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: $21.5300 on 2017-02-17

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Date Signal Expert Opinion Price
2013-11-08 COMMENT Bruce Campbell (1)

Approaching the top of its channel and he can see $31-$32 a year from now, so not much growth from here. This is a gas/oil, mix of 60/40. Decent dividend of around 4%. Prefers this one over Inter-Pipeline (IPL-T).


Price:
$29.670
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-11-07 BUY John Stephenson

A more conservative way to play energy. Fairly equally balanced between oil production and gas production. Have one of the largest land positions in northeast BC, a liquids rich area in the Montne. Likely to get pipeline access in the future for LNG. Ultimately, it could be a takeover or continue to drive earnings growth.


Price:
$29.530
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on BANKS
Owned:
Yes
2013-11-06 HOLD David Burrows

(Market Call Minute.) Prefers some of the US-based higher growth oil/gas companies. This is performing well though.


Price:
$28.730
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-11-04 HOLD Eric Nuttall

(Market Call Minute) Steady eddie 4% yield plus 10% growth.


Price:
$28.300
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2013-10-31 DON'T BUY David Baskin

Not a low-cost producer and there is a surfeit of natural gas, which is increasing. In the event that a LNG terminal is built in BC and provides a new market for all the natural gas that is being produced, that is very positive for companies like this. However, this is probably 5 years before that comes in to realization. In the meantime, finding costs are high and they are having a hard time competing.


Price:
$27.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2013-09-23 DON'T BUY David Cockfield

Has been basically out of gas stocks, except for a small holding in this one. This has one of the best managements in the patch and has done very well. They are also into gas liquids which has helped. From a bottom-line standpoint. Gas is not going to be a good area to operate in for some time. It’s not the companies, just that there is a lot of gas. Until we can ship gas offshore (LNG), the gas industry is going to be facing some problems.


Price:
$25.900
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2013-09-19 TOP PICK Jeff Young

Oil prices did well but gas has not.  Temporary problem in western Canada and that will solve itself over the next couple of months.  High quality name.  Pick away at it when you get your chance.


Price:
$26.180
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Unknown
2013-08-19 TOP PICK Eric Nuttall

Very well regarded management team. Have 10-15 year plus drilling inventory. Stock is down about 12% from recent highs. Yield of 4.68%.


Price:
$25.520
Subject:
OIL & GAS
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2013-08-14 HOLD Michael Giordano

Gas weighted and has been affected by the lower natural gas prices that are realized in Canada. US has enough natural gas that they don’t require as much import from Canada. That, coupled with the tolling that pipelines have been charging, makes it harder to get natural gas out of Canada. As a natural gas company it is a good one to hold onto. Nice 5% yield and generates good cash flows. Have hedged out nat gas prices at well north of $4.


Price:
$25.550
Subject:
RESOURCE
Bias:
BULLISH
Owned:
Unknown
2013-08-12 HOLD David Cockfield

[Caller wanted to switch to Gibson]  Never make decisions on short term performance.  Likes ARX. Under pressure and is one of the few gassy stocks he holds.  When the yield got down because the price was up, he took a little off the top.  One of the best managed companies in the sector.  The price of Gas is back under $3 and it is hard to make money at this level.  He doesn’t see it changing.  These guys have always done a good job and are bringing on some production at a low cost in the next year.  If it gets lower he may add some back.


Price:
$25.610
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2013-08-09 BUY Martin Davies

Good management with a very disciplined approach in allocating capital. Extraordinarily good balance sheet. Fairly low decline rate. Valuation is high. Good record of increasing dividends.


Price:
$25.180
Subject:
CANADIAN ENERGY
Bias:
BULLISH on OIL
Owned:
Unknown
2013-08-09 SELL Don Vialoux

Seasonally does well from Mid-July to until October.  Did that last year.  We have not seen this in 2013.  It is in a downward trend, in, below 20 day moving average and underperforming the TSX, so not a buy.


Price:
$25.180
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
Unknown
2013-08-08 SELL David Burrows

Sold the last this morning.  Great gas assets but technically the stock is breaking down here.  Don’t fight the sector.


Price:
$25.420
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-07-30 DON'T BUY Eric Nuttall

Cautious on a name like this because the price of natural gas in Canada today is much less than what many people perceive. This is because of the basis differential, the difference between natural gas prices in Alberta relative to other benchmarks and is very, very wide. Good management and the asset base is super quality but is trading at a very high multiple. He doesn’t believe in $5-$6 natural gas. He thinks it is capped at $4-$4.50 for many years to come, even with LNG.


Price:
$26.170
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2013-07-23 PAST TOP PICK Mason Granger

(A Top Pick June 25/12. Up 40.88%.) Has pared this back a little bit but if he sees some weakness he will be adding back. If you don’t own, wait for a better price entry, about $17.


Price:
$26.640
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
Showing 61 to 75 of 483 entries
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