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

Home

Daily Stock Opinions and Ratings

Chemtrade Logistics Income Fund (CHE.UN.TO)

16.29

+0.07 (0.43%)

as of Aug 6, 2026, 8:00:01 pm Market Open.

376 watching

Investor Insights

Aug 6, 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) is receiving positive attention from various experts, emphasizing its return potential and diversified chemical offerings. Many reviewers praise the company's focus on water treatment products, which ensures steady demand from municipalities, thus presenting it with lower risk. Its recent performance shows robust growth, with significant price increases attributed to improved earnings and strategic cost management. However, some analysts highlight historical volatility and high debt levels, indicating that investors should proceed with caution, particularly in a cyclical downturn. Overall, Chemtrade presents a compelling investment opportunity with good momentum and upcoming strategic prospects.

Consensus

Positive

Valuation

Undervalued

Similar

NovaNova,NOA

PAST TOP PICK

(A Top Pick Aug 9/11. Up 37.53%.) A lot of their business is long-term contract based with very big blue chip oil/gas and forestry companies. A little over 7% yield. Payout ratio is conservative had just over 50%.

Wealthica Track your Stocks in your Watch List

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.

Showing 136 to 150 of 183 entries

Most Recent Experts

Rebecca Teltscher

Newhaven Asset Management

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

Jerome Hass

Lightwater Partners

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].

Chemtrade Logistics Income Fund (CHE.UN.TO)