Arc Resources Ltd | StockChase
507
Arc Resources Ltd (ARX-T)

Last Price Recorded: $13.8800 on 2017-12-15

ON STOCKCHASE SINCE Nov 2000

oil/gas
507
Arc Resources Ltd (ARX-T)

Last Price Recorded: $13.8800 on 2017-12-15

ON STOCKCHASE SINCE Nov 2000

oil/gas

Arc Resources Ltd


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

April 25, 2006

One of the best run income trusts out there. Somewhat natural gas oriented. Very sustainable.
oil/gas
One of the best run income trusts out there. Somewhat natural gas oriented. Very sustainable.
oil/gas
Wilf Gobert

Oil Analyst, Peters & Company...

PricePrice
$27.500
Owned Owned
No

BUY
Arc Resources Ltd(ARX-T) 

July 17, 2008

(Market Call Minute.) Trusts are probably not a bad way to weather the uncertainty in the oil market.
oil/gas
(Market Call Minute.) Trusts are probably not a bad way to weather the uncertainty in the oil market.
oil/gas
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$30.220
Owned Owned
Unknown

TOP PICK
Arc Resources Ltd(ARX-T) 

June 12, 2015

An opportunity for you to make money on oil or liquids growth, but also have the natural gas optionality. Has been a significant underperformer in an environment where it should actually be doing very well. This is one of those Hallmark Canadian dividend paying companies. Have a huge resource base in the Montneys that is potentially going to benefit from any exports from Canada if the LNG projects go forward. Dividend yield of 5.43%.

oil/gas

An opportunity for you to make money on oil or liquids growth, but also have the natural gas optionality. Has been a significant underperformer in an environment where it should actually be doing very well. This is one of those Hallmark Canadian dividend paying companies. Have a huge resource base in the Montneys that is potentially going to benefit from any exports from Canada if the LNG projects go forward. Dividend yield of 5.43%.

oil/gas
Swanzy Quarshie

Portfolio Manager, Sentry Investments...

PricePrice
$22.110
Owned Owned
Yes

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) 

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

TOP PICK

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

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...

PricePrice
$20.890
Owned Owned
Yes

PAST TOP PICK

(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

(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...

PricePrice
$20.890
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

January 11, 2007

Prefers trusts that have stable payouts. Resource trusts are depleting and are subject to commodity price trends. He prefers longer-term holds with more stable distributions. Those connected with the oil sands would be safer than others.
oil/gas
Prefers trusts that have stable payouts. Resource trusts are depleting and are subject to commodity price trends. He prefers longer-term holds with more stable distributions. Those connected with the oil sands would be safer than others.
oil/gas
Steve MacInnes

Chief Investment Officer, Inhance Investment M...

PricePrice
$20.090
Owned Owned
No

TOP PICK
Arc Resources Ltd(ARX-T) 

October 26, 2011

Dividends! 4.6% In a volatile market like we have now they have 10% production growth and stable dividends. They have a hedges in place that protect the price over the next couple of years. 18% total return projected.
oil/gas
Dividends! 4.6% In a volatile market like we have now they have 10% production growth and stable dividends. They have a hedges in place that protect the price over the next couple of years. 18% total return projected.
oil/gas
Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Manage...

PricePrice
$24.750
Owned Owned
Yes

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

August 22, 2012

(A Top Pick Oct 26/11. Down 2.04%.) Because of the weakness in natural gas in the 1st quarter he got out of the stock in his portfolio but his firm still has some. Company just announced a big financing to help shore up the balance sheet just as he had expected.

oil/gas

(A Top Pick Oct 26/11. Down 2.04%.) Because of the weakness in natural gas in the 1st quarter he got out of the stock in his portfolio but his firm still has some. Company just announced a big financing to help shore up the balance sheet just as he had expected.

oil/gas
Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Manage...

PricePrice
$23.430
Owned Owned
Yes

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

October 31, 2012

(A Top Pick Oct 26/11. Up 4.2%.) Sold this stock during the weakness of natural gas prices. Would look at this name in the lower $20’s.

oil/gas

(A Top Pick Oct 26/11. Up 4.2%.) Sold this stock during the weakness of natural gas prices. Would look at this name in the lower $20’s.

oil/gas
Steve Carlin

Senior Vice President & Head of Equities, Aegon Capital Manage...

PricePrice
$24.250
Owned Owned
No

BUY
Arc Resources Ltd(ARX-T) 

November 9, 2000

High QualityGood management Prefers this or Penn Growth
oil/gas
High QualityGood management Prefers this or Penn Growth
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$11.000
Owned Owned
Unknown

TOP PICK
Arc Resources Ltd(ARX-T) 

December 6, 2000

Good hedging program
oil/gas
Good hedging program
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$10.950
Owned Owned
Unknown

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

June 19, 2001

(Was a top pick on Jan 10/01 up 25.6%)
oil/gas
(Was a top pick on Jan 10/01 up 25.6%)
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$12.990
Owned Owned
Unknown

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

August 13, 2001

(Was a top pick on Jan 10/01 up 11.7%) Total return = 26%. Forecasting a yield just under 20%. Hold for 5 years.
oil/gas
(Was a top pick on Jan 10/01 up 11.7%) Total return = 26%. Forecasting a yield just under 20%. Hold for 5 years.
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$12.330
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

October 2, 2001

Very strong mngmnt.
oil/gas
Very strong mngmnt.
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$11.190
Owned Owned
Unknown

DON'T BUY
Arc Resources Ltd(ARX-T) 

January 29, 2002

Well run company. Too expensive. Buy in low $11's.
oil/gas
Well run company. Too expensive. Buy in low $11's.
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$12.080
Owned Owned
Unknown

BUY
Good management and asset base. A little expensive, but a good portfolio holding.
oil/gas
Good management and asset base. A little expensive, but a good portfolio holding.
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$12.540
Owned Owned
Unknown

DON'T BUY
Arc Resources Ltd(ARX-T) 

January 23, 2003

Well managed. Oil prices could drop. Buy on a dip in the spring.
oil/gas
Well managed. Oil prices could drop. Buy on a dip in the spring.
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$12.280
Owned Owned
Unknown

HOLD
Arc Resources Ltd(ARX-T) 

March 4, 2005

Highest quality oil income trust. Keep for long term or take short dividends.
oil/gas
Highest quality oil income trust. Keep for long term or take short dividends.
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$19.110
Owned Owned
Yes

BUY
Has a lot of respect for management. Good acquirerers and developers. Comfortable owning this one through the cycles.
oil/gas
Has a lot of respect for management. Good acquirerers and developers. Comfortable owning this one through the cycles.
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$17.850
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

April 13, 2007

Amongst the best of the energy trusts. Great management team.
oil/gas
Amongst the best of the energy trusts. Great management team.
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$21.300
Owned Owned
Yes

HOLD
Arc Resources Ltd(ARX-T) 

August 13, 2007

Great company that pays a double-digit yield of 12%. One of the finest developers of oil/gas properties.
oil/gas
Great company that pays a double-digit yield of 12%. One of the finest developers of oil/gas properties.
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$20.100
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

August 15, 2008

Have a very good position in the hot gas play in the Montne. Just pulled the best well recorded in that area. Top tier management.
oil/gas
Have a very good position in the hot gas play in the Montne. Just pulled the best well recorded in that area. Top tier management.
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$28.810
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

October 24, 2008

(Market Call Minute.) Has the gas exposure and is a really well run company.
oil/gas
(Market Call Minute.) Has the gas exposure and is a really well run company.
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$16.200
Owned Owned
Unknown

TOP PICK
Arc Resources Ltd(ARX-T) 

February 24, 2009

Has consistently maintained or grown reserves and production per unit while maintaining a sustainable distribution ratio. Have a Montney play in Dawson that has a big resource.
oil/gas
Has consistently maintained or grown reserves and production per unit while maintaining a sustainable distribution ratio. Have a Montney play in Dawson that has a big resource.
oil/gas
Sandy McIntyre

Vice-Chairman and CIO, Sentry Select Capita...

PricePrice
$13.380
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

March 11, 2013

Solid dividend yield, mostly Nat Gas assets.  He would not have a problem owning it. 

oil/gas

Solid dividend yield, mostly Nat Gas assets.  He would not have a problem owning it. 

oil/gas
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Asso...

PricePrice
$26.970
Owned Owned
No

WAIT
Arc Resources Ltd(ARX-T) 

October 2, 2008

12 years life is not a lot of time. In a couple of years it will become a straight energy company. Wait when it gets beaten up because of converting to a corp.
oil/gas
12 years life is not a lot of time. In a couple of years it will become a straight energy company. Wait when it gets beaten up because of converting to a corp.
oil/gas
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$20.300
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

June 19, 2008

10% distribution. Quite a bit above its 200-day moving average.
oil/gas
10% distribution. Quite a bit above its 200-day moving average.
oil/gas
Ron Meisels

President, P & C Holdings...

PricePrice
$31.560
Owned Owned
Unknown

COMMENT
Arc Resources Ltd(ARX-T) 

April 23, 2012

Chart shows it has a major downtrend. If you own, on any kind of a minor rally, sell and move onto something else.
oil/gas
Chart shows it has a major downtrend. If you own, on any kind of a minor rally, sell and move onto something else.
oil/gas
Ron Meisels

President, P & C Holdings...

PricePrice
$18.870
Owned Owned
Unknown

COMMENT
Arc Resources Ltd(ARX-T) 

October 27, 2006

Regarded as one of the highest-quality trusts. Very well run. Good trust for more conservative investors. Yields 8.2%. Low payout ratio. For the more aggressive investor, this could be a good time to rotate into something with a bit more upside.
oil/gas
Regarded as one of the highest-quality trusts. Very well run. Good trust for more conservative investors. Yields 8.2%. Low payout ratio. For the more aggressive investor, this could be a good time to rotate into something with a bit more upside.
oil/gas
Robert Toole

Managing Director, Creststreet Asset Ma...

PricePrice
$28.690
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

June 11, 2001

One of thebest run trusts. Not expensive. Long term.
oil/gas
One of thebest run trusts. Not expensive. Long term.
oil/gas
Robert Lyon

Senior. Vice President & Portfolio Manager, AGF Funds Inc....

PricePrice
$12.500
Owned Owned
Unknown

BUY
A good trust for a long time hold. Good price. One of the better run oil companies in Canada, bar none. Long reserve life.
oil/gas
A good trust for a long time hold. Good price. One of the better run oil companies in Canada, bar none. Long reserve life.
oil/gas
Robert Lyon

Senior. Vice President & Portfolio Manager, AGF Funds Inc....

PricePrice
$17.600
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

April 8, 2005

Long term positive on light/sweet oil such as this one, Crescent Point (CPG.UN-T) and Enerplus (ERF.UN-T).
oil/gas
Long term positive on light/sweet oil such as this one, Crescent Point (CPG.UN-T) and Enerplus (ERF.UN-T).
oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$18.120
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

March 24, 2006

Very positive on this trust. Feels that gas/oil will remain high. Good entry point.
oil/gas
Very positive on this trust. Feels that gas/oil will remain high. Good entry point.
oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$27.230
Owned Owned
Yes

BUY on WEAKNESS
Arc Resources Ltd(ARX-T) 

October 20, 2006

One of his favourites. Great management. About 50% oil and 50% gas. Very tied to the commodity. $25-$26 range is a fantastic price.
oil/gas
One of his favourites. Great management. About 50% oil and 50% gas. Very tied to the commodity. $25-$26 range is a fantastic price.
oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$28.240
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

October 29, 2008

Balanced oil and gas. Some nice land positions in BC in the Montney. Top tier management team. The risk you run it as a short-term small distribution cut but suspects it will still yield between 12% and 14%.
oil/gas
Balanced oil and gas. Some nice land positions in BC in the Montney. Top tier management team. The risk you run it as a short-term small distribution cut but suspects it will still yield between 12% and 14%.
oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$16.300
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

September 12, 2011

He sees good value if you buy it in low $20s. 10-12% growth. You can sleep at night owning this.
oil/gas
He sees good value if you buy it in low $20s. 10-12% growth. You can sleep at night owning this.
oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$21.940
Owned Owned
Unknown

HOLD
Arc Resources Ltd(ARX-T) 

April 8, 2015

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

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 ...

PricePrice
$22.230
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

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

November 1, 2016

(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

(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 ...

PricePrice
$23.000
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

October 31, 2017

This is known as a gas stock, but is fairly balanced with 60% gas and 40% oil. They have a great play in British Columbia, one of the higher-quality gas formations. Good management. You've seen a $10 pull back in the share price, similar to other gas stocks. Pays a nice dividend. It will have its time again. You just have to wait for colder weather and the supply/demand balance.

oil/gas

This is known as a gas stock, but is fairly balanced with 60% gas and 40% oil. They have a great play in British Columbia, one of the higher-quality gas formations. Good management. You've seen a $10 pull back in the share price, similar to other gas stocks. Pays a nice dividend. It will have its time again. You just have to wait for colder weather and the supply/demand balance.

oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$15.730
Owned Owned
Unknown

HOLD
Arc Resources Ltd(ARX-T) 

August 18, 2006

The trusts that are more exposed to gas have had a look that the problem with regards to their cash flows. Expect that Arc will be able to hold its distribution.
oil/gas
The trusts that are more exposed to gas have had a look that the problem with regards to their cash flows. Expect that Arc will be able to hold its distribution.
oil/gas
Robert Floyd

President, R A Floyd Management...

PricePrice
$29.030
Owned Owned
Unknown

HOLD
Arc Resources Ltd(ARX-T) 

September 20, 2006

Likes this stock. Has pulled back with the energy prices.
oil/gas
Likes this stock. Has pulled back with the energy prices.
oil/gas
Robert Floyd

President, R A Floyd Management...

PricePrice
$25.250
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

November 13, 2006

A well run trust. A lot of the trusts have been oversold.
oil/gas
A well run trust. A lot of the trusts have been oversold.
oil/gas
Robert Floyd

President, R A Floyd Management...

PricePrice
$20.110
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

December 1, 2006

Likes this one. For a unit trust, it’s probably a decent place to be.
oil/gas
Likes this one. For a unit trust, it’s probably a decent place to be.
oil/gas
Robert Floyd

President, R A Floyd Management...

PricePrice
$22.490
Owned Owned
Unknown

HOLD
Arc Resources Ltd(ARX-T) 

January 19, 2007

Has fallen as a result of lower commodity prices. Very well run income trust. Good management.
oil/gas
Has fallen as a result of lower commodity prices. Very well run income trust. Good management.
oil/gas
Robert Floyd

President, R A Floyd Management...

PricePrice
$20.820
Owned Owned
No

TOP PICK
Arc Resources Ltd(ARX-T) 

November 26, 2008

Likes to get paid while he waits for the energy sector to recover. Excellent management team. Very steady with distributions. Reserve life indexes have held on extremely well.
oil/gas
Likes to get paid while he waits for the energy sector to recover. Excellent management team. Very steady with distributions. Reserve life indexes have held on extremely well.
oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$19.940
Owned Owned
Yes

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

February 20, 2009

(A Top Pick Nov 26/08. Down 28.2%.) Had previously cut distributions so thought it would be okay but the day after the recommendation, they cut it again. Very close to being stopped out. If oil holds, you have a great distribution.
oil/gas
(A Top Pick Nov 26/08. Down 28.2%.) Had previously cut distributions so thought it would be okay but the day after the recommendation, they cut it again. Very close to being stopped out. If oil holds, you have a great distribution.
oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$13.630
Owned Owned
Yes

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

April 3, 2009

(A Top Pick Nov 26/08. Down 24.3%.) Only reason he didn't get stopped is because crude went from $35 to the low $40’s so with underlying crude position improving he expects it may come back a little.
oil/gas
(A Top Pick Nov 26/08. Down 24.3%.) Only reason he didn't get stopped is because crude went from $35 to the low $40’s so with underlying crude position improving he expects it may come back a little.
oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$14.430
Owned Owned
Yes

PAST TOP PICK
(A Top Pick Nov 26/08. Down 13.71%.) A little more than 50% oil but a big natural gas component to it. Natural gas is really hurting. Had fully expected gas to be around $5-$6. If you own continue to Hold.
oil/gas
(A Top Pick Nov 26/08. Down 13.71%.) A little more than 50% oil but a big natural gas component to it. Natural gas is really hurting. Had fully expected gas to be around $5-$6. If you own continue to Hold.
oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$16.940
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

July 10, 2009

Like so many of the trusts, has been disappointing in the last little while. Royalty trusts should be okay going forward on their yields because of their “loss carried forward”, which should shelter the dividends. If they have more than 50% gas, they will be under pressure from low gas prices.
oil/gas
Like so many of the trusts, has been disappointing in the last little while. Royalty trusts should be okay going forward on their yields because of their “loss carried forward”, which should shelter the dividends. If they have more than 50% gas, they will be under pressure from low gas prices.
oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$15.900
Owned Owned
Yes

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

August 27, 2009

(A Top Pick Nov 26/08. Down 7.28%.) Has more oil than gas but gas is what pulled it down. Well managed. Distribution should be safe.
oil/gas
(A Top Pick Nov 26/08. Down 7.28%.) Has more oil than gas but gas is what pulled it down. Well managed. Distribution should be safe.
oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$17.630
Owned Owned
Yes

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

November 12, 2009

(A Top Pick Nov 26/08. Up 0.53% plus distributions.)
oil/gas
(A Top Pick Nov 26/08. Up 0.53% plus distributions.)
oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$21.000
Owned Owned
Yes

HOLD
Arc Resources Ltd(ARX-T) 

December 10, 2009

A great trust. Claim they can keep their distribution going as they have a lot of tax loss carry forward they can use. They can make money on their new Montney gas play in northern BC.
oil/gas
A great trust. Claim they can keep their distribution going as they have a lot of tax loss carry forward they can use. They can make money on their new Montney gas play in northern BC.
oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$19.570
Owned Owned
Yes

TOP PICK
Stock has gone sideways for a long time but very well run. Gas play in the Montney and he is positive on gas for the long-term. Accumulate these while they are cheap.
oil/gas
Stock has gone sideways for a long time but very well run. Gas play in the Montney and he is positive on gas for the long-term. Accumulate these while they are cheap.
oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$19.990
Owned Owned
Yes

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

June 30, 2011

(A Top Pick July 2/10. Up 30.91%.) This gives you yield and has great reserve growth and good management. Trimmed at about $27 but will add back at about $24.
oil/gas
(A Top Pick July 2/10. Up 30.91%.) This gives you yield and has great reserve growth and good management. Trimmed at about $27 but will add back at about $24.
oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$25.010
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

April 16, 2014

Really likes this. When we get pipe to the West Coast and they start taking Montne gas out, this is going to be a beneficiary. Has a great yield.

oil/gas

Really likes this. When we get pipe to the West Coast and they start taking Montne gas out, this is going to be a beneficiary. Has a great yield.

oil/gas
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$32.420
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

BUY
Arc Resources Ltd(ARX-T) 

February 18, 2002

Expects energy prices to rise. A good distribution.
oil/gas
Expects energy prices to rise. A good distribution.
oil/gas
Richard Stone

President, Stone Funds...

PricePrice
$11.590
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

April 21, 2003

Caller asked for his favourite oil/gas trust. Four given were Acclaim, Vermillion, Arc Energy and Shining Bank.
oil/gas
Caller asked for his favourite oil/gas trust. Four given were Acclaim, Vermillion, Arc Energy and Shining Bank.
oil/gas
Richard Stone

President, Stone Funds...

PricePrice
$11.750
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

December 9, 2005

Great assets. Has performed phenomenally well. High quality management. A little rich if you’re a short-term holder, but if you are a long-term holder, this is one you almost have to own.
oil/gas
Great assets. Has performed phenomenally well. High quality management. A little rich if you’re a short-term holder, but if you are a long-term holder, this is one you almost have to own.
oil/gas
Ravi Sood

President and Chief Operating Officer, Lawrence Asset Manag...

PricePrice
$26.740
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

November 17, 2006

Stellar management team. Great assets with long reserve life. Good long-term holding in the oil/gas space. Probably won't participate in any near-term rally.
oil/gas
Stellar management team. Great assets with long reserve life. Good long-term holding in the oil/gas space. Probably won't participate in any near-term rally.
oil/gas
Ravi Sood

President and Chief Operating Officer, Lawrence Asset Manag...

PricePrice
$20.700
Owned Owned
Yes

DON'T BUY
Arc Resources Ltd(ARX-T) 

October 29, 2002

Not a fan of oil and gas at this time.
oil/gas
Not a fan of oil and gas at this time.
oil/gas
Pierre Bernard

Vice President of Canadian Equities, Industrial Alliance ...

PricePrice
$12.080
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

April 10, 2014

Positive.  Momentum is strong.  These names are going to go higher although not as fast as over the last couple of months.  There is a chance they could increase the dividend in the future.

oil/gas

Positive.  Momentum is strong.  These names are going to go higher although not as fast as over the last couple of months.  There is a chance they could increase the dividend in the future.

oil/gas
Philippe Capelle

VP, Equities, Standard Life Invest...

PricePrice
$31.460
Owned Owned
Unknown

DON'T BUY
Arc Resources Ltd(ARX-T) 

August 18, 2006

Has taken a 7/8% hit in the last 10 days. Expects this is due to profit deterioration. This is an especially serious matter for trusts. The most important determinant of the performance of trusts is profit growth. When profit growth falters, there is a real risk of distribution cuts.
oil/gas
Has taken a 7/8% hit in the last 10 days. Expects this is due to profit deterioration. This is an especially serious matter for trusts. The most important determinant of the performance of trusts is profit growth. When profit growth falters, there is a real risk of distribution cuts.
oil/gas
Peter Gibson

Vice Chairman, Desjardins Securitie...

PricePrice
$29.030
Owned Owned
No

BUY
Arc Resources Ltd(ARX-T) 

August 29, 2008

Some pretty good underlying fundamentals in terms of operating characteristics and profit growth. 11.2% yield.
oil/gas
Some pretty good underlying fundamentals in terms of operating characteristics and profit growth. 11.2% yield.
oil/gas
Peter Gibson

Vice Chairman, Desjardins Securitie...

PricePrice
$30.210
Owned Owned
Unknown

HOLD
Arc Resources Ltd(ARX-T) 

July 31, 2002

Positive management changes.
oil/gas
Positive management changes.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$12.400
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

April 10, 2003

Well balanced between oil and gas. Great reserve life.
oil/gas
Well balanced between oil and gas. Great reserve life.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$11.550
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

April 23, 2003

A top rate company. Very well run. Good management. Even split between oil and gas.
oil/gas
A top rate company. Very well run. Good management. Even split between oil and gas.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$11.700
Owned Owned
Unknown

WEAK BUY
12.2 years of reserve life. Good for the more conservative investor. Prefers Focus, Advantage, Acclaim and Shining Bank.
oil/gas
12.2 years of reserve life. Good for the more conservative investor. Prefers Focus, Advantage, Acclaim and Shining Bank.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$12.300
Owned Owned
Unknown

HOLD
Arc Resources Ltd(ARX-T) 

August 27, 2003

Distributions are estimated to stay the same next year.Gas oriented.Good reserve life.An alternative could be Peyto Energy Trust.
oil/gas
Distributions are estimated to stay the same next year.Gas oriented.Good reserve life.An alternative could be Peyto Energy Trust.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$13.530
Owned Owned
Unknown

HOLD
Arc Resources Ltd(ARX-T) 

October 8, 2003

Analysts are predicting only a slight decline.
oil/gas
Analysts are predicting only a slight decline.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$13.610
Owned Owned
Unknown

HOLD
Arc Resources Ltd(ARX-T) 

November 12, 2003

A favorite. Feels that distributions will remain steady.
oil/gas
A favorite. Feels that distributions will remain steady.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$13.380
Owned Owned
Yes

HOLD
Arc Resources Ltd(ARX-T) 

November 25, 2003

Should have a 3% production increase per unit next year. Not the best yield but certainly a consistent grower, terrific balance sheet and good balance between oil and gas.
oil/gas
Should have a 3% production increase per unit next year. Not the best yield but certainly a consistent grower, terrific balance sheet and good balance between oil and gas.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$13.480
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

July 20, 2004

A good entry point.
oil/gas
A good entry point.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$15.840
Owned Owned
Yes

VAGUE
Arc Resources Ltd(ARX-T) 

September 2, 2004

Yield is only about 11%. One of the longest reserved life in the business.
oil/gas
Yield is only about 11%. One of the longest reserved life in the business.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$16.050
Owned Owned
No

HOLD
Arc Resources Ltd(ARX-T) 

September 29, 2004

oil/gas
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$16.890
Owned Owned
No

HOLD
Arc Resources Ltd(ARX-T) 

October 28, 2004

If he is right about oil coming down to the $30/40 range, the price of units will drop. A great company for a long term hold, but prefers Peyto, Focus and Shining Bank.
oil/gas
If he is right about oil coming down to the $30/40 range, the price of units will drop. A great company for a long term hold, but prefers Peyto, Focus and Shining Bank.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$16.240
Owned Owned
No

BUY
Arc Resources Ltd(ARX-T) 

November 15, 2005

A premier name. Doesn't own because he prefers trusts with a higher gas content.
oil/gas
A premier name. Doesn't own because he prefers trusts with a higher gas content.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$22.510
Owned Owned
No

BUY
Arc Resources Ltd(ARX-T) 

August 9, 2006

If you are taking a balanced approach to trust exposure in oil and natural gas, this is a terrific investment. Yield is lower than what he would like.
oil/gas
If you are taking a balanced approach to trust exposure in oil and natural gas, this is a terrific investment. Yield is lower than what he would like.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$30.500
Owned Owned
No

HOLD
Arc Resources Ltd(ARX-T) 

January 15, 2007

Crème de la crème. Management, based on past performance, is smart enough to figure out what to do in terms of reconverting into more of an exploration vehicle versus a production vehicle. Good long-term. Expensive.
oil/gas
Crème de la crème. Management, based on past performance, is smart enough to figure out what to do in terms of reconverting into more of an exploration vehicle versus a production vehicle. Good long-term. Expensive.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$20.720
Owned Owned
No

BUY
Arc Resources Ltd(ARX-T) 

February 2, 2007

The crème de la crème in income trusts. Going forward, they will be an aggressive acquirer of other trusts.
oil/gas
The crème de la crème in income trusts. Going forward, they will be an aggressive acquirer of other trusts.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$22.920
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

February 19, 2007

In an excellent position to increase their size given the new rules. A great company and one of the best ones in this space.
oil/gas
In an excellent position to increase their size given the new rules. A great company and one of the best ones in this space.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$22.100
Owned Owned
No

COMMENT
Arc Resources Ltd(ARX-T) 

July 19, 2007

Have a market cap of $6 billion, which will allow them to expand their equity-base without violating the government’s rules on trusts. One that he would consider owning.
oil/gas
Have a market cap of $6 billion, which will allow them to expand their equity-base without violating the government’s rules on trusts. One that he would consider owning.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$22.600
Owned Owned
No

BUY
Arc Resources Ltd(ARX-T) 

August 14, 2007

Price to cash flow is very favourable relative to others. Also, price to NAV is favourable.
oil/gas
Price to cash flow is very favourable relative to others. Also, price to NAV is favourable.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$19.980
Owned Owned
Unknown

HOLD
Arc Resources Ltd(ARX-T) 

January 11, 2008

(Market Call Minute.) This is a long-term hold.
oil/gas
(Market Call Minute.) This is a long-term hold.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$21.000
Owned Owned
Unknown

BUY
(Market Call Minute.)
oil/gas
(Market Call Minute.)
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$29.500
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

March 31, 2009

No question that you will see a decline in distributions in all energy trusts. In this one, he is looking for a 40% reduction. This company and management are one of the finest mid cap oil companies in this country. Great long-term Buy.
oil/gas
No question that you will see a decline in distributions in all energy trusts. In this one, he is looking for a 40% reduction. This company and management are one of the finest mid cap oil companies in this country. Great long-term Buy.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$14.150
Owned Owned
No

TOP PICK
Arc Resources Ltd(ARX-T) 

August 5, 2009

Likes oil/gas and this one is 50/50. Management is top rate. Mid-tier producer at 60,000 barrels a day. Enterprise value per flowing BOE per day is around 84,000. Yield of about 6.58%.
oil/gas
Likes oil/gas and this one is 50/50. Management is top rate. Mid-tier producer at 60,000 barrels a day. Enterprise value per flowing BOE per day is around 84,000. Yield of about 6.58%.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$17.630
Owned Owned
No

BUY
Arc Resources Ltd(ARX-T) 

September 10, 2009

One of his favourites. Pretty well balanced between oil and natural gas. Good management. On his watch list. 6.7% yield.
oil/gas
One of his favourites. Pretty well balanced between oil and natural gas. Good management. On his watch list. 6.7% yield.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$17.900
Owned Owned
No

BUY
Arc Resources Ltd(ARX-T) 

December 14, 2009

On his potential buy list. They acquired some assets and are doing an issue to pay for them. Doesn’t know if there is dilution, but thinks not. Risks are major spike in interest rates, pickup in inflation or further decline in US$. Deficit spending in US is bothering him.
oil/gas
On his potential buy list. They acquired some assets and are doing an issue to pay for them. Doesn’t know if there is dilution, but thinks not. Risks are major spike in interest rates, pickup in inflation or further decline in US$. Deficit spending in US is bothering him.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$19.970
Owned Owned
No

BUY
Arc Resources Ltd(ARX-T) 

February 17, 2010

Going to Buy it. His entry was to be $21.50 or better. This is a good entry point and you can hold it for some time.
oil/gas
Going to Buy it. His entry was to be $21.50 or better. This is a good entry point and you can hold it for some time.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$21.920
Owned Owned
No

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

August 12, 2010

(A Top Pick Aug 5/09. Up 16%.) Still likes but would hold off before adding to it.
oil/gas
(A Top Pick Aug 5/09. Up 16%.) Still likes but would hold off before adding to it.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$19.160
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

January 25, 2012

Would nibble away at this stock at these levels. Dividend is safe. If gas went to $1.50, they would cut capital spending. They would take money from DRIP programs and they would sell extraneous land, so the dividend is safe.
oil/gas
Would nibble away at this stock at these levels. Dividend is safe. If gas went to $1.50, they would cut capital spending. They would take money from DRIP programs and they would sell extraneous land, so the dividend is safe.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$24.060
Owned Owned
Yes

TOP PICK
Arc Resources Ltd(ARX-T) 

February 29, 2012

40% oils and liquids and 60% natural gas. 75%+ of revenues come from oil. Have a terrific position in Alberta in the Montne. Very astute about what they're doing with new properties. Shedding old properties that are marginal. Yield of about 4.7%. Great, long term buy.
oil/gas
40% oils and liquids and 60% natural gas. 75%+ of revenues come from oil. Have a terrific position in Alberta in the Montne. Very astute about what they're doing with new properties. Shedding old properties that are marginal. Yield of about 4.7%. Great, long term buy.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$25.550
Owned Owned
Yes

HOLD
Arc Resources Ltd(ARX-T) 

April 25, 2012

This is one of his favourites. Because it is about 60% natural gas, its price reflects natural gas pricing. 50% of its oil reserves and 50% of its natural gas production has been hedged for this year and starting to make inroads for hedging for next year. Feels the distribution is going to be sacrosanct.
oil/gas
This is one of his favourites. Because it is about 60% natural gas, its price reflects natural gas pricing. 50% of its oil reserves and 50% of its natural gas production has been hedged for this year and starting to make inroads for hedging for next year. Feels the distribution is going to be sacrosanct.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$19.470
Owned Owned
Yes

BUY on WEAKNESS
Arc Resources Ltd(ARX-T) 

July 24, 2012

This is one of his favourites. Feels that natural gas is going to recover. With US recovery, there could be a pickup in demand for natural gas. Wait for a pullback.
oil/gas
This is one of his favourites. Feels that natural gas is going to recover. With US recovery, there could be a pickup in demand for natural gas. Wait for a pullback.
oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$23.290
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

September 24, 2012

Likes it because it is a great window on natural gas. Good yield at 5%. Feels the dividend is totally safe even if natural gas prices and oil collapse. (See Top Picks.)

oil/gas

Likes it because it is a great window on natural gas. Good yield at 5%. Feels the dividend is totally safe even if natural gas prices and oil collapse. (See Top Picks.)

oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$23.880
Owned Owned
Yes

PAST TOP PICK
Arc Resources Ltd(ARX-T) 

February 25, 2013

(A Top Pick Feb 29/12. Up 4.66%.) This is doing most everything right. They are hedging, acquiring lands. Great long-term prospect.

oil/gas

(A Top Pick Feb 29/12. Up 4.66%.) This is doing most everything right. They are hedging, acquiring lands. Great long-term prospect.

oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$25.500
Owned Owned
Yes

HOLD
Arc Resources Ltd(ARX-T) 

September 22, 2014

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

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 Capi...

PricePrice
$29.700
Owned Owned
Yes

HOLD
Arc Resources Ltd(ARX-T) 

June 22, 2015

One of his favourites in the Natural gas area.  Energy has been beaten up.  There is a potential additional supply from Iran that has to come to market at some point.  If the G7 does a deal with Iran, which he thinks will not happen, it could lead to a million barrels of supply in a year.  He decided to stand back and watch and wait.  It’s far too late to sell.  He would continue to watch it and hold it, but don’t buy at this time.  5.5% yield.

oil/gas

One of his favourites in the Natural gas area.  Energy has been beaten up.  There is a potential additional supply from Iran that has to come to market at some point.  If the G7 does a deal with Iran, which he thinks will not happen, it could lead to a million barrels of supply in a year.  He decided to stand back and watch and wait.  It’s far too late to sell.  He would continue to watch it and hold it, but don’t buy at this time.  5.5% yield.

oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$21.900
Owned Owned
Yes

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

TOP PICK
Arc Resources Ltd(ARX-T) 

December 19, 2016

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

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 Capi...

PricePrice
$23.280
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

April 24, 2017

A great, long term story, although the chart looks awful. It has a good yield and it is extremely well-managed.

oil/gas

A great, long term story, although the chart looks awful. It has a good yield and it is extremely well-managed.

oil/gas
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$18.110
Owned Owned
Yes

COMMENT
Arc Resources Ltd(ARX-T) 

November 21, 2007

(Market Call Minute) A tough one. You may want to hold, but be aware of cuts in distributions in the natural gas group.
oil/gas
(Market Call Minute) A tough one. You may want to hold, but be aware of cuts in distributions in the natural gas group.
oil/gas
Paul Thornton

President, Investor Boot Camp O...

PricePrice
$19.100
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

August 19, 2005

One of his favourites in terms of the quality and sustainability of their distribution. Has one of the largest diversified assets bases among its peers. Long life. Conservative balance sheet. Almost debt free.
oil/gas
One of his favourites in terms of the quality and sustainability of their distribution. Has one of the largest diversified assets bases among its peers. Long life. Conservative balance sheet. Almost debt free.
oil/gas
Patrick Kim

Vice President and Portfolio Manager, KBSH Capital Managem...

PricePrice
$21.700
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

November 4, 2005

Should be a core holding for royalty trust investors. Have some of the most conservative policies when it comes to reserve life index. Conservative payout.
oil/gas
Should be a core holding for royalty trust investors. Have some of the most conservative policies when it comes to reserve life index. Conservative payout.
oil/gas
Patrick Kim

Vice President and Portfolio Manager, KBSH Capital Managem...

PricePrice
$22.750
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

January 13, 2006

Has always been a benchmark type of name. Investors have been very comfortable with it. Very large. Long history and big reserves. Has good quality assets and a good track record.
oil/gas
Has always been a benchmark type of name. Investors have been very comfortable with it. Very large. Long history and big reserves. Has good quality assets and a good track record.
oil/gas
Patrick Kim

Vice President and Portfolio Manager, KBSH Capital Managem...

PricePrice
$25.930
Owned Owned
Unknown

HOLD
Arc Resources Ltd(ARX-T) 

August 4, 2006

Valuation is at a slight premium to their peers, which is well deserved, based on their numbers. Their operating costs continue to go down. A good balance between oil and gas.
oil/gas
Valuation is at a slight premium to their peers, which is well deserved, based on their numbers. Their operating costs continue to go down. A good balance between oil and gas.
oil/gas
Patrick Kim

Vice President and Portfolio Manager, KBSH Capital Managem...

PricePrice
$30.020
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

January 26, 2007

Has been one of the low performers in the royalty income trust space. As one of the highest quality asset bases out there. Very diversified. Great management team.
oil/gas
Has been one of the low performers in the royalty income trust space. As one of the highest quality asset bases out there. Very diversified. Great management team.
oil/gas
Patrick Kim

Vice President and Portfolio Manager, KBSH Capital Managem...

PricePrice
$22.060
Owned Owned
Yes

BUY
Arc Resources Ltd(ARX-T) 

February 22, 2007

One of the best-run royalty trusts. Very high quality and long-term life assets. Distributions are at a relatively sustainable level. Should be a core holding as it will outperform the majority.
oil/gas
One of the best-run royalty trusts. Very high quality and long-term life assets. Distributions are at a relatively sustainable level. Should be a core holding as it will outperform the majority.
oil/gas
Patrick Kim

Vice President and Portfolio Manager, KBSH Capital Managem...

PricePrice
$22.220
Owned Owned
Yes

BUY
Excellent entry point. One of the top trusts when looking at the underlying portfolio. Roughly 50%-50% oil/gas. Fantastic management record.
oil/gas
Excellent entry point. One of the top trusts when looking at the underlying portfolio. Roughly 50%-50% oil/gas. Fantastic management record.
oil/gas
Patrick Kim

Vice President and Portfolio Manager, KBSH Capital Managem...

PricePrice
$22.170
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

September 21, 2007

A great long-term core holding. When you're looking for energy exposure, this will be one of the long-term stable names. Have a fantastic asset base. One of the few that have been lowering their costs of operations.
oil/gas
A great long-term core holding. When you're looking for energy exposure, this will be one of the long-term stable names. Have a fantastic asset base. One of the few that have been lowering their costs of operations.
oil/gas
Patrick Kim

Vice President and Portfolio Manager, KBSH Capital Managem...

PricePrice
$20.310
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

December 3, 2007

Historically has been a good trust because of quality of management and assets. The high Cdn$ and the new Alberta royalty regime has hurt. It is a winner. Great buying opportunity for a 3 to 5 year horizon.
oil/gas
Historically has been a good trust because of quality of management and assets. The high Cdn$ and the new Alberta royalty regime has hurt. It is a winner. Great buying opportunity for a 3 to 5 year horizon.
oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$18.900
Owned Owned
Unknown

BUY
Arc Resources Ltd(ARX-T) 

January 7, 2008

(Market Call Minute.) One of the best energy trusts out there.
oil/gas
(Market Call Minute.) One of the best energy trusts out there.
oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$20.500
Owned Owned
Unknown

HOLD
Arc Resources Ltd(ARX-T) 

February 11, 2008

Probably one of the best energy income trusts out there.
oil/gas
Probably one of the best energy income trusts out there.
oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$22.840
Owned Owned
No

BUY on WEAKNESS
Arc Resources Ltd(ARX-T) 

November 2, 2012

Natural gas. Very much hopes it goes up and he thinks it will. This company is on his list if it starts to look better. Would like to see the stock off $2-$3, which would be a good entry point.

oil/gas

Natural gas. Very much hopes it goes up and he thinks it will. This company is on his list if it starts to look better. Would like to see the stock off $2-$3, which would be a good entry point.

oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$24.220
Owned Owned
No

WAIT
Arc Resources Ltd(ARX-T) 

April 17, 2015

One of the 2 energy stocks that he does own. A mixture of oil and gas. Exceedingly well-run company with very good properties. He would hold off buying because he thinks the price of oil is going back down again and gas has stayed down.

oil/gas

One of the 2 energy stocks that he does own. A mixture of oil and gas. Exceedingly well-run company with very good properties. He would hold off buying because he thinks the price of oil is going back down again and gas has stayed down.

oil/gas
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$25.000
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

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