TSE:WTE

Westshore Terminals Inc. (WTE.TO)

42.61
-0.23 (0.54%)
as of Jul 20, 2026, 8:00:00 pm Market Open.
134 watching
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Investor Insights
star iconJul 20, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Westshore Terminals Inc. (WTE-T) is currently experiencing significant uncertainty, particularly due to a proposed rail merger in the United States that could impact its operations. Experts express concerns that if shipping volumes are diverted to other ports, Westshore may face challenges. While some analysts believe the company will ultimately be fine, they recommend a cautious approach, advocating for a 'wait and see' strategy before making any investment decisions. The stock has shown volatility, bouncing within a defined range, but it offers a decent dividend yield, which may attract income-focused investors. Overall, the outlook is mixed, and it is advisable to monitor developments closely for clearer indications of future performance.

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Consensus
Cautious
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Valuation
Fair Value
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Cerrejon, CNU.TO
DON'T BUY
Has taken a thrashing because of coal prices. Need an economic turnaround to see improvement. May have some trouble with their 23.6% distribution.
BUY ON WEAKNESS
Coal distribution terminal in BC. A key piece of global infrastructure. No debt. Throughput is declining as a result of weak demand for metallurgical coal. Statistics of China indicate steel production is rising. Coal prices are being negotiated and use this as a point to Buy.
BUY
(Market Call Minute.) Expectations for lower coal prices and shipments are overdone.
BUY
Great infrastructure asset. No long-term debt. People are concerned a bit about the price of met coal but the price the stock has dropped is a very steep discount to that price. At this level he is a buyer. Thinks the 18% yield is already priced into the stock.
COMMENT
Basically dealing with a coal market. A lot of outstanding contracts for delivery that are far above spot prices so would expect to see a lot of that delayed. Nonetheless, it has to get through to the market so has to go through this terminal. Not sure if the 22.5% yield is sustainable so hasn't bought. Even if there is a cut, it could be worth it.
COMMENT
Coal prices are starting to come down, which is a factor because they have a portion of cash flows and override based on coal prices. They are the key coal terminal in Western Canada so it is a key infrastructure asset that a number of global investors would like to get their hands on. Longer-term, a good holding.
TOP PICK
Zero debt. In this credit environment, you want assets and companies that don't have a lot of debt. Largest coal terminal on North America's west coast.
BUY
Has been under pressure because metallurgical coal prices have been dropping. He is not too worried about this. Has an external management contract, which is a little bothersome but feels longer-term outlook for coal is good.
BUY
It's future very much fluctuates with the demand for coal, which has been very volatile lately. Over time, metallurgical coal is in demand and this company should do very well. Current price could provide an opportunity.
HOLD
(Market Call Minute.) The terminal where Fording (FDG.UN-T) and Teck Cominco (TCK.B-T) ship out their coal.
BUY ON WEAKNESS
(Market Call Minute.) Buy it under $16 a share.
BUY
Ranks 20 so it is in the top 5% of his model. Earnings expected to be $1.24 for the Dec/08 year-end, which is up 41% against a 16 P/E so you have about a .4 to growth. ROE of about 18%. This provides the opportunity to participate in the rising price of coal. Decent yield.
COMMENT
Has had a bit of a lift and is probably due to a rebound in the view of coal.
TOP PICK
This one had a real run up to early 2005, cooled off and now is starting to run up again. Buy because of the uptrend. The uptrend is steeper than the overall market.
HOLD
Benefiting from coal price negotiations going on now. Coal prices are expected to go up 25% to 40%. Not a fan of smaller coal exploration companies.
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