How the OGIB Trading Portfolio Works

Dear reader,

Hi, my name is Keith Schaefer. I run my own trading service – the Oil & Gas Investments Bulletin.

It’s unlike any other trading service and investment newsletter you’ve probably ever come across.

That’s because OGIB is my Personal Investment Portfolio – the very stocks that I buy and sell using my own money.

In other words, I back up the stocks I cover…because they’re my investments – not “beta” or “paper” trades.

In fact, just below you’ll see a chart that shows my recent trades. (I sold a number of portfolio stocks on the same day…not because I didn’t favor the companies any longer – but rather to take profits, and raise cash for newer trade set-ups I’m evaluating.)

So my service is exactly how it sounds:

Subscribers Get Access to my Full Trading Portfolio: Nearly $2 Million of my own Money

That means subscribers can use – for their own portfolios – the same research I use to make my investment decisions.

My research has been referred to as “thorough,” “conclusive,” – even “exhaustive.” (You can read my list of subscriber emails, shown to the right.)

And yet, at the end of the day, I know that almost no one has the time, or energy, to read through the mountains of hard energy research I do.

That research, by the way, includes technical analysis I pay for out of my own pocket– from one of the best technical charting minds I know of in the industry.  I use his technical analysis to show how stocks are trending, and to complement my own fundamental analysis – and I think my subscribers and my portfolio benefit greatly from this.

So, plain and simple – my job is distilling all my research down into key, actionable insights… that help my subscribers make money.

In other words, I do all the legwork.

And that makes it easy for my subscribers to be able to profit from my research and analysis.

Here’s that chart I mentioned – these are portfolio stocks I recently sold, and their net gains or losses:

OGIB Portfolio Trades

What you just read comes straight from OGIB Bulletin # 141, which I emailed subscribers on November 3.

I typically alert my paid-up subscribers on average of 1 to 3 times each week. I do that anytime I’m buying (including my full company analysis) or selling, or have another important portfolio update to alert you to.

My goal – on every trade – is 50%+ return upside, on a 12-month timeframe.

I don’t get this kind of return on every trade, of course. That’s why I insist on using tight stops – typically 10% – 15% – in order to limit losses…and open up capital for new trades.

So right now let me recap a few other recent trades…to give you a taste of how I trade, and what it’s like to use my service.

(And after that I’ll invite you to trial my service (100% RISK-FREE), at a discounted price I only offer here on my web site.)

First, a trade I recently closed for a 247% gain – Macro Industries (MCR-TSX.v).

Macro is an energy services company (below you can click to read my full Company Analysis, straight from the OGIB Subscriber Portfolio) – they’re basically a pipeline construction and maintenance business.

And business is booming – Q2 was their best quarter ever, feeding off the massive oil and gas production North America is undergoing.

I invested because the stock was incredibly cheap at $2.12 a share, and met (for the most part) my criteria: excellent balance sheet, positive cash flow, and proven organic growth over the past 4 years.

Plus – and this is almost always a good sign – management owns roughly 38% of the shares, which means owners are aligned with shareholders.

The stock rose quickly – even quicker than I’d anticipated. And while I sold my entire position – with a 247% gain – I see Macro continuing its fast growth. I think the stock is going higher still… especially as billions of dollars of spending in LNG – liquefied natural gas – begins to unfold.

Another big recent win was Raging River Exploration (RRX-TO; RRENF-OTC).

I bring up Raging River here because it’s representative of how I invest in the portfolio.

I bought the stock for the first time on April 19, 2012, and again on May 6, knowing the following:

  • High production growth (100% in 2012 and roughly 30% in 2013)
  • One of the lowest risk plays in Canada—the Viking, in western Saskatchewan
  • I knew the management team to be highly experienced, with a proven history of creating shareholder value

Today it’s still a great company, great team, great play.

But it has become an expensive stock, even at $5 a share. An operational update indicated flat production in the following quarter…and – at a time when the oil price was high (and soon to trend lower) – I decided to sell the stock in September 2013, with a double in hand… a net gain of 169%.

So I’ve just given you a glimpse inside my OGIB portfolio.

The Play I’m Most Excited about Today…Right Now?

It’s a “ground-floor” opportunity – the kind retail investors NEVER get access to anymore.

I found this opportunity very early, before any other analyst or institution.

Best part is, it’s in a “proven” play. It’s right nextdoor to my top trade of 2012… a stock that gave subscribers an opportunity to make gains of more than 800%.

And I would like nothing more than for this brand-new ground floor opportunity to be your first one… as a new subscriber to my service.

That’s why I’m making it incredibly easy for you to join, and to do so 100% RISK-FREE.

What I mean by that is — you can test drive my service for a full 30 days. Pay just $39.

Take that time to explore all the stocks in the portfolio – the open positions and closed positions, the full Company Analysis reports, my Market Updates, and all my Buy/Sell alerts.

Then – at the end of 30 days – consider my track record and the value my service delivers. Most importantly, ask yourself if my service is right for your own portfolio.

And if you’re not completely satisfied with my research, my picks, and my service…

Simply let my team and I know.

We’ll give you a full refund, and we’ll part ways amicably.

You can even keep all the research reports, subscriber alerts, and everything you’ve learned as a subscriber.

So what do you get when you decide to trial my service?

As soon as you sign up, you’ll get access to the following subscribers-only investor briefings:

Investor Report #1:  A Rare Ground-floor Opportunity for Retail Investors, Ahead of the Institutions

Investor Report #2:  The Breakout Junior Oil Producer with a Major Catalyst Just Underway

Investor Report #3:  My # 1 Natural Gas Stock for 2013

Investor Report #4:  The Money Machine: The Energy Mega Trends’ Premiere Growth+Dividend Investment

Investor Report #5:  The Company with the Most Valuable Natural Gas Condensate Product in North America

Investor Report #6: The OGIB Trading Guide: How To Invest in Oil & Gas Stocks

As a new subscriber, you’ll also begin receiving:

  • Regular issues of the Oil & Gas Investments Bulletin:  You’ll get full updates on the positions in my personal portfolio — what I’m buying, what I’m selling, and why. In other words, every time I make a move, I’ll show you exactly how to get into position for profits.
  • Buy / Sell Alerts: You’ll get these alerts sent directly to your email inbox. That way, you’ll have the opportunity to take quick action on your trades.
  • NEW FOR OGIB SUBSCRIBERS:  Quarterly conference calls — These are live Q&A sessions where subscribers can get updates directly from me on any position in the OGIB portfolio.
  • Interim Bulletins: I’ll send you these updates whenever I have a time-sensitive insight to share that could impact an existing position, or set the stages for a new position.
  • 24/7 Members-Only Web Access: You’ll get a dedicated password for accessing the OGIB portfolio, along with every weekly issue, Buy / Sell Alert, Interim Bulletin, Special Report, and Guest Commentary I’ve ever published.

Click the Get Started button below. I’ll share all the important details, and show how to get risk-free access to my service, within minutes.

Kind regards,

Keith Schaefer
Publisher, the Oil & Gas Investments Bulletin

subscribepage
[order_name 39 99 0 399 bronze 1 subscription-processed] 

(You’ll be able to review your order before completing.)

P.S. Remember, this 100% RISK-FREE offer to get OGIB for a full month is ONLY available on this web page. That’s 30 days to test drive my service, including access to the “ground floor” opportunity I’m most excited about. Get started here.

And if you’d like to see for yourself the kind of hard-hitting research I do for my subscribers, take a few minutes to read my Company Analysis on Macro Industries here.

 

 

Please see Terms and Services Provided for more subscription details.

 

 

 

 

 

 

 

 

 

 

Portfolio-2013

Subscriber emails:

I have a substantial position in an OGIB position and own it because you made me aware of this unbelievable opportunity. $400 dollars for your subscription has netted $50K in the last 10 months.

– Bob W.

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We have made some serious dollars following Keith, and look forward to more. Thank you. Best Regards.

– Dave A., Ontario

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You are good – after 52 years in the business your service is the best – i personally own 32.000 shares of [OGIB portfolio stock] and have another 125,000 in my managed accounts. After being beat up with gold this should make up all of the losses in the next few months – great research again – keep digging!

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Hi Keith, I want to Thank You Very Much for showing us your Personal Portfolio! You show us what you bought and sold and at what price. More importantly you show us How Many Shares, NO newsletter I know show this! You put your money where your mouth is… Thank You Very Much, and Very Much Appreciated.

– Diane Q.

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Hi Keith, as a new subscriber and long time investor, I find your style refreshing and honest. Thank you… I have already paid off my subscription many times over!

– Bob B.

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Thank you Keith, for the very quick and straight forward answer. Your investment bulletin has become my most valuable and trusted investment source of advice. You are providing an excellent service. Thank you again.

– Linda

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I certainly appreciate your thoughful email as well as the Newsletter and the many updates. My hat off to you and the entire staff – this subscription has been a delight as well as financially rewarding. Please renew my subscription.

– Jeff B.

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Don’t know if you’ll get this Keith….but if you do thank you!! (No I didn’t buy as much as you did but I did read the material AND acted on your info). No doubt I’ll read your bulletins with even greater interest going forward….Again Thank You!

– Rick D.

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You are good – after 52 years in the business your service is the best – i personally own 32.000 shares of [OGIB portfolio stock] and have another 125,000 in my managed accounts. After being beat up with gold this should make up all of the losses in the next few months – great research again – keep digging!

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I would like to again thank you for your excellent newsletter. You do a very good job in spotting trends, risks and opportunities.

– Johan

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Keith – I’ve been hanging around the investment patch since 1960 – EVERY part – finance brokerage inv banking trust RIA (now) brokerage – yours is the BEST research I get and has been since I subscribed 3 (?) years ago. Just booked 30k selling a little NTI and ALDW for me. Also majored in Petroleum Eng and geology at Univ of Texas -’58. Keep up the GREAT work- also picked up 5k of GPRE – $8.98  CHEERS

– Tom D.

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Process my renewal.  You guys are just too good.
Regards,

– Len

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Thanks. Keith got back to me yesterday, a testament to your excellent service… I am extremely pleased with your site, service, style of thinking and writing. Thanks.

– Brian

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Keith, I subscribed to your newsletter in February this year and I must say I really enjoy reading your reports and tips – you have really educated me as I am a relative novice when its comes to investing.

– Dr. Chris C.

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I am very pleased with your service so far. I find your writing style easy to read and understand and I value the amount of research you do to arrive at your conclusions and recommendations.

– Geoff D.

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Please renew my subscription. Tell Keith that this is the most well-researched, accurate newsletter I have ever received. [His top 2 picks] have paid for my subscription until eternity — or hell freezes over. Thank you.

– Ian S.