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

Last Price Recorded: $14.8100 on 2017-09-22

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Date Signal Expert Opinion Price
2017-09-15 PAST TOP PICK Dennis da Silva

(A Top Pick Aug 2/16. Up 38%.) Thinks 90% of their revenues now are from royalties. They’ve done a good job of getting capital deployed on their land so that the cash flow can grow. Had a dividend increase, and could potentially have another before year-end. Dividend yield of over 4%.


Price:
$14.150
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-10 WEAK BUY Robert Lauzon

WCP vs. FRU-T.  He prefers Freehold.  It is a safer way to play energy in these times.  They put a great quarter out last night, raised their dividend.  If oil went to $55-$60 you would make more money in WCP-T.  FRU-T has a low payout ratio.


Price:
$14.160
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-01 TOP PICK Alex Ruus

Very similar characteristics to PrairieSky (PSK-T). Historically people preferred PrairieSky because it was bigger and was absolutely a 100% pure royalty story. This one has had some working interest properties, and they are now getting rid of those, and is already 90% royalties, and will soon be 100%. Dividend yield of 4.2%. (Analysts’ price target is $16.50.)


Price:
$14.020
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 PAST TOP PICK Ryan Bushell

(A Top Pick July 25/16. Up 16.39%.) He was happy to see them increase their dividend this year. It still trades at a big discount to PrairieSky (PSK-T) even though their operating metrics are in line. A good, low risk way to play an oil/gas recovery, and get paid while you wait.


Price:
$12.830
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 COMMENT Douglas Kee

A royalty company which goes up and down with oil prices. They increased their dividend this year. The 4.4% dividend yield is attractive.


Price:
$13.610
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-15 TOP PICK Alex Ruus

Energy prices are slowly gravitating upwards, but we are still probably a year or 2 sideways in oil prices. The key to successful investing is keeping costs low, and you can’t get lower costs than what the royalty companies have. This company has a great portfolio of royalty properties. Dividend yield of 4.3%. (Analysts’ price target is $16.75)


Price:
$14.010
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-28 BUY Swanzy Quarshie

A royalty trust with excellent downside protection.  Their production fell, but their balance sheet was very sound.  She sees a lot of opportunity here.  They recently had a dividend increase.  It has lots of potential for upside.


Price:
$13.350
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2017-02-14 BUY Ryan Bushell

This has exposure to oil, which was the volatility in the stock in the last 1.5 years. As a royalty producer, it has almost zero CapX and very low leverage, so it is more defensive relative to other oil producers. Expects there will be a dividend increase, if not in Q1, then in Q2.This has exposure to oil, which was the volatility in the stock in the last 1.5 years. As a royalty producer, it has almost zero CapX and very low leverage, so it is more defensive relative to other oil producers. Expects there will be a dividend increase, if not in Q1, then in Q2.


Price:
$13.200
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-08 TOP PICK Robert Lauzon

A Canadian oil/gas royalty company. Do the drilling on about 10% of their business, and on the other 90% other people do the drilling and spend the CapX, and they just get a royalty off the top line. Now that oil is over $50, there could be a dividend bump, because they tend to pay out about 70% of cash flow in dividends, and are currently at about 45%. Dividend yield of 3.83%. (Analysts’ price target is $16.36.)


Price:
$12.560
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-02-02 COMMENT Lyle Stein

It is caught up in the Canadian energy sell off.  He likes royalty companies and they are a great way to participate without having to drill wells.  They reduced their dividend.  It is not a safe dividend like a utility, but you get the benefit of the rising oil price.  The question is how we move our crude to the US. 


Price:
$13.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-12-06 COMMENT Brian Acker, CA

His model price is $7.31. It is going to lose money this month, and only make $0.17 next year. He would prefer US money centred banks.


Price:
$13.990
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Unknown
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
Showing 1 to 15 of 155 entries
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