Gildan Activewear Inc.

GIL-T

TSE:GIL

39.24
0.32 (0.81%)
Gildan Activewear Inc. is a Canadian-American manufacturer of branded clothing, including undecorated blank activewear such as t-shirts, sport shirts and fleeces, which are subsequently decorated by screen printing companies with designs and logos.
More at Wikipedia

Analysis and Opinions about GIL-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 9, 2019
She's never been interested in this; not a strong growth name and it's in a competitive space. There are better growth names in secular growth industries. Doesn't know why it pulled back lately.
Show full opinionHide full opinion
She's never been interested in this; not a strong growth name and it's in a competitive space. There are better growth names in secular growth industries. Doesn't know why it pulled back lately.
DON'T BUY
DON'T BUY
October 4, 2019
The last garment business standing in Canada. Their success depends on the ability to move goods across the border. He always thought this was a story that was not going to come to a good end. Shipping from lower cost producers is just too prohibitive. He does not own it and does not see the value proposition.
Show full opinionHide full opinion
The last garment business standing in Canada. Their success depends on the ability to move goods across the border. He always thought this was a story that was not going to come to a good end. Shipping from lower cost producers is just too prohibitive. He does not own it and does not see the value proposition.
BUY
BUY
June 13, 2019
An apparel manufacture. Great strong grower 2 decades +. Low cost operator. Great Management team.
Show full opinionHide full opinion
An apparel manufacture. Great strong grower 2 decades +. Low cost operator. Great Management team.
TOP PICK
TOP PICK
May 17, 2019
Maker of t-shirts and other clothes. Very low payout ratio and modest PE. He sees a 30% potential upside with a $65 target. Yield 1.4% (Analysts’ price target is $50.50)
Show full opinionHide full opinion
Maker of t-shirts and other clothes. Very low payout ratio and modest PE. He sees a 30% potential upside with a $65 target. Yield 1.4% (Analysts’ price target is $50.50)
TOP PICK
TOP PICK
March 29, 2019
Unbranded clothing manufacturer. They have opened up a new facility. They have consolidated operations which should drive margins higher. They generate a lot of free cashflow. They have been buying back shares and increasing the dividend. Having success with the direct to consumer piece. Yield = 1.51% (Analysts’ price target is $47.26)
Show full opinionHide full opinion
Unbranded clothing manufacturer. They have opened up a new facility. They have consolidated operations which should drive margins higher. They generate a lot of free cashflow. They have been buying back shares and increasing the dividend. Having success with the direct to consumer piece. Yield = 1.51% (Analysts’ price target is $47.26)
BUY
BUY
February 14, 2019
He likes it. He holds it. It has good price momentum. It is still reasonably priced. They are a solid operator and know how to drive prices lower. 18% return on equity and 20% price to earnings. Recent quarter was neither a beat nor a miss. The payout is low.
Show full opinionHide full opinion
He likes it. He holds it. It has good price momentum. It is still reasonably priced. They are a solid operator and know how to drive prices lower. 18% return on equity and 20% price to earnings. Recent quarter was neither a beat nor a miss. The payout is low.
COMMENT
COMMENT
January 22, 2019
They depend on trade agreements that no have no tariffs. Tariff concerns may be over now. Well-managed company, but he's not interested in the textile sector.
Show full opinionHide full opinion
They depend on trade agreements that no have no tariffs. Tariff concerns may be over now. Well-managed company, but he's not interested in the textile sector.
BUY WEAKNESS
BUY WEAKNESS
January 17, 2019
He likes it. They are a leader with operations in Central America. They now have a contract with Wal-Mart. He likes it and if the market gets nervous this where participants will go.
Show full opinionHide full opinion
He likes it. They are a leader with operations in Central America. They now have a contract with Wal-Mart. He likes it and if the market gets nervous this where participants will go.
BUY
BUY
December 28, 2018
The stock ranks high in his system. The challenge is that cash flow growth is slowing making him cautious. The ROE remains near 19%. Overall he thinks it will do well and would buy it now with a 7% trailing stop loss.
Show full opinionHide full opinion
The stock ranks high in his system. The challenge is that cash flow growth is slowing making him cautious. The ROE remains near 19%. Overall he thinks it will do well and would buy it now with a 7% trailing stop loss.
BUY
BUY
November 30, 2018
Dropped off the radar. In the consumer sector, which it's dominated. Stock's been going sideways, but recently it's breaking out. So it looks interesting from that standpoint. This is a safe sector, and Gildan does an excellent job. Yield is 1.4%.
Show full opinionHide full opinion
Dropped off the radar. In the consumer sector, which it's dominated. Stock's been going sideways, but recently it's breaking out. So it looks interesting from that standpoint. This is a safe sector, and Gildan does an excellent job. Yield is 1.4%.
BUY
BUY
November 21, 2018
They are a low cost producer. They have operations in Bangladesh, Honduras, and Nicaragua. They have a good balance sheet. He likes it and will continue to do well and continue to innovate into new product lines.
Show full opinionHide full opinion
They are a low cost producer. They have operations in Bangladesh, Honduras, and Nicaragua. They have a good balance sheet. He likes it and will continue to do well and continue to innovate into new product lines.
COMMENT
COMMENT
November 19, 2018
Well-run and successful that dominates the apparel sector. Not a cheap stock, but people will always buy socks, so there's stability here vs. the market.
Show full opinionHide full opinion
Well-run and successful that dominates the apparel sector. Not a cheap stock, but people will always buy socks, so there's stability here vs. the market.
BUY WEAKNESS
BUY WEAKNESS
November 14, 2018
They've done a great job penetrating the American market over 20 years. But in the last 5 years, they've struggled. He buys at $30 and sells over $40.
Show full opinionHide full opinion
They've done a great job penetrating the American market over 20 years. But in the last 5 years, they've struggled. He buys at $30 and sells over $40.
BUY
BUY
August 3, 2018

They reported a strong quarter recently and the stock surged 20%. It is well managed with good growth opportunity. The longer term growth opportunity remains good.

Show full opinionHide full opinion

They reported a strong quarter recently and the stock surged 20%. It is well managed with good growth opportunity. The longer term growth opportunity remains good.

DON'T BUY
DON'T BUY
August 1, 2018

He would be wary of this stock. They have had a pattern of disappointing earnings, and not likely out of the woods yet. There is political unrest in Nicaragua where they operate.

Show full opinionHide full opinion

He would be wary of this stock. They have had a pattern of disappointing earnings, and not likely out of the woods yet. There is political unrest in Nicaragua where they operate.

Showing 1 to 15 of 95 entries