Maple Leaf Foods (MFI-T) Stock Predictions - Stockchase
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Maple Leaf Foods (MFI-T)

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food processing

Maple Leaf Foods

MFI-T

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Maple Leaf Foods (MFI-T) SAVE Feb, 21, 2019, 10:23 am

29.41 0.25 (0.84%)

About Maple Leaf Foods (MFI-T)

Maple Leaf Foods Inc. is a major Canadian consumer packaged meats company. Its head office is in Toronto. More at Wikipedia

What the experts are saying about MFI-T



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TOP PICK
Maple Leaf Foods(MFI-T) 

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)
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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)
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$30.310
Owned Owned
Yes

WATCH
Maple Leaf Foods(MFI-T) 

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.

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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.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$32.230
Owned Owned
No

HOLD

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.

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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.

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Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$29.030
Owned Owned
No

PAST TOP PICK
Maple Leaf Foods(MFI-T) 

October 26, 2017

(A Past Top Pick Oct 25/16, Up 10.61%)  He still likes the business and they are progressing with their turnaround.  A lot of the good news is priced into to it so he would take profits and look to get back in if it pulled back.

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(A Past Top Pick Oct 25/16, Up 10.61%)  He still likes the business and they are progressing with their turnaround.  A lot of the good news is priced into to it so he would take profits and look to get back in if it pulled back.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$33.290
Owned Owned
No

HOLD
Maple Leaf Foods(MFI-T) 

October 16, 2017

There is some short term resistance.  There is nothing wrong technically.  He would be concerned if we took out the lows from the last couple of months.  The long term trend line looks good.  He is not concerned right now.

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There is some short term resistance.  There is nothing wrong technically.  He would be concerned if we took out the lows from the last couple of months.  The long term trend line looks good.  He is not concerned right now.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$33.290
Owned Owned
Unknown

PAST TOP PICK
Maple Leaf Foods(MFI-T) 

August 29, 2017

(A Top Pick Aug 17/16. Up 20.09%.) He made a profit and felt the shares had become fully valued, so exited his position. If the price pulled back for some reason, he would probably look to re-enter it. Would prefer it at under $30. Feels it is fairly valued where it is today.

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(A Top Pick Aug 17/16. Up 20.09%.) He made a profit and felt the shares had become fully valued, so exited his position. If the price pulled back for some reason, he would probably look to re-enter it. Would prefer it at under $30. Feels it is fairly valued where it is today.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$34.200
Owned Owned
No

COMMENT

A large meat processor. This has been evolving since about 2011. An activist investor got involved, and agitated for major changes, which they undertook. Went through a very aggressive 5-year build where they modernized their whole plant network. The modern equipment and machinery has lowered operating costs. Also, they’ve renovated their product architectures. Instead of just being a bulk processor, they’ve moved into some upmarket and higher margin segments.

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A large meat processor. This has been evolving since about 2011. An activist investor got involved, and agitated for major changes, which they undertook. Went through a very aggressive 5-year build where they modernized their whole plant network. The modern equipment and machinery has lowered operating costs. Also, they’ve renovated their product architectures. Instead of just being a bulk processor, they’ve moved into some upmarket and higher margin segments.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$34.580
Owned Owned
Unknown

COMMENT
Maple Leaf Foods(MFI-T) 

April 4, 2017

A company he likes and has owned in the past. They’ve undergone tremendous restructuring over the last 5 years. Economies of scale are massive for a company like this, which has had an impact on their margins. As margins have grown, so has the stock price.

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A company he likes and has owned in the past. They’ve undergone tremendous restructuring over the last 5 years. Economies of scale are massive for a company like this, which has had an impact on their margins. As margins have grown, so has the stock price.

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Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$32.000
Owned Owned
No

HOLD
Maple Leaf Foods(MFI-T) 

January 5, 2017

Money is flowing out of consumer related areas, and into the more cyclical areas of the market. Their earnings came out and they were quite good. They are building a large cash position and buying back stock, so are doing all the right things.

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Money is flowing out of consumer related areas, and into the more cyclical areas of the market. Their earnings came out and they were quite good. They are building a large cash position and buying back stock, so are doing all the right things.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$27.720
Owned Owned
Unknown

WATCH
Maple Leaf Foods(MFI-T) 

December 14, 2016

This has done brilliantly considering there have been misfortunes along the way. Protein is in and the company has been doing well. He knows nothing on the horizon that is going to be negative. It has a steadily improving stock price. You just have to keep an eye on the news.

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This has done brilliantly considering there have been misfortunes along the way. Protein is in and the company has been doing well. He knows nothing on the horizon that is going to be negative. It has a steadily improving stock price. You just have to keep an eye on the news.

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Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$27.760
Owned Owned
Unknown

HOLD
Maple Leaf Foods(MFI-T) 

December 1, 2016

He still likes this. Everything is going well for them. Margins are improving, the balance sheet is pristine, they have a lot of extra cash, and have been looking at acquisitions. The recent dip and underperformance in the share price is entirely related to this sector rotation, where people don’t want to be in safe food stocks, but want to get into cyclicals. A weaker Cdn$ will benefit them and a stronger US economy will benefit them. There could even be a possibility of them being acquired by a US company.

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He still likes this. Everything is going well for them. Margins are improving, the balance sheet is pristine, they have a lot of extra cash, and have been looking at acquisitions. The recent dip and underperformance in the share price is entirely related to this sector rotation, where people don’t want to be in safe food stocks, but want to get into cyclicals. A weaker Cdn$ will benefit them and a stronger US economy will benefit them. There could even be a possibility of them being acquired by a US company.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$28.000
Owned Owned
Yes

HOLD
Maple Leaf Foods(MFI-T) 

October 26, 2016

Kind of a niche in the meat market. A really good, well-managed company. There has been a significant uptrend in the last 3 years, where it has been testing different resistant points and support levels, and is staying in a band. He would continue to hold for the next 1-2 years.

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Kind of a niche in the meat market. A really good, well-managed company. There has been a significant uptrend in the last 3 years, where it has been testing different resistant points and support levels, and is staying in a band. He would continue to hold for the next 1-2 years.

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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$30.300
Owned Owned
No

TOP PICK
Maple Leaf Foods(MFI-T) 

October 25, 2016

They’ve done an incredible job of transforming their business from 25-26 plants across Canada down to 5-6 and have become much more efficient. Margins have gone up, and at the same time, a few years ago they sold their big position in Canada Bread to a Mexican company and got a lot of cash, so their balance sheet is a fortress. Have no debt and has $300 million cash, so are in a good position to either make an acquisition, increase the dividend, buy back shares, etc. Still trades at a discount to some of its US peers. Feels that ultimately a big US company will make a bid for them. Dividend yield of 1.19%.

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They’ve done an incredible job of transforming their business from 25-26 plants across Canada down to 5-6 and have become much more efficient. Margins have gone up, and at the same time, a few years ago they sold their big position in Canada Bread to a Mexican company and got a lot of cash, so their balance sheet is a fortress. Have no debt and has $300 million cash, so are in a good position to either make an acquisition, increase the dividend, buy back shares, etc. Still trades at a discount to some of its US peers. Feels that ultimately a big US company will make a bid for them. Dividend yield of 1.19%.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$30.290
Owned Owned
Yes

TOP PICK
Maple Leaf Foods(MFI-T) 

October 18, 2016

(A little worried about the markets in the short term, and wants to give viewers some things that won’t have too much downside if the market trades down.) There is some upside in this in the short term in the next two quarters. They spent a lot of money over the last couple of years on plant optimization, so he expects margins to expand on that. At the same time, lean hog pricing has been cut in half and decimated, which will help margins for the next two quarters. Pristine balance sheet which would allow them to do an acquisition or buy back stock. Fundamentally, financially and technically he likes it, and can see it as an easy $34-$35 stock. 1.15% yield is a little bit small for a traditional dividend investor, so you can Sell a $34 covered call out to January, which will give you an extra 2%, plus a 9% upside in the stock price.

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(A little worried about the markets in the short term, and wants to give viewers some things that won’t have too much downside if the market trades down.) There is some upside in this in the short term in the next two quarters. They spent a lot of money over the last couple of years on plant optimization, so he expects margins to expand on that. At the same time, lean hog pricing has been cut in half and decimated, which will help margins for the next two quarters. Pristine balance sheet which would allow them to do an acquisition or buy back stock. Fundamentally, financially and technically he likes it, and can see it as an easy $34-$35 stock. 1.15% yield is a little bit small for a traditional dividend investor, so you can Sell a $34 covered call out to January, which will give you an extra 2%, plus a 9% upside in the stock price.

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Steve DiGregori

Portfolio , Canoe Financial...

Price Price
$31.260
Owned Owned
Yes

TOP PICK
Maple Leaf Foods(MFI-T) 

August 17, 2016

A nice steady company for what could be a rocky market environment. The dominant company in Canada for branded protein products, pork, bacon, etc. Has gone through a massive transformation over the last 5-6 years. They’ve gone from 20 some odd manufacturing facilities, down to 6, which has helped margins increase substantially. In an enviable position with a very strong balance sheet. Sold their stake in Canada Bread a few years ago, and as a result have $300 million in cash on their balance sheet, and no debt. This gives them the ability to probably deploy $800-$900 million of capital through acquisitions, share purchases and dividend increases. If they do that, the valuation discount, versus some of its US peers, will close. This is a business that is going to continue to see margin expansion. Dividend yield of 1.6%.

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A nice steady company for what could be a rocky market environment. The dominant company in Canada for branded protein products, pork, bacon, etc. Has gone through a massive transformation over the last 5-6 years. They’ve gone from 20 some odd manufacturing facilities, down to 6, which has helped margins increase substantially. In an enviable position with a very strong balance sheet. Sold their stake in Canada Bread a few years ago, and as a result have $300 million in cash on their balance sheet, and no debt. This gives them the ability to probably deploy $800-$900 million of capital through acquisitions, share purchases and dividend increases. If they do that, the valuation discount, versus some of its US peers, will close. This is a business that is going to continue to see margin expansion. Dividend yield of 1.6%.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$28.880
Owned Owned
Yes

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