TSE:WN

George Weston Ltd. (WN.TO)

100.20
-1.35 (1.33%)
as of Sep 15, 2026, 1:42:08 pm Market Open.
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Investor Insights
star iconSep 14, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

George Weston Ltd. (WN-T) has received mixed reviews from experts. Some analysts view it as a stable investment, suitable for those looking to reduce volatility in their portfolios, suggesting a potential upside as the company expands its market presence, particularly through its ownership stake in Loblaw. Others consider it defensive but caution that while it may not yield high returns, it serves as a buffer against market instability. Concerns have been raised regarding negative publicity related to pricing, which could damage brand trust, and there have been discussions around a holding company discount affecting the valuation due to the complexities involved in the holding structure. Overall, experts are cautious about fluctuations but see potential due to George Weston’s hard assets and established market share.

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Consensus
Neutral
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Valuation
Fair Value
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COMMENT

Preferred C. Should these be sold when rates start to rise? Yes. This is a perpetual preferred and has no Call feature in the investor’s favour. They are like a long-term, low coupon bond. Very long-duration securities and they react to the long-term bond market. As rates rise, these will go down in price.

WEAK BUY
Biggest food service company in Canada. Stock is unrewarding from the 5 year chart. You get the dividend but not a lot of growth. Doesn’t think they have the distribution system up and going for Loblaws. He owns Empire because they own more than Sobeys and the parts are worth more than the company.
TOP PICK
(wn.pr.e) Series V 4.75%. A perpetual. Current dividend yield is close to 5%.
PAST TOP PICK
(Top Pick May 5/11, Up 2.44%) Sold in July and was even. Now is not the time to own this sector.
BUY
(Preferred) This issue is trading just below $25 with a current yield of about 5.3%. For non-financial perpetuals, you might be better with Transcanada or Westcoast. (Couldn't find the symbols for either of these. – Ed.)
BUY
He owns L-T, which is a major holding. They sold major bakery in US and have not done anything with the cash. He thinks it is a reasonable investment.
DON'T BUY
Preferreds. There are cheaper blue chips such as CIBC (CM-T).
COMMENT
Preferred A's. Decent yield but it's fixed so it won't go up. Has a lot of cash from selling off a lot of assets in the last few years.
TOP PICK
Controls Loblaw (L-T). Systemic problems have largely been addressed. Big cash horde. Can strategically make acquisitions. Demonstrated they have a real discipline. People should be rewarded nicely over the next couple of years.
COMMENT
Consumers staples have had a bit of a renaissance. Many of the staples have made 52 week highs, but this one hasn’t. You might as well stay with it during this run up. Safe play is still ongoing. Once it starts to peek out, consider reducing.
HOLD
Loblaws (L-T) reported earnings that were very strong. Technological efficiencies and cost cutting at Loblaws could continue to be a positive. Margins could be a problem.
DON'T BUY
You have Loblaws that might not be able to pass through price increases and the bread side may not be able to either. Sales are down 0.8% also. Not surprised stock reacted negatively.
TOP PICK
Very defensive play. Little bit of a dividend as well. Good solid play for this time of the year.
DON'T BUY
He would see other places to deploy his capital. They are a solid company but he is not so comfortable some of the corporate moves on the M&A side. Thinks they will have some challenges.
BUY
Should have fallen by the amount of the dividend. What happened was you got a turnover in the type of holder. Some of the fast money that might have been in there was exiting. Now you would expect value guys to step up and buy it. It’s worth looking at, as it is getting interesting.
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