Insights & Commentary

Discussing value versus growth stocks, Eric Marshall thinks value stocks need to catch up. He says being located in Dallas allows for a different perspective than Wall Street on overlooked companies and that small-caps don’t seem to be as affected by trade.

Craig Hodges shares his strategy for U.S. stocks with Bloomberg's Shery Ahn and Paul Allen. He thinks that the volatility in the market provides buying opportunities and the bottoms-up fundamentals research at Hodges Capital helps find those companies.

Craig Hodges sees opportunities in small-cap companies that are often overlooked. He shares his insight on specific stocks and why he thinks the gap in performance could close between small and large cap stocks.

Craig Hodges discusses the state of the markets and the impact from Federal Reserve policy and U.S. trade tensions with China. He thinks growth is the place to be and is surprised to find growth companies at value prices. He adds that volatility provides opportunities to buy good companies on sale and helps stimulates the economy.

Eric Marshall sees opportunities in both growth and value stocks and thinks long-term investors should focus on areas with the best ability to generate earnings and cash flow over long periods of time.

Despite a difficult year with starts and stops, Craig Hodges thinks it’s a stock-pickers market and sees optimism and opportunities out there.

Craig Hodges shares his insight on a few stock picks on CNBC’s Markets Now.

Following the recent market drop, Craig Hodges sees a lot of opportunities in mispriced and overlooked stocks.

Eric Marshall thinks recent market movement is caused by oversold conditions in individual stocks. He’s focused on finding opportunities there and comments on his stock picks.

Craig Hodges discusses the market's strengths and weaknesses on CNBC’s Power Lunch. He sees Fed policy following the ebb and flow of the market.

Gary Bradshaw is optimistic about the market and thinks it’s time to play offense.  With strong consumer and corporate confidence, he believes we’re in the midst of a correction and potential upcoming catalysts could make the market rally into the end of the year. 

Brothers Craig and Clark Hodges talk with Valerie Sokolosky about running a family business. They talk about growing up together and how their different strengths benefit the firm.

Eric Marshall believes the market pullback is healthy and provides buying opportunities, especially in areas like energy, materials and technology.

Craig Hodges shares his insight on current market conditions. He thinks the market is in a good spot and sees value in certain areas.

Eric Marshall sees continued improvement in the market, especially among small-cap domestic companies. He thinks the market pullback creates opportunities for those who focus on individual company fundamentals.

Craig Hodges comments on the midterm election stock market. He thinks we'll see more volatility and a lot of opportunities. He's looking for good companies that go on sale.

Craig Hodges discusses the outlook for stocks with Maria Bartiromo. He thinks market volatility provides good stock-buying opportunities.

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.