TSE:WN

George Weston Ltd. (WN.TO)

103.47
+3.78 (3.79%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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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.

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Consensus
Neutral
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Valuation
Fair Value
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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.
WEAK BUY
Forth quarter comes up in a fe days. You will do ok. Food inflation has not really hit them yet with raising grain prices. A great company to own. 45% of Loblaw. Well run company, lot of free cash flow. They like to make acquisitions. Not his favourite in the space and he things he should own it but own it.
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