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Josef Schachter , President

Schachter Asset Management


Date Signal Chart Symbol Company Opinion Price
2014-04-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Iraq increased production in February.  They still have more to bring online.  We needed the extra capacity during those winter months, but now that we are in the shoulder season they need to cut back or there will be a glut.  He is predicting a price decline.  We have not yet seen a correction in the WTI yet.  Nat Gas: now there is too little inventory.  We should get through a normal winter with $5 gas, but if we have another cold winter, we could see spikes to $7-$8 in Nat Gas.  Buy Nat Gas stocks in Q4 this year.


Price:
$0.020
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
_N/A
2014-04-14 WAIT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Nat. Gas Service Companies.  There is going to be a better buying opportunity in the third quarter in this sector.  In 2016/17 we will see the industry running at record rates.


Price:
$0.020
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
_N/A
2014-04-14 BUY on WEAKNESS Must be logged in to use chart BNK-T Bankers Petroleum

Great management.  They are going to put in new pipelines and lower the cost. 


Price:
$5.480
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2014-04-14 PAST TOP PICK Must be logged in to use chart CASH CASH

(Top Pick May 21/13, Flat)


Price:
$0.010
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2014-04-14 TOP PICK Must be logged in to use chart CASH CASH

Keep 20-25% cash in oil weighted part of portfolio.  We could have a 20-30% correction.  There will be another great buying opportunity soon.


Price:
$0.010
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2014-04-14 BUY on WEAKNESS Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Has done well.  About a third Nat Gas and two thirds oil.  Under $40 it would be a great buy for the long term. 


Price:
$43.310
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2014-04-14 BUY on WEAKNESS Must be logged in to use chart COS-T Canadian Oil Sands

They are driving down the costs the right way.  This is a core name for investors.  It makes sense at $20. 


Price:
$22.690
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2014-04-14 BUY on WEAKNESS Must be logged in to use chart CVE-T Cenovus Energy

Oil sands volumes were up, but conventional volumes were down.  Nat Gas volumes were down, too.  Was a disappointment to the street.  The issue has been their recovery rates.  Balance sheet is in good shape, though.  Makes sense to investors in high $20s to $30.


Price:
$31.910
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2014-04-14 HOLD Must be logged in to use chart DEE-T Delphi Energy Corp.

Have done a great job.  They have a big core area.  Went from air based fracks to water based fracks.  Thinks it is getting fully valued at this time.  You might get a better buying opportunity in the fall.  10 times cash flow.  He just lowered from buy to hold.


Price:
$2.990
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2014-04-14 BUY on WEAKNESS Must be logged in to use chart GTE-T Gran Tierra Energy Inc.

Focused in Columbia, Argentina, Peru and Brazil. Potentially a fourth quarter story when they drill some more wells.  Buy at $5.


Price:
$8.360
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2014-04-14 BUY on WEAKNESS Must be logged in to use chart HSE-T Husky Energy

Has done well.  Just brought on their new discovery.  Balance sheet in great shape.  In the low $30s it is a buy.  The dividend has increased over time.  They could raise it as they generate more cash flow.  Makes a lot of sense for conservative investors.


Price:
$34.930
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2014-04-14 TOP PICK Must be logged in to use chart LRE-T Long Run Exploration

(Top Pick May 21/13, Up 31.81%) They made another acquisition last week.  They went into a dividend model, but they aren’t paying out that much of their cash flow.  50% Nat Gas.  Raised their dividend to 7.44% late last year and he thinks the dividend could be increased again in 2015.


Price:
$5.440
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2014-04-14 PAST TOP PICK Must be logged in to use chart NKO-T Niko Resources

(Top Pick May 21/13, Down 62%) The big problem is that they were supposed to get a price increase in India that would allow an increase in production.  The problem was that there was an election going on so they removed the price increase for the election.  They have started selling non-core assets.  He thinks they will do other deals.  Once they resolve balance sheet issues, the story will wake up.  Wait for the politics to resolve and cash flow to go up.


Price:
$2.300
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2014-04-14 SPECULATIVE BUY Must be logged in to use chart PMI-X Petromanas Energy Inc.

$60 Million of cash, 8 cents per share.  They are drilling deep wells and spending a lot to drill them.  Has potentially 100s of millions of barrels of production to come.  We should know in July on one well and end of year on another.  Buy it on weakness.


Price:
$0.210
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
No
2014-04-14 BUY on WEAKNESS Must be logged in to use chart SDX-X Sea Dragon Energy Inc.

Egypt.  No debt.  Potentially drilling at the end of the year a high impact play.  They have another play they are doing 3D seismic on this year and could start drilling in 2015.  They have upside, but it will be quiet for the next 6 months.


Price:
$0.075
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 945 entries
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