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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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PARTIAL BUY
Pays almost a 12% dividend, but it's safe. It's a big holding for him. They got hit with a lawsuit attached to a lawsuit that they settled at a lot more than they expected, so they took a hit. He's been buying as the stock price has declined. Payout ratio is only 70% but debt is high, which they will eventually pay down. It's good to average down here.
COMMENT

Higher risk play. It could be a good opportunity. In Q2, they beat expectations. They’re selling some assets to bolster their balance sheets and fund their distribution. Their 2019-2020 forward statement was good. Their pay out is at 126% at 10% dividend that’s not sustainable. Their pay out ratio looks to be more reasonable next year. If there isn’t a recession, it’s a good name to own. We’ve seen that money flows out of technology to value areas like this.

BUY
It is up nicely. It is coming from a downtrend over the longer term. He would hang onto it and buy some if you don’t own it.
WATCH
Likes looking at the long term chart for this. We’re back to 2010 levels right now. These things popular then unpopular. It’s momentum people getting out of it. It’s now news driven, Wouldn’t sell it, but would buy it. The last bounce is positive. Short term, the resistance would be around $12.
WEAK BUY
Has had a bit of a tough time in the last couple years. The dividend looks safe. There is significant risks if there is a recession, as it is in industry. If we see a recession, the dividend could be cut. Could see some volatility in the future.
DON'T BUY
The stock ranks #528 out of 700 stocks. The payout is 127%, so it is not likely sustainable. Earnings expected to drop by 80% this year. Over-priced at this point. Yield 12%
WATCH
Too late to trade, because it's dropped $10. The risk is on the upside. Keep a tight leash on this, because it could fall further. If it doesn't spike up soon, then bite the bullet and sell.
TOP PICK
This is more speculative. A legacy legal issue cost them more money than expected which is jeapordizing the yield. All the bad news has been priced in and they should reduce the debt in coming months. The yield should climb to 8%. (Analysts’ price target is $11.88)
DON'T BUY
The market likes a high dividend, but he does not know how long they will maintain the dividend -- especially with this high debt level. Do not go close to this one. Yield 12.8%
DON'T BUY
The dividend is not safe, though it will be maintained. They've had litigation charges and small-caps overall have done poorly in Canada. They also have a lot of leverage. This stock has been hammered till its cheaper than its three-year average. He sees a 13% growth rate. Their payout ratio is 125%, but will be 69% in 2020. If managers are correct about its predictions, you can hold this, but if not, this is risky.
RISKY
As a trader, he likes it. But if he owned it, he doesn't. Broken down so badly, back to 2010 levels. It's news driven. Risk/reward is good. Nothing technically that says to buy it. You can try it, but keep it on a very short leash.
SELL
It has not done a good job in the last year and half in guiding the street and executing on what they said they would do. He used to own it. You should play it through their bonds but not the equity.
HOLD

They had a lot of operational problems. The value of the stock is way overdone here. Very illiquid stock.

HOLD
It has a 6-7% dividend and was paying out all its money as an income trust. In the US they made an acquisition with a law suit attached. It has plummeted. They believe it is a year's worth of cash flow in fees for this suit. There is a risk of a dividend cut in the future but it is safe right now. He has confidence in it, even if they cut the dividend.
TOP PICK
It's one of the few remaining income funds. They've paid $1.20 dividend since 2007, monthly. They had a tough 2018 with issues in a subdivision. They have a payout ratio of 62-90%. Pays a secure 12% dividend. Their strong management can turn things around. (Analysts’ price target is $12.38)
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