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Freehold Royalties Stock Symbol: FRU-T

Last Price Recorded: $17.9600 on 2015-05-24

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Date Signal Expert Opinion Price
2015-05-08 COMMENT Ross Healy

One of the most interesting companies he has ever come across. The long-term trend of its BV has been steadily down. This is because the company, for years and years has been paying out a good deal more than it had earned. Because it has a very high price to book, it keeps issuing stock. When we had a bear market in 2008-2009 and the company couldn’t continue to issue stock, the share price really cratered. When it can’t execute its strategy, it is catastrophic for the owners, so keep that in mind.


Price:
$17.930
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-05-06 HOLD John Stephenson

We clearly have an infrastructure deficit in energy in Canada, when you look at all the stalled or questionable projects.


Price:
$17.640
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2015-05-04 BUY Don Lato

A royalty company which gets a percentage of revenue from anything that is produced on their land. This is a great play when oil and gas prices are rising and people are drilling like crazy. They basically have very little or no capital at risk and rely on all the other people exploring. Right now, with cutbacks in exploration budgets and cutbacks in commodity prices, the outlook is not as buoyant as it has been in the past. Pays a very nice dividend. Probably not a bad bet.


Price:
$17.950
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-05-01 TOP PICK Bruce Campbell (1)

This is a much cheaper purchase of PrairieSky (PSK-T). This acquisition makes them about 84% royalty based. A low risk way to begin to add some energy weight back for him. Thinks it will get up to the low $20s. Yield of 6.08%.


Price:
$17.930
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-01 TOP PICK Jaime Carrasco

He has started to add to oils and thought that the royalty was always a good way to get his feet wet. His company has a $20 target on this. Dividend yield of 6.02%.


Price:
$17.930
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-03-26 WEAK BUY Jeff Young

Oil and gas royalty company.  The attraction is the lower operating risk, but you are still exposed to the commodity price.  It is a call on oil prices.


Price:
$18.270
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
No
2015-02-26 COMMENT Douglas Kee

Pretty good yield even though they did cut their dividend along with everybody else. This is a royalty company, so they don’t have the big CapX programs that others do. A good mix of royalty projects and others. He likes the company.


Price:
$18.760
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-02-12 BUY Swanzy Quarshie

An excellent quality company. Have taken on some new acquisitions that has really helped them to make sure that they have pushed back taxability of their cash flow for some time. She is generally very supportive of the royalty model. A great way to get exposure to oil/gas business. Very high margin business. This is a good, long term story and makes a lot of sense in the long-term.


Price:
$20.200
Subject:
OIL & GAS
Bias:
CAUTIOUS on ENERGY
Owned:
Unknown
2015-02-06 COMMENT Michael Simpson, CFA

Mostly a royalty company with about 33% of their production that they operate themselves. With royalty companies, you want to see more drilling on your land. This one is extremely well-managed. Used to own this, and with its fall in price he is taking a 2nd look at it as well as PrairieSky Royalty (PSK-T). Both are good companies.


Price:
$20.040
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
OPTIMISTIC
Owned:
No
2015-02-04 DON'T BUY Peter Hodson

Stock vs. Stock.  FRU-T or PSK-T.  Both don’t take on operating risk.  When inflation creeps up they don’t have to worry about it.  FRU-T is not a bad company.  He would prefer PSK-T right now because it is bigger and did not cut the dividend recently, like FRU-T.


Price:
$19.580
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2015-01-22 HOLD David Cockfield

The dividend was cut recently.  He likes the stock.  It has long term value and is a long term hold.  As soon as we see improvement in the price of oil the dividend should be re-instated. 


Price:
$16.930
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-16 HOLD Ryan Bushell

He likes that this has very little CapX exposure. They get a lot of revenue without having to spend a lot of money. It still yields over 6%, so you are still getting paid to be there. The market discounted the 1st move down to about $60 a barrel, but on the 2nd move from $60 to $45; he felt the market was a little more rational. Because of this, he thinks the price is going to stay here longer than a few months, so you are probably going to get another opportunity to average down. He is waiting to see some stability and strength in the commodity price. Hold your position and look for another opportunity to average down.


Price:
$17.170
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-05 COMMENT Ross Healy

This company pays out way more than it takes in. His charts, over a long period of time, show the BV is in a gentle, downward trend, but interrupted by sudden jumps when the Company issues cheap equity at a high price to book level. A very, very clever strategy. The stock is strong and as long as there is not a general collapse, the setback we have seen will result in another upward swing. They know how to work the market and they are brilliant at it.


Price:
$18.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2014-12-08 DON'T BUY Jeff Young

It will move with oil prices.  There is movement with the oil prices.  If oil prices turn, you will not get as much leverage as an E & P stock.  The payout is a bit high.


Price:
$18.030
Subject:
CANADIAN DIVIDEND
Bias:
BEAR on ENERGY
Owned:
Unknown
2014-12-05 COMMENT David Cockfield

An interesting stock. He held it and took some profits at around $26. He liked the stock. It was sort of boring, but it is a royalty company. As it came down, he bought some back at around $22. It then fell off with the rest of the market. Just came out with some good news today where they made an acquisition that will be accretive. A very solid stock and the yield is okay. One of the safer royalty companies that you can have. 8.9% dividend yield which he thinks is reasonably safe.


Price:
$18.880
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 107 entries
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