TSE:ARX

Arc Resources Ltd (ARX.TO)

31.92
+0.22 (0.69%)
as of Jun 10, 2026, 8:00:01 pm Market Open.
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Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 45 opinions in the last 12 months.

Arc Resources Ltd (ARX-T) has garnered a mixed set of opinions from various experts, particularly in light of its recent acquisition by Shell. While some experts highlight the certainty of the deal and the potential for dividends, others express skepticism about the stock's upside and recommend selling or reallocating funds to other energy investments. The ongoing issues with the Attachie project seem to weigh on the company's outlook, especially against the backdrop of fluctuating natural gas prices. Despite this, several reviews point to the firm's strong cash flow generation, solid balance sheet, and promising long-term potential due to the underlying quality of its assets, particularly in natural gas. The consensus leans towards caution before the deal closes, urging investors to weigh their tax situations and consider future market dynamics.

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Consensus
Cautious
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Valuation
Fair Value
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CNQ
BUY
Has been flat and range bound in the last little while. This is a relatively good buying opportunity. One of the premier oil/gas income trusts.
DON'T BUY
Has been relatively flat recently. Good management. Reasonably fully priced, so has not been adding to his position. He is also a bit concerned about the price of gas.
HOLD
Income trusts like this one, are going to be put into the MSCI (Morgan Stanley index) this month which will create some extra buying. Gives you an 11% yield, a large part of which is tax deferred.
BUY
A premier income trust. Management continues to do a good job in replacing reserves and making small acquisitions.
BUY
One of the best run income trusts out there. Somewhat natural gas oriented. Very sustainable.
BUY
Excellent management. Recently bought into Pembina, Canada's oldest oilfields. Good upside with CO2 use which will fall under Kyoto agreements.
BUY
Very positive on this trust. Feels that gas/oil will remain high. Good entry point.
TRADE
A more conservative stock. He likes it, and it's well managed.
PAST TOP PICK
(A Top Pick Oct 28/05. Up 17%.) In the top 4/5 in energy trusts. Good long track record. Good assets. Long reserve life index. Low debt.
HOLD
Top quality trust. Hesitate to say stable. Long term value. Payout is low at 60%. Hang on to it.
HOLD
A blue-chip royalty trust. Have a very stable group of assets. Very comfortable reserve life at 12 years. Recent acquisition of a pool of light oil should be good.
BUY
Just made an acquisition that the market felt was too high a price. They feel the acquisition, even though it is expensive, is an excellent one and they are continuing to buy. Expecting news on a secondary recovery scene that should increase the value.
BUY
Recently made an acquisition of about 462 million from Imperial oil in the North Pembina area. Paid a very high price for it but they are high-quality, long life reserves. Thinks they will do well. Its payout is about 66% and the yield is about 9.1%.
BUY
Has always been a benchmark type of name. Investors have been very comfortable with it. Very large. Long history and big reserves. Has good quality assets and a good track record.
BUY ON WEAKNESS
A high-quality management team. Payout ratio or is in the 60% range. Very methodical in making acquisitions. In general, she feels the oil/gas trusts are pretty expensive and will continue to be so over the next month are two. Would wait for a pullback, perhaps in March. Good long-term hold.
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