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Freehold Royalties Stock Symbol: FRU-T

Last Price Recorded: $19.0300 on 2014-12-19

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Date Signal Expert Opinion Price
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
2014-12-02 BUY Lyle Stein

Is the dividend safe? This is an energy stock. If oil prices continue to slide, all dividends in the entire energy sector have to be subject to question. That said, this company has a good balance sheet and the ability to deploy cash between the dividend and reinvestment at a reasonable rate. Their royalty model does make sense.


Price:
$19.260
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-11-27 PAST TOP PICK Martin Davies

(Top Pick Jan 8/14, Down 2.41%) Not growing much, but it is replacing its production.  Distribution is very safe and conservative.  This is a lower risk income scenario. 


Price:
$19.800
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
No
2014-10-10 BUY David Cockfield

This is in a Buy range here. This company just pays out the royalties that it receives. Have good properties to drill and he thinks they will continue to expand. At these prices, this is a good Buy. 7.6% dividend yield.


Price:
$21.660
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-03 DON'T BUY Bruce Campbell (1)

Took a hit like the group.  It is quite expensive.  Thinks they will get hurt when others spin out royalty lands.  Prefers Prairie Sky


Price:
$22.760
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-10-02 TOP PICK Ryan Bushell

Stable, boring company for some time.  With Prairy Sky, there has been more attention in the space so they can pick up more assets in the market space.  They are unhedged, but have very little capital that they spend.  It makes for a good business model where you don’t put much capital in the ground.  Thinks people will switch from Prairie Sky into this one.


Price:
$22.530
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-25 BUY Michele Robitaille

Benefit from royalties from fee lands they hold and so less exposed to commodity price risk.  The model makes sense. It is more conservative than others in the space.


Price:
$23.020
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Unknown
2014-09-19 PARTIAL BUY John Stephenson

At this point, this looks reasonably attractive. PrairieSky (PSK-T) really started putting pressure on management to be a little more acquisitive and show a little more growth. Because of this, he suspects they will be looking to buy more properties. A very conservatively managed company. He would slowly buy on this one.


Price:
$23.610
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2014-08-22 COMMENT Jeff Young

Thinks they pay out a pretty high proportion of what they bring in. High oil prices certainly helps, which leads to activity levels. They drill a little bit themselves, but don’t have the same operating risks as a regular drilling company. You do need that activity level. People tend to pay a lot more for these royalty companies, because they see the lack of risk. He is on the sideline at the moment. 6.5% dividend yield.


Price:
$25.730
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Unknown
2014-08-07 TOP PICK Jerome Hass

Long FRU-T and Short PSK-T.  Thinks PSK is overvalued.  Likes both businesses.  They are efficient, just collecting a royalty.  When FRU gets closer to PSK in terms of PE, cover the short.


Price:
$25.270
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-07-04 TOP PICK Lyle Stein

6.3% is a lovely “yield while you wait” scenario. Also gives commodity exposure, giving some optionality. It has the hallmarks of a great, long term investment. Returns lots of money to shareholders. Very, very strong balance sheet. A marvellous combination of a good, solid investment style that he wants to pursue.


Price:
$26.850
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-05-26 COMMENT Hap (Robert) Sneddon FCSI

Chart is showing a little of a head and shoulders top, but the pattern doesn’t always mean it is going to come to pass. The potential breakdown is at around the $32-$33 range. The present price, to him, would make it a really good risk/reward from the standpoint that that you could Buy it here, sort of break down below $32, and give yourself a few percentage points. Take 3% minus $32 and that would give you a pretty good place to define Stops. He would take a punt and if it breaks $32 you know there are some bigger issues. The recall stuff has already been factored in.


Price:
$25.060
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
OPTIMISTIC
Owned:
Unknown
2014-04-24 COMMENT Mason Granger

There are very few royalty based oil companies in Canada.  Their 12-14 times multiple is where Prairie Sky will likely price out.  Thinks a successful IPO of Prairie Sky would be a significant tailwind for FRU.


Price:
$24.850
Subject:
OIL & GAS
Bias:
BULL on OIL
Owned:
Unknown
2014-01-08 TOP PICK Martin Davies

Really likes the royalty business. It is immune to cost increases and tends to be much, much less risk. Valuation on this is relatively high, but you get paid 7.5%, while waiting for the IPO when Encana (ECA-T) goes ahead and spins out the Clearwater royalty.


Price:
$21.650
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH
Owned:
Yes
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