Stock Opinions by Josef Schachter - Stockchase Experts
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Josef Schachter @

On Stockchase since : Aug 2003

President at Schachter Asset Management

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Stock Opinions by Josef Schachter - Stockchase Experts

Signal Opinion Expert Chart
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General Market Comment 

December 17, 2018

Market. No utilities or infrastructure. He thinks we have seen a nasty tax loss selling season and that it is almost over. The market is at a pivotal level. There is a draining of liquidity on the Fed balance sheet as they let investments roll off. He watches the VIX. At market lows it goes to the 40-50 range. It went to 50.3 recently. 1987 we went up to 80-90% on the VIX. There are bargains out there but the key thing is that everything is on sale, both good and bad companies. You have to find the good companies. He sees a 5 year bull market.
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Market. No utilities or infrastructure. He thinks we have seen a nasty tax loss selling season and that it is almost over. The market is at a pivotal level. There is a draining of liquidity on the Fed balance sheet as they let investments roll off. He watches the VIX. At market lows it goes to the 40-50 range. It went to 50.3 recently. 1987 we went up to 80-90% on the VIX. There are bargains out there but the key thing is that everything is on sale, both good and bad companies. You have to find the good companies. He sees a 5 year bull market.
Unknown
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.000
Owned Owned
_N/A

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STRONG BUY
SDX Energy Inc(SDX-X) 

December 17, 2018

They announced results a week ago with production up. The balance sheet is in good shape, they have no debt, and production is up. Next year they will bring another discovery online (Q2). The stock is quite cheap. It is on his action alert buy list.
oil/gas
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They announced results a week ago with production up. The balance sheet is in good shape, they have no debt, and production is up. Next year they will bring another discovery online (Q2). The stock is quite cheap. It is on his action alert buy list.
oil/gas
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.690
Owned Owned
Yes

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STRONG BUY
Tourmaline Oil Corp(TOU-T) 

December 17, 2018

It is the classic premier story. They are doing over $4 a share in cash flow. Liquids volumes are increasing. It is on his action alert buy list. (Analysts’ price target is $34.00)
oil/gas
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It is the classic premier story. They are doing over $4 a share in cash flow. Liquids volumes are increasing. It is on his action alert buy list. (Analysts’ price target is $34.00)
oil/gas
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$16.220
Owned Owned
Yes

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DON'T BUY
Obsidian Energy(OBE-T) 

December 17, 2018

He is watching it but it is not on his list right now. They are not experiencing very good growth right now. Their debt keeps going up. There are better names with more upside of growth.
oil/gas
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He is watching it but it is not on his list right now. They are not experiencing very good growth right now. Their debt keeps going up. There are better names with more upside of growth.
oil/gas
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.590
Owned Owned
Unknown

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N/A
General Market Comment 

December 17, 2018

Oil supply and demand. Supply keeps growing year after year. He thinks supply and demand will be be kept tight. He thinks we may see $80 oil in 2020.
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Oil supply and demand. Supply keeps growing year after year. He thinks supply and demand will be be kept tight. He thinks we may see $80 oil in 2020.
Unknown
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.000
Owned Owned
_N/A

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BUY
Delphi Energy Corp.(DEE-T) 

December 17, 2018

It is very cheap. Q3 they had issues with facilities. They are now resolved. It is trading at 2 times 9 months cash flow. Markets are throwing companies away indiscriminately through tax loss selling season.
oil/gas
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It is very cheap. Q3 they had issues with facilities. They are now resolved. It is trading at 2 times 9 months cash flow. Markets are throwing companies away indiscriminately through tax loss selling season.
oil/gas
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.380
Owned Owned
Unknown

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WATCH
Blackbird Energy Inc(BBI-X) 

December 17, 2018

They are going to merge with a private company. He likes the company. Liquids are more than half the volumes of the company. He has not completed his homework.
Energy
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They are going to merge with a private company. He likes the company. Liquids are more than half the volumes of the company. He has not completed his homework.
Energy
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.195
Owned Owned
Unknown

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BUY
It has been ignored by the street. It is an 8.4% secure dividend yield. Equity is $16 a share.
oil/gas
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It has been ignored by the street. It is an 8.4% secure dividend yield. Equity is $16 a share.
oil/gas
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$4.060
Owned Owned
Unknown

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WATCH
Petrus Resources Ltd(PRQ-T) 

December 17, 2018

They have two plays. It is pressured because of debt load. Production came down in the third quarter and should now increase. They should knock debt down with the sale of two non-core assets next year. It needs a catalyst before the market will revisit this story.
oil/gas
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They have two plays. It is pressured because of debt load. Production came down in the third quarter and should now increase. They should knock debt down with the sale of two non-core assets next year. It needs a catalyst before the market will revisit this story.
oil/gas
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.550
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Dec 18/17, Down 63%) All the natural gas stocks have been suffering. All of these companies have debt loads and suffer at these prices. But storage is coming down rapidly. The next cold spell will drive gas prices up. Be bought stock last week. A year from now all three of these names should look really good. They have positive cash flow because they have firm hedges.
oil/gas
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(A Top Pick Dec 18/17, Down 63%) All the natural gas stocks have been suffering. All of these companies have debt loads and suffer at these prices. But storage is coming down rapidly. The next cold spell will drive gas prices up. Be bought stock last week. A year from now all three of these names should look really good. They have positive cash flow because they have firm hedges.
oil/gas
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.750
Owned Owned
Yes

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PAST TOP PICK
Bonavista Energy Corp(BNP-T) 

December 17, 2018

(A Top Pick Dec 18/17, Down 47%) A year from now all three of these names should look really good. They have positive cash flow because they have firm hedges. Be bought stock last week.
oil/gas
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(A Top Pick Dec 18/17, Down 47%) A year from now all three of these names should look really good. They have positive cash flow because they have firm hedges. Be bought stock last week.
oil/gas
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.020
Owned Owned
Yes

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PAST TOP PICK
Birchcliff Energy Ltd.(BIR-T) 

December 17, 2018

(A Top Pick Dec 18/17, Down 28%) It is ridiculously cheap. The balance sheet is very good. A year from now all three of these names should look really good. They have positive cash flow because they have firm hedges. Be bought stock last week.
oil/gas
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(A Top Pick Dec 18/17, Down 28%) It is ridiculously cheap. The balance sheet is very good. A year from now all three of these names should look really good. They have positive cash flow because they have firm hedges. Be bought stock last week.
oil/gas
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.860
Owned Owned
Yes

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DON'T BUY
Precision Drilling(PD-T) 

December 17, 2018

He hoped they would merge with TDG.UN-T. He had TDG.UN-T on his action alert buy list. Now you have to decide what to do. PD-T is paying down debt but it is still high. The balance sheet is strained The stock price is now washed out enough that he is taking a little bit more positive view of this stock.
oil/gas field services
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He hoped they would merge with TDG.UN-T. He had TDG.UN-T on his action alert buy list. Now you have to decide what to do. PD-T is paying down debt but it is still high. The balance sheet is strained The stock price is now washed out enough that he is taking a little bit more positive view of this stock.
oil/gas field services
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.450
Owned Owned
Unknown

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COMMENT
Husky Energy(HSE-T) 

December 17, 2018

They are pursuing MEG energy but they are not that receptive. HSE-T stock has retreated. He thinks they will win this. They have refining capacity.
oil/gas
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They are pursuing MEG energy but they are not that receptive. HSE-T stock has retreated. He thinks they will win this. They have refining capacity.
oil/gas
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$14.750
Owned Owned
Unknown

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STRONG BUY
He likes it. The stock is quite cheap. It is on his action alert buy list. They have been buying back shares at $3. Now it is $1.16. It is being thrown out. He thinks it will benefit from the recovery. They now really have no debt. This stock could have a massive recovery in 2019 when the industry sees some daylight.
oil/gas field services
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He likes it. The stock is quite cheap. It is on his action alert buy list. They have been buying back shares at $3. Now it is $1.16. It is being thrown out. He thinks it will benefit from the recovery. They now really have no debt. This stock could have a massive recovery in 2019 when the industry sees some daylight.
oil/gas field services
0 0 0 0 0
0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.140
Owned Owned
Unknown

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