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

Chemtrade Logistics Income Fund (CHE.UN.TO)

14.58

+0.17 (1.18%)

as of Sep 17, 2026, 1:31:54 pm Market Open.

375 watching

RISKY

Joint ventures in US to build out semis, and this will be an enduring theme. Macro environment is tough for a small cap. Balance sheet getting better, payout ratio and valuation not bad. For speculative money in a non-registered account, especially if no recession or a mild one. Try for under $7.

BUY

Not a blue chip, long-term holding. Doesn't work all the time. For a trade over the next 2-3 years, it could be a top pick. Benefits from US semi capacity, building a plant in Arizona. Litigation. Balance sheet better. Dividend very nice, well funded. Buy for dividend and upside. Yield north of 7%.

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)

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)

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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.

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Chemtrade Logistics Income Fund (CHE.UN.TO)