George Weston Ltd. (WN-T) Stock Predictions - Stockchase
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George Weston Ltd. (WN-T)

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food processing

George Weston Ltd.

WN-T

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George Weston Ltd. (WN-T) SAVE Apr, 23, 2019, 5:26 pm

101.58 0.01 (0.01%)

About George Weston Ltd. (WN-T)

George Weston Limited, often referred to as Weston or Weston's, is a Canadian food processing and distribution company. More at Wikipedia

What the experts are saying about WN-T



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TOP PICK
George Weston Ltd.(WN-T) 

March 20, 2019

They've gone through a transition year that continues in 2019, but margins will begion to build. Loblaw spun out Choice Properties REIT that Weston owns now. They pay special dividends when they sit on a lot of cash--this could happen. (Analysts’ price target is $109.29)
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They've gone through a transition year that continues in 2019, but margins will begion to build. Loblaw spun out Choice Properties REIT that Weston owns now. They pay special dividends when they sit on a lot of cash--this could happen. (Analysts’ price target is $109.29)
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$92.450
Owned Owned
Yes

WATCH
George Weston Ltd.(WN-T) 

December 21, 2018

Safe to hold? Support around $100, now broken. If it gets back above $100, buy it. Otherwise, it's just a rebound candidate.
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Safe to hold? Support around $100, now broken. If it gets back above $100, buy it. Otherwise, it's just a rebound candidate.
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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$87.910
Owned Owned
Unknown

TOP PICK
George Weston Ltd.(WN-T) 

November 28, 2018

He's playing defense, expecting more volatility. It's really a holding company with businesses in real estate (Choice Properties REIT), the bakery and Loblaw. Very stable. This is a cheap way to play Loblaw, which has had a good run lately. Loblaw shareholders received shares of Weston and have been selling them. This has opened a 13% discount to its fair value. Price momentum is its only knock, but he sees a catch-up trade here. (Analysts’ price target is $110.59)
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He's playing defense, expecting more volatility. It's really a holding company with businesses in real estate (Choice Properties REIT), the bakery and Loblaw. Very stable. This is a cheap way to play Loblaw, which has had a good run lately. Loblaw shareholders received shares of Weston and have been selling them. This has opened a 13% discount to its fair value. Price momentum is its only knock, but he sees a catch-up trade here. (Analysts’ price target is $110.59)
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$95.070
Owned Owned
Yes

COMMENT
George Weston Ltd.(WN-T) 

October 24, 2018

They just bought Choice Properties reit from Loblaw in a complicated deal. This creates a lot of cash flow that will likely go towards M&A. He suspects WN will invest in healthcare to synergize with the supermarkets. The bakeries, though, make up only 6% of the business and he's not thrilled by them.

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They just bought Choice Properties reit from Loblaw in a complicated deal. This creates a lot of cash flow that will likely go towards M&A. He suspects WN will invest in healthcare to synergize with the supermarkets. The bakeries, though, make up only 6% of the business and he's not thrilled by them.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$91.580
Owned Owned
Unknown

HOLD
George Weston Ltd.(WN-T) 

September 5, 2018

 This is basically owned by the Weston family, who has a long time horizon.  In the longer term the stock will do okay.  It is a well operated company, but does not have the growth profile they look for to invest in.  

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 This is basically owned by the Weston family, who has a long time horizon.  In the longer term the stock will do okay.  It is a well operated company, but does not have the growth profile they look for to invest in.  

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$99.420
Owned Owned
No

BUY
George Weston Ltd.(WN-T) 

August 28, 2018

He usually invests in small-to-midcap companies, but he likes this one and owns a small position. The price has been dropping and he sees this as a good entry point. They have a lot of excess capital, which he expects them to deploy in the back half of the year. His guess is they will expand financial services -- PC Financial -- rather than retail. They have been growing PC Financial and he expects an acquisition in that space.

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He usually invests in small-to-midcap companies, but he likes this one and owns a small position. The price has been dropping and he sees this as a good entry point. They have a lot of excess capital, which he expects them to deploy in the back half of the year. His guess is they will expand financial services -- PC Financial -- rather than retail. They have been growing PC Financial and he expects an acquisition in that space.

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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$101.560
Owned Owned
Yes

TOP PICK
George Weston Ltd.(WN-T) 

August 22, 2018

It pulled back with changes in the bakery business in the U.S. by optimizing production. Ownership of Loblaw is creeping past 50%, so shareholders can participate in Loblaw through WN. (1.9% yield, $121.13)

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It pulled back with changes in the bakery business in the U.S. by optimizing production. Ownership of Loblaw is creeping past 50%, so shareholders can participate in Loblaw through WN. (1.9% yield, $121.13)

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$102.930
Owned Owned
Yes

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

April 16, 2018

(A Top Pick Mar 17/17, Down 8%)  There has been some problem within the bakery side in the frozen food segment.  A lot of food retailers are in focus with increased home delivery competition, but Loblaw's should be able to compete with this.  It is a good place to be.

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(A Top Pick Mar 17/17, Down 8%)  There has been some problem within the bakery side in the frozen food segment.  A lot of food retailers are in focus with increased home delivery competition, but Loblaw's should be able to compete with this.  It is a good place to be.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$102.420
Owned Owned
Yes

COMMENT
George Weston Ltd.(WN-T) 

March 1, 2018

This is a proxy for Loblaw. It owns 48%, along with food processing and bakeries. It is in a good position compared to other grocers in Canada. In general, he favors owning Loblaw over Weston and on further weakness, he would add to his position in Loblaw. Sometimes, the prices of Loblaw and Weston get out of synch and Weston trades cheaply compared to Loblaw. At those times, Weston is a good buy. (Analysts’ price target is 121.50$)

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This is a proxy for Loblaw. It owns 48%, along with food processing and bakeries. It is in a good position compared to other grocers in Canada. In general, he favors owning Loblaw over Weston and on further weakness, he would add to his position in Loblaw. Sometimes, the prices of Loblaw and Weston get out of synch and Weston trades cheaply compared to Loblaw. At those times, Weston is a good buy. (Analysts’ price target is 121.50$)

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$103.750
Owned Owned
No

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

January 23, 2018

(A Top Pick March 17/17. Down 1%.) The bulk of their fortunes are still tied to Loblaws (L-T), the dominant food retailer in Canada. The company has been known to pay special dividends when their cash builds up. He wouldn't be surprised to see that happen again in the next few years.

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(A Top Pick March 17/17. Down 1%.) The bulk of their fortunes are still tied to Loblaws (L-T), the dominant food retailer in Canada. The company has been known to pay special dividends when their cash builds up. He wouldn't be surprised to see that happen again in the next few years.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$109.880
Owned Owned
Yes

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.)

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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.)

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$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.

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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.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$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.

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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.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$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.

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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.

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Doug Grieve

Portfolio , Lysander-Slater Pref...

Price Price
$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.)

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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.)

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$112.430
Owned Owned
Yes

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