Financial Advice Suggests Swapping Energy Transfer for ONEOK
What happened
Fisher Investments promoted retirement income strategies on November 6, 2026, suggesting investors swap into ONEOK. This advice follows Energy Transfer LP raising its quarterly distribution for the 20th consecutive quarter. The payout increase occurred despite Energy Transfer's earnings per unit missing analyst expectations by about 20%, which was attributed to $379 million in paper losses on hedges.
From aol.com
Why it matters
The promotion highlights specific tax and yield advantages of Energy Transfer's payouts, noting that holding the stock in a taxable account can offer tax deferral benefits. The advice suggests ONEOK as a potential alternative investment to Energy Transfer.
Midstream energy stocks, including ONEOK, Enbridge, and Energy Transfer, are currently near entry points.
From aol.com
Who's involved
- Fisher InvestmentsInvestment adviser promoting retirement income strategies
- Energy TransferAmerican energy pipeline company that raised its quarterly distribution
- ONEOKOklahoma based energy company suggested as an alternative investment
- Kelcy WarrenExecutive chairman of Energy Transfer
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- ONEOKSpeculative
ONEOK might see changes in investment demand as investors seek alternatives to Energy Transfer.
- Energy TransferSpeculative
Energy Transfer might see changes in stock prices due to the promotional advice and its recent dividend raise.
Possible ripples
Who this could reach next, traced step by step from the reporting. Possibilities worth considering, not forecasts.Keep exploring
The entities involved
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ONEOK
Oklahoma based energy company
Nothing else this week.
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Energy Transfer
American energy pipeline company
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Fisher Investments
Founded in 1979 by Ken Fisher, Fisher Investments is a fee-only investment adviser serving financially successful individuals & prominent institutions globally.