Investment Q&A

Q: At the annual meeting of ChemTrade on May12 I left with the understanding that most of the gains in 2015 were the result of the strong US dollar. The share price was down an unusual 6% today. Should I continue to consider the stock as a long term hold or move on? Thanks

Q: Can I have your opinion on Chemtrade and the safety of its dividend? I'm considering a half position in it for our joint portfolio, all in dividend paying stocks as we rely upon the income. Thank you.

Q: Are you aware of any reasons for the sell-off today? Thank you.

Q: Hi Team: I have room for only one of CHE or EIF- who gets the nod. can you compare valuation, payouts, and growth outlook? thanks

Q: Hey Peter & Team,

I bought a full position 2 years ago @ $19. Enjoyed a good dividend but eventually lost patience with the Capital Gains expectations and the lack of prospects for a positive future and sold in April @ $21.28.

Today I saw recent results and they looked very good with metrics being up across the board and interestingly enough, much of the success attributed to the stronger U$.

I would like to hear your thoughts on the results and, considering we can expect the U$ to remain strong for the foreseeable future, if you think renewing my position at these levels is a good idea or a bad one?

Thanks for all you do

Gord

ps... been sitting on 50% cash since Aug which is why all of a sudden back I have so many questions. I think we could see some recovery happening for many undervalued stocks after the recent correction in the new year. Trick is finding those undervalued companies.

Q: Hello I am looking to add to my position on Chemtrade to add a good yield stock with potential for some although I recognize not huge growth. My question is would it be more interest rate sensitive than any of the Brookfield companies, and would one of them be a better choice? Thanks as always, Bill

Q: Hi Peter,

Could I get your view on the recent quarter? Do you think the recent share weakness is more market / sector or company specific?

Thanks for the great service!
Angelo

Q: I have been a happy owner of CHE.UN in a tax advantaged acc't. for some time but have noticed price weakness recently. Is there any company specific or sector specific news to explain this? Also, does the ownership suggest major holdings by institutions or insiders? Thanks for all you and fellow members do. Bill

Q: My debentures with CHE.UN mature in March 2017 should I hold till then and if yes
do I cash out or stay with them, I like the dividend. Suppose it would depend on the deal at that time.
What are my options?
Mel

Q: Happy New year 5i team!
I own Chemtrade in a non registered account having bought it for income without realizing how much of its "dividend" is actually interest. My thought is to transfer it to my TFSA. Since it will be a deemed sale anyway, is there a better stock in the materials sector that I should consider instead of Chemtrade, bearing in my mind that I own it for income. Many thanks for your continued valuable service.

p.s. Will we be able to track our number of questions when we post them?

Q: Peter & Company
Would you please comment on Chemtrade .
Bill.

Q: BMO has made a bought deal with CHE.UN 0f $ 100 million financing at $ 21.30 per share. I would like to buy this stock for its dividend, yield 5.5 %. Is dividend sustainable ? What price should I pay. Your advise or comments will be appreciated. Thank you

Q: Further to Grant's question on Chemtrade, the bought deal for $100 million, with shares purchased at $21.30 each, saw the market price of shares drop from $21.92 to $21.30 ( as I write this). Can you explain why it appears that such deals tend to lower the stock price, in the short term, to the amount of the bought deal price? Thanks.

Q: I hate to sound dumb, but… which sector does chemtrade (CHE.UN) belong to: materials or industrial?

Q: re CHEMTRADE LOGISTICS fUND..
I wonder if this debenture would be a buy at this time? I know the interest is commencing in December 31,?
Please advise.

Q: re: CHE.UN

saw you Aug 11th answer for Ross

it is close to it's 52 week high and for the first time in a while my head is above water. Would you advise I sell, hold or bye?

Thanks for all you do

Gord

Q: Hi Peter and team

Could you comment on the recent results for Chem Trade Logistics (CHE.UN)reported Aug 7.

Thanks

Ross

Q: re: CHE.UN ... Chemtrade

Any updates and/or relevant news since last discussed June 18? Can I still consider this a hold?

Thanks for all you do

Gord

Q: I was mere minuted away from purchasing Chemtrade Logistics below $20, but the stock has been up about 6% over the last 2 sessions. Still ok for a long-term hold? I'm interested in the yield as well as some capital appreciation over time.

Thanks,
Jason

Q: Hi Guys:

We are long term holders of Chemtrade Logistics (CHE-UN.TO) Recently they announced a public offering of $110 million @ 5.25% convertible unsecured subordinated debentures. How would we participate in this offering? What would your advice be for someone to get the 5.25%. This is in a registered account. Marc