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Freehold Royalties

Stock Symbol: FRU-T

Last Price Recorded: 23.9700 on 2013-05-18 01:14:07

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Date Signal Expert Opinion Price
2013-02-27 DON'T BUY Mason Granger

One of the impediments to him buying this stock was the higher taxes the company is going to have to pay. Feels 35%-37% of cash flows could be taxable this year and therefore payout ratios go higher on the stock. Not a cheap stock, trading at about 13-14 times EBITDA to net adjusted cash flow. Also, doesn’t like the unhedged nature of their oil production. 7.7% yield.

 Price:
$21.630
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
No
2013-02-27 COMMENT David Cockfield

Bought this for yield and it held in very, very well. Concerned that it seemed to be defying gravity while the rest of that group was getting hit. Trimmed back on some of his holdings. Thinks the dividend is reasonably secure. They need companies to be drilling on their land.

 Price:
$21.630
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2013-01-31 HOLD Andy Nasr

Gets a royalty off oil production on properties they hold. Stock is reflecting the resilience of the business model. His concern is a lack of much more upside for WTI prices. In fact, there is probably a little bit of downside. Key concern would be a big increase in US tight oil production, potentially pressuring North American oil prices. Given where oil prices are in North America, dividend is absolutely safe.

 Price:
$23.100
Subject:
CANADIAN DIVIDEND & REITS
Bias:
OPTIMISTIC
Owned:
Unknown
2012-12-14 BUY Fabrice Taylor

Oil/gas. Has a kind of a favourable cost structure on royalties. Pays a nice dividend. Probably okay.

 Price:
$21.820
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2012-12-10 COMMENT Sandy McIntyre

Most of these types of stocks in the context of today’s natural gas prices and western Canadian oil prices, are distributing more than they should. In his view, the dividend is too high and will likely be right sized to reflect the current reality of a $20 spread under WTI and a discounted AACO (?) relative to NYMX on natural gas.

 Price:
$21.720
Subject:
INCOME INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2012-10-25 BUY Douglas Kee

Not a huge growth opportunity but they do add royalties as they go along. Less volatile than oil/gas stocks would be. Pays a good yield of 8.3%. Well managed.

 Price:
$20.260
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2012-10-09 HOLD John Stephenson

(Market Call Minute.) Doesn’t see any catalyst for upside.

 Price:
$20.010
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
No
2012-10-03 BUY Don Lato

Feels the dividend is reasonably secure. They derive all their revenue from other people’s drilling activity. They simply hold the royalty rights on vast acreages of land in Western Canada. Thinks it will continue to be a long-term great hold. 8.4% dividend yield.

 Price:
$19.950
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2012-07-24 BUY Douglas Kee This is a true royalty trust versus an income trust so they don't have the downside on the cost side. Basically getting a royalty on the production. 9% dividend, which he thinks is safe for the next 2 years.
 Price:
$19.120
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Yes
2012-07-17 BUY Jeff Young About 75% of their revenue comes from royalties. They own the royalty rights across Saskatchewan, Alberta and a little bit in BC. People pay them to drill on their land. Stock price really coincides with oil prices. Kind of a 9% yield way to play oil prices. Very little debt and he feels the dividend is safe.
 Price:
$18.800
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2012-06-29 COMMENT Michael Giordano One of the larger oil/gas royalty companies with significant exposure to the western Canadian sedimentary basin. As oil and gas prices drop, their income drops as well. Assuming flat to higher nat gas and oil prices, he doesn’t think the 9.1% dividend is at jeopardy. On lower oil prices he could see a 20% cut to the dividend.
 Price:
$18.440
Subject:
RESOURCE
Bias:
BULLISH on GOLD & OILS
Owned:
Unknown
2012-06-27 HOLD John Stephenson Not a big producer. Fundamentals are good. If you are willing to continue to hold for a year or longer, you should be OK.
 Price:
$17.320
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
No
2012-06-27 BUY Lyle Stein Good asset base. The nature of a royalty business, as opposed to a production business, somewhat insulates them from some of the risk factors of costs. Great name, not only because of the current yield, but its ability to grow that dividend as oil prices recover. 9.7% dividend. He is not anticipating any cuts but if oil prices drop further this could change.
 Price:
$17.320
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2012-06-08 DON'T BUY David Cockfield Royalty Trust. One step back from the actual drilling. Once of the problems that a trust has is that other people have to come in and be enthused about the job. The price of oil in Alberta has been knocked down. While WTI is in $82 range, Alberta is $60’s and $70’s. He is not rushing in to buy any X-income trusts.
 Price:
$17.890
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2012-05-14 BUY Don Lato Excellent company. Pure royalty company in that it does not actually explore or produce oil but holds the royalty interest on a huge land mass. Has consistently paid a very strong dividend. For long-term income with a little bit of upside with stronger oil/gas prices, this is a very decent holding.
 Price:
$18.100
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 74 entries
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