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Suncor Energy Inc. (SU $53.12)
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Enbridge Inc. (ENB $60.55)
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Canadian Natural Resources Limited (CNQ $43.97)
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TC Energy Corporation (TRP $64.66)
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.