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**An Exciting Opportunity: Why NOW Is the Time to Buy Magellan Midstream Partners (MMP)**
LNG stocks to buy - export to Europe LNG and transportation.
Readen Holding Corporation (OTC Pink: RHCO) : An Emerging Hong Kong Fintech Leader $RHCO
Noob here: Looking for advice on dividend paying stocks.
Oil is Over $80, Natural Gas is Going to the Moon
Question for the Experts - OPEC Oil Feuds
Can someone take a moment and explain cash secured puts to me?
March's Earned Dividends from a $20,000+ Account
Mentions
are there any alternatives to ET and EPD that arent MLPs? excluding OKE because of valuation
Look at PAA and OKE. Good upside and great dividends.
I think this what most others have said - definitely a high tide coming for infrastructure, energy build out, and all energy sources. I just wish some shop - maybe ARK - would launch a "Future Energy Innovation" ETF. It could still hold things like XOM, CVX, LNG, OKE etc but would also have sort of a best of IFRA, EINC, FUTY, FIDU, CTEC, ICLN. Kind of the next wave of energy infrastructure, which appears will be needed after AI gets incorporated into all aspects of business.
There are REITs like Really Income Corp, the original REIT from 1974, has always paid it's dividends, never canceled, never reduced. So far in 2025 the stock price has been stable, trades mostly in the $50-65 range. There are also natural gas and oil pipelines that pay reliable dividends: ENB, EPD, ET, KMI, MPLX, OKE. These are places to park your investment funds that offer better returns than bonds.
I will tell you my dogs i am not selling: PTLO, OKE and LYB.
only way to play AI now is to long LNG stocks since energy is the bottleneck and nuclear is years out NEXT VG KMI EQT OKE
OKE is my only green position today. And it's shitting itself AH...
I mean I haven’t looked specifically at VG. As I mentioned in another comment, you could apply the same thesis to other peers. I have looked at OKE and WMB as other considerations in the sector. ET already having scored a deal with Oracle and Cloud Burst as well as a deal to supply natural gas for the hypergrid campus developer Fermi. Being mostly located in Texas and the southeast part of the country, I feel like ET has better strategic positioning as well as existing infrastructure. They are one of the main players in their region. Other areas I would look at is the Pacific Northwest which is I think WMB mainly, but those two areas of the country I feel like will be targets for data center hubs. ET last earnings also mentioned they had potential deals being negotiated with other hyperscalers under confidentiality agreements. I did the rough math for the Oracle deal for 3 data centers and that suggested about $100M in annual revenue, $60M to $70M in Ebitda, and $20M to $30M in net income. There are thousands of data centers in the works. Here’s the map from their last earnings presentation. https://preview.redd.it/j6gs3cc8311g1.jpeg?width=1170&format=pjpg&auto=webp&s=8e6dc9ae0635220a621de146374d1b6b4d031825
I just like to blurt out the nonsense word "oneok" since it's OKE earnings tonight.
OKE (10%), FI (10%),BMRN (5%),HALO (5%) andASML (5%). Eyeing adobe
I like these four at this valuation: OKE, BMRN, FI and HALO
Nuclear still decades away. Natgas will fill in to power dara centers until then. Water demand will only rise, especially considering how much water data centers use. AWK is the best pure water stock. WTRG is a good water/natgas stock. XYL provides parts for water companies. OKE and EQT for pure natgas. Some good energy companies are D (Dominion) and DUK (Duke). Defense: ONDS is looking tobe the most promising drone company. RCAT is a good pick too. Can't go wrong with old players like LMT.
HESM's good, long history. But look also at SUN, CQP, USAC, OKE, ATO — lots of outliers in there.
Yeah, sure (sorry, this is a bit of a rambling rant, but gives you a little look inside my controlled chaos). The common theme is really simple, find wonderful companies and just keep buying them at decent value points and holding more and more over long periods of time. Before I started investing I tore through a bunch of books. I started following companies and engaging daily. Researching companies, jumping on earnings calls, looking over financials. I learned the foundational aspects of the art of valuation. The book that struck me the most was One up on Wall Street. We run into incredible companies all over in everyday life, keep your eyes open and you'll see them. That gives you a great spot to start your research. When you find good ones buy, get to know them better and if you're right buy more. Then buy some more and keep buying. And if you're wrong cut bait and move on quickly. IMO, reading and learning is lost on too many coming into investing today. If you don't want to learn and don't enjoy learning about the details of how a business functions you shouldn't be investing in equities. If you enjoy that as a hobby and want to use your time to do those activities, equity investing may be for you. This led me to buy Apple in 2008, Activision in 2009. Netflix and Google in 2011. Costco in 2012. Casey's General Store in 2012. Tesla in 2013 (although I'll still argue this was a stupid move by me as the financials were scary). NVDA in 2017. MELI in 2020. It also led me to others at great value points too like OKE and ABBV and NTDOY and 6016.T and KNSL. All solid, well run companies with a level of pricing power and some special sauce. And I don't really sell, if it's working I look for spots to add more. Also, I slowly built a cash allocation plan. I never invest just b/c I have money. I stack money until I high conviction idea. And I don't just buy once, I generally aim to build a position out over time, getting to know a company better and better and building knowledge and conviction...or not and then I cut bait. That may lead to long periods where I'm sitting on cash equivalents (like SGOV and some select Munis and high quality Bonds right now). But then when I see value I generally go crazy. Example, in 2018/19 I was building a few positions (like NVDA) but largely building cash as I didn't have any great ideas. I was still buying small tranches of my favorite companies, but in small increments (I'll be a net buyer of equities until I die). Then when 2020 hit valuations were massively attractive so I went crazy. I made about 100 buys between Feb and August. Did the same in April of this year...over a 2 week period I deployed a massive pile of cash. When the market provides attractive valuations, I always have cash ready to go. I'll never deploy 100% of my cash and new money always goes immediately to cash holdings. Options -- My thoughts are simple...if valuations are stretched and you're ok moving on from some shares, sell covered calls. If valuations are low and you would like to take on some shares at specific price points, sell puts. Around 2013 I picked up Options as a Strategic Investment (the options bible IMO). I don't necessarily aim to TRADE, but to use options as part of my long term buy and hold strategy. That leads to me SELLING a ton of options, but buying very very few. In April of this year I sold a ton of puts at prices I wanted to add shares. I'm generally very conservative here so the only equity I took on was HIMS in the 25-30 range (below my fair value range by a fair %). The others just added cash to the cash pile. Google is a good example. I was selling puts in the 120-135 range, but I was also buying a little in the 150-170 range. Recently I've been selling a lot of HIMS (overvalued from my 33-37 fair value range), NVDA (I never rebalance to rebalance but this position is extreme and above my 130-142 fair value range) and AAPL (above my 180ish fair value range) covered calls. I've also been selling CRM puts in a conservative 205-220 range (just above my 197 bear case and below my 225-250 fair value range). I don't recommend options for most, but if you really have a good feel for valuations you can use them strategically to get in and out of positions and drive additional cash to invest.
By the close I’m expecting gains from OKE. I love those boring stocks no one ever talks about
Idk man everything is so run up right now. The only play I'm actively making is buying up BULL under $14 and going to load up on calls if I can get them a little cheaper hopefully. I think it will run up to $17-20 before earnings Aug 28th I'm also keeping a close eye on SOFI, really interested if it can hold this $21-22 new high or if it falls back down under $20 CRWV might be about to explode back to $150 but it's very risky so I probs won't touch it. OKE is a natural gas play that isn't super exciting but it's about to pump steady 1-2% gainer days over the next month or so. Buy shares, there's no one trading options on it. RTX is killing it in the defense sector, and MDLZ is an consumer staple / food conglomerate that is about to break out in a large move - you decide if you think that's up or down though.
I have a small position in OKE because it looks like it will have an explosive move, but it could take weeks.
^next ^week #CHINA HAS ALWAYS BIGLY BEEN BAD AT DEALS! I CALL XI PRESIDENT XI-OKE ON THESE NUTS ALL THE TIME. VERY SAD FROM china BUT EXPECTED
I don't all in anything, but OKE has been one of my best picks multiple times through 10 years of investing, I don't have a bad thing to say about the company
Anyone trading gas pipeline stocks atm? KMI, TRP, OKE?
Adding more OKE (oneok) calls. The stock keeps performing better than OXY
A little contrarian and I’m willing to be patient on these - truckers: MRTN SAIA JBHT ODFL Everyone thinks European defense is the hot new thing. But HII has a much more room to move IMO. “Picks and shovels” is a theme that should continue to work: ENTG, URI, OKE, TMO, VMC
# Energy * Winners: COP (+9.18%) and OKE (+7.66%) benefited from strong oil and gas performance. * Losers: Most energy companies fared well this week; losses were minor. * Trend: A positive week overall for the energy sector, supported by rising commodity prices.
have you guys considered that youre in shit stocks? my stocks are split, notables today are: ABBV, CLX, ES, GD, HD, IBM, OKE, XOM.
Meta at 80 for some reason I was like could it go the way of MySpace 😅 so I never bought it OKE my avg is $42 but I started buying in the upper 20s in 2020. Google I started buying when below $100 currently avg at $139 I hope one day I can regret not buying more intel stock 😂😂 because currently I’m maxed out on that position
I’ve been making a killing on Walmart. Took some profits last week. Them and OKE. Once OKE announced the stock purchase of another company they pulled back a bit. But OKE is a monster. Literally buying up all these pipeline and infrastructure companies like they’re Cookie Monster.
Midstream made bank for me this year: OKE, ENB, CNQ.
I hope you did man. I was a MMP employee and everything has been good since the buyout on the operator side. Refined side of business is a cash cow we have made OKE so much money. Stock is going crazy. We make up less than half of the company and produce half of the profit. Smart move on OKE to buy MMP.
It spiked after the election, then settled down to a level lower than it was prior to the election. It couldn't mean that it will return to its normal trajectory and the election was a sugar-high and can be ignored. But Trump's win may not be a good thing for the clean energy industry. It could be, but not in the short term. I look at $OKE (OneOK) \[Natural Gas\] as more attractive in the next six months.
OKE, OneOK, great stock, great company, yielded me tremendously good results. I have a long position in them btw. https://preview.redd.it/k2exqwgv8k0e1.png?width=1589&format=png&auto=webp&s=2d29a94ac193cac8276afb5672e5a773ba5f0594 Bought them very cheap in the 60's range, like to buy more of them, but not at this valuation.
Just hodling things like VOO, QQQ, SCHD, and JEPQ in a Roth, Sep and brokerage. Throw in some dividend stonks like LMT, OKE and maybe a couple others if you’re feeling spicy. But if you invest that cash into those first funds and just sit on it, it’ll grow (well, they’re all at record highs right now, but the goal is to have more money in decad(es) not immediately. JEPQ will give you fat monthly dividends but won’t grow as much as the others
I bought chunks of OKE and GOOG in the pits of 2020. They've ballooned to be massive proportions of both my savings and IRA accounts. What are the recommendations? Hold it all? "Rebalance" some?
I didn’t sleep well, did go hard at the gym, just not feeling so well OKE! Oh you said your ex, nvm.
I'll bite on a sector / subset of publics that isn't one of the single sentence answers permeating this thread - pureplay natural gas E&Ps . and probably midstream publics with an asset portfolio that skews nat gas, like KMI or WMB; same goes for public MLPs if you're banking on corporate tax rates to go back up ~35%. Mid-term macro forecast is favorable with (1) a number of LNG liquification projects coming online and finally moving volumes, (2) obvious demand pull from AI-driven / datacenter demand, (3) a good number of gas midstream infrastructure comes online (and also begin moving volumes) over the next few years as well. Most of these guys trade at (rough estimate) 1.5xish to NTM FCF or so, generally? Also most have pretty strong cash yield (in addition to a pretty cheap price) Examples of E&Ps include (off the top of my head) : CHK, AR, EQT, RRC Midstream / MLPs (also off the top of my head): KMI, WMB, ET, EPD, OKE
Since the comments will mention mainly NVDA and eventually TSLA, I am going elsewhere. Just for context I started trading on March 2020. So there were plenty of opportunities. Buy all in OKE stock as it doubled and back in 2020 it yielded 9% div, as the price was so low. So overall would have been a nice move. AVGO would also have been a great advice.
“Hi. Welcome to Taco Bell! How can I help you today?” "hi I lie a namer on with a oke, no omaoes” “I’m sorry, I didn’t get that. Could you repeat your order?” “Namber ON, OKE! NO OMAOS!
I hold about 20 dividend payers. Some are C, DOW, MO, OKE, PRU to name a few. My most recent adds are OGN (5.3% yield), TGNA (3.3%) and EVC (9.6%). I think all 3 of these have 50% upside in next year IMO. With OGN, I like their growth in women’s health and bio similarities. The other two will benefit hugely due to ad spending on the presidential year election cycle in the US.
I had a lot of Magellan Midtream. Oil is cyclical so waiting for it to crash again to accumulate back in to OKE
I shorted OKE once when it dropped to $20 back in like 2016. Then it went to $50 and I shorted it again and got out with like a 20k loss or something when it dipped below $40. It is one of those long only stocks for sure.
I shorted OKE once when it dropped to $20 back in like 2016. Then it went to $50 and I shorted it again and got out with like a 20k loss or something when it dipped below $40. It is one of those long only stocks for sure.
Yea sorry I meant a company like OKE but without refined products distribution so like TRGP… not a natural gas company - those are dog water.
I’d personally want to see how MMP integrates in a little longer - still pretty new, don’t like the rationale behind that acquisition, and would rather own a pure play natural gas / ngl competitor over OKE if that’s your angle
GOOGL, AMZN the big tend to get bigger, been in GOOGL since just after the IPO and AMZN for 12 years. OKE, WMB, ET - all that tech needs energy, and no matter what the Henry Hub price is these folks get paid to move it. HOOD - I can see this turning into a legit financial services company and their app is my fav.
Seriously, sell covered calls. Weekly. The premiums are juicy, and then invest your income in something less juicy? Or, sell half and buy MO or OKE or MAIN. Something that pays you an income
Good 'ol $OKE. Good paying, solid earner.
I was just looking at OKE's and MPLX's revenue growth and profit margin numbers against ET. I know little beyond what I just looked at as far as OKE goes, but I know MPLX fairly well. MPLX mostly sits in the Utica wet gas and oil window and is responsible for taking away a ton of production in that area. E&P's in that area are starting to poke holes in Noble County and I think there's going to be a rush to grab acreage soon which will bring MPLX through with pipelines and fractionation plants. You have an opinion on that?
PAA is ok... mostly crude, limited NGLs. Honestly $OKE is better positioned with substantial basin takeaway for NG, NGLS, and crude. Plus there's there overlapping refined product system. Largest in the middle US. Much more dynamic and diverse.
You may have these income stocks, but if you don't, I would look at JEPI, JEPG, TFC, OKE, BNS, ARCC, BXSL, and PDI. They should be ok at protecting the principle you are investing. If you don't mind the tax headache, you might like ET and MPLX. Both are good MLP's.
Thanks that’s how I’m currently set up a flat amount to max Roth and 457 is a 10% which will keep up with raises. This year I threw the Roth into SCHD since I won’t touch it for 30 years. Every so often I’ll get an extra 5k or so and throw it into a stock of my picking, ie: OKE (which has been amazing over last couple years) I guess what I was asking was should I tone back the 457 and put into investment account and buy as I wish?
PAGP = my worst @ +6.1% total return (-15.3% on price only) OKE = my best @ 248% total return (+212% on price only)
Why not hold? Its cyclical but still in an up cycle. I have OKE, its done great. Accumulating CVX.
Cool man. I was never a big fan of SCHD. OKE looks interesting. I'll add that to my watchlist.
I would at least take a picture or screenshot of what it shows in the main screen. So you see how many shares and how much your cost basis is for each stock. I'm sure you could print something out but I don't know how, because since it had me switched already I can't log back into my TD account. It just sends me to Schwab. I looked at a bunch of the last time I bought stuff through TD and it shows I paid more per share than the highest price for the day. I always buy with a limit order. So the chance that every time I bought shares this year I paid above the highest price of the day is not possible. But I can't prove it now. The only reason I started looking is because I own shares in MMP and they merged with OKE this week. I wanted to see how that worked out for me. Of course it's messed up, but they said it will be fixed in a few weeks! That is so crazy how they can pull this crap and we can't do anything about it.
I voted no. If it goes through though I might sell. Do you know what date we'ed have to sell by in order to sell MMP shares instead of OKE shares?
Oh holy shit you were right. I got fukd by an OKE.
My port is loaded up with the boomer juice stocks. $OKE $OXY $XOM $EPD $PAA
Yup. You could drop all that into a blend of fairly safe >7% dividend stocks - VZ, T, OKE, MO, ENB - and collect about $100k a year in passive income.
Bought into $LNG today. Going to keep DCA'ing it on dips. I make picks in the evening in case I get gains and want to move into something else. These are my ones for tomorrow. I choose based on if one has dipped and found support. TMO, TCOM, PZZA, PTEN, OKE, FANG, APA
Going to watch price action on these in the morning. Will buy into whatever dips and finds support. Most wanted is $LNG Others: $TMO, $OKE, $APA, $ADM
ONLY energy stock I have is OKE. Love it and my hometown.
Gay stuff like SPY500 and a little QQQ, some defense stocks like Northrup and Raytheon, CPB Campbell Soup Co, MDLZ Mondelez, good chunk of Microsoft, Intel, some US natural gas OKE and OGS, Delta Airlines, GPC Genuine Parts Co, big chunk of 2 year T-Bills paying 5.1% interest, and some OTM puts that expire in Dec on NVDA and AMD because I can't stop being a bear.
Never try to time the market. If it's a company with solid financials and the PE ratio isn't too high, buy it. If you like dividends keep that in consideration. OKE is a good one to consider. Natural gas. Don't take my word but look it up for yourself and see if it fits your strategy.
Seeking and holding dividend paying stocks has been working for myself. Dividends paid into my Roth are also untaxed so that’s a huge plus. I started buying ET at $4 a share…. Besides the dividends the stock has tripled in value since I’ve been buying it. I was also heavy into MMP which paid a nice fat dividend for years and then I got a 25% overnight gain when they were sold to OKE. Msft, aapl, and rtx pay low dividends but have seen colossal growth. And each is 3% of my portfolio. But do go on about how my strategy isn’t a good own lol.
Yep SCHD and OKE had a good day. We need the rest of the market to catch up some
I made money in 2020 buying casino and cruise stocks(50% gain but only on 18K money) and decided ETFs are the way after that lol. Only stock I own is OKE( Nat Gas/Oil and 6% divi )