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

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Chemtrade Logistics Income Fund (CHE.UN.TO)

16.71

-0.04 (0.24%)

as of Jul 10, 2026, 8:00:00 pm Market Open.

376 watching

Investor Insights

Jul 11, 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-T) has shown positive momentum in recent times, with experts highlighting its diversified chemical offerings and focus on essential services such as water treatment for municipalities, which reduces investment risk. The company has seen significant stock appreciation, climbing 55% and 65% in different reviews, reflecting favorable market sentiment. It holds a strong yield and a manageable valuation, generally trading at lower multiples compared to peers, while still being regarded as a company with solid growth prospects due to its recent restructuring and performance improvements. With ongoing initiatives like share repurchases and investments into the water treatment sector, analysts advise cautious optimism moving forward, even while noting the cyclical risks associated with the industry. Overall, there is a sense of increased confidence in the company's future potential despite its historical volatility.

Consensus

Buy

Valuation

Undervalued

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TOP PICK

It was probably mismanaged, but the new manager is turning the company around. They cut the dividend 2-3 times, now paying 8%, though it may fall to 6% next year as the stock itself rises 25-30%. The street targets as high as $12. One business is hydrochloric acid, used in oil, so this business should pick up. Nice cash flow. (Analysts’ price target is $9.39)

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COMMENT

A lot of bad things like lawsuits have happened to CHE and it fell out of favour. It pays a good dividend, but it isn't totally safe. Don't hold in a registered account, in case you suffer a loss. [Note: audio problems]

RISKY

A tough names. Has had problems with the underlying commodities. There is a fear of a glut of caustic acid coming to market. The story does not seem to be turning around. There is promise in 2 quarters. The dividend is not secure if business does not turn around. Could take a shot in a taxable account and you'll do okay probably.

DON'T BUY

135% payout ratio, not sustainable. But if business returns, as he thinks it will, payout ratio will go down to 62%. Real problem is balance sheet. Need to focus on asset sales. Has upside, but pretty risky. Better yield stories elsewhere.

BUY

He owns the convertible debentures. It is a speculative position. They should be able to withstand this.

DON'T BUY

Analysts have really pulled back their earnings estimates. You might want to look at other companies. (Analysts’ price target is $9.70)

DON'T BUY

He does not like really high yielding companies. Often it is a signal that something is wrong -- it is just too risky. He would avoid it. Yield 13.5%

DON'T BUY

Market is saying dividend is not sustainable. Fair amount of debt. Payout ratio 100% plus. Its commodities are not doing well. Hurt by issues with fracking and in China. Yield is 13%.

DON'T BUY

Disappointing. If one chemical was working, another wouldn't. He got worn out by disappointment and sold. CHE is tied to the pulp and paper industry which has had a rough ride. Rail shutdowns won't help. Not sure if they can sustain their dividend. Pays a 14% dividend.

DON'T BUY

The book value is going to keep on falling. They pay out $1 more in terms of equity, then the balance sheet falls in the coming year. They would have to make up a lot of ground in terms of earnings. Their balance sheet is okay but they are paying out too much.

WATCH

Safe dividend? 78% payout ratio, conservative. He's about to buy this. They had a rough 2018, and the dividend could be cut. Their pricing power if improving. It's made a rounded bottom, but $12 would confirm a trend. It's performed well during current volatile markets.

BUY

Chemical stocks have strong seasonality from late-January to early-May, based on seasonal demand. The chart shows higher lows as it approaches $12. This looks good.

BUY

The 10.8% dividend is safe, based on its cash flow. The chart looks interesting--free cash flow positive and growing by 9% into 2020. Cash flow has grown 106% in the past year. Has a $12 price target, or 19% upside.

BUY

It has been going up for 8 months after a downtrend. He is looking at it. He likes the business. It is a pro-cyclical, industrial. He expects an acceleration after $12 up to $16. If the market corrects it could come back to $10. It has a nice dividend.

BUY

Owns it and been buying more of it. Cash flow is right in line with the dividend so there is no excess cashflow. They met multiple times with the company and management said they are going to maintain the dividend. Thinks the stock will gradually recover and meanwhile you are getting a dividend north of 10%. High risk in their income growth portfolio.

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Chemtrade Logistics Income Fund (CHE.UN.TO)