As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...

Core Insights - ONEOK has recently completed acquisitions and is now being evaluated as an integrated company after two quarters of performance [1] Company Performance - The article discusses the performance of ONEOK as an integrated entity following its recent acquisitions, indicating a focus on how these changes have impacted its operations and financial results [1] Investment Perspective - The author emphasizes a value investing approach, suggesting that the company is expected to produce high returns over a 3-8 year horizon, particularly as value returns to other sectors [1]

Concerns over U.S. stock markets being overvalued, along with fears of a possible recession in the world’s biggest economy, have been persisting for quite some time now. The overvaluation chatter has received a fresh impetus after Fed Chair Jerome Powell said last month that stocks are “fairly highly valued.” His comments, which many see as akin to former Fed chair Alan Greenspan's 1996 warning about “irrational exuberance,” received backing from valuation guru Ashwath Damodaran. U.S. Stock Market Valuati ...

Core Insights - The article emphasizes the importance of a holistic approach to investment recommendations, considering the entire investment ecosystem rather than evaluating companies in isolation [1]. Group 1: Analyst Background - Michael Del Monte is a buy-side equity analyst with over 5 years of experience in the investment management industry [1]. - Prior to his current role, he spent over a decade in professional services across various industries, including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and Consumer Discretionary [1]. Group 2: Investment Philosophy - Investment recommendations are based on a comprehensive understanding of the investment ecosystem, highlighting the interconnectedness of various sectors and companies [1].

Group 1: Investment Plans and Strategy - The Williams Companies, Inc. (WMB) plans to invest approximately $3.1 billion in two power projects aimed at supporting the increasing energy demands of U.S. data centers, bringing the total capital for "power innovation" initiatives to $5 billion [1][10] - WMB is diversifying into "power innovation projects," including the Socrates project, targeting data centers and AI-driven demand, which positions the company at the intersection of energy and technology [2][5] - To fund these projects, WMB has increased its 2025 capital spending plan by $875 million, setting a range between $3.45 billion and $3.75 billion [7][10] Group 2: Market Demand and Industry Context - The rise of artificial intelligence (AI) is significantly increasing the demand for data centers, which require more electricity to support their operations [4][5] - The U.S. Energy Information Administration projects that power consumption in the United States will reach record highs in 2025 and 2026, driven by the rapid expansion of data centers [5] - Midstream companies like WMB are well-positioned to benefit from the growing clean energy demand from data centers by utilizing their pipeline networks to transport natural gas to power plants [5][6] Group 3: Business Model and Financial Stability - WMB's business model is primarily fee-based, with about 90% of its EBITDA derived from fixed contracts, providing insulation from commodity price fluctuations [3] - The fixed-price projects are agreed upon for a period of 10 years, with an option for customers to extend them, ensuring stable revenue streams for WMB [3]

BROOKFIELD, NEWS, Oct. 03, 2025 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Partners will hold its third quarter 2025 conference call and webcast on Friday, November 7, 2025, at 9:00 a.m. (ET). Results will be released that morning before 7:00 a.m. (ET) and will be available on our website at https://bip.brookfield.com. Participants can join by conference call or webcast. Conference Call Please pre-register at: BIP2025Q3ConferenceCallUpon registering, you will be emailed a dial-in number and unique PIN. T ...

PresentationKeith StanleyWolfe Research, LLC Hello again, everybody. For those who don't know me, I'm Keith Stanley, I run our midstream group here at Wolfe Research and very happy to have ONEOK senior management with us as well today. We have Pierce Norton, CEO, Sheridan Swords, Chief Commercial Officer. Sorry, Sheridan; and Walt Hulse, CFO. So thank you all for joining us. As I said in the last one, please feel free to throw your questions in, just raise your hands and happy to have you participate in th ...

PresentationKeith StanleyWolfe Research, LLC Hello again, everybody. For those who don't know me, I'm Keith Stanley. I run our Midstream group here at Wolfe Research. And I'm very happy to have ONEOK's senior management with us as well today. We have Pierce Norton, CEO; Sheridan Swords, Chief Commercial Officer, sorry, Sheridan; and Walter Hulse, CFO. So thank you all for joining us. As I said in the last one, please feel free to throw your questions in. Just raise your hand and we're happy to have you part ...

Group 1 - Hess Midstream LP (NYSE:HESM) experienced an 11.7% decline in share price from September 18 to September 25, 2025, making it one of the worst-performing energy stocks during that week [1] - The company updated its guidance, indicating a reduction in Bakken rig activity by Chevron from four to three drilling rigs starting in Q4 2025, which is expected to impact oil throughput volumes [3] - Despite the anticipated plateau in oil throughput volumes by 2026, Hess Midstream expects long-term growth in gas throughput volumes in the Bakken through at least 2027 [3] Group 2 - Wells Fargo downgraded Hess Midstream's stock from 'Overweight' to 'Equal Weight', lowering the price target from $48 to $39, citing reduced EBITDA growth and capital return due to Chevron's rig activity changes [4]

Core Insights - NGL Energy Partners LP (NYSE:NGL) experienced an 8.91% decline in share price from September 18 to September 25, 2025, making it one of the energy stocks that lost the most during that week [1] - The company is a diversified midstream MLP providing services such as transportation, storage, blending, and marketing of crude oil, NGLs, refined products/renewables, and water solutions [2] - A recent investment by director James Collingsworth, who purchased 100,000 shares valued at approximately $580,000, indicated confidence in the company's future, which initially boosted investor sentiment [3] - Despite the recent share price drop, NGL stock has increased by nearly 37% over the past six months, suggesting a strong performance trend prior to the decline [4]