ARC Resources Ltd T.ARX

My Take on Eric

[Trapped]

I agree that he's out for one person and one person only. He'll be bullish on a name one day and will sell it down the river the moment it no longer serves his narrative. But he's an opportunustic trader at heart, so why would you expect any different?

That being said, I believe he's been a net benefit to the Canadian O&G industry as a whole. There's noboby else with any clout advocating in this space and he has brought a lot of positive exposure to the sector. He showed leadership coming out of the 2020 trainwreck, which served his own interests for sure but also can't be denied.

As for Shact, don't even get me started...

[probowler900]

So in theory,if he is helping drive up a price of a certain company then selling at a profit,then buys a different company,then sells at a profit or buys a company that has long term potential to rise,then maybe just maybe he has a good thing going with his fund? I am hearing exactly what I want to hear about a fund manager. Why not jump on board? I bought his fund at $2.57. Now its worth as of

[deepblue]

He's a pump and dump trader. As for being #1 fund performance that makes me laugh. Look at the 5 yr performance on both his funds and they are negative return. Lol!

[alvarez2]

https://www.ninepoint.com/funds/ninepoint-energy-fund/

[alvarez2]

Top Ten Holdings as of 12/31/2021 Arc Resources Ltd Baytex Energy Corp Cardinal Energy Ltd (Alberta) Crescent Point Energy Corp Enerplus Corp Headwater Exploration Inc Meg Energy Corp Nuvista Energy Ltd Tamarack Valley Energy Ltd Whitecap Resources Inc

[Hoover69]

Hmmm.....whom should we put more faith in: Eric Nuttall whose total fund was up 180% last year or DeepBlue of "oil down huge tonight" fame?  DeepBlue also accuses Eric of pumping - meanwhile he barks incessantly about OVV (up120% last year) while also bragging about his gains from shorting Baytex which was only up 370% last year. I think I'll stick with Eric but you do you

[GunnerG]

No comment on his 5 year avg. As I said earlier, a chimp with a dart could have picked big winners the last two years. Oh Eric, you are so wonderful.  Great talker, great salesman and funny how all his believers posting on this BB bought near the lows. LOL Check his 5 year avg.

[probowler900]

Question is,anyone could have.Did you? Were you willing to throw millions of dollars at a 10 cent Athabasca stock? Millions of dollars at a 52 cent Nuvista stock. I bet not. Those stocks had huge returns. Hope your dart landed on those stocks,because your wisdom and phone call to management would not have got you there! Stop talking like you matched the same picks.  Would have,could have

[GunnerG]

"You talk a lot but say nothing" and what have you said other than parroting what E has said and pumping his wisdom.  Noticed you still haven't commented on his 5 year returns. I made my choices and have done extremely well; all with my own money BTW.  My risk, my money, not other peoples.   Also, I have never said I matched the same pics as E.  Only an

[topdown99]

It's funny that you would ask that because I did and I know several others that did too . I picked up VII at $1.75 and would still be holding if this ARX thing wasn't such a letdown . The woke/ESG/covid selloff in O&G has been a blessing , it choked production and  put everything on sale while demand keeps chugging along . Those who believed jets would still fly and

[alvarez2]

The fund specializes in oil and gas, not diversified in companies like the average equity mutual fund. If you were to consider the average price of oil and gas over the last 5 yrs, it wouldn't take a rocket scientist to figure out why it underperformed the market now would it ? Year Average Closing Price Year Open Year High Year Low

[Chimpwithdart]

You are not wrong, I did pick big winners.

[GunnerG]

Love it.  Some are so serious on these BB.  ROF

[Hoover69]

GunnerG, the five year return is not meaningful to me as I have only been investing in this sector for the last couple of years.  That being said, you are correct that Eric's 5 year return is poor compared to the overall market.  I do not see that as an Eric issue but rather a sector issue. I doubt anyone in that sector made much money in 2017 thru 2019. I could see that one might be

[probowler900]

Calling you out DeepBlue.Its now your time to shine. Whats your Big Pick and we can all watch how much of a genius you are. After the pick,lets hear your insight as to why you like that pick,including projections offered by management of that company,if you have the clout like Eric does to get that information. Go for it,we are waiting!!! Mic Drop!!

[ratsnake220]

Nuttall said over year ago Oil prices at 40 were not sustainable....implying bankusupchy for the world so they had to come up....my concern as expressed by others is Iran....possible more supply and volume of black market oil trading......could take oil down and of course Gov interfereance.....but i am overweight......i own CVE, ERF, HWX, HESS, WCP....CPG......I am thinking Kelt, Cardinal