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What Jenny Harrington (Gilman Hill) is saying

CEO, Gilman Hill Asset Management

21 dated public stances tracked since 2025-04-11, most recently 2026-08-21. 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 (Gilman Hill)'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 (Gilman Hill) is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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21
tracked stances
18
themes
0
side flips
2026-08-21
last heard
Returns  90d +1.5% (n=18) · 180d +0.3% (n=16) · 1y +16.4% (n=7)

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
CAG22 bullish2026-01-02
SBRA22 bullish2026-01-02
SCHW21 bullish / 1 neutral2025-09-29
BMY11 bullish2025-04-11
CARR11 bullish2026-08-13
CWEN11 bullish2025-04-11

Tracked stances

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

2026-08-21 SPX bullish CNBC Fast Money Final Trade · video
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
2026-08-13 CARR bullish CNBC Halftime Final Trades · video
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
2026-06-29 META owns CNBC Halftime Final Trades · video
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”
'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%
Final Trades: FTAI Aviation, Ethan Allen, Teradyne and the QQQ
2026-01-22 KMB bullish CNBC Halftime Final Trades · video
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
2026-01-16 HMC bullish CNBC Halftime Final Trades · video
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
2026-01-08 EPD bullish CNBC Halftime Final Trades · video
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
2026-01-02 CAG bullish CNBC Halftime Final Trades · video
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
2025-11-18 FCX bullish CNBC Halftime Final Trades · video
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 +51.9%
Final Trades: Netflix, Nvidia, Lockheed Martin and Freeport-McMoRan
2025-09-29 SCHW bullish CNBC Halftime Final Trades · video
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%
Final Trades: Leidos Holdings, Charles Schwab, Morgan Stanley and the ETHA
2025-09-24 UBER bullish CNBC Halftime Committee · video
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%
The 'Halftime' Investment Committee's buyback strategy
2025-09-24 SCHW neutral CNBC Halftime Committee · video
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 BMY bullish The Compound · video
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 -3.1% · 180d -9.8% · 1y +20.3%
The 7 Best Dividend Stocks to Buy Now | TCAF 187
2025-04-11 CAG bullish The Compound · video
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
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
2025-04-11 D bullish The Compound · video
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
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
2025-04-11 VZ bullish The Compound · video
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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