Investment Q&A

• Hanesbrands Inc. (HBI $6.45)
  • $6.45 Cap: $2.28B
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• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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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?

Upvote 2

Read Answer Asked by Doug on August 12, 2025

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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• Axon Enterprise Inc. (AXON $791.62)
  • $791.62 P/E (TTM): 182.45X Cap: $62.14B
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Q: Gildan's debt is a little high but other metrics look good. Wondering if you think they can profit from "buy Canadian" momentum.

Have owned AXON, sold at nice profit. Thinking of re-entering. Would you enter now or wait?

Thanks for your wise counsel,

Mike

Upvote 4

Read Answer Asked by Michael on May 01, 2025

• Applied Materials Inc. (AMAT $163.53)
  • $163.53 P/E (TTM): 19.68X Cap: $131.23B
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• Manulife Financial Corporation (MFC $42.29)
  • $42.29 P/E (TTM): 13.27X Cap: $71.83B
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• Sun Life Financial Inc. (SLF $80.64)
  • $80.64 P/E (TTM): 14.67X Cap: $45.83B
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• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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• Stella-Jones Inc. (SJ $77.17)
  • $77.17 P/E (TTM): 12.92X Cap: $4.26B
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• Savaria Corporation (SIS $21.04)
  • $21.04 P/E (TTM): 30.75X Cap: $1.50B
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• Eagle Materials Inc (EXP $230.17)
  • $230.17 P/E (TTM): 16.97X Cap: $7.46B
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• Murphy USA Inc. (MUSA $390.53)
  • $390.53 P/E (TTM): 16.32X Cap: $7.53B
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• Williams-Sonoma Inc. (DE) (WSM $201.65)
  • $201.65 P/E (TTM): 23.49X Cap: $24.99B
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• Carrier Global Corporation (CARR $66.49)
  • $66.49 P/E (TTM): 35.53X Cap: $56.58B
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Q: I'm considering shareholder yield as a factor for investing. Can I have your opinion of such a strategy and is there a favourable/preferred % when looking at companies? Finally, would you have 5 US and 5 TSX companies that you would choose when considering this approach? Dock me as many questions as you like and thanks!

Upvote 7

Read Answer Asked by Michael on April 23, 2025

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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• Gildan Activewear Inc. Class A Sub. Vot. (GIL $56.50)
  • $56.50 P/E (TTM): 18.01X Cap: $8.43B
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Q: Good morning.

Please comment on the prospects of GIL with respect to 'tariff' climate, 2025 performance, and entry price point.

Grazzia

Upvote 1

Read Answer Asked by Franklin on February 21, 2025

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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• CAE Inc. (CAE $38.38)
  • $38.38 P/E (TTM): 29.4X Cap: $12.30B
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Q: What are your views on Gildan as an investment for a 3-5 year hold?Also thinking of CAE as a turn around story.Which do you feel has the better prospects?

Upvote 4

Read Answer Asked by Lon on December 24, 2024

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $77.10)
  • $77.10 P/E (TTM): 38.28X Cap: $8.85B
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Q: Of the two companies above which would you prefer today.....please elaborate? Thanks.

Upvote 2

Read Answer Asked by Michael on November 01, 2024

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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Q: Gildan Activewear Inc. Class A Sub. Vot. (GIL:US)

Do you think this is a buy now with the management change?

Buy the US stock or the the CDN stock?

Thank you.

Upvote 1

Read Answer Asked by Ross on June 03, 2024

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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Q: Hello, wondering if you have any insight into this drama at GIL? Both sides seem to have very good arguments to support their side. On the company side, it appears that that the former CEO was acting in his own interests and diversions. On the Browning side, it seems this new GIL CEO has a poor track record. Any thoughts on this would be greatly appreciated. Thank you.

Upvote 4

Read Answer Asked by jeff on May 17, 2024

• Dollarama Inc. (DOL $196.92)
  • $196.92 P/E (TTM): 43.91X Cap: $54.59B
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• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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• Restaurant Brands International Inc. (QSR $90.92)
  • $90.92 P/E (TTM): 24.64X Cap: $41.34B
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• Metro Inc. (MRU $100.92)
  • $100.92 P/E (TTM): 22.27X Cap: $21.95B
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• WSP Global Inc. (WSP $279.33)
  • $279.33 P/E (TTM): 45.26X Cap: $36.46B
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• Chartwell Retirement Residences (CSH.UN $18.55)
  • $18.55 P/E (TTM): 87.43X Cap: $5.39B
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• TFI International Inc. (TFII $125.74)
  • $125.74 P/E (TTM): 21.01X Cap: $10.43B
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• BRP Inc. Subordinate Voting Shares (DOO $80.11)
  • $80.11 Cap: $5.85B
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• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 18.69X Cap: $67.02B
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• Premium Brands Holdings Corporation (PBH $95.60)
  • $95.60 P/E (TTM): 45.8X Cap: $4.26B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $128.93)
  • $128.93 P/E (TTM): 19.05X Cap: $1.53B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $77.10)
  • $77.10 P/E (TTM): 38.28X Cap: $8.85B
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• Vitalhub Corp. (VHI $12.90)
  • $12.90 P/E (TTM): 283.33X Cap: $723M
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• WELL Health Technologies Corp. (WELL $5.00)
  • $5.00 Cap: $1.26B
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• Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND $53.60)
  • $53.60 P/E (TTM): 31.35X Cap: $2.09B
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• Boyd Group Services Inc. (BYD $221.16)
  • $221.16 P/E (TTM): 252.98X Cap: $4.74B
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Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.

Upvote 32

Read Answer Asked by Pierre on April 23, 2024

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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Q: So...do you think there will be a bidding war here? Should buy at these levels...with the assumption that the price will move up?

Upvote 7

Read Answer Asked by D on March 20, 2024

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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Q: I read the Globe and Mail daily concerning GIL. One day it seems the Board fired CEO for a good reason. The next day it appears the executive did not have just cause. What do you think is the correct story? I already hold GIL. Would you advice to continue holding?

Upvote 2

Read Answer Asked by Robert on January 23, 2024

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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Q: Would you be buying on the dip?
Thank you.

Upvote 4

Read Answer Asked by Karim on December 22, 2023

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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Q: Hi again, just an addendum to my earlier question. This morning I read the Directors' letter to shareholders and decided I was not comfortable holding. Got out at $45.50, happy to avoid a future mess and move on.

Upvote 3

Read Answer Asked by Barbara on December 21, 2023

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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Q: If you have not already been asked, what do you think the chances are of the former CEO being reinstated? With large shareholders getting involved on both sides of the argument would you continue to hold or exit the position? Please provide the rationale, thank you.

Upvote 5

Read Answer Asked by Barbara on December 20, 2023

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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Q: Can you comment on what happened to GIL today and the reason for the big drop in price?

Upvote 4

Read Answer Asked by Robert on December 11, 2023

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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Q: Can you comment on GIL quarterly update?

Upvote 2

Read Answer Asked by Robert on November 03, 2023

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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Q: Why is GIL going up in price? Don't get me wrong, I was a bit concerned at a sell - off so I'm happy. In looking at their latest quarterly release, things didn't look particularly rosy for the next several quarters. They did increase dividend, so I suppose this would have maintained a certain level of confidence, but am I missing something? Thank you.

Upvote 1

Read Answer Asked by jeff on February 24, 2023

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Dollarama Inc. (DOL $196.92)
  • $196.92 P/E (TTM): 43.91X Cap: $54.59B
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• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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• Restaurant Brands International Inc. (QSR $90.92)
  • $90.92 P/E (TTM): 24.64X Cap: $41.34B
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• BRP Inc. Subordinate Voting Shares (DOO $80.11)
  • $80.11 Cap: $5.85B
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• Magna International Inc. (MG $60.81)
  • $60.81 P/E (TTM): 10.43X Cap: $17.13B
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Boston Pizza Royalties Income Fund (BPF.UN $21.68)
  • $21.68 P/E (TTM): 23.23X Cap: $532M
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• Leon's Furniture Limited (LNF $30.10)
  • $30.10 P/E (TTM): 12.67X Cap: $2.05B
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• MTY Food Group Inc. (MTY $39.45)
  • $39.45 P/E (TTM): 23.35X Cap: $901M
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• Spin Master Corp. Subordinate Voting Shares (TOY $23.06)
  • $23.06 P/E (TTM): 19.91X Cap: $2.34B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $77.10)
  • $77.10 P/E (TTM): 38.28X Cap: $8.85B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.59)
  • $15.59 P/E (TTM): 82.42X Cap: $1.51B
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Q: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?

Upvote 0

Read Answer Asked by ZIM on February 01, 2023

• Canadian Imperial Bank Of Commerce (CM $101.90)
  • $101.90 P/E (TTM): 12.7X Cap: $95.19B
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• Great-West Lifeco Inc. (GWO $54.49)
  • $54.49 P/E (TTM): 13.58X Cap: $50.39B
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• National Bank of Canada (NA $150.63)
  • $150.63 P/E (TTM): 14.33X Cap: $58.94B
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• Power Corporation of Canada Subordinate Voting Shares (POW $57.67)
  • $57.67 P/E (TTM): 13.57X Cap: $36.98B
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• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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• Empire Company Limited Non-Voting Class A Shares (EMP.A $57.65)
  • $57.65 P/E (TTM): 19.41X Cap: $13.35B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $50.58)
  • $50.58 P/E (TTM): 13.05X Cap: $5.68B
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• Stantec Inc. (STN $146.56)
  • $146.56 P/E (TTM): 43.86X Cap: $16.71B
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• Colliers International Group Inc. Subordinate Voting Shares (CIGI $225.72)
  • $225.72 P/E (TTM): 74.14X Cap: $11.40B
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• Enghouse Systems Limited (ENGH $22.35)
  • $22.35 P/E (TTM): 15.61X Cap: $1.23B
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• Barrick Mining Corporation (ABX $33.50)
  • $33.50 P/E (TTM): 15.21X Cap: $57.15B
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• Open Text Corporation (OTEX $43.81)
  • $43.81 P/E (TTM): 12.98X Cap: $11.64B
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• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X Cap: $1.18B
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Q: HI,
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.

Upvote 0

Read Answer Asked by chris on January 04, 2023

• Gildan Activewear Inc. (GIL $78.01)
  • $78.01 P/E (TTM): 18.01X Cap: $11.64B
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• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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• TFI International Inc. (TFII $125.74)
  • $125.74 P/E (TTM): 21.01X Cap: $10.43B
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• BRP Inc. Subordinate Voting Shares (DOO $80.11)
  • $80.11 Cap: $5.85B
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• Alimentation Couche-Tard Inc. (ATD $70.70)
  • $70.70 P/E (TTM): 18.69X Cap: $67.02B
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• West Fraser Timber Co. Ltd. (WFG $101.52)
  • $101.52 Cap: $8B
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Q: Do you think this is a good time to buy value stocks? If so can you name 6 Canadian Stk.

Upvote 0

Read Answer Asked by charlie on November 23, 2022