Josef Schachter – Energy Sector Outlook With A Focus On The Health Of Oil Stocks
Josef Schachter, Founder and Editor of the Schachter Energy Report joins us to provide an update on the overall energy sector focused on the pullback in oil prices. We start with the supply and demand fundamentals tied in with the concept that OPEC and the US are unable to ramp up production, while still highlighting a number of individual countries that are upping their output like Libya, Guyana, Iran, and Brazil.
We then focus a lot on the energy stocks starting with some of the higher dividend payers in the oil sector. We also cover some of the smaller growth oriented companies. Next, we look at how poor energy policies have further affected the supply/demand picture, contributed to the debt loads many companies carry from being out of favor, and how this all has impacted the amount the sector has reinvested back into growth. Finally we touch on jurisdiction and where Josef sees opportunity.
Hi guys, interesting interview thanks! BTW the podcasts are still not visible in my Google podcast app.