Freehold Royalties Ltd T.FRU

Analyst Recommendation

[retiredcf]

In the last minute of the clip, he's asked which energy companies he likes - FRU is one of them. GLTA

As earnings season closes, so will the euphoria to buy: Mike Vinokur

It’s the final countdown, and a market pullback is imminent, that’s according to Mike Vinokur, portfolio manager at MV Wealth Partners with iA Private Wealth. He joined BNN Bloomberg to discuss his market outlook and says now’s the time to increase exposure to the energy track and infrastructure equities. 

https://www.bnnbloomberg.ca/video/as-earnings-season-closes-so-will-the-euphoria-to-buy-mike-vinokur~2865703

[JoeBravo1]

Thanks for that link retiredcf. It was a balanced interview.  I think his view on Freehold was solid.  It's a boring royalty company, but it's consistent and has some solid investors. Dividend is quite safe, but the gains I'm not sure of.  They'll need to do something to spice things up, like good results and maybe a dividend increase, IMO.

[JoeBravo1]

If CNR is satisfied with $13.69, so am I at this point.  Not sure what they mean by Compensation for Services though.   Issuer Name: Freehold Royalties Ltd. Insider Name: Canadian National Railway Company, Administrator of the CN Pension Trust Funds Stock Symbol: FRU Issuer Number: 00030976 Date of filing: 2024-01-02-10:03:22 Insider Number