WTI Drops US$8/b Over Last Week As Israel Agrees Not To Attack Iran’s Nuclear Or Energy Facilities. Global Economic, Political & Military Update Military tensions are picking up around the world and any miscalculation could expand the war fronts. It is not just the Middle East and Ukraine. China and North Korea are flexing their […]
Eye on Energy: October 16 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 – October Read More »
Report Navigation Welcoming Comments 1. Stock Market Overview Reasons For Our Concern. 2. Energy Market Update WTI Reached An Important Bottom – Now Testing The Lows. 3. Top Picks Now Four Ideas Trading At Very Attractive Valuations. 4. Company Lists Covered Companies & Valuation Analysis. Company Links. 5. Action Alert Lists Action Alert Performance Reports,
Schachter Energy Report: October 10, 2024 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Reasons For Our Concern The ongoing travails of China to get its economy into recovery mode has fallen short, with each round of government stimulus failing after some initial enthusiasm. This is one of the key reasons for global economic woes. China has an asset bubble and needs to
SER: October 10, 2024 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Energy Market Update WTI Reached An Important BottomNow Testing The Lows. The war premium has increased again as Israel warns of direct attacks against military targets (IRGC instillations and command and control centers), their nuclear program locations and, of market concern, the energy production and export facilities. If they did so they
SER: October 10, 2024 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT Top Picks Now October 3, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENONETHIS ISSUE DOMESTIC LIQUIDS COMPANIESBonterra Energy BNE-T $3.92 DOMESTIC NATURAL GAS COMPANIESYangarra ResourcesYGR-T $1.05 INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.56 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $3.96 The ideas on this list are the best ideas and attractive prices for the selected company from each
SER: October 10, 2024 – 3. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of October 3, 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: October 10, 2024 – 4. 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: October 10, 2024 – 5. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 10 positions.We expect to add to all owned positions over time, to BUY other ideas on our current Action BUY List, and to add new positions after we send our new Action Alert BUYs and wait the requisite days. Our expectation is that
SER: October 10, 2024 – 6. Ownership Disclosure List Read More »
Crude War Premium Shrinks As Investors Focus On Weak China Demand Data. Global Economic, Political & Military Update Turbulent markets in China headline each day the challenges China is having to get its economy back on track for sustainable growth. It needs to write-off debt challenged fixed assets, move from an export economy to a
Eye on Energy: October 9 Read More »
