Arc Resources Ltd (ARX.TO) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

Arc Resources Ltd (ARX.TO)

33.38

-0.17 (0.51%)

as of Aug 26, 2026, 6:55:49 pm Market Open.

937 watching

Investor Insights

Aug 26, 2026, 12:00 am

This summary was created by AI, based on 39 opinions in the last 12 months.

Arc Resources Ltd (ARX) is currently in a transitional state as it faces an acquisition by Shell. Many analysts believe the deal will likely go through at the stipulated offer price, suggesting limited immediate upside for holding ARX shares. A recurring theme in the reviews is the strategic decision surrounding whether to convert to Shell shares or invest in other Canadian energy stocks. Analysts emphasize the strong asset quality of ARX but acknowledge concerns regarding project delays, specifically the Attachie project, and its implications for future growth. The sentiment seems cautious, with a call for patience and possible reinvestment in other energy firms or sectors while awaiting clearer performance indicators from ARX.

Consensus

Sell

Valuation

Fair Value

Similar

CNQ

PAST TOP PICK

(A Top Pick Oct 6/11. Down 11.92%.) A fantastic company but a little more gas levered. Majority of their growth is coming out of their Montney play. Still a Buy.

Wealthica Track your Stocks in your Watch List

BUY

(Market Call Minute) Buy it now because Nat Gas out of North East BC. Some of the best wells in the country.

DON'T BUY

(Market Call Minute.) Be very careful on the energy stocks.

COMMENT

(Market Call Minute.) Extremely well-run company. Have a lot of upside at Tower, a high liquids rich play. There will be muted production growth but the dividend is quite safe.

TOP PICK

Not too sure why it sold off. This is a gassy stock but they are in the Liquid Natural Gas side of the business. A good area to be in. Company has managed to keep building its earnings through these difficult times. One of the best managements in Western Canada. Still have lots of potential.

DON'T BUY

54% natural gas. If natural gas stays where it is, they could have a problem with their dividend. Good company, but with natural gas where it is, it is all about what sort of hedges they have. Fortunately they have about 64% of their natural gas exposure hedged. Doesn't know what they have for 2013.

HOLD

This is one of his favourites. Because it is about 60% natural gas, its price reflects natural gas pricing. 50% of its oil reserves and 50% of its natural gas production has been hedged for this year and starting to make inroads for hedging for next year. Feels the distribution is going to be sacrosanct.

PARTIAL BUY

The low price is obviously reflecting weaker gas pricing. Have a large exposure to the Montney play. Very well run company. Conservative balance sheet. Good level to start accumulating. 6.3% dividend yield should be safe.

COMMENT

Chart shows it has a major downtrend. If you own, on any kind of a minor rally, sell and move onto something else.

HOLD

About 50-50 oil and natural gas. Have some good hedges in place. Well-managed. He was buying when the stock dropped below $20 this week.

COMMENT

50% weighted towards gas. Recently announced that cap X is an option, not an obligation, in other words they are willing to scale back their cap X and put it towards oil and take it away from gas drilling. Will probably have more bang for your buck in something more oil weighted.

SELL

A tough position to be in. They are not covering their distribution. Price of gas is in free fall so no one knows where the bottom is. There are a lot of natural sellers here. This could take a while. Don’t buy things that are falling in price. If gas prices stay week, it can continue to go lower. Pick a stop.

PAST TOP PICK

(Top Pick Apr 15/11, Up 3.20%) Been one of his income type stocks. About the only gas stock he holds. They were quick to move toward NGLs. Thinks they will continue to well and to pay good dividends. Doesn’t think we will see Nat. Gas go up for years.

TOP PICK

40% oils and liquids and 60% natural gas. 75%+ of revenues come from oil. Have a terrific position in Alberta in the Montne. Very astute about what they're doing with new properties. Shedding old properties that are marginal. Yield of about 4.7%. Great, long term buy.

BUY

Good company and very well run. The dividend which he thinks they will be able to continue to pay. Big exposure to natural gas but at some point, natural gas prices will stabilize.

Showing 436 to 450 of 816 entries

Most Recent Experts

Bill Baruch, Founder, Blue Line Capital

Blue Line Capital

Karen Firestone, CEO, Aureus Asset Management

Aureus Asset Management

Joe Terranova

Virtus Investment Partners

Rob Sechan, Managing Partner, New Edge Capital

New Edge Capital

Jason Del Vicario

HollisWealth

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

Arc Resources Ltd (ARX.TO)