Report Navigation Welcoming Comments 1. Energy Market Update Correction Below US$70/b Expected In The Coming Weeks – Then New BUY Signals. 2. Insider Trading Report January 2025. 3. Company Updates Birchcliff Energy (BIR-T). 4. Top Picks Now Four Ideas Trading At Very Attractive Valuations. 5. Company Lists Covered Companies & Valuation Analysis. Company Links. 6. […]
Schachter Energy Report: January 30, 2025 Read More »
PREVIOUS INDEX NEXT Energy Market Update Correction Below US$70/b Expected In The Coming Weeks – Then New BUY Signals. While US government statistics show inflation stabilizing around 3%, most of us see prices for education, food, movies, property taxes going up and up. Our real inflation is more like 8%+. Isn’t it nice when government
SER: January 30, 2025 – 1. Energy Market Update Read More »
PREVIOUS INDEX NEXT Insider trading Insiders: Buying and Selling January 16, 2025 We thought it was again time to see what management and insiders were doing with their investments in their company stock since our last review on September 12th. We include all the Canadian companies we cover in this review and have broken down
SER: January 30, 2025 – 2. Insider Trading Read More »
PREVIOUS INDEX NEXT Company Updates Birchcliff Energy (BIR-T) Birchcliff Energy (BIR-T – $6.08 – close January 23rd) Birchcliff announced January 22nd a plan to focus on long-term production growth versus near-term dividends and flat production. We take this as a bullish sign that they see a meaningful natural gas cycle ahead. The stock market concurs.
SER: January 30, 2025 – 3. Company Updates Read More »
PREVIOUS INDEX NEXT Top Picks Now January 23, 2025 PIPELINES, ROYALTIES & INFRASTRUCTUREFreehold RoyalitesFRU-T $12.96 DOMESTIC LIQUIDS COMPANIESStrathcona Resources SCR-T $28.42 DOMESTIC NATURAL GAS COMPANIESYangarra Resources YGR-T $1.04 INTERNATIONAL E&P COMPANIESNONETHIS ISSUE ENERGY SERVICE COMPANIESHigh Arctic OverseasHOH-V $1.38 The ideas on this list are the best ideas and attractive prices for the selected company from
SER: January 30, 2025 – 4. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of January 23, 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: January 30, 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: January 30, 2025 – 6. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 11 positions and added materially to our portfolios during the tax selling season rout.For now, we will watch for the expected correction in the sector and wait for the next S&P Energy Bullish Percent BUY signal to be triggered except for companies already
SER: January 30, 2025 – 7. Ownership Disclosure List Read More »
President Trump’s Tariff Agenda Weighs Heavily On Canadian Energy Sector President Trump moved quickly to show he meant business with his Tariff’s. Colombia’s leftist President would not let US planes land in his country with deported criminals that were his citizens. President Trump threatened 25% tariffs immediately and 50% a week later. This would have
Eye on Energy: January 29 Read More »
Josef Schachter on Howestreet.com As a 40 year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus on the Energy Sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling
Josef on Howestreet.com – January Read More »
