PREVIOUS INDEX NEXT Appearances Index Josef is often seen commentating on podcasts or at live events.Browse the Archive Here or check out the most recent appearances below. Featured March 27, 2026 Close up with Bonterra Click to view May 11, 2026 Josef on Calgary Petroleum Club Podcast Click to view May 7, 2026 Josef Schachter […]
SER: May 14, 2026 – 4. Appearances Index Read More »
PREVIOUS INDEX NEXT Top Picks Now April 24, 2026 ROYALTYCOMPANIESNone This issue DOMESTIC LIQUIDS COMPANIESNONE THIS ISSUE DOMESTIC NATURAL GAS COMPANIESBirchcliff Energy (BIR-T) $6.32 INTERNATIONAL E&P COMPANIESNone This Issue ENERGY SERVICE COMPANIESNone This issue There is one idea at an attractive price currently. The idea on this list is the best idea and attractive price
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PREVIOUS INDEX NEXT Coverage list Energy & Energy service companies • price as of May 7, 2026 *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: May 14, 2026 – 6. 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: May 14, 2026 – 7. Action Alert Lists Read More »
PREVIOUS INDEX Josef’s Notes Recent action or company discussion. We hold 11 positions and plan to invest our reserves when we get our next BUY signal. SER Ownership Disclosure May 7, 2026 This chart discloses the purchase dates and prices of any stocks on the SER Coverage List that have been purchased or sold by
SER: May 14, 2026 – 8. Ownership Disclosure List Read More »
Q4 2025 High Arctic OVERSEAS Quarterly report Ticker symbol: HOH-V View HOH-V Company Page Financial Highlights HOH Investor Update High Arctic Overseas is focused on PNG (Papua New Guinea) drilling and ancillary business. It has cash on the balance sheet at the end of Q4/25 of US$12.0M (C$16.6M), which is below the entity’s C$16.5M market
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Q4 2025 Southern Energy Quarterly report Ticker symbol: SOU-V View SOU-V Company Page Financial Highlights SOU Q4/25 Results & analysis Southern is focused on the natural gas basin in Central Mississippi. They have core areas: Gwinville (the current focus for growth, with >100 horizontal locations to drill), Mechanicsburg, Williamsburg, and Mount Olive. Most of the
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Q1 2026 Precision Drilling Quarterly report Ticker symbol: PD-T View PD-T Company Page Financial Highlights PD Q1/26 Results & analysis PD is a large land driller with activities in the US, Canada and internationally (Saudi Arabia and Kuwait), with 62% of revenue coming from Canada, 29% from the US and 9% International. Its fleet comprises
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Q1 2026 Vermilion Energy Quarterly report Ticker symbol: VET-T View VET-T Company Page Financial Highlights VET Q1/26 REsults & analysis Vermilion has been around for over 25 years and has grown to own long-duration, low-cost natural gas assets in Canada, Europe, and Australia. It is especially rewarded by shareholders for its natural gas assets in
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Q1 2026 Whitecap Resources Quarterly report Ticker symbol: WCP-T View WCP-T Company Page Financial Highlights WCP Q1/26 REsults & analysis Whitecap has grown rapidly over the last decade from under 30,000 boe/d to 391,416 boe/d via internal growth and several acquisitions. Its largest acquisition was Veren, paid for with WCP stock ($15B) and assuming Veren’s
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