Canexus Corp (CUS.TO) Buy, Sell or Hold

Canexus Corp (CUS.TO)

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TOP PICK

Sodium Chloride prices have not gone up much and are just starting. (For pulp and paper.) 7.6% yield. Has 3 years of tax losses.

TOP PICK

Chemical company. Expecting a cyclical recovery so their chemicals will benefit.

DON'T BUY

Creates pulp chemicals and the pulp industry has not been vibrant for a number of years. Lower-cost producer than Chemtrade (CHE.UN-T). Too early to get into this type of security.

BUY

Good management team. Solid ownership backing behind it. Prospects are going to look better over the next 12 months. Factories are being taken down in North America, which should help from the supply side. Also have some wonderful opportunities in South America, which will be the primary pulp and paper producer for the planet. 11% yield should be safe.

WATCH

In chemical manufacturing business. U.S dollar driving its price down. Highly leveraged play on U.S dollar. For those with strong stomach for volatility.

COMMENT

Provide crucial chemicals to the pulp and paper industry. Just came out with very poorer numbers, but a lot of them were one-time items. Excellent assets and best cost structure in the industry. 15% distribution, which he wouldn't mind seeing cut in order to maintain good cash flow.

COMMENT

Very exposed to the Cdn$, which has had a negative effect on the price. This is the low-cost operator within their space, because of their access to very cheap power.

BUY

In the pulp/chemical business. Has an advantage over its peers as its plants are located in areas with very low power costs.

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BUY

Has had tremendous underperformance because of the volatility of the sodium chlorate market. They will not have the problems of other companies as their plants have access to cheap power.

BUY

A low cost producer of pulp chemicals in a market that is contracting. Likes this company.

DON'T BUY

Has been hit when a number of pulp/paper mills have been shut down as they have been the supplier of sodium chlorate. Their big advantage is electricity costs. The price of sodium chlorate has remained relatively firm. There is a huge overhang because of the 61% ownership by Nexun.

BUY

One of their main products, caustic soda, is doing quite well. One of the lowest cost producers. Good price.

BUY

A spinout of the chemicals division from Nexen (NXY-T). A good model for the income trust, because of their significant market share in the business. Coming out at a fairly high payout ratio, mid 90%'s, and believes this will go down. A low cost provider. Electricity is a big part of their costs and they are one of the lowest cost producers.

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Canexus Corp (CUS.TO)