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
PARTIAL BUY
PARTIAL BUY
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.

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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.

TOP PICK
TOP PICK
November 10, 2015

L-T heavily invested in an ERP system, then digested Shoppers as part of their turnaround. But WN-T also has the bakery business which is private. There has been heavy investment in that. It has been hugely undervalued. He thinks in 2016 you will see a higher dividend than L-T and less investment so it should outperform L-T.

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George Weston Ltd. (WN-T)
November 10, 2015

L-T heavily invested in an ERP system, then digested Shoppers as part of their turnaround. But WN-T also has the bakery business which is private. There has been heavy investment in that. It has been hugely undervalued. He thinks in 2016 you will see a higher dividend than L-T and less investment so it should outperform L-T.

PAST TOP PICK
PAST TOP PICK
October 15, 2015

(Top Pick Oct 31/14, Up 21.02%) It is in a good space and is a well run company. Canada bread and shoppers are very good acquisitions.

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George Weston Ltd. (WN-T)
October 15, 2015

(Top Pick Oct 31/14, Up 21.02%) It is in a good space and is a well run company. Canada bread and shoppers are very good acquisitions.

HOLD
HOLD
August 11, 2015

If you are a short term trader, 40% is hallelujah. .However, it could easily pull back to $105. If you are a long term investor see the report he wrote at info@ phases-cycles.com. If you are an investor hang onto it. Long term it is a great stock.

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If you are a short term trader, 40% is hallelujah. .However, it could easily pull back to $105. If you are a long term investor see the report he wrote at info@ phases-cycles.com. If you are an investor hang onto it. Long term it is a great stock.

BUY
BUY
July 29, 2015

He likes this company. The largest component is Loblaw’s (L-T) which is doing very well right now. As of late, the performance of Weston has lagged, so he thinks there is a real opportunity in that the bakery business and their other operations seem to be doing a little bit better, and are primarily located in the US. They own a significant portion of assets in the US and have a very rich balance sheet with lots of cash. Have been known over the years to occasionally pay a large special dividend. He thinks it can go up from here.

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He likes this company. The largest component is Loblaw’s (L-T) which is doing very well right now. As of late, the performance of Weston has lagged, so he thinks there is a real opportunity in that the bakery business and their other operations seem to be doing a little bit better, and are primarily located in the US. They own a significant portion of assets in the US and have a very rich balance sheet with lots of cash. Have been known over the years to occasionally pay a large special dividend. He thinks it can go up from here.

TOP PICK
TOP PICK
July 28, 2015

Basically the parent company for Loblaw’s (L-T) and Shoppers as well as bakery operations. Loblaw’s has been doing well and their integration of Shoppers is almost done. They have the investment in the IT structure which is almost done. The rest of their holdings of bakery, real estate, etc. have been trading at a very low valuation. At the current level, this could probably double if it went back to its historical range. Dividend yield of 1.61%.

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Basically the parent company for Loblaw’s (L-T) and Shoppers as well as bakery operations. Loblaw’s has been doing well and their integration of Shoppers is almost done. They have the investment in the IT structure which is almost done. The rest of their holdings of bakery, real estate, etc. have been trading at a very low valuation. At the current level, this could probably double if it went back to its historical range. Dividend yield of 1.61%.

COMMENT
COMMENT
June 8, 2015

New IPOs on preferred shares? There are a number of dynamics at work here, particularly with preferred shares. On an acceleration in interest rates, preferred shares are going to suffer some capital loss and you want to protect yourself as best you can. You can look at those that are very close to their reset date if you think a rise in rates is imminent. However, that is a guessing game. Recently this company just did a perpetual preferred issue, which he hasn’t seen in some time. This is where the interest rate is actually fixed. It is redeemable by 2020, but you know that the 5% yield is fixed.

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New IPOs on preferred shares? There are a number of dynamics at work here, particularly with preferred shares. On an acceleration in interest rates, preferred shares are going to suffer some capital loss and you want to protect yourself as best you can. You can look at those that are very close to their reset date if you think a rise in rates is imminent. However, that is a guessing game. Recently this company just did a perpetual preferred issue, which he hasn’t seen in some time. This is where the interest rate is actually fixed. It is redeemable by 2020, but you know that the 5% yield is fixed.

COMMENT
COMMENT
May 12, 2015

George Weston (WN-T), Loblaw’s (L-T) or Empire (EMP.A-T)? Of these 3 Loblaw’s would be her preferred vehicle. This company owns about 49% of it.

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George Weston (WN-T), Loblaw’s (L-T) or Empire (EMP.A-T)? Of these 3 Loblaw’s would be her preferred vehicle. This company owns about 49% of it.

PAST TOP PICK
PAST TOP PICK
April 30, 2015

(A Top Pick April 7/14. Up 24.73%.) He still likes this. Now that Loblaw’s (L-T) has Shoppers he can see it being even more dynamic. This is a cash cow and they have a lot of cash on the books. On any kind of a big dip down, he would probably acquire more.

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(A Top Pick April 7/14. Up 24.73%.) He still likes this. Now that Loblaw’s (L-T) has Shoppers he can see it being even more dynamic. This is a cash cow and they have a lot of cash on the books. On any kind of a big dip down, he would probably acquire more.

PAST TOP PICK
PAST TOP PICK
April 28, 2015

(A Top Pick May 8/14. Up 28.16%.) A family controlled a company that is run for the benefit of all shareholders. Over the years he has seen them pay a special dividend from time to time. Very cash rich. An excellent way to participate in the turnaround that we are seeing at Loblaw’s (L-T).

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(A Top Pick May 8/14. Up 28.16%.) A family controlled a company that is run for the benefit of all shareholders. Over the years he has seen them pay a special dividend from time to time. Very cash rich. An excellent way to participate in the turnaround that we are seeing at Loblaw’s (L-T).

COMMENT
COMMENT
March 12, 2015

This is a holding company for Loblaw’s (L-T), and holding companies generally trade at a discount to the underlying assets. This trades at 17X earnings while Loblaw’s trades at 18 or 19 times earnings. Dividend yields are very close. You could own either one of these as it doesn’t matter that much in the long run.

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This is a holding company for Loblaw’s (L-T), and holding companies generally trade at a discount to the underlying assets. This trades at 17X earnings while Loblaw’s trades at 18 or 19 times earnings. Dividend yields are very close. You could own either one of these as it doesn’t matter that much in the long run.

TOP PICK
TOP PICK
March 5, 2015

(A Top Pick April 7/14. Up 29.88%.) A really good business. With all the good brands under one roof such as Shoppers, Loblaw’s, Weston’s, it is really a good investment to hold. Has a good war chest. Really good management. He has a target of close to $130 on it.

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(A Top Pick April 7/14. Up 29.88%.) A really good business. With all the good brands under one roof such as Shoppers, Loblaw’s, Weston’s, it is really a good investment to hold. Has a good war chest. Really good management. He has a target of close to $130 on it.

BUY WEAKNESS
BUY WEAKNESS
February 10, 2015

Loblaw’s (L-T) is a Top Pick, so by default, she likes this one as well. A lot of the input costs into Loblaw’s is in US$ through their produce. This company has a lot of cash. She always hates to buy anything that is running up. (See Top Picks.)

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George Weston Ltd. (WN-T)
February 10, 2015

Loblaw’s (L-T) is a Top Pick, so by default, she likes this one as well. A lot of the input costs into Loblaw’s is in US$ through their produce. This company has a lot of cash. She always hates to buy anything that is running up. (See Top Picks.)

BUY
BUY
February 2, 2015

The parent company for Loblaw (L-T). The Canadian Food industry and retail trade is something that will possibly get even stronger with the declining Cdn$. There is also the real estate factor (REIT) side of the business. This is a good, long term hold.

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George Weston Ltd. (WN-T)
February 2, 2015

The parent company for Loblaw (L-T). The Canadian Food industry and retail trade is something that will possibly get even stronger with the declining Cdn$. There is also the real estate factor (REIT) side of the business. This is a good, long term hold.

PAST TOP PICK
PAST TOP PICK
January 7, 2015

(A Top Pick Dec 11/13. Up 29.89%.) Has primarily been because of the fundamentals of Loblaw’s (L-T). Have the bakery operations in North America and because they are North American oriented, they do have earnings stemming from the US and will benefit from the strong US$. Loblaw’s stands to be one of the beneficiaries of lower oil prices as people have more money and has more exposure to “no-frills” than any other food retailer in Canada. He has still been buying it recently.

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(A Top Pick Dec 11/13. Up 29.89%.) Has primarily been because of the fundamentals of Loblaw’s (L-T). Have the bakery operations in North America and because they are North American oriented, they do have earnings stemming from the US and will benefit from the strong US$. Loblaw’s stands to be one of the beneficiaries of lower oil prices as people have more money and has more exposure to “no-frills” than any other food retailer in Canada. He has still been buying it recently.

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