Arc Resources Ltd | StockChase
507
Arc Resources Ltd (ARX-T)

Last Price Recorded: $13.8800 on 2017-12-15

ON STOCKCHASE SINCE Nov 2000

oil/gas
507
Arc Resources Ltd (ARX-T)

Last Price Recorded: $13.8800 on 2017-12-15

ON STOCKCHASE SINCE Nov 2000

oil/gas

Arc Resources Ltd


Signal Opinion Expert
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

COMMENT
Arc Resources Ltd(ARX-T) 

June 16, 2017

Largely a natural gas company, largely in British Columbia. He prefers natural gas to oil. The outlook for natural gas is on “shortages of being able to be delivered”. A well-run company with a good balance sheet and good properties, largely in BC. When he bought this, there was a Liberal government that was open to resources and LNG, and now there is a coalition government who are against resources, and that is affecting the BC producers.

oil/gas

Largely a natural gas company, largely in British Columbia. He prefers natural gas to oil. The outlook for natural gas is on “shortages of being able to be delivered”. A well-run company with a good balance sheet and good properties, largely in BC. When he bought this, there was a Liberal government that was open to resources and LNG, and now there is a coalition government who are against resources, and that is affecting the BC producers.

oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$16.720
Owned Owned
Yes

WATCH
Arc Resources Ltd(ARX-T) 

June 12, 2017

It was a in a downtrend and then made a base.  It started taking out old highs, was moving up and then it hit a bit of a lid and took out a previously low, so it is starting a new downtrend.  It may be basing again.  It is too early in the basing phase, if it is basing.

oil/gas

It was a in a downtrend and then made a base.  It started taking out old highs, was moving up and then it hit a bit of a lid and took out a previously low, so it is starting a new downtrend.  It may be basing again.  It is too early in the basing phase, if it is basing.

oil/gas
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$17.320
Owned Owned
Unknown

COMMENT

The company has reshaped itself after its particular crisis about 1.5 years back, and are operating quite comfortably, but isn’t cranking the handle for everyone. In the long-term, this will continue to be one of the majors. If you want to be in the sector, then continue to hold.

oil/gas

The company has reshaped itself after its particular crisis about 1.5 years back, and are operating quite comfortably, but isn’t cranking the handle for everyone. In the long-term, this will continue to be one of the majors. If you want to be in the sector, then continue to hold.

oil/gas
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$17.750
Owned Owned
Unknown

HOLD

Sell holdings? She actually added a bit to her holdings in December when OPEC 1st announced the production cuts. A very low cost producer and in a very attractive region in the Montney. Have a very strong balance sheet, stronger than its peers. She would not sell this, and is hoping for improved energy prices over the next 6-12 months.

oil/gas

Sell holdings? She actually added a bit to her holdings in December when OPEC 1st announced the production cuts. A very low cost producer and in a very attractive region in the Montney. Have a very strong balance sheet, stronger than its peers. She would not sell this, and is hoping for improved energy prices over the next 6-12 months.

oil/gas
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$18.100
Owned Owned
Yes

COMMENT

Has been dramatically underweight in the energy space. He started the year with a view that oil was going to be $45-$55 for this year. Bargains are starting to appear. In the oil patch, this is one of those names he would be looking at. It’s liquid and it is well run.

oil/gas

Has been dramatically underweight in the energy space. He started the year with a view that oil was going to be $45-$55 for this year. Bargains are starting to appear. In the oil patch, this is one of those names he would be looking at. It’s liquid and it is well run.

oil/gas
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$17.740
Owned Owned
No

DON'T BUY

This has been a disappointment. On a seasonal basis, energy stocks like this, particularly the gassy ones, do very well from around the end of January right through until the middle of May. This year, it is just not doing it. Technically it is in a downward trend and underperforming the market. Look for better opportunities elsewhere.

oil/gas

This has been a disappointment. On a seasonal basis, energy stocks like this, particularly the gassy ones, do very well from around the end of January right through until the middle of May. This year, it is just not doing it. Technically it is in a downward trend and underperforming the market. Look for better opportunities elsewhere.

oil/gas
Don Vialoux

Research Analyst, TimingTheMarket.CA &...

PricePrice
$18.140
Owned Owned
Unknown

DON'T BUY
Arc Resources Ltd(ARX-T) 

April 25, 2017

The fact that the chart has been moving downwards, at the time that natural gas has been going up, is not a good sign. Wait for it to start to show positive absolute performance.

oil/gas

The fact that the chart has been moving downwards, at the time that natural gas has been going up, is not a good sign. Wait for it to start to show positive absolute performance.

oil/gas
Brooke Thackray

President, Jov Investment Manag...

PricePrice
$18.280
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

April 24, 2017

A great, long term story, although the chart looks awful. It has a good yield and it is extremely well-managed.

oil/gas

A great, long term story, although the chart looks awful. It has a good yield and it is extremely well-managed.

oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$18.110
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

April 21, 2017

Low cost natural gas producer. Very efficient and very reliable growth. Production has steadily increased every year since 2012. Relative to the group, the valuation is okay. Great balance sheet, which is key in the oil names. A quality name, and probably an opportunity here.

oil/gas

Low cost natural gas producer. Very efficient and very reliable growth. Production has steadily increased every year since 2012. Relative to the group, the valuation is okay. Great balance sheet, which is key in the oil names. A quality name, and probably an opportunity here.

oil/gas
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$18.420
Owned Owned
Unknown

COMMENT
Arc Resources Ltd(ARX-T) 

April 5, 2017

The grandfather of the Montney play in terms of a very well-run company. A very disciplined management team and a strong balance sheet. The issue is really just gas prices. They have a great growth plan to grow from their 120,000 BOE a day, and have the ability to get their product to market. The biggest risk is really just gas prices.

oil/gas

The grandfather of the Montney play in terms of a very well-run company. A very disciplined management team and a strong balance sheet. The issue is really just gas prices. They have a great growth plan to grow from their 120,000 BOE a day, and have the ability to get their product to market. The biggest risk is really just gas prices.

oil/gas
Dennis da Silva

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

PricePrice
$19.090
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

March 23, 2017

You can’t fault them as a company.  His problem is that you pay a premium.  If you are very bullish, this is not the one to own, but you can sleep at night with this one.

oil/gas

You can’t fault them as a company.  His problem is that you pay a premium.  If you are very bullish, this is not the one to own, but you can sleep at night with this one.

oil/gas
Eric Nuttall

Senior Portfolio Manager, Ninepoint Partners...

PricePrice
$18.600
Owned Owned
Unknown

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

March 17, 2017

(A Top Pick Feb 4/16. Up 7%.) A really well-managed company. Oil and gas exposure. A yield of about 3%. Good balance sheet and well diversified in terms of operations.

oil/gas

(A Top Pick Feb 4/16. Up 7%.) A really well-managed company. Oil and gas exposure. A yield of about 3%. Good balance sheet and well diversified in terms of operations.

oil/gas
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$18.880
Owned Owned
Yes

TOP PICK
Arc Resources Ltd(ARX-T) 

February 10, 2017

He likes that it is about 72% natural gas, and mostly in the Montney in BC. It recently sold a major piece of its oil operation in Saskatchewan. They are a low-cost producer. Great management. Dividend yield of 2.89%. (Analysts’ price target is $27.00)

oil/gas

He likes that it is about 72% natural gas, and mostly in the Montney in BC. It recently sold a major piece of its oil operation in Saskatchewan. They are a low-cost producer. Great management. Dividend yield of 2.89%. (Analysts’ price target is $27.00)

oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$20.740
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

February 1, 2017

He likes this and thinks it is very well positioned. Selling between 7 and 8 times cash flow, which is not too bad. There is potential for it to pay more dividends going forward, particularly if the environment continues to pick up. A very well structured and very well financed company. Fairly good balance sheet within the industry.

oil/gas

He likes this and thinks it is very well positioned. Selling between 7 and 8 times cash flow, which is not too bad. There is potential for it to pay more dividends going forward, particularly if the environment continues to pick up. A very well structured and very well financed company. Fairly good balance sheet within the industry.

oil/gas
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$20.360
Owned Owned
Yes

BUY on WEAKNESS
Arc Resources Ltd(ARX-T) 

January 23, 2017

Gas is constrained (See today's market comment above).  ARX-T never got cheap last year when gas pulled back.  He bought TOU-T and then VET-T.  He would have bought ARX-T, but it just never came off.  It never got creamed.

oil/gas

Gas is constrained (See today's market comment above).  ARX-T never got cheap last year when gas pulled back.  He bought TOU-T and then VET-T.  He would have bought ARX-T, but it just never came off.  It never got creamed.

oil/gas
Bill Harris, CFA

Portfolio Manager, Avenue Investment Ma...

PricePrice
$20.430
Owned Owned
No

COMMENT
Arc Resources Ltd(ARX-T) 

January 18, 2017

A good name. It is down 10%, because he thinks it is border tax concern. Also, natural gas prices kind of had the stuffing knocked out of them in the first 2 weeks of January. Their balance sheet is really fine. Valuation is a little bit pricey relative to its peers, but it is not an expensive valuation. The dividend is paying you to wait, and is fairly sustainable. He is looking at a $3.30 natural gas price. Thinks you will be fine.

oil/gas

A good name. It is down 10%, because he thinks it is border tax concern. Also, natural gas prices kind of had the stuffing knocked out of them in the first 2 weeks of January. Their balance sheet is really fine. Valuation is a little bit pricey relative to its peers, but it is not an expensive valuation. The dividend is paying you to wait, and is fairly sustainable. He is looking at a $3.30 natural gas price. Thinks you will be fine.

oil/gas
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$20.830
Owned Owned
Unknown

PARTIAL BUY
Arc Resources Ltd(ARX-T) 

January 11, 2017

67% natural gas liquids, and their properties are in very low cost regions, Northeast BC. Like many other producers, they’ve cut the CapX budgets from a few years ago, and are kind of repositioning where they want to focus. They are increasing their CapX budgets this year. At these price levels, she would start nibbling.

oil/gas

67% natural gas liquids, and their properties are in very low cost regions, Northeast BC. Like many other producers, they’ve cut the CapX budgets from a few years ago, and are kind of repositioning where they want to focus. They are increasing their CapX budgets this year. At these price levels, she would start nibbling.

oil/gas
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$21.440
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

January 5, 2017

Natural gas and oil. He has watched this over the years. The company has done well along with all the rest of them. Good management.

oil/gas

Natural gas and oil. He has watched this over the years. The company has done well along with all the rest of them. Good management.

oil/gas
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$22.790
Owned Owned
No

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