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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi there, can you tell me exactly how much of a discount George Weston is trading at relative to market and book value? I'm interested to know your thoughts on whether the discount can be broken down into any distinct components, and what the prospects are for future break up of the company so that investors can hold the investments in Loblaws, Choice REIT, etc. directly. Thank you.
Read Answer Asked by Menaka on May 14, 2024
Q: What is your current assessment of George Weston. Its share price is down about 20% since its high of 4-5 months ago, and seems to be in a downward trend. It has a fairly small dividend. How does it look to you? Are there any reasons you to continue to hold this? Do you have any other defensive names that you prefer? Thanks,
Read Answer Asked by Leonard on September 01, 2023
Q: GEORGE WESTON has ( so far ) held up well with itís Loblaws and Choice Properties holdings and selling of the bakery business. With the passing of the father and now the son in charge, I am giving this stock another look. What is your opinion of this stock, especially in this current market ? Thanks . Derek
Read Answer Asked by Derek on April 27, 2022
Q: Of the above mentioned stocks, would you please list in order of first to last which would you recommend today. Also a brief explanation as to why you chose the first and the last. Thanks Ö Cal
Read Answer Asked by cal on January 31, 2022
Q: Hi Peter, Ryan, and Team,

In reviewing our combined family TFSA portfolio, Iíve determined that we hold too much XST with its 0.61% MER. How would you rank the following stocks, which are all the constituents of XST? ATD.B, L, MRU, WN, SAP, EMP.A, PBH, PRMW, MFI, NWC, JWEL, VFF, and SOY.

Should I pay attention to the TMX ratings where WN, MFI, and VFF are considered strong buys? Only NWC was ranked as hold and all the others were moderate buys.

In your opinion, in what order could two or three of these constituents be purchased and are they buyable today?

Thanks as always for your valued advice!
Read Answer Asked by Jerry on November 19, 2021
Q: If you had to pick a food staple long term hold which would you pick from the examples or other suggestions welcome.
Read Answer Asked by Kolbi on November 18, 2021
Q: Good morning. Watching Saputo ease after recent annual reporting. Encouraging that there didn't appear to be much news slippage prior to the release.

Interested to know what the current forward p/e estimates are for some of the consumer defensive names including SAP, L, WN, PBH, HLF and MFI.

Also could you please rank in terms of estimated dividend growth going forward - best to least.

Thanks so much!
Read Answer Asked by Richard on June 09, 2021
Q: There was a restructuring of Loblaws/G Weston back a while ago - can you please explain the changes. I held L and received WN shares. Can you please also direct me to the details for calculating ACB related to this. On a related note, what are the prospects for WN in the current environment - should I top up my WN or sell and buy more L?
Thank you.
Read Answer Asked by Benjamin on April 14, 2020
Q: Hi, I hold full positions in ATD, L, and PBH. My PBH is down about 20%, however, and I have a small position in WN as a result of the spin-off.

I need to increase my consumer defensive and am debating whether to bring WN up to a full position or average down on PBH. I know you aren't a fan of averaging down and you also aren't a fan of holding very small positions so I'm leaning toward adding to WN.

Your thoughts?

Read Answer Asked by Robert on May 09, 2019
Q: Hi,
I have approx 10% weight in these in a long term RRSP following your porfolios(Only 1% WN as spin off)
I have about $!0,000 to add. What are your thoughts?
Add to a few laggards or add new?
Read Answer Asked by Paul on March 08, 2019