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Josef Schachter wraps up today with his outdated targets and investing strategy for the energy sector.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.

Weekend Show – Sat 28 Dec, 2019

Hour 1 – The Best Investments In 2019 and Stocks To Watch For 2020
Full First Hour

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.

Jesse Felder
Joe Mazumdar
Josef Schachter

Weekend Show – Sat 30 Nov, 2019

Hour 1 – A Focus on Resource Stocks and Building a Hit List For Tax Loss Selling
Full First Hour

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.

Exclusive Company Interviews and Commentary This Week


Segment 1 and 2 – Jesse Felder
Segment 3 – Josef Schachter
Segment 4 – John Kaiser

Chris Temple from The National Investor – Wed 27 Nov, 2019

A close look at the oil sector – Price, Supply/Demand, and Major Players That Will Drive 2020

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.

Click here to visit Chris’s website and read over his 2020 outlook article.

Chris Temple from The National Investor – Thu 24 Oct, 2019

A Look At Some Of The Weaker Markets – Energy and Uranium

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.

Click here to visit Chris’s site and take advantage of his current 2 for 1 special.

Ed Moya – Senior Market Analysts at OANDA – Tue 22 Oct, 2019

Recapping the Canadian Election Results and The Continued Shift Towards Risk On

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.

Click here to visit the OANDA website and follow along with what Ed is writing.

Weekend Show – Sat 12 Oct, 2019

Hour 2 – A Full Hour For Resource Investors!

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.

Click here to listen to the first hour that focuses on major markets and the near term recession fears.

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.

Joe Mazumdar
Brien Leni
Josef Schachter