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 – March Read More »
Crude Oil Softens On Seasonal Build In Inventories. Important BUY Signal Imminent <US$66/b. Global Economic, Political & Military Update A partial ceasefire in Ukraine where both Russia and Ukraine committed to stop attacking each other’s energy infrastructure for 30 days is the best that the US could get from the current negotiations to a long
Eye on Energy: March 19 Read More »
Report Navigation Welcoming Comments 1. Market & Energy Update WTI fell into predicted BUY range. 2. Company Update SER Action Alert BUYS Released March 5, 2025. 3. Quarterly Reports Start Of Q4/24 Reporting Cycle – 11 Companies. 4. Top Picks Now Five Ideas Trading At Very Attractive Valuations. 5. Company Lists Covered Companies & Valuation
Schachter Energy Report: March 13, 2025 Read More »
PREVIOUS INDEX NEXT Energy & Stock Market Overview WTI fell into predicted BUY range. WTI fell into our BUY range that we have been predicting for some time, falling below US$68/b. In fact, it fell below US$66/b which was our downside case. In Chart #1, on the bottom of the charts you can see the
SER: March 13, 2025 – 1. Market & Energy Update Read More »
PREVIOUS INDEX NEXT Company Updates Action Alert! Action alert: buy March 5, 2025 On March 5, 2025, we circulated an Action Alert concerning six ideas. We added five new investment ideas today and reiterated BUYS on three ideas on the current BUY List that are at bargain levels. Lauch Action Alert PREVIOUS INDEX NEXT
SER: March 13, 2025 – 2. Company Updates Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers eleven companies reporting their Q4/24 results. Enbridge (ENB-T) Gran Tierra (GTE-T) Keyera (KEY-T) Obsidian Energy (OBE-T) Pembina Pipeline (PPL-T) Precision Drilling (PD-T) TC Energy (TRP-T) Topaz Energy (TPZ-T) Trican Well Service (TCW-T) Veren (VRN-T) Whitecap Resources (WCP-T) For those wanting more knowledge of companies they own, they
SER: March 13, 2025 – 3. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now March 5, 2025 PIPELINES, ROYALTIES & INFRASTRUCTURETopaz EnergyTPZ-T $23.74 DOMESTIC LIQUIDS COMPANIESSurge Energy SGY-T $5.02 DOMESTIC NATURAL GAS COMPANIESNuVista EnergyNVA-T $11.46 INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.425 ENERGY SERVICE COMPANIESTrican Well ServiceTCW-T $4.43 The five ideas on this list are the best ideas and attractive prices for the selected company
SER: March 13, 2025 – 4. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of March 5, 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: March 13, 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: March 13, 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 to a fully invested position when we get our second BUY signal shortly. SER Ownership Disclosure As of March 5, 2025 This chart discloses the purchase dates and prices of any stocks on the SER Coverage List
SER: March 13, 2025 – 7. Ownership Disclosure List Read More »
