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Compiling comments that experts make about stocks while on public TV.

Franco-Nevada Corp. Stock Symbol: FNV-T

Last Price Recorded: $69.6300 on 2016-02-06

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Date Signal Expert Opinion Price
2016-01-14 COMMENT Dennis Da Silva

The premise is that you have a portfolio of royalties.  They could be early stages, or it could be something currently producing.  It is the priciest one, but you pay up for quality.  The upside is also that if there is an increase in production then the royalties ramp up.


Price:
$66.300
Subject:
CANADIAN RESOURCES
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-12-11 TOP PICK Jaime Carrasco

A gold streamer. He likes it for the dividend. They have a really good structure, so the dividend will increase as we get the price. This is more for a conservative account. Dividend yield of 1.69%.


Price:
$66.650
Subject:
REITS, RESOURCES & UTILITIES
Bias:
CONTRARIAN
Owned:
Yes
2015-11-12 TOP PICK Rick Rule

If you are going to be in the gold business, why not start with the best. This is the best. Owner/operated company. Have run the company on and off for 3 decades. High quality people. Their basic business is even better than people think it is. Precious metals assets in a streaming format, are valued at 15%X EBITDA. Those same assets in a base metals company are valued at 5 or 6 times EBITDA. Dividend yield of 1.78%.


Price:
$62.490
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2015-09-01 COMMENT Michael Sprung

As a value investor, gold is always hard to wrap his head around. Always has a small position of about 3%-5%. He looks for the companies with the best balance sheets, with a production profile going forward of projects of rising production, efficient producers and low cost producers. Feels the multiples on this company are a little bit rich.


Price:
$56.220
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-08-12 TOP PICK Rick Rule

The best of the best.  Owner-operated company.  Great competitive advantages.  He sees great deals coming.  They have a great pipeline of projects. 


Price:
$60.940
Subject:
PRECIOUS METALS
Bias:
SELECTIVE
Owned:
Yes
2015-06-19 HOLD Benj Gallander

It is a beautifully run company.  Great balance sheet and they make lots of money.  They have been buying into companies and taking their royalty streams.  Many companies did not prepare for the difficult times.


Price:
$60.080
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2015-03-04 PAST TOP PICK Bill Harris, CFA

(A Top Pick March 4/14. Up 14.81%.) It had been very difficult to find defensive stocks in gold and this seemed to be about the only game in town. It has been a great place to hide.


Price:
$63.330
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 PARTIAL SELL Jaime Carrasco

This is a “streamer”, which is why it has outperformed the gold stocks. A good solid company. He would rotate some money out of this and put it in the producers, because when we get the cycle of gold prices moving higher, you are going to get a greater leverage out of producers.


Price:
$67.910
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-09 HOLD Rick Stuchberry

There is a bit of a stealth market in gold in the last 2 months. It has been steadily doing a bit better. Has been doing even better in the non-US$ denominated currencies. He likes this company. It is a royalty company and performs very well when the gold sector goes down. It is hard to know how far gold is going to go, but it certainly looks higher from here. If you own, stick with it but trail a Stop behind it.


Price:
$61.740
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
No
2014-12-05 DON'T BUY David Cockfield

Besides gold this has copper which has really helped it, but copper isn’t that exciting either. On gold, that particular era will only re-establish itself when we begin to see some inflation. Inflation seems to be pretty well dead and buried. When energy comes back in, he thinks inflation is going to be even lower.


Price:
$58.130
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-10-23 PAST TOP PICK Bill Harris, CFA

(Top Pick Nov 19/13, Up 29.87%) It is a distressed lender to the gold industry. 


Price:
$59.450
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-04-10 HOLD Philippe Capelle

A Royalty company, a great business model.  They are opportunity rich right now in this environment.  They have executed very well and have a good management team.


Price:
$51.730
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Unknown
2014-03-04 TOP PICK Bill Harris, CFA

Can take its free cash flow and redeploy.  As we go into spring, you should be reducing your weighting to normal.  He will be selling because he is overweight.


Price:
$56.040
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-02-03 BUY on WEAKNESS Don Vialoux

Nice up trend, broke resistance.  Buy more on weakness.  Benefits quite nicely this time of year until beginning of May.


Price:
$52.830
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2013-11-19 TOP PICK Bill Harris, CFA

Diversified asset base.  It’s more like owning more of a financial company but in the gold sector.  The asset class is down.  High quality company that benefits from this low cost environment. 


Price:
$45.600
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
Yes
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