Meh.
I was in oil infrastructure under Obama. It has been beaten up and like it or not, we need oil as part of our energy picture for a couple of decades unless you are willing to suffer a catastrophic economic calamity. I put gas in my car as do most Americans.
Regarding pipelines in general, that oil is going to be monetized, and I have seen no evidence apart from the special interest group noise that pipelines aren't the safest manner to transport it. Not really a huge issue with me one way or another.
Bank stocks will do better in rising interest rate environment.
Got out of some of the medical reits that made sense in an Obamacare world.