Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 16, 2018

He says this company has assets in Turkey where natural gas is priced three times higher than Canada. The company has not completely tested their well there and their pilot well will not be online until 2019. Over 95% of Turkey’s natural gas is imported, so the potential is great. If the stock was under $2 it would make sense. He believes there are better options in Canada – this is too speculative at this time.

He says this company has assets in Turkey where natural gas is priced three times higher than Canada. The company has not completely tested their well there and their pilot well will not be online until 2019. Over 95% of Turkey’s natural gas is imported, so the potential is great. If the stock was under $2 it would make sense. He believes there are better options in Canada – this is too speculative at this time.

Josef Schachter
President, Schachter Asset Management
Price
$4.640
Owned
No
BUY WEAKNESS
BUY WEAKNESS
March 16, 2018

He does not have this on the recommended list yet. He thinks it is a buy at these levels, but thinks it will trade lower on weaker oil prices. This company has traded up to 2.7 times book value, so the potential is up to $60 in the next 3-5 years. He would wait to buy it in Q2.

He does not have this on the recommended list yet. He thinks it is a buy at these levels, but thinks it will trade lower on weaker oil prices. This company has traded up to 2.7 times book value, so the potential is up to $60 in the next 3-5 years. He would wait to buy it in Q2.

Josef Schachter
President, Schachter Asset Management
Price
$20.130
Owned
No
BUY WEAKNESS
BUY WEAKNESS
March 16, 2018

This company has a nice dividend and the book value is $12.33, but is a little heavy on debt. A back off into the high-$30s would be a good buy on a 3-5 year view. He thinks the dividend is safe. Yield 6.4%.

This company has a nice dividend and the book value is $12.33, but is a little heavy on debt. A back off into the high-$30s would be a good buy on a 3-5 year view. He thinks the dividend is safe. Yield 6.4%.

Josef Schachter
President, Schachter Asset Management
Price
$40.290
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
March 16, 2018

He likes this company, sees production growth, and thinks it trades cheap on a cash flow multiple basis. This stock has traded 2.2 times book value and if it trades below $2.75 CAD it would be a buy.

He likes this company, sees production growth, and thinks it trades cheap on a cash flow multiple basis. This stock has traded 2.2 times book value and if it trades below $2.75 CAD it would be a buy.

Josef Schachter
President, Schachter Asset Management
Price
$3.460
Owned
No
BUY WEAKNESS
BUY WEAKNESS
March 16, 2018

The price is coming close to book value of $10.37. The balance sheet is in good shape and he likes management. Hold off until it falls closer to book value. Yield 4.5%.

The price is coming close to book value of $10.37. The balance sheet is in good shape and he likes management. Hold off until it falls closer to book value. Yield 4.5%.

Josef Schachter
President, Schachter Asset Management
Price
$13.200
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
March 16, 2018

He likes the leadership and the balance sheet. They are doing stock buy-backs. Below $3 this is a great buy. They are the biggest fracker in Canada. Book value is $3.47 and it has traded 2.6 times book value. Be patient. He has a $12 target for 3-5 years.

He likes the leadership and the balance sheet. They are doing stock buy-backs. Below $3 this is a great buy. They are the biggest fracker in Canada. Book value is $3.47 and it has traded 2.6 times book value. Be patient. He has a $12 target for 3-5 years.

Josef Schachter
President, Schachter Asset Management
Price
$3.290
Owned
No
TOP PICK
TOP PICK
March 16, 2018

This company is active in Egypt and Morocco, where prices are near $12 per mcf. They will be reporting year-end results next week. In Egypt they have high-impact wells coming forward, which has not been factored into the stock price yet. He has a target of $5 target in the next 3-5 years. This could move up quickly depending on the pending drilling results. Yield 0%. (Analysts’ price target is $1.10)

This company is active in Egypt and Morocco, where prices are near $12 per mcf. They will be reporting year-end results next week. In Egypt they have high-impact wells coming forward, which has not been factored into the stock price yet. He has a target of $5 target in the next 3-5 years. This could move up quickly depending on the pending drilling results. Yield 0%. (Analysts’ price target is $1.10)

Josef Schachter
President, Schachter Asset Management
Price
$0.950
Owned
Yes