Viewing Company Arc Resources Ltd | StockChase
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Compiling comments that experts make about stocks while on public TV.

Arc Resources Ltd Stock Symbol: ARX-T

Last Price Recorded: $18.8100 on 2017-03-24

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Date Signal Expert Opinion Price
2017-03-23 BUY Eric Nuttall

You can’t fault them as a company.  His problem is that you pay a premium.  If you are very bullish, this is not the one to own, but you can sleep at night with this one.


Price:
$18.600
Subject:
ENERGY
Bias:
BULL on OIL
Owned:
Unknown
2017-03-17 PAST TOP PICK Michael Sprung

(A Top Pick Feb 4/16. Up 7%.) A really well-managed company. Oil and gas exposure. A yield of about 3%. Good balance sheet and well diversified in terms of operations.


Price:
$18.880
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-02-10 TOP PICK Norman Levine

He likes that it is about 72% natural gas, and mostly in the Montney in BC. It recently sold a major piece of its oil operation in Saskatchewan. They are a low-cost producer. Great management. Dividend yield of 2.89%. (Analysts’ price target is $27.00)


Price:
$20.740
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-01 BUY Michael Sprung

He likes this and thinks it is very well positioned. Selling between 7 and 8 times cash flow, which is not too bad. There is potential for it to pay more dividends going forward, particularly if the environment continues to pick up. A very well structured and very well financed company. Fairly good balance sheet within the industry.


Price:
$20.360
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-23 BUY on WEAKNESS Bill Harris, CFA

Gas is constrained (See today's market comment above).  ARX-T never got cheap last year when gas pulled back.  He bought TOU-T and then VET-T.  He would have bought ARX-T, but it just never came off.  It never got creamed.


Price:
$20.430
Subject:
RESOURCE
Bias:
BULLISH on GAS
Owned:
No
2017-01-18 COMMENT Greg Newman

A good name. It is down 10%, because he thinks it is border tax concern. Also, natural gas prices kind of had the stuffing knocked out of them in the first 2 weeks of January. Their balance sheet is really fine. Valuation is a little bit pricey relative to its peers, but it is not an expensive valuation. The dividend is paying you to wait, and is fairly sustainable. He is looking at a $3.30 natural gas price. Thinks you will be fine.


Price:
$20.830
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Unknown
2017-01-11 PARTIAL BUY Christine Poole

67% natural gas liquids, and their properties are in very low cost regions, Northeast BC. Like many other producers, they’ve cut the CapX budgets from a few years ago, and are kind of repositioning where they want to focus. They are increasing their CapX budgets this year. At these price levels, she would start nibbling.


Price:
$21.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-05 COMMENT Douglas Kee

Natural gas and oil. He has watched this over the years. The company has done well along with all the rest of them. Good management.


Price:
$22.790
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2016-12-28 TOP PICK Norman Levine

He likes natural gas better than oil, and this one is largely natural gas. It recently sold its Saskatchewan oil properties, so it is now about 72% natural gas. He likes that most of their natural gases are in BC in the Montney, which is a great area to be in. Low cost producers. Really good management. Dividend yield of 2.6%. (Analysts’ price target is $27.30.)


Price:
$23.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-21 TOP PICK Michael Sprung

He always looks for companies that have strong financial backing. They recently sold some assets in south east Saskatchewan, which even further enhances their balance sheet, and allows them to have more choices in how they deploy capital going forward. Management has always been extremely good in deploying capital. He looks at this as being not only one of the survivors, but one of the benefactors of all the turmoil that has happened in the energy patch. He wouldn’t be surprised to see dividends start to increase again. Dividend yield of 2.62%. (Analysts’ price target is $27.30.)


Price:
$22.910
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-12-19 TOP PICK Peter Brieger

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).


Price:
$23.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2016-11-08 TOP PICK Norman Levine

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%.


Price:
$22.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-01 PAST TOP PICK Robert Lauzon

(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.


Price:
$23.000
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-08-08 COMMENT Lorne Steinberg

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.


Price:
$23.660
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BEARISH on BONDS
Owned:
No
2016-07-12 HOLD Bruce Campbell (1)

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.


Price:
$22.680
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Unknown
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