TSE:ARX

Arc Resources Ltd (ARX.TO)

32.45
+0.52 (1.63%)
as of Jul 21, 2026, 8:00:01 pm Market Open.
940 watching
0
Investor Insights
star iconJul 21, 2026, 12:00 am

This summary was created by AI, based on 42 opinions in the last 12 months.

Arc Resources Ltd (ARX) has faced a challenging environment, primarily driven by issues with its Attachie project and a generally low price for natural gas. While some analysts express concerns about the company's recent performance and production guidance, others point out its long-term potential given its solid assets and strong cash flow. The company's dividend has seen recent increases, attracting long-term investors who value stability. Many experts suggest a cautious approach, weighing the merits of holding ARX against other names in the energy sector. Despite the current headwinds, a few analysts remain optimistic about potential rebounds or strategic acquisitions in the future.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
CNQ
BUY
One of the best run large trusts and a core holding for most portfolios. Has a $3.8 billion market cap. Pays a relatively low return, but a high quality, well managed trust.
BUY
Has one of the top tier management in this space. Distribution is very safe. As a result of their ability to drill at relatively low cost, they have the ability to maintain production through '05 and '06.
BUY
Their preference in royalty trusts.
BUY
Long term positive on light/sweet oil such as this one, Crescent Point (CPG.UN-T) and Enerplus (ERF.UN-T).
BUY
Likes this trust and is a core holding. Has a relatively high reserve life index at 12 years. Very strong management. Can replace production through low risk development type drilling.
BUY
A steady Eddy player. Have never had a revision or re-statement of their earnings. Tend to pay out less than some of the other income trusts which is very, very healthy.
BUY
One of the very high quality trusts in the oil/gas royalty space. Have kept distributions flat through 2004 which they like. Instead of increased distributions, they paid down their debt, decreased their payout ratio and re-invested the money into capital expenditure.
HOLD
It's not particulary cheap at the moment.
HOLD
Highest quality oil income trust. Keep for long term or take short dividends.
DON'T BUY
Have done a reasonably good job in replacing their production, about 85%. Yield will depend on the price of oil/gas. Feels that oil/gas will be lower. Fair value is somewhere in the $19/20 range. Would probably take profits in the sector right now.
BUY
A recent major study was very negative on oil/gas trusts so these trusts took a hit. However, part of their study used a low $33 oil for 2006 and $30 out from there. Feels the price is more likely to be $50 rather than $30. Expects the oil/gas trusts will turn around after some of the selling has gone through the system. Production has weakened, but still likes.
BUY
Can't get hurt with this trust if you want exposure to the oil/gas sector. One of the top management teams. Good track record in making accretive acquisitions as well as development and exploitation.
BUY
Income trusts are trading at a premium. What you look for is good solid management, good solid assets and a good track record. This one qualifies. Haven't had a negative reserve revision in their lifetime. Not a bad time to get in and not sure it will get a lot cheaper.
HOLD
Great track record. Good management. Believes that royalty trusts are discounting long term oil prices. Fully valued. Bonavista would be a better choice.
BUY
Would be a core holding in any portfoio he put together. A favourite. Excellent management team. Not a spectacular grower but grows nice and steady. Spend about 40% of their income on re-investment. Made some very good acquisitions.
Showing 706 to 720 of 815 entries