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

Last Price Recorded: $16.0100 on 2017-11-16

ON STOCKCHASE SINCE Nov 2000

oil/gas

Arc Resources Ltd


Signal Opinion Expert

2015-04-09

SELL
Arc Resources Ltd (ARX-T)

(Market Call Minute) Does not want to be exposed to energy.

oil/gas
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $22.640
Owned: No

2015-04-08

HOLD
Arc Resources Ltd (ARX-T)

A perfect stock for a long-term investor. They’re running this very efficiently. A low cost structure. They are not making short-term decisions to manage the market. It will be up and down with the commodities, but management is doing the right things.

oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price: $22.230
Owned: Unknown

2015-04-02

COMMENT
Arc Resources Ltd (ARX-T)

This is a core holding for him. He considers a management team to be amongst the best in the business. They have a very disciplined focus on profitability. This gives you about a 60% weighting towards natural gas, which is very well hedged with favourable prices relative to strip. 40% of their asset base is oil weighted. He is quite comfortable with the sustainability of the dividend.

oil/gas
Mason Granger

Portfolio Manager, Sentry Investments

Price: $22.560
Owned: Yes

2014-12-22

TOP PICK
Arc Resources Ltd (ARX-T)

Regarded as one of the premier oil names. Oil is cheap and you can buy quality oil names and eventually you will do well. This one is a little more gassy. He likes the location, the market it is exposed to, the management team and the balance sheet. At some point, maybe we’ll get the pipeline to the east. Dividend yield of 4.62%.

oil/gas
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $25.800
Owned: Yes

2014-12-15

BUY
Arc Resources Ltd (ARX-T)

Has been around for a long time.  Best in class.  Great management.  Probably one of the more supreme companies when it comes to managing production. 

oil/gas
Michael Bowman

Portfolio Manager, Wickham Investment Management

Price: $23.430
Owned: Unknown

2014-11-20

TOP PICK
Arc Resources Ltd (ARX-T)

There has been a big decline in energy prices. This is a very good management team.  The dividend is sustainable at current levels.  They have exposure to all the right markets.  A balanced portfolio.  Longer term this will make some money.

oil/gas
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $29.250
Owned: Yes

2014-10-23

HOLD
Arc Resources Ltd (ARX-T)

He is modeling this assuming that WTI oil is at $80 and stays there, and natural gas is at $3.50 and stays there. The balance sheet is still very strong. Cash flow is 1.1X versus its peers at around 3X. Cash flow growth would still be very strong at around 16%. Dividend growth rate would still be quite good with the payout ratio of about 117%, still sustainable relative to its peers at that level of about 145%. Valuation would still be good. An excellent operator with great resources. They stand to benefit from a lot of LNG opportunities opening up, seeing that they are 40% exposed to natural gas.

oil/gas
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $27.980
Owned: Unknown

2014-10-20

DON'T BUY
Arc Resources Ltd (ARX-T)

He is not bullish on the energy extraction industry at all right now.  There is a whole lot of oil, gas and coal in the world.  These guys are price takers.  There is nothing they can do to better their prospects in the market.  Capping wells is a bad solution for income investors.  Look in a more stable industry like a high paying REIT for income.

oil/gas
David Baskin

President, Baskin Wealth Management

Price: $28.700
Owned: Unknown

2014-09-22

HOLD
Arc Resources Ltd (ARX-T)

A core energy holding.  Has been a disappointment recently because of what Nat Gas is not doing.  4% yield.  It is too late to sell it.

oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $29.700
Owned: Yes

2014-09-04

COMMENT
Arc Resources Ltd (ARX-T)

This has done well. Dividend has been stable. Feels the natural gas price has to stay above $4 longer-term, and then they could look at increasing their dividend. The model is that they pay out a lot of the cash flow in dividends, so you can’t expect a big increase.

oil/gas
Douglas Kee

Chief Investment Officer, Leon Frazer & Associates

Price: $30.420
Owned: No

2014-08-25

PAST TOP PICK
Arc Resources Ltd (ARX-T)

(Top Pick Aug 19/13, Up 28.74%) A perennial sleep at night Nat gas stocks.  It always trades at a premium.  The dividend is very sustainable.

oil/gas
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $31.630
Owned: No

2014-08-22

BUY on WEAKNESS
Arc Resources Ltd (ARX-T)

Natural gas normally bottoms around the end of August, as do the stocks.  Now there is a nice little base pattern forming.  The trend is still not there yet and relative strength is probably slightly better than the TSE.  He likes gassy stocks and they are showing signs of base building. 

oil/gas
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $31.460
Owned: Unknown

2014-08-22

PAST TOP PICK
Arc Resources Ltd (ARX-T)

(A Top Pick Sept 19/13. Up 24.72%.) They continue to deliver. Have very good lands in northeast BC and Alberta, and are strong operators in that. Well-placed for LNG, should that come about at some time.

oil/gas
Jeff Young

Co-CEO & CIO, NexGen Financial

Price: $31.460
Owned: Yes

2014-07-31

BUY
Arc Resources Ltd (ARX-T)

Suffered a little bit because natural gas prices have come down. He is constructive on this name. Just reported and had 110,000 production versus 107,000 that the market was looking for. Their Parkland and Tower assets are having very impressive production growth. His model suggests that this could have 40% earnings growth over the next few years. Payout ratio of 116% on 2015 estimates is pretty good. A pretty clean balance sheet.

oil/gas
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $30.040
Owned: Unknown

2014-05-23

TOP PICK
Arc Resources Ltd (ARX-T)

One of the premier names in oil/gas in Canada. Great track record of creating shareholder value. Very strong management team. Strong technical focus on a risk managed basis, which she tends to like. Very committed to being a balanced income and growth player. Have had top quartile efficiencies in all of their plays. Their recycle ratios are about 2.2, comparing very well with their peers. Very low funding and development costs. Have been able to replace the reserves by more than 200%. Dividend yield of 3.76%.

oil/gas
Michele Robitaille

Portfolio Manager, Guardian Capital

Price: $32.000
Owned: Yes

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