Josef Schachter on Money Talks with Michael Campbell Have we hit the low in the energy sector? Is it time to load up on cash rich companies trading below true market value? Josef Schachter joins guest host Victor Adair to let us know if he has any “table pounding buys.” Plus the latest attempt by the […]
Josef Schachter on Money Talks, September 21 Read More »
WTI Crude Bottom Is In Place But May Test Those Lows Over The Coming Weeks. BUY Energy Stocks When This Test Occurs. Global Economic, Political & Military Update Fed day and then the Chairman’s press conference saw the announcement of an aggressive 50 BP decline in the Fed Funds rate to a range of 4.75
Eye on Energy: September 18 Read More »
Report Navigation Welcoming Comments 1. Stock Market Overview Some Reasons For The Correction. 2. Energy Market Update WTI Nears An Important Bottom. 3. Company Updates High Arctic division: HWO-T and HOH-V. 4. Quarterly Reports Review Of Q2/24 Results For Last Seven Companies. 5. Top Picks Now Five Ideas Trading At Very Attractive Valuations. 6. Company
Schachter Energy Report: September 12, 2024 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Parabolic Move In AI Stocks Likely Over. The ongoing travails of China to get its economy into recovery mode has fallen short with each round of government stimulus failing. This is one of the key reasons for global economic woes. China for the last two decades has driven most
SER: September 12, 2024 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Energy Market Update WTI Nears An Important Bottom. The war premium due to the wars between Russia and Ukraine and between Israel and Iran’s proxies (Hamas, Hezbollah and Houthis) rose over US$10/b as tensions escalated in these areas during April and then in July. This even though the fundamental of supplies are
SER: September 12, 2024 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT Company Updates Touchstone Exploration High Arctic Division High Arctic Energy Services (HWO-T $1.22) High Arctic Overseas Holding Corp. (HOH-V $1.49) High Arctic has separated the PNG (Papua New Guinea) drilling and ancillary businesses from the Canadian based operations into two public companies. They paid out $0.76 per share to each HWO shareholder
SER: September 12, 2024 – 3. Company Updates Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers the last seven companies reporting their Q2/24 results. Birchcliff Energy (BIR-T) Bonterra Energy (BNE-T) Hemisphere Energy (HME-T) InPlay Oil (IPO-T) Southern Energy (SOU-V) Strathcona Resources (SCR-T) Touchstone Exploration (TXP-T) For those wanting more knowledge of companies they own, they can get access to webcasts of companies’ conference
SER: September 12, 2024 – 4. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now August 14, 2024 PIPELINES, ROYALTIES & INFRASTRUCTUREFreehold Royalties FRU-T $13.09 DOMESTIC LIQUIDS COMPANIESStrathcona Resources SCR-T $28.84 DOMESTIC NATURAL GAS COMPANIESParamount ResourcesPOU-T $26.57 INTERNATIONAL E&P COMPANIESGran Tierra EnergyGTE-T $8.91 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $3.91 The ideas on this list are the best ideas and attractive prices for the selected
SER: September 12, 2024 – 5. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of September 5, 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: September 12, 2024 – 6. 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: September 12, 2024 – 7. Action Alert Lists Read More »
