Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
August 13, 2018

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.

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.

Josef Schachter
President, Schachter Asset Management
Price
$1.460
Owned
Yes
WAIT
WAIT
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.

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.

Josef Schachter
President, Schachter Asset Management
Price
$0.340
Owned
No
BUY WEAKNESS
BUY WEAKNESS
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.

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.

Josef Schachter
President, Schachter Asset Management
Price
$2.030
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
August 13, 2018

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.

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.

Josef Schachter
President, Schachter Asset Management
Price
$45.290
Owned
Unknown
COMMENT
COMMENT
August 13, 2018

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.

Suncor Energy Inc (SU-T)
August 13, 2018

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.

Josef Schachter
President, Schachter Asset Management
Price
$53.160
Owned
Unknown
BUY
BUY
August 13, 2018

This has been beaten up along with a lot of the small cap Nat gas companies. The company is viable; they are generating cash flow, and paying down debt. He sees it going to $7.00 if he is correct on a $3.00 Nat gas price, and a $20.00 target in 3-5 years

This has been beaten up along with a lot of the small cap Nat gas companies. The company is viable; they are generating cash flow, and paying down debt. He sees it going to $7.00 if he is correct on a $3.00 Nat gas price, and a $20.00 target in 3-5 years

Josef Schachter
President, Schachter Asset Management
Price
$1.180
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 13, 2018

(A top pick September 18/17, down 11%). Is Canada’s largest coil tubing company needed for drilling and fracking. Very good numbers in 2nd quarter. Book value is $1.15. Has a 1 year target of $1.20 and a 3-5 year target of $5.00. These stocks are totally ignored.

(A top pick September 18/17, down 11%). Is Canada’s largest coil tubing company needed for drilling and fracking. Very good numbers in 2nd quarter. Book value is $1.15. Has a 1 year target of $1.20 and a 3-5 year target of $5.00. These stocks are totally ignored.

Josef Schachter
President, Schachter Asset Management
Price
$0.520
Owned
No