Canexus Corp (CUS-T) Stock Predictions - Stockchase
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Canexus Corp (CUS-T)

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Canexus Corp

CUS-T

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Canexus Corp (CUS-T) SAVE Dec, 31, 1969, 7:00 pm

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SELL
Canexus Corp(CUS-T) 

August 16, 2017

This has had tremendous momentum in revenue growth and sales growth. Provides logistics software to large multinational companies to help them manage delivery of product to customers. In a company that has had high momentum, if you disappoint you get punished. It appears Samsung is not going to continue to pay for their product. If you own, use its recent strength as an exit.

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This has had tremendous momentum in revenue growth and sales growth. Provides logistics software to large multinational companies to help them manage delivery of product to customers. In a company that has had high momentum, if you disappoint you get punished. It appears Samsung is not going to continue to pay for their product. If you own, use its recent strength as an exit.

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David Burrows

President , Barometer Capital Ma...

Price Price
$1.640
Owned Owned
Unknown

COMMENT
Canexus Corp(CUS-T) 

October 21, 2016

Trying to be taken over by Chemtrade (CHE.UN-T), and has had all sorts of problems. It will survive if it has to go alone.

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Trying to be taken over by Chemtrade (CHE.UN-T), and has had all sorts of problems. It will survive if it has to go alone.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$1.530
Owned Owned
Unknown

TOP PICK
Canexus Corp(CUS-T) 

October 18, 2016

*Debenture D 6.5%*. (A little bit worried about the markets in the short term, and wants to give viewers some things that won’t have too much downside if the market trades down.) You want to move up the capital structure sometimes. This debenture is trading at $0.97 on the dollar. There is a hostile takeover in the works by Chemtrade (CHE.UN-T), and if it goes through there is a “change of control” provision which puts it up to Par, plus you get your 6.5% while you wait.

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*Debenture D 6.5%*. (A little bit worried about the markets in the short term, and wants to give viewers some things that won’t have too much downside if the market trades down.) You want to move up the capital structure sometimes. This debenture is trading at $0.97 on the dollar. There is a hostile takeover in the works by Chemtrade (CHE.UN-T), and if it goes through there is a “change of control” provision which puts it up to Par, plus you get your 6.5% while you wait.

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Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$1.510
Owned Owned
Yes

COMMENT
Canexus Corp(CUS-T) 

July 27, 2016

Owns this in his “growth” portfolio. The stock has started to accelerate again. It has basically been building a base. Trading at about 40X earnings, so is very expensive and probably scares a lot of people off. Have been growing earnings at about 40% a year, so from a price earnings to growth ratio, you are paying a reasonable valuation. However, if there’s any type of hiccup the stock will sell off.

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Owns this in his “growth” portfolio. The stock has started to accelerate again. It has basically been building a base. Trading at about 40X earnings, so is very expensive and probably scares a lot of people off. Have been growing earnings at about 40% a year, so from a price earnings to growth ratio, you are paying a reasonable valuation. However, if there’s any type of hiccup the stock will sell off.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$1.260
Owned Owned
Yes

TOP PICK
Canexus Corp(CUS-T) 

April 25, 2016

A chemical company. Waiting for approval of a merger with Superior Plus (SPB-T). This is an all share deal. Once the regulators approve this, shareholders will end up with .135 shares of superior for each share they own. Trading at a 15% discount right now. Thinks there is huge upside synergies once the 2 companies are merged. Dividend yield of 2.84%.

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A chemical company. Waiting for approval of a merger with Superior Plus (SPB-T). This is an all share deal. Once the regulators approve this, shareholders will end up with .135 shares of superior for each share they own. Trading at a 15% discount right now. Thinks there is huge upside synergies once the 2 companies are merged. Dividend yield of 2.84%.

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Paul Tepsich

Portfolio , High Rock Capital Ma...

Price Price
$1.400
Owned Owned
Yes

COMMENT
Canexus Corp(CUS-T) 

December 11, 2015

It is hard to believe that shareholders won’t agree to the takeover by Superior Plus (SPB-T). This is clearly a broken company, but with very good assets.

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It is hard to believe that shareholders won’t agree to the takeover by Superior Plus (SPB-T). This is clearly a broken company, but with very good assets.

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Andrew Hamlin

VP & Portf, Aston Hill Financial...

Price Price
$1.160
Owned Owned
Unknown

COMMENT
Canexus Corp(CUS-T) 

November 26, 2015

When there is a takeover, there is deal risk.  It could fall through.  Sometimes the regulator intervenes.  There is some talk that they may have too large a share of some chemicals in some markets.  Some assets might have to be sold including one of the lowest cost production facilities of sodium chloride.

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When there is a takeover, there is deal risk.  It could fall through.  Sometimes the regulator intervenes.  There is some talk that they may have too large a share of some chemicals in some markets.  Some assets might have to be sold including one of the lowest cost production facilities of sodium chloride.

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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$1.270
Owned Owned
Yes

COMMENT
Canexus Corp(CUS-T) 

February 6, 2015

A chemical company. Had excess land in Alberta, where they decided to build a rail terminal connection. Spent a lot of money and there were huge costs overruns. With the drop in crude and more building of crude by rail terminals, he doesn’t expect they will get the price that they were hoping for. There is some value on their chemical assets that could either be bought by a strategic buyer or private equity. Debt levels are still too high so you are looking at a possible dividend cut. Dividend yield of 13.9%.

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A chemical company. Had excess land in Alberta, where they decided to build a rail terminal connection. Spent a lot of money and there were huge costs overruns. With the drop in crude and more building of crude by rail terminals, he doesn’t expect they will get the price that they were hoping for. There is some value on their chemical assets that could either be bought by a strategic buyer or private equity. Debt levels are still too high so you are looking at a possible dividend cut. Dividend yield of 13.9%.

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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$2.920
Owned Owned
No

DON'T BUY
Canexus Corp(CUS-T) 

January 14, 2015

Likes their NATO project. Because they had the expertise to put chemicals on rail, he thought that building a terminal to put oil on rail would be within their capacity. Several bad things happened. CapX blew out on their NATO terminal and ended up spending a lot more than they had planned, so it became a very expensive project that was delayed. Also, the margins on the chemical business didn’t come back the way they thought they would. These 2 things caused them to put NATO up for sale, and he thinks the prospect of someone buying this for what they have in it, are greatly diminished by recent events in the oil patch. Doesn’t think the dividend is safe.

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Likes their NATO project. Because they had the expertise to put chemicals on rail, he thought that building a terminal to put oil on rail would be within their capacity. Several bad things happened. CapX blew out on their NATO terminal and ended up spending a lot more than they had planned, so it became a very expensive project that was delayed. Also, the margins on the chemical business didn’t come back the way they thought they would. These 2 things caused them to put NATO up for sale, and he thinks the prospect of someone buying this for what they have in it, are greatly diminished by recent events in the oil patch. Doesn’t think the dividend is safe.

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Michael Decter

President , Lawrence Decter Inve...

Price Price
$2.510
Owned Owned
No

PAST TOP PICK
Canexus Corp(CUS-T) 

November 18, 2014

(A Top Pick Oct 4/13. Down 44.92%.)  At the time this was a Top Pick, it was a great Canadian growth story, but when you miss the mark this badly, there is clearly something wrong. Thinks management has done a fantastic job of eroding capital and shareholder value. Have laden the balance sheet with a tremendous amount of debt.

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(A Top Pick Oct 4/13. Down 44.92%.)  At the time this was a Top Pick, it was a great Canadian growth story, but when you miss the mark this badly, there is clearly something wrong. Thinks management has done a fantastic job of eroding capital and shareholder value. Have laden the balance sheet with a tremendous amount of debt.

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Andrew Hamlin

VP & Portf, Aston Hill Financial...

Price Price
$3.720
Owned Owned
No

DON'T BUY
Canexus Corp(CUS-T) 

November 7, 2014

A chemical company that has built an “oil to rail” terminal called NATO, which has had stupendous cost overruns, and they are trying to sell it. Stock has collapsed from $9-$10. Feels they are 1) going to cut their dividend, probably early next year and 2) will sell their NATO terminal, but it may be for less than what it cost them to build. This is one to avoid. He is more interested in who buys their terminal.

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A chemical company that has built an “oil to rail” terminal called NATO, which has had stupendous cost overruns, and they are trying to sell it. Stock has collapsed from $9-$10. Feels they are 1) going to cut their dividend, probably early next year and 2) will sell their NATO terminal, but it may be for less than what it cost them to build. This is one to avoid. He is more interested in who buys their terminal.

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Michael Decter

President , Lawrence Decter Inve...

Price Price
$3.600
Owned Owned
No

COMMENT
Canexus Corp(CUS-T) 

October 31, 2014

3-year chart is showing a break down.

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3-year chart is showing a break down.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$3.870
Owned Owned
Unknown

SELL
Canexus Corp(CUS-T) 

October 27, 2014

One of the low-cost sodium, chlorate and alkali producers, which is used mainly in the pulp and paper business, as well as the treatment of water. They have a small division called North American Terminals Operation, which is involved in the loading of oil into tank cars. They just lost a contract which will reduce the utilization rate by 40%, and will hit the earnings. Debt is way out of whack relative to equity. Yield of nearly 11%, and is going to go down.

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One of the low-cost sodium, chlorate and alkali producers, which is used mainly in the pulp and paper business, as well as the treatment of water. They have a small division called North American Terminals Operation, which is involved in the loading of oil into tank cars. They just lost a contract which will reduce the utilization rate by 40%, and will hit the earnings. Debt is way out of whack relative to equity. Yield of nearly 11%, and is going to go down.

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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$3.780
Owned Owned
No

DON'T BUY
Canexus Corp(CUS-T) 

September 25, 2014

Challenged over the last months with execution problems and executive changes.  Be cautious on this name.  When yields are high in this space it is for a reason.  She thinks the market will shift to higher quality names.

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Challenged over the last months with execution problems and executive changes.  Be cautious on this name.  When yields are high in this space it is for a reason.  She thinks the market will shift to higher quality names.

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Michele Robitai

Portfolio , Guardian Capital...

Price Price
$4.670
Owned Owned
Unknown

DON'T BUY
Canexus Corp(CUS-T) 

September 10, 2014

They have a collection of pretty decent businesses. His issue is that they carry too much debt leverage. This will continue to be a pretty volatile name until they deleverage a little. The slightest downturn can really hurt them. The previous CEO got fired as a result of the rail terminal. Long term there is a great opportunity in developing the rail terminals for oil, but this was a new area for them. Put in a lot of capital spending to develop it and had a high leverage to begin with. New CEO will probably sell one of the businesses which will be interesting. Too risky.

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They have a collection of pretty decent businesses. His issue is that they carry too much debt leverage. This will continue to be a pretty volatile name until they deleverage a little. The slightest downturn can really hurt them. The previous CEO got fired as a result of the rail terminal. Long term there is a great opportunity in developing the rail terminals for oil, but this was a new area for them. Put in a lot of capital spending to develop it and had a high leverage to begin with. New CEO will probably sell one of the businesses which will be interesting. Too risky.

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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$5.050
Owned Owned
No

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