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
TOP PICK
TOP PICK
December 11, 2013

Right now we have a very competitive landscape, particularly in Ontario. Loblaw’s (L-T) is recovering from a few years of a large capital spending program. Thinks there will be some efficiency in this. The pullback in the stock price is a real opportunity. Have a lot of cash.

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George Weston Ltd. (WN-T)
December 11, 2013

Right now we have a very competitive landscape, particularly in Ontario. Loblaw’s (L-T) is recovering from a few years of a large capital spending program. Thinks there will be some efficiency in this. The pullback in the stock price is a real opportunity. Have a lot of cash.

TOP PICK
TOP PICK
July 18, 2013

This is getting very exciting. They have all this capital coming out and have more properties that they can vend into it if, as and when they buy more properties. Shoppers (SC-T) conglomeration is forming a great food and drug network in Canada. Doing extremely well in the US where they are very excited about their baked good lines. A great way of buying lots of bits and pieces of a great empire. Yield of 1.94%.

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This is getting very exciting. They have all this capital coming out and have more properties that they can vend into it if, as and when they buy more properties. Shoppers (SC-T) conglomeration is forming a great food and drug network in Canada. Doing extremely well in the US where they are very excited about their baked good lines. A great way of buying lots of bits and pieces of a great empire. Yield of 1.94%.

TOP PICK
TOP PICK
May 8, 2013

A stable business that has been growing. Will run into resistance. The numbers are really good. L-T is an alternative, but he already has WN. They also have a war chest of cash that is not recognized by the market.

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A stable business that has been growing. Will run into resistance. The numbers are really good. L-T is an alternative, but he already has WN. They also have a war chest of cash that is not recognized by the market.

COMMENT
COMMENT
April 23, 2013

Has very significant cash levels which is reflecting the fortunes of Loblaw’s. He can’t give a strong buy or recommendation currently.

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Has very significant cash levels which is reflecting the fortunes of Loblaw’s. He can’t give a strong buy or recommendation currently.

TOP PICK
TOP PICK
April 8, 2013

Knew Loblaw’s management could do some fantastic stuff. Westons is in the right place. Lots of cash on the sidelines.

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Knew Loblaw’s management could do some fantastic stuff. Westons is in the right place. Lots of cash on the sidelines.

PAST TOP PICK
PAST TOP PICK
March 15, 2013

(A Top Pick Feb 29/12. Up 5%.) Preferred V series 4.75%. This is a perpetual. He is bullish on the market so he wants to be a bit longer-term.

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(A Top Pick Feb 29/12. Up 5%.) Preferred V series 4.75%. This is a perpetual. He is bullish on the market so he wants to be a bit longer-term.

TOP PICK
TOP PICK
March 1, 2013

Downtrend from late 2010 was broken mid-2012. There will probably be some headwinds going forward but they have a big war chest of $5 billion. Yield of 2.06%. Ranks high against the TSX 60.

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Downtrend from late 2010 was broken mid-2012. There will probably be some headwinds going forward but they have a big war chest of $5 billion. Yield of 2.06%. Ranks high against the TSX 60.

TOP PICK
TOP PICK
January 24, 2013

He has a line at $70.50 and if it breaks below that then it means the market doesn’t believe it is going to do what is going to do. It has a lot of cash and ranks really well against the TSX. You also get a play on Loblaws.

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George Weston Ltd. (WN-T)
January 24, 2013

He has a line at $70.50 and if it breaks below that then it means the market doesn’t believe it is going to do what is going to do. It has a lot of cash and ranks really well against the TSX. You also get a play on Loblaws.

TOP PICK
TOP PICK
December 4, 2012

Had a sense that Loblaw’s management was getting its act together. Baking division is doing fantastic. Chart indicates the downtrend is over. He sees some upside close to $80.

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George Weston Ltd. (WN-T)
December 4, 2012

Had a sense that Loblaw’s management was getting its act together. Baking division is doing fantastic. Chart indicates the downtrend is over. He sees some upside close to $80.

TOP PICK
TOP PICK
November 21, 2012

They surprised everyone recently on the upside. Everyone knows they are having troubles with higher input costs and passing them through. People didn’t know how well they were doing with improvements in productivities and cost reductions. People were worried about completion to Loblaws (L-T) that they have a big position in.

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George Weston Ltd. (WN-T)
November 21, 2012

They surprised everyone recently on the upside. Everyone knows they are having troubles with higher input costs and passing them through. People didn’t know how well they were doing with improvements in productivities and cost reductions. People were worried about completion to Loblaws (L-T) that they have a big position in.

TOP PICK
TOP PICK
September 26, 2012

Have done really well at controlling expenses particularly in the bakery divisions that they have. Their Loblaw (L-T) holding is a major part of this company. Loblaw has put a lot in to capital expenditures over the last number of years both in distribution and SAP. Expect this will flow through and be reflected in this stock.

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George Weston Ltd. (WN-T)
September 26, 2012

Have done really well at controlling expenses particularly in the bakery divisions that they have. Their Loblaw (L-T) holding is a major part of this company. Loblaw has put a lot in to capital expenditures over the last number of years both in distribution and SAP. Expect this will flow through and be reflected in this stock.

COMMENT
COMMENT
August 2, 2012

Preferred C. Should these be sold when rates start to rise? Yes. This is a perpetual preferred and has no Call feature in the investor’s favour. They are like a long-term, low coupon bond. Very long-duration securities and they react to the long-term bond market. As rates rise, these will go down in price.

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Preferred C. Should these be sold when rates start to rise? Yes. This is a perpetual preferred and has no Call feature in the investor’s favour. They are like a long-term, low coupon bond. Very long-duration securities and they react to the long-term bond market. As rates rise, these will go down in price.

WEAK BUY
WEAK BUY
March 29, 2012
Biggest food service company in Canada. Stock is unrewarding from the 5 year chart. You get the dividend but not a lot of growth. Doesn’t think they have the distribution system up and going for Loblaws. He owns Empire because they own more than Sobeys and the parts are worth more than the company.
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Biggest food service company in Canada. Stock is unrewarding from the 5 year chart. You get the dividend but not a lot of growth. Doesn’t think they have the distribution system up and going for Loblaws. He owns Empire because they own more than Sobeys and the parts are worth more than the company.
TOP PICK
TOP PICK
February 29, 2012
(wn.pr.e) Series V 4.75%. A perpetual. Current dividend yield is close to 5%.
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George Weston Ltd. (WN-T)
February 29, 2012
(wn.pr.e) Series V 4.75%. A perpetual. Current dividend yield is close to 5%.
PAST TOP PICK
PAST TOP PICK
October 27, 2011
(Top Pick May 5/11, Up 2.44%) Sold in July and was even. Now is not the time to own this sector.
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George Weston Ltd. (WN-T)
October 27, 2011
(Top Pick May 5/11, Up 2.44%) Sold in July and was even. Now is not the time to own this sector.
Showing 61 to 75 of 255 entries