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

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.

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.

Showing 61 to 75 of 184 entries

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Chemtrade Logistics Income Fund (CHE.UN.TO)