TSE:WN

George Weston Ltd. (WN.TO)

103.77
-0.24 (0.23%)
as of Jun 26, 2026, 4:16:01 pm Market Open.
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Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

George Weston Ltd. (WN-T) is perceived as a boring and defensive investment that may not yield substantial returns, especially amid a volatile market. Analysts highlight the company's strong asset base, but express concern about the nuances of investing in holding companies, particularly with WN's strategic acquisition of Loblaw shares, which introduces potential holding company discounts. Despite its dominant market share, the company faces challenges related to negative publicity regarding pricing that could affect brand loyalty and customer trust. Analysts note the stock's valuation, scoring a 6 in value and 7 in fundamentals, while suggesting a 16% upside potential in the market. However, the reasons for its recent drop-off remain unclear, related to customer perception and product pricing issues.

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Consensus
Neutral
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Valuation
Fair Value
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Similar
ATD-T
PAST TOP PICK

(Top Short Feb 20/08. Recommended covering on July 30 for a gain of 7.7%.) Important to have a strong price discipline.

PAST TOP PICK
(A Top Pick Jan 8/08. Up 21%.) Loblaws (L-T) had been overly punished and any sort of improvement would be a benefit. Also bakery division was turning around and they have since sold at a profit.
PAST TOP PICK
Preferred A's. (A Top Pick Apr 25/08. Down 10%.) Now that they have sold their bakery division, it is not known what the company is going to do. Yields about 8.6%.
TOP PICK
Finally seeing some improvements in Loblaws (L-T) and the beginning of a turn. Recently sold their US bakery division. Speculation that they could privatize Loblaws.
BUY
(Market Call Minute.)
PAST TOP PICK
Preferred A's.(A Top Pick Apr 25/08. Down 10%.) This was a Pairs trade with a Short on Loblaws (L-T) and he made above 15% off the Shorts. (Thought preferreds would be safer than the common but commons did exceptionally well. Still likes preferreds. Still a defensive play but won't have the kind of run it had in the last 3 months.
TOP PICK
There have been some improvements in the bakery operations. Seeing more earnings coming in from the Loblaws sector.
COMMENT
Looking at this through the common shares, but more particularly through the C or D preferreds, which are selling around $16.25 while the call price is $26. Doesn't expect this will occur anytime soon. Could give a good capital gains.
DON'T BUY
Very defensive play and that is why a lot of people are interested in it. In a normal environment, food is a great place to be when the market is having troubles but in this case, it is not acting as well as it probably should. Competition is growing.
BUY
One of few stocks that has been up recently
TOP PICK
Strong Cash flow, low economic sensitivity, showing signs of improving. Little economic risk, start with partial position. Stop $46.
HOLD
(Market Call Minute.) In a long basing phase along with Loblaw's (L-T). Loblaw's have had their distribution problems and he would like to see this issue resolved.
PAST TOP PICK

(Top Short Feb 20/08. Gain of 7.7%.) Would probably be covering this one right now. Wouldn’t invest in this one way or another.

PAST TOP PICK
Preferred A's.(A Top Pick April 25/08. No change when you include dividends.) Pairs trade. Went Long George Weston preferreds (WN.PR.A-T) and Short Loblaws (L-T). Still likes for the next year.
BUY
A major large cap stock that has had total capitulation. Improvements in the bakery operation were wiped out by the appreciation of the Cdn$ as well as getting hit by the problems at Loblaws (L-T). Also hit by inflationary problems of the inputs going in. Selling at reasonable valuation level for a long-term investor.
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