Letters by company
Oneok INC /new/
8 letters discussing OKE. Everything written about it on this site is on its ticker page.
- Andrew Hill Investment Advisors 2026 Q3 Client Letter Andrew Hill Investment Advisors increased emphasis on high-grade corporate bonds, cash buffers and AI-adjacent energy exposure as oil, inflation and higher rates complicated the outlook. The firm argues that Nvidia, Microsoft, Arista Networks, Eli Lilly and Vertex Pharmaceuticals remain durable beneficiaries of AI infrastructure and biotechnology trends while maintaining caution on broad equities. third quarter of 2026 AAPL $5.2TADP $121BANET $248B
- Andrew Hill Investment Advisors Q1 2026 Client Letter Andrew Hill Investment Advisors reduced equity, long-duration bond and gold exposure, added short-term bonds and an S&P 500 inverse fund, citing the Iran conflict, energy inflation and weakening economic conditions. The portfolios emphasize Nvidia, Microsoft, Apple, renewable-power equipment and U.S. gas infrastructure, while adding EQT, National Fuel Gas and Rivian. The firm argues that AI-driven electricity demand and localized energy production support its energy and utility themes. 2026.Q1 AAPL $5.2TEQT $33BGEV $214B
- Andrew Hill Investment Advisors The Client Letter Andrew Hill Investment Advisors maintained a defensive tilt through natural gas, healthcare, gold and short-duration fixed income while adding Tesla, Deere, Microsoft, Nvidia and Henry Schein. The firm reduced JPMorgan, Goldman Sachs and Nvidia, avoided most real estate and oil exposure, and argued that inflation, war-related supply shocks and tighter Federal Reserve policy would keep markets volatile. 1st Quarter 2022 AAPL $5.2TDE $187BMSFT $3.9T
- Andrew Hill Investment Advisors The Client Letter: Pivoting Investment Strategy Andrew Hill Investment Advisors expects pandemic-driven supply constraints to ease while labor and housing shortages keep longer-term inflation elevated. The firm harvested gains in speculative growth holdings, shifted from Nvidia to Apple, and favors recurring-revenue growth companies, renewable energy, financials and healthcare as Federal Reserve policy tightens. Year to Date (as of December 15, 2021) AAPL $5.2TABBNY $153BABBV $521B
- Marram Investment Management 2025 4th Quarter Letter Marram trimmed Fifth Third, initiated Oneok and added to Plains All American while moderating regional-bank exposure as valuations expanded and underwriting loosened. It exited AvidXchange and BILL, reduced Paysafe, and shifted payment-technology capital toward PayPal, Shift4 and Paymentus, citing durable cash-flow growth despite valuation compression. 2025 4th Quarter FITB $49BFOUR $3.3BPAY $4.3B
- Andrew Hill Investment Advisors 2024 Q1 Client Letter Andrew Hill Investment Advisors added to EQT and retained Oneok for a potential commodity rebound, while keeping portfolios overweight equities and concentrating on AI beneficiaries including Nvidia, Microsoft, Dell, Constellation Energy and NextEra. The firm favors investment-grade bond ladders and argues that passive-fund flows can push share prices away from business fundamentals. 1st Quarter of 2024 CEG $94BDELL $238BEQT $33B
- Andrew Hill Investment Advisors Hurricane Ian Edition of the Client Letter/4Q2022 Andrew Hill Investment Advisors cut equity exposure, added an S&P 500 short position and kept bond maturities short with high credit quality as the Federal Reserve raised rates. The firm favored energy-transition holdings and rebuilding beneficiaries, while waiting for bond yields and earnings expectations to stabilize before extending duration or taking more equity risk. Q3 2022 NEE $180BTSLA $1.5T
- Andrew Hill Investment Advisors The Client Letter AHIA kept cash balances high, shortened fixed-income exposure and underweighted equities while beginning to add stocks and bonds, with Alphabet the largest addition. The firm favors technology, healthcare, renewable energy and banking holdings, and reduced Tesla to establish Enphase amid concerns over the Twitter distraction. second quarter of 2022 —
