Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
March 28, 2019
He is watching it. The company is not going to keep their volumes flat. The CEO changed. They are guiding down on production while spending on CAP-X. He is keeping an eye on them.
Obsidian Energy (OBE-T)
March 28, 2019
He is watching it. The company is not going to keep their volumes flat. The CEO changed. They are guiding down on production while spending on CAP-X. He is keeping an eye on them.
Josef Schachter
President, Schachter Asset Management
Price
$0.385
Owned
No
PAST TOP PICK
PAST TOP PICK
March 28, 2019
(A Top Pick Mar 16/18, Up 12%) The balance sheet is in good shape. They are now guiding flat. They will knock off some debt this year. Book value is $6.67 and he has a $7 target. He keeps on adding to it. They raised the dividend in the last quarter.
(A Top Pick Mar 16/18, Up 12%) The balance sheet is in good shape. They are now guiding flat. They will knock off some debt this year. Book value is $6.67 and he has a $7 target. He keeps on adding to it. They raised the dividend in the last quarter.
Josef Schachter
President, Schachter Asset Management
Price
$3.680
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 28, 2019
(A Top Pick Mar 16/18, Down 6%) They exceed his cash flow projections. They paid down debt. They are doing the right thing in paying down debt along the way. His target is $3.50.
(A Top Pick Mar 16/18, Down 6%) They exceed his cash flow projections. They paid down debt. They are doing the right thing in paying down debt along the way. His target is $3.50.
Josef Schachter
President, Schachter Asset Management
Price
$1.130
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 28, 2019
(A Top Pick Mar 16/18, Down 29%) They are talking about de listing on the venture. They have no debt. He has a $2 target. If you do not have access to the AIM, you have to check with them for trading capability. He is going to hold. He thinks it is very cheap. He likes it a lot and does not like that they are de-listing the venture exchange. It is majority European owned.
SDX Energy Inc (SDX-X)
March 28, 2019
(A Top Pick Mar 16/18, Down 29%) They are talking about de listing on the venture. They have no debt. He has a $2 target. If you do not have access to the AIM, you have to check with them for trading capability. He is going to hold. He thinks it is very cheap. He likes it a lot and does not like that they are de-listing the venture exchange. It is majority European owned.
Josef Schachter
President, Schachter Asset Management
Price
$0.630
Owned
Yes
WEAK BUY
WEAK BUY
March 28, 2019
The company is a decent sized company in the thermal oil side. Cash flow is only 6 cents. He has it going up to 11 cents. They will spend CAP-X on expansion. They have to service their debt. Book value is about 45 cents. It takes a long term perspective on this one. There is a lot of value in the ground. You want to have this for the long term but see his top picks for shorter term ideas.
The company is a decent sized company in the thermal oil side. Cash flow is only 6 cents. He has it going up to 11 cents. They will spend CAP-X on expansion. They have to service their debt. Book value is about 45 cents. It takes a long term perspective on this one. There is a lot of value in the ground. You want to have this for the long term but see his top picks for shorter term ideas.
Josef Schachter
President, Schachter Asset Management
Price
$0.560
Owned
Unknown
BUY
BUY
March 28, 2019

It is one of his favourite names.  The liquids will go up a little this summer.  They are talking about 300 BOEs this year.  This company is one of the largest he covers.  2% yield.  It is the cheapest he has ever seen for one of these companies.  Book is $28 and it got to $20.  Below $18 it is a table pounding buy.  This is a name you want own at under 20% debt.

It is one of his favourite names.  The liquids will go up a little this summer.  They are talking about 300 BOEs this year.  This company is one of the largest he covers.  2% yield.  It is the cheapest he has ever seen for one of these companies.  Book is $28 and it got to $20.  Below $18 it is a table pounding buy.  This is a name you want own at under 20% debt.

Josef Schachter
President, Schachter Asset Management
Price
$20.810
Owned
Unknown
BUY
BUY
March 28, 2019
He does not cover it. He tries to cover names that don’t get a lot of coverage and are quite attractive. The big thing about it is that it is a cash flow machine. It has been raising its dividend and if it breaks $40 it is a bargain. This and CNQ-T are go-to names for foreign investors. (Analysts’ price target is $54.00)
He does not cover it. He tries to cover names that don’t get a lot of coverage and are quite attractive. The big thing about it is that it is a cash flow machine. It has been raising its dividend and if it breaks $40 it is a bargain. This and CNQ-T are go-to names for foreign investors. (Analysts’ price target is $54.00)
Josef Schachter
President, Schachter Asset Management
Price
$43.610
Owned
Unknown