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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: Hi 5i: Re Gildan. I just logged on to ask about Gildan's drop today and I've read your response to the earlier Gildan question. I was concerned that Gildan was very exposed to a Trump attack, given that they changed their minds about buying American Apparel's US manufacturing facilities, and only bought rights to the brand. The news item I read on RBC Direct described the large layoffs in California and notes that Gildan employs thousands outside the US. The American Apparels "brand" is all about "American . . . .". Seems to me Gildan is very vulnerable; one might even say "asking for it"!. What do you think?



Read Answer Asked by Roland on February 06, 2017
Q: 3 months ago I purchased full positions in engh, kbl, gil and sj as value plays looking for growth. My thought is to give the companies 2 years to get back on track. Do you still consider these good companies and do you think they will become good stocks within my 2 years time frame? Thank you
Read Answer Asked by Richard on January 30, 2017
Q: Today's Financial Post has an article "American Apparel LLC said it had started to lay off staff on Monday, after Canadian apparel maker Gildan Activewear Inc withdrew its initial plan to acquire some of the bankrupt U.S. fashion retailer’s manufacturing operations."

Going forward, do you think this will affect the stock price which already seems to be on a downward trajectory?

Is there now a "Trump Effect" with some Canadian companies that have a sizeable US footprint like Gildan, among others?

Thanks in advance for the timely advice.
Read Answer Asked by Jerry on January 17, 2017
Q: I am sensing that Stella Jones may suffer as a result of the very real possibility of NAFTA disputes under a Trump presidency. I note that the stock price has been moving south lately. I am considering sale of my SJ stock and using the funds to add to my holdings in GIL. I would appreciate your comments.
Read Answer Asked by Dennis on January 05, 2017
Q: Hi Peter, Ryan, and Team, I need to top up my consumer discretionary holdings and already have close to full positions in the above stocks. Please recommend several possible purchases, or are there any of the stocks I already hold that could be overweight by a bit (excluding XTC)? Alternatively, since I don't have much US exposure, might there be a suitable ETF with decent growth? Thanks in advance.
Read Answer Asked by Jerry on December 05, 2016
Q: I have to reduce my C. Disc. sector; which one of the above would you let go? Great service! Thanks, Stephen
Read Answer Asked by stephen on October 07, 2016
Q: I am scratching my head on the consumer discretionary sector. Although the trends seem favourable, I am just not thrilled with what I see available out there. One name that intrigues me is PVH. It avoids the potential pitfalls of brick and mortar stores and seems fairly cheap on a valuation basis. Do you agree with the latter and can I have your general thoughts on PVH?. Or is some name in the sector that you find compelling? Thank-you.
Read Answer Asked by Alex on September 19, 2016
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