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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
Arc Resources Ltd
(A Top Pick May 30/23, Up 26.9%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ARX is progressing well.  To be disciplined, we recommend trailing up the stop (from $17) to $19 at this time.  

oil / gas
SELL ON STRENGTH
Arc Resources Ltd

Liked company at ~$15-$16, but would sell at $20.
Selling recently with expectation of recession.
Recent natural gas rally not sustainable.

oil / gas
BUY
Arc Resources Ltd
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Natural gas prices have been breaking out recently, and ARX has been following suit, alongside reporting strong earnings. Analyst estimates call for a drop in sales and earnings this year, but with earnings growth expected thereafter. Debt levels are low, profit margins are strong, its valuation continues to be cheap (7.1X forward earnings and 1.7X book), and its solid free cash flows are being used towards aggressive share repurchases and some debt repayments. For the first six months of 2023, ARC has returned 107% of free funds flow to shareholders, and it plans to renew its buyback plan for an additional 10% of the public float on September 1, 2023. This is substantial, given over the past 12 months the company has bought back ~10% of its public float. If natural gas prices remain strong, we continue to like this name here.
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oil / gas
BUY
Arc Resources Ltd

Large portfolio of natural gas resources.
Owns shares personally.
Well run company with strong management team.
Upside with LNG contracts that are set to begin soon.
Not much downside with current natural gas prices.

oil / gas
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
Arc Resources Ltd
(A Top Pick May 30/23, Up 11%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ARX is progressing well.  We recommend trailing up the stop (from $15) to $17 at this time.  

oil / gas
PAST TOP PICK
Arc Resources Ltd
(A Top Pick May 27/22, Down 2%)

Oil has not performed well this year, but ARC has done better. Efficient with a great asset base, but shares are choppy. Will try to grown their dividend 10% annually. A good name.

oil / gas
BUY
Arc Resources Ltd

Current valuation very attractive.
Generating lots of cash even with low gas prices.
New project in NE BC will generate more revenues.
Good time to buy for long term holder.
Very profitable business with safe dividend yield.

oil / gas
BUY
Arc Resources Ltd

High-quality company, good management, great balance sheet. Manageable debt levels, great assets. Price of natural gas has been pushed down over the winter, and we'll have to see what happens in the summer. His view on nat gas and oil is fairly constructive. Nat gas is cleaner, and will be used more in future. 

oil / gas
WAIT
Arc Resources Ltd

Ultra-high-quality assets. Heavy on natural gas. On free cashflow, not as compelling as other names. He can do better with a Canadian, large-cap oily name. No buy thesis. Not a lot of downside, but not a lot of upside. Not time to buy the lows on natural gas just yet.

oil / gas
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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Arc Resources Ltd
Stockchase Research Editor: Michael O'Reilly

We reiterate Canada's third largest natural gas producer as a TOP PICK.  It will supply two LNG projects beginning 2025.  It has increased cash reserves, while aggressively retiring debt and buying back shares.  It trades at 7x earnings, 1.6x book and supports a 46% ROE.  The dividend is good and supported by a payout ratio under 15% of cash flow.  We recommend trailing up the stop (from $13) to $15, looking to achieve $22 -- upside over 25%.  Yield 3.1%  

(Analysts’ price target is $21.96)
oil / gas
PAST TOP PICK
Arc Resources Ltd
(A Top Pick Jul 13/22, Up 17%)

This is the time to buy gas names, and this is one of his top ideas. Good job getting egress. Have a ways to wait before it can ship offshore through LNG. Will probably be first to the trough with TOU for contracts with LNG Canada.

oil / gas
BUY
Arc Resources Ltd

In nat gas names, TOU and ARX are the top 2.

oil / gas
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Arc Resources Ltd
Stockchase Research Editor: Michael O'Reilly

We reiterate ARX as a TOP PICK.  The company recently reported all time record free funds cash flow from operations.  This allowed cash reserves to grow while debt was aggressively retired and shares bought back.  Its diversified portfolio of markets allows for premium pricing over 40% higher than AECO pricing in Alberta.  We recommend keeping the stop at $13, looking to achieve $23 -- upside potential over 40%.  Yield 3.1%  

(Analysts’ price target is $22.97)
oil / gas
BUY
Arc Resources Ltd

Natural gas prices have been clobbered. Prices usually decline this time of year. Surplus of nat gas. Astute management. Potential deals for LNG. Nat gas prices may not hit prior robust levels, but any boost will benefit ARX.

oil / gas
BUY
Arc Resources Ltd
natural gas outlook

Doesn't forecast commodities. Nat gas is sensitive to weather. There's only so much you can store which are currently full. There was a warm winter in Europe and here, so the expected drawdown didn't happen. She doesn't invest in this space, but ARC a long time ago. Arc is a good producer, well-run.

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

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 19

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 22

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, 22 stock analysts published opinions about ARX-T. 19 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . 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 on . 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?

22 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 2023-09-22, Arc Resources Ltd (ARX-T) stock closed at a price of $20.65.