Weak China Crude Consumption Drives WTI Below US$77/b. We Are Getting Close To An Important Bottom. Global Economic, Political & Military Update The stock and bond markets rejoiced and celebrated via a nice rally in bond prices and stock prices as investors bet that the FED was done raising interest rates based on the press […]
Eye on Energy: November 08 Read More »
November 2, 2023 Today’s S&P / TSX: 270 To Our Subscribers:One of the ideas on our Coverage List is within our BUY range and today they raised funds to complete four wells (DUC’s) in Mississippi that can nearly double production during 1H/24. This should raise production from 2,651 boe/d in Q2/23 to 4,700 boe/d next
Black Gold: ACTION ALERT November 2, 2023 Read More »
US Energy Demand Softens. WTI Should Fall Below US$80/b In The Coming Weeks. Global Economic, Political & Military Update The FOMC meeting ended today and there was no change to the Fed Funds rate. However the commentary was hawkish. Inflation is still a problem with rising food prices and more importantly rising pressure from the
Eye on Energy: November 1 Read More »
Report Navigation Welcoming Comments 1. Stock Market Overview Market Decline Underway. 2. Energy Market Update Middle East War Adds Significant War Premium To Oil Prices. 3. Company Lists Covered Companies & Valuation Analysis. Company Links. 4. Action Alert Lists Action Alert Performance Reports, & Action Sell Lists. 5. Disclosure List SERSI & Family/Staff Ownership Disclosure.
Schachter Energy Report: October 26, 2023 Read More »
Previous Index Next Stock Market Overview Market Decline Underway. The major US market averages have fallen below the tipping point from a bull phase to a corrective market decline phase. Overall, we should see (from market top to the bottom liquidation phase) a >15% decline for the Dow Jones Industrials (Chart #1). The higher beta
SER: October 26, 2023 – 1. Stock Market Overview Read More »
Previous Index Next Energy Market Update Middle East War Adds Significant War Premium To Oil Prices. Hamas’s terrorist attack on southern Israel on October 7th was a well coordinated attack likely orchestrated by Iran. The first phase was the breakout of Gaza, then the attack by land, sea and air against military and civilian locations.
SER: October 26, 2023 – 2. Energy Market Update Read More »
Previous Index Next Coverage list Energy & Energy service companies • price as of October 19, 2023 *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 26, 2023 – 3. 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 26, 2023 – 4. Action Alert Lists Read More »
Previous Index Next Josef’s Notes Recent action or company discussion We now hold seven positions as we harvested two of our holdings that are being taken over. We sold out fully our positions in CWC Energy Services and that of Pipestone Energy. We took some profits in Trican after its very strong performance in the
SER: October 26, 2023 – 5. Ownership Disclosure List Read More »
Weak European Economic Data Knocks Off US$5/b From The Israel/Hamas War Premium. Global Economic, Political & Military Update The focus in the Middle East is on hostage releases with Qatar playing a major role in negotiating hostage releases in return for food, medicine, water and fuel being allowed in via Egypt’s Rafah crossing. Daily needs
Eye on Energy: October 25 Read More »
