May 22, 2026

In the Loop – May 22 2026

“In The Loop” is designed to give you a short update reflecting major developments, earnings, and investment trends across some core Equity Income and Growth holdings. All clients should be aware that individual buy/sell recommendations will be conveyed directly to you on an individual basis. Have a great weekend.

Clients and Friends,

As we gather with family and friends this Memorial Day weekend, we are reminded that this holiday represents far more than the unofficial start of summer. Memorial Day is a time to pause and honor the brave men and women who gave their lives in service to our country. Their sacrifice helped preserve the freedoms, opportunities, and security that we often take for granted each day.

We are deeply grateful for those who served and for the families who carried the burden alongside them. The courage, discipline, and selflessness demonstrated by generations of Americans continue to inspire our nation and remind us of the importance of unity, resilience, and service to something greater than ourselves.

At a time when headlines and markets can often feel noisy and uncertain, Memorial Day offers an opportunity to reflect on perspective, gratitude, and the enduring strength of our country. We remain thankful for the trust you place in us and for the relationships we have built together over the years.

On behalf of our entire team, thank you to all who have served, and especially to those who made the ultimate sacrifice. We wish you and your family a safe, meaningful, and peaceful Memorial Day weekend.

Warm regards,

Massey Romans Capital

We remain focused on navigating market trends and positioning portfolios for long-term growth and resilience.
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Formidable Asset Management (“Massey Romans Capital”) is an investment adviser registered under the Investment Advisers Act of 1940. The information presented in the material is general in nature and is not designed to address your investment objectives, financial situation or particular needs. Prior to making any investment decision, you should assess, or seek advice from a professional regarding whether any particular transaction is relevant or appropriate to your individual circumstances. Although taken from reliable sources, the Firm cannot guarantee the accuracy of the information received from third parties.

The opinions expressed herein are those of the Firm and may not actually come to pass.