Joe Terranova Oneok Inc New OKE-N BUY Apr 18, 2022

They raised their 2015 dividend guidance and the market is not giving them credit for it. They are a US based pipeline company. They are exposed to more commodity volatility than peers, but they do a great job of managing it. Thinks they are being excessively punished. They raised their guidance for 2015. In Canada there are complications in owning this.

They just closed a merger and picked up a great set of assets. Pays a 6.25% dividend yield.

Announced earnings, slightly mixed, and raised guidance. Trades under 16x PE and pays a 5% dividend. Likes it overall.

A good company that pays a 4.7% dividend.

Pays a yield higher than a 10-year treasury note, earnings growth is outsized and is cheaper than the S&P aggregate (under 21x 2025 PE). Is up 35% this year. It's hard to build new pipelines in the US, which offers them a moat, and demand for oil and gas is now strong. This pays a 4.18% yield which they regularly increase and will be helped by falling rates. Also, they diversified their business by buying a natural gas company, which is a good industry.