TSE:ARX

Arc Resources Ltd (ARX.TO)

31.92
+0.22 (0.69%)
as of Jun 10, 2026, 8:00:01 pm Market Open.
942 watching
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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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Similar
CNQ
BUY
A good entry point.
BUY
Maintained about 30% of their cash flow for reinvestments. Well-managed.
BUY
A unique vehicle. What you are really buying into is ARC Energy which is one of the best trusts in Canada.
BUY
Probably one of the best energy income trust on a fundamental basis.
BUY
In spite of higher oil prices, the stock hasn't moved much. Because of the higher prices, expect that these companies will end up with a lot more revenue than has been anticipated. At a good price.
TOP PICK
Good-quality management team. Relatively low debt. Relatively low payout ratio. Can increase their reserves without having to make acquisitions. Can grow organically. Made a good acquisition last year.
BUY
Has about 11/11 1/2% yield. Expects oil/gas prices will stay high. Could be volatility in the payouts.
BUY
Conservatively managed. One of the favorite oil and gas trusts.
TOP PICK
Has demonstrated tremendous growth. Strong management. Acquired Star Oil & Gas last year which was a good acquisition. Low payout ratio. Relatively low debt. Good management. We'll be able to maintain their reserve level.
BUY
A very good trust and strong management.
DON'T BUY
Most of the disbursements are taxable for interest, so a great stock for RRSP portfolios. Do an extremely good job. Would prefer to buy at $11/12.
HOLD
One of the best. Very solid management. Fearing reserve write downs.
DON'T BUY
One of the better managed trusts. Sell his holdings because he thought the yield had got too low. He tends to hold income trusts for yield.
PAST TOP PICK
(A top pick Nov 7/03. Up 9.2%.) A good story that is getting better. They do everything well. Low cost operators. Exceptional track record.
BUY
One of their favorite trusts. A gassier trust.
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