TSE:CHE.UN

Chemtrade Logistics Income Fund (CHE.UN.TO)

16.54
-0.12 (0.72%)
as of Jun 2, 2026, 8:00:00 pm Market Open.
377 watching
0
Investor Insights
star iconJun 2, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Chemtrade Logistics Income Fund (CHE.UN) has received positive reviews from various experts who recognize its strong performance and potential for future growth. The company operates within a diversified sector, catering primarily to essential services such as wastewater and drinking water treatment, making it less risky amid market fluctuations. Analysts note its recent upward trajectory and improved earnings, with expectations for further growth driven by strong cash flow and strategic restructuring under new management. However, concerns about the cyclical nature of its business, high debt levels, and market volatility persist. Overall, the company appears well-positioned for continued success over the next several years as it navigates current economic conditions.

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Consensus
Buy
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Valuation
Undervalued
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Most recent Opinions go here

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PAST TOP PICK
(A Top Pick Jul 28/25, Up 55%)

Has a diversified mix of chemicals. Its products treat drinking and waste water which makes it lower risk since it sells to municipalities. People need good water. It tends to trade at higher multiples and is starting to be picked up by the rest of Bay Street. Has another good 5 years for its strategy.                                                                                                                                    

BUY

Some competition, but its specialty is highly caustic acids really needed for chip manufacturing. Recent runup due to Iran war, as a lot of sources have been cut off. His long-term outlook is favourable. 

Attractive valuation, fairly good discount to peers.

HOLD
Recent wild swings daily of 3% up and down.

It's hard to read much into trading over the holiday weeks. Everyone's back this week, but just getting into the swing of things. People are rebalancing their portfolios, making changes, doing tax-loss selling. It's generally a time of thinner trading, which exaggerates the trades.

By the end of the month, you should get a better read on what's going on.

WATCH
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

CHE.UN is getting its act together and is up 35% this year. It is now 14X earnings, with a yield of 4.7%. It has cut its dividend in the past and it is a cyclical company. Historically, it has not done well, but it has fixed some cost issues and prices for its products have improved. Very strong growth is now forecast for 2026. Cash flow is good. It looks better than it has for some time, but there are risks here. Debt is high, and in a cyclical downturn investors may sell it off. But today it looks decent.
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PAST TOP PICK
(A Top Pick May 29/24, Up 65%)

He entered low and paid a high dividend. Would still but it today.

WEAK BUY

Likes the chart for its step pattern--a rally, then holds, then rallies, holds, rallies. Now, it should hold around $13 and could hold there long-term.

WATCH

Seemed to beat expectations when it just reported. Trading off a bit today. Really outperformed this year in terms of guidance. However, has had tailwinds from commodities and those can reverse. On his radar, will do some work on it. Be cautious after the run it's had.

WATCH
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Chemtrade is looking interesting with good momentum and growing off of a low multiple at 9X forward earnings alongside a 5% yield. The company reported a solid earnings report recently and EPS saw a big beat at $0.44 vs $0.30 expected. They are putting together a good string of 'beat and raise' results. The company also has a share repuchase active for potentially 10% of shares. The company reports tomorrow (the 11th) so we might just wait for results at this stage but CHE is doing a lot of the right things currently.
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WATCH
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Chemtrade is looking interesting with good momentum and growing off of a low multiple at 9X forward earnings alongside a 5% yield. The company reported a solid earnings report recently and EPS saw a big beat at $0.44 vs $0.30 expected. They are putting together a good string of 'beat and raise' results. The company also has a share repuchase active for potentially 10% of shares. The company reports tomorrow (the 11th) so we might just wait for results at this stage but CHE is doing a lot of the right things currently.
Unlock Premium - Try 5i Free  

WATCH
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Chemtrade is looking interesting with good momentum and growing off of a low multiple at 9X forward earnings alongside a 5% yield. The company reported a solid earnings report recently and EPS saw a big beat at $0.44 vs $0.30 expected. They are putting together a good string of 'beat and raise' results. The company also has a share repuchase active for potentially 10% of shares. The company reports tomorrow (the 11th) so we might just wait for results at this stage but CHE is doing a lot of the right things currently.
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BUY

He upgraded it to sector outperform. The valuation looks good and it has a good balance sheet and distribution. He doesn't see a lot of growth beyond 2027.

BUY ON WEAKNESS

Fantastic little company, well run, in a good space. YOY return of ~20%, and 3 years of 82%, is pretty decent for a little Canadian stock. Technically, quite good. Hasn't clipped profits yet. Could come back to trendline. Buys more every chance he gets. Small cap, so make sure it's the right weighting in your portfolio.

If you don't own it, take a little snick today of 1-1.5%, and then just wait. Bit volatile.

WEAK BUY

Likes it. New CEO has done a really good job restructuring. Provides environmental services. Provides chemicals to O&G, water treatment, and food industries. Reduced debt. A good part of the business is economically sensitive. Some investors are concerned about the income trust structure, but management says it's too hard to remove.

Used to own, going to do a deep dive on it.

HOLD

Was his top pick last November. It will continue to do well. Is selling at 12x PE and little above book value. Pays a generous dividend. Are redeeming their convertible debentures and replace that with less expensive debt. There could be a little dilution. Will continue to hold.

TOP PICK

It has had some issues but is a much cleaner operating company now, although it's not getting credit for it from the market. It is a specialty chemical company with some good assets. Pays a 6 1/2% dividend and is doing an active share buyback of 5%. There is also growth since it is investing heavily in the water business, treating waste water and municipal water, which also provides stability. It is so cheap you can get a good return.       Buy 5  Hold 2  Sell 0

(Analysts’ price target is $14.50)
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Chemtrade Logistics Income Fund (CHE.UN.TO) Frequently Asked Questions

What is Chemtrade Logistics Income Fund stock symbol?

Chemtrade Logistics Income Fund is a Canadian stock, trading under the symbol CHE.UN.TO (previously CHE.UN-T on Stockchase) on the Toronto Stock Exchange (CHE.UN-CT). It is usually referred to as TSX:CHE.UN or CHE.UN.TO

Is Chemtrade Logistics Income Fund a buy or a sell?

In the last year, 10 stock analysts published opinions about CHE.UN.TO (previously CHE.UN-T on Stockchase). 8 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is TOP PICK. Read the latest stock experts' ratings for Chemtrade Logistics Income Fund.

Is Chemtrade Logistics Income Fund a good investment or a top pick?

Chemtrade Logistics Income Fund was recommended as a Top Pick by Jamie Murray on 2025-07-28. Read the latest stock experts ratings for Chemtrade Logistics Income Fund.

Why is Chemtrade Logistics Income Fund stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for help on deciding if you should buy, sell or hold the stock.

Is Chemtrade Logistics Income Fund worth watching?

10 stock analysts on Stockchase covered Chemtrade Logistics Income Fund in the last year. It is a trending stock that is worth watching.

What is Chemtrade Logistics Income Fund stock price?

On 2026-06-02, Chemtrade Logistics Income Fund (CHE.UN.TO) stock closed at a price of $16.54.