ARC Resources: Still Not Noticed By The Market

Long PlayerInvesting Group LeaderFollow5ShareSavePlay(9min)Comments(3)SummaryARC Resources faced a stock pullback after minor well (evaluation) delays, despite management's assurance of no long-term impact.The company maintains its growth, share buyback, and dividend strategies.AETUF's price-earnings ratio is considered too low for an investment-grade, growth-oriented company in its sector.Condensate production sells at a premium to light oil.The natural gas prices are also benefitting from the seasonally strong winter pricing in the first quarter.This idea was discussed in more depth with members of my private investing community, Oil & Gas Value Research. Learn More » Alexey Zakirov/iStock via Getty Images The last article noted that the market could not wait to dump ARC Resources (AETUF) stock on the least bit of bad news. This despite the fact that the first quarter earnings reportedThis article was written byLong Player25.55K FollowersFollowLong Player believes oil and gas is a boom-bust, cyclical industry. It takes patience, and it certainly helps to have experience. He has been focusing on this industry for years. He is a retired CPA, and holds an MBA and MA. He leads the investing group Oil & Gas Value Research. He looks for under-followed oil companies and out-of-favor midstream companies that offer compelling opportunities. The group includes an active chat room in which Oil & Gas investors discuss recent information and share ideas. Learn more.Analyst’s Disclosure: I/we have a beneficial long position in the shares of AETUF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Disclaimer: I am not an investment advisor, and this article is not meant to be a recommendation of the purchase or sale of stock. Investors are advised to review all company documents and press releases to see if the company fits their own investment qualifications.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.