Report Updates
We have posted report updates on Gildan Activewear (GIL) and Enghouse Systems (ENGH). GIL manufactures everyday basic apparel, including activewear, underwear, and hosiery products. ENGH is a software communications name that provides services centered around contact centers, video communications, virtual healthcare, and more. One name has faced difficulties with returning to its premium valuation and high margin profile days, while the other is unlikely to see significantly high top-line growth, but efficiency is a key component surrounding the company. We have downgraded one of the names by one notch.
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