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

Last Price Recorded: $13.2700 on 2018-01-18

ON STOCKCHASE SINCE Nov 2000

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

Last Price Recorded: $13.2700 on 2018-01-18

ON STOCKCHASE SINCE Nov 2000

oil/gas

Arc Resources Ltd


Signal Opinion Expert
COMMENT
Arc Resources Ltd(ARX-T) 

February 10, 2016

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

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...

PricePrice
$16.600
Owned Owned
Unknown

COMMENT
Arc Resources Ltd(ARX-T) 

February 9, 2016

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

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 ...

PricePrice
$16.850
Owned Owned
Yes

TOP PICK
Arc Resources Ltd(ARX-T) 

February 4, 2016

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

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 Ma...

PricePrice
$18.290
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

December 31, 2015

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

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

Partner & Senior Portfolio Manager, Ninepoint Partners...

PricePrice
$16.700
Owned Owned
No

HOLD
Arc Resources Ltd(ARX-T) 

December 14, 2015

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

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 Capi...

PricePrice
$15.970
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

December 11, 2015

This is a great company. Hasn’t owned it for a long time. His company has it as a sector outperform with a $20 target. The yield is sustainable. This is one that he might be adding.

oil/gas

This is a great company. Hasn’t owned it for a long time. His company has it as a sector outperform with a $20 target. The yield is sustainable. This is one that he might be adding.

oil/gas
Jaime Carrasco

Director & Associate Portfolio Manager, Scotiabank, Global W...

PricePrice
$15.950
Owned Owned
No

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

December 2, 2015

(A Top Pick June 12/15. Down 15.05%.) Still likes this a lot. Had some challenges with their Q3, but that was very temporary. Really likes the asset base. Quality management team. Even though they have exposure on the natural gas side, they have done well with their hedges. To have natural gas exposure with a company that also has a lot of oil exposure, it is definitely a healthy way to go.

oil/gas

(A Top Pick June 12/15. Down 15.05%.) Still likes this a lot. Had some challenges with their Q3, but that was very temporary. Really likes the asset base. Quality management team. Even though they have exposure on the natural gas side, they have done well with their hedges. To have natural gas exposure with a company that also has a lot of oil exposure, it is definitely a healthy way to go.

oil/gas
Swanzy Quarshie

Portfolio Manager, Sentry Investments...

PricePrice
$18.120
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

November 27, 2015

Only owns 2 energy stocks, and this is one of them. This is part oil and part gas. Has held up relatively well. Likes management and its land position. Balance sheet is good. A dividend with a resource stock is never 100% safe, but in most conditions this company’s dividend is safe. He likes the long-term outlook. Dividend yield of 6.6%.

oil/gas

Only owns 2 energy stocks, and this is one of them. This is part oil and part gas. Has held up relatively well. Likes management and its land position. Balance sheet is good. A dividend with a resource stock is never 100% safe, but in most conditions this company’s dividend is safe. He likes the long-term outlook. Dividend yield of 6.6%.

oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$18.160
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

September 25, 2015

A liquids rich gas producer and one of the grandfathers in the Montney space. A name that will let you sleep well at night, because they are such stewards of value and value creation. Never cheap, but always delivers. It has weathered the storm better than most, probably because of the strength of its balance sheet. Well hedged at about 40% through 2016. Can still deliver growth of probably 5% from growth and 6%-7% on yield.

oil/gas

A liquids rich gas producer and one of the grandfathers in the Montney space. A name that will let you sleep well at night, because they are such stewards of value and value creation. Never cheap, but always delivers. It has weathered the storm better than most, probably because of the strength of its balance sheet. Well hedged at about 40% through 2016. Can still deliver growth of probably 5% from growth and 6%-7% on yield.

oil/gas
Dennis da Silva

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

PricePrice
$18.140
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

August 31, 2015

More gas than oil. It is strategically located if we could ever get any of the gas lines built to the West Coast. They have lots of reserves. Thinks it will pick back up again, but we need a couple of things to happen. We need the energy complex to get some money in it. The sector is cheap. Dividend yield of 6%.

oil/gas

More gas than oil. It is strategically located if we could ever get any of the gas lines built to the West Coast. They have lots of reserves. Thinks it will pick back up again, but we need a couple of things to happen. We need the energy complex to get some money in it. The sector is cheap. Dividend yield of 6%.

oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$19.780
Owned Owned
Yes

DON'T BUY
Arc Resources Ltd(ARX-T) 

August 6, 2015

Doesn't think that the dividend is safe in this sector and recommends staying away from it.

 

oil/gas

Doesn't think that the dividend is safe in this sector and recommends staying away from it.

 

oil/gas
David Baskin

President, Baskin Wealth Manage...

PricePrice
$19.640
Owned Owned
Unknown

TOP PICK
Arc Resources Ltd(ARX-T) 

July 30, 2015

A quality company that runs its business like it will be around for another 25 years.  Hold it for a long time and see 10% a year.

oil/gas

A quality company that runs its business like it will be around for another 25 years.  Hold it for a long time and see 10% a year.

oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$20.330
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

July 24, 2015

One of the higher-quality companies and thinks it will be a survivor coming out of this. About a 60% gas producer. Good assets. He can’t guarantee the dividend is safe as it will depend on commodity prices.

oil/gas

One of the higher-quality companies and thinks it will be a survivor coming out of this. About a 60% gas producer. Good assets. He can’t guarantee the dividend is safe as it will depend on commodity prices.

oil/gas
Jeff Young

Co-CEO & CIO, NexGen Financial...

PricePrice
$19.210
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

June 29, 2015

A producer in the energy industry.  An ENP producer.  They have hedges in place.  The payout is slightly over 100% in this environment.  Steady dividend growth.

oil/gas

A producer in the energy industry.  An ENP producer.  They have hedges in place.  The payout is slightly over 100% in this environment.  Steady dividend growth.

oil/gas
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$21.180
Owned Owned
Unknown

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

June 22, 2015

(Top Pick May 23/14, Down 28.68%) The play is getting better and better for them.  They run it to create long term value and she still likes it.  LNG projects could be a potential outlet for their gas.  They are one of the lower cost gas producers in the basin.

oil/gas

(Top Pick May 23/14, Down 28.68%) The play is getting better and better for them.  They run it to create long term value and she still likes it.  LNG projects could be a potential outlet for their gas.  They are one of the lower cost gas producers in the basin.

oil/gas
Michele Robitaille

Portfolio Manager, Guardian Capital...

PricePrice
$21.900
Owned Owned
Yes

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