Arc Resources Ltd | StockChase
521
Arc Resources Ltd (ARX-T)

Last Price Recorded: $14.2500 on 2018-05-19

ON STOCKCHASE SINCE Nov 2000

oil/gas
521
Arc Resources Ltd (ARX-T)

Last Price Recorded: $14.2500 on 2018-05-19

ON STOCKCHASE SINCE Nov 2000

oil/gas

Arc Resources Ltd


Signal Opinion Expert
DON'T BUY
Arc Resources Ltd(ARX-T) 

April 17, 2018

Very well respected, they drill some of the most economical wells in the country, it trades at a premium because people have been hiding in this stock. Other companies have more potential to rise because they were more beaten down.

oil/gas

Very well respected, they drill some of the most economical wells in the country, it trades at a premium because people have been hiding in this stock. Other companies have more potential to rise because they were more beaten down.

oil/gas
Eric Nuttall

Partner & Senior Portfolio Manager, Ninepoint Partners...

PricePrice
$13.920
Owned Owned
No

TOP PICK
Arc Resources Ltd(ARX-T) 

April 5, 2018

It is a higher quality producer in the top 15%.  A good payout ratio.  It is a high quality energy pick.  They are not subject to transportation problems.  (Analysts’ target: $18.01).

oil/gas

It is a higher quality producer in the top 15%.  A good payout ratio.  It is a high quality energy pick.  They are not subject to transportation problems.  (Analysts’ target: $18.01).

oil/gas
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$14.530
Owned Owned
Yes

DON'T BUY
Arc Resources Ltd(ARX-T) 

March 19, 2018

It has a very established down trend.  He would need to know the composition of the balance sheet.  He thinks you should leave it alone as he does not see a technical bottom forming yet. 

oil/gas

It has a very established down trend.  He would need to know the composition of the balance sheet.  He thinks you should leave it alone as he does not see a technical bottom forming yet. 

oil/gas
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$12.850
Owned Owned
No

BUY on WEAKNESS
Arc Resources Ltd(ARX-T) 

March 16, 2018

The price is coming close to book value of $10.37.  The balance sheet is in good shape and he likes management.  Hold off until it falls closer to book value.  Yield 4.5%.    

oil/gas

The price is coming close to book value of $10.37.  The balance sheet is in good shape and he likes management.  Hold off until it falls closer to book value.  Yield 4.5%.    

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$13.200
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

February 22, 2018

[Is the true value of the natural gas deposits included in their book value? Also, the outstanding shares keep rising, so wouldn't that dilute current shareholders?]The value of the properties they own are included in book value. It's not a market value but an historical cost value. Correct, it becomes dilutive, when there are more shares outstanding the book value per share declines. It becomes dilutive if they back stock at a premium. He likes Arc and has made it a top pick in the past. It's a low-cost gas producer that had a good Q4. A secure dividend and well-run. 4.7% yield  

oil/gas

[Is the true value of the natural gas deposits included in their book value? Also, the outstanding shares keep rising, so wouldn't that dilute current shareholders?]The value of the properties they own are included in book value. It's not a market value but an historical cost value. Correct, it becomes dilutive, when there are more shares outstanding the book value per share declines. It becomes dilutive if they back stock at a premium. He likes Arc and has made it a top pick in the past. It's a low-cost gas producer that had a good Q4. A secure dividend and well-run. 4.7% yield  

oil/gas
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$12.840
Owned Owned
No

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

February 16, 2018

(A Top Pick Feb. 10/17 Down 36%) There has been a lot of pain in this space and he feels it has been punished more than it should. Natural gas prices have taken a severe hit and there has been problems getting gas to market. However, 26% of their revenues come from natural gas liquids and only 5% of their production is in Alberta. They have been able to replace 300% of their reserves. A well-run company, but in a tough sector. His advice is to hold and he feels the dividend is safe. Yield 4.7%.

oil/gas

(A Top Pick Feb. 10/17 Down 36%) There has been a lot of pain in this space and he feels it has been punished more than it should. Natural gas prices have taken a severe hit and there has been problems getting gas to market. However, 26% of their revenues come from natural gas liquids and only 5% of their production is in Alberta. They have been able to replace 300% of their reserves. A well-run company, but in a tough sector. His advice is to hold and he feels the dividend is safe. Yield 4.7%.

oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$12.840
Owned Owned
Yes

WATCH
Arc Resources Ltd(ARX-T) 

February 12, 2018

They continue to grow their production.  29% liquids.  The balance sheet is in good shape. 

oil/gas

They continue to grow their production.  29% liquids.  The balance sheet is in good shape. 

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$12.890
Owned Owned
Unknown

COMMENT
Arc Resources Ltd(ARX-T) 

February 9, 2018

Effectively a liquid producer in drag. It is a name with a management team well regarded. It doesn’t have the beta that he wants. Very good well productivity. Very good quality in their acreage. Probably not one bad thing you can say about the company.  

oil/gas

Effectively a liquid producer in drag. It is a name with a management team well regarded. It doesn’t have the beta that he wants. Very good well productivity. Very good quality in their acreage. Probably not one bad thing you can say about the company.  

oil/gas
Eric Nuttall

Partner & Senior Portfolio Manager, Ninepoint Partners...

PricePrice
$12.610
Owned Owned
No

WAIT
Arc Resources Ltd(ARX-T) 

February 5, 2018

Gas has been weak so they did badly.  She has been wanting to add this because they are a solid name at a 52 week low.  Her clients are more focused on short and medium term gains, however.  If we get through the next month or two without a decline in gas prices, it could be time to buy.

oil/gas

Gas has been weak so they did badly.  She has been wanting to add this because they are a solid name at a 52 week low.  Her clients are more focused on short and medium term gains, however.  If we get through the next month or two without a decline in gas prices, it could be time to buy.

oil/gas
Joanne A. Hruska, CFA

Market Strategist, Integral Wealth Secu...

PricePrice
$13.010
Owned Owned
No

PARTIAL BUY
Arc Resources Ltd(ARX-T) 

January 26, 2018

The effective payout ratio is 142% for 2017, which is something not sustainable. However, their balance sheet isn't bad, trading at 2.2X 2019 debt to cash flow. Valuation has improved quite a bit. It’s a high, high quality company that has just been caught in the middle of the storm with ECO prices having dropped the way they have. He models 10% production growth over the next few years. They have great assets and are very capital efficient. In a taxable account, it’s something you could be nibbling on. Dividend yield of 4.3%.

oil/gas

The effective payout ratio is 142% for 2017, which is something not sustainable. However, their balance sheet isn't bad, trading at 2.2X 2019 debt to cash flow. Valuation has improved quite a bit. It’s a high, high quality company that has just been caught in the middle of the storm with ECO prices having dropped the way they have. He models 10% production growth over the next few years. They have great assets and are very capital efficient. In a taxable account, it’s something you could be nibbling on. Dividend yield of 4.3%.

oil/gas
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$14.320
Owned Owned
Unknown

TOP PICK
Arc Resources Ltd(ARX-T) 

January 23, 2018

This has been punished recently and it has pulled back. Yet it has some of the highest quality, long life assets amongst the choices out there. It also has an extremely strong balance sheet. Debt to cash flow is under 1.5X, significantly below its peers. Has a good growth profile going forward. Dividend yield of 4.5%. (Analysts’ price target is $20.)

oil/gas

This has been punished recently and it has pulled back. Yet it has some of the highest quality, long life assets amongst the choices out there. It also has an extremely strong balance sheet. Debt to cash flow is under 1.5X, significantly below its peers. Has a good growth profile going forward. Dividend yield of 4.5%. (Analysts’ price target is $20.)

oil/gas
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$13.500
Owned Owned
Yes

DON'T BUY
Arc Resources Ltd(ARX-T) 

January 17, 2018

One of the best houses in a bad neighbourhood. A very high quality natural gas operator in Western Canada, in the Montney. They are producing in Alberta and British Columbia, were natural gas prices are nowhere near what they are getting for New York Mercantile gas. There is an excess supply of natural gas being produced in Western Canada. He’s generally vacated the gas producer space for the time being. He wouldn't be a buyer.

oil/gas

One of the best houses in a bad neighbourhood. A very high quality natural gas operator in Western Canada, in the Montney. They are producing in Alberta and British Columbia, were natural gas prices are nowhere near what they are getting for New York Mercantile gas. There is an excess supply of natural gas being produced in Western Canada. He’s generally vacated the gas producer space for the time being. He wouldn't be a buyer.

oil/gas
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$13.520
Owned Owned
No

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

December 28, 2017

(A Top Pick Feb 10/17, Down 26%)  He tax loss sold it and then bought it back yesterday.  It is a good energy company with an excellent balance sheet and excellent properties.  No one cared about energy this year and it was out of favour.  Canadian Natural Gas prices were quite poor this year.  The worst is behind it, however.

oil/gas

(A Top Pick Feb 10/17, Down 26%)  He tax loss sold it and then bought it back yesterday.  It is a good energy company with an excellent balance sheet and excellent properties.  No one cared about energy this year and it was out of favour.  Canadian Natural Gas prices were quite poor this year.  The worst is behind it, however.

oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$14.960
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

December 20, 2017

In terms of who is the best in consistency and track record, it is probably this company. It’s not just natural gas price in a company like this. They have much more exposure to getting the oil price as well as the natural gas price. However, gas is so low he had hoped he could get these things at a decent valuation. Because the company has done so well, it still has a premium valuation. He thinks he has a more consistent story out of Cenovus (CVE-T). (See Top Picks.)

oil/gas

In terms of who is the best in consistency and track record, it is probably this company. It’s not just natural gas price in a company like this. They have much more exposure to getting the oil price as well as the natural gas price. However, gas is so low he had hoped he could get these things at a decent valuation. Because the company has done so well, it still has a premium valuation. He thinks he has a more consistent story out of Cenovus (CVE-T). (See Top Picks.)

oil/gas
Bill Harris, CFA

Portfolio Manager, Avenue Investment Ma...

PricePrice
$14.360
Owned Owned
No

COMMENT
Arc Resources Ltd(ARX-T) 

December 15, 2017

This has just fallen apart with ECO prices, with Henry hub falling. The markets have been so good that portfolio managers are just taking losers and dumping them as tax loss selling targets. Thinks there will be a pop between now and the 3rd week of January. The bad news is that the dividend has a 142% effective payout ratio, so it is not safe. The balance sheet is not ironclad.

oil/gas

This has just fallen apart with ECO prices, with Henry hub falling. The markets have been so good that portfolio managers are just taking losers and dumping them as tax loss selling targets. Thinks there will be a pop between now and the 3rd week of January. The bad news is that the dividend has a 142% effective payout ratio, so it is not safe. The balance sheet is not ironclad.

oil/gas
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$13.880
Owned Owned
Unknown

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