GIL Gildan Activewear Inc.

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15:00
Feb 17
Ted Oakley Founder and Managing Partner, Oxbow Advisors Julia LaRoche Show
He names Gildan (t-shirts), Campbell Soup (6.5% dividend), and Union Pacific (merger synergies) as recent buys. As the "Mag 7" trade unwinds, capital is rotating into "bread and butter" companies with high free cash flow, dividends, and industrial utility. These stocks offer defensive characteristics in a volatile "Year 2" election cycle. LONG defensive value and industrial stocks. A "melt-up" in growth stocks would cause these defensive names to underperform significantly.
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About GIL Analyst Coverage

Buzzberg tracks GIL (Gildan Activewear Inc.) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.