Ted Oakley 2.1 27 ideas
Founder & Managing Partner, Oxbow Advisors
After 1 day
N/A
7/15 min ideas
After 1 week
N/A
7/15 min ideas
After 1 month
N/A
7/15 min ideas
By sector
ETF
17 ideas
+3.3%
Stock
8 ideas
-19.1%
Commodity
2 ideas
Top tickers (by frequency)
SHY
2 ideas
0% W
-0.7%
GDX
2 ideas
—
—
TLT
2 ideas
—
—
SPY
1 ideas
—
—
QQQ
1 ideas
—
—
Best and worst calls
Best calls
XLE LONG
+10.4%
He states they own oil and oil service stocks because they are "underowned" (2.3% of S&P vs historical 30%) and pay high...
Feb 17
OIH LONG
+4.5%
He states they own oil and oil service stocks because they are "underowned" (2.3% of S&P vs historical 30%) and pay high...
Feb 17
SHY LONG
-0.7%
Oakley states his firm keeps about 50% of assets in short-term Treasuries and recently moved duration out to three years...
Feb 17
Worst calls
CPB LONG
-24.3%
He names Gildan (t-shirts), Campbell Soup (6.5% dividend), and Union Pacific (merger synergies) as recent buys. As the "...
Feb 17
GIL LONG
-22.0%
He names Gildan (t-shirts), Campbell Soup (6.5% dividend), and Union Pacific (merger synergies) as recent buys. As the "...
Feb 17
UNP LONG
-10.9%
He names Gildan (t-shirts), Campbell Soup (6.5% dividend), and Union Pacific (merger synergies) as recent buys. As the "...
Feb 17
Hershey attractive due to price drop.
Bought Hershey because cocoa prices have been going down, it has a 3% dividend, and the stock is well off its high, making it attractive for value investment.
Founder and Managing...
Avoid private credit due to illiquidity and risk.
Private credit is illiquid, overpriced, with many companies having negative free cash flow and interest coverage below one, and redemption gates are up, making it risky and unattractive for investors.
Founder and Managing...
Oil higher for longer, buy on dips.
Oil will be higher for longer than people expect due to geopolitical risks in the Strait of Hormuz and supply disruptions, and it's a good investment especially when prices are down, as seen in recent declines.
Founder and Managing...
Avoid chasing the general market now.
He wouldn't chase the general market now because people are trading on hope and chasing the market up, and he expects weakness over the next two quarters, though not necessarily a bear market.
Founder and Managing...
National Energy Services benefits from Middle East work.
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.
Founder and Managing...
DHT Maritime has high yield and conflict benefit.
DHT Maritime is a tanker company yielding about 9.5%, and it benefits from the Middle East conflict situation, making it a good income and growth play.
Founder and Managing...
Schlumberger benefits from conflict-driven repairs.
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.
Founder and Managing...
Gold miners are cheap with huge margins.
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.
Founder and Managing...
Avoid long-duration US Treasuries.
Wouldn't buy 30-year bonds at 4.75% because the government is debasing the currency through excessive debt and printing, and short-term yields are more attractive; long bonds are not suitable for long-term holding.
Founder and Managing...
Buy short-term Treasuries if yields rise further.
If the 2-year Treasury yield reaches 4% or the 3-year reaches 4.25-4.5%, buy some because it might indicate a weaker economy and rates could come down, offering capital appreciation.
Founder and Managing...
Avoid expensive tech stocks with poor balance sheets.
Tech stocks like Microsoft, Tesla, and Nvidia are expensive, have worsened balance sheets due to high capital expenditures on AI and data centers, and resemble the 2000 bubble, so avoid unless they come down significantly.
Founder and Managing...
Gold is good buy on dips to $4,000.
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.
Founder and Managing...
Avoid silver miners as overdone.
Sold all silver miners because silver was up 200% last year and looked overdone, making it unattractive currently compared to gold.
Founder and Managing...
He explicitly says "we don't own Nvidia" and notes that the "Big 10 stocks" are not doing well relative to the broader market. He views the valuations of AI and tech high-flyers as "too expensive" and disconnected from the reality of their ability to generate profits matching those valuations. He compares this to the 2000-2002 tech unwind. AVOID overvalued large-cap tech. AI productivity gains justify the valuations; momentum continues despite fundamentals.
QQQ
Julia LaRoche Show
Feb 17, 15:00
Founder and Managing...
He criticizes Private Equity for paying multiples higher than public markets for small companies and using excessive leverage. He argues that the illiquidity of PE is masking losses ("they can't sell it") and that secondary funds are a "gimmick." When the credit cycle turns, the leverage in these portfolios will cause significant impairments. AVOID Private Equity and Private Credit exposure. Private markets continue to attract capital flows, keeping valuations artificially supported.
PSP
Julia LaRoche Show
Feb 17, 15:00
Founder and Managing...