Eric Marshall, CFA, co manager of the Dallas based Hodges Small Cap Fund (HDPSX), has a bottom up stock picking strategy that’s put his firm on the map of top performers.
Nike Free Run Trainer 3.0 Negro Rojo Hombres Excelente Calidad We spoke with Marshall to get the scoop on his
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Can you shed some
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When asked if his stock picking strategy has any constraints based on ratios, dividend yields, or historical performance,
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Can you speak
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Nike Run Balanza gratuito 2014 Mujeres Negro Rosa Zapatos 2015 Venta En Línea! 40% -80% De Descuento! Envío Gratis small caps offer a less efficient area of the market. If the
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In general, smaller
Nike Free Run 2 Gris Azul Mujeres Tienda Es El Mejor Lugar Para Que Usted Compre businesses are less affected by the global events than big name firms. "It doesn’t matter what happens to EU bond rates
Nike Free Run Powerlines Ii Azul Plata Hombres Ahorre Hasta Un 70% De Descuento overnight, they’re just focused on growing their own business."Hodges is also adding smaller financial stocks like Texas Capital (NASDAQ:TCBI) and
Nike Free Run 3.0 V4 Negro Azul Mujeres Convertido En Una Parte Esencial De Moda Viewpoint
Nike Free Run Powerlines Ii Azul Oscuro Hombres Con Alta Calidad y Entrega Rápida (NASDAQ:VPFG), which it avoided during the past 4 years.
Marshall explains that banks have better capital structures and more transparency than
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Nike Run Balanza gratuito 2014 Mujeres Gris Rosa Venta Barato banks. He
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Let’s talk specifics. What stocks
2014 Nike Free Run Gimnasio Blanco Negro Hombres Venta Hogar Es Su Mejor Opción are most attractive and why?The Manitowoc Company (NYSE:MTW), market cap $1.66 billion, specializes in construction
2014 Nike Free Run Gimnasio Blanco Azul Hombres Con Alta Calidad y Entrega Rápida cranes and food processing equipment,
2014 Nike Free Run Gimnasio Blanco Negro Hombres Envío Gratis Para Todo El Mundo two completely
Nike Free Run 3.0 V7 Cielo Azul Naranja mujeres negras Precio Más Bajo uncorrelated products. Share price is
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2012 Nike Free Run Tr Fit Azul Blanco Hombres 2015 Nueva Llegada Del Envío Libre "but we see a lot of value coming back in the next few years to high teens, low $20s."
Texas Pacific
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Nike Roshe Run 2014 mujeres rojas Ant-piel Ayuda Para Alojarse En Estilo (NYSE:TPL) is one of the oldest traded companies on NYSE and created out of old Texas Pacific railroad in 1880 when it went bankrupt after the civil war. Today the firm passively sells off their
2013 Nike Free Run Líneas Azul Gris Hombres Para Hombres Baratos Running Zapatos millions of acres, receives gas royalties, pays dividends and buys back stocks. "It’s not really exciting, but there is a lot of value." Today it is
Wmns Nike Free Run 3.0 V5 2014 Orange Mujeres Excelente Calidad trading at $60, they
Nike Free Run Trainer 3.0 Negro Azul Hombres Comercio Al Por Mayor Tienda Online have a 10th
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2012 Nike Free Run Tr Fit Naranja Hombres Outlet Store Clearance Sale Online 2014 oil and gas fields and hard assets in the
Nike Run Balanza gratuito 2014 Mujeres Negro Rosa Cada Par De Zapatos Que Compra form of land should increase
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Nike Free Run 3.0 V7 Azul Negro Mujeres Precio Más Bajo through
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Shoe
Nike Free Run 3.0 V2 Gris Negro Mujeres Convertido En Una Parte Esencial De Moda Carnival (NASDAQ:SCVL) is a niche retailer in the family shoe channel. "They have a little over 300 stores and [are] growing the store base
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2013 Nike Free Run Líneas Azul Hombres 2015 Nueva Llegada Del Envío Libre like DSW (NYSE:DSW) that want to go after that family
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This brings up another good
2012 Nike Free Run 3.0 Piel Negro Púrpura Mujeres Es Una Buena Opción Para Usted point about small caps: You often see smaller companies get bought
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Belo Corp. owns TV stations in various major metropolitan areas. The
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2012 Nike Free Run 2 Negro Blanco Mujeres Precio Más Bajo which represent
Nike Free Run Líneas del arco iris azul de los hombres Venta Con 70% De Descuento 20 25% of local advertising. "They will get aggressive with advertising soon, plus a very heated election season is coming, so
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Nike Free Run Powerlines Ii Verde Negro Hombres Venta Online
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2012 Nike Free Run 3.0 Piel café Mujeres Entrega Rápida y Buen Clientes Servicios Están Garantizados advertising." says Marshall. "It can probably do very well and bring in over $1 earnings per share [current EPS
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Cirrus Logic (NASDAQ:CRUS) They had a big
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Nike Free Run 4.0 V3 anti-piel 2014 mujeres negras rojas Liquidación Envío Rápido iPad. "With
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2014 Nike Free Run Gimnasio Negro Verde Hombres Para Barato Zapatos Para Hombre for the iPad
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2012 Nike Free Run 2 Azul Negro Mujeres Sale Con La Variedad De Estilos y Colores company. We started buying around $12 13 areas and we still like it long
2012 Nike Free Run Tr Fit Azul Hombres Amarillo Ahorre Hasta Un 70% De Descuento term."
Interactive Chart:
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Nike Free Run Powerlines Ii Negro Hombres Luna 2015 Nueva Llegada Del Envío Libre changes
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2012 Nike Free Run 3 Naranja Gris Mujeres Página Oficial Con 100% De Alta Calidad here. (click to enlarge)
Most recent trades?Most recent purchase: Hodges recently added to its position in Primoris Services Corporation (NASDAQ:PRIM), a contract infrastructure firm "that could have some upside. There’s heavy insider
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Hodges recently sold off its position in the premium mattress
Nike Free Run 4.0 2012 Negro Rojo Mujeres Precio Más Bajo manufacturer Tempur
2013 Nike Free Run Powerlines Negro Rojo Hombres llegada Liquidación Envío Rápido Pedic International (NYSE:TPX). "We’ve owned it since ’09, and we bought in $20s, sold
Nike Run Balanza gratuito 2014 Mujeres Verde Naranja Zapatos Corrientes De Venta in $70s and $50s, and it’s trading down in $30s today. The reason we sold that stock [is] because we [saw] pricing power deteriorate. The premium mattress business
Nike Free Run 3.0 V4 Verde Gris Mujeres Adicional 50% De Descuento En Liquidación held up in recession but
Nike Free Run Trainer 3.0 Negro Azul Hombres Usted Encontrará Las Últimas Estilos Sealy (NYSE:ZZ), Serta, and other competitors that have spent years trying to
Nike Free Run 3.0 V4 amarillas azules Mujeres A La Venta Con Precio De Descuento get into that premium business, and they finally made it. As a result,
Nike Free Run 3.0 V4 Rosa Gris Mujeres Sale Con La Variedad De Estilos y Colores Tempur Pedic has had to do more promoting, which they never had to
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Use the Turbo
2012 Nike Free Run 3.0 de pieles blancas púrpuras Mujeres Hasta 52% De Descuento Chart to
Nike Free Run 2 2012 Luz azul púrpura Mujeres Proporciona Varios 50% De Descuento compare these recent trades to the Standard Poor’s 500 index (SPX) (click to enlarge)
Business Section: Investing IdeasLooking to emulate Hodge’s
2012 Nike Free Run 3.0 de pieles blancas púrpuras Mujeres Con Descuento 56% -78% Small Cap Fund’s strategy
Nike Free Run Powerlines Ii Marrón Verde Hombres Usted Puede Ahorrar Mucho Aquí and find other small cap names where long term growth opportunity abounds?
We list the fund’s top 10 holdings below. List Average
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Compare 1 year returns:
1. Texas Pacific Land Trust: Engages
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Nike Free Run 3 de plata Mujeres Orange Sólo Compras En Nuestra Tienda De Ahora land in the United States.
2. Smart Balance, Inc (NASDAQ: SMBL): Distributes various food products in the United
2014 Nike Free Run Gimnasio Blanco Azul Hombres Ahorre Hasta Un 70% De Descuento States and internationally.
3. US Airways Group, Inc. (NYSE: LCC): Provides air transportation for passengers and
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4. Encore Wire Corp. (NASDAQ: WIRE): Manufactures and sells copper electrical building wires and
2013 Nike Free Run Powerlines Gris Verde Hombres Usted Puede Ahorrar Mucho Aquí cables primarily in the United States.
5. Cirrus Logic Inc.: Develops high precision analog and mixed signal integrated
Nike Free Run 2 2 circuits ((NYSE:ICS)). With the iPhone 5 coming out we believe
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6. Atwood Oceanics, Inc. (NYSE: ATW):
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7. Coinstar, Inc. (NASDAQ: CSTR): Provides automated retail solutions primarily
2012 Nike Free Run 3 Pinke plata Mujeres Venta in
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8. Westport Innovations Inc. (NASDAQ: WPRT): Provides alternative fuel, low emissions technologies that enable engines
Nike Free Run Powerlines Ii Verde Negro Hombres Envío Gratis Para Todo El Mundo to
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2012 Nike Free Run 3.0 V2 Gris Verde Mujeres 2015 Nueva Llegada Del Envío Libre natural gas, hydrogen, and biofuels.
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