Gildan Activewear Inc. (GIL.TO)

Has been a great winner. Whenever you have a stock doing that kind of a sharp move, you have to be ready for some correction. If you own, keep your eye on $33/35.

A great boring company throwing off lots of free cash flow. Trading at 15 X this year's earnings and about 12 X next year's. Has a 20% earnings growth. Growth is through internal cash flow. Moving production into Central America. Competition from China is limited as their costs are lower than the Chinese.

A slow grower, but hopefully stable. Had problems with labour practices, but that is now behind them.

Although it's had a good run, valuations still look attractive. Have had dominance in the Tshirt business. Thinks that is going to move out into golf as well as their own brand of products for the Wal-marts of the world. Moving production into Central America with very low costs.