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Strategies & Market Trends : Dino's Bar & Grill -- Ignore unavailable to you. Want to Upgrade?

To: Goose94 who wrote (45706)	7/4/2018 6:15:19 AM
From: Goose94	Read Replies (1) \| Respond to of 202367

ARC Resources (ARX-T) top pick from Ryan Bushell on BNN.ca Market Call Tues July 3rd @ 1200ET While ARC Resources is typically seen as a natural gas producer by the market, they’re much more levered to oil (more than 60 per cent) and oil prices in terms of revenue at present and have negligible Alberta natural gas pricing exposure (less than 5 per cent for 2018). ARC has a disciplined management team and an unparalleled land position which will fuel the company for decades to come. The balance sheet is reasonable at less than two times debt to cash flow and the stock yields over 4.2 per cent currently. Going forward, the natural gas supply picture is clearing up as Western Canadian producers are curtailing supply and the combination of a cold spring switching almost immediately to a hotter than normal summer is keeping storage injections much more moderate than feared. Longer term, I expect Shell and their partners to build LNG Canada in Kitimat, which will provide a much needed relief valve for Montney gas and stabilize pricing for Canadian producers.