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: June 27, 2024 – 6. Ownership Disclosure List Read More »
Total US Energy Stocks Rose 9.4 Mb Last Week. WTI Crude Should Breach US$80/b In The Coming Days. Global Economic, Political & Military Update Mixed economic data continues to sway markets from euphoria to concern as each data piece is scrutinized for signs of economic progress with declining inflation or signs of economic weakness and
Eye on Energy: June 26 Read More »
Crude Prices Lift On Expectation Of Strong Summer Driving Season. We Are Skeptical! Global Economic, Political & Military Update Economic data in the US so far is not supportive of the Fed lowering their Fed Funds rate the three times previously assumed. The FOMC meeting last week concluded with officials penciling in just one rate
Eye on Energy: June 20 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 – Archive Read More »
Report Navigation Welcoming Comments 1. Quarterly Reports Q1/24 Results For 16 Companies: Alvopetro Energy (ALV-V), Birchcliff Energy (BIR-T), Bonterra Energy (BNE-T), Crew Energy (CR-T), Hemisphere Energy (HME-V), High Arctic Energy (HWO-T), InPlay Oil (IPO-T), Keyera (KEY-T), Pine Cliff Energy (PNE-T), Questerre Energy (QEC-T), Rubellite Energy (RBY-T), Southern Energy (SOU-V), Surge Energy (SGY-T), Touchstone Exploration (TXP-T),
Schachter Energy Report: June 13, 2024 Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers sixteen companies reporting their Q1/24 results. Alvopetro Energy (ALV-V) Birchcliff Energy (BIR-T) Bonterra Energy (BNE-T) Crew Energy (CR-T) Hemisphere Energy (HME-V) High Arctic Energy (HWO-T) InPlay Oil (IPO-T) Keyera (KEY-T) Pine Cliff Energy (PNE-T) Questerre Energy (QEC-T) Rubellite Energy (RBY-T) Southern Energy (SOU-V) Surge Energy (SGY-T) Touchstone
SER: June 13, 2024 – 1. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now June 6, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENone this issue DOMESTIC LIQUIDS COMPANIESBonterra EnergyBNE-T $5.13 DOMESTIC NATURAL GAS COMPANIESCrew EnergyCR-T $4.30 INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.58 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $4.06 As we are cautious on the general stock market currently, we do not have a full slate of
SER: June 13, 2024 – 2. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of June 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: June 13, 2024 – 3. 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: June 13, 2024 – 4. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 10 positions.We added to our position in Touchstone as it fell back on the arbitrage of the Trinity takeover and Q1/24 production that was below expectation. The company still sees reaching their target of over 13,000 boe/d before year end.We expect to add
SER: June 13, 2024 – 5. Ownership Disclosure List Read More »
