Page 63 – Schachter Energy Report

SER: September 26, 2024 – 3. Top Picks Now

PREVIOUS INDEX NEXT Top Picks Now September 19, 2024 PIPELINES, ROYALTIES & INFRASTRUCTURENONETHIS ISSUE DOMESTIC LIQUIDS COMPANIESObsidian Energy OBE-T $7.90 DOMESTIC NATURAL GAS COMPANIESParamount ResourcesPOU-T $25.69 INTERNATIONAL E&P COMPANIESGran Tierra EnergyGTE-T $8.25 ENERGY SERVICE COMPANIESSTEP Energy ServicesSTEP-T $3.89 The ideas on this list are the best ideas and attractive prices for the selected company from […]

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SER: September 26, 2024 – 4. Coverage & Valuation Lists

Coverage & Valuation Lists, SER

PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of September 19, 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

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SER: September 26, 2024 – 5. Action Alert Lists

Action Alert Lists, SER

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

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SER: September 26, 2024 – 6. Ownership Disclosure List

Disclosure List, SER

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

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Eye on Energy: September 25

Eye on Energy

WTI Crude Down Over US$1/b On Concerns About China Demand. Global Economic, Political & Military Update Weak US and China economic data continue to be the focus of investors. Central Banks in each country have lowered interest rates and in China’s case lowered banks reserve requirements so they can lend more and support companies in

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Josef on Money Talks, September 21

Appearances, Money Talks, Podcasts

Josef Schachter on Money Talks with Michael Campbell Have we hit the low in the energy sector? Is it time to load up on cash rich companies trading below true market value? Josef Schachter joins guest host Victor Adair to let us know if he has any “table pounding buys.” Plus the latest attempt by the

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Eye on Energy: September 18

Eye on Energy

WTI Crude Bottom Is In Place But May Test Those Lows Over The Coming Weeks. BUY Energy Stocks When This Test Occurs. Global Economic, Political & Military Update Fed day and then the Chairman’s press conference saw the announcement of an aggressive 50 BP decline in the Fed Funds rate to a range of 4.75

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Schachter Energy Report: September 12, 2024

Index, SER

Report Navigation Welcoming Comments 1. Stock Market Overview Some Reasons For The Correction. 2. Energy Market Update WTI Nears An Important Bottom. 3. Company Updates High Arctic division: HWO-T and HOH-V. 4. Quarterly Reports Review Of Q2/24 Results For Last Seven Companies. 5. Top Picks Now Five Ideas Trading At Very Attractive Valuations. 6. Company

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SER: September 12, 2024 – 1. Stock Market Overview

SER, Stock Market Update

PREVIOUS INDEX NEXT Stock Market Overview Parabolic Move In AI Stocks Likely Over. The ongoing travails of China to get its economy into recovery mode has fallen short with each round of government stimulus failing. This is one of the key reasons for global economic woes. China for the last two decades has driven most

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SER: September 12, 2024 – 2. Energy Market Update

Energy Market Update, SER

PREVIOUS INDEX NEXT Energy Market Update WTI Nears An Important Bottom. The war premium due to the wars between Russia and Ukraine and between Israel and Iran’s proxies (Hamas, Hezbollah and Houthis) rose over US$10/b as tensions escalated in these areas during April and then in July. This even though the fundamental of supplies are

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