Investors / stance tracking
What Skylar Winan is saying
FollowFollowingUnfollowCIO, Regan Capital
6 dated public stances tracked since 2026-10-19, most recently 2026-10-19. 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 Skylar Winan'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. Skylar Winan is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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6
tracked stances
4
themes
0
side flips
2026-10-19
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| BANKS | 1 | 1 bullish | 2026-10-19 | |
| DEFENSE | 1 | 1 bullish | 2026-10-19 | |
| MCK | 1 | 1 bullish | 2026-10-19 | |
| RSG | 1 | 1 bullish | 2026-10-19 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-19
long TJX / long ROST
basket
Fox Business (uncut) · wrong_show
Discount retailers TJX and ROST capture both downtrading middle-income consumers and value-seeking lower-income shoppers as consumer stress persists, making them durable regardless of where the consumer lands
Fox Business live 2026-10-19 15:12–16:11 ET (recorded in error as Varney & Company)
2026-10-19
long TJX / long ROST
basket
Fox Business (uncut) · uncut_tv
Discount retailers TJX and ROST benefit from two simultaneous consumer shifts: higher-income shoppers trading down in preferences and lower-income consumers with limited alternatives, making the basket defensive regardless of consumer sentiment
“folks that are shifting down in their preferences are gonna go to TJ Maxx and Ross Stores”
The Claman Countdown — 2026-10-19 (Fox Business, full episode, ads cut)
2026-10-19
RSG
bullish
Fox Business (uncut) · uncut_tv
Republic Services is a ~$70B cash cow with 32% margins and built-in inflation hedges via contractual price increases and fuel pass-throughs, plus a near-impenetrable 97% customer retention rate
“trash is cash...32% margins in a great inflation hedge”
The Claman Countdown — 2026-10-19 (Fox Business, full episode, ads cut)
Winan expects the Fed to hike up to four times over the next 12–18 months, which expands bank net interest margins as deposit costs stay near zero while banks redeploy capital at 6–7% yields
“the Fed's going to have to hike maybe four times over the next 12 to 18 months”
The Claman Countdown — 2026-10-19 (Fox Business, full episode, ads cut)
2026-10-19
MCK
bullish
Fox Business (uncut) · uncut_tv
McKesson controls roughly a third of US drug distribution including GLP-1s, chemo, and insulin, making it a non-beta compounder driven by demographic tailwinds from retiring baby boomers regardless of market direction
“people are going to need their products no matter what”
The Claman Countdown — 2026-10-19 (Fox Business, full episode, ads cut)
Northrop Grumman benefits from a sustained US defense budget ramp and ongoing conflicts in Ukraine and the Middle East driving munitions demand, with existing government contracts providing durable revenue independent of market beta
“it is hard to say no to defense needs”
The Claman Countdown — 2026-10-19 (Fox Business, full episode, ads cut)
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