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Freehold Royalties Stock Symbol: FRU-T

Last Price Recorded: $21.5900 on 2014-10-23 01:14:05

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Date Signal Expert Opinion Price
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
2013-12-02 BUY Laura Lau

7.6% yield because it is a true royalty trust.  Not a lot of capital to put in to their projects. 


Price:
$22.340
Subject:
DIVIDEND STOCKS
Bias:
BULL on GLOBAL GROWTH
Owned:
Unknown
2013-11-21 HOLD Douglas Kee

Good yield but doesn’t expect much upside in dividends. If oil prices went up a lot, which is not expected, they could increase the yield more. A steady company and in a good position. 7.27% yield.


Price:
$23.100
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-09-18 HOLD Jerome Hass

Own the royalty rights to the oil and gas.  They put up no capital if someone wants to drill. 


Price:
$23.330
Subject:
CANADIAN MIDCAP
Bias:
UNKNOWN
Owned:
Yes
2013-09-16 BUY on WEAKNESS Brian Huen

A solid name.  He likes the royalty businesses.  They own many, many different royalties.  If one property has a problem, it won’t impact their bottom line.  It is an opportunity to jump in.


Price:
$23.300
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 90 entries
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