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

ON STOCKCHASE SINCE Apr 2002

manufactures sulphuric acid

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Chemtrade Logisitics Inc.

CHE.UN-T

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Chemtrade Logisitics Inc. (CHE.UN-T) SAVE Dec, 14, 2018, 4:00 am

10.37 0.81 (7.25%)

What the experts are saying about CHE.UN-T



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Signal Opinion Expert
WEAK BUY
Industrials have been slammed and CHE just settled a lawsuit, so this will be punished until the final settlement. Balance sheet is merely okay. But this is cheap now. Safe, high dividend. They could sell assets to help their balance sheet. It's messy but you can buy it at these levels.
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Industrials have been slammed and CHE just settled a lawsuit, so this will be punished until the final settlement. Balance sheet is merely okay. But this is cheap now. Safe, high dividend. They could sell assets to help their balance sheet. It's messy but you can buy it at these levels.
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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$11.540
Owned Owned
Unknown

COMMENT
They have a $100-million lawsuit (because of a US acquisition) which will absorb their cash flow. They are highly levered, so this is bad news. Dividend is pushing 10% now; you can hold it for this. A bit risky.
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They have a $100-million lawsuit (because of a US acquisition) which will absorb their cash flow. They are highly levered, so this is bad news. Dividend is pushing 10% now; you can hold it for this. A bit risky.
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$11.430
Owned Owned
Yes

DON'T BUY

It is at a 23 PE and an 8.4% yield.  Earnings should decline 6.3% next year.  Earnings have been shaved by 7% in the last 90 days.  It is above average risk.

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It is at a 23 PE and an 8.4% yield.  Earnings should decline 6.3% next year.  Earnings have been shaved by 7% in the last 90 days.  It is above average risk.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$14.220
Owned Owned
Unknown

WEAK BUY

A very whippy stock, can trade down on little news. Litigation, maintenance issues, balance sheet is high. If there’s a recession, not a good place to be. Management is guiding to a much better second half. Thinks the yield of 7.8% is safe. A 59% payout ratio for 2019. As long as earnings are good, you’re fine. You can make money buying here.

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A very whippy stock, can trade down on little news. Litigation, maintenance issues, balance sheet is high. If there’s a recession, not a good place to be. Management is guiding to a much better second half. Thinks the yield of 7.8% is safe. A 59% payout ratio for 2019. As long as earnings are good, you’re fine. You can make money buying here.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$15.470
Owned Owned
Unknown

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.

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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.

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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.

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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.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$15.290
Owned Owned
No

WEAK BUY

A decent business and a decent dividend payer.

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A decent business and a decent dividend payer.

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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.

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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.

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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.

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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.

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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.)

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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.)

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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.

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(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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Michael Decter

President , Lawrence Decter Inve...

Price Price
$17.840
Owned Owned
Yes

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