Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

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
0
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
review icon
Similar
TOU
COMMENT
One of the better energy trusts in the oil patch. Continue to have results that surprise the market on the upside. Fairly solid play. Very good properties and very good reserve replacements. Getting a little pricey now, but for longer-term holders it should be OK.
TOP PICK
Her most favourite trust for 2008. Close to 50/50 on oil and gas. 10% yield. Management has a history of under promising and over delivering. Good entry point.
HOLD
Probably one of the best energy income trusts out there.
BUY
A sustainable business model in the energy area where they retain a certain amount of their cash flow to continue to do the development drilling in order to maintain production. Nicely balanced between oil and gas.
BUY
Very well run business. Conservative management team on a relative basis. Well positioned to replace production this year and maintain current distributions.
BUY
3 good balanced and diversified energy trusts would include Arc Energy (AET.UN-T), which is evenly weighted between oil and gas, Crescent Point Energy (CPG.UN-T) at about 78% oil and a great play in Saskatchewan or Enerplus Resources (ERF.UN-T) with oil sands and exposure. All 3 are excellent value right now.
BUY
Very solid management team. Had very positive news out of their NE BC properties. Undervalued. Should remain as one of the premier mid-cap E & P companies in Canada.
HOLD
(Market Call Minute.) This is a long-term hold.
BUY
(Market Call Minute.) One of the best energy trusts out there.
BUY
(Market Call Minute.) Among the strongest management team and the trusts. They will carry on no matter what happens in the royalty trust world. Good asset base.
BUY
Historically has been a good trust because of quality of management and assets. The high Cdn$ and the new Alberta royalty regime has hurt. It is a winner. Great buying opportunity for a 3 to 5 year horizon.
BUY
Have about a 50-50 split between oil and gas. Good track record of value appreciation over the long term. 13.2 years reserve life index. Very strong technical team. Great place to be if you have a long-term time horizon. Thinks distribution is safe.
COMMENT
(Market Call Minute) A tough one. You may want to hold, but be aware of cuts in distributions in the natural gas group.
HOLD
Would be a little cautious about adding to it here. If we have any kind of a winter at all, natural gas prices should find a base and move up. Distributions should be reasonably safe.
BUY
A very good oil/gas company.
Showing 586 to 600 of 816 entries