Maple Leaf Foods (MFI.TO) Buy, Sell or Hold

Maple Leaf Foods (MFI.TO)

27.42

-0.04 (0.15%)

as of Nov 12, 2026, 5:08:15 pm Market Open.

123 watching

PAST TOP PICK

(Top Pick Nov 1/13, Up 6.98%) The near term catalyst is the announcement of them selling their bakery business, Canada Bread. He believes the buyer is the extremely logical one. These businesses come up for sale once every 100 years. Restructuring continues in the protein business. The talk of ability of increase margins is overdone. They have to sell the protein business right after the Canada Bread sale.

HOLD

In the process of selling Canada Bread (CBY-T), a major holding of theirs and Canada Bread is paying a special dividend to Maple Leaf. Had a good run so wouldn’t get into it at this time but feels there is minimal downside from here.

TOP PICK

A stock that people have loved to hate for a long time because the protein business has not performed well. He is getting increasingly more excited about this one. Have been making all the right strategic moves by selling some non-core businesses. Announced the sale of their bread business, which will fetch top dollar. Feels analysts are underestimating how much that business will go for. Protein business is going through a huge restructuring. This will create cost savings and an increase in EBITDA. $18-$20 is his 12 month target.

DON'T BUY

Took a sharp jump on the basis that they are looking at selling off their Canada Bread assets. Usually when a big event happens you get a big jump for about 3 days. Right now, this potential has been baked into the price. They may decide not to which would create a pull back. Not sure there is a lot of potential on a going forward basis.

DON'T BUY

Problem with this is that so much of their business is focused in protein and protein is such a hard business to make a gross margin in. Stock has been range bound for 15 years. He would focus on food stocks that are high in carbohydrates.

DON'T BUY

His model price is $10.82, which is right on the current stock price. Doesn't see much value here.

HOLD

Teachers pension board want to fight the poison pill in order to allow a possible bidding war. Compelling at current prices. Until the Teachers’ holdings of about 35% are gone, there might not be a lot of appreciation in the stock.

DON'T BUY

It’s a tough business. The pork business has been brutal. Stock will perform better over the next 6 months. It seems there is one problem after another. He doesn’t have stocks in this space.

COMMENT

Had some troubles with listeria in the meats but seems to have recovered nicely. Good balance sheet and provides good cash flow. He prefers Saputo (SAP-T). Not very liquid.

SELL

Has been in a low volume, choppy range since the beginning of the summer. There has been some volume over the past few weeks but generally speaking the stock has been going nowhere. Absolutely sideways. Not showing anything that will get it out of the rut. If you own, consider selling.

DON'T BUY

(Market Call Minute.) Has never been a favourite of his. Traditionally meatpacking is a very low margin industry.

SELL

Had a lot of issues with the listeria breakout last year. Turnaround story. Trying to move from commodity foods to branded packaged goods. Potential for upside, but has a levered balance sheet and trades at a fairly high earnings multiple. Prefers its subsidiary, Canada Bread (CBY-T).

HOLD

(Market Call Minute) When you factor in the debt on the balance sheet he doesn’t think it is overly cheap.

TRADE

Well-managed company and valuation levels have caught their attention. Increases in input costs recently.

DON'T BUY

The guess is whether people are going to be coming back and buying Maple Leaf products. Be cautious as you are counting on them getting back to the volumes and pricing they had before.

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Maple Leaf Foods (MFI.TO)