Arc Resources Ltd

ARX-T

TSE:ARX

4.87
0.20 (4.28%)
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.
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Analysis and Opinions about ARX-T

Signal
Opinion
Expert
WATCH
WATCH
January 24, 2020
A good entry now? The company likes the dividend model. The balance sheet is in good shape - $840 million debt vs $3.5 billion in equity. Production is 67% liquids. They expect production growth in Q4 2020. It is on his watch list. He thinks the dividend is secure. Yield 8.5%
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Arc Resources Ltd (ARX-T)
January 24, 2020
A good entry now? The company likes the dividend model. The balance sheet is in good shape - $840 million debt vs $3.5 billion in equity. Production is 67% liquids. They expect production growth in Q4 2020. It is on his watch list. He thinks the dividend is secure. Yield 8.5%
HOLD
HOLD
January 17, 2020

Income safe? Both ARX (8% yield and 100% payout ratio) and IPL (yield of 7.7% payout ratio of 110%). He thinks both should be fine to continue with the dividend. If he had to pick, he would prefer ARX as a producer and with lower debt.

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Arc Resources Ltd (ARX-T)
January 17, 2020

Income safe? Both ARX (8% yield and 100% payout ratio) and IPL (yield of 7.7% payout ratio of 110%). He thinks both should be fine to continue with the dividend. If he had to pick, he would prefer ARX as a producer and with lower debt.

BUY
BUY
January 8, 2020
Recent price drop? One of his favorites in energy. Relative to its peers, it is well capitalized and has good production prospects. He would recommend it. If you are only going to own a couple of holdings in energy, he would consider holding an integrated. Yield 7.5%
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Recent price drop? One of his favorites in energy. Relative to its peers, it is well capitalized and has good production prospects. He would recommend it. If you are only going to own a couple of holdings in energy, he would consider holding an integrated. Yield 7.5%
HOLD
HOLD
January 3, 2020
A well run company that has a blend of oil and gas. It has rebounded in price nicely. This is one of his five go-to names in the energy space.
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A well run company that has a blend of oil and gas. It has rebounded in price nicely. This is one of his five go-to names in the energy space.
STRONG BUY
STRONG BUY
December 31, 2019
Arc vs. CPG A high-quality energy company. This used to be a $30 stock. A very well-run company, trading at historically low multiples and pays nearly a 7% yield. They operate in a great location, run by fine managers. Not too much debt. This remains a screaming buy at these levels. If there is a lift in oil sentiment, this will easily rise past $10. Better than CPG.
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Arc Resources Ltd (ARX-T)
December 31, 2019
Arc vs. CPG A high-quality energy company. This used to be a $30 stock. A very well-run company, trading at historically low multiples and pays nearly a 7% yield. They operate in a great location, run by fine managers. Not too much debt. This remains a screaming buy at these levels. If there is a lift in oil sentiment, this will easily rise past $10. Better than CPG.
BUY
BUY
December 20, 2019
A Canadian gas producer that pays a good dividend. Not a very exciting chart, but it is a well managed company. The dividend is safe. With the price of gas taking a beating over the last couple years, it’s probably reached a low point.
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Arc Resources Ltd (ARX-T)
December 20, 2019
A Canadian gas producer that pays a good dividend. Not a very exciting chart, but it is a well managed company. The dividend is safe. With the price of gas taking a beating over the last couple years, it’s probably reached a low point.
BUY
BUY
December 19, 2019
It's been a pretty decent winner. It may seem like you missed the rally, but these stocks got so beaten down. The rally, when compared to a 5 year chart, shows the upside potential. They have high quality assets, and a management team that is tried and tested; an extremely strong balance sheet and optimality on developing their asset with improved completion techniques.
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Arc Resources Ltd (ARX-T)
December 19, 2019
It's been a pretty decent winner. It may seem like you missed the rally, but these stocks got so beaten down. The rally, when compared to a 5 year chart, shows the upside potential. They have high quality assets, and a management team that is tried and tested; an extremely strong balance sheet and optimality on developing their asset with improved completion techniques.
BUY
BUY
December 13, 2019

Last time he was on, it was a good recommendation. It's a great company. He particularly likes that the gas market is going well. Momentum is good.

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Arc Resources Ltd (ARX-T)
December 13, 2019

Last time he was on, it was a good recommendation. It's a great company. He particularly likes that the gas market is going well. Momentum is good.

COMMENT
COMMENT
December 11, 2019
Tax loss selling? He thinks AECO natural gas prices going up 400% from lows in October are helping the valuation. This may have kept the share price from falling too much with seasonal tax loss selling. He does not know where AECO prices are going forward, but if you feel they are going to hold or go higher, now is the time to buy.
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Arc Resources Ltd (ARX-T)
December 11, 2019
Tax loss selling? He thinks AECO natural gas prices going up 400% from lows in October are helping the valuation. This may have kept the share price from falling too much with seasonal tax loss selling. He does not know where AECO prices are going forward, but if you feel they are going to hold or go higher, now is the time to buy.
WATCH
WATCH
December 6, 2019
The chart is showing a consolidation phase. If the price breaks above the recent high, it would be quite positive.
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Arc Resources Ltd (ARX-T)
December 6, 2019
The chart is showing a consolidation phase. If the price breaks above the recent high, it would be quite positive.
BUY
BUY
November 21, 2019
It is pretty cheap. Under $6 you should buy it. They can produce gas for the LNG potential. Under $6 it is a gift. Almost a 10% dividend yield. (Analysts’ price target is $9.22)
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Arc Resources Ltd (ARX-T)
November 21, 2019
It is pretty cheap. Under $6 you should buy it. They can produce gas for the LNG potential. Under $6 it is a gift. Almost a 10% dividend yield. (Analysts’ price target is $9.22)
SELL
SELL
November 19, 2019
The chart is broken and acting poorly. If you're young, you can take a chance with this. Otherwise, sell this.
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Arc Resources Ltd (ARX-T)
November 19, 2019
The chart is broken and acting poorly. If you're young, you can take a chance with this. Otherwise, sell this.
BUY
BUY
November 18, 2019
Great dividend. The management team is excellent. They have a huge undeveloped land position. They own a lot of infrastructure themselves. They will be increasing egress capacity. There are a lot of positives in this company but nobody wants to own oil and gas companies. This would be his number one choice for an oil and gas company.
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Arc Resources Ltd (ARX-T)
November 18, 2019
Great dividend. The management team is excellent. They have a huge undeveloped land position. They own a lot of infrastructure themselves. They will be increasing egress capacity. There are a lot of positives in this company but nobody wants to own oil and gas companies. This would be his number one choice for an oil and gas company.
BUY
BUY
November 18, 2019
He likes it. It's bottoming. Energy should rise next year and so should this.
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Arc Resources Ltd (ARX-T)
November 18, 2019
He likes it. It's bottoming. Energy should rise next year and so should this.
BUY
BUY
November 15, 2019
He thinks there is still good upside to come. The sector has put all the good companies in the same camp as the poor performers and dragged all down to the same reduced valuations. Arc is yielding 9.1% and trades at a 25% discount to their reserve valuation. Out to 2021 their spending drops to create a 10% free cash flow yield after paying the dividend. He still sees this as an opportunity.
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Arc Resources Ltd (ARX-T)
November 15, 2019
He thinks there is still good upside to come. The sector has put all the good companies in the same camp as the poor performers and dragged all down to the same reduced valuations. Arc is yielding 9.1% and trades at a 25% discount to their reserve valuation. Out to 2021 their spending drops to create a 10% free cash flow yield after paying the dividend. He still sees this as an opportunity.
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