Q: Is there a clear case for preferring L to WN? L is more liquid while WN does slightly better on P/E and RoE; does liquidity win, here?
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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.
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Costco Wholesale Corporation (COST)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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George Weston Limited (WN)
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Metro Inc. (MRU)
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Alimentation Couche-Tard Inc. (ATD)
Q: Hi I asked this question last week and think it may have slipped through.
I am down 6% on ATD. I am thinking of selling to claim the capital loss but concerned of it popping back up in the short term. Where do you see it going from here? Would you sell and buy back after 30 days or move to something else? What other top 5 CDN or US stock would you consider to replace it in the same sector for a 5 year hold period. Thanks
I am down 6% on ATD. I am thinking of selling to claim the capital loss but concerned of it popping back up in the short term. Where do you see it going from here? Would you sell and buy back after 30 days or move to something else? What other top 5 CDN or US stock would you consider to replace it in the same sector for a 5 year hold period. Thanks
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.
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George Weston Limited (WN)
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Dollarama Inc. (DOL)
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Metro Inc. (MRU)
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North West Company Inc. (The) (NWC)
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Five Below Inc. (FIVE)
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,
Q: Hi
what is a good entry point for WN, Geroge weston?
or if you prefer Metro as this point
aim to get some income and long term appreciation, thanks
Michael
what is a good entry point for WN, Geroge weston?
or if you prefer Metro as this point
aim to get some income and long term appreciation, thanks
Michael
Q: Hi, to what extent could food shortages and rising costs impact these stocks. Thanks.
Q: GEORGE WESTON has ( so far ) held up well with it’s 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
Q: Hello please help me understand the differences between these two companies
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Loblaw Companies Limited (L)
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Saputo Inc. (SAP)
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George Weston Limited (WN)
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Metro Inc. (MRU)
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Empire Company Limited Non-Voting Class A Shares (EMP.A)
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Maple Leaf Foods Inc. (MFI)
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North West Company Inc. (The) (NWC)
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Primo Water Corporation (PRMW)
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Premium Brands Holdings Corporation (PBH)
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Jamieson Wellness Inc. (JWEL)
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 … Cal
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Loblaw Companies Limited (L)
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Saputo Inc. (SAP)
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George Weston Limited (WN)
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Metro Inc. (MRU)
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Empire Company Limited Non-Voting Class A Shares (EMP.A)
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Maple Leaf Foods Inc. (MFI)
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North West Company Inc. (The) (NWC)
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Primo Water Corporation (PRMW)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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SunOpta Inc. (SOY)
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Village Farms International Inc. (VFF)
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Jamieson Wellness Inc. (JWEL)
Q: Hi Peter, Ryan, and Team,
In reviewing our combined family TFSA portfolio, I’ve 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!
In reviewing our combined family TFSA portfolio, I’ve 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!
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Loblaw Companies Limited (L)
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George Weston Limited (WN)
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Metro Inc. (MRU)
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Empire Company Limited Non-Voting Class A Shares (EMP.A)
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North West Company Inc. (The) (NWC)
Q: If you had to pick a food staple long term hold which would you pick from the examples or other suggestions welcome.
Q: I have had Weston for 5 years finally up, good time to sell?
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Loblaw Companies Limited (L)
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Saputo Inc. (SAP)
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George Weston Limited (WN)
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Maple Leaf Foods Inc. (MFI)
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Premium Brands Holdings Corporation (PBH)
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High Liner Foods Incorporated (HLF)
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!
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!
Q: Who are the potential buyers for Weston bakery?
Q: I have a small position in WN as a result of the spinout from L and WN hasn't really amounted to much. I'm thinking of selling and putting the proceeds into L. Any issues with that?
Thanks,
Thanks,
Q: Do you prefer Loblaws or the holding company George Weston? Why?
Q: For long term hold and to choose only one, which one of the following would you pick and why:
. Metro
. Loblaws or George Weston
Thanks
. Metro
. Loblaws or George Weston
Thanks
Q: Would like your opinion on which one of these 3stocks you prefer for a long term hold.
Do you feel the current price is reasonable for a long term hold.
Thanks Gord
Do you feel the current price is reasonable for a long term hold.
Thanks Gord
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.
Thank you.
Q: I currently hold Loblaws in an RRSP account. Which should be held the long term investor. L or WN , thanks