Viewing Company Freehold Royalties | StockChase
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Freehold Royalties Stock Symbol: FRU-T

Last Price Recorded: $11.1400 on 2016-07-29

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Date Signal Expert Opinion Price
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
2016-02-29 HOLD Ryan Bushell

He allows things to float up and down and does not use stops.  They get compensated when people drill on their lands.  He thinks they are looking at a dividend cut this week but he still owns it in portfolios. 


Price:
$10.690
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
SELECTIVE
Owned:
Yes
2016-02-03 DON'T BUY Norman Levine

This gets a royalty on production and drilling is down, so doesn’t see any need to rush to own this.


Price:
$10.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-12-23 TOP PICK Jason Donville

This receives royalties from the oil and gas industry. They adjust their distribution to the spot price of oil, so are running a distribution that is reflective of a $38-$39 oil price. They say that the distribution at the present oil price is sustainable. They have the best balance sheet in the oil/gas industry.


Price:
$11.020
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-12-02 HOLD Swanzy Quarshie

(Market Call Minute.) A good strong company, but she prefers PrairieSky (PSK-T) right now, if you are looking for royalties.


Price:
$10.980
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
No
2015-12-01 COMMENT Bill Harris, CFA

This and PrairieSky (PSK-T) are great companies. These should be great types of businesses looking after pension type money, but they are just too expensive. Also, the gas price is horrible. The risk is that you might be backing out gas from Western Canada, and does it go? Maybe it just doesn’t get produced.


Price:
$11.600
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
No
2015-11-24 HOLD Jerome Hass

He doesn’t do resource stocks any more. This has been a great long term Hold if you want exposure to oil/gas in a conservative way. This is a royalty. It is a capital efficient structure. They do a little bit of drilling for tax purposes, but the bulk of their income comes in through someone else doing the drilling. As a long term holding this is a good one, especially for retirees. Dividend yield of about 7%.


Price:
$11.920
Subject:
CANADIAN - LONG & SHORT
Bias:
UNKNOWN
Owned:
No
2015-11-10 BUY Ryan Bushell

A royalty company. Basically they own different types of land leases where people pay to drill on their land and they get a percentage of the net back on the production. It’s a good business in the oil/gas sector because it is lower capital cost and higher cash flow. They have been a good dividend payer over time. Cut their dividend in the current downturn, but the yield is still very attractive. Feels the dividend is sustainable at current commodity prices. Dividend yield of 7.8%.


Price:
$10.770
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Yes
2015-11-04 PAST TOP PICK Lyle Stein

(A Top Pick July 4/14. Down 55.27%.) The royalty concept is an excellent investment vehicle to own, but there are others he would prefer today. Dividend yield of 7.7%.


Price:
$10.870
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 136 entries
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