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Q: We are at equal weight, full positions [2 O&G stocks, 2 midstream]. Our goals are dividend growth, some capital appreciation. My question is whether we should overweight midstream over O&G stocks given 1. macro/ political [Trump tariff threat and preference for lower O&G prices], and 2. data centre demand.

Asked by sam on January 03, 2025

5i Research Answer:

Both macro themes regarding the political landscape and the data center demand are legitimate....

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