Investment Q&A

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Would you hold che.un for income? Is there concern that the dividend is not sustainable. Currently the dividend rate of return is in excess of 9%.

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Read Answer Asked by Robert on November 06, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Can you please provide your opinion on this one? Hold or sell?
Thanks as always...

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Read Answer Asked by adam on November 02, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Good day gentlemen,
Has anything changed with regards to fundamentals that can justify a move from 20 to 13 since beginning of the year?
Is there a price where you consider this a must own or at least compelling value?
Thx for your valued insight.

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Read Answer Asked by Giuseppe on October 25, 2018

• Aecon Group Inc. (ARE)
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• Chemtrade Logistics Income Fund (CHE.UN)
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Q: I am contemplating selling CHE.un and putting the proceeds into ARE, would you consider this a good move . I will have a loss on CHE and it seems doubtful that this stock is going to have any significant upside any time soon.

Thank you

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Read Answer Asked by george on October 15, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: I am sitting with a 20% loss - would you sell, hold or buy more. Please elaborate on you recommendation

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Read Answer Asked by David on October 12, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Hello,
My reading of Morningstar.ca shows dividends have been the same at $1.20 since 2012, which would at least suggest consistency.

Today's price has fallen below the 2016 lows. What are the chances of a cut in dividend?

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Read Answer Asked by Arzoo on October 12, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Thoughts on chemtrade logistics results?

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Read Answer Asked by John on August 09, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Hello, in a recent answer to a question on chemtrade, you referred to it as a cyclical stock. Please explain what a cyclical stock is and why you consider this stock in this manner. Also I assume, it is in a downward cycle currently, when would you guess the upward cycle would begin.

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Read Answer Asked by Valdis on August 02, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Hi Peter,

Currently own CHE.UN - have been following your comments/answers & appreciate your answer to my previous question re: 4.6% drop on Aug 8

Your comments "stock not cheap" (P/E is 15 = not bad?), dividend not increased in 10 yrs (but currently 8% = pretty good & sustainable), downgraded by Desjardins from $19 > $17 (but currently trading at $14.7 = undervalued?) with 3 yr price range between $15-$20

That said, what is your outlook for CHE.UN and would you consider a BUY (more for income vs. growth perhaps?) - if not, why?

BTW - have made money on most of your insights - THANK YOU

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Read Answer Asked by Todd on August 01, 2018

• AT&T Inc. (T)
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• H&R Real Estate Investment Trust (HR.UN)
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• Home Capital Group Inc. (HCG)
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• Chemtrade Logistics Income Fund (CHE.UN)
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Q: In my diversified portfolio, which of the following in your view are worth holding for income and/or possible capital gains in one year, and which should be sold now, for better opportunities? I do not need the cash nor tax losses. CHE.UN BHC CGX HCG HR.UN SKM(US) AT&T(US). Thank you.

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Read Answer Asked by Harold on July 27, 2018

• Enercare Inc. (ECI)
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• Chemtrade Logistics Income Fund (CHE.UN)
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• Vanguard Dividend Appreciation FTF (VIG)
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Q: I am trying to get more exposure in the US via VIG etf.
These 2 companies are the laggards in my portfolio.
I was thinking of letting them go and buying VIG
You say?
Thanks

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Read Answer Asked by Bill on July 25, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Any idea why Chemtrade CHE.UN dropped 4.6% today - well ahead of earnings release August 8 ?

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Read Answer Asked by Todd on July 23, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: would you invest in this company?

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Read Answer Asked by Andrew on June 11, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: I would appreciate your comments about their earnings. My first reaction was a reasonable quarter, but still the stock is down this AM.
Thanks!
Paul

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Read Answer Asked by Paul on May 09, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Do you think there is any danger of this stock cutting it's dividend?

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Read Answer Asked by george on March 26, 2018

• Methanex Corporation (MX)
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• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Hello, you recently replied to a question say this stock need not be owned. My view is the same as the last person, but, if I were to sell this stock what would you recommend I replace it with. Thank you, Bill.

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Read Answer Asked by Bill on March 21, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Do you see any growth upside to this company. The PE, PB, Dividend, Debt/Cap etc are all good, but the share value is plummeting and I'm missing where there might be growth and share price upside. Your thoughts please ?

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Read Answer Asked by Ed on March 21, 2018

• Covalon Technologies Ltd. (COV)
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• Liminal BioSciences Inc. (LMNL)
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• Chemtrade Logistics Income Fund (CHE.UN)
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• Knight Therapeutics Inc. (GUD)
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Q: I need to add to my healthcare sector. Currently own GUD, COV & PLI. What 2 or 3 stocks would you recommend & could you please rank them in order of preference.
Also, not happy with the momentum at CHE.UN. Would you hold & if not, what would you replace it with? Doesn't need to be an income stock.

Thanks

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Read Answer Asked by Dave on March 20, 2018

• Superior Plus Corp. (SPB)
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• Chemtrade Logistics Income Fund (CHE.UN)
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• A&W Revenue Royalties Income Fund (AW.UN)
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• Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
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• Choice Properties Real Estate Investment Trust (CHP.UN)
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Q: Looking to consolidate the number of these dividend payers down to only two,max three.
I would appreciate your ranking,in order,of these that would provide best sustained dividends paid, while preserving capital value.

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Read Answer Asked by Peter on February 28, 2018

• Chemtrade Logistics Income Fund (CHE.UN)
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Q: Could you comment on results ?

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Read Answer Asked by terrance on February 14, 2018