Gildan Activewear Inc. (GIL.TO)

(A Top Pick Feb 25/16. Up 13.72%.) He still likes this. Manufacturers underwear, socks and every day active wear. Not everybody goes to the high end every time.

It has been trading in a beautiful range for the last 6 years. The earnings have not been kept pace with the stock price and earnings. He would be concerned about this one from here.

A premier company, but hasn’t done much over the last year. Has built a good base and he can see it going up from here. They are extremely successful at what they do. Good management. Dividend is not that exciting.

This is a real wonder company, in the sense that in this day and age, who would think that a garment company could make money. He gives management a tremendous amount of credit, but you have to recognize that they are rowing against a very strong current, and will continue to do so.

(Market Call Minute) Has been off recently and we had a bounce back. 10 of their clients are 70% of revenue. He likes the name because of international expansion.

A global play on T-shirts. Low input costs are a driver for the business due to low cotton prices. They have reduced their own overhead cost of production.

This has sold off a lot since the beginning of the year. They report in a couple of weeks and thinks the numbers are going to be a little bit light. You are looking at about $1.70 for next year, however in a few years you could see earnings approach $2.50 US. Substantial earnings growth because they are investing heavily in new capacity. Have dominant market share in the areas they are in, and that should increase, especially as they penetrate the retail market. Can see this growing 15%-20% in the next few years. Dividend yield of 1.11%.

(A Top Pick Dec 8/14. Up 37.01%.) Predominantly US in their earnings and revenues. Cotton prices have cooperated. Have moved up from just being a maker of T-shirts, underwear and socks into a brand of their own. They have a near-shore operation so that they don’t do things in Asia, which he thinks is an advantage. Still likes.

(Top Pick Dec 8/14, Up 34.13%) US exposure focused on manufacturing. Cotton prices have come down quite a bit. It can still move along okay.

Likes this company. Recent numbers were somewhat of a disappointment, and the markets reacted accordingly. He would watch this to see if it goes any lower. The multiples are reasonably rich and there is no dividend to speak of, so it is a growth stock. They have done extremely well over the years. Price of cotton has been better lately, so they should do okay. They are in a growth period and there may be a misstep or 2 along the way. Long-term, he thinks it is a great stock. Watch it over the next week or so to see if it gets any weaker and if there is any significant buying, so you can step back in yourself.

The kind of company that benefits from a weaker loonie. It has been a very, very well-run company. A tremendous creator of wealth for its investors. Doing a lot of business for Under Armour (UA-N). A little bit rich here, but they continue to drive costs down and acquire product lines and businesses. Really strong operators.

Has done amazingly well over the year with double digit growth. If they maintain that he believes you will get your 10% this year. This is a stock he would prefer to buy on a 10-15% pullback.

35% annualized dividend increases. They had a messy quarter so are weak right now. They are a low cost producer. They are set up for outsized growth later on.

Manufactures T-shirts and socks, and more recently purchased a hosiery company based out of Montréal. They're very good at what they do. Tends to always trade at a fairly high multiple. There is volatility in cotton prices. A high quality consumers’ product name that will probably do okay for the next few years.

Recently looked at this and it is a company that deserves close attention. There has been a drop in cotton prices recently, which could be a big boon to their margins. Also, they are looking to expand their market share and potentially get into new products. These things have all had very big moves. A big component of their profitability is cotton prices, so you have to keep your eye on the weather. A low-margin product with a big input cost. He would not likely own this one.