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Joined January 2026
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Market update
Midday market check | 2026-10-23
$CLRO +59.4% at $3.14
HTCO +33.1% at $1.61
XTIA +29.4% at $1.10
SHFS -42.7% at $0.17
XXII -37.5% at $0.20
MGNX -32.7% at $2.39
GNG Research
In focus: McCormick Is Back At 2017 Prices - With Twice The Dividend
Shares trade at 14.2x FY earnings vs decade avg 27.6x, dividend yield 4.3% vs long-term 1.9% - cheapest valuation in over a decade
Market update
Southwest Airlines cuts 2026 profit forecast as rising fuel costs squeeze earnings
Gilead to pay $45 million to settle kickback charges filed by Texas attorney general
GNG Research
In focus
Insider transactions | 2026-10-22
DIERKER, RICHARD A bought $4.3K of $CHD
LINARES, CARLOS G. bought $2.6K of CHD
PISANO, PAULO sold $244.6K of BKNG
GNG Research
In focus: Ex-dividend calendar | 2026-10-23
$PG ex-dividend 2026-10-23: $1.0885 per share (0.0% vs prior)
GEHC ex-dividend 2026-10-23: $0.0400 per share (+14.3% vs prior)
CNXC ex-dividend 2026-10-23: $0.3700 per share (+2.8% vs prior)
GNG Research
In focus
$SHFS +74.9% at $0.38
CRMT +29.4% at $0.80
WORX +24.0% at $2.84
Market update
DBGI -27.2% at $1.31
HAIN -21.2% at $0.16
PMI -19.5% at $7.53
GNG Research
In focus: The Rent Always Comes First - When I'd Own The Landlord, The Tenant, Or Both
Rent is an operating cost paid before owners and banks - owning the landlord buys senior, predictable cash; owning the tenant buys the residual upside and operating leverage
$LMT Lockheed Martin
Lockheed just reminded everyone why defense is a toll business.
Q3 sales up 11% to $20.7B. All four segments grew. Record $292B backlog. Management raised FY26 EPS guidance to $30.35-30.75.
👉 Here's what most people miss: at 18.8x blended, consensus already has EPS at $42 by FY30 off $30.74 this year. That's ~8% growth plus a 2.5% dividend. No re-rating needed to get to 10-12% a year.
Fixed-price programs are the catch. That's the one thing I watch. But the odds favor patience here.
In focus
Insider transactions | 2026-10-21
DIERKER, RICHARD A bought $4.3K of $CHD
LINARES, CARLOS G. bought $2.6K of CHD
PISANO, PAULO sold $244.6K of BKNG
STARK, WENDY E sold $189.8K of PPL
GNG Research
