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

Last Price Recorded: $12.5400 on 2016-04-29

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Date Signal Expert Opinion Price
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
2015-10-20 COMMENT Ross Healy

They continue to pay out way, way more in dividends than what they earn. Because of this, their balance sheet continues to be eaten up. However, if people buy the high-yield and you get a higher price to Book and they issue stock at a very high price to BV, they can essentially use the proceeds of that stock to pay out some of that dividend. It is a great story as long as it works. The problem is that when the oil price collapsed, the story came to an abrupt end. The dividend has not, but the stock has collapsed down to $11. They still have a pretty good balance sheet and he sort of expects they will continue to pay the dividend. Dividend yield of 7.3%.


Price:
$11.410
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-09-15 HOLD Jerome Hass

Sold his holdings last December and hasn’t looked at the valuations since. However, as a long-term story, he thinks it is a great one. Dividend yield of over 10%, which usually indicates a bit of a warning signal. If you own, he would just stick with it right through this downturn. 3-5 years from now you will be very happy.


Price:
$10.500
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
No
2015-09-10 WATCH Allan Meyer

It depends on your time frame whether you hold or sell.  You have to sell if you have a short term view.  Until oil prices improve and get them higher royalties, it is one of the more solid companies out there.  He has no exposure to this industry at this time.


Price:
$10.210
Subject:
CANADIAN & ETF's
Bias:
BULLISH on ECONOMY
Owned:
No
2015-09-02 COMMENT Swanzy Quarshie

Dividend could be cut again. It's a great company just because of their royalty structure, but she prefers PrarieSky. But it's a great way to play the current economy because they have a bit of a cushion with their royalty structure.


Price:
$10.040
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Unknown
2015-08-31 WAIT Rick Stuchberry

Because this is a royalty company, it is dependent on energy prices. If you think energy is going back to $60-$70 and trade positively, these royalty companies are great because they don’t have any operating costs. You need to be bullish on the underlying commodity. If you are not bullish, and he means $60+, then just bide your time. There is no rush to buy these things until they show you a little bit of strength.


Price:
$10.920
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Unknown
2015-08-25 COMMENT Eric Nuttall

(Market Call Minute.) Has been a big buyer in this. His big concern is that Penn West (PWT-T) is their biggest royalty payer so if it goes bankrupt, what happens to their royalty income? It is a bit of a concern, but even excluding that, the stock has been pounded, and the royalty model should hold up a lot better than a conventional A&P model.


Price:
$9.030
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
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