, you are choosing the password you are going to use going forward. Make sure it is something you can remember! It must be more than eight characters. If you forget your password, here are the instructions to retrieve it.

Step 2

A summary is then shown, showing the charges, and the renewal date. Renewals are automatic. (If required, here are the instructions to cancel a subscription.) The example shown is an annual Schachter Energy Report subscription. Whatever subscription you have chosen will be displayed here; there is nothing to do in this section but review and ensure it is correct.

Walkthrough: Subscription Check-out Process

Step 3

At this stage, you choose what payment method you prefer. For PayPal, you need a PayPal account. For Credit Card, you don’t need an account, you just add your number in a secure pop-up.

Walkthrough: Subscription Check-out Process Walkthrough: Subscription Check-out Process

You must also agree to the Terms & Conditions to proceed.

Step 4

Process through the payment method of your choice. When you have successfully purchased, you will receive e-mailed receipts, and you will see a version of this screen with your details:

Walkthrough: Subscription Check-out Process

Log in and View Reports

The e-mails sent to you after your purchase include information on how to log in with your user name, and the password you set during your purchase. View your account or go right to Reports!

How do I log in to the Members section of

The Members section is available here. You’ll need to enter your personal Username and Password.  You can bookmark the SER login page on your computer for quick access.

View More Help

Getting in Touch

E-mails and phone calls will be returned during the business hours of 8:30 and 4:30 MDT, Monday through Friday. If you need to cancel your subscription, please see these step by step instructions, with screen shots, on how to cancel. More general help is available under support.


By clicking SEND to submit your e-mail address through this website, you consent to receiving emails from Schachter Energy Report

“Prepare to take advantage of ​an important buying opportunity once this persistent Energy Bear Market enters its final capitulation. By year-end 2017 ​another ​four to six year ​Bull ​Run should commence​.”

JOSEF SCHACHTER • Energy Market Specialist
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