Crude Oil Rises US$2/b After Israel Assassinates Two Terrorist Leaders. Global Economic, Political & Military Update After a Hezbollah attack on a Druze village in the Golan of Israel that killed 12 children playing in a soccer field (total 30 casualties), Israel focused on retribution by targeting the Hezbollah leader (Faud Shukr) who ordered the […]
Eye on Energy: July 31 Read More »
Report Navigation Welcoming Comments 1. Stock market Overview Parabolic Move In AI Stocks Likely Over. 2. Energy Market Update Inventory Build Should Drive WTI Down In The Near-Term. 3. Top Picks Now Three Ideas Trading At Attractive Valuations. 4. Company Lists Covered Companies & Valuation Analysis. Company Links. 5. Action Alert Lists Action Alert Performance
Schachter Energy Report: July 25, 2024 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Parabolic Move In AI Stocks Likely Over. Stock market momentum investors have fallen in love with AI stocks and particularly the semi-conductor stocks that provide the engines to create income producing AI tools. Order backlogs for chips keep rising and the prices of the highest end products have risen
SER: July 25, 2024 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Energy Market Update Inventory Build Should Drive WTI Down in the Near-Term. Energy bulls have been focusing on commentary by OPEC about supply shortages and managing the product availability to keep prices high. We have been following the data from the world’s biggest consumer, the US, and it does not jive with
SER: July 25, 2024 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT Top Picks Now july 19, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENone this issue DOMESTIC LIQUIDS COMPANIESObsidian EnergyOBE-T $10.22 DOMESTIC NATURAL GAS COMPANIESCrew EnergyCR-T $4.13 INTERNATIONAL E&P COMPANIESSouthernSOU-V $0.17 ENERGY SERVICE COMPANIESNone this Issue As we are cautious on the general stock market currently, we do not have a full slate of TOP
SER: July 25, 2024 – 3. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of July 18, 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: July 25, 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: July 25, 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: July 25, 2024 – 6. Ownership Disclosure List Read More »
WTI Falls >US$4/b Over The Last Week To US$77.30/b On Weakening China Demand. Global Economic, Political & Military Update The ending of President Biden’s candidacy for a second four year term has emboldened the Democrats that they could win the Presidency and end the worry of a clean sweep (Presidency, House and Senate) by the
Eye on Energy: July 24 Read More »
US Total Stocks Rose 11.1 Mb Last Week. This Should Put Pressure On Crude Prices. Global Economic, Political & Military Update The Republican National Convention is on this week and all of Trump’s former Presidential opponents are singing kumbaya and circling the wagons to get a fully united party to win the Presidency, the Senate
Eye on Energy: July 17 Read More »
