How do I register for, and attend, a Black Gold Webinar?2018-03-01T10:34:44+00:00

Josef’s quarterly Webinars are a perk available to Black Gold members only.

What are Webinars?

Webinars (“Web Seminars”) are presentations you can watch live, allowing you to interact with the presenter in real-time. You can also review Webinars later in a recorded format (here is Josef’s archive of past Webinars). You can also view the events calendar to see when the next Webinar is scheduled.

How do I register?

A few days before a Webinar is scheduled, a message will be mailed to Black Gold members with a registration link. When members click the link, they are forwarded to the GotoWebinar site to register with their name and e-mail address.

There is an option to add the event to your calendar and we recommend you do this, to avoid missing the scheduled time!

Register with your name and e-mail address

You’ll receive an e-mail with instructions

How do I attend and participate?

The e-mail contains detailed instructions on how to connect to the Webinar, including audio options.

Since the Webinar is a live event, you need to click the link to join the Webinar at the time it is scheduled, at which point you will be added to the audience of the live event as it begins. Audio is one-way, from the presenter to the audience – viewers are muted, and anonymous to one another. To ask questions, you can submit text in a chat window privately to the moderator, who will present those questions to Josef live.

A reminder is sent shortly before the Webinar to help you remember!

We hope you enjoy this perk of your Black Gold membership.

How do I upgrade my subscription?2018-12-03T09:13:19+00:00

Upgrading your current subscription to Black Gold Service can be processed at any time. All upgrades are charged a prorated fee based on how long you have had your current subscription and the remaining time left in your subscriptions. At the time of upgrade, you will be only charged the prorated fee. You will be charged the annual Black Gold Service fee upon renewal of your subscription.

To upgrade your current subscription, please follow these steps:

  1. Log in to your account using your credentials.
  2. Visit the “My Account” page.
  3. Under My Subscriptions, click the green Change Subscription button next to your active subscription.

You will be taken through the upgrade process to complete your payment and confirm the upgrade.

What are the Action Buy/Sell Alert Policies?2018-01-03T10:39:11+00:00

What are the Action Buy/Sell Alert Policies?

Our Black Gold Subscribers are paying a premium for timely Buy and Sell Action Alerts, monthly Interim Reports, and Quarterly Webinars. In our agreement we provide Action Alerts to them exclusively for a Five Business Day window, the same as required by regulators for research reports by Investment Firms.  For SER subscribers who realize they want this timely and actionable information, please visit your Account to upgrade to Black Gold.

SER Subscribers had initially been promised access to the ‘Action List’ which was to be published in the next Schachter Energy Report after the Five-Day window.  An ‘Action List’ is a summary of the names on the Recommended Buy (or Sell) List for which an Action Alert has been issued. The purpose of the Action BUY and SELL Lists is to track the performance of Josef’s recommendations. It will be updated and published each month in the Schachter Energy Report. In addition, the most current Action Lists can be found under the top menu REPORTS > Action Alert Lists, in the same way as the Coverage List is available.  Our first Action Buy List was published today and is available at Action Alert Lists.

Having sent out our first Action Alerts in December, we realized that this practice could leave our SER subscribers without this important information for up to a month. To provide SER subscribers with more timely information about the companies on the Action List, without compromising the integrity of the BG Action Alert Service, we intend to add this information to the Action List on the Sixth Business Day after a BG Action Alert is issued and send an email notice to SER subscribers that same day. The sixth day is also when SER Directors, employees and immediate family members may purchase these stocks.   If this is not enough advance information for those SER subscribers who may be more active investors, we recommend that you upgrade to the Black Gold Service through your Account.

We reserve the right to use any name on our Coverage List as a “TOP PICK” or to disclose individual names on our Action Lists while on BNN or in other publications, provided it is not within Six Business Days of an Action Alert being issued on that company.  This chart helps explain the timing:

A message from Josef Schachter

January 3, 2018
Remember, our ability to recommend stocks and have them react positively is one of the added values we bring to the table. So far, the stocks we recommended have done well for those who reacted right away. A few of the names have already rebounded over 25% in just this short while as you will see on the Action Alert List page.
BG Action Buy/Sell Alert Issued Day 1 Day 2 Day 3 Day 4 Day 5 Day 6:
SER Notice, Action Lists Page Updated
Day 7: Earliest Public Mention

How can I follow Josef on Twitter?2017-08-30T11:03:06+00:00

Twitter is a social media website where 140 character messages, “tweets,” are displayed in real time. Josef’s tweets are pulled into the website on the front page and some other locations, but if you are a user of twitter, you can have him on your twitter feed by following him.

If you just want to see Josef’s Twitter Feed

Visit it directly at:

If you want to use Twitter and follow Josef (and others)

  • Go to to and register a new account.
  • Visit and you will see a “follow” button:

  • Click Follow and now, when you visit your Twitter home page, you will see all of Josef’s tweets.
  • To add other people, click on Find people in the top right menu.
  • Type in a username or a first or last name in the search box and click Search.
  • When you find the person you are looking for click Follow on the right side of their name.
  • The “Follow” button should change to say “Following” with a check mark and then their status updates (tweets) will show up on your Twitter home page from now on.
  • If the “Follow” button changes to “Pending” then the person has set limits on who can follow them and you have to wait to be approved.
How do I cancel my order?2018-01-10T17:06:57+00:00

Refunds are not offered, but cancellations can be processed at any time.

To cancel your subscription, please follow these steps:

  1. Log in to your account using your credentials.
  2. Visit the My Account” page
  3. Under My Subscriptions, click Cancel next to your active subscription.
  4. Click OK to confirm the cancellation.

Your subscription will be marked as “Pending-Cancellation”. This status means you will not be charged but allows you to retain your access until your paid subscription has fully run its course. When the subscription term has finished, the status will switch to “Canceled”, and you are not charged.


How can I increase the font size in my browser?2017-06-21T12:50:23+00:00

If you find the text on the Schachter Energy Report (or any website) too small to comfortably read, all browsers can adjust font size through browser settings. Here are instructions for Chrome, our recommended browser, as well as Internet Explorer and Firefox.


  1. Use the three dots settings menu in the upper right hand of the browser.
  2. You will see a zoom choice, with a plus and minus to choose your zoom level.

Internet Explorer

  1. Use the ger settings menu in the upper right hand of the browser, under the minimize, maximize, and close icons.
  2. You will see a zoom choice in a submenu, with a choice to select a custom level of zoom.


  1. Use the three lines settings menu in the upper right hand of the browser.
  2. You will see a zoom choice, with a plus and minus to choose your zoom level.

Some further instructions for less common browsers is available here.

Anatomy of the Schachter Energy Report2017-07-24T16:25:55+00:00

The Schachter Energy Report is a members only, monthly report on market events and trends, as well as various covered companies. The archive is available to logged-in members under the “Reports” menu item on the website. As with all reports, click any image to enlarge it.

Navigating the Schachter Energy Report

The Schachter Energy Report always has three pages, under this subnavigation header:

The current page is highlighted in a darker colour to show which is selected. Below are details of the subject matter of each of these sections.

1. Market Overview

Josef provides a welcome and introduction on the first page, and then takes a detailed overview through the global market conditions and events that are combining to create values and projections in the energy market.

2. Company Coverage

As the monthly Schachter Energy Reports continue, each issue will cover several more companies until we reach a list of approximately 20-25 which meet our coverage criteria. The current coverage list will be updated in each issue, and the most recent list will reside on the Company Coverage page.

3. Summaries & Q&A

This last page shows summary tables and provides a platform for Josef to respond directly to Q&A from Schachter Energy Report members who have sent in questions to

Footer Navigation

When you get to the bottom of each page, there is a footer menu that allows you to navigate forwards or backwards through the pages. It looks like this:

Other Fast Facts

Here are some other fast facts:

  • Schachter Energy Reports are published once a month, usually in the last week of the month
  • You access your reports digitally – we send a notification e-mail, you sign in and view. Make sure “” is on your safe senders list (instructions to whitelist e-mails for various mail programs can be found at the link).
  • Your user name was sent to you during your registration process. Make sure to remember your password! If you need it, you can use the “forgot my password” process on the log in page.
How do I make sure I’m getting my Schachter Energy Report E-mails?2018-12-11T08:55:05+00:00

To ensure you are getting your important, timely messages from the Schachter Energy Report, please ensure that the e-mail address “” and “” is whitelisted in your mail program. Whitelisting (or adding an address to a “safe senders list”) ensures messages from the Schachter Energy Report are not perceived as spam.

Here’s a tutorial on whitelisting from Campaign Monitor, our mail delivery system. It covers instructions for the following mail programs:

  • Apple Mail (OS X and iOS devices)
  • Outlook 20xx
  • Yahoo! Mail
  • Gmail (Webmail and mobile)
  • Android (Default client)
  • Windows Live Desktop>
  • AOL Mail

Hotmail users should ensure they click “it’s not spam” if messages are appearing in the spam folder:

Walkthrough: Subscription Check-out Process2017-07-24T16:26:03+00:00

This walkthrough will show you what to expect after you have reviewed and chosen your subscription and added it to your cart. To complete purchase, you must complete the one-page checkout process.

Step 1

We ask you to provide all personal information in the first section. Every field marked with an asterisk is required. Thanks for letting us know where you heard about the Schachter Energy Report!

Please note that in the password field, you are choosing the password you are going to use going forward. Make sure it is something you can remember! It must be more than eight characters. If you forget your password, here are the instructions to retrieve it.

Step 2

A summary is then shown, showing the charges, and the renewal date. Renewals are automatic. (If required, here are the instructions to cancel a subscription.) The example shown is an annual Schachter Energy Report subscription. Whatever subscription you have chosen will be displayed here; there is nothing to do in this section but review and ensure it is correct.

Step 3

At this stage, you choose what payment method you prefer. For PayPal, you need a PayPal account. For Credit Card, you don’t need an account, you just add your number in a secure pop-up.

You must also agree to the Terms & Conditions to proceed.

Step 4

Process through the payment method of your choice. When you have successfully purchased, you will receive e-mailed receipts, and you will see a version of this screen with your details:

Log in and View Reports

The e-mails sent to you after your purchase include information on how to log in with your user name, and the password you set during your purchase. View your account or go right to Reports!

I’ve lost my password. How can I reset it?2017-06-06T13:55:02+00:00

First, make sure you are already logged out of the system. Visit the log-in page, and you will see a “Lost your password?” link, as shown. Click it, and an e-mail will be sent to you which allows you to reset your password.

How do I buy a subscription for someone else?2017-06-01T10:28:11+00:00

First, the purchaser (“Purchaser”) must log out of their current account. Then, they follow the same process as registering for a subscription, but create an account for the intended recipient (“Recipient”).

    1. 1. Go to Subscriptions
    1. 2. Purchase new subscription
    1. 3. Enter e-mail address and contact information for the Recipient
    1. 4. Enter billing address information and credit card information of Purchaser
    1. 5. Submit order

An account will be created for the Recipient, but billing information will in be the Purchaser’s name. To change billing after purchase, the Recipient will need to update billing information.

It says content is restricted, but I’m a member. How can I access my content?2017-05-12T12:23:29+00:00

Due to a plugin interaction, some accounts have been caching and incorrectly blocking user access. If you are having any issues with your access to the Schachter Energy Report restricted pages, please try clearing your cache using the following instructions:

If you have any other issues or questions, please contact support.

When are the Schachter Energy Reports issued?2017-03-30T14:34:46+00:00

The Schachter Energy Report comes out at the end of every month.

Can I share my password with someone else?2017-03-20T12:33:58+00:00

No. Please do not share your username or password with anyone. If we discover that you are abusing your access privileges we may cancel your online access without notice. Unauthorized use of your Username and Password is strictly prohibited.

Can I print the Schachter Energy Reports, Interim Updates and Action Alerts or other Special Reports?2017-08-09T10:48:08+00:00

Subscribers may use browser printing tools to print any report, update, or alert, provided it is for your own personal use and that you respect all copyright restrictions regarding non-distribution of the content you print from this website.

For a better formatting experience, we recommend using the Print Friendly browser extension that allows you to create PDFs or print your document. Within this extension, you can remove unwanted content to help you print your document.

Here is the link to Print Friendly browser extension:

When are the Schachter Energy Report Webinars going to be held?2017-03-30T14:35:34+00:00

Webinars will be held once a quarter.  You will receive an invitation to the webinar in advance and an e-mail reminder beforehand.

When are the Schachter Energy Report: Black Gold Action Alerts issued?2017-03-20T12:31:43+00:00

Action Alerts are time sensitive.  When any company listed on our Coverage List hits a pre-established target level we will issue an Action Alert to your e-mail address.  You need to log in to your account to view the Alert and then determine what action, if any, you wish to take.

When are the Schachter Energy Report: Black Gold Interim Updates issued?2017-03-20T12:34:49+00:00

The intention is to issue the Interim Updates midway between the monthly newsletters, however if there is some material information that is time sensitive regarding any company on our Coverage List, we may send an update as soon as that information is available.

How can I pay for my subscription?2017-03-30T14:36:46+00:00

You can purchase subscriptions via Visa, Mastercard, or debit through Paypal.

How do I renew my subscription online?2017-03-30T14:39:27+00:00

All subscriptions are set up for automatic renewal to ensure uninterrupted delivery of your newsletter (for Energy Report Subscribers), Interim Updates and Action Alerts (for Black Gold Subscribers) and Archive access. Renewal can be cancelled through your account. A few months before the end of your subscription, you will be notified it is set to renew soon.

How do I change my account information?2017-03-20T12:27:14+00:00

Once you are logged in using your existing password, you can change your e-mail address, password, and any other personal information – as well as upgrading your current subscription.

Are my username and password case sensitive?2017-03-20T12:26:09+00:00

Yes they are. Please ensure you remember your username and password exactly.

How do I log in to the Members section of

The Members section is available here. You’ll need to enter your personal Username and Password.  You can bookmark the SER login page on your computer for quick access.

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