547

Arc Resources Ltd (ARX-T)

ON STOCKCHASE SINCE Nov 2000

oil/gas

Arc Resources Ltd
ARX-T

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What the experts are saying about ARX-T

Signal	Opinion	Expert
HOLD	Arc Resources Ltd(ARX-T) February 27, 2019 Conservative management team. They have re-geared their business around the Montney region. Cash flow today is not a great reflection of what the future will be, he thinks. The dividend has held around 5-6% and he plans to hold for the long term. Yield 5.8% oil/gas 0 0 0 0 0 0 comments	Conservative management team. They have re-geared their business around the Montney region. Cash flow today is not a great reflection of what the future will be, he thinks. The dividend has held around 5-6% and he plans to hold for the long term. Yield 5.8% oil/gas 0 0 0 0 0 0 comments Ryan Bushell President, Newhaven Asset Manag... Price $10.340 Owned Yes

WEAK BUY	Arc Resources Ltd(ARX-T) January 24, 2019 The stock has been devastated. Debt is not a concern. They are producing well. It is a high quality name. oil/gas 0 0 0 0 0 0 comments	The stock has been devastated. Debt is not a concern. They are producing well. It is a high quality name. oil/gas 0 0 0 0 0 0 comments Josef Schachter President, Schachter Asset Mana... Price $9.535 Owned Unknown
HOLD	Arc Resources Ltd(ARX-T) January 18, 2019 Is the dividend safe? He owned it a while ago. It is a really good company with good management and a pristine balance sheet. Even still the stock has not done well, due to the low natural gas prices and no sign of improvement. He is cautious on the dividend and thinks it depends on the natural gas price going forward. He would continue to hold it. oil/gas 0 0 0 0 0 0 comments	Is the dividend safe? He owned it a while ago. It is a really good company with good management and a pristine balance sheet. Even still the stock has not done well, due to the low natural gas prices and no sign of improvement. He is cautious on the dividend and thinks it depends on the natural gas price going forward. He would continue to hold it. oil/gas 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $9.900 Owned No
SPECULATIVE BUY	Arc Resources Ltd(ARX-T) January 18, 2019 A great company, but the oil price is hurting them. 143% 2020 payout ratio, so the dividend is not safe. 6.5x earnings, cheaper than the past 5 years, but that's high compared to their peers. That said, it's a quality name. You can own this if you expect oil prices to rise. oil/gas 0 0 0 0 0 0 comments	A great company, but the oil price is hurting them. 143% 2020 payout ratio, so the dividend is not safe. 6.5x earnings, cheaper than the past 5 years, but that's high compared to their peers. That said, it's a quality name. You can own this if you expect oil prices to rise. oil/gas 0 0 0 0 0 0 comments Greg Newman Director &, Scotia Wealth Manage... Price $9.900 Owned Unknown
PAST TOP PICK	Arc Resources Ltd(ARX-T) January 15, 2019 (A Top Pick Jan 23/18, Down 26%) Another disappointment, but he'd still recommend it. Clean balance sheet, top-tier assets. Great future. Dividend's not in jeopardy. Sold assets to boost balance sheet possibly to buy assets coming up for sale. oil/gas 0 0 0 0 0 0 comments	(A Top Pick Jan 23/18, Down 26%) Another disappointment, but he'd still recommend it. Clean balance sheet, top-tier assets. Great future. Dividend's not in jeopardy. Sold assets to boost balance sheet possibly to buy assets coming up for sale. oil/gas 0 0 0 0 0 0 comments Michael Sprung President, Sprung Investment Ma... Price $9.560 Owned Yes
BUY	Arc Resources Ltd(ARX-T) January 11, 2019 Gas stock, not pure oil. Really likes this. It's fallen a bit due to warm weather, so it will bounce up when it turns cold which is likely this winter. oil/gas 0 0 0 0 0 0 comments	Gas stock, not pure oil. Really likes this. It's fallen a bit due to warm weather, so it will bounce up when it turns cold which is likely this winter. oil/gas 0 0 0 0 0 0 comments David Cockfield Managing D, Northland Wealth Man... Price $9.480 Owned Yes
HOLD	Arc Resources Ltd(ARX-T) December 14, 2018 There is no distinguishing the have and have-not companies. You can now buy the best quality companies at the same discounts to their peers. Their next big production project comes on later in 2019. Management is great. We have probably reached the maximum level of capitulation. oil/gas 0 0 0 0 0 0 comments	There is no distinguishing the have and have-not companies. You can now buy the best quality companies at the same discounts to their peers. Their next big production project comes on later in 2019. Management is great. We have probably reached the maximum level of capitulation. oil/gas 0 0 0 0 0 0 comments Eric Nuttall Partner & , Ninepoint Partners... Price $8.610 Owned Unknown
DON'T BUY	Arc Resources Ltd(ARX-T) December 4, 2018 Sold it 18 months ago, because there weren't enough pipelines to take away natural gas in western Canada, just like the oil problem. Also, nat. gas production in U.S. can be shipped closer to U.S. destinations instead of shipping it from western Canada. There's no easy solution to this. We won't get an L&G terminal in BC in 2023, though it's a glimmer of hope. oil/gas 0 0 0 0 0 0 comments	Sold it 18 months ago, because there weren't enough pipelines to take away natural gas in western Canada, just like the oil problem. Also, nat. gas production in U.S. can be shipped closer to U.S. destinations instead of shipping it from western Canada. There's no easy solution to this. We won't get an L&G terminal in BC in 2023, though it's a glimmer of hope. oil/gas 0 0 0 0 0 0 comments Brian Madden Senior VP , Goodreid Investment ... Price $8.800 Owned No
SPECULATIVE BUY	Arc Resources Ltd(ARX-T) November 21, 2018 Expensive vs. peers, but excellent assets and an efficient operator. He sees 10% growth. He likes it. Buy only if oil hits $60-70. oil/gas 0 0 0 0 0 0 comments	Expensive vs. peers, but excellent assets and an efficient operator. He sees 10% growth. He likes it. Buy only if oil hits $60-70. oil/gas 0 0 0 0 0 0 comments Greg Newman Director &, Scotia Wealth Manage... Price $10.500 Owned Unknown
WAIT	Arc Resources Ltd(ARX-T) November 14, 2018 This is a long term, well run, mostly gas run company. When LNG Canada project production starts, it may not specifically benefit Arc, but it will take some of the natgas out of the current pipeline infrastructure, which would benefit Arc. It is on her watch list. She thinks they will be buying Arc in the future. oil/gas 0 0 0 0 0 0 comments	This is a long term, well run, mostly gas run company. When LNG Canada project production starts, it may not specifically benefit Arc, but it will take some of the natgas out of the current pipeline infrastructure, which would benefit Arc. It is on her watch list. She thinks they will be buying Arc in the future. oil/gas 0 0 0 0 0 0 comments Joanne A. Hrusk Market Str, Integral Wealth Secu... Price $10.570 Owned No
SELL	Arc Resources Ltd(ARX-T) November 8, 2018 He sold in the last couple of weeks. They are mostly gas and some liquids. The price they are getting has been moving up but it will take time for the infrastructure to get in place for them to get a decent price. Long term LNG projects will be good for them. oil/gas 0 0 0 0 0 0 comments	He sold in the last couple of weeks. They are mostly gas and some liquids. The price they are getting has been moving up but it will take time for the infrastructure to get in place for them to get a decent price. Long term LNG projects will be good for them. oil/gas 0 0 0 0 0 0 comments Norman Levine Managing D, Portfolio Management... Price $11.920 Owned No
COMMENT	Arc Resources Ltd(ARX-T) October 11, 2018 ALA-T vs. ARX-T. ALA-T is going through a reorganization. It complicates his model. The trailing PE is 19 times and it is cash flow positive. The yield is very high at 10.2% with payout at 60%. The ROE is okay at 6%. He would wait until the financing of the spin out is complete and the market should be more comfortable. He does not follow ARX-T. oil/gas 0 0 0 0 0 0 comments	ALA-T vs. ARX-T. ALA-T is going through a reorganization. It complicates his model. The trailing PE is 19 times and it is cash flow positive. The yield is very high at 10.2% with payout at 60%. The ROE is okay at 6%. He would wait until the financing of the spin out is complete and the market should be more comfortable. He does not follow ARX-T. oil/gas 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $13.880 Owned Unknown
TOP PICK	Arc Resources Ltd(ARX-T) October 5, 2018 A well respected natural gas producer that had been trading too expensively. It now trades at a more reasonable 6-7 times cash flow. It remains profitable due to its liquids position. West coast LNG will benefit this stock. Yield 4.3%. (Analysts’ price target is $18.25) oil/gas 0 0 0 0 0 0 comments	A well respected natural gas producer that had been trading too expensively. It now trades at a more reasonable 6-7 times cash flow. It remains profitable due to its liquids position. West coast LNG will benefit this stock. Yield 4.3%. (Analysts’ price target is $18.25) oil/gas 0 0 0 0 0 0 comments Bill Harris, CF Portfolio , Avenue Investment Ma... Price $14.110 Owned Yes
COMMENT	Arc Resources Ltd(ARX-T) September 28, 2018 Projecting 11% production growth till 2020. Balance sheet pretty good. Not a lot of cashflow per share growth. Pricier than its peers. An 111% payout ratio. If fund flows come to Canada, they’ll come to this name. Will benefit from LNG. Real key is whether oil will stay at $73. If yes, you can buy a lot of energy names, and ARC is one of them. oil/gas 0 0 0 0 0 0 comments	Projecting 11% production growth till 2020. Balance sheet pretty good. Not a lot of cashflow per share growth. Pricier than its peers. An 111% payout ratio. If fund flows come to Canada, they’ll come to this name. Will benefit from LNG. Real key is whether oil will stay at $73. If yes, you can buy a lot of energy names, and ARC is one of them. oil/gas 0 0 0 0 0 0 comments Greg Newman Director &, Scotia Wealth Manage... Price $14.400 Owned Unknown
BUY on WEAKNESS	Arc Resources Ltd(ARX-T) September 26, 2018 He continues to own this as it is primarily natural gas focused and has a great land and reserve base. He was buying it around $12.80. oil/gas 0 0 0 0 0 0 comments	He continues to own this as it is primarily natural gas focused and has a great land and reserve base. He was buying it around $12.80. oil/gas 0 0 0 0 0 0 comments Ryan Bushell President, Newhaven Asset Manag... Price $13.830 Owned Yes

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