Arc Resources Ltd

ARX-T

TSE:ARX

7.50
0.02 (0.27%)
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.
More at Wikipedia

Analysis and Opinions about ARX-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 16, 2019
He does not think the dividend will be cut, unless commodity values drop sharply or they decide to use capital to buy back shares. They have a huge undeveloped land holding position. The management team is building the company for the next decade. He has faith in them. Yield 9.23%. (Analysts’ price target is $11.37)
He does not think the dividend will be cut, unless commodity values drop sharply or they decide to use capital to buy back shares. They have a huge undeveloped land holding position. The management team is building the company for the next decade. He has faith in them. Yield 9.23%. (Analysts’ price target is $11.37)
Ryan Bushell
President, Newhaven Asset Management
Price
$6.580
Owned
Yes
DON'T BUY
DON'T BUY
July 16, 2019
Its trend channel is heading south, not north. If it stops making lower lows and lower highs, it may start basing, which would be good. It's not going sideways yet, but keeps going down.
Its trend channel is heading south, not north. If it stops making lower lows and lower highs, it may start basing, which would be good. It's not going sideways yet, but keeps going down.
Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$6.580
Owned
Unknown
DON'T BUY
DON'T BUY
July 9, 2019
A weak stock and if the market tumbles, the dividend will get cut.
A weak stock and if the market tumbles, the dividend will get cut.
Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$6.310
Owned
Unknown
DON'T BUY
DON'T BUY
July 3, 2019
A really good company with great properties. But it doesn't matter as their base is natural gas, where prices are not going any where. It may look cheap as a stock, but it is not changing anytime soon.
A really good company with great properties. But it doesn't matter as their base is natural gas, where prices are not going any where. It may look cheap as a stock, but it is not changing anytime soon.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$6.260
Owned
No
COMMENT
COMMENT
June 14, 2019
Dividend can get cut at any time. They'll do it to protect the balance sheet at any cost, and the stock may go up. Methodical execution. As long as there's a conventional oil and gas business, ARC will be there.
Dividend can get cut at any time. They'll do it to protect the balance sheet at any cost, and the stock may go up. Methodical execution. As long as there's a conventional oil and gas business, ARC will be there.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$6.680
Owned
Unknown
DON'T BUY
DON'T BUY
June 7, 2019
It's in no-man's land now. Avoid new lows like this. This could fall to $5.
It's in no-man's land now. Avoid new lows like this. This could fall to $5.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$7.090
Owned
Unknown
WEAK BUY
WEAK BUY
May 24, 2019
Their debt is very low and acceptable and have lots of cash. Book value is over $10 per share. A high yield and good company in the right fairway. They are liquids rich. He thinks this is a very cheap stock, but there are so many others that you can own. There could be another 5-10% downside for weakness. Yield 7.5%.
Their debt is very low and acceptable and have lots of cash. Book value is over $10 per share. A high yield and good company in the right fairway. They are liquids rich. He thinks this is a very cheap stock, but there are so many others that you can own. There could be another 5-10% downside for weakness. Yield 7.5%.
Josef Schachter
President, Schachter Asset Management
Price
$7.890
Owned
No
TOP PICK
TOP PICK
May 23, 2019
It is getting kicked out of the MSCI world index tomorrow and going into the small cap index. It got beaten up and so he is recommending it for an energy stock. (Analysts’ price target is $13.23)
It is getting kicked out of the MSCI world index tomorrow and going into the small cap index. It got beaten up and so he is recommending it for an energy stock. (Analysts’ price target is $13.23)
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$7.960
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 10, 2019
(A Top Pick Apr 05/18, Down 42%) He got stopped out. Crude prices have not rallied, so the stock has not improved. Energy is great value at the moment, but this would not be his first entry back into the space.
(A Top Pick Apr 05/18, Down 42%) He got stopped out. Crude prices have not rallied, so the stock has not improved. Energy is great value at the moment, but this would not be his first entry back into the space.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$7.920
Owned
No
TOP PICK
TOP PICK
April 30, 2019
The disparity in oil stocks between fundamentals and share prices has never been wider, but ARX falls into a nice middle ground. It's been hit the last few days on weak gas prices, but two-thirds of cash flows are supported by oil, but they also have long-term exposure to LNG Canada and LPG export. Plus, they're marketing their products to the States. Well-run and you get paid a 7% dividend. (Analysts’ price target is $13.53)
The disparity in oil stocks between fundamentals and share prices has never been wider, but ARX falls into a nice middle ground. It's been hit the last few days on weak gas prices, but two-thirds of cash flows are supported by oil, but they also have long-term exposure to LNG Canada and LPG export. Plus, they're marketing their products to the States. Well-run and you get paid a 7% dividend. (Analysts’ price target is $13.53)
Ryan Bushell
President, Newhaven Asset Management
Price
$8.510
Owned
Yes
DON'T BUY
DON'T BUY
April 30, 2019
Still on its long downtrend.
Still on its long downtrend.
Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$8.510
Owned
No
HOLD
HOLD
April 26, 2019
It is an ultra-high level quality company that has been impacted by its exposure to natural gas production. It only trades at 3-4 times cash flow, when it used to trade at 8 times. The lack of trading liquidity in the space is holding back valuations. The only knock is that they are outspending cash flow this year. A short term issue. A solid name.
It is an ultra-high level quality company that has been impacted by its exposure to natural gas production. It only trades at 3-4 times cash flow, when it used to trade at 8 times. The lack of trading liquidity in the space is holding back valuations. The only knock is that they are outspending cash flow this year. A short term issue. A solid name.
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$8.630
Owned
_N/A
COMMENT
COMMENT
April 18, 2019
Stock is cheap here. Pays a monthly dividend of almost 7%. Book value is $10.39. All natural gas stocks have been beat up. Paid down debt, and equity's gone up. Decent balance sheet. Sitting in the fairway that will benefit from LNG exports 3-4 years from now. Not on his list, but sees the merits of owning it.
Stock is cheap here. Pays a monthly dividend of almost 7%. Book value is $10.39. All natural gas stocks have been beat up. Paid down debt, and equity's gone up. Decent balance sheet. Sitting in the fairway that will benefit from LNG exports 3-4 years from now. Not on his list, but sees the merits of owning it.
Josef Schachter
President, Schachter Asset Management
Price
$9.280
Owned
No
DON'T BUY
DON'T BUY
April 17, 2019
He used to own it. A great company, but it produces natural gas in Northern BC. The market fundamentals are awful there. He sold out at $14 and he is glad to not own it.
He used to own it. A great company, but it produces natural gas in Northern BC. The market fundamentals are awful there. He sold out at $14 and he is glad to not own it.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$9.340
Owned
No
BUY
BUY
April 11, 2019
He sold at the end of the year. This has historically been one of the best run companies. They are caught up in the lack of ability to get gas out of the country. You are getting paid to wait. Consider adding to it here. When these stocks go up, they go up a lot.
He sold at the end of the year. This has historically been one of the best run companies. They are caught up in the lack of ability to get gas out of the country. You are getting paid to wait. Consider adding to it here. When these stocks go up, they go up a lot.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$9.280
Owned
No
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