Chemtrade Logisitics Inc. | StockChase
96
Chemtrade Logisitics Inc. (CHE.UN-T)

Last Price Recorded: $19.4900 on 2017-11-17

ON STOCKCHASE SINCE Apr 2002

manufactures sulphuric acid

investment companies/funds

Chemtrade Logisitics Inc.


Signal Opinion Expert

2017-08-23

WEAK BUY
Chemtrade Logisitics Inc. (CHE.UN-T)

A decent business and a decent dividend payer.

investment companies/funds
Douglas Kee

Chief Investment Officer, Leon Frazer & Associates

Price: $18.500
Owned: No

2017-04-11

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

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 Wealth Advisor, ScotiaWealth Management

Price: $19.050
Owned: Unknown

2016-11-02

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

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 of Research, 5i Research Inc.

Price: $17.430
Owned: No

2016-10-18

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

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 DiGregorio

Portfolio Manager, Canoe Financial

Price: $17.970
Owned: Yes

2016-09-23

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

(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 & Portfolio Manager, Scotia Wealth Management

Price: $18.190
Owned: Unknown

2016-09-02

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

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-Founder, Edgehill Patners

Price: $17.420
Owned: Unknown

2016-06-17

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

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 & Portfolio Manager, Scotia Wealth Management

Price: $17.390
Owned: Yes

2016-06-03

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

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-Founder, Edgehill Patners

Price: $18.000
Owned: Yes

2016-05-25

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

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 & CEO, Lawrence Decter Investment Counsel

Price: $17.840
Owned: Yes

2016-05-04

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

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, CFA

Senior Vice-President, Sentry Investments

Price: $18.370
Owned: Yes

2016-04-18

PAST TOP PICK
Chemtrade Logisitics Inc. (CHE.UN-T)

(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 Manager, ValueTrend Wealth Management

Price: $18.820
Owned: Yes

2016-02-02

PAST TOP PICK
Chemtrade Logisitics Inc. (CHE.UN-T)

(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 Manager, ValueTrend Wealth Management

Price: $15.770
Owned: Yes

2016-01-22

PAST TOP PICK
Chemtrade Logisitics Inc. (CHE.UN-T)

(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, CFA

Senior Vice-President, Sentry Investments

Price: $15.330
Owned: Yes

2016-01-21

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

Q4 is going to be slow for them. They are having larger than normal every 5 year upgrades. This is a chemical company in a tough time, but they do have a stable resilient business model, backed by risk sharing agreements. Pretty good products and good geographical distribution. He sees a low payout ratio of 55%.

investment companies/funds
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $14.950
Owned: Unknown

2015-12-18

TOP PICK
Chemtrade Logisitics Inc. (CHE.UN-T)

(A Top Pick Nov 19/15. Down 5.37%.) This is a pretty defensive stock. He tends to like this anywhere from $15-$16 and it has a pretty strong technical resistance point around the $20-$21 point. Has very long support at around $15-$16. It is in the range where it tends to bounce off, and he expects it to get in the $20 area and he will Sell. Has about a 7% yield.

investment companies/funds
Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $16.940
Owned: Yes

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