Opinions Paul Harris, CFA
George Weston Ltd.WN.TOCOMMENTMar 12, 2015
Paul Harris, CFAStock price when the opinion was issued
As of Jun 05, 2026. Market Open.
You might be interested:
Boring and defensive. You won't make a lot of money on this, but he fears high risk in the wider market. This is stable. Likes their hard assets.
(Analysts’ price target is $113.75)
Keith Richards
Scores 6 in value and 7 for fundamentals. Still have dominant market share, but negative publicity over pricing can hurt brand trust as well as regulatory oversight. The market sees 16% upside. Doesn't know why there was a big drop-off this year, something to do with product pricing and customer loyalty.
Likes it for primarily being Loblaws and Choice Properties which has a solid tenant base including Shoppers Drug Mart. Has reasonable growth prospects. The only caveat is politicians complaining about high food prices, but it doesn't bother him. The grocers face costs pressures from energy costs and higher wages.
(Analysts’ price target is $189.86)
Michael Sprung
Robert LauzonBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Have been a good place to hide out in the recent market. EPS is growing by 15% for the next two years. Good for a staples company. Debt is high but not unusual for hte company. Repurchasing shares. Looks fine here. Unlock Premium - Try 5i Free
Stockchase Insights
Michael Sprung
Michael SprungWN-T vs. L-T This sector is just not loved right now. Investors just aren't looking at these kinds of stocks right now. Their costs have been moving up but people aren't eating more. Their sweet spot is late April until late May. L-T could be okay so he would hold on to it.
This is a holding company for Loblaw’s (L-T), and holding companies generally trade at a discount to the underlying assets. This trades at 17X earnings while Loblaw’s trades at 18 or 19 times earnings. Dividend yields are very close. You could own either one of these as it doesn’t matter that much in the long run.