$OKE ONEOK Tape Reports
Per Ticker.id: $OKE ONEOK Tape Reports — 4 podcast mentions across 2 podcasts (30 days), latest 2026-08-18 00:05 UTC.
Hi, I'm calling about Oneok, O-K-E. Wondering if now is a good time to pick some more of it up, or if I should wait for another opportunity. I'll be listening on your show. Thanks so much for all the good information.
Steve Peasley — InvestTalk · Global Shipping Under Siege: How Hormuz, the Black Sea, and Red Sea Threats Hit Your Investments · 2026-08-18All right, looking at— oh, Oneok, OKE is the symbol. This is one of those names we're actually looking at this amongst others, uh, some mid-cap— sorry, not mid-cap— midstream names that we'd want to— oh, what do they own? What do they do? They gather, process, sell, and transport natural gas, natural gas liquids, oil, et cetera. It's a great business, $60 billion market cap with decent amount of debt, but return equity 16%. But this is the type of name that you want to own in this geopolitical environment, because clearly we need more, we need to continue to produce energy here in America. Like oil, natural gas to feed AI data centers. And remember, they, they make money off a toll, basically. It's good business. It's all about the flows. As long as our flows continue to grow, they're going to make money. Earnings are supposed to be $5.72 this year, $6.20 next year. It's a $95 stock. Now it has ran up from a low in the 60s, low 60s. Now we're at 95, so it's had a pretty good run. But the technicals are solid, and this is once again a type of name that you want to own. I do like the refineries a bit better, but I don't have a—
Justin Klein — InvestTalk · Global Shipping Under Siege: How Hormuz, the Black Sea, and Red Sea Threats Hit Your Investments · 2026-08-18Yeah. So just kind of go through what we did last week so we can get our trades done as Well, so in our 60/40— so again, just for listeners, we run about 80 different portfolios for clients. So we run 60/40, 80/20, 70/30, 90/10. We run all equity models. We run all fixed income models. It just depends on what the client needs. We talk a lot about the 60/40 here with Adam because it's kind of that middle-of-the-road one. It's just the one that everybody kind of looks at. Again, we can look at all equity models, but then you kind of miss what's going on in the rest of the market. So the 60/40 is a really good kind of benchmark for what's happening globally. Stocks, bonds, gold, everything else, it all gets reflected by the 60/40 model. Um, so that's kind of one we talk about a lot. So in that portfolio this week, we sold ONEOK, which was, um, our— one of our pipeline plays, and we bought Williams Partners, which is just another— we just replaced it, one, one for the other. It was just a swap of pipelines, had a little bit better yield, uh, technical chart looked a bit better. And, you know, being in the position that we wanted to be in for that power provision space. We thought it was a good play. May not, we'll see if it works out. We also sold BlackRock and not for any real reason other than we had a little bit of a gain on it and it's been underperforming a bit this year relative to other banks. And again, we've still got a lot of this kind of secondary offering market, IPOs, et cetera, kind of investment banking transactions that are going on. Swapped BlackRock for Goldman Sachs to get a little bit more exposure to the investment banking side of the ledger. Again, this is— these are, these are relatively small changes to the portfolio, 1.5%, 2% of the portfolio. These aren't huge. The rest of the portfolio was basically just rebalancing. Microsoft had gone from a 4% position to 6.5% after earnings. So we reduced that back to target weight. Google had gone from about its 4.5% weight to almost 6%. After its earnings, you know, um, after its earnings and the run post-earnings.
Lance Roberts — Thoughtful Money with Adam Taggart · Recent Market Breakout Running Out Of Steam? | Lance Roberts · 2026-08-15