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

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Chemtrade Logistics Income Fund (CHE.UN.TO)

15.21

+0.10 (0.66%)

as of Aug 26, 2026, 8:00:00 pm Market Open.

376 watching

Investor Insights

Aug 26, 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 positive feedback from analysts for its stable water treatment business, and it's recognized for its solid dividend yield. Many experts highlight the company's strong capital allocation, recent share buybacks, and diversified product offerings that include essential chemicals for water treatment. The stock is noted for its potential to compound returns historically between 10-15% per year, with some predictions of significant growth in cash flow and share performance in the coming years. However, caution is advised given its cyclical nature and high debt levels, while the overall sentiment remains optimistic regarding its upcoming earnings and long-term strategy.

Consensus

Positive

Valuation

Fair Value

Similar

Nutrien, NTR

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.

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.

Showing 166 to 180 of 184 entries

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Chemtrade Logistics Income Fund (CHE.UN.TO)