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 »
Middle East War Lifts Crude Prices US$5/b Over The Last Week. Fundamentals Don’t Justify Oil Prices This High. Global Economic, Political & Military Update The eyes of the world are focused on the Middle East after the massive terrorist attack and invasion by Hamas in southern Israel that killed 1,400 and saw the abduction of
Eye on Energy: October 18 Read More »
Report Navigation Welcoming Comments 1. Stock Market Overview Market Decline Underway. 2. Energy Market Update WTI Crude Plunges As US Consumption Declines. 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. Welcoming Comments The
Schachter Energy Report: October 13, 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 more speculative
SER: October 13, 2023 – 1. Stock Market Overview Read More »
