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Freehold Royalties Stock Symbol: FRU-T

Last Price Recorded: $17.1200 on 2015-01-29

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Date Signal Expert Opinion Price
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
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
Showing 1 to 15 of 97 entries
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