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

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Chemtrade Logistics Income Fund (CHE.UN.TO)

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

DON'T BUY

Creates pulp chemicals and the pulp industry has not been vibrant for a number of years. Higher-cost producer than Canexus (CUS.UN-T). Too early to get into this type of security. 13.3% yield.

BUY

Management has guided that the 2nd half of 2007 will be better than the 1st half. Not very liquid.

DON'T BUY

A business trust that has a lot of moving parts to it and there are a lot of risks to a company like this such as foreign exchange, chemical risks, etc. Too much uncertainty.

DON'T BUY

Has concerns about input costs. High yield is a reflection of the markets concerns of its high payout ratio. There is danger of further distribution cuts. High debt.

PAST TOP PICK

(A Top Pick Jan 27/06. Down 13%.) Hurricane hit one of their plants last year so they had to undergo some downtime and raw material costs have gone up. Believes these issues are temporary. 14% yield is pricing in any risk factor.

DON'T BUY

Strong competition in the sodium chlorate area. Trading at some cheaper evaluations, but this is one you should be cautious on.

DON'T BUY

In the pulp chemical business. A good company but prefers the low-cost producer of Canexus (CUS.UN-T).

DON'T BUY

Plant had been damaged by Katrina but is now up and running. They expect some of their customer facilities in that area to still experience some disruptions in Q1. This company faces a number of challenges especially with pulp chemicals. Has been facing competition from China.

SELL

Have some exposure to the pulp/chemical side of the market but are covered by long-term contracts. A number of their other sides are facing issues.

DON'T BUY

Chemtrade Logistics was a fund that they used to hold in the portfolio. Sold because of operational concerns about this business. The company is facing challenges. Thdy have had some negative impacts due to the hurricane Rita. Cautious going forward.

HOLD

Has had a rough ride. Looks to have a fair amount of support at this level. Cut the distribution which had been expected. Their big problem has been their input costs. A volatile business. Probably not a lot of downside at this level. Would take some profit on any upside.

TOP PICK

Good price.

DON'T BUY

Has a spectacular history. Raised its distributions several times. Recently went into some chemicals that are destined for the paper industry but hurricanes destroyed refineries which cut off some raw materials. Yield of 11% indicates some concerns. Distributions are expected to be cut.

PAST TOP PICK

(A Top Pick Aug 12/05. Down 32%.) A classic margin squeeze. Their primary input costs is natural gas. Was looking for weaker gas prices. Don’t see a positive aspect until gas prices normalize.

DON'T BUY

Got out at this trust because of concerns of input costs. Had lots of problems with caustic soda. Also had problems on the east coast.

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Chemtrade Logistics Income Fund (CHE.UN.TO)