Arc Resources Ltd | StockChase
510
Arc Resources Ltd (ARX-T)

Last Price Recorded: $13.5200 on 2018-01-17

ON STOCKCHASE SINCE Nov 2000

oil/gas
510
Arc Resources Ltd (ARX-T)

Last Price Recorded: $13.5200 on 2018-01-17

ON STOCKCHASE SINCE Nov 2000

oil/gas

Arc Resources Ltd


Signal Opinion Expert
DON'T BUY
Arc Resources Ltd(ARX-T) 

January 17, 2018

One of the best houses in a bad neighbourhood. A very high quality natural gas operator in Western Canada, in the Montney. They are producing in Alberta and British Columbia, were natural gas prices are nowhere near what they are getting for New York Mercantile gas. There is an excess supply of natural gas being produced in Western Canada. He’s generally vacated the gas producer space for the time being. He wouldn't be a buyer.

oil/gas

One of the best houses in a bad neighbourhood. A very high quality natural gas operator in Western Canada, in the Montney. They are producing in Alberta and British Columbia, were natural gas prices are nowhere near what they are getting for New York Mercantile gas. There is an excess supply of natural gas being produced in Western Canada. He’s generally vacated the gas producer space for the time being. He wouldn't be a buyer.

oil/gas
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$13.520
Owned Owned
No

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

December 28, 2017

(A Top Pick Feb 10/17, Down 26%)  He tax loss sold it and then bought it back yesterday.  It is a good energy company with an excellent balance sheet and excellent properties.  No one cared about energy this year and it was out of favour.  Canadian Natural Gas prices were quite poor this year.  The worst is behind it, however.

oil/gas

(A Top Pick Feb 10/17, Down 26%)  He tax loss sold it and then bought it back yesterday.  It is a good energy company with an excellent balance sheet and excellent properties.  No one cared about energy this year and it was out of favour.  Canadian Natural Gas prices were quite poor this year.  The worst is behind it, however.

oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$14.960
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

December 20, 2017

In terms of who is the best in consistency and track record, it is probably this company. It’s not just natural gas price in a company like this. They have much more exposure to getting the oil price as well as the natural gas price. However, gas is so low he had hoped he could get these things at a decent valuation. Because the company has done so well, it still has a premium valuation. He thinks he has a more consistent story out of Cenovus (CVE-T). (See Top Picks.)

oil/gas

In terms of who is the best in consistency and track record, it is probably this company. It’s not just natural gas price in a company like this. They have much more exposure to getting the oil price as well as the natural gas price. However, gas is so low he had hoped he could get these things at a decent valuation. Because the company has done so well, it still has a premium valuation. He thinks he has a more consistent story out of Cenovus (CVE-T). (See Top Picks.)

oil/gas
Bill Harris, CFA

Portfolio Manager, Avenue Investment Ma...

PricePrice
$14.360
Owned Owned
No

COMMENT
Arc Resources Ltd(ARX-T) 

December 15, 2017

This has just fallen apart with ECO prices, with Henry hub falling. The markets have been so good that portfolio managers are just taking losers and dumping them as tax loss selling targets. Thinks there will be a pop between now and the 3rd week of January. The bad news is that the dividend has a 142% effective payout ratio, so it is not safe. The balance sheet is not ironclad.

oil/gas

This has just fallen apart with ECO prices, with Henry hub falling. The markets have been so good that portfolio managers are just taking losers and dumping them as tax loss selling targets. Thinks there will be a pop between now and the 3rd week of January. The bad news is that the dividend has a 142% effective payout ratio, so it is not safe. The balance sheet is not ironclad.

oil/gas
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$13.880
Owned Owned
Unknown

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

November 22, 2017

(A Top Pick Dec 28/16. Down 30%.) In hindsight, this had been a mistake. The company has an excellent balance sheet, great management, is mostly natural gas in the Montney area. He was optimistic on the price of natural gas. His mistake was buying a Canadian natural gas stock rather than a US natural gas stock. The Henry hub price for natural gas has gone up significantly since last year. Unfortunately, most of the Canadian natural gas does not get priced at Henry hub, they get AECO which is priced off of Alberta, and that price has collapsed.

oil/gas

(A Top Pick Dec 28/16. Down 30%.) In hindsight, this had been a mistake. The company has an excellent balance sheet, great management, is mostly natural gas in the Montney area. He was optimistic on the price of natural gas. His mistake was buying a Canadian natural gas stock rather than a US natural gas stock. The Henry hub price for natural gas has gone up significantly since last year. Unfortunately, most of the Canadian natural gas does not get priced at Henry hub, they get AECO which is priced off of Alberta, and that price has collapsed.

oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$15.770
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

November 16, 2017

A well run company. The problem with this and a lot of the Western Canadian E&P’s is that the biggest part of production is natural gas coming out of Western Canada. At times in September, that production was basically worthless. The oil and condensates they are producing is worth quite a bit of money, but gas is almost being given away. The Western Canadian gas market continues to be depressed, and will be for a number of years.

oil/gas

A well run company. The problem with this and a lot of the Western Canadian E&P’s is that the biggest part of production is natural gas coming out of Western Canada. At times in September, that production was basically worthless. The oil and condensates they are producing is worth quite a bit of money, but gas is almost being given away. The Western Canadian gas market continues to be depressed, and will be for a number of years.

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$16.010
Owned Owned
Unknown

HOLD
Arc Resources Ltd(ARX-T) 

November 6, 2017

Natural Gas.  He does not have big exposure to the natural gas space.  He thinks it will be an increasingly important way going forward to replace coal.  There are huge, huge supplies.  It will probably range trade for years.  He does not see a huge upside.  He would hold now but if over the winter we get a cold spell and it shoots up gas prices, then it would be a time to liquidate.  Oil will trade at a discount to the North American market due to a lack of pipeline capacity.

oil/gas

Natural Gas.  He does not have big exposure to the natural gas space.  He thinks it will be an increasingly important way going forward to replace coal.  There are huge, huge supplies.  It will probably range trade for years.  He does not see a huge upside.  He would hold now but if over the winter we get a cold spell and it shoots up gas prices, then it would be a time to liquidate.  Oil will trade at a discount to the North American market due to a lack of pipeline capacity.

oil/gas
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$17.280
Owned Owned
Unknown

COMMENT
Arc Resources Ltd(ARX-T) 

November 3, 2017

Thinks LNG terminals ultimately get built in Western Canada, but not very excited about natural gas prices in the near term. This company is good and its balance sheet is good for 2018. Further into 2019, the balance sheet deteriorates with natural gas prices being where they are. Not cheap relative to its peers, trading at around 9X, whereas its peers are trading at around 7X. Doesn't see a whole lot of growth. Nice dividend, but is at a 165% payout ratio.

oil/gas

Thinks LNG terminals ultimately get built in Western Canada, but not very excited about natural gas prices in the near term. This company is good and its balance sheet is good for 2018. Further into 2019, the balance sheet deteriorates with natural gas prices being where they are. Not cheap relative to its peers, trading at around 9X, whereas its peers are trading at around 7X. Doesn't see a whole lot of growth. Nice dividend, but is at a 165% payout ratio.

oil/gas
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$16.610
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

October 31, 2017

This is known as a gas stock, but is fairly balanced with 60% gas and 40% oil. They have a great play in British Columbia, one of the higher-quality gas formations. Good management. You've seen a $10 pull back in the share price, similar to other gas stocks. Pays a nice dividend. It will have its time again. You just have to wait for colder weather and the supply/demand balance.

oil/gas

This is known as a gas stock, but is fairly balanced with 60% gas and 40% oil. They have a great play in British Columbia, one of the higher-quality gas formations. Good management. You've seen a $10 pull back in the share price, similar to other gas stocks. Pays a nice dividend. It will have its time again. You just have to wait for colder weather and the supply/demand balance.

oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$15.730
Owned Owned
Unknown

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

October 25, 2017

(A Top Pick Dec 21/16. Down 31.7%) A lot of the gas related stocks have been hit hard recently. The key in the gas and oil sector is to buy stocks that are well financed that can take advantage of opportunities on the market. He thinks we will see better results in the future and in the meantime you get a 3% dividend.

oil/gas

(A Top Pick Dec 21/16. Down 31.7%) A lot of the gas related stocks have been hit hard recently. The key in the gas and oil sector is to buy stocks that are well financed that can take advantage of opportunities on the market. He thinks we will see better results in the future and in the meantime you get a 3% dividend.

oil/gas
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$15.210
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

October 17, 2017

This is at EBV+2, $15.44. His model price is $18. They are paying out $.60. A mean estimate for earnings for next year is $.65. If there was a negative transit of $15.44, or the stock price goes below that, that is a Sell signal, and he would sell it.

oil/gas

This is at EBV+2, $15.44. His model price is $18. They are paying out $.60. A mean estimate for earnings for next year is $.65. If there was a negative transit of $15.44, or the stock price goes below that, that is a Sell signal, and he would sell it.

oil/gas
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$15.660
Owned Owned
Unknown

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

September 27, 2017

(A Top Pick Nov 8/16. Down 19%.) The whole energy complex has come down. Despite the fact that this is 70% natural gas and only 30% oil, it traded like an oil stock. In spite of being the best capitalized, one of the best run, and with great properties, especially in the Montney region of BC, it got sold off. The new BC government is against fracing, LNG, etc. It seems to have bottomed, which is a great buying opportunity.

oil/gas

(A Top Pick Nov 8/16. Down 19%.) The whole energy complex has come down. Despite the fact that this is 70% natural gas and only 30% oil, it traded like an oil stock. In spite of being the best capitalized, one of the best run, and with great properties, especially in the Montney region of BC, it got sold off. The new BC government is against fracing, LNG, etc. It seems to have bottomed, which is a great buying opportunity.

oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$17.740
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

September 15, 2017

(Market Call Minute.) Kind of a granddaddy of Montney. They’ve been in the play for a long time. He is kind of looking for a consistent 12% kager (?) and growth over the next 4 years. All the infrastructure is locked in. Has a beautiful yield.

oil/gas

(Market Call Minute.) Kind of a granddaddy of Montney. They’ve been in the play for a long time. He is kind of looking for a consistent 12% kager (?) and growth over the next 4 years. All the infrastructure is locked in. Has a beautiful yield.

oil/gas
Dennis da Silva

Managing Director & Sr Portfolio Manager, Middlefield Capital ...

PricePrice
$17.600
Owned Owned
Yes

TOP PICK
Arc Resources Ltd(ARX-T) 

August 18, 2017

Oil and gas company, mostly natural gas, mostly in BC.  A lot of that is explaining why it is acting as it is in the short term.  It has a secure dividend.  The problem is that it is in BC. He likes natural gas.  Buy things when they are beaten up. 

oil/gas

Oil and gas company, mostly natural gas, mostly in BC.  A lot of that is explaining why it is acting as it is in the short term.  It has a secure dividend.  The problem is that it is in BC. He likes natural gas.  Buy things when they are beaten up. 

oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$15.790
Owned Owned
Yes

TOP PICK
Arc Resources Ltd(ARX-T) 

July 25, 2017

Montney area, 70% gas.  He thinks the outlook for gas is better than oil.  It has been hurt by the fact that they are a BC energy producer.  We are closer to the bottom than the top in this industry.  (Analysts’ target: $22.50).

oil/gas

Montney area, 70% gas.  He thinks the outlook for gas is better than oil.  It has been hurt by the fact that they are a BC energy producer.  We are closer to the bottom than the top in this industry.  (Analysts’ target: $22.50).

oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$17.460
Owned Owned
Yes

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