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: September 14, 2023 – 6. Action Alert Lists Read More »
Previous Index Next Josef’s Notes Recent action or company discussion We currently hold nine positions and have added to some of our holdings during periods of market weakness. This month we added to our Touchstone Exploration position as it retreated due to market worries. We took some near-term profits in Trican as it had a
SER: September 14, 2023 – 7. Ownership Disclosure List Read More »
US Crude Production Rises To 12.9 Mb/d, The Highest This Year. Lower Fall Seasonal Demand Should Weaken Crude Prices In The Near Term. Global Economic, Political & Military Update Some of the positive and negative issues facing the US and other major economies are: For the US: The US CPI accelerated in August as gasoline
Eye on Energy: September 13 Read More »
Saudis Squeeze Oil Shorts With Plan To Extend Production Cut Of 1.0Mb/d To The End Of The Year. Global Economic, Political & Military Update Some of the positive and negative issues facing the US and other major economies are: For the US: The US banking system remains fragile as regulatory capital increases (effective October 1st)
Eye on Energy: September 7 Read More »
Report Navigation Welcoming Comments 1. Company Updates Under Review, Removed from BUY List: PIPE. Updates: TXP. 2. Quarterly Reports Review of 16 Companies’ Q2/23 Results. 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: August 31, 2023 Read More »
Previous Index Next Company Updates Key Updates on Three Covered Companies Under Review REmoved from SER Action BUY List Pipestone Energy (PIPE-T $2.21) Pipestone had production of 33,143 boe/d in Q2/23 up 8% from 30,770 boe/d in Q2/22, despite the wildfires impacting some of their production during the quarter. The mix was 59% natural gas
SER: August 31, 2023 – 1. Company Updates Read More »
Previous Index Next Quarterly reports This section covers 16 companies on our coverage list reporting their Q2/23 results. Alvopetro Energy (ALV-V) Birchcliff Energy (BIR-T) Bonterra Energy (BNE-T) Canacol Energy (CNE-T) CES Energy Solutions (CEU-T) Crew Energy (CR-T) Hemisphere Energy (HME-V) InPlay Oil (IPO-T) Journey Energy (JOY-T) Keyera (KEY-T) NuVista Energy (NVA-T) Questerre Energy (QEC-T) Southern
SER: August 31, 2023 – 2. Quarterly Reports Index Read More »
Previous Index Next Coverage list Energy & Energy service companies • price as of August 24, 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: August 31, 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: August 31, 2023 – 4. Action Alert Lists Read More »
Previous Index Next Josef’s Notes Recent action or company discussion We currently hold nine positions and have added to some of our holdings during periods of market weakness. This month we added to our Touchstone Exploration position as it retreated due to market worries.We expect to add to currently owned positions over time, to BUY
SER: August 31, 2023 – 5. Ownership Disclosure List Read More »
