Recent Analysis BUY
Franco-Nevada Corp.
(FNV-T)
March 10, 2021
Allan Tong’s Discover Picks FNV has tumbled 37% (all figures from March 8) since its late-July peak of $222.15, which represents its third-deepest pullback in stock history. Earnings and cash flow score well above industry averages, though its PE of 79x is more than twice that industry average. That said, FNV’s ROE and ROI, both around 5%, fly well above its peers. Its 1% dividend yield is based on a 73% payout ratio, which is high for this sector. Read 3 Overdone and Oversold Stocks for our full analysis.
PRECIOUS METALS
Stockchase Discover
Price
$142.860
Owned
Yes
BUY
Franco-Nevada Corp.
(FNV-T)
March 8, 2021
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. One of the favourites in the gold sector. The company remains debt-free and has $466M in cash. 5i is comfortable owning it today.
PRECIOUS METALS
Stockchase Insights
Price
$138.010
Owned
_N/A
TOP PICK
Franco-Nevada Corp.
(FNV-T)
March 5, 2021
A royalty and resource investment company. They do not mine. Pioneers of the royalty business model. Prefers this model since it gives exposure to the company but insulates investors from the commodity and cost over-runs that is endemic in the industry. Well-diversified by operator, geography and commodity. The pullback is the third biggest in the business history and it is a great buying opportunity. (Analysts’ price target is $198.78)
PRECIOUS METALS
Brian Madden
Price
$137.420
Owned
Yes