Investors / stance tracking

What Courtney Garcia (Payne Capital) is saying

Senior Wealth Advisor, Payne Capital

5 dated public stances tracked since 2022-10-07, most recently 2026-08-13. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.

The stances below are c8alpha's editorial distillation of Courtney Garcia (Payne Capital)'s public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Courtney Garcia (Payne Capital) is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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5
tracked stances
5
themes
0
side flips
2026-08-13
last heard

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.

Most-argued themes

ThemeStancesLeanMixLast
BANKS11 bullish2022-10-07
ENERGY11 bullish2024-01-19
FCX11 bullish2025-12-23
GS11 bullish2025-12-19
INDUSTRIALS11 bullish2026-08-13

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2026-08-13 INDUSTRIALS bullish Tom Lee · video
Capex spending is being validated by earnings, and these three sectors are leading the S&P 500 over the past three months, signaling a broad-based rally that is no longer dependent on a handful of mega-cap names
“the things that are leading are healthcare, financials, industrials — all outperforming S&P 500”
Tom Lee: S&P 8,000, Then a 10% Pullback
2025-12-23 FCX bullish CNBC Fast Money Final Trade · video
Freeport-McMoRan offers direct exposure to copper, which warrants attention at current levels
“we talked about copper. I think Freeport Macaran is a name to take a look at here”
90d +6.1% · 180d +34.0%
Final Trade: NVO, FCX, BA, CLF
2025-12-19 GS bullish CNBC Fast Money Final Trade · video
Anticipated pickup in IPO activity and M&A deal flow should drive Goldman Sachs investment banking revenue higher
“talking about IPOs, maybe potential M&A activity. I think Goldman Sachs is worth a look here”
90d -8.9% · 180d +24.2%
Final Trade: AMZN, BABA, GS, GM
2024-01-19 ENERGY bullish CNBC Halftime Final Trades · video
Energy is currently an underloved sector with attractive valuations, making the broad energy ETF worth accumulating
“energy it's a very underloved space right now I think valuations are attractive”
90d +18.0% · 180d +18.2% · 1y +20.5%
Final Trade: XLE, SCHW, SAVE, MCD
2022-10-07 BANKS bullish CNBC Fast Money Final Trade · video
JPMorgan earnings due next week present a likely positive surprise catalyst given recent market weakness
“earnings coming out next week JP Morgan I wouldn't be surprised if you could surprise us with the Positive”
90d -0.2% · 180d -20.1% · 1y -17.4%
Fast Money experts share their final trades

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