George Weston Ltd. | StockChase
239
George Weston Ltd. (WN-T)

Last Price Recorded: $111.5400 on 2017-12-13

ON STOCKCHASE SINCE Dec 2000

food processing
239
George Weston Ltd. (WN-T)

Last Price Recorded: $111.5400 on 2017-12-13

ON STOCKCHASE SINCE Dec 2000

food processing

George Weston Ltd.


Signal Opinion Expert
TOP PICK
George Weston Ltd.(WN-T) 

December 13, 2017

There’ve been some challenges in the frozen food area, but these are temporary, and they are going to step in and fix that. There is a new president coming in, which will pay particular attention to their problems. 70% of their exposure is Loblaw's (LB-T). Through the buyback program they’ve initiated, they are going to go through the 50% level once again. Loblaws is the dominant grocer in Canada. Dividend yield of 1.6%. (Analysts' price target is $120.50.)

food processing

There’ve been some challenges in the frozen food area, but these are temporary, and they are going to step in and fix that. There is a new president coming in, which will pay particular attention to their problems. 70% of their exposure is Loblaw's (LB-T). Through the buyback program they’ve initiated, they are going to go through the 50% level once again. Loblaws is the dominant grocer in Canada. Dividend yield of 1.6%. (Analysts' price target is $120.50.)

food processing
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$111.540
Owned Owned
Yes

DON'T BUY
George Weston Ltd.(WN-T) 

November 27, 2017

WN-T vs. L-T Long Term.  Neither is growing dramatically.  They are quite interrelated.  They are so similar that if there is a capital gain, then don’t move from one to the other.  He would rather have L-T because they have more disclosure.  He is not that comfortable being in the grocery space anyway.

food processing

WN-T vs. L-T Long Term.  Neither is growing dramatically.  They are quite interrelated.  They are so similar that if there is a capital gain, then don’t move from one to the other.  He would rather have L-T because they have more disclosure.  He is not that comfortable being in the grocery space anyway.

food processing
Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report...

PricePrice
$109.340
Owned Owned
No

COMMENT
George Weston Ltd.(WN-T) 

August 23, 2017

He owns L-T.  It has done well over the long term and pays a dividend that is not a great grower.  You will not lose a lot on this one.  They will adjust to the higher minimum wage.

food processing

He owns L-T.  It has done well over the long term and pays a dividend that is not a great grower.  You will not lose a lot on this one.  They will adjust to the higher minimum wage.

food processing
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$109.630
Owned Owned
No

HOLD
George Weston Ltd.(WN-T) 

April 4, 2017

Preferred series IV 5.2%? This is a good credit, but it is investment-grade rated by the credit rating agencies, and is a credit he is comfortable with. This specific issue is a straight perpetual, so from a deflationary standpoint, it is pretty defensive. It will do well if you think rates are going to go down. If rates go up a little, you are in great shape as well. It trades at around par with a running rate of around 520.

food processing

Preferred series IV 5.2%? This is a good credit, but it is investment-grade rated by the credit rating agencies, and is a credit he is comfortable with. This specific issue is a straight perpetual, so from a deflationary standpoint, it is pretty defensive. It will do well if you think rates are going to go down. If rates go up a little, you are in great shape as well. It trades at around par with a running rate of around 520.

food processing
Doug Grieve

Portfolio Manager, Lysander-Slater Pref...

PricePrice
$115.350
Owned Owned
Yes

TOP PICK
George Weston Ltd.(WN-T) 

March 17, 2017

This is a major shareholder in Loblaws (L-T) as well as having a bakery business. You are getting the bakery at a significant discount, when you look at the value of Loblaws. He likes the positioning of Loblaws and their holding of Shoppers, and they have great exposure in the discount chain area. Dividend yield of 1.6%. (Analysts’ price target is $127.)

food processing

This is a major shareholder in Loblaws (L-T) as well as having a bakery business. You are getting the bakery at a significant discount, when you look at the value of Loblaws. He likes the positioning of Loblaws and their holding of Shoppers, and they have great exposure in the discount chain area. Dividend yield of 1.6%. (Analysts’ price target is $127.)

food processing
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$112.430
Owned Owned
Yes

WAIT
George Weston Ltd.(WN-T) 

March 8, 2017

An expensive stock. Looks good, but getting a little tired. Give it a couple of months before you buy and see how it trades out.

food processing

An expensive stock. Looks good, but getting a little tired. Give it a couple of months before you buy and see how it trades out.

food processing
William Chin

Portfolio manager, Caldwell Investment ...

PricePrice
$112.280
Owned Owned
Unknown

PAST TOP PICK
George Weston Ltd.(WN-T) 

January 31, 2017

(A Top Pick Feb 9/16. Up 9.42%.) He is generally constructive on the supermarket space and his ownership of Loblaws (L-T). Doesn’t think food price inflation, that has largely overhung the space, is going to be here to stay.

food processing

(A Top Pick Feb 9/16. Up 9.42%.) He is generally constructive on the supermarket space and his ownership of Loblaws (L-T). Doesn’t think food price inflation, that has largely overhung the space, is going to be here to stay.

food processing
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$110.980
Owned Owned
No

COMMENT
George Weston Ltd.(WN-T) 

January 20, 2017

The parent company of Loblaws, the largest grocer in Canada. The majority of NAV comes from Loblaws. They still have a small bakery division in both Canada and the US. He would look for news on Loblaws that would drive this stock. Finds this quite cheap compared to the value of Loblaws and the bakeries.

food processing

The parent company of Loblaws, the largest grocer in Canada. The majority of NAV comes from Loblaws. They still have a small bakery division in both Canada and the US. He would look for news on Loblaws that would drive this stock. Finds this quite cheap compared to the value of Loblaws and the bakeries.

food processing
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$114.250
Owned Owned
Unknown

PAST TOP PICK
George Weston Ltd.(WN-T) 

December 8, 2016

(A Top Pick Nov 10/15. Up 6.92%.) This is a parent of Loblaw’s (L-T) which has performed reasonably well, and now they have Shoppers.

food processing

(A Top Pick Nov 10/15. Up 6.92%.) This is a parent of Loblaw’s (L-T) which has performed reasonably well, and now they have Shoppers.

food processing
Jim Huang

President, T.I.P. Wealth Manage...

PricePrice
$113.020
Owned Owned
No

COMMENT
George Weston Ltd.(WN-T) 

November 8, 2016

There is nothing wrong with Weston, but he prefers Loblaw’s (L-T), which hasn’t been great this year because of the food wars, inflation, and whether they pass it on to the customers or not. When you look at what Weston owns and when you look at the stub of Loblaw’s, there is often a trade that can be done there. Looking at the chart of Loblaw’s, it is probably not a bad time to be buying it down here. It gives you more liquidity, and is easier to follow.

food processing

There is nothing wrong with Weston, but he prefers Loblaw’s (L-T), which hasn’t been great this year because of the food wars, inflation, and whether they pass it on to the customers or not. When you look at what Weston owns and when you look at the stub of Loblaw’s, there is often a trade that can be done there. Looking at the chart of Loblaw’s, it is probably not a bad time to be buying it down here. It gives you more liquidity, and is easier to follow.

food processing
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$104.980
Owned Owned
No

PAST TOP PICK
George Weston Ltd.(WN-T) 

September 14, 2016

(A Top Pick July 28/15. Up 5.85%.) The reason he liked this was more because Loblaw’s (L-T) was a big part of it. On the other side is the bakery operation, which has been underperforming. They have been investing heavily and that is going to show. He no longer owns the stock, but still likes the company longer-term.

food processing

(A Top Pick July 28/15. Up 5.85%.) The reason he liked this was more because Loblaw’s (L-T) was a big part of it. On the other side is the bakery operation, which has been underperforming. They have been investing heavily and that is going to show. He no longer owns the stock, but still likes the company longer-term.

food processing
Jim Huang

President, T.I.P. Wealth Manage...

PricePrice
$109.590
Owned Owned
No

COMMENT
George Weston Ltd.(WN-T) 

June 23, 2016

A slow and steady consumer staples name. Technically it has done well, moving up and meandering higher in the last little while. In the last 12 months, it is up about 10%. Decent technical moves. A bit expensive, trading at about 17X FE, and growing at about 7%. PEG ratio to growth is a bit higher at about 2.4X, which would concern him. He would prefer Metro (MRU-T) or Loblaw’s (L-T). Dividend yield of about 1.6%.

food processing

A slow and steady consumer staples name. Technically it has done well, moving up and meandering higher in the last little while. In the last 12 months, it is up about 10%. Decent technical moves. A bit expensive, trading at about 17X FE, and growing at about 7%. PEG ratio to growth is a bit higher at about 2.4X, which would concern him. He would prefer Metro (MRU-T) or Loblaw’s (L-T). Dividend yield of about 1.6%.

food processing
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$111.340
Owned Owned
No

PAST TOP PICK
George Weston Ltd.(WN-T) 

March 16, 2016

(Top Pick Mar 5/15, Up 12.74%) It is trying to break out now.  Pretty good volume.  He likes what they have done in the last two years.  He is keeping his position.

food processing

(Top Pick Mar 5/15, Up 12.74%) It is trying to break out now.  Pretty good volume.  He likes what they have done in the last two years.  He is keeping his position.

food processing
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$115.140
Owned Owned
Yes

TOP PICK
George Weston Ltd.(WN-T) 

February 9, 2016

He is trying to position his portfolio somewhat defensively given the volatility he is seeing in Canada. This has a relatively strong balance sheet with a lot of cash, along with the bakery business where they can potentially unlock some of the value. Dividend yield of 1.66%.

food processing

He is trying to position his portfolio somewhat defensively given the volatility he is seeing in Canada. This has a relatively strong balance sheet with a lot of cash, along with the bakery business where they can potentially unlock some of the value. Dividend yield of 1.66%.

food processing
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$103.020
Owned Owned
Yes

PARTIAL BUY
George Weston Ltd.(WN-T) 

January 12, 2016

Doesn’t own this, but does own Loblaw’s (L-T), their major underlying asset. By default, she would be accumulating this one at these levels. Grocers tend to source a lot of their fresh goods from the US, and the squeeze on margins can’t easily be passed through.

food processing

Doesn’t own this, but does own Loblaw’s (L-T), their major underlying asset. By default, she would be accumulating this one at these levels. Grocers tend to source a lot of their fresh goods from the US, and the squeeze on margins can’t easily be passed through.

food processing
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$102.170
Owned Owned
No

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