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Freehold Royalties Stock Symbol: FRU-T

Last Price Recorded: $13.9900 on 2016-12-05

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Date Signal Expert Opinion Price
2016-12-05 TOP PICK Alex Ruus

An oil/gas royalty company, one of the larger ones in Western Canada. Trading at a discount to its closest comparable, PrairieSky (PSK-T). Dividend yield of 3.43%, and he thinks it could increase next year. (Analysts’ price target is $15.61.)


Price:
$13.990
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-11-10 COMMENT Ryan Bushell

A company he really likes. They are making good cash flow at $45 oil. Being a royalty company, and not a producer, they have very low capital expenditures, and make money on production that occurs on their land. A relatively conservative way to play oil and gas, with a nice dividend. The dividend is well covered, and could actually be increased. They have a stated payout ratio target of about 60%-80%, and are currently below that, so you could see a reasonably good sized dividend increase in 2017. It is all contingent on oil. 4.5% dividend yield.


Price:
$12.250
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Yes
2016-09-16 TOP PICK Swanzy Quarshie

Royalties are very sustainable businesses, and is essentially the model that she looks for in free cash flow growth. One of the most sustainable businesses out there today, and believes it will be one of the first to increase its dividend when oil prices start to turn. They have a very, very clean balance sheet. Compared to other royalty comps, they are much cheaper. The spread between this company and Prairie Sky (PSK-T) is as wide as it has ever been. Dividend yield of 4.38%.


Price:
$10.970
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-08-18 BUY Michael Simpson, CFA

FRU-T vs. TOG-T.  His preference is FRU-T.  You have a solid balance sheet and good sponsorship.


Price:
$11.800
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Unknown
2016-08-18 WATCH Hap (Robert) Sneddon FCSI

It is running into resistance on a short term basis.  You’d like to see this one break out of the recent range before buying it.  It broke a nice downtrend at the beginning of this year.  It has a significant base.  You could buy it at the low end of its band, or when it breaks out above it.


Price:
$11.800
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2016-08-09 COMMENT James Rife

Whitecap Resources (WCP-T) or Freehold Royalties (FRU-T)? When you are thinking between 2 light oil producers like this, there is really a big business model difference. Whitecap is an operator. It owns lands and produces wells and does everything itself. This one is a royalty company, where other players produce on their land and they get a fee for that. It is a little less risky, but Whitecap has a little more upside if oil prices go up.


Price:
$11.470
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-08-02 TOP PICK Dennis da Silva

A royalty company, and a way of trying to reduce risks and volatility. It is always compared to PrairieSky (PSK-T), but about 4th the size and trades at about a 50% discount in terms of valuation. He likes the valuation and recently bought the equity issue, which he feels gives good torque to oil. It is about two thirds oil. Payout ratio is only two thirds of its cash flow, and about two thirds of that is the actual dividend. Solid balance sheet.


Price:
$10.730
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Yes
2016-08-02 COMMENT Greg Dean

An interesting business. They have basically become a shadow lending bank. The challenge is that this requires a lot of CapX. The cheque that is written in exchange for the royalty has to be funded by shareholders. Prefers PrairieSky (PSK-T) instead, where you are essentially the government and you own the land and the mineral rights associated with it.


Price:
$10.730
Subject:
GLOBAL GROWTH
Bias:
UNKNOWN
Owned:
No
2016-07-25 PAST TOP PICK Ryan Bushell

(A Top Pick August 17/15. Up 13.02%.) Has a large land position in Alberta, where they lease out the land to producers and get paid a royalty.


Price:
$11.430
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Yes
2016-07-25 TOP PICK Ryan Bushell

The valuation gap between this and its closest peer, PrairieSky Royalty (PSK-T), is really wide. The current yield, even if there is downside in the share price, it is at the bottom and he feels pretty solid about the dividend payout at that level. There is a big investment by Canadian National (CNR-T) pension plan, and it feels good being alongside that. This has some opportunity for good participation in an oil price recovery. Dividend yield of 4.2%.


Price:
$11.430
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Yes
2016-07-21 COMMENT Mason Granger

Over 70% of their business is based on a gross overriding royalty, so they have exposure to the top line of the business, but not all the operating costs underneath it. There is a lot of merit in this kind of a business model. They tend not to hedge production, so you get full exposure to the upside in a name like this.


Price:
$11.720
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-07-06 HOLD Jerome Hass

A great, long term holding. It gives you exposure to a broad variety of wells, without taking “drill bit” risk. A solid management team. However, this is not a great time to be holding a resource related stock. If you own, in the long-term you will do fine with this.


Price:
$11.630
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
No
2016-06-09 BUY Douglas Kee

Has added to his position in the last several months. Likes the royalty structure, and this company is pretty conservative. They did an acquisition of Husky (HSE-T) assets recently, and did an equity issue that was oversubscribed. Believes this will be one of the 1st companies to increase their dividend.


Price:
$11.840
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2016-05-20 PAST TOP PICK Jaime Carrasco

(A Top Pick May 1/15. Down 33.06%.) He got stopped out on this.


Price:
$11.160
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
No
2016-04-28 PAST TOP PICK Bruce Campbell (1)

(A Top Pick May 1/15. Down 24.61%.) Sold this a year ago. Had bought it in order to hide when oil got worse. It’s attractive at this price if you think oil is going higher. He would wait, because it has had a nice rebound.


Price:
$12.570
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
Showing 1 to 15 of 144 entries
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