Bloomberg Markets with Carol Massar and Cory Johnson. GUEST: Tom Stringfellow President and Chief Investment Officer Frost Investment Advisors Discussing the markets and investment strategy. GUEST: David Wilson Stocks Editor Bloomberg News Discussing his "Stock of the Day" GMS (GMS). GMS Inc.'s shares are headed for their biggest one-day drop since the building-product distributor went public 13 months ago. They tumbled after the company reported fiscal first- quarter earnings of 31 cents a share. The profit trailed analysts' average estimate in a Bloomberg survey by 14 cents.