
Tariffs? I Hate These Guys!
Alright folks gather 'round! Old Indy's got a tale to spin and it ain't about snakes this time though trade wars can be just as venomous. This UBS fella Jay Sole he's onto something. Seems this 'Gildan Activewear' – sounds like a lost civilization doesn't it? – might just be sitting on a pile of golden opportunity all thanks to these blasted tariffs. As I always say 'Why did it have to be tariffs?'
South American Sweat Equity
Now you see while everyone else is sweating bullets over President Trump's 55% tariff on China Gildan's been playing it smart down in South America. Seems they've got their own little fortress of fleece and t shirts down there. This Sole guy is saying they're poised to pay less than 10% tariff to bring the goods into the United States. Smart move I say! The possibilities are endless if these companies partner with Gildan as a result in order to fulfill production needs.
Vertically Integrated? Sounds Like a Bond Villain's Lair!
This Gildan they're 'vertically integrated,' which sounds like something Dr. Evil would cook up. But instead of a doomsday device they’re churning out t shirts and fleece in their own factories in Central America where tariffs are materially lower. Less expensive production means more money for investors. Brilliant utterly brilliant. As Sallah always said 'I am stuck in the desert with every other fortune hunter from miles around!'
The Market Share Grab: It Belongs in a Museum...or Your Portfolio!
The analysts at UBS think the stock has a good potential roughly 14% from Monday's close. UBS's upside case for Gildan's stock calls for a return of more than 80% Sole added. This is not just about t shirts it's about market share the chance to grow and get richer. Like finding the Lost Ark or The Holy Grail! It's all about market share baby!
High Conviction? That's What I Said About the Sankara Stones!
These Citi fellas in April were saying something similar about Gildan's South American production. This could be a winner one to watch. This analyst Sole seems pretty sure of himself. 'We have high conviction,' he says. Well I had high conviction about those Sankara Stones and look where that got me – nearly sacrificed to a cult! Let's hope Gildan has better luck avoiding fiery pits.
X Marks the Spot (For Profits!)
So there you have it folks. While the world's busy arguing about tariffs and trade wars Gildan Activewear might just be quietly building a fortune in fleece. Keep an eye on this one – it might just be the treasure you've been searching for. Remember fortune and glory kid. Fortune and glory!
Comments
- No comments yet. Become a member to post your comments.