Insights & Commentary

Eric Marshall sees a lot of opportunities in small-cap stocks, which he believes are very diverse and should be looked at on a case-by-case basis.

Craig Hodges favors U.S. market and sees recent selloff as a buying opportunity.

Eric Marshall sees recent market volatility as a buying opportunity to focus on companies with the potential to grow earnings faster.

Craig Hodges discusses what makes small caps attractive in the current market environment.

Eric Marshall discusses the market outlook for 2018. He sees opportunities in consumer stocks such as retailers, restaurants, transportation and regional banks. He’s bullish on retail as companies transition to online shopping and materials as the U.S. looks to rebuild infrastructure following the hurricanes in the fall.

Craig Hodges discusses the impact of potential tax and regulatory reform on the IPO market. He believes there is more money in the marketplace than there are places to invest it as companies tend to remain private in the current environment.

Craig Hodges sees healthy signs in this narrow market. He believes there are a lot of opportunities and shares his insight on a couple of value stock picks.

Craig Hodges says the market has been resilient despite the lack of progress with US tax reform. He sees tax reform as game-changer for the economy and stock market, especially small-cap companies.

As the Dow hovers near a record 22,000, Craig Hodges says it’s been an incredibly narrow market with mispriced stocks and what he sees as disconnects. He thinks the rotation out of the momentum stocks and into some of the laggards is healthy.

Eric Marshall says he’s looking at unloved areas of the market such as industrials, materials, and consumer discretionary. He thinks investors could find value opportunities in those areas.

Eric Marshall says the focus at Hodges is on pricing power and earnings improvement. He looks for opportunities where there is a disconnect between fundamentals and market perception.

Craig Hodges notes that recent market action has surprised many people - but the market is telling us that the new administration’s policies may benefit business and, in turn, Hodges investors.

Small caps have strong potential to benefit from rollbacks in proposed tax rates and regulations according to Craig Hodges in his conversation with CNBC.

Craig Hodges, CIO, discusses the state of the airline sector and where the opportunities are for investors.

Eric Marshall, Hodges Small Cap Fund, discusses opportunities for small-cap stocks amid the Trump Rally – including a party balloon company.

Craig Hodges, CIO, joins the conversation with his positive outlook for small caps.

Craig Hodges discusses the current economic environment with Charlie Turner in the Money Matters segment. Listen in as Craig Hodges discusses several industries that are opportunistic and ones to avoid.

In the CNBC PRO talks segment, Mike Santoli sits down in this Q&A session with Craig Hodges who details the investment approach and philosophy at Hodges Capital along with sectors and industry examples where they see opportunity.

In this MASTERCLASS segment, Craig Hodges conveys the investment process for Hodges Capital in this economic environment.

Focused on finding hidden opportunities, Craig Hodges shares his opportunistic view on the current marketplace and what sectors they are currently investing in.

Eric Marshall shares his economic outlook for the rest of 2016 and how it may impact the Hodges Funds.

Eric Marshall provides insight on 4 recent stock selections for the Hodges Small Cap Fund in the Q&A interview with Gregg Greenburg.