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TSE:ARX

Arc Resources Ltd (ARX.TO)

33.43
-0.12 (0.36%)
as of Aug 26, 2026, 8:00:01 pm Market Open.
937 watching
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Investor Insights
star iconAug 26, 2026, 12:00 am

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

Arc Resources Ltd (ARX-T) is currently under scrutiny due to the impending acquisition by Shell. Many experts indicate that there is little strategic advantage in waiting for the deal to close, particularly for those in taxable accounts, as the conversion to Shell shares may be a more tax-efficient option. While the deal is generally seen as positive, concerns exist regarding the performance of natural gas prices and production profiles post-acquisition. Some analysts recommend transitioning into alternative energy stocks like CNQ or OVV, given that the energy market is expected to experience volatility. Other analysts believe patience is warranted, suggesting that the company's quality assets could yield long-term benefits despite short-term setbacks associated with the Attachie project.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
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Similar
TOU
BUY ON WEAKNESS
Like this a lot. Just increased its capital expenditure program which will go to good use. Exposure in the Montney region. Has land/opportunities in great areas.
BUY
(Market Call Minute.) Trusts are probably not a bad way to weather the uncertainty in the oil market.
BUY
Signed an agreement with the Alberta Research Council on carbon capture storage. The large amount invested cuts into the profits available for shareholders. Expect it will continue to be a pretty good performer.
BUY
9.5% yield. A stable producer that has become a growth producer and, as a result, the price will move higher and the yield comes into line with other growth trusts.
PARTIAL SELL
Some of these stocks could correct another 10%-15%. From a longer-term perspective, he likes this one quite a bit. Have a significant exposure in the Monte area of B.C., which is a big resource play and will underpin some strong growth. 2010 and 2011 are very positive for the company.
TOP PICK
Distribution of over 9%. Gas people are just making money hand over fist. This company is one of the best in the industry. Also have 140 sections in the Montney, which gives them some long-term hits. Expect distributions will be increased.
BUY
10% distribution. Quite a bit above its 200-day moving average.
BUY
(Market Call Minute.)
HOLD
(Market Call Minute.) One of a nice, but larger, slower growing trusts but you can get a nice yield on it.
BUY
Alternative to BCE. Horizontal fracturing stimulates wells that were not economic previously. Increasing production but priced as if flat production, so could rally, plus a good yield. Not a on year deal, but good total return.
HOLD
(Market Call Minute.) Hold at this point in time.
BUY ON WEAKNESS
50/50 oil and natural gas. Had a dramatic run-up and at these levels would be a Hold but a Buy on a pullback. Some excellent natural gas plays in the Montney play in northeast B.C. Also have an opportunity for a CO2 flood in their Alberta fields. Great management and very strong Q1 results.
PAST TOP PICK
(A Top Pick July 11/07. Up 36%.) This is one of those core holdings that you want to have in your portfolio for energy exposure. Good holdings in the Montney B.C. play.
HOLD
(Market Call Minute.) Likes the stock. Has had a pretty good run.
TOP PICK
Payout ratio is well within his acceptable limits. Through good and bad times, management has consistently added value to the company. Benefiting from the tight gas exposure in the Montney play in B.C.
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