Stock Opinions by Josef Schachter - Stockchase Experts
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Josef Schachter @

On Stockchase since : Aug 2003

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Josef Schachter Latest Top Picks...

Stock Opinions by Josef Schachter - Stockchase Experts


Signal Opinion Expert Chart
BUY on WEAKNESS
Whitecap Resources(WCP-T) 

August 13, 2018

39% debt to equity.  They have long life assets.  Pay a monthly dividend.  This could be an interesting story.  Book value is $7.79. Would be a buy at less than $8.00

Oil and Gas (Integrated Oils)

39% debt to equity.  They have long life assets.  Pay a monthly dividend.  This could be an interesting story.  Book value is $7.79. Would be a buy at less than $8.00

Oil and Gas (Integrated Oils)
Josef Schachter

President, Schachter Asset Mana...

Price Price
$8.400
Owned Owned
No

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WAIT

It is very cheap.  New management team is trying to rebuild their credibility because of executive compensation and stock issues.   Below $8.00 is a buy.  Book value is $16.32.  Is on their coverage list.  Has a 1 year target of $16.00.  He would not be a seller of this stock if you currently own it.

oil/gas

It is very cheap.  New management team is trying to rebuild their credibility because of executive compensation and stock issues.   Below $8.00 is a buy.  Book value is $16.32.  Is on their coverage list.  Has a 1 year target of $16.00.  He would not be a seller of this stock if you currently own it.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

Price Price
$8.210
Owned Owned
No

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DON'T BUY

Met with management within the last month.  He likes the management team and likes the land spread.  He likes the story but is waiting for a more appropriate time if the stock became a bargain.  He has other names that are more interesting at this time.

oil/gas

Met with management within the last month.  He likes the management team and likes the land spread.  He likes the story but is waiting for a more appropriate time if the stock became a bargain.  He has other names that are more interesting at this time.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.890
Owned Owned
No

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BUY
Surge Energy Inc(SGY-T) 

August 13, 2018

He likes it and is on their coverage list.  It is trading significantly below book value.  It is a very cheap stock.  Book value is $3.32.  This stock is a definite buy under $2.00.  He has a 1 year target of $ 3.70 and a 3-5 year target of $8.00.

oil/gas

He likes it and is on their coverage list.  It is trading significantly below book value.  It is a very cheap stock.  Book value is $3.32.  This stock is a definite buy under $2.00.  He has a 1 year target of $ 3.70 and a 3-5 year target of $8.00.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.250
Owned Owned
No

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BUY on WEAKNESS
Painted Pony Energy(PONY-T) 

August 13, 2018

Their debt is not a problem. Book value is $6.47.  Would be a buy if the stock price went to the low $2.00 range.  This is a stock you want to own for the long term.  When gas comes back into favour, Painted Pony is one of the go to names. 

oil/gas

Their debt is not a problem. Book value is $6.47.  Would be a buy if the stock price went to the low $2.00 range.  This is a stock you want to own for the long term.  When gas comes back into favour, Painted Pony is one of the go to names. 

oil/gas
Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.670
Owned Owned
No

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BUY on WEAKNESS

Very cheap, trading below book value. They are using their excess cash to buy back stock.  As the fracking business picks up, this stock will benefit.  This stock has a lot of upside.   He has a 1 year target of $6.00 and a 3-5 year target of $12.00.  A very attractive buy below $3.00.  

oil/gas field services

Very cheap, trading below book value. They are using their excess cash to buy back stock.  As the fracking business picks up, this stock will benefit.  This stock has a lot of upside.   He has a 1 year target of $6.00 and a 3-5 year target of $12.00.  A very attractive buy below $3.00.  

oil/gas field services
Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.950
Owned Owned
No

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TOP PICK
SDX Energy Inc(SDX-X) 

August 13, 2018

They are adding production over the next 2 quarters from discoveries already made. While the stock has tripled, production has gone up 5-6 times. He has a 1 year target of $2.00 and a 3-5 year target of $5.00. (Analysts’ price target is $ 1.36)

oil/gas

They are adding production over the next 2 quarters from discoveries already made. While the stock has tripled, production has gone up 5-6 times. He has a 1 year target of $2.00 and a 3-5 year target of $5.00. (Analysts’ price target is $ 1.36)

oil/gas
Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.950
Owned Owned
Yes

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TOP PICK

Ensign Energy has a takeover bid on Trinidad.  Ensign is trying to consolidate this business.  The current offer is $1.68 which is less than what it is trading at today.  He believes they have to come up with a much improved cash offer.  Trinidad could consolidate this business on their own.  Book value of Trinidad is $ 4.63.  Why would you let your company go for less than book value?  He doesn’t think the deal will happen.  (Analysts’ price target is $ 2.50)

oil/gas field services

Ensign Energy has a takeover bid on Trinidad.  Ensign is trying to consolidate this business.  The current offer is $1.68 which is less than what it is trading at today.  He believes they have to come up with a much improved cash offer.  Trinidad could consolidate this business on their own.  Book value of Trinidad is $ 4.63.  Why would you let your company go for less than book value?  He doesn’t think the deal will happen.  (Analysts’ price target is $ 2.50)

oil/gas field services
Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.730
Owned Owned
Yes

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TOP PICK
CASH(CASH) 

August 13, 2018

People should do their homework and find the companies they like.

N/A

People should do their homework and find the companies they like.

N/A
Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.010
Owned Owned
Yes

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COMMENT
General Market Comment 

August 13, 2018

Oil. Still cautious on price of oil. Still thinks oil will go under $60 after the summer driving season. Demand normally peaks twice a year, the winter months, and the summer driving season. With OPEC increase in production, and US production growth, should see inventory build up in the fall months. He believes price should breach $60 in September or October.

Oil. Still cautious on price of oil. Still thinks oil will go under $60 after the summer driving season. Demand normally peaks twice a year, the winter months, and the summer driving season. With OPEC increase in production, and US production growth, should see inventory build up in the fall months. He believes price should breach $60 in September or October.

Unknown
Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.020
Owned Owned
_N/A

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COMMENT
General Market Comment 

August 13, 2018

Natural Gas. Is bullish on natural gas. Storage is not building because of strong air conditioning season in both US and Canada. May see build up of inventory before winter however expects to see price increases when winter breaks with first cold snap. He expects companies may start hedging prices this fall. Very bullish for Nat gas going into 2022 and beyond if LNG Canada gets approved. He sees us going from excess to shortage.

Natural Gas. Is bullish on natural gas. Storage is not building because of strong air conditioning season in both US and Canada. May see build up of inventory before winter however expects to see price increases when winter breaks with first cold snap. He expects companies may start hedging prices this fall. Very bullish for Nat gas going into 2022 and beyond if LNG Canada gets approved. He sees us going from excess to shortage.

Unknown
Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.020
Owned Owned
_N/A

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BUY on WEAKNESS

Really likes this company. Is ridiculously cheap. They had very good 2nd quarter results. He does not think their debt is a problem. This company will survive and will throw off tremendous amounts of cash. He recommends buying it on weakness.

oil/gas

Really likes this company. Is ridiculously cheap. They had very good 2nd quarter results. He does not think their debt is a problem. This company will survive and will throw off tremendous amounts of cash. He recommends buying it on weakness.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.460
Owned Owned
Yes

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WAIT
Blackbird Energy Inc(BBI-X) 

August 13, 2018

He likes the story. It is on his coverage list but not buy list yet. Will see its growth in 2nd quarter of calendar 2019 as their facility is being built to ramp up production. Has a 1 year target of $0.72 and $2.00 in 3-5 years time.  Management team has done well with a large land spread and massive amount of drilling opportunity.

Energy

He likes the story. It is on his coverage list but not buy list yet. Will see its growth in 2nd quarter of calendar 2019 as their facility is being built to ramp up production. Has a 1 year target of $0.72 and $2.00 in 3-5 years time.  Management team has done well with a large land spread and massive amount of drilling opportunity.

Energy
Josef Schachter

President, Schachter Asset Mana...

Price Price
$0.340
Owned Owned
No

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BUY on WEAKNESS
Crew Energy Inc.(CR-T) 

August 13, 2018

He likes it and owns it.  Book value of $5.74.  Balance sheet is in good shape.  Sees tremendous upside if price of Nat gas goes up as he predicts.

oil/gas

He likes it and owns it.  Book value of $5.74.  Balance sheet is in good shape.  Sees tremendous upside if price of Nat gas goes up as he predicts.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

Price Price
$2.030
Owned Owned
Yes

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BUY on WEAKNESS

Canadian Natural Resources (CNQ-T)  vs Suncor (SU-T). Both are trophy stories of Canada. CNQ is in 2 businesses and Suncor is in 3 businesses. CNQ is in the oilsands.  Suncor is in the oilsands plus the production side, and the refining business. Both are generating free cash flow.  CNQ is looking at expansion in their Horizon project. Suncor has been increasing dividends and buying back stock.  On weakness on either, both would be great to own.

oil/gas

Canadian Natural Resources (CNQ-T)  vs Suncor (SU-T). Both are trophy stories of Canada. CNQ is in 2 businesses and Suncor is in 3 businesses. CNQ is in the oilsands.  Suncor is in the oilsands plus the production side, and the refining business. Both are generating free cash flow.  CNQ is looking at expansion in their Horizon project. Suncor has been increasing dividends and buying back stock.  On weakness on either, both would be great to own.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

Price Price
$45.290
Owned Owned
Unknown

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