Energy Sector Update – Comparing investment opportunities in oil, natural gas and other energy markets
Josef Schachter, Founder of the Schachter Energy Report joins us to share his insights on a wide range of investment opportunities in the energy sector. We start by recapping the recent oil data on the supply and demand front. Josef outlines some of the stocks he is watching in the oil space. We then move over to natural gas where Josef sees a nice set up for a run higher.
Here’s a pundit that is looking for higher Oil prices:
USO: Crude Oil May Pass $100 Per Barrel By Year-End
Jul. 30, 2021 – Harrison Schwartz – Seeking Alpha
I have been holding Halliburton since 2020 crash. I also have OXY, CLR
I think oil stocks have just as much potential as miners. And factor in the wild card of war. Trigger for next oil spike won’t be the supply demand equation but a major war breaking out (I think)
CaliJoe – Thanks for those comments on the potential in the Oil/Gas sector, and yes, many of the companies already have had big runs lately with just as big of gains as the mining stocks.
Market Call for Friday, July 30, 2021 – BNN
Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners takes viewer questions on energy stocks.
https://www.bnnbloomberg.ca/market-call/full-episode-market-call-for-friday-july-30-2021~2246548
The vaccinated are the ones getting sick with Covid Joe. Wake UP!! Why do you think the CDC wants them to wear masks!! WAKE UP PEOPLE.
It was nice to get Josef’s thoughts on the Oil & Nat Gas markets in this interview, and we appreciate all the different company names and different regional plays that he has his eyes on at the moment for an opportunity.
Josef thinks we are likely to see a pullback in Oil prices in the medium term, but it would be nice to hear what other investors here think about how the set up looks in Oil and Nat Gas for the short to medium term.