Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 20, 2019
It is a liquids rich player with very high liquids content. The problem is that the market cap is below the radar, and the debt is high. It was a $4 plus stock when we had decent gas prices. They are looking to bring their debt down. He thinks the company will survive. They've been hammered, however.
It is a liquids rich player with very high liquids content. The problem is that the market cap is below the radar, and the debt is high. It was a $4 plus stock when we had decent gas prices. They are looking to bring their debt down. He thinks the company will survive. They've been hammered, however.
Josef Schachter
President, Schachter Asset Management
Price
$0.175
Owned
Unknown
HOLD
HOLD
June 20, 2019
People need to realize that because of the construction season, the price of ACO is $0.05 and nobody can make money at that. It is a very cheap stock. They are right on the fairway to fill the LNG Canadian needs. He would stay with it. They have sufficient cash flow.
People need to realize that because of the construction season, the price of ACO is $0.05 and nobody can make money at that. It is a very cheap stock. They are right on the fairway to fill the LNG Canadian needs. He would stay with it. They have sufficient cash flow.
Josef Schachter
President, Schachter Asset Management
Price
$1.080
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 20, 2019
(A Top Pick Jun 18/18, Down 94%) The whole thing about low energy prices and the debt restructuring meant the stock got beat up. He will be adding to this position. People need to see that they can service the debt and then see the price of nat. gas firm up.
(A Top Pick Jun 18/18, Down 94%) The whole thing about low energy prices and the debt restructuring meant the stock got beat up. He will be adding to this position. People need to see that they can service the debt and then see the price of nat. gas firm up.
Josef Schachter
President, Schachter Asset Management
Price
$1.010
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 20, 2019
(A Top Pick Jun 18/18, Down 8%) He hoped Trinidad would do the deal and be in the pockets of PD-T, but it did work out. Ensign's offer won in the end. It worked out for him.
(A Top Pick Jun 18/18, Down 8%) He hoped Trinidad would do the deal and be in the pockets of PD-T, but it did work out. Ensign's offer won in the end. It worked out for him.
Josef Schachter
President, Schachter Asset Management
Price
$0.000
Owned
No
PAST TOP PICK
PAST TOP PICK
June 20, 2019
(A Top Pick Jun 18/18, Down 7%) They disenchanted the Canadian shareholders. They just wanted European shareholders. This stock is gone now and he does not hold it.
(A Top Pick Jun 18/18, Down 7%) They disenchanted the Canadian shareholders. They just wanted European shareholders. This stock is gone now and he does not hold it.
Josef Schachter
President, Schachter Asset Management
Price
$0.000
Owned
No
HOLD
HOLD
June 20, 2019
$277 Million market cap. Book value is over $2. They are waiting for two facilities to come on line. Their Q4 production should come up. It is a very cheap stock based on that. You have to take a very long term view on LNG in Canada. Then these will do well. He likes the management team and what they will do. They are doing all the right things operationally.
$277 Million market cap. Book value is over $2. They are waiting for two facilities to come on line. Their Q4 production should come up. It is a very cheap stock based on that. You have to take a very long term view on LNG in Canada. Then these will do well. He likes the management team and what they will do. They are doing all the right things operationally.
Josef Schachter
President, Schachter Asset Management
Price
$1.440
Owned
No
HOLD
HOLD
June 20, 2019
It has a dividend yield of 6.3% and is involved in drilling rigs that are helicoptered in. They have a service rig business in Canada and the US. They are large on both sides and building their US side. This one has a dividend so there is more support than others is the space.
It has a dividend yield of 6.3% and is involved in drilling rigs that are helicoptered in. They have a service rig business in Canada and the US. They are large on both sides and building their US side. This one has a dividend so there is more support than others is the space.
Josef Schachter
President, Schachter Asset Management
Price
$3.330
Owned
Unknown