TSE:CHE.UN

Chemtrade Logistics Income Fund (CHE.UN.TO)

16.71
-0.04 (0.24%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
376 watching
0
Investor Insights
star iconJul 11, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Chemtrade Logistics Income Fund (CHE.UN-T) has shown positive momentum in recent times, with experts highlighting its diversified chemical offerings and focus on essential services such as water treatment for municipalities, which reduces investment risk. The company has seen significant stock appreciation, climbing 55% and 65% in different reviews, reflecting favorable market sentiment. It holds a strong yield and a manageable valuation, generally trading at lower multiples compared to peers, while still being regarded as a company with solid growth prospects due to its recent restructuring and performance improvements. With ongoing initiatives like share repurchases and investments into the water treatment sector, analysts advise cautious optimism moving forward, even while noting the cyclical risks associated with the industry. Overall, there is a sense of increased confidence in the company's future potential despite its historical volatility.

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Consensus
Buy
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Valuation
Undervalued
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TOP PICK
They provide industrial chemicals, primarily based around sulphur, such as sulphuric acid and liquid sulphurs dioxide. They provide sulphur for mediation services. Nice dividend of about 7.8%. Payout ratio is about 65%.
PAST TOP PICK
(Top Pick Dec 1/11, Up 15.94%)
COMMENT
Great leverage to rising sulphur prices. Manufacturers sulphuric acid. Made a very accretive acquisition in Marsulex. Fairly valued at these levels. Great name to own on pullbacks. If you own, take some profits and wait for a pullback to get back in. Likes it at the $9-$10 level. You could also consider Canexus (CUS-T) which has an NAV of about $10.
DON'T BUY
His frustration is that the financial statements don’t lend themselves to a lot of analysis. It’s not a sell, but he recommends staying away.
TOP PICK
Produces and distributes industrial chemicals. Also acquired another company this year. Have very long-term contracts with a lot of blue-chip Canadian resource companies. Not a lot of commodity price risks. About 8% distribution yield with a fairly low payout ratio.
TOP PICK
Very big drop in October but has recovered. You buy this for the yield and stability. Sell below $13.40.
TOP PICK
One of the few legacy income trusts so it still has a tax advantage. Also, the chemical commodity in which it deals is still rising. 8.5% yield.
TOP PICK
Industrial chemicals, mainly sulphuric acid and its by-products. Have grown about 14% a year. Yield of about 9%. 60%-70% payout ratio.
TOP PICK
Chemicals and they recently acquired an environmental services company. Good place to hide in a choppy market. Still structured as an income trust with payout of about 65% of cash flow. Safe 8.8% yield.
DON'T BUY
Acquiring Marsulex (MLX-T). All these income trusts will become common corporations in a year or two. Not a particularly transparent company. You get a revenue line and a profit line but not much else. He doesn’t want an opaque company when there are so many good transparent ones out there.
BUY
One of the few income trusts that has 80%+ of income outside of Canada so is not affected by change in income trust rules. Longer term, this has a great yield. You’ll do fine with this. They missed earnings so he got out (his policy).
BUY
Sulfur processing and distribution. Good company and solid management. Decent dividend and expect there will be growth as well.
BUY ON WEAKNESS
In sulfur which is needed to convert fertilizer. Sulfur inventories have been going down so there is a big demand. Feels the 8.3% dividend is sustainable. Valuation is a little stretched so he is waiting for a pullback.
PAST TOP PICK

(Top Pick Nov 4/10, Up 8.69%) A straight long choice. The numbers just keep going higher.

TOP PICK
Exposed to fertilizer. Makes sulfuric acid. Yield above 10%. It will not be taxed when income tax holiday ends next year.
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