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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
HOLD
An incredibly well run company. He sold out last year after making a 35% profit. They have some natural gas exposure. They have a massive play in the Montney region where other large players are getting great results. He thinks their need to pay dividends will mean they take a measured move into developing this new play. Meanwhile they are paying a 9% yield, which he thinks is safe if there is reasonable price recovery in natural gas.
DON'T BUY
A well-run company that pays a reasonable dividend. Until the sell-off in energy sector stocks finishes, which he thinks isn't over, he would steer clear. It needs to build a better base before he would enter. Some of the multiples are attractive but the fossil fuel sell-off is still underway. With the warm winter, natural gas consumption could also be depressed. Dividend at 8.5%.
WATCH
A good entry now? The company likes the dividend model. The balance sheet is in good shape - $840 million debt vs $3.5 billion in equity. Production is 67% liquids. They expect production growth in Q4 2020. It is on his watch list. He thinks the dividend is secure. Yield 8.5%
HOLD

Income safe? Both ARX (8% yield and 100% payout ratio) and IPL (yield of 7.7% payout ratio of 110%). He thinks both should be fine to continue with the dividend. If he had to pick, he would prefer ARX as a producer and with lower debt.

BUY
Recent price drop? One of his favorites in energy. Relative to its peers, it is well capitalized and has good production prospects. He would recommend it. If you are only going to own a couple of holdings in energy, he would consider holding an integrated. Yield 7.5%
HOLD
A well run company that has a blend of oil and gas. It has rebounded in price nicely. This is one of his five go-to names in the energy space.
STRONG BUY
Arc vs. CPG A high-quality energy company. This used to be a $30 stock. A very well-run company, trading at historically low multiples and pays nearly a 7% yield. They operate in a great location, run by fine managers. Not too much debt. This remains a screaming buy at these levels. If there is a lift in oil sentiment, this will easily rise past $10. Better than CPG.
BUY
A Canadian gas producer that pays a good dividend. Not a very exciting chart, but it is a well managed company. The dividend is safe. With the price of gas taking a beating over the last couple years, it’s probably reached a low point.
BUY
It's been a pretty decent winner. It may seem like you missed the rally, but these stocks got so beaten down. The rally, when compared to a 5 year chart, shows the upside potential. They have high quality assets, and a management team that is tried and tested; an extremely strong balance sheet and optimality on developing their asset with improved completion techniques.
BUY

Last time he was on, it was a good recommendation. It's a great company. He particularly likes that the gas market is going well. Momentum is good.

COMMENT
Tax loss selling? He thinks AECO natural gas prices going up 400% from lows in October are helping the valuation. This may have kept the share price from falling too much with seasonal tax loss selling. He does not know where AECO prices are going forward, but if you feel they are going to hold or go higher, now is the time to buy.
WATCH
The chart is showing a consolidation phase. If the price breaks above the recent high, it would be quite positive.
BUY
It is pretty cheap. Under $6 you should buy it. They can produce gas for the LNG potential. Under $6 it is a gift. Almost a 10% dividend yield. (Analysts’ price target is $9.22)
SELL
The chart is broken and acting poorly. If you're young, you can take a chance with this. Otherwise, sell this.
BUY
Great dividend. The management team is excellent. They have a huge undeveloped land position. They own a lot of infrastructure themselves. They will be increasing egress capacity. There are a lot of positives in this company but nobody wants to own oil and gas companies. This would be his number one choice for an oil and gas company.
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