TSE:MFI
27.76
0.23
(0.82%)
Maple Leaf Foods Inc. is a major Canadian consumer packaged meats company. Its head office is in Toronto.
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Maple Leaf Foods
MFI-T
Analysis and Opinions about MFI-T
Signal
Opinion
Expert
BUY
BUY
July 29, 2020
A solid long term hold. You might need to have patience, as they are investing their cashflow into plant based alternative foods that have good long term potential. However, short-term it does not lead to the profitability investors are looking for. Long term dynamics look good once they realize their investment benefits. A defensive stock since people need to eat regardless of the pandemic.
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A solid long term hold. You might need to have patience, as they are investing their cashflow into plant based alternative foods that have good long term potential. However, short-term it does not lead to the profitability investors are looking for. Long term dynamics look good once they realize their investment benefits. A defensive stock since people need to eat regardless of the pandemic.
BUY WEAKNESS
BUY WEAKNESS
July 10, 2020
He has a $24.78 model price -- about 20% downward price risk. He is recommending going into the US. He would need to see a sizable pullback in price to consider buying.
Show full opinionHide full opinionHe has a $24.78 model price -- about 20% downward price risk. He is recommending going into the US. He would need to see a sizable pullback in price to consider buying.
COMMENT
COMMENT
February 11, 2020
vs. Loblaw Has exposure to commodity prices so it is a little cyclical. Loblaw is slow growth but stable. MFI is probably getting hit by the coronavirus, but investing in plant-based protein which is promising. He wants to see how this plays out before investing.
PAST TOP PICK
PAST TOP PICK
January 27, 2020
(A Top Pick Feb 05/19, Down 12%) It dropped this past fall over one issue. They have been aggressively expanding into plant based protein. He still holds it and thinks it is very miss-priced. He added to his position last fall. He thinks it will take time for investors to re-price this stock.
Show full opinionHide full opinion(A Top Pick Feb 05/19, Down 12%) It dropped this past fall over one issue. They have been aggressively expanding into plant based protein. He still holds it and thinks it is very miss-priced. He added to his position last fall. He thinks it will take time for investors to re-price this stock.
BUY
BUY
December 19, 2019
3-year hold? Pays a good yield. They're trying to grow through technology and shifting from animal protein to plant--but all this costs a lot of money. They doubled their EBITDA margins from 2006-on, but are trying to reduce those margins. With their strong brand, they could develop some fine plant-based products. A good opportunity here.
Show full opinionHide full opinion3-year hold? Pays a good yield. They're trying to grow through technology and shifting from animal protein to plant--but all this costs a lot of money. They doubled their EBITDA margins from 2006-on, but are trying to reduce those margins. With their strong brand, they could develop some fine plant-based products. A good opportunity here.
WATCH
WATCH
November 8, 2019
They bought a fake meat investment. They were also hurt on the Chinese tariffs on pork and beef. Investors hopes in fake meat seem to be disappearing. Like cannabis, this is the first inning of new market forming. We just don't know who will be the winners. China has made positive moves on taking more Canadian pork.
Show full opinionHide full opinionThey bought a fake meat investment. They were also hurt on the Chinese tariffs on pork and beef. Investors hopes in fake meat seem to be disappearing. Like cannabis, this is the first inning of new market forming. We just don't know who will be the winners. China has made positive moves on taking more Canadian pork.
COMMENT
COMMENT
October 30, 2019
IPL vs MFI? Maple Leaf foods dividend is 2.2%, well below that of IPL. He has not assessed the MFI earnings miss announced today. He would want to see how things settle out -- three days to let it rebalance. IPL had a big jump about an month ago about a potential takeout bid. IPL has a solid dividend and they are diversifying into other activities and into new pipeline projects, which should allow dividend increases. He would favour IPL.
IPL vs MFI? Maple Leaf foods dividend is 2.2%, well below that of IPL. He has not assessed the MFI earnings miss announced today. He would want to see how things settle out -- three days to let it rebalance. IPL had a big jump about an month ago about a potential takeout bid. IPL has a solid dividend and they are diversifying into other activities and into new pipeline projects, which should allow dividend increases. He would favour IPL.
DON'T BUY
DON'T BUY
October 28, 2019
The last number of months these food companies have been talking about plant-based proteins. Their traditional business has been under pressure for the last couple of years. It is hard to see where growth comes from. They still have an unresolved issue related to bread pricing. Short sellers are coming out against the company.
Show full opinionHide full opinionThe last number of months these food companies have been talking about plant-based proteins. Their traditional business has been under pressure for the last couple of years. It is hard to see where growth comes from. They still have an unresolved issue related to bread pricing. Short sellers are coming out against the company.
WATCH
WATCH
August 13, 2019
If it breaks above $35, he would add exposure, and it should continue upward. Their recent plant-based protein announcement pushed up the stock.
Show full opinionHide full opinionIf it breaks above $35, he would add exposure, and it should continue upward. Their recent plant-based protein announcement pushed up the stock.
TOP PICK
TOP PICK
August 12, 2019
Very defensive with a strong brand. They're investing heavily in their chicken and pork business, but also in their plant-based business. MFI's plant-based business is as big as Beyond Meat's, actually, and their valuation is a quarter of BM's. Compelling growth here. It's a food company, and so defensive. (Analysts’ price target is $40.43)
Very defensive with a strong brand. They're investing heavily in their chicken and pork business, but also in their plant-based business. MFI's plant-based business is as big as Beyond Meat's, actually, and their valuation is a quarter of BM's. Compelling growth here. It's a food company, and so defensive. (Analysts’ price target is $40.43)
HOLD
HOLD
June 25, 2019
The food industries has had a tough time moving the top line. MFI-T has focused on developing vegan alternatives and this could work out for them in the long run. Otherwise, this is a stable and consistent company.
Show full opinionHide full opinionThe food industries has had a tough time moving the top line. MFI-T has focused on developing vegan alternatives and this could work out for them in the long run. Otherwise, this is a stable and consistent company.
HOLD
HOLD
May 3, 2019
MFI-T stock price has followed its fair market value -- currently $33 -- likely a ceiling for now. He needs to see earnings improving to get bullish.
Show full opinionHide full opinionMFI-T stock price has followed its fair market value -- currently $33 -- likely a ceiling for now. He needs to see earnings improving to get bullish.
TOP PICK
TOP PICK
February 5, 2019
A well-run blue chip. The price fells after a poor Q3. But it's moving into organics and just announced a new poultry operation with a new facility in London, ON. Trades at only 8x EBITDA. Great value. Solid balance sheet. (Analysts’ price target is $38.22)
Show full opinionHide full opinionA well-run blue chip. The price fells after a poor Q3. But it's moving into organics and just announced a new poultry operation with a new facility in London, ON. Trades at only 8x EBITDA. Great value. Solid balance sheet. (Analysts’ price target is $38.22)
WATCH
WATCH
June 19, 2018
Still likes. Very well run business. Pulled out based on valuation. Rebranding, organics, acquisitions, alternative meat categories, which at 10x EBITDA is fairly valued. Would look to step back in if there’s a sell off.
Still likes. Very well run business. Pulled out based on valuation. Rebranding, organics, acquisitions, alternative meat categories, which at 10x EBITDA is fairly valued. Would look to step back in if there’s a sell off.
HOLD
HOLD
May 7, 2018
A rare commodity in Canada: it's a large food producer. It's cyclical. Inflation of commodities may be good for them because they can pass on price increases to consumers. Not enough yield to make him feel safe. If you own it, hold it, but he's not buying it.
A rare commodity in Canada: it's a large food producer. It's cyclical. Inflation of commodities may be good for them because they can pass on price increases to consumers. Not enough yield to make him feel safe. If you own it, hold it, but he's not buying it.
Maple Leaf Foods(MFI-T) Rating
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 4
Neutral - Hold Signals / Votes : 0
Bearish - Sell Signals / Votes : 1
Total Signals / Votes : 5
Maple Leaf Foods(MFI-T) Frequently Asked Questions
What is Maple Leaf Foods stock symbol?
Maple Leaf Foods is a Canadian stock, trading under the symbol MFI-T on the Toronto Stock Exchange (MFI-CT). It is usually referred to as TSX:MFI or MFI-T
Is Maple Leaf Foods a buy or a sell?
In the last year, 5 stock analysts published opinions about MFI-T. 4 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Maple Leaf Foods.
Is Maple Leaf Foods a good investment or a top pick?
Maple Leaf Foods was recommended as a Top Pick by Andrey Omelchak on 2020-07-29. Read the latest stock experts ratings for Maple Leaf Foods.
Why is Maple Leaf Foods 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 Maple Leaf Foods worth watching?
5 stock analysts on Stockchase covered Maple Leaf Foods In the last year. It is a trending stock that is worth watching.
What is Maple Leaf Foods stock price?
On 2020-09-29, Maple Leaf Foods (MFI-T) stock closed at a price of $27.76.
