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: May 9, 2024 – 8. Ownership Disclosure List Read More »
WTI Crude Oil Falls On Weaker US Demand And Rising Inventories. Global Economic, Political & Military Update Inflation pressure persists in the US leaving the Fed little room to lower rates at the coming meetings. Insurance, housing, food, electricity costs are all making consumers less able to afford what would have been considered basics. Going
Eye on Energy: May 8 Read More »
Large US Crude Inventory Build Drags WTI Below US$80/b. There Is An Inventory Excess Around The World, Even Lower Prices Expected In The Near Term. Global Economic, Political & Military Update Rising and pernicious US inflation now means that the US is unlikely to see a pivot and a cut in rates before the US
Eye on Energy: May 1 Read More »
Report Navigation Welcoming Comments 1. Market & Energy Update Excessive Speculation Frenzy Coming To An End. 2. Quarterly Reports Four companies ‘ Q4/2023 reports. 3. Top Picks Now New SER feature on hottest stocks. 4. Company Lists Covered Companies & Valuation Analysis. Company Links. 5. Action Alert Lists Action Alert Performance Reports, & Action Sell
Schachter Energy Report: April 11, 2024 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Excessive Speculation Frenzy Coming To An End. The stock market appears to have trapped the cash on the sidelines so the upside from here with new money flows is suspect. The strong market move for the Dow Jones Industrials from late October 2023 at 32,300 to the recent high
SER: April 11, 2024 – 1. Market & Energy Update Read More »
PREVIOUS INDEX NEXT Quarterly reports This section covers four companies reporting their Q4/23 results. Canacol Energy (CNE-T) Petrus Resources (PRQ-T) Questerre Energy (QEC-T) Valeura Energy (VLE-T) For those wanting more knowledge of companies they own, they can get access to webcasts of companies’ conference calls in the investor section of their websites, under their events
SER: April 11, 2024 – 2. Quarterly Reports Index Read More »
PREVIOUS INDEX NEXT Top Picks Now April 4, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENone this issue DOMESTIC LIQUIDS COMPANIESNone this issue DOMESTIC NATURAL GAS COMPANIESPetrus ReourcesPRQ-T $1.32 INTERNATIONAL E&P COMPANIESAlvopetro EnergyALV-V $4.01 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $3.99 As we are cautious on the general stock market currently, we do not have a full slate of
SER: April 11, 2024 – 3. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of April 4, 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: April 11, 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: April 11, 2024 – 5. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We now hold 10 positions as we initiated a position in international natural gas producer Alvopetro Energy (ALV-V) which pays a healthy dividend and has significant exploration growth potential. This is a smaller cap stock for entrepreneurial investors. We also added to our position in Touchstone
SER: April 11, 2024 – 6. Ownership Disclosure List Read More »
