Gildan Has Returned To Historical Valuations Post Q3, And Remains Fairly Priced

Group 1 - Gildan Activewear Inc. reported 3Q24 earnings with a mid-single-digit (MSD) growth in its more important segment and a low-single-digit (LSD) aggregate growth, impacted by discontinued business [1] - The company's margins are expanding due to favorable raw material costs [1] Group 2 - The analysis emphasizes a long-only investment approach, focusing on operational aspects and long-term earnings potential rather than market-driven dynamics [1] - The investment strategy suggests that only a small fraction of companies should be considered for buying at any given time, with most recommendations being holds [1]