Arc Resources Ltd

ARX-T

TSE:ARX

4.95
0.23 (4.87%)
ARC was founded in 1996 as a royalty trust with the acquisition of 21 properties from Mobil Oil Canada. The acquisition was funded by an initial IPO of $180 million on the Toronto Stock Exchange.
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Analysis and Opinions about ARX-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 6, 2020
(A Top Pick Apr 30/19, Down 43%) It has held up rather well compared to other energy companies. Natural gas demand is much more regional and more related to weather. This is one of the best managed and has the best assets. They can grow organically without acquiring any land positions. They cut their dividend early in the crisis to preserve their balance sheet. He was troubled with management changes in February. He is holding position for clients during this downturn.
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(A Top Pick Apr 30/19, Down 43%) It has held up rather well compared to other energy companies. Natural gas demand is much more regional and more related to weather. This is one of the best managed and has the best assets. They can grow organically without acquiring any land positions. They cut their dividend early in the crisis to preserve their balance sheet. He was troubled with management changes in February. He is holding position for clients during this downturn.
COMMENT
COMMENT
April 3, 2020

Natrual gas prices? The 2021 strip price for AECO is over $2. That will work for strong balance sheet producers like TOU, NVA (60% natural gas), and ARX.

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Natrual gas prices? The 2021 strip price for AECO is over $2. That will work for strong balance sheet producers like TOU, NVA (60% natural gas), and ARX.

BUY WEAKNESS
BUY WEAKNESS
March 24, 2020
It's one of the best-managed Canadian oil companies. The benefit from LNG takeaway on the west coast. They cut their dividend by 60%. It's a good name with reasonable debt and fine managers. True, there are concerns about the CFO and CEO retiring, but they have bench strength. Also, their assets are strong. Buy under $2.80 for the long term.
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It's one of the best-managed Canadian oil companies. The benefit from LNG takeaway on the west coast. They cut their dividend by 60%. It's a good name with reasonable debt and fine managers. True, there are concerns about the CFO and CEO retiring, but they have bench strength. Also, their assets are strong. Buy under $2.80 for the long term.
PAST TOP PICK
PAST TOP PICK
March 17, 2020

(A Top Pick Mar 20/19, Down 67%) This one hurts. It's higher risk/reward vs. Suncor, but they are lowering their dividend and capital program. He'd rather they completely remove the dividend.

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(A Top Pick Mar 20/19, Down 67%) This one hurts. It's higher risk/reward vs. Suncor, but they are lowering their dividend and capital program. He'd rather they completely remove the dividend.

PAST TOP PICK
PAST TOP PICK
March 11, 2020

(A Top Pick May 23/19, Down 47%) This has great assets and a great management team. They have more natural gas exposure. He has scaled out of some of his position and is not recommending to add to a position here.

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(A Top Pick May 23/19, Down 47%) This has great assets and a great management team. They have more natural gas exposure. He has scaled out of some of his position and is not recommending to add to a position here.

DON'T BUY
DON'T BUY
March 10, 2020

He wouldn't buy this. He bought it three years ago, thinking it was the top natural gas producer, but nat gas didn't enjoy great demand. It will need that LNG terminal to be built on the west coast. This market will be oversupplied for 4-5 years. Arc is best of breed, though.

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He wouldn't buy this. He bought it three years ago, thinking it was the top natural gas producer, but nat gas didn't enjoy great demand. It will need that LNG terminal to be built on the west coast. This market will be oversupplied for 4-5 years. Arc is best of breed, though.

DON'T BUY
DON'T BUY
March 6, 2020
The COO of ARX has just stepped down and there has been no announcement about it. The dividend is not safe at $43, but at $50 it is. They will likely continue to pay dividends for the next quarter or two, but will have to re-evaluate after. There are better names out there to buy. Yield 10.6%
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The COO of ARX has just stepped down and there has been no announcement about it. The dividend is not safe at $43, but at $50 it is. They will likely continue to pay dividends for the next quarter or two, but will have to re-evaluate after. There are better names out there to buy. Yield 10.6%
COMMENT
COMMENT
February 12, 2020

TOG vs ARX vs WCP? He favours TOG and WCP over ARX presently. TOG has a 7.7% yield and trades only at 6% above the blow down value of their existing wells and has a strong balance sheet.

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Arc Resources Ltd (ARX-T)
February 12, 2020

TOG vs ARX vs WCP? He favours TOG and WCP over ARX presently. TOG has a 7.7% yield and trades only at 6% above the blow down value of their existing wells and has a strong balance sheet.

HOLD
HOLD
February 12, 2020
An incredibly well run company. He sold out last year after making a 35% profit. They have some natural gas exposure. They have a massive play in the Montney region where other large players are getting great results. He thinks their need to pay dividends will mean they take a measured move into developing this new play. Meanwhile they are paying a 9% yield, which he thinks is safe if there is reasonable price recovery in natural gas.
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Arc Resources Ltd (ARX-T)
February 12, 2020
An incredibly well run company. He sold out last year after making a 35% profit. They have some natural gas exposure. They have a massive play in the Montney region where other large players are getting great results. He thinks their need to pay dividends will mean they take a measured move into developing this new play. Meanwhile they are paying a 9% yield, which he thinks is safe if there is reasonable price recovery in natural gas.
DON'T BUY
DON'T BUY
January 31, 2020
A well-run company that pays a reasonable dividend. Until the sell-off in energy sector stocks finishes, which he thinks isn't over, he would steer clear. It needs to build a better base before he would enter. Some of the multiples are attractive but the fossil fuel sell-off is still underway. With the warm winter, natural gas consumption could also be depressed. Dividend at 8.5%.
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Arc Resources Ltd (ARX-T)
January 31, 2020
A well-run company that pays a reasonable dividend. Until the sell-off in energy sector stocks finishes, which he thinks isn't over, he would steer clear. It needs to build a better base before he would enter. Some of the multiples are attractive but the fossil fuel sell-off is still underway. With the warm winter, natural gas consumption could also be depressed. Dividend at 8.5%.
WATCH
WATCH
January 24, 2020
A good entry now? The company likes the dividend model. The balance sheet is in good shape - $840 million debt vs $3.5 billion in equity. Production is 67% liquids. They expect production growth in Q4 2020. It is on his watch list. He thinks the dividend is secure. Yield 8.5%
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Arc Resources Ltd (ARX-T)
January 24, 2020
A good entry now? The company likes the dividend model. The balance sheet is in good shape - $840 million debt vs $3.5 billion in equity. Production is 67% liquids. They expect production growth in Q4 2020. It is on his watch list. He thinks the dividend is secure. Yield 8.5%
HOLD
HOLD
January 17, 2020

Income safe? Both ARX (8% yield and 100% payout ratio) and IPL (yield of 7.7% payout ratio of 110%). He thinks both should be fine to continue with the dividend. If he had to pick, he would prefer ARX as a producer and with lower debt.

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Arc Resources Ltd (ARX-T)
January 17, 2020

Income safe? Both ARX (8% yield and 100% payout ratio) and IPL (yield of 7.7% payout ratio of 110%). He thinks both should be fine to continue with the dividend. If he had to pick, he would prefer ARX as a producer and with lower debt.

BUY
BUY
January 8, 2020
Recent price drop? One of his favorites in energy. Relative to its peers, it is well capitalized and has good production prospects. He would recommend it. If you are only going to own a couple of holdings in energy, he would consider holding an integrated. Yield 7.5%
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Recent price drop? One of his favorites in energy. Relative to its peers, it is well capitalized and has good production prospects. He would recommend it. If you are only going to own a couple of holdings in energy, he would consider holding an integrated. Yield 7.5%
HOLD
HOLD
January 3, 2020
A well run company that has a blend of oil and gas. It has rebounded in price nicely. This is one of his five go-to names in the energy space.
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A well run company that has a blend of oil and gas. It has rebounded in price nicely. This is one of his five go-to names in the energy space.
STRONG BUY
STRONG BUY
December 31, 2019
Arc vs. CPG A high-quality energy company. This used to be a $30 stock. A very well-run company, trading at historically low multiples and pays nearly a 7% yield. They operate in a great location, run by fine managers. Not too much debt. This remains a screaming buy at these levels. If there is a lift in oil sentiment, this will easily rise past $10. Better than CPG.
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Arc Resources Ltd (ARX-T)
December 31, 2019
Arc vs. CPG A high-quality energy company. This used to be a $30 stock. A very well-run company, trading at historically low multiples and pays nearly a 7% yield. They operate in a great location, run by fine managers. Not too much debt. This remains a screaming buy at these levels. If there is a lift in oil sentiment, this will easily rise past $10. Better than CPG.
Showing 1 to 15 of 614 entries

Arc Resources Ltd(ARX-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 32

Neutral - Hold Signals / Votes : 5

Bearish - Sell Signals / Votes : 14

Total Signals / Votes : 51

Stockchase rating for Arc Resources Ltd is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Arc Resources Ltd(ARX-T) Frequently Asked Questions

What is Arc Resources Ltd stock symbol?

Arc Resources Ltd is a Canadian stock, trading under the symbol ARX-T on the Toronto Stock Exchange (ARX-CT). It is usually referred to as TSX:ARX or ARX-T

Is Arc Resources Ltd a buy or a sell?

In the last year, 51 stock analysts published opinions about ARX-T. 32 analysts recommended to BUY the stock. 14 analysts recommended to SELL the stock. The latest stock analyst recommendation is PAST TOP PICK. Read the latest stock experts' ratings for Arc Resources Ltd.

Is Arc Resources Ltd a good investment or a top pick?

Arc Resources Ltd was recommended as a Top Pick by Ryan Bushell on 2020-04-06. Read the latest stock experts ratings for Arc Resources Ltd.

Why is Arc Resources Ltd stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Arc Resources Ltd worth watching?

51 stock analysts on Stockchase covered Arc Resources Ltd In the last year. It is a trending stock that is worth watching.

What is Arc Resources Ltd stock price?

On 2020-04-08, Arc Resources Ltd (ARX-T) stock closed at a price of $4.95.