1. Exit Case: Gildan Activewear Inc.

Overview:

Gildan Activewear Inc. (TSX: GIL) is a vertically integrated designer and manufacturer of basic apparel, including T-shirts, underwear, socks, and hosiery. Its primary market is the sale of blank T-shirts to wholesalers and printers (printwear). Gildan also sells branded clothing through retail and direct-to-consumer channels. 

GIL has been a part of the ‘Value Portfolio’ since 24 March 2025, however, considering decent rally in the share price of the stock, an ‘Exit’ is recommended from the stock at the price of CAD 72.13, as on 28^th July 2025.  

1.1 Support and Resistance Summary as provided in our last published report dated 24 March 2025.

Gildan Activewear Inc.

2. New Entry Case: Pizza Pizza Royalty Corp.

Overview:  

Pizza Pizza Royalty Corp. (TSX: PZA) operates in a quick service restaurant (QSR) business and offers pizzas and other food items to its customers. The company derives its royalty income from more than 600 restaurant outlets.

Technical Analysis: On the daily chart, PZA prices are trading above a trendline, indicating positive momentum. The 14-period Relative Strength Index (RSI) stands at approximately 84.60, reflecting a buying interest. Additionally, prices are positioned above the 20-period Simple Moving Average (SMA), which could serve as a support level. The key support for stock is at CAD 13.87, while the critical resistance level is at CAD 19.03.

Considering the above mentioned factors, technical analysis, support & resistance levels, an ‘Entry’ is recommended in the ‘Value Portfolio’ at the closing market price of CAD 16.13, as on 28^th July 2025. 

2.1 Support and Resistance Summary (as on 28^th July 2025)

2.2 Pizza Pizza Royalty Corp. (TSX: PZA)

Note 1: Past performance is neither an Indicator nor a guarantee of future performance.

Note 2: The reference date for all price data, and currency as of (28^th July 2025). The reference data in this report has been partly sourced from REFINITIV.

Note 3: Investment decisions should be made depending on an individual's appetite for upside potential, risks, holding duration, and any previous holdings.

Disclaimer

This information should not be relied upon as personal financial advice by Kalkine on (i) the stocks or (ii) the use or suitability of the model portfolios. Only an investor knows about their circumstances to make an investment decision.

Model Portfolio has been prepared for illustrative purpose only and does not take into account the objectives, financial situation or needs of any particular investor. Accordingly, investors should, before acting on the information, consider its appropriateness, having regard to their objectives, financial situation and needs. Past performance is not necessarily indicative of future performance results. Actual investment returns will vary, and the value of investments can go up or down.