Arc Resources Ltd | StockChase
505
Arc Resources Ltd (ARX-T)

Last Price Recorded: $15.8600 on 2017-11-20

ON STOCKCHASE SINCE Nov 2000

oil/gas

Arc Resources Ltd


Signal Opinion Expert

2016-12-19

TOP PICK
Arc Resources Ltd (ARX-T)

Midsized, gas weighted producer in Northeastern BC as well as Alberta.  Pristine balance sheet with all kinds of room to grow.  (Analysts’ Target: $27.24).

oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $23.280
Owned: Yes

2016-11-08

TOP PICK
Arc Resources Ltd (ARX-T)

About 60% natural gas and 40% oil, with most of its holdings in BC, not Alberta. He likes the outlook for gas. Gas is currently weak because it is warm, but that will change when we get a colder than normal winter. He likes management and the balance sheet. This is a low-cost producer. Dividend yield of 2.6%.

oil/gas
Norman Levine

Managing Director, Portfolio Management Corp

Price: $22.560
Owned: Yes

2016-11-01

PAST TOP PICK
Arc Resources Ltd (ARX-T)

(A Top Pick July 30/15. Up 19.49%.) Great management and great assets. They have basically a manufacturing operation of liquid rich gas in the Montney in BC. When you go through it in detail, you can see a 20-30 year plan. Pays a good dividend. Very high quality.

oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price: $23.000
Owned: Yes

2016-08-08

COMMENT
Arc Resources Ltd (ARX-T)

This is, in a large part, dependent on the commodity price. It used to be an income trust, and has always been a pretty well run company. He doesn’t own the Canadian energy sector, and is not a huge fan of the natural gas side. There is so much gas around, that it is hard to see gas prices rising much from here. No one is making much money at these prices. Costs and environmental costs keep going up.

oil/gas
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $23.660
Owned: No

2016-07-12

HOLD
Arc Resources Ltd (ARX-T)

This has been a consistent performer over the past 20 years and is well-managed. It is a mixture of oil and gas, and they are spreading out into the gassy side in northern BC. The LNG announcement yesterday was kind of a negative for the area. However, this is so diversified he thinks you are okay.

oil/gas
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $22.680
Owned: Unknown

2016-06-02

PAST TOP PICK
Arc Resources Ltd (ARX-T)

(A Top Pick June 8/15. Up 5.39%.) A company he likes to own within the resource sector. The trick in energy in the last couple of years has been to go with the strong companies with good management, fairly good financials, and that have the prospect of increasing production over time. Their major plays are in good areas. Has a yield of just under 3%.

oil/gas
Michael Sprung

President, Sprung Investment Management

Price: $21.740
Owned: Yes

2016-05-16

TOP PICK
Arc Resources Ltd (ARX-T)

An excellent company. Really good risk management. A great management team. Likes the balanced nature of their portfolio. They do very well hedging the gas component of their portfolio, because they are such good risk managers. Their resource base is probably one of the best in the country. Excellent technical team which is done very well with their drilling. Low cost operators. The company has lagged their high-quality peers, which she feels is unjustified. Dividend yield of 2.87%.

oil/gas
Swanzy Quarshie

Portfolio Manager, Sentry Investments

Price: $20.890
Owned: Yes

2016-05-16

PAST TOP PICK
Arc Resources Ltd (ARX-T)

(Past Top Pick, June 12, 2015 down 5.52%)  An excellent company. Really good risk management. A great management team. (See Top Picks)

oil/gas
Swanzy Quarshie

Portfolio Manager, Sentry Investments

Price: $20.890
Owned: Yes

2016-04-22

BUY on WEAKNESS
Arc Resources Ltd (ARX-T)

This is considered one of the best of the operators. Low cost, focused on natural gas with good oil components. Believes the balance sheet is in good shape. If you see this back up by $2-$3, it would be a great buy.

oil/gas
Josef Schachter

President, Schachter Asset Management

Price: $21.040
Owned: Unknown

2016-03-17

COMMENT
Arc Resources Ltd (ARX-T)

Arc Resources (ARX-T) or Altagas (ALA-T)? 2 very different companies. With this, you get both gas and oil exposure with a 60/40 split of gas to oil. He likes this, and thinks it should be a core holding in any energy portfolio. Have some tremendous assets in the Montney with a lot of running room, particularly with Dawson and Attachie. They are spending most of their capital and growing those 2 plays, and easing up on their Saskatchewan Cardium assets. Recently cut the distribution, which he agrees with.

oil/gas
Mason Granger

Portfolio Manager, Sentry Investments

Price: $19.650
Owned: Yes

2016-02-10

COMMENT
Arc Resources Ltd (ARX-T)

A natural gas specialist. This is a “Best in class” company in the oil/gas space. Has been able to maintain some growth in this environment as well as maintaining its balance sheet. They are really good at hedging. Have enormous torque to the Montney gas play, and there is a lot of upside to the story on this.

oil/gas
Swanzy Quarshie

Portfolio Manager, Sentry Investments

Price: $16.600
Owned: Unknown

2016-02-09

COMMENT
Arc Resources Ltd (ARX-T)

Hasn’t been adding any energy exposure for the last 1.5 years. This is a very low cost producer, located primarily in Alberta. Has an attractive yield. One of the higher-quality names. Supply growth in energy is still outpacing demand growth.

oil/gas
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $16.850
Owned: Yes

2016-02-04

TOP PICK
Arc Resources Ltd (ARX-T)

In exploration, development, crude oil, natural gas and natural gas liquids. They are in 5 core areas. One that they are putting a great deal of emphasis on is the Montney area, where they have had great success. Trading at 6 to 8 times price to cash flow. Has a very strong balance sheet and very good participation in their DRIP program. Dividend yield of 6.56%.

oil/gas
Michael Sprung

President, Sprung Investment Management

Price: $18.290
Owned: Yes

2015-12-31

COMMENT
Arc Resources Ltd (ARX-T)

This is one of those “steady Eddie” gold plated names, which he typically does not buy because it typically does not become a price where you can usually make some really good money. Has held up fairly well, down 20%. His position is to buy names that are down 80%, where there is blood in the streets. 7.2% dividend yield.

oil/gas
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $16.700
Owned: No

2015-12-14

HOLD
Arc Resources Ltd (ARX-T)

One of his 2 favourite energy stocks, with Crescent Point (CPG-T) being the other. Doing great work in the Montney area, building some gas plants. This is a long-term hold. He probably wouldn’t put new money into it today.

oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $15.970
Owned: Yes

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