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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Similar
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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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