Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 18, 2018

A Nat gas play. These stocks are right in the dog house. Production is up from last year. It is 54% leveraged which is better than before and better than other companies. These things have been thrown out but people are going to be surprised by how well they do over the next 3 to 5 years. It could be a $20 stock. (Analysts’ target: $1.53).

A Nat gas play. These stocks are right in the dog house. Production is up from last year. It is 54% leveraged which is better than before and better than other companies. These things have been thrown out but people are going to be surprised by how well they do over the next 3 to 5 years. It could be a $20 stock. (Analysts’ target: $1.53).

Josef Schachter
President, Schachter Asset Management
Price
$1.340
Owned
No
TOP PICK
TOP PICK
June 18, 2018

A good balance sheet, under 50 % debt. A big Canadian and big US presence. It is a very cheap stock. It is trading significantly below book value. (Analysts’ target: $2.67).

A good balance sheet, under 50 % debt. A big Canadian and big US presence. It is a very cheap stock. It is trading significantly below book value. (Analysts’ target: $2.67).

Josef Schachter
President, Schachter Asset Management
Price
$1.820
Owned
No
TOP PICK
TOP PICK
June 18, 2018

They have tripled production. Egypt and Morocco. Production has gone up more than the stock. (Analysts’ target: $1.36).

They have tripled production. Egypt and Morocco. Production has gone up more than the stock. (Analysts’ target: $1.36).

Josef Schachter
President, Schachter Asset Management
Price
$1.040
Owned
Yes
WATCH
WATCH
June 18, 2018

The problem is that they were a growth story and got into some trouble when prices went down. Now you are looking at a company trading at a significant discount to book value. He is not looking at much growth this year in production. Debt went up last quarter to 48%. He likes the stock and thinks he will recommend it when oil goes up.

The problem is that they were a growth story and got into some trouble when prices went down. Now you are looking at a company trading at a significant discount to book value. He is not looking at much growth this year in production. Debt went up last quarter to 48%. He likes the stock and thinks he will recommend it when oil goes up.

Josef Schachter
President, Schachter Asset Management
Price
$9.620
Owned
Unknown
BUY
BUY
June 18, 2018

People criticize it for their debt. They are only 33% debt to capital position. He thinks it is an attractive story. His target is $3.06 this year. They are 96% gas. If LNG comes on line, it will need gas. Under $2 PONY-X will be a great buy.

People criticize it for their debt. They are only 33% debt to capital position. He thinks it is an attractive story. His target is $3.06 this year. They are 96% gas. If LNG comes on line, it will need gas. Under $2 PONY-X will be a great buy.

Josef Schachter
President, Schachter Asset Management
Price
$2.180
Owned
Unknown
DON'T BUY
DON'T BUY
June 18, 2018

It has a decent balance sheet but some operations are in difficult places. It is a high beta stock and will do well when the cycle turns. The company has some assets that are going to under-perform for some time to come. There are more attractive names.

It has a decent balance sheet but some operations are in difficult places. It is a high beta stock and will do well when the cycle turns. The company has some assets that are going to under-perform for some time to come. There are more attractive names.

Josef Schachter
President, Schachter Asset Management
Price
$5.900
Owned
Unknown
DON'T BUY
DON'T BUY
June 18, 2018

It is a very good company. They have very high debt. The balance sheet is severely stressed. There are other names you can go to.

It is a very good company. They have very high debt. The balance sheet is severely stressed. There are other names you can go to.

Josef Schachter
President, Schachter Asset Management
Price
$4.240
Owned
Unknown