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Arc Resources Ltd Stock Symbol: ARX-T

Last Price Recorded: $18.4000 on 2017-05-19

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Date Signal Expert Opinion Price
2017-05-16 HOLD Christine Poole

Sell holdings? She actually added a bit to her holdings in December when OPEC 1st announced the production cuts. A very low cost producer and in a very attractive region in the Montney. Have a very strong balance sheet, stronger than its peers. She would not sell this, and is hoping for improved energy prices over the next 6-12 months.


Price:
$18.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-09 COMMENT Lyle Stein

Has been dramatically underweight in the energy space. He started the year with a view that oil was going to be $45-$55 for this year. Bargains are starting to appear. In the oil patch, this is one of those names he would be looking at. It’s liquid and it is well run.


Price:
$17.740
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-05-08 DON'T BUY Don Vialoux

This has been a disappointment. On a seasonal basis, energy stocks like this, particularly the gassy ones, do very well from around the end of January right through until the middle of May. This year, it is just not doing it. Technically it is in a downward trend and underperforming the market. Look for better opportunities elsewhere.


Price:
$18.140
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-04-25 DON'T BUY Brooke Thackray

The fact that the chart has been moving downwards, at the time that natural gas has been going up, is not a good sign. Wait for it to start to show positive absolute performance.


Price:
$18.280
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-04-24 BUY Peter Brieger

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


Price:
$18.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-21 COMMENT Greg Newman

Low cost natural gas producer. Very efficient and very reliable growth. Production has steadily increased every year since 2012. Relative to the group, the valuation is okay. Great balance sheet, which is key in the oil names. A quality name, and probably an opportunity here.


Price:
$18.420
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2017-04-05 COMMENT Dennis da Silva

The grandfather of the Montney play in terms of a very well-run company. A very disciplined management team and a strong balance sheet. The issue is really just gas prices. They have a great growth plan to grow from their 120,000 BOE a day, and have the ability to get their product to market. The biggest risk is really just gas prices.


Price:
$19.090
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Unknown
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
2016-06-02 PAST TOP PICK Michael Sprung

(A Top Pick June 8/15. Up 5.39%.) A company he likes to own within the resource sector. The trick in energy in the last couple of years has been to go with the strong companies with good management, fairly good financials, and that have the prospect of increasing production over time. Their major plays are in good areas. Has a yield of just under 3%.


Price:
$21.740
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-16 TOP PICK Swanzy Quarshie

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%.


Price:
$20.890
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-16 PAST TOP PICK Swanzy Quarshie

(Past Top Pick, June 12, 2015 down 5.52%)  An excellent company. Really good risk management. A great management team. (See Top Picks)


Price:
$20.890
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Yes
2016-04-22 BUY on WEAKNESS Josef Schachter

This is considered one of the best of the operators. Low cost, focused on natural gas with good oil components. Believes the balance sheet is in good shape. If you see this back up by $2-$3, it would be a great buy.


Price:
$21.040
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
Unknown
2016-03-17 COMMENT Mason Granger

Arc Resources (ARX-T) or Altagas (ALA-T)? 2 very different companies. With this, you get both gas and oil exposure with a 60/40 split of gas to oil. He likes this, and thinks it should be a core holding in any energy portfolio. Have some tremendous assets in the Montney with a lot of running room, particularly with Dawson and Attachie. They are spending most of their capital and growing those 2 plays, and easing up on their Saskatchewan Cardium assets. Recently cut the distribution, which he agrees with.


Price:
$19.650
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-02-10 COMMENT Swanzy Quarshie

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.


Price:
$16.600
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Unknown
2016-02-09 COMMENT Christine Poole

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.


Price:
$16.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Michael Sprung

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%.


Price:
$18.290
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
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