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.
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.
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.
Josef Schachter wraps up today with his outdated targets and investing strategy for the energy sector.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.
I hope everyone had a very Merry Christmas, Happy Hanukkah, or whatever you wish to celebrate. For a week that was supposed to be slow for the markets we saw some impressive moves over the 4 trading days.
In this weekend’s show I focus on recapping the top investments and strategies our guests employed throughout the year. More importunately we also look ahead with predictions on US markets, yields, and the metals sectors.
Please keep in touch by emailing me at Fleck@kereport.com. I love hearing from all of you and wish you all a very happy New Year!
- Segment 1 – Jesse Felder kicks off this hour with what he says was the biggest story in 2019 – the Fed turnaround. As for 2020 we assess the energy market, the possibility of a recession, and his investing strategy starting the year.
- Segment 2 and 3 – Joe Mazumdar joins me for two segments outlining the best resources stocks he followed in 2019 and what he is looking for in terms of different metals and companies in 2020.
- Segment 4 – Josef Schachter wraps up the first hour with a focus on the energy markets. We look ahead to 2020 in terms of what will drive the overall sector and what stocks are set up to best benefit.
I hope everyone had a very happy Thanksgiving down in the US!
On the first hour I focus on the resource sector. Topics range from metals to energy and thoughts on the two multi-million to billion dollar deals in the resource sector. Please keep in touch by emailing me at Fleck@kereport.com.
- Segment 1 and 2 – Jesse Felder kicks off the show by sharing some of his research on the cannabis stocks answering the question; are these stocks finally trading at value levels. We also discuss the gold market and what will be the major driver in 2020. Click here to learn more about The Felder Report.
- Segment 3 – Josef Schachter joins me for a close look at the energy sector. He shares the stocks that he is watching and adding to his portfolio as we progress through tax loss selling. Click here to visit Josef’s site and learn more about his newsletter.
- Segment 4 – John Kaiser wraps up the first hour by looking at the Kirkland Lake deal to acquire Detour Gold and Newmont offloading the Red Lake Gold Mine to an Australian company. Click here to learn more about John’s service – Kaiser Research.
Exclusive Company Interviews and Commentary This Week
- John Rubino – Big news out of Kirkland Lake and Detour Gold. Also comments on Great Bear and Novo
- Goldplay Exploration – More Information On The Recent High Grade Silver Results At The Nava Target
- Brien Leni – It’s time to get your tax loss selling hit list ready – Here’s what we are considering for Zinc Stocks
Chris Temple kicks off today by focusing on the energy sector and more specifically oil. The oil sector has been boring all year after peaking in late April at $66/barrel and trading in a range the rest of the year. We look at the supply/demand metrics as well as discuss the balance of power that has shifted int he past few years. No longer just an OPEC news driven market now that the US plays a bigger role. However we need to be aware of potential bankruptcies of US companies that could shake the sector.
After Chris and I chatted yesterday focusing on some of the opportunities he sees in the market we shift our focus today to some of the more beaten down sectors. We start with a couple comments on the Fed continuing to inject money into the repo market and then quickly shift to the energy and uranium sectors. If you want to be a true contrarian then these areas should catch you eye with how low the share prices are.
Ed Moya kicks off today by sharing his thoughts on the Canadian election results and what that means for the Canadian economy and monetary policy in Canada. We also comment on the US markets and general shift we have seen toward more risk on assets.
The full second hour is dedicated to all of you resource investors! I chat gold, silver, copper, battery metals, and oil. Please update me with any companies that cross your radar. My email is Fleck@kereport.com.
I hope everyone in Canada has a happy Thanksgiving and you all enjoy this weekend’s show!
- Segment 1 & 2 – Joe Mazumdar, Editor of Exploration Insights joins me for a discussion on the environment in Peru for exploration companies and what he thinks is the best investment strategy. We also dive into the copper market.
- Segment 3 – Brien Leni, Editor at the Junior Stock Review website chats about investor interest in precious metals compared to the base and battery metals.
- Segment 4 – Josef Schachter, Editor of the Schachter Energy Report updates us on the oil . We discuss the recent price moves and the stocks he thinks will be the best investments this winter.