Josef Schachter - Oil & Nat Gas Analysis: Price Drivers, Stocks To Watch, Holiday Discount For Subscribers
Josef Schachter, Founder and Editor of the Schachter Energy Report, joins me to provide an update on the oil and natural gas sectors including a number of stocks he sees as attractive buys. Josef also is offering a holiday discount for his yearly and quarterly subscriptions.
The discussion kicks off with a review of natural gas prices, currently at a two-year high, exploring seasonal trends, EIA data, and LNG exports. Josef predicts potential price movements and evaluates the future of LNG exports, highlighting key challenges in the Canadian market. Transitioning to energy equities, Josef discusses the impact of tax loss selling on energy stocks and shares his predictions for 2025. He provides detailed analysis on various natural gas and oil stocks, including Obsidian, Tourmaline, and Paramount, assessing their valuation, growth potential, and dividend stability. We also touch upon opportunities in smaller energy stocks like Bonterra and emphasizes the importance of insider ownership, cash flow, and asset value in evaluating investments. We conclude with a look at the broader implications of regulatory changes, global supply and demand, and investment strategies for the energy sector.