Chemtrade Logisitics Inc. (CHE.UN-T) Stock Predictions - Stockchase
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98
Chemtrade Logisitics Inc. (CHE.UN-T)

ON STOCKCHASE SINCE Apr 2002

manufactures sulphuric acid

investment companies/funds

Chemtrade Logisitics Inc. Chemtrade Logisitics Inc.
CHE.UN-T

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investment companies/funds

Chemtrade Logisitics Inc. (CHE.UN-T) SAVE

15.04

0.24 (1.62%)

Aug, 17, 2018, 12:00 am

OPINIONS

What the experts are saying about CHE.UN-T



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Signal Opinion Expert
BUY

An industrial supplier to municipalities.  It is more of a dividend stock.  It has moved down over the last year with other income oriented stocks.  It is a relatively small company.  It is pretty attractive here.  They are sensitive to general economic growth.  It got caught up with other income paying stocks.  Just tuck it away and don’t look at it too much.  The dividend looks sustainable, paid monthly.

investment companies/funds

An industrial supplier to municipalities.  It is more of a dividend stock.  It has moved down over the last year with other income oriented stocks.  It is a relatively small company.  It is pretty attractive here.  They are sensitive to general economic growth.  It got caught up with other income paying stocks.  Just tuck it away and don’t look at it too much.  The dividend looks sustainable, paid monthly.

investment companies/funds
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$15.350
Owned Owned
Unknown

BUY

It has its problems. The balance sheet debt is 4.3 times 2017 EBITDA. Smaller cap. 11% growth. Yield 7.8%. A good time to be buying it in taxable accounts.

investment companies/funds

It has its problems. The balance sheet debt is 4.3 times 2017 EBITDA. Smaller cap. 11% growth. Yield 7.8%. A good time to be buying it in taxable accounts.

investment companies/funds
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$15.290
Owned Owned
No

WEAK BUY

A decent business and a decent dividend payer.

investment companies/funds

A decent business and a decent dividend payer.

investment companies/funds
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$18.500
Owned Owned
No

COMMENT

A high dividend payer? A name that he might look at. It pays in the 5%-6% range. Sells chemicals to a number of different municipalities and industrial applications. Acquired Canexus last year. They are getting more margin on their product and the dividend is sustainable. He could see this getting up to $21-$22 plus a dividend yield on top of that.

investment companies/funds

A high dividend payer? A name that he might look at. It pays in the 5%-6% range. Sells chemicals to a number of different municipalities and industrial applications. Acquired Canexus last year. They are getting more margin on their product and the dividend is sustainable. He could see this getting up to $21-$22 plus a dividend yield on top of that.

investment companies/funds
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$19.050
Owned Owned
Unknown

COMMENT

This is a decent company for the long-term. Has a nice little income coming out of it, half income and half interest. Have done some very nice acquisitions. Highly economically sensitive on chemical pricing. He wouldn’t expect a whole lot from this, other than the income.

investment companies/funds

This is a decent company for the long-term. Has a nice little income coming out of it, half income and half interest. Have done some very nice acquisitions. Highly economically sensitive on chemical pricing. He wouldn’t expect a whole lot from this, other than the income.

investment companies/funds
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$17.430
Owned Owned
No

COMMENT

Industrial chemical business, and one he likes quite a bit. It has a good stable yield. It is also one of these yield stocks that doesn’t trade on the spread to the 10-year. They have a hostile takeover offer on Canexus (CUS-T), which will be accretive if they can get it. (See Top Picks.)

investment companies/funds

Industrial chemical business, and one he likes quite a bit. It has a good stable yield. It is also one of these yield stocks that doesn’t trade on the spread to the 10-year. They have a hostile takeover offer on Canexus (CUS-T), which will be accretive if they can get it. (See Top Picks.)

investment companies/funds
Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$17.970
Owned Owned
Yes

COMMENT

(Market Call Minute.) A good little company that is paying a good sustainable dividend. You are getting about a 6% distribution which is nice. Not a lot of catalysts for growth right now. They are talking about maybe buying Canexus (CUS-T). You buy it while there is not a lot of growth because that catalyst is going to come at some point.

investment companies/funds

(Market Call Minute.) A good little company that is paying a good sustainable dividend. You are getting about a 6% distribution which is nice. Not a lot of catalysts for growth right now. They are talking about maybe buying Canexus (CUS-T). You buy it while there is not a lot of growth because that catalyst is going to come at some point.

investment companies/funds
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$18.190
Owned Owned
Unknown

COMMENT

He used to hold this in one of his funds, more for the yield of 6.8%. Cheap on a Price to Book basis. A fairly stable stock. Price momentum has come off a bit, and he hopes that doesn’t continue, but will give it a little bit more time, just on the yield basis.

investment companies/funds

He used to hold this in one of his funds, more for the yield of 6.8%. Cheap on a Price to Book basis. A fairly stable stock. Price momentum has come off a bit, and he hopes that doesn’t continue, but will give it a little bit more time, just on the yield basis.

investment companies/funds
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$17.420
Owned Owned
Unknown

BUY

The chemical business isn’t a bank, so there is a little bit more risk and are more economically sensitive. He models a payout ratio of about 60% for 2017. Trading at about 6.1X 2016 estimated price to cash flow, versus 8.25 for a five-year average. Doesn’t really see any EBITDA growth for the next couple of years. You will just be getting paid the sustainable .8% dividend yield, which is okay.

investment companies/funds

The chemical business isn’t a bank, so there is a little bit more risk and are more economically sensitive. He models a payout ratio of about 60% for 2017. Trading at about 6.1X 2016 estimated price to cash flow, versus 8.25 for a five-year average. Doesn’t really see any EBITDA growth for the next couple of years. You will just be getting paid the sustainable .8% dividend yield, which is okay.

investment companies/funds
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$17.390
Owned Owned
Yes

BUY

This scores in the upper quartile for all 3 rankings, price momentum, valuation and volatility. Trading at 1.5X Book, 20X PE with a yield of 6.7%. A little heavy on the debt side, but seem to be able to cash flow that.

investment companies/funds

This scores in the upper quartile for all 3 rankings, price momentum, valuation and volatility. Trading at 1.5X Book, 20X PE with a yield of 6.7%. A little heavy on the debt side, but seem to be able to cash flow that.

investment companies/funds
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$18.000
Owned Owned
Yes

COMMENT

Likes this and the dividend, which he thinks is sustainable. Feels it is gaining some good ground back, so he stuck with it and will continue to hold it. A good, steady dividend payer and a well-run company.

investment companies/funds

Likes this and the dividend, which he thinks is sustainable. Feels it is gaining some good ground back, so he stuck with it and will continue to hold it. A good, steady dividend payer and a well-run company.

investment companies/funds
Michael Decter

President , Lawrence Decter Inve...

Price Price
$17.840
Owned Owned
Yes

COMMENT

Sulphur products and high performance chemicals. When the rules changed for income trusts in late 2006, this company went through the exercise of how much it would cost to change their structure, and decided to keep it the way it was. Have operations both in Canada and the US. Dividend yield of 6.9%.

investment companies/funds

Sulphur products and high performance chemicals. When the rules changed for income trusts in late 2006, this company went through the exercise of how much it would cost to change their structure, and decided to keep it the way it was. Have operations both in Canada and the US. Dividend yield of 6.9%.

investment companies/funds
Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$18.370
Owned Owned
Yes

PAST TOP PICK

(Top Pick Apr 20/15, Down 11.46%) It is in his income model.  It is a 5.5-6% dividend.  Longer term it is reasonably stable. 

investment companies/funds

(Top Pick Apr 20/15, Down 11.46%) It is in his income model.  It is a 5.5-6% dividend.  Longer term it is reasonably stable. 

investment companies/funds
Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$18.820
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Dec 18/15. Down 5.53%.) Still holding this in his income portfolio as the dividend is fantastic. However, Sold it out of his growth portfolio. On a long-term chart, the stock has come into a reasonable level.

investment companies/funds

(A Top Pick Dec 18/15. Down 5.53%.) Still holding this in his income portfolio as the dividend is fantastic. However, Sold it out of his growth portfolio. On a long-term chart, the stock has come into a reasonable level.

investment companies/funds
Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$15.770
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Feb 6/15. Down 22.98%.) Their base business was originally specialty performance chemicals around sulphur. About 2 years ago they made an acquisition in the US which got them into water treatment in a bigger way, as well as some specialty chemicals for the food and pharmaceutical industries. Had competition that was disrupting the market, which has been taken care of. Also, had some refineries that were having down time, reducing demand for some of their chemicals. Very well-run. Payout ratio of about 58% and are paying down debt with their cash flow. He continues to add to his position.

investment companies/funds

(A Top Pick Feb 6/15. Down 22.98%.) Their base business was originally specialty performance chemicals around sulphur. About 2 years ago they made an acquisition in the US which got them into water treatment in a bigger way, as well as some specialty chemicals for the food and pharmaceutical industries. Had competition that was disrupting the market, which has been taken care of. Also, had some refineries that were having down time, reducing demand for some of their chemicals. Very well-run. Payout ratio of about 58% and are paying down debt with their cash flow. He continues to add to his position.

investment companies/funds
Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$15.330
Owned Owned
Yes

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