| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| RLT | 259 | $96.50 | $24,994 | 1.49% | $77.27 | $4,982 | +24.9% | — |
In short: Deal four: "the ONEOK deal is about the Permian basin, liquefied natural gas." Terranova's point across all four is thematic — the deals are clustering in data-center infrastructure, Permian/LNG, and pharma diversification.
In short: Read out among Terranova's energy adds — natural-gas gathering/processing infrastructure, the "molecule" side of the trade Amoroso says you need for install power, new generation and mobile power at data centers.
ONEOK gathers, processes and transports natural gas and natural-gas liquids — infrastructure that earns fees on volume. It's one of the energy names Terranova added. Amoroso's frame explains why the desk likes this end of the sector for the AI era too: "you can't power data centers without energy… install power, new power generation, mobile power. For all of that you need the molecule" — the actual gas, delivered by companies like this one.
In short: His template for how he plays natural gas — "royalties and pipeline companies when they get cheap." ONEOK "got shelled about a year and a half ago" after a debt-heavy acquisition cut the stock in half; "just buy stuff like that when it gets cheap and they just keep raising the dividend."
ONEOK is a natural-gas pipeline and processing company — a toll-collector on gas moving through its network. Polomny won't try to trade the gas price itself (he calls gas "the widowmaker"); instead he buys the pipelines and royalty companies "when they get cheap." ONEOK got cheap about a year and a half ago: it made a big debt-funded acquisition and the stock got cut in half. His rule is to buy exactly that kind of temporarily-punished, steady dividend-raiser and collect the growing income while it recovers.
45:02Royalties and pipeline companies when they get cheap. ONEOK, for example, got shelled about a year and a half ago and they made an acquisition. Stock got cut in half. They took on a lot of debt. Just buy stuff like that when it gets cheap and they just keep raising the dividend.
In short: Named with Energy Transfer and Enbridge as a midstream operator "being approached" to run pipe to data-center power plants — the natural-gas bridge fuel for AI demand. Part of the "play it through pipelines" thesis.
ONEOK is another big natural-gas pipeline and processing company. Polomny lists it with Energy Transfer and Enbridge as midstream operators being approached to pipe gas to new data-center power plants — the same "own the toll road, not the tenant" way to ride AI power demand.
30:09bridge fuel. We've talked about that before. We've talked about Energy Transfer Partners, ONEOK and Enbridge all being approached by people saying, hey, run a pipe to our power plant for our data center. We've shown the chart that shows, I think it's by 2030, doubling the amount of LNG exports from the US.
In short: Building fuel pipelines into Denver (e.g. gasoline) — a liquids-oriented expansion. A solid midstream name, but the liquids tilt is the kind Sanghani favors less than the natural-gas pipelines.
Oneok is a midstream company expanding pipelines that carry liquid fuels — for example, gasoline lines into Denver. It's a solid operator riding the same build-out boom.
But it sits on the "liquids" side rather than the natural-gas side, and the article's analysts specifically advise favoring gas pipelines over the oil-and-liquids transporters in a weak-oil environment — so it's framed more cautiously than the gas names.
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