In short: Harrington (highest since Nov '24): bought ~$68 years ago, a "long road of sitting" while the pandemic over-shoot normalized; now executing on a 35% gross-margin target, 16× earnings, a dividend aristocrat. Tough spot — the 3.6% yield is light for her income strategy, so it may not survive to year-end — "but they're doing everything right."
Stanley Black & Decker makes tools (DeWalt, Craftsman). During the pandemic everyone bought tools, the stock spiked, then crashed as demand normalized and the company was left with too much inventory. Harrington bought it years ago around $68 and endured "a long road of sitting and doing nothing" while that hangover cleared. Now it's finally working: they're hitting a 35% gross-margin target (gross margin = the profit left after the direct cost of making the products), it trades at a reasonable 16× earnings, and it's a "dividend aristocrat" (a company that has raised its dividend every year for decades).
Her honest tension: it's done everything right, but after the big move the dividend yield has fallen to 3.6% — too low for her income strategy, which needs juicier payouts — so she may not keep it by year-end despite admiring the company.
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