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TSE:CHE.UN

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
0
Investor Insights
star iconJun 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.

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Consensus
Buy
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Valuation
Undervalued
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DON'T BUY
Has had a number of concerns and problems in the last little while. Thinks those concerns are now gone. Exceeded expectations. Given the pull back in a lot of the business trusts, thinks there's very good returns available with higher quality names, so wouldn't buy.
BUY
Recently made some acquisitions of Peak Chemical and Peak Sular out of Texas and Louisianna. One facility in Texas was affected by the hurricane. At this price, it's a good buying opportunity.
TOP PICK
Got beaten up but have recently made a transaction and bought some chemical assets that at a very reasonable price. Payout ratio is acceptable. 10% yield.
DON'T BUY
Became concerned with the operating fundamentals of the company, so sold her holdings. Bit of a margin squeeze when the signed long term contracts with their customers at reduced prices to offset Asian competition. Also facing pretty significant raw material costs. Feels they will have a hard time maintaining their payout ratio.
HOLD
Has been in a downward trend. Faced some increased competition form Asia on one of their product lines as well as seeing some cost pressure increase. Margins were getting squeezed which gave some potential for a distribution cut, so they sold their holdings. Q1 numbers showed they were a little more solid than was expected. Things are starting to look a little more positive.
WEAK BUY
Concerned with competition coming out of China. Have signed relatively long term price agreements with their major customers to combat this. Some question on their ability to earn their distribution in the short term. 2006 there are some growth opportunities. Has come down enough that it might be worthwhile for a higher risk portfolio.
SELL
The sulpher business which is its main business is experiencing some competition from China and other international sulpher producers. Thinks it's going to have a tough time.
DON'T BUY
Last quarter has been a little more difficult for them. An announcement was made that a potential competitor was going to start a chemical plant, but doesn't see this as a big issue. Their last earnings statement was a little weaker than expected. On a longer term basis they should do OK. Fully valued now.
HOLD
Has sold off about 15% since the beginning of the year. Have experienced problems with costs, particularily caustic soda as well as increased competition from the Chinese and the SHS market. Now trading at a 10.5% yield which management says they can hold. At the current levels, he considers it a HOLD.
HOLD
Unit price has dropped about 10% because a perceived US competitor wanted to increase their production of sodium sulphate from 0 to 11% of North American production. Should they be successful, it could be a potential risk. No impact on product price yet. Pull back was too much.
HOLD
With the sell-off, it's becoming more attractive. The big drop on Wednesday was because of news out of the US that there was going to be a competitor in the market place on one of their products. Doesn't feel this a big concern. Should be pretty stable at this price.
DON'T BUY
One of North America's largest producers in sulfur dioxide and sulfuric acid. Will grow with the North American economy. Have good healthy cash flow. Expects some slowdown in the economy.
BUY
Likes the outlook for this trust. Have done a good job of making acquisitions. Some distribution increases have occurred.
TOP PICK
Could have further appreciation as it gets recognized. 9 1/2% yield. Had a difficult year but have been able to maintain their distributions.
TOP PICK
Expect gross and net margins to increase because of new acquisitions.
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