PREVIOUS INDEX NEXT Company Updates Birchcliff Energy. Update Birchcliff Energy Ltd (BIR-T) Birchcliff announced on January 17th a more cautious approach to 2024 due to weak natural gas prices below $2.00/mcf (after peaking when winter cold weather drove prices to $10/mcf). Warmer weather recently and concern about the same throughout 2024 drove them to cut […]
SER: February 1, 2024 – 4. Company Updates Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of January 25, 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: February 1, 2024 – 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: February 1, 2024 – 6. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We currently hold nine positions and continue to add to positions when they are bargains. In January we added to Birchcliff Energy, Surge Energy and Touchstone Exploration when we felt they were very cheap.Of the nine positions we hold, Crew Energy has been the best performer.We
SER: February 1, 2024 – 7. Ownership Disclosure List Read More »
Crude War Premium Expands As US Plans Retaliation Against Iran’s Proxies For Killing Three US Soldiers In Jordan. Global Economic, Political & Military Update All eyes are on the Fed today as it finishes its two day FOMC meeting. They announced no change in rates today and plan to watch inflation data before cutting rates
Eye on Energy: January 31 Read More »
Crude Oil War Premium Expands As US and UK Bomb Houthi Military Targets In Yemen. Global Economic, Political & Military Update The AI mania continues to take stock markets to new highs. In our view we are getting even higher into parabolic nose bleed territory with the risk of a sharp and painful decline imminent.
Eye on Energy: January 24 Read More »
Iran And Pakistan Attacks On Each Other Add To Crude War Premium. Global Economic, Political & Military Update The stock and bond markets are struggling as we start 2024. Over the first three weeks of 2024 the stock markets are down and historically this has led to negative performance for the year. If the full
Eye on Energy: January 18 Read More »
Report Navigation Welcoming Comments 1. Fearless Forecasts Overall Stock Market & Energy Outlook For 2024. 2. Stock market Overview Overvalued and with Likely Downside. 3. Energy Market Update Crude Oil and Natural Gas. 4. Company Updates Touchstone Exploration, new Coverage: Petrus Resources 5. Company Lists Covered Companies & Valuation Analysis. Company Links. 6. Action Alert
Schachter Energy Report: January 18, 2024 Read More »
PREVIOUS INDEX NEXT Fearless Forecasts Overall Stock Market & Energy Outlook For 2024. There are five major reasons for our cautious view of the general stock markets this year, which also provide support for our bullish thesis of the commodity sector (more details in later sections): 1. ENERGY PRICES WILL RISE Inflation has come down
SER: January 18, 2024 – 1. Fearless Forecasts Read More »
PREVIOUS INDEX NEXT Stock Market Overview Very Overbought. Why do we see stock markets as overvalued and likely to see material downside in 1H/24?Large sector bias has returned with the rise of the ‘Magnificent Seven’ (Apple, Microsoft, Amazon, Alphabet, Nvidia, Meta and TESLA – MG7). The last time we saw this was at the peak
SER: January 18, 2024 – 2. Stock Market Overview Read More »
