George Weston Ltd.

WN-T

TSE:WN

99.46
0.54 (0.55%)
George Weston Limited, often referred to as Weston or Weston's, is a Canadian food processing and distribution company.
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Analysis and Opinions about WN-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
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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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.

TOP PICK
TOP PICK
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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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.)

DON'T BUY
DON'T BUY
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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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.

COMMENT
COMMENT
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.

HOLD
HOLD
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.

TOP PICK
TOP PICK
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.)

WAIT
WAIT
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

COMMENT
COMMENT
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

COMMENT
COMMENT
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

COMMENT
COMMENT
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%.

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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%.

PAST TOP PICK
PAST TOP PICK
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.

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(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.

TOP PICK
TOP PICK
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%.

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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%.

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