Arc Resources Ltd (ARX-T) Stock Predictions - Stockchase
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Arc Resources Ltd (ARX-T)

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Arc Resources Ltd

ARX-T

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Arc Resources Ltd (ARX-T) SAVE Feb, 16, 2019, 5:57 am

10.14 0.21 (2.11%)

About Arc Resources Ltd (ARX-T)

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. More at Wikipedia

What the experts are saying about ARX-T



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Signal Opinion Expert
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.
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The stock has been devastated. Debt is not a concern. They are producing well. It is a high quality name.
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Josef Schachter

President, Schachter Asset Mana...

Price Price
$9.535
Owned 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.
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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.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$9.900
Owned 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.
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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.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$9.900
Owned 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.
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(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.
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$9.560
Owned 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.
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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.
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$9.480
Owned 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.
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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.
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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$8.610
Owned 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.
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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.
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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$8.800
Owned 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.
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Expensive vs. peers, but excellent assets and an efficient operator. He sees 10% growth. He likes it. Buy only if oil hits $60-70.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$10.500
Owned 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.
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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.
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Joanne A. Hrusk

Market Str, Integral Wealth Secu...

Price Price
$10.570
Owned 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.
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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.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$11.920
Owned 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.

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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.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$13.880
Owned 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)

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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)

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Bill Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$14.110
Owned 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.

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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.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$14.400
Owned 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.  

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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.  

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$13.830
Owned Owned
Yes

HOLD
Arc Resources Ltd(ARX-T) 

September 14, 2018

He has strong reason to believe a go decision will be made for an LNG project – likely in late-October.  There are on the ground plans in Kitimat for festivities.  ARX-T has good liquids exposure as well.  He would prefer Tourmaline.   

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He has strong reason to believe a go decision will be made for an LNG project – likely in late-October.  There are on the ground plans in Kitimat for festivities.  ARX-T has good liquids exposure as well.  He would prefer Tourmaline.   

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$13.380
Owned Owned
No

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