Investment Q&A

Q: What are your thoughts about the potential purchase of Hanesbrands from a balance sheet perspective and also from a transformational perspective? Decent decline today...based on your response would you consider the decline an opportune time to invest?

Q: I'd like to start a small portfolio of US stocks in a TFSA, small dollar names/specs. Comments? Also OWL:us (blue owl capital). All sourced from CNBC. Cheers!

Q: I note they pay a healthy dividend and the price has dropped off somewhat ... nearing a 3 and 5 year low. Thoughts on this company as a "safe" dividend payer ... I am interested in stable income ...

Q: Hanes Brands is making a bit of a leap upwards today seemingly on the strength of their recent upgrade by Credit Suisse, Do you believe that their debt is under control, their dividend sustainable, and that this "gap up" is for real? Thanks for your valuable input.

Q: Greetings,

I need to add an industrial and a consumer staple/discretionary to my overall well balanced US portfolio. After reviewing a number of options, my top in each category are GD and HBI. I am looking for some growth and a dividend as I am nearing retirement. I am betting that GD will continue its strong growth and HBI will turn things around. Your thoughts and do you have a better recommendation in each sector?

Thanks

Q: May I please get your thoughts on Hanesbrands (HBI) earnings and the market reaction today? Assuming it will be held in a registered account, how does it stack up compared to Gildan? Thank you.

Q: Hi,

I own HBI and took a licken today on news they will not renew their contract with target onth eir champion brands. Would you continue to hold this stock or look elsewhere?

Thank you

Q: Good morning from the west coast.
Since Alberta is gonna turn off the energy tap for us British Columbia I thought there might be an opportunity with Hanesbrands.
Your opinion please
Thanks
Rick

Q: Please provide comments on Hanesbrands. Share price has pulled back in the last few days. I believe due to lower Q4 and FY expectations. Is the recent price drop over done. Currently HBI represents 3% of my portfolio. Should I consider this a buying opportunity or just hold. Are there other Consumer Products I should consider?

I like the new features of the website. At first I found the larger font size and line spacing difficult. Changing the zoom setting (from 100% to 80%) for the browser tab has improved it for me.

Thank you

Stephen

Q: I read your 29 Aug 16 comments on HBI. There SP may have found some level of support. I would appreciate your quick analysis of their fundamentals.

Thanks in advance.

Q: What are your thoughts on HBI? I came across this idea from a Morningstar article focusing on undervalued US stocks. I don't have any defensive consumer stocks in my portfolio and thought it might be a good addition.

The company apparently has a strong brand and market position in underwear and other apparel and is trading at lower multiples than Gildan (HBI 12x forward p/e). EPS and dividend growth have been strong over the past 3 years but a recent guidance decrease has sent the stock down.

They recently acquired Champion brand in Europe and Pacific brands of Australia.

One potential risk is the increasing leverage of the balance sheet by issuance of new debt and recent large share buyback. An intention change the capital structure to boost ROE and EPS seems to be taking place. E