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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (38651)	8/1/2010 10:12:11 AM
From: E_K_S	Read Replies (1) of 78748

ONEOK Partners, L.P. (OKS) ONEOK Partners to build up to $700M of NGL projects ogfj.com Published: Jul 27, 2010 Investments Include $450-$550 Million for Bakken NGL Pipeline; Related Expansions of Mid-Continent Fractionator and Overland Pass Pipeline ===================================================================== This is exactly the company I have been searching for with substantial investments in the NG gathering business. They are one of the smallest of the majors (market cap of $7 Billion) but are well positioned for future growth. finance.yahoo.com At current prices, this one is not really a value play. With a PE of 20, it sells at the industry average and twice that of other major competitors (ie EP & ENB - I own both). The company does generate excellent cash flows and still yields 6.6%. I might be interested if OKS sells back down to $50.00/share. I will put it on my watch list and look to buy a tracking position on any sell off. EKS

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