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George Weston Ltd. Stock Symbol: WN-T

Last Price Recorded: $109.9900 on 2017-10-20

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Date Signal Expert Opinion Price
2017-08-23 COMMENT Douglas Kee

He owns L-T.  It has done well over the long term and pays a dividend that is not a great grower.  You will not lose a lot on this one.  They will adjust to the higher minimum wage.


Price:
$109.630
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
No
2017-04-04 HOLD Doug Grieve

Preferred series IV 5.2%? This is a good credit, but it is investment-grade rated by the credit rating agencies, and is a credit he is comfortable with. This specific issue is a straight perpetual, so from a deflationary standpoint, it is pretty defensive. It will do well if you think rates are going to go down. If rates go up a little, you are in great shape as well. It trades at around par with a running rate of around 520.


Price:
$115.350
Subject:
PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2017-03-17 TOP PICK Michael Sprung

This is a major shareholder in Loblaws (L-T) as well as having a bakery business. You are getting the bakery at a significant discount, when you look at the value of Loblaws. He likes the positioning of Loblaws and their holding of Shoppers, and they have great exposure in the discount chain area. Dividend yield of 1.6%. (Analysts’ price target is $127.)


Price:
$112.430
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-03-08 WAIT William Chin

An expensive stock. Looks good, but getting a little tired. Give it a couple of months before you buy and see how it trades out.


Price:
$112.280
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2017-01-31 PAST TOP PICK Andy Nasr

(A Top Pick Feb 9/16. Up 9.42%.) He is generally constructive on the supermarket space and his ownership of Loblaws (L-T). Doesn’t think food price inflation, that has largely overhung the space, is going to be here to stay.


Price:
$110.980
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2017-01-20 COMMENT Michael Simpson, CFA

The parent company of Loblaws, the largest grocer in Canada. The majority of NAV comes from Loblaws. They still have a small bakery division in both Canada and the US. He would look for news on Loblaws that would drive this stock. Finds this quite cheap compared to the value of Loblaws and the bakeries.


Price:
$114.250
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2016-12-08 PAST TOP PICK Jim Huang

(A Top Pick Nov 10/15. Up 6.92%.) This is a parent of Loblaw’s (L-T) which has performed reasonably well, and now they have Shoppers.


Price:
$113.020
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2016-11-08 COMMENT Mike S. Newton, CIM FCSI

There is nothing wrong with Weston, but he prefers Loblaw’s (L-T), which hasn’t been great this year because of the food wars, inflation, and whether they pass it on to the customers or not. When you look at what Weston owns and when you look at the stub of Loblaw’s, there is often a trade that can be done there. Looking at the chart of Loblaw’s, it is probably not a bad time to be buying it down here. It gives you more liquidity, and is easier to follow.


Price:
$104.980
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-09-14 PAST TOP PICK Jim Huang

(A Top Pick July 28/15. Up 5.85%.) The reason he liked this was more because Loblaw’s (L-T) was a big part of it. On the other side is the bakery operation, which has been underperforming. They have been investing heavily and that is going to show. He no longer owns the stock, but still likes the company longer-term.


Price:
$109.590
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2016-06-23 COMMENT Stan Wong

A slow and steady consumer staples name. Technically it has done well, moving up and meandering higher in the last little while. In the last 12 months, it is up about 10%. Decent technical moves. A bit expensive, trading at about 17X FE, and growing at about 7%. PEG ratio to growth is a bit higher at about 2.4X, which would concern him. He would prefer Metro (MRU-T) or Loblaw’s (L-T). Dividend yield of about 1.6%.


Price:
$111.340
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2016-03-16 PAST TOP PICK Hap (Robert) Sneddon FCSI

(Top Pick Mar 5/15, Up 12.74%) It is trying to break out now.  Pretty good volume.  He likes what they have done in the last two years.  He is keeping his position.


Price:
$115.140
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
SELECTIVE
Owned:
Yes
2016-02-09 TOP PICK Andy Nasr

He is trying to position his portfolio somewhat defensively given the volatility he is seeing in Canada. This has a relatively strong balance sheet with a lot of cash, along with the bakery business where they can potentially unlock some of the value. Dividend yield of 1.66%.


Price:
$103.020
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2016-01-12 PARTIAL BUY Christine Poole

Doesn’t own this, but does own Loblaw’s (L-T), their major underlying asset. By default, she would be accumulating this one at these levels. Grocers tend to source a lot of their fresh goods from the US, and the squeeze on margins can’t easily be passed through.


Price:
$102.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
No
2015-11-10 TOP PICK Jim Huang

L-T heavily invested in an ERP system, then digested Shoppers as part of their turnaround.  But WN-T also has the bakery business which is private.  There has been heavy investment in that.  It has been hugely undervalued.  He thinks in 2016 you will see a higher dividend than L-T and less investment so it should outperform L-T.


Price:
$107.380
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2015-10-15 PAST TOP PICK Hap (Robert) Sneddon FCSI

(Top Pick Oct 31/14, Up 21.02%) It is in a good space and is a well run company.  Canada bread and shoppers are very good acquisitions.


Price:
$110.220
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 237 entries
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