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Arc Resources Ltd Stock Symbol: ARX-T

Last Price Recorded: $20.0400 on 2017-02-24

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Date Signal Expert Opinion Price
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
2015-12-31 COMMENT Eric Nuttall

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.


Price:
$16.700
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2015-12-14 HOLD Peter Brieger

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.


Price:
$15.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-12-11 COMMENT Jaime Carrasco

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.


Price:
$15.950
Subject:
REITS, RESOURCES & UTILITIES
Bias:
CONTRARIAN
Owned:
No
2015-12-02 PAST TOP PICK Swanzy Quarshie

(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.


Price:
$18.120
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2015-11-27 COMMENT Norman Levine

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%.


Price:
$18.160
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-25 COMMENT Dennis da Silva

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.


Price:
$18.140
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Yes
2015-08-31 COMMENT Rick Stuchberry

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%.


Price:
$19.780
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-06 DON'T BUY David Baskin

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

 


Price:
$19.640
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2015-07-30 TOP PICK Robert Lauzon

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.


Price:
$20.330
Subject:
ENERGY
Bias:
SELECTIVE
Owned:
Yes
Showing 16 to 30 of 483 entries
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