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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: $17.0000 on 2017-06-23

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Date Signal Expert Opinion Price
2015-06-22 HOLD Peter Brieger

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.


Price:
$21.900
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-12 TOP PICK Swanzy Quarshie

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%.


Price:
$22.110
Subject:
OIL & GAS
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-06-08 TOP PICK Michael Sprung

An investment in energy for people that are looking for places to initiate positions in the energy sector. Extremely well-managed. About 60% weighted to natural gas. Has a really good balance sheet. Yield of 5.51%, which is fairly well covered by earnings, and more than covered by cash flow.


Price:
$21.760
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-12 WATCH Christine Poole

The stocks all had a bit of a rally when energy prices improved. This company came out very early with an equity issue to strengthen their balance sheet, because they wanted to be in a position to acquire some distressed assets. They did not cut their dividend like a lot of the companies did. Well-managed company. She hasn’t been adding to her energy exposure yet as there might be a pullback in crude. If it happens, then stocks might pull back a little bit more. She is waiting for another bit of a pullback before she buys anymore.


Price:
$23.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-17 WAIT Norman Levine

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.


Price:
$25.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-09 SELL Fabrice Taylor

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


Price:
$22.640
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2015-04-08 HOLD Robert Lauzon

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.


Price:
$22.230
Subject:
ENERGY
Bias:
UNKNOWN
Owned:
Unknown
2015-04-02 COMMENT Mason Granger

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.


Price:
$22.560
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2014-12-22 TOP PICK Darren Sissons

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%.


Price:
$25.800
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-12-15 BUY Michael Bowman

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. 


Price:
$23.430
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Unknown
2014-11-20 TOP PICK Darren Sissons

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.


Price:
$29.250
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-10-23 HOLD Greg Newman

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.


Price:
$27.980
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Unknown
2014-10-20 DON'T BUY David Baskin

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.


Price:
$28.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-22 HOLD Peter Brieger

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.


Price:
$29.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-04 COMMENT Douglas Kee

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.


Price:
$30.420
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
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