TSE:WN

George Weston Ltd. (WN.TO)

103.47
+3.78 (3.79%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
146 watching
0
Investor Insights
star iconJun 5, 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 stable but boring investment option, with experts noting its defensive nature in a high-risk market. One analyst highlights its strong assets, even though it may not yield significant returns. Another expert draws attention to its status as a holding company for Loblaw and concerns regarding the holding company discount, indicating a preference for investing closer to the core businesses. Furthermore, the company scores well on value and fundamentals but faces challenges such as negative publicity over pricing and customer loyalty, which could affect its brand reputation. Despite these concerns, some analysts see a potential upside of 16%, but the recent decline in stock performance raises questions about its pricing strategy and market position.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Fair Value
review icon
Similar
RCL, RCL
TOP PICK
Preferred A's. A pairs trade. Going Long on George Weston preferreds (WN.PR.A-T) and Shorting Loblaws (L-T). Although this one does have a big stake in Loblaws (L-T), it has a 7% yield, first call on Loblaws’ assets and most of their value is derived out of the bakery goods.
PAST TOP PICK
(A Top Pick Mar 16/07. Down 32%.) The capitulation followed the capitulation of Loblaws (L-T), of which they owned 70%. Loblaws has almost $30 of value in real estate in the stock. Cdn$ had a negative effect. Think this area will be more stable. The stock is worth a lot more than what it is today.
PAST TOP PICK
(A Top Pick Feb 20/07. Down 37% including dividends.) The thesis at that time was that the US bakery operations were turning around. Any improvement was wiped out by the advancement in the Cdn$. Those operations are still in better shape than what they where, but it is all about Loblaws (L-T). He is considering averaging down.
TOP PICK
Top Short Been trading this one back and forth. Just covered a position and may be entering a new position soon. Broke through some fairly solid support. Feels Loblaws (L-T) is driving it down. Potential for going down to $40 is strong.
DON'T BUY
(Market Call Minute.) Loblaws (L-T), which drives this stock, still has a lot of problems to work out.
BUY
2 main parts to it, 1) holdings in Loblaws (L-T) and 2) bakery divisions throughout North America. Feels Loblaws is the dominant price in the stock, which has been hit a lot because Loblaws shares have come down a lot. (See comments under Loblaws (L-T).
TOP PICK
(A Top Pick Jan 29/07. Down 29.4%.) Got hit with a double whammy last year. Just when they were turning the US bakery operations around last year, they had to fight the Cdn$. Could be cash flowing $11/$12 a share over the next couple of years. Also has some very attractive preferreds.
DON'T BUY
Got hurt because it came out with lower earnings, based mostly on Loblaws, which is having terrific troubles with its margins, restructuring. Could go lower. 2.7% dividend.
BUY
Likes this because 70% of it is really Loblaws (L-T). The market is underestimating the value of Loblaws, let alone their real estate.
PARTIAL BUY
Like a lot of other stocks, it has had a correction, but on top of that Loblaws (L-T) and some of their issues have affected it. He feels that Loblaws will work through their problems. This stock gives you a little bit of diversification. Buy this in stages.
BUY
Potential and franchise value of Loblaws (L-T) is being underestimated, particularly given the large asset value that lies within the company. You also have a play on the US bakery side as well.
COMMENT
Loblaws (L-T) vs George Weston (WN-T). If Loblaws doesn't turnaround, you have other parts to cushion the blow. This would be the safer pick, but it will not do well if Loblaws does badly.
BUY
Have really struggled because of their Loblaws exposure. They will get it right eventually.
DON'T BUY
Has always been expensive to him. His model price is $58.47 a negative differential of 22%. Loblaws (L-T) writing off goodwill is a good thing for his calculations.
TOP PICK
New management has come in to Loblaws and cleaning out everything. They will look pretty tight and lean when they're done. If their earnings bounce back to the norm of $5, it looks extremely cheap.
Showing 151 to 165 of 273 entries