US And China Crude Demand Sluggish. WTI Should Decline Below US$80/b In The Near Term. Global Economic, Political & Military Update The US Presidential election continues to keep observers riding a roller coaster as they watch the Democrats agonize over keeping current President Biden or forcing him to resign due to his age and mental […]
Eye on Energy: July 10 Read More »
US Commercial Stocks Fell Sharply Last Week Lifting WTI Prices. Exports Rose To 4.4 Mb/d. Global Economic, Political & Military Update Politics is front and center as the debate last week showed President Biden is not up to the job now and definitely not for a second term. Even members of his own party are
Eye on Energy: July 3 Read More »
Report Navigation Welcoming Comments 1. Stock market Overview Stock Markets Stretched. 2. Energy Market Update Key Indicators. 3. Top Picks Now Four Ideas Trading At Attractive Valuations. 4. Company Lists Covered Companies & Valuation Analysis. Company Links. 5. Action Alert Lists Action Alert Performance Reports, & Action Sell Lists. 6. Disclosure List SER Family/Staff Ownership
Schachter Energy Report: June 27, 2024 Read More »
PREVIOUS INDEX NEXT Stock Market Overview Stock Markets Stretched, Correction Underway. The 2024 stock market frenzy for anything AI related is similiar to the DOT-COM bubble of 2020. The stock market has fallen in love with AI stocks and the market leader NVIDIA (NVDA) became the world’s most valuable company at over US$3.3T last week.
SER: June 27, 2024 – 1. Stock Market Overview Read More »
PREVIOUS INDEX NEXT Energy Market Update Key Indicators. We mentioned in our welcome section that we use three key indicators to tell us if the energy sector is cheap or dear. The first indicator is the level of the S&P/TSX Energy Index and is it overbought or oversold based on the technical indicators. It has
SER: June 27, 2024 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT Top Picks Now June 6, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENone this issue DOMESTIC LIQUIDS COMPANIESObsidian EnergyOBE-T $9.86 DOMESTIC NATURAL GAS COMPANIESCrew EnergyCR-T $4.10 INTERNATIONAL E&P COMPANIESAlvopetroALV-V $4.34 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $3.85 As we are cautious on the general stock market currently, we do not have a full slate of TOP
SER: June 27, 2024 – 3. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of June 21, 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 27, 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: June 27, 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: 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 »
