RE:GreetingsTOU's an extremely well-run company. I just feel ARX has more relative upside and that the production step-change from Attachie Phase I hasn't fully been priced into the stock yet.
I also feel ARX has been held down as a result of weakness with NG prices this year, owing to the fact that it's mainly thought of as a NG name. Obviously its condensate weighting belies this, in addition to its strength with gas marketing via lucrative supply contracts both in Canada and into the U.S.
Looking long term, I don't think you can go very wrong with many names in the space right now.
Cheers and happy Friday.
PabloLafortune wrote: I usually post on KEL but they had a disappointing year so I'm going to start posting here instead expressing my honest opinions on the stock. I own 1,000 shares of ARX and Im fairly deep in the money. Should I invest more is my question? In order to decide, I'll be comparing ARX with other stocks. Probably start with TOU (which I also own). I won't be comparing it with Kelt because nobody in their right mind would consider them a comparable (a company like EQT which I also own would be a closer comparable IMO).
I do appreciate the invitation from quintessential and trapped to come and post here though. Looking forward to it.