Freehold Royalties | StockChase
159
Freehold Royalties (FRU-T)

Last Price Recorded: $15.1200 on 2017-11-17

ON STOCKCHASE SINCE Dec 2000

oil/gas

Freehold Royalties


Signal Opinion Expert

2017-11-16

TOP PICK
Freehold Royalties (FRU-T)

This operates in the capital-intensive business of oil and gas but, because they are a royalty company, their capital intensive is extremely low. They have the lowest operating cost in the industry. Has a 6% free cash flow yield. Dividend yield of 3.9%, which he expects to be increased again next year. (Analysts’ price target is $17.75.)

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $15.090
Owned: Yes

2017-11-02

HOLD
Freehold Royalties (FRU-T)

They pay for the royalty on the land for which they did a deal with the producer.  He sold a couple of years ago when he sold most of his energy.  It does not have the torque of a producer.  It is a good way to play if you are not sure where the price is going.  You could hold it for the dividend.

oil/gas
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $15.730
Owned: Unknown

2017-10-31

PAST TOP PICK
Freehold Royalties (FRU-T)

(A Top Pick Feb 8/17. Up 27%.) A safer way of playing energy. Has been collecting a 4% yield. Volumes are picking up. The lands they are collecting royalties on, and with $50 oil, they’re starting to drill more, so royalty cheques are getting bigger. It was a safer way to play the rebound in energy. Still thinks it is undervalued and is a good holding.

oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price: $15.780
Owned: Yes

2017-09-27

PAST TOP PICK
Freehold Royalties (FRU-T)

(A Top Pick Dec 5/16. Up 11%.) An owner of royalty interests, primarily in Western Canada, the #2 player after PrairieSky (PSK-T). Thinks it is cheaper than PrairieSky and pays a better dividend. Expects it to go higher in the next year.

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $15.050
Owned: Yes

2017-09-15

PAST TOP PICK
Freehold Royalties (FRU-T)

(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%.

oil/gas
Dennis da Silva

Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.

Price: $14.150
Owned: Yes

2017-08-10

WEAK BUY
Freehold Royalties (FRU-T)

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.

oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price: $14.160
Owned: Yes

2017-08-01

TOP PICK
Freehold Royalties (FRU-T)

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.)

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $14.020
Owned: Yes

2017-06-27

PAST TOP PICK
Freehold Royalties (FRU-T)

(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.

oil/gas
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $12.830
Owned: Yes

2017-05-25

COMMENT
Freehold Royalties (FRU-T)

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

oil/gas
Douglas Kee

Chief Investment Officer, Leon Frazer & Associates

Price: $13.610
Owned: Yes

2017-05-15

TOP PICK
Freehold Royalties (FRU-T)

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)

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $14.010
Owned: Yes

2017-03-28

BUY
Freehold Royalties (FRU-T)

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.

oil/gas
Swanzy Quarshie

Portfolio Manager, Sentry Investments

Price: $13.350
Owned: Unknown

2017-02-14

BUY
Freehold Royalties (FRU-T)

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.

oil/gas
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $13.200
Owned: Yes

2017-02-08

TOP PICK
Freehold Royalties (FRU-T)

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.)

oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price: $12.560
Owned: Yes

2017-02-02

COMMENT
Freehold Royalties (FRU-T)

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. 

oil/gas
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment Management

Price: $13.020
Owned: Unknown

2016-12-06

COMMENT
Freehold Royalties (FRU-T)

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.

oil/gas
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price: $13.990
Owned: Unknown

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