Chemtrade Logistics Income Fund (CHE.UN.TO)…

Home

Daily Stock Opinions and Ratings

Chemtrade Logistics Income Fund (CHE.UN.TO)

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

16.00

-0.34 (2.08%)

as of Jun 16, 2026, 8:00:00 pm Market Open.

376 watching

Investor Insights

Jun 16, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Chemtrade Logistics Income Fund (CHE.UN) has garnered attention from analysts due to its diverse portfolio of chemical products, particularly for water treatment, which provides relative stability as demand from municipalities remains steady. Despite the company's past challenges, recent improvements and strategic initiatives have led to a stronger outlook, with EPS beating expectations and a solid dividend yield. Experts highlight the company's good performance over the past year, with some encouraging signs of sustained growth and a potential for further stock appreciation. However, some analysts caution about high debt levels and the cyclical nature of the business, suggesting a watchful stance as market conditions evolve. Overall, the sentiment leans towards optimism, yet with an emphasis on careful monitoring of market movements and potential risks ahead.

Consensus

Buy

Valuation

Undervalued

Similar

Nutrien, NTR

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.

Showing 136 to 150 of 182 entries

Most Recent Experts

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Keith Richards

ValueTrend Wealth Management

Joe Terranova

Virtus Investment Partners

Stephen Weiss, Founder, Short Hills Capital Partners

Short Hills Capital Partners

Rob Sechan, Managing Partner, New Edge Capital

New Edge Capital

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

Chemtrade Logistics Income Fund (CHE.UN.TO)