Josef Schachter – Energy Analyst – Wed 6 May, 2020

Oil Market Update – Recapping recent earnings form major producers

Josef Schachter joins me to recap the recent earnings (or lack there of) out of the oil sector. Many major producers have cut or eliminated their dividends but I get Josef to comment on the companies he thinks have safer dividends. We also look to the end of the year in terms of drivers for oil.

Click here to sign up for Josef’s free new report – Eye On Energy. It will keep you up to date on the fundamental data for oil.

Upcoming Webinar – May 8th @ 12pm PDT (3pm EDT) – TriStar Gold. The Company owns 100% of the Castelo de Sonhos gold project, located in Pará state, Brazil. The Company has recently completed a US $8 million finance with Royal Gold Inc. with proceeds used to advance the project to completion of a feasibility study in 2020.

Click here to sign up for free and have first access to the live recording.

Josef Schachter – Energy Analyst – Wed 6 May, 2020

Oil Market Update – Recapping recent earnings form major producers

Josef Schachter joins me to recap the recent earnings (or lack there of) out of the oil sector. Many major producers have cut or eliminated their dividends but I get Josef to comment on the companies he thinks have safer dividends. We also look to the end of the year in terms of drivers for oil.

Click here to sign up for Josef’s free new report – Eye On Energy. It will keep you up to date on the fundamental data for oil.

Upcoming Webinar – May 8th @ 12pm PDT (3pm EDT) – TriStar Gold. The Company owns 100% of the Castelo de Sonhos gold project, located in Pará state, Brazil. The Company has recently completed a US $8 million finance with Royal Gold Inc. with proceeds used to advance the project to completion of a feasibility study in 2020.

Click here to sign up for free and have first access to the live recording.

Josef Schachter – Energy Analyst – Wed 25 Mar, 2020

Oil Commentary – Oil being attacked from both the supply and demand side

Josef Schachter joins me for another look into the depressed oil sector. Being attacked on the supply (from the shutdown in may cites and countries) and demand side (from the Saudi and Russian price war) there are a lot of headwind to hold price down. We discuss possible ranges that oil will trade in and the companies Josef thinks will be the winners when the outlook brightens.

Click here to learn more about Josef’s newsletter.

Josef Schachter – Energy Analyst – Mon 9 Mar, 2020

A Focus On The Crash In Oil – A Little History and Stock Comments

Josef Schachter joins me today for comments on the oil sector and provides a little history on the Saudi-Russia alliance that has broken down. We also discuss the moves in oil shares and the possible opportunity it presents to anyone with some cash to deploy.

Click here to visit Josef’s website and learn more about his newsletter.

Josef Schachter – Energy Analyst – Thu 27 Feb, 2020

Energy Sector Update – Look at the yields of some of the largest energy companies

Josef Schachter joins me today to address the continued drop in energy assets including oil. The stocks are dropping as well and some of the largest companies have dividend yields of 8% and higher. I am seeing an opportunity in these stocks but it’s very important to do some digging into the financials. Josef shares what he looks for when doing his due diligence.

Click here to visit the Schachter Energy Report website to follow along with the stocks Josef is covering.

Josef Schachter – Energy Analyst – Thu 30 Jan, 2020

An energy market overview with a couple companies to watch in the near term

Josef Schachter wraps up today with his outdated targets and investing strategy for the energy sector. We discuss how the black swan events this month have impacted the market and changed some of his projection. Even with a lower short term outlook there are still opportunities for investors to take positions in strong companies at lower prices.

Click here to find out more about Josef’s newsletter. It’s well worth your time if you are interested in investing in energy stocks.

Josef Schachter – Energy Analyst – Wed 30 Oct, 2019

How the recent Canadian Election will impact the Canada energy sector

Josef Schachter, Founder of The Schachter Energy Report joins me to share his thoughts on how the results of the Canadian election will impact the already depressed Canadian energy sector. After attending Josef’s recent conference two weeks ago it really hit home just how depressed the share prices are in major companies and the whole way down to the smaller companies. We discuss some of the larger companies and what Josef sees in terms of opportunities.

Please email me at Fleck@kereport.com if you would like more info on Josef’s newsletter.

Josef Schachter – Energy Analyst – Thu 14 Mar, 2019

Natural Gas Report – Surprisingly Bullish

Below is a recap of the recent EIA report for natural gas. Josef Schachter, President of the Schachter Energy breaks down the EIA report and what it means for the market. I typically only post some of these reports but Josef reached out to me and specifically said this was an important one.

Here’s his breakdown…

We had a whopper of a draw today and this is one of the largest we have seen near the end of winter ever.

  • This week saw a draw of 204Bcf compared to the five year average draw of 110Bcf and of 93Bcf last year.
  • Storage is now at 1.186Tcf down 32.4% from the five year average of 1.755Tcf and last years 1.545 Tcf or down 23.2%.
  • The biggest draw was in the South Central area which saw a draw of 88Bcf. This is what we wanted to see. If cold weather gets down to Texas it means a lot of consumption as insulation is not used widely.
  • With 3-6 weeks left in drawdowns it is now likely that we may close the withdrawal season below 1Tcf.
  • Last year in this week we saw a draw of 86Bcf and the five year average draw for this week is 67Bcf.
  • I expect a higher draw than last year when the data comes out next Thursday.

Natural gas prices have stayed at around the US$2.80/mcf area and AECO has backed off to $2.70/mcf. The hedge and commodity funds remain long oil an short natural gas futures. We need the general stock market to weaken and then margin calls across asset classes should drive oil prices downward and natural gas prices upward as they did in Q4/18.

Click here to visit the Schachter Energy Report website for more of Josef’s comments.

Josef Schachter – Energy Analyst – Fri 15 Feb, 2019

Energy Update – Breaking Down The OPEC and EIA Reports

Josef Schachter, Founder of the Schachter Energy Report has quickly become my go to for independent analysis on the energy sector and the underlying stocks. I bring him back on today to breakdown the OPEC and EIA reports that were released this week. With OPEC cutting production this is bullish for the oil price however some of the data in the EIA report had to temper that bullishness.

Click here to visit Josef’s site and consider signing up for his newsletter if you are an investor in the energy sector.