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
(A Top Pick May 15/09. Up 18.94%.) (Think this should be Aug 19 and up 27.1%, not May 15 as BNN shows. Bill) Sold his holdings through a covered call strategy with about 30% return and switched into preferreds.
HOLD
(Market Call Minute.) Have a load of cash right now and own a big chunk of Loblaws. Well managed but she would like to know what they are going to do with the cash.
HOLD
Preferred shares? Thanks they are perpetual, which can be dangerous because they are very long term but are giving a good yield. Doesn't own any but has his eye on them. Solid company.
DON'T BUY
Bakery side is improving. Did a big sale in the US and have a lot of cash. Dividend is not that attractive and hasn't grown a lot.
PAST TOP PICK
(Top Pick Dec 19/08, Up 10.8%) Sitting on a pile of cash. Loblaws seems to be turning the corner and bakery division is turning the corner and showing profits. The nice thing is that they are not rushing out to spend the cash. They are probably not willing to dividend out the extra cash as they are a family-owned company.
COMMENT
Consumers staple space. Has done well in the last few months. If you are looking for something levered to an economic recovery, this is not the best space to be in. Great franchise. Trading at 17X forward earnings.
PAST TOP PICK
(A Top Pick Nov 18/08. Up 0.5%.) 2.4% yield. A smart way to play the recovery in Loblaws (L-T). Extremely rich balance sheet with $4 billion or more in cash. Well priced.
BUY
(Market Call Minute) Tremendous cash on the books. They really like it.
PAST TOP PICK
(Top Pick Oct 15/08, Up 6%) This isn’t one you want to own in this market. Was right for the time.
TOP PICK
Trading at a discount to net asset value. You are getting bakery business and real estate both for free.
BUY
(Market Call Minute.) A cheap way to own Loblaws (L-T) which is having a very decent turnaround.
TOP PICK
At a historical discount relative to underlying net asset value, which includes Loblaws (L-T) and a net cash position coming from various different US businesses that they have sold.
BUY
(Market Call Minute.) Fits in perfectly with a seasonal trade right now. Decent dividend yield.
BUY
Defensive business, which nobody seems to want anymore in the short term. Expect they will eventually spend their $4 billion in cash. Probably not a bad Buy without much downside.
DON'T BUY
Major asset is Loblaws (L-T) but more recently they have sold some US companies and are sitting there with about $20 a share. Until you know what they are going to do with their excess cash you're better off staying away from this.
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