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| PARTIAL SELL | 7.980 | Greg Newman | Had a pretty good run for a couple of years now. Benefited from strength in North American paper bleaching and Brazilian strength. Now they are benefiting from strength in oil sands. Management says they have $200-$250 million of growth prospects over the next 5 years that is probably going to add $40-$50 million in revenue. Also had a lot of earnings momentum. Dividend is sustainable. Getting a little pricey. If you own, consider trimming your position. | 2012-04-26 | |
| TOP PICK | 8.220 | Michael Decter | Chemicals that go in oil and gas and pulp and paper. A real play on a recovering economy. Nice yield 6.8%. They are organized as a trust, which is a positive for them. | 2012-03-19 | |
| PAST TOP PICK | 7.680 | Andy Nasr | (Top Pick Nov 11/11, Up 27.49% Total Return) Payout ratio will go well below 90% this year. | 2012-02-16 | |
| PAST TOP PICK | 6.990 | Sandy McIntyre | (A Top Pick Feb 2/11. Up 14.55%.) | 2012-01-18 | |
| BUY | 7.000 | Andrew Hamlin | Going forward he sees significant growth in cash flows and payout ratio is very reason. Investors will be well rewarded in 2012. | 2012-01-11 | |
| BUY | 6.420 | Greg Newman | Just reiterated very strong guidance that the sodium chlorate market is going to be very strong into 2013. This is due to restrictive covenants that were put on in the 2008 downturn so capacity utilization is going to be very tight. Earnings were better than expected by about 10%. 6% distribution is safe. Payout ratio of about 70% in 2012. Growing well in Brazil. | 2011-11-30 | |
| TOP PICK | 6.190 | Andy Nasr | Chemical manufacturer, primary 2 chemicals are for bleaching pulp or water treatment. This is the low cost producer in North America. Have $200 million of organic growth potential that he feels they will be able to realize in the next 12-18 months. Gives a good 9% yield. Payout ratio of 90%, going down to about 75% next year. | 2011-11-11 | |
| BUY | 5.420 | Andrew Hamlin | Sodium chlorate and chlor alkaline business. Great business with some good growth prospects. Looking for significant growth in cash flows in a few years. Illiquid stock. Very healthy distribution that is well covered. | 2011-10-07 | |
| BUY | 6.060 | Greg Newman | Have a really great business. Say they still have pricing power in this month’s results. Distribution is safe with payout above 90% | 2011-09-22 | |
| TOP PICK | 6.410 | Andrew Hamlin | Produces sodium chlorate, a bleaching agent for the paper industry and chloral kali. Has invested significantly in its plans over the years and this is now coming to fruition. Expecting a 20% growth in cash flows over the next year. 8.7% yield. | 2011-08-16 | |
| PAST TOP PICK | 7.400 | Derek Webb, CFA | (Top Pick Feb 17/11, Up 3%) It was just a long buy. | 2011-04-12 | |
| TOP PICK | 7.210 | Derek Webb, CFA | Sodium Chloride prices have not gone up much and are just starting. (For pulp and paper.) 7.6% yield. Has 3 years of tax losses. | 2011-02-17 | |
| TOP PICK | 6.580 | Sandy McIntyre | Chemical company. Expecting a cyclical recovery so their chemicals will benefit. | 2011-02-02 | |
| DON'T BUY | 3.030 | Sandy McIntyre | Creates pulp chemicals and the pulp industry has not been vibrant for a number of years. Lower-cost producer than Chemtrade (CHE.UN-T). Too early to get into this type of security. | 2009-01-22 | |
| BUY | 5.000 | Ben Cheng | Good management team. Solid ownership backing behind it. Prospects are going to look better over the next 12 months. Factories are being taken down in North America, which should help from the supply side. Also have some wonderful opportunities in South America, which will be the primary pulp and paper producer for the planet. 11% yield should be safe. | 2008-04-16 | |
| WATCH | 4.950 | Patrick Kim | In chemical manufacturing business. U.S dollar driving its price down. Highly leveraged play on U.S dollar. For those with strong stomach for volatility. | 2007-09-21 | |
| Comment | 5.740 | Andrew Guy, CFA | Provide crucial chemicals to the pulp and paper industry. Just came out with very poorer numbers, but a lot of them were one-time items. Excellent assets and best cost structure in the industry. 15% distribution, which he wouldn't mind seeing cut in order to maintain good cash flow. | 2007-07-27 | |
| Comment | 6.650 | Ben Cheng | Very exposed to the Cdn$, which has had a negative effect on the price. This is the low-cost operator within their space, because of their access to very cheap power. | 2007-07-23 | |
| BUY | 8.300 | Sandy McIntyre | In the pulp/chemical business. Has an advantage over its peers as its plants are located in areas with very low power costs. | 2006-07-28 | |
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| BUY | 7.640 | Ben Cheng | Has had tremendous underperformance because of the volatility of the sodium chlorate market. They will not have the problems of other companies as their plants have access to cheap power. | 2006-05-19 | |
| BUY | 7.500 | Sandy McIntyre | A low cost producer of pulp chemicals in a market that is contracting. Likes this company. | 2006-05-12 | |
| DON'T BUY | 7.080 | Bruce Hartman | Has been hit when a number of pulp/paper mills have been shut down as they have been the supplier of sodium chlorate. Their big advantage is electricity costs. The price of sodium chlorate has remained relatively firm. There is a huge overhang because of the 61% ownership by Nexun. | 2006-04-28 | |
| BUY | 9.600 | Michael Simpson, CFA | One of their main products, caustic soda, is doing quite well. One of the lowest cost producers. Good price. | 2005-10-07 | |
| BUY | 10.000 | Patrick Kim | A spinout of the chemicals division from Nexen (NXY-T). A good model for the income trust, because of their significant market share in the business. Coming out at a fairly high payout ratio, mid 90%'s, and believes this will go down. A low cost provider. Electricity is a big part of their costs and they are one of the lowest cost producers. | 2005-08-19 |
