Investors / stance tracking
What Jenny Harrington is saying
FollowFollowingUnfollowCEO, Gilman Hill Asset Management
32 dated public stances tracked since 2025-04-11, most recently 2026-10-27. 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 Jenny Harrington'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. Jenny Harrington is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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32
tracked stances
22
themes
0
side flips
2026-10-27
last heard
Returns 90d +5.7% 59% correct · 17 calls · 180d +4.0% 56% correct · 16 calls · 1y +9.9% 78% correct · 9 calls
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. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2026-06-29 | META | owns | +27.3% | — | — |
| 2026-04-01 | ETD | bullish | +2.2% | +14.7% | — |
| 2026-01-22 | KMB | bullish | -4.1% | +8.5% | — |
| 2026-01-16 | HMC | bullish | -19.3% | -7.6% | — |
| 2026-01-08 | EPD | bullish | +21.3% | +21.8% | — |
| 2026-01-02 | SBRA | bullish | +5.3% | +5.8% | — |
| 2026-01-02 | CAG | bullish | -7.3% | -13.6% | — |
| 2025-11-18 | FCX | bullish | +53.1% | +52.0% | — |
| 2025-09-29 | SCHW | bullish | +4.9% | -3.4% | +3.6% |
| 2025-09-24 | UBER | bullish | -17.2% | -23.2% | -29.2% |
| 2025-04-11 | VZ | bullish | -2.3% | -4.0% | +10.9% |
| 2025-04-11 | SBRA | bullish | +7.7% | +7.2% | +24.4% |
| 2025-04-11 | RHP | bullish | +23.6% | +6.2% | +25.1% |
| 2025-04-11 | D | bullish | +11.6% | +17.6% | +24.9% |
| 2025-04-11 | CWEN | bullish | +16.7% | +17.4% | +49.0% |
| 2025-04-11 | CAG | bullish | -23.9% | -25.6% | -40.0% |
| 2025-04-11 | BMY | bullish | -3.0% | -9.8% | +20.3% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| SBRA | 3 | 3 bullish | 2026-10-06 | |
| BMY | 2 | 2 bullish | 2026-10-06 | |
| CAG | 2 | 2 bullish | 2026-01-02 | |
| CWEN | 2 | 2 bullish | 2026-10-06 | |
| D | 2 | 2 bullish | 2026-10-06 | |
| META | 2 | 2 bullish | 2026-10-21 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-27
ALPHABET/GOOGLE CONVERTIBLE PREFERRED
bullish
CNBC (uncut) · uncut_tv
The convertible preferred offers exposure to a financially strong traditional hyperscaler at an attractive valuation after a roughly 10% decline.
“I want to play that traditional hyperscaler part. I think it's undervalued.”
CNBC uncut 2026-10-27 12:20 ET (5 min)
Meta is profitably applying AI better than peers, with expected 24% earnings growth, a roughly 21-times multiple, and more reliable growth than other AI trades.
“I think that you can get behind Meta.”
Dan Ives on CNBC today said "They're spending money like 1980's Rock Stars" (10/21)
Albertsons is exceptionally cheap, yields about 5.1%, and has several prospective catalysts that could boost the shares.
“Super cheap. A couple of good things happening that could give it a little boost.”
Dan Ives on CNBC today said "They're spending money like 1980's Rock Stars" (10/21)
2026-10-06
SBRA
bullish
CNBC Halftime Final Trades · video
Sabra Health Care REIT is down 13% from its high yet offers a ~6.5% yield and 7% earnings growth ahead — the rate-driven selloff has disconnected price from fundamentals
“Sabra's got like 7% earnings growth ahead of it. Down 13%.”
Half Time Report guests share their top stock picks... I analyze those picks in the last segment.
Bristol Myers is down 13% from its high on bond-equivalent rate selling; a ~4.5% dividend yield with earnings growth ahead offers income plus rebound potential as rate panic fades
“Bristol down 13% from its high. I bumped those up this morning.”
Half Time Report guests share their top stock picks... I analyze those picks in the last segment.
2026-10-06
CWEN
bullish
CNBC Halftime Final Trades · video
Clearway Energy is down 26% in the utility selloff yet offers a 6.3% yield with double-digit earnings growth ahead, making it deeply discounted relative to its fundamental value
“down 26% in the last few months. 6.3% yield, double-digit earnings growth ahead”
Half Time Report guests share their top stock picks... I analyze those picks in the last segment.
Dominion Energy is down 15% from its high on a broad-brush bond-equivalent rate selloff that treated it like a fixed-income substitute, ignoring its earnings growth; bumped up the position this morning
“Dominion that's sure it's still up right but it's down 15% from its high”
Half Time Report guests share their top stock picks... I analyze those picks in the last segment.
Google's June 2026 convertible preferred yields 6.4% income with equity-like upside through 2029 maturity; at 17x earnings the common offers huge forward EPS growth, TPU revenues to hedge against search erosion, and a near-self-funding balance sheet versus…
“It's got a 6.4% yield. And that's compelling.”
Half Time Report guests share their top stock picks... I analyze those picks in the last segment.
Northrop Grumman trades at 16x earnings with a 5% FCF yield, ~10% earnings growth, a $105B pipeline, and the B-21 stealth bomber program — a permanent compounder for patient holders expecting ~10% annualized over time
“This one we bought um 13 years ago, and we're up 400% on it.”
Half Time Report guests share their top stock picks... I analyze those picks in the last segment.
2026-10-01
long CLX / long CMCSA / long CAG / long NEE (+1 legs)
basket
CNBC Halftime Final Trades · video
Real-economy consumer staples have been indiscriminately crushed since August 21st as capital rotated into AI/tech, but the underlying businesses remain intact and will still be relevant in 2030, creating a buying opportunity in the dislocation
“I think there's probably a buying opportunity right now for them”
The Bull Bear Debate Grows -Half Time Report followed by Technical Analysis 09/30
2026-09-30
long CLX / long CMCSA / long CAG / long NEE (+1 legs)
basket
CNBC Halftime Committee · video
Real economy consumer staples and utilities (CLX, CMCSA, CAG, NEE, KMB) have been indiscriminately crushed since the August rate spike while underlying demand is intact, creating a buying opportunity as the market's AI winner-take-all narrative overshoots…
“I suspect these companies will be just fine. And I think there's probably a buying opportunity right now”
The Investment Committee debates the setup into Q4
Q3 earnings growth rates are mathematically predetermined and will be spectacular, making near-term catalysts largely non-events and supporting higher market levels by year-end
“I think earnings are going to be spectacular again”
Trading the major week ahead: The Investment Committee's strategy
Carrier pulled back to 63 from a 80 trim level, and strong free cash flow combined with positive macro tailwinds makes adding to the position attractive at this discount
“Huge free cash flow. All the positive trends in the economy that we're talking about pushing it up.”
CNBC halftime report August 13, 2026 | Nvidia, Micron, Amazon, Microsoft, Cerebras Systems & more
After a ~6% pullback last week, Meta reached an attractive entry point and was added to growth portfolios that didn't already own it at Friday's high-700s price level
“on Friday, we bought Meta into portfolios that didn't own it already”
90d +27.3%
'Halftime' traders debate the market setup for the next half of 2026
2026-04-01
ETD
bullish
CNBC Halftime Final Trades · video
Ethan Allen offers a 7% dividend yield, 12x earnings, no debt, and is positioned to gain market share from Restoration Hardware's struggles
“7% dividend yield, 12 times earnings, no debt. To some degree, Restoration Hardware's gain pain is their game”
90d +2.2% · 180d +14.7%
Final Trades: FTAI Aviation, Ethan Allen, Teradyne and the QQQ
5% yield with an oversold setup as the KenView/Tylenol overhang concern fades from the share price
“5% yield, really oversold, and the concern over Ken View and Tylenol is starting to fade”
90d -4.1% · 180d +8.5%
Final Trades: Vertex Pharma, Kimberly-Clark, S&P Global and Exxon Mobil
Honda Motor trades at 9x earnings with a 4.3% dividend yield and holds a dominant position in the high-margin global motorcycle business, making it a compelling international value
“4.3% dividend yield, nine times earnings, dominant position in the very high margin global motorcycle business”
90d -19.3% · 180d -7.6%
Final Trades: Baker Hughes, Honda Motor, Wells Fargo and the KRE
Enterprise Products Partners offers energy sector exposure without commodity price risk, backed by a 6.9% yield
“If you like energy but don't want commodity price exposure, enterprise is where it's at. 6.9% yield”
90d +21.3% · 180d +21.8%
Final Trades: Morgan Stanley, Leidos Holdings, Enterprise Products and Amazon
2026-01-02
SBRA
bullish
Seth Klarman · video
Sabra Healthcare trades at ~12x FFO (half the market multiple) with a 6.5% dividend yield, strong demographic tailwinds in skilled nursing and senior housing, and AI as a potential operational benefit rather than a threat.
“it's one of the rare companies where the fundamentals alone are very encouraging, but it was up 17%”
90d +5.3% · 180d +5.8%
CNBC's Investment Committee's Top Picks for 2026: Amazon, Sabra and Visa
Consumer staples have been major underperformers this year but sentiment is shifting toward opportunity, and Conagra's 8.1% dividend yield makes it an attractive entry
“consumer staples have been huge underperformers this year and I've seen the drum beat starting to change”
90d -7.3% · 180d -13.6%
Final Trades: Taiwan Semi, Amazon, Morgan Stanley and Conagra
2026-01-02
FI
bullish
Seth Klarman · video
Fiserv trades at a deeply discounted valuation after the Argentina-driven earnings miss, but the core business (Zelle, Clover, bank-backbone software) generates strong cash flow and new management is repositioning for high-single-digit to low-teens earnings…
“your starting point is today — look forward”
CNBC's Investment Committee's Top Picks for 2026: Amazon, Sabra and Visa
Freeport-McMoRan is cheap on both a free cash flow and earnings basis after its investor update, implying undervaluation
“10% free cash flow yield, 13 times earnings”
90d +53.1% · 180d +52.0%
Final Trades: Netflix, Nvidia, Lockheed Martin and Freeport-McMoRan
Charles Schwab has the fastest earnings growth in the financial sector, benefits from both high share prices and Fed rate cuts, yet trades at only 18x earnings
“fastest earnings growth in the financial sector”
90d +4.9% · 180d -3.4% · 1y +3.6%
Final Trades: Leidos Holdings, Charles Schwab, Morgan Stanley and the ETHA
Uber's $20B buyback is credible and well-supported by enormous and growing free cash flow ($9B this year rising to $12B) combined with a track record of fiscal discipline
“full thumbs up on Uber's buyback”
90d -17.2% · 180d -23.2% · 1y -29.2%
The 'Halftime' Investment Committee's buyback strategy
Charles Schwab's $20B buyback is surprising given the company only recently emerged from a bank-deposit funding crisis, suggesting they should have retained more dry powder
“Schwab a little more apprehensive”
The 'Halftime' Investment Committee's buyback strategy
2025-04-11
SBRA
bullish
The Compound · video
Sabra Health Care REIT trades at 11x FFO with a 7.3% yield across 364 skilled-nursing properties that carry zero tariff exposure and zero DOGE risk since skilled nursing is needs-driven, not discretionary
“zero tariff... zero Doge risk. Because it's skilled nursing homes.”
90d +7.7% · 180d +7.2% · 1y +24.4%
The 7 Best Dividend Stocks to Buy Now | TCAF 187
Conagra trades at 10x earnings with a 5.6% yield and 49-year dividend streak; its portfolio skews healthier than peers (Bird's Eye, Healthy Choice) making it less vulnerable to the RFK Jr. / make-America-healthy-again regulatory headwinds that hit consumer…
“buy right now... you're going to get four or 5% capital appreciation plus 5.6%”
90d -23.9% · 180d -25.6% · 1y -40.0%
The 7 Best Dividend Stocks to Buy Now | TCAF 187
Bristol-Myers generates $10B+ annual free cash flow for the next three years and trades at 8x forward earnings, giving it capital to acquire its way back to growth as legacy patents roll off, while paying a 92-year dividend streak at a 4.7% yield
“they should be able to buy their way back to growth by the end of the next five years”
90d -3.0% · 180d -9.8% · 1y +20.3%
The 7 Best Dividend Stocks to Buy Now | TCAF 187
2025-04-11
CWEN
bullish
The Compound · video
Clearway Energy has zero tariff and zero recession exposure as a pure wind/solar/battery power seller to the grid, and AI-driven electricity demand means every megawatt of clean capacity is needed, supporting its 7% yield at 12.5x earnings
“Zero tariff exposure, zero economic exposure. Everyone's using every bit of power that we can.”
90d +16.7% · 180d +17.4% · 1y +49.0%
The 7 Best Dividend Stocks to Buy Now | TCAF 187
Dominion Energy is a regulated utility with 75% Virginia exposure, 7-9% forward earnings growth, a 92-year dividend streak, a 5%+ yield, and trading at just 14x earnings, making it a highly resilient holding with near-zero tariff or recession sensitivity
“92 years of paying that dividend, trading at 14 times”
90d +11.6% · 180d +17.6% · 1y +24.9%
The 7 Best Dividend Stocks to Buy Now | TCAF 187
2025-04-11
RHP
bullish
The Compound · video
Ryman Hospitality's conference-center model (67% corporate revenue, booked 2-5 years in advance) insulates it from tariff and tourism risk, and contractual cancellation fees protect the dividend even in a GFC-severity recession scenario
“they book out two to five years in advance... they can still cover that dividend yield”
90d +23.6% · 180d +6.2% · 1y +25.1%
The 7 Best Dividend Stocks to Buy Now | TCAF 187
Verizon's 6.4% yield at 9x forward earnings is materially superior to the 4.3% pre-tax yield on 10-year Treasuries, and its utility-like low volatility makes it a behavioral anchor for income-focused investors who need cash flow to stay invested through…
“Would you rather own a 10-year Treasury where you get 4.3%... or Verizon where you're going to get 6.5%?”
90d -2.3% · 180d -4.0% · 1y +10.9%
The 7 Best Dividend Stocks to Buy Now | TCAF 187
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