Calls
32
#901
Alpha Score 11.0
Ted Oakley
Founder & Managing Partner, Oxbow Advisors
Win Rate
31.2%
return
-6.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 15
$98.35
-27.4%
Gold miners are cheap compared to cash flow, have huge margins due to high gold prices, and are not heavily owned, making them attractive long-term investments.
Thematic ETFs
Long
Apr 15
$441.12
-16.5%
Gold is a good investment, and if it dips back to $4,000, it would be a good buy, as he sold some at highs but remains bullish due to currency debasement and inflation.
Commodities
Long
Apr 15
$23.47
+21.4%
National Energy Services Reunited does all its work in the Middle East, and with the region messed up due to conflict, there will be a lot of work for such companies, driving business.
Oil & Gas
Long
May 21
$192.50
-2.5%
Energy is massively underowned at only 3% of the S&P 500, up 35% year-to-date, and will likely rip like gold and silver did last year as investors scramble to catch up. He owns a full spectrum from producers (Chevron, Exxon, Matador) to midstream/pipelines (Enterprise Products, Energy Transfer) to rigs (Transocean, Noble Drilling) and services (Schlumberger, National Energy Services Reunited). The thesis is supported by strong cash flows, dividends, and years of required maintenance work.
Oil & Gas
Long
May 21
$39.69
-3.9%
Energy is massively underowned at only 3% of the S&P 500, up 35% year-to-date, and will likely rip like gold and silver did last year as investors scramble to catch up. He owns a full spectrum from producers (Chevron, Exxon, Matador) to midstream/pipelines (Enterprise Products, Energy Transfer) to rigs (Transocean, Noble Drilling) and services (Schlumberger, National Energy Services Reunited). The thesis is supported by strong cash flows, dividends, and years of required maintenance work.
Oil & Gas
Long
May 21
$57.05
-5.7%
Energy is massively underowned at only 3% of the S&P 500, up 35% year-to-date, and will likely rip like gold and silver did last year as investors scramble to catch up. He owns a full spectrum from producers (Chevron, Exxon, Matador) to midstream/pipelines (Enterprise Products, Energy Transfer) to rigs (Transocean, Noble Drilling) and services (Schlumberger, National Energy Services Reunited). The thesis is supported by strong cash flows, dividends, and years of required maintenance work.
Oil & Gas
Long
Apr 15
$52.53
-10.5%
Bought more Schlumberger (referred to as SL Slumber) yesterday because its business of fixing things will be good with everything blown up in conflicts, leading to increased demand.
Oil & Gas
Long
Feb 17
$83.03
-1.2%
Oakley states his firm keeps about 50% of assets in short-term Treasuries and recently moved duration out to three years to "lock" rates. He anticipates a mid-year market decline typical of the second year of a presidential term. Moving to 3-year duration secures yield before potential rate cuts while avoiding the inflation risk inherent in 10-30 year bonds. LONG short-to-intermediate duration Treasuries as a cash proxy and volatility buffer. Inflation spikes significantly above the locked yield; missed upside if equities rally continuously.
Oakley states his firm keeps about 50% of assets in short-term Treasuries and recently moved duration out to three years to "lock" rates. He anticipates a mid-year market decline typical of the second year of a presidential term. Moving to 3-year duration secures yield before potential rate cuts while avoiding the inflation risk inherent in 10-30 year bonds. LONG short-to-intermediate duration Treasuries as a cash proxy and volatility buffer. Inflation spikes significantly above the locked yield; missed upside if equities rally continuously.
Bonds & Rates
Long
Feb 17
$262.80
+15.1%
He names Gildan (t-shirts), Campbell Soup (6.5% dividend), and Union Pacific (merger synergies) as recent buys. As the "Mag 7" trade unwinds, capital is rotating into "bread and butter" companies with high free cash flow, dividends, and industrial utility. These stocks offer defensive characteristics in a volatile "Year 2" election cycle. LONG defensive value and industrial stocks. A "melt-up" in growth stocks would cause these defensive names to underperform significantly.
He names Gildan (t-shirts), Campbell Soup (6.5% dividend), and Union Pacific (merger synergies) as recent buys. As the "Mag 7" trade unwinds, capital is rotating into "bread and butter" companies with high free cash flow, dividends, and industrial utility. These stocks offer defensive characteristics in a volatile "Year 2" election cycle. LONG defensive value and industrial stocks. A "melt-up" in growth stocks would cause these defensive names to underperform significantly.
Freight & Logistics
Long
Feb 17
$53.75
+7.7%
He states they own oil and oil service stocks because they are "underowned" (2.3% of S&P vs historical 30%) and pay high dividends. He believes global oil supply is lower than the IEA estimates and that prices will be much higher in 2-3 years. The sector provides a hedge against the structural inflation he predicts. LONG Energy producers and services. Global recession crushing energy demand; geopolitical resolution increasing supply.
He states they own oil and oil service stocks because they are "underowned" (2.3% of S&P vs historical 30%) and pay high dividends. He believes global oil supply is lower than the IEA estimates and that prices will be much higher in 2-3 years. The sector provides a hedge against the structural inflation he predicts. LONG Energy producers and services. Global recession crushing energy demand; geopolitical resolution increasing supply.
Thematic ETFs
Long
Jul 16
$138.50
-1.4%
Agnico Eagle Mines is the number one gold mining holding, having corrected 35-40% from its highs. Its free cash flow yield is very high, and the wide spread between the gold price and extraction costs means the company will make a lot of money over the next two to three years.
Metals & Mining
Long
Jul 16
$33.74
-0.7%
Antero Resources is a top natural gas producer trading at only about 8 times next year's earnings, making it cheap on a valuation basis. The stock offers value in the gas side of energy production.
Oil & Gas
Long
Jul 16
$14.71
+2.5%
Kimbell Royalty Partners is a royalty company that takes a piece off the top without drilling costs, paying a 9-10% dividend. The stock has 20-40% upside potential based on pricing, and must pay out 75% of earnings, offering both income and growth.
Construction & Infrastructure
Long
Jul 16
$20.66
+2.5%
Northern Oil & Gas provides a 9-10% dividend yield with production that is roughly 70% hedged, making the dividend sustainable. The stock was bought around $18-20 and is still considered a good buy with attractive income and upside.
Oil & Gas
Long
Jul 16
$50.53
+0.2%
Silver, along with gold and miners, will benefit from the washing out of momentum players and is set for a nice move upward into next year.
Commodities
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Ted Oakley has 32 trade ideas tracked on Buzzberg across 32 tickers since February 2026. Win rate 31% across 32 evaluated calls, average return -6.2%. Ranked #901 on the Buzzberg Alpha leaderboard. Most covered: NESR, GDX, GOLD.
