PREVIOUS INDEX NEXT Energy Market Update WTI Reached An Important BottomNow Testing The Lows. The war premium has increased again as Israel warns of direct attacks against military targets (IRGC instillations and command and control centers), their nuclear program locations and, of market concern, the energy production and export facilities. If they did so they […]
SER: October 10, 2024 – 2. Energy Market Update Read More »
PREVIOUS INDEX NEXT Top Picks Now October 3, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENONETHIS ISSUE DOMESTIC LIQUIDS COMPANIESBonterra Energy BNE-T $3.92 DOMESTIC NATURAL GAS COMPANIESYangarra ResourcesYGR-T $1.05 INTERNATIONAL E&P COMPANIESTouchstone ExplorationTXP-T $0.56 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $3.96 The ideas on this list are the best ideas and attractive prices for the selected company from each
SER: October 10, 2024 – 3. Top Picks Now Read More »
PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of October 3, 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: October 10, 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: October 10, 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: October 10, 2024 – 6. Ownership Disclosure List Read More »
Crude War Premium Shrinks As Investors Focus On Weak China Demand Data. Global Economic, Political & Military Update Turbulent markets in China headline each day the challenges China is having to get its economy back on track for sustainable growth. It needs to write-off debt challenged fixed assets, move from an export economy to a
Eye on Energy: October 9 Read More »
Iran’s Threat To Use It’s Largest And Most Lethal Ballistic Missiles To Attack Israel Lifted The Crude Oil War Premium by US$5/b. Global Economic, Political & Military Update The first major issue to be concerned about is the Middle East: Israel’s multi-phased removal of the top military and leadership of the terrorist group Hezbollah has
Eye on Energy: October 2 Read More »
Report Navigation Welcoming Comments 1. Company Updates Action Alert, Rubellite and Perpetual Recombine, Touchstone Exploration Ends Deal for Trinity 2. Insider Trading Insider Trading Report – September 12, 2024. 3. Top Picks Now Four Ideas Trading At Very Attractive Valuations. 4. Company Lists Covered Companies & Valuation Analysis. Company Links. 5. Action Alert Lists Action
Schachter Energy Report: September 26, 2024 Read More »
PREVIOUS INDEX NEXT Company Updates Key Updates on multiple Covered Companies Action alert: buy September 10, 2024 On September 10, 2024, we circulated an Action Alert concerning eight ideas. We added five new investment ideas today and reiterated BUYS on three ideas on the current BUY List that are at bargain levels. Lauch Action Alert
SER: September 26, 2024 – 1. Company Updates Read More »
PREVIOUS INDEX NEXT Insider trading Review: Buying & Selling We thought it was again time to see what management and insiders were doing with their investments in their company stock since our last review on April 3rd. We include all the Canadian companies we cover in this review and have broken down the information under
SER: September 26, 2024 – 2. Insider Trading Read More »
