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?
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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: 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?
Q: Would you be buying on the dip?
Thank you.
Thank you.
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.
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.
Q: Can you comment on what happened to GIL today and the reason for the big drop in price?
Q: Can you comment on GIL quarterly update?
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.
- Park Lawn Corporation (PLC)
- Dollarama Inc. (DOL)
- Gildan Activewear Inc. (GIL)
- Restaurant Brands International Inc. (QSR)
- BRP Inc. Subordinate Voting Shares (DOO)
- Magna International Inc. (MG)
- A&W Revenue Royalties Income Fund (AW.UN)
- Boston Pizza Royalties Income Fund (BPF.UN)
- Leon's Furniture Limited (LNF)
- MTY Food Group Inc. (MTY)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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?
- Canadian Imperial Bank Of Commerce (CM)
- Great-West Lifeco Inc. (GWO)
- National Bank of Canada (NA)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Gildan Activewear Inc. (GIL)
- Empire Company Limited Non-Voting Class A Shares (EMP.A)
- ATCO Ltd. Class I Non-voting Shares (ACO.X)
- Stantec Inc. (STN)
- Colliers International Group Inc. Subordinate Voting Shares (CIGI)
- Enghouse Systems Limited (ENGH)
- Barrick Gold Corporation (ABX)
- Open Text Corporation (OTEX)
- Sleep Country Canada Holdings Inc. (ZZZ)
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.
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.
- Gildan Activewear Inc. (GIL)
- CI Financial Corp. (CIX)
- TFI International Inc. (TFII)
- BRP Inc. Subordinate Voting Shares (DOO)
- Alimentation Couche-Tard Inc. (ATD)
- West Fraser Timber Co. Ltd. (WFG)
Q: Do you think this is a good time to buy value stocks? If so can you name 6 Canadian Stk.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Gildan Activewear Inc. (GIL)
- Balanced Equity Portfolio (BEPORT)
- Miscellaneous (MISC)
Q: Hi,
OECD will implement new international minimum taxes in 2023 and 2024.
Any idea which canadian or US companies will be most impacted, I guess negatively. Any positively? Thanks
OECD will implement new international minimum taxes in 2023 and 2024.
Any idea which canadian or US companies will be most impacted, I guess negatively. Any positively? Thanks
Q: Hello,
Question I've been wondering about for some time. ATZ appears to be one of your favourite companies. However, given its focus on higher end fashion, in a downturn, would not GIL stand to benefit more, given its focus is more lower end day to day needs? What makes ATZ more preferable to own? Thanks as always for your great service.
Question I've been wondering about for some time. ATZ appears to be one of your favourite companies. However, given its focus on higher end fashion, in a downturn, would not GIL stand to benefit more, given its focus is more lower end day to day needs? What makes ATZ more preferable to own? Thanks as always for your great service.
- Toronto-Dominion Bank (The) (TD)
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- Gildan Activewear Inc. (GIL)
- Alimentation Couche-Tard Inc. (ATD)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: hello
If you were to build a mini pension with 5 or 6 uncorrelated Canadian stocks/REITS, what would they be? Are they all "buys" today or would you put some (which ones) on your "watch list"?
Thank you.
If you were to build a mini pension with 5 or 6 uncorrelated Canadian stocks/REITS, what would they be? Are they all "buys" today or would you put some (which ones) on your "watch list"?
Thank you.
- Gildan Activewear Inc. (GIL)
- Open Text Corporation (OTEX)
- Exco Technologies Limited (XTC)
- Profound Medical Corp. (PRN)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Absolute Software Corporation (ABST)
- Definity Financial Corporation (DFY)
Q: Ever since I started investing roughly ten years ago, I've always enjoyed trying to identify companies that could become acquisition targets. Could you please name five companies (TSX only) that you believe have a high likelihood of being acquired or taken private in this current environment? Thank You
Q: Can you comment on quarterly earnings for GIL please?
Q: Why did IIROC stop and resume trading on Gildan, please? Does it impact your positive
view of the company?
view of the company?
Q: Opinion
Q: Your take on todays earning release.
Q: I have two smaller positions (about 1% each) in Gildan and Manulife, and I am considering consolidating them into a position in Apple (would be roughly 2.3% of total portfolio). I believe I still have room to add to my technology weighting, as I am around 12% currently, and I still have decent exposure to both consumer discretionary (roughly 10%) and financials (roughly 19%). Would such a switch be reasonable, or do you feel a more compelling argument could be made for consolidating around either GIL or MFC?