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 »
WTI Falls >US$3/b Over The Last Week As Markets Await Trump Tariff Decisions. President Trump moved quickly to stamp his policies that he was elected on. Executive orders on closing the border, evicting criminals, ending DEI, opening federal lands to energy development, requiring all federal workers return to their offices full time and many, many
Eye on Energy: January 22 Read More »
Report Navigation Welcoming Comments 1. Fearless Forecasts Schachter’s Fearless Forecasts 2025. 2. Stock Market Overview Trump’s one ‘Big Beautiful Bill’ – Inflation is rising again – Slow first half for commodities, 2H/25 robust price moves – Many Energy Stocks Could Lift >50% in 2025 3. Company Updates Paramount Resources (POU-T). STEP Energy Services (STEP-T). 4.
Schachter Energy Report: January 16, 2025 Read More »
PREVIOUS INDEX NEXT Fearless Forecasts Overall Stock Market & Energy Outlook For 2025. 1. Commodity Correction Ends The commodity super cycle correction will end during Q1/25 and start its next significant up move. We see this cycle lasting into the end of this decade but there will be other corrections along the way. 2. 2/3
SER: January 16, 2025 – 1. Fearless Forecasts Read More »
PREVIOUS INDEX NEXT Stock Market Overview Overall Market Outlook For 2025. There are many issues to cover to get a grasp of the challenges the market will face this year; Trump’s Tariff threats, the US border and immigration policy changes (start with deportations of criminals), deficit reduction, DOGE, ending the war in Ukraine, freeing the
SER: January 16, 2025 – 2. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Company Updates Paramount Resources and STEP Energy. Sale of Assets Paramount Resources (POU-T) Paramount announced the sale of a large portion of its Montney liquids natural gas reserves and production to Ovintiv for $3.325B on November 14th.They announced on December 18th that they would pay a $12.00 per share return of capital
SER: January 16, 2025 – 3. Company Updates Read More »
PREVIOUS INDEX NEXT Top Picks Now January 9, 2025 PIPELINES, ROYALTIES & INFRASTRUCTUREFreehold RoyalitesFRU-T $13.38 DOMESTIC LIQUIDS COMPANIESBonterra Energy BNE-T $3.89 DOMESTIC NATURAL GAS COMPANIESNONETHIS ISSUE INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.455 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: January 16, 2025 – 4. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of January 9, 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 16, 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 16, 2025 – 6. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 11 positions and added to four positions during tax loss selling season at bargain prices. We are moving towards a fully invested weighting in energy. SER Ownership Disclosure As of January 9, 2025 This chart discloses the purchase dates and prices of any
SER: January 16, 2025 – 7. Ownership Disclosure List Read More »
