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Freehold Royalties Stock Symbol: FRU-T

Last Price Recorded: $18.0400 on 2015-03-06

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Date Signal Expert Opinion Price
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
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
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