#715
Alpha Score 5.1
Ted Oakley
Founder & Managing Partner, Oxbow Advisors
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 15
$23.47
+6.5%
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.
Energy
Long
Apr 15
$52.53
+8.2%
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.
Energy
Long
Feb 17
$83.03
-1.3%
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.
Macro
Long
May 21
$192.50
-1.4%
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.
Energy
Long
May 21
$39.69
-4.3%
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.
Energy
Long
May 21
$20.20
-3.0%
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.
Energy
Long
May 21
$57.05
-0.9%
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.
Energy
Long
May 21
$53.53
-12.9%
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.
Energy
Long
May 21
$7.22
-14.4%
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.
Energy
Long
May 21
$104.53
+6.7%
We are in the early innings of a commodity super cycle that most investors are missing. He owns a diversified basket including Rio Tinto (iron ore, other metals) and Vale (iron ore), both with high dividends, as well as exposure to tungsten, fertilizer, uranium, and antimony. The cycle has been telegraphed for years but remains underowned.
Other
Long
May 21
$16.32
-1.6%
We are in the early innings of a commodity super cycle that most investors are missing. He owns a diversified basket including Rio Tinto (iron ore, other metals) and Vale (iron ore), both with high dividends, as well as exposure to tungsten, fertilizer, uranium, and antimony. The cycle has been telegraphed for years but remains underowned.
Other
Long
May 21
$157.33
-3.1%
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.
Energy
Long
Apr 15
$17.50
-6.0%
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.
Other
Long
Apr 15
$98.35
-13.6%
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.
Other
Long
Apr 15
$441.12
-7.6%
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.
Other
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