Arc Resources Ltd
ARX-T
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About Arc Resources Ltd (ARX-T)
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MFC vs. Arc Arc is riskier while MFC is steadier. MFC is at an excellent price now, close to book value and offers a 12% ROE. Best in this sector with great Asian growth potential. They have a long way to sort out problems with long-term care in the U.S. Arc is good if you want more torque in your portfolio.
MFC vs. Arc Arc is riskier while MFC is steadier. MFC is at an excellent price now, close to book value and offers a 12% ROE. Best in this sector with great Asian growth potential. They have a long way to sort out problems with long-term care in the U.S. Arc is good if you want more torque in your portfolio.
Market Outlook TOU-T is planning to spin off some of their infrastructure into a royalty like offering, while retaining 80% of the value. Prior to this the stock was trading at all time lows and the market was giving zero value to the infrastructure they held. The company was trading at 3 times cash flow. The assets they are effectively selling are being valued at 9 times cash flow within the offering. This should remind people how undervalued this space is and there are self-adjusting opportunities that will "fix the funk" we see today. ARX-T has a similar 20% of its company in similar infrastructure. Once we get past the upcoming Federal election things should move forward. What a party says on the campaign trail and what happens in reality can be two very different things. The Liberals appear to support the TMX pipeline project in reality and it will ultimately get built, he says. 11% of our GDP in Canada comes from the energy sector.
Market Outlook TOU-T is planning to spin off some of their infrastructure into a royalty like offering, while retaining 80% of the value. Prior to this the stock was trading at all time lows and the market was giving zero value to the infrastructure they held. The company was trading at 3 times cash flow. The assets they are effectively selling are being valued at 9 times cash flow within the offering. This should remind people how undervalued this space is and there are self-adjusting opportunities that will "fix the funk" we see today. ARX-T has a similar 20% of its company in similar infrastructure. Once we get past the upcoming Federal election things should move forward. What a party says on the campaign trail and what happens in reality can be two very different things. The Liberals appear to support the TMX pipeline project in reality and it will ultimately get built, he says. 11% of our GDP in Canada comes from the energy sector.
Good energy dividend payers? For a five year time period, there are a few 9% dividend payers which are safe, he thinks. He would suggest ARX-T (11% yield), WCP-T, and TOG-T (each yielding around 9%). He thinks the dividends are safe to $50 WTI. These stocks are just so undervalued and have enormous upside if investment comes back.
Good energy dividend payers? For a five year time period, there are a few 9% dividend payers which are safe, he thinks. He would suggest ARX-T (11% yield), WCP-T, and TOG-T (each yielding around 9%). He thinks the dividends are safe to $50 WTI. These stocks are just so undervalued and have enormous upside if investment comes back.
The debt is 21%, but down from last December. He would recommend buying it on weakness. They have the gas for LNG approved projects in Canada. We could see takeovers in the next two to three years.
The debt is 21%, but down from last December. He would recommend buying it on weakness. They have the gas for LNG approved projects in Canada. We could see takeovers in the next two to three years.
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