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TSE:ARX

Arc Resources Ltd (ARX.TO)

29.84
-0.30 (1.00%)
as of Jun 19, 2026, 8:00:01 pm Market Open.
537 watching
0
PARTIAL BUY
One of the best in the sector in Canada. On a medium- to long-term basis, really likes nat gas. Much more sustainable, as they produce the greenest nat gas than peers. All kinds of free cashflow at these prices. Might see a pullback in the next 6 months, providing a buying opportunity. If you don't own any, start a partial position.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 07/21, Up 84.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ARX is progressing well. We now recommend trailing the stop (from $7.50) to $9.50. If triggered, this would all but guarantee a net investment return of 40%, considering our recommendation to previously cover half the position.
BUY
Group is on fire. Rallying nicely in a sector that he likes. Oil and gas pricing looks as though it will continue to be strong. Cash being generated by the group is company-changing to the balance sheet. He'd be comfortable owning. See his Top Picks.
BUY
Was a previous top pick of his. It's done well and will continue to. They're steady performers. They just increase their dividend. Sold assets recently and has good growth prospects. Around $10, he'd still recommend this.
BUY
Likes the setup heading into the fall for supply/demand. Potential for tightness is there. Balance sheets in the whole space are getting cleaner. Underowned. Room to run higher. He has about 2.25% of a position. He wouldn't double up.
BUY

Incredibly cheap. Nat gas is pressured higher now. Inventories are at near lows. Best in show. TOU is too expensive, so ARX gets his vote.

STRONG BUY

The mid-cap energy space had a great run up and pulled back to technical levels. The company to be in within the space is Tourmaline. This has been a core name for their portfolio. Thinks it will be $15 soon.

TOP PICK
This is one of the darlings right now. It stands out because it has a great balance sheet. It also has light oil assets as well as natural gas. The price is right and the growth is there. (Analysts’ price target is $14.44)
BUY

A core way of playing oil and gas in the intermediate space. Arc and Tourmaline are interchangeable. It's the biggest player in the Montney. Always well-regarded, under-promises and over-delivers. Last year saw the big Seven Generations deal. This trades in line with peers, though should be at a premium given the quality of its land base and strong track record of results. Balance sheet and management are also tops. He will never sell this. Decline rates have improved.

TOP PICK

It offers surging upside potential. It has a decent yield and is only paying out 20% of present earnings. He thinks junior oil is going higher. This company has easy potential to a high of $18. (Analysts’ price target is $13.69)

BUY
One of the top 2 plays in natural gas. This and Tourmaline are the top players. Balance sheet is in good shape. Arc could have more upside, especially with light oil from their acquisition. Natural gas prices are moving higher too. Growth properties and valuation is positive. Moving to the senior producer side which could bring international attention.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
As the world drifts to e-cars and renewable energy, oil continues to rebound in 2021, driven by the reopening. American cars are hitting the road this Memorial Day weekend and will cover a lot of miles this summer fueled by pent-up demand from people dying to get out of their homes. Others will fly. All this spells gas gas gas. ARC shares are up an astonishing 55% so far this year and has beaten Stockchase research's own price target of $8.75 easily. In ARC's favour is its robust cash flow, around 23%. Its last quarter, Q1, saw a slum-dunk earnings beat of $0.50 compared to the expected $0.18. True, ARC's PE is not the lowest out there at 17.4x. To compare, Whitecap Resources trades at 8.9x and Tourmaline Oil at 9.2x, though AltaGas, a nat gas company, trades at 18.6x. ROE stands at 6.54% vs. the industry's -14$. At the very least, ARC's 2.58% dividend is safe at a 45% payout ratio, roughly two-thirds lower than its peers.
BUY
More weighted towards natural gas than oil. There is generational opportunity in oil right now. For those looking for blended portfolio, it is not a bad choice. Checks the box for valuation and free cashflow. 23% free cashflow. Probably will see a dividend increase later this year. Tourmaline would be his first choice and ARX is second.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 07/21, Up 34.8%)Stockchase Research Editor: Michael O'Reilly ARX has achieved our objective of $8.75. To be disciplined we recommend covering 50% of the position and trailing up the stop from $4.50 to $7.50. This would all but guarantee a minimum investment return of 25% if triggered.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 07/21, Up 34.8%)Stockchase Research Editor: Michael O'Reilly ARX has achieved our objective of $8.75. To be disciplined we recommend covering 50% of the position and trailing up the stop from $4.50 to $7.50. This would all but guarantee a minimum investment return of 25% if triggered.
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