Century Communities, Norwegian Cruise Line, United Rentals Favored: Hodges

The video discusses market volatility and its impact on stock performance, highlighting the difference between growth and value stocks. It explores the divergence between small and large caps, emphasizing the potential of small caps to recover. The speaker shares strategies for identifying buying opportunities, particularly in the housing market, and highlights specific companies like Norwegian Cruise Lines and United Rentals as investment options. The focus remains on the strong consumer market and domestic investments, with Hodges Capital Management leveraging its research to find undervalued stocks.

What is the strategy mentioned for dealing with market volatility?

• Investing only in growth stocks

• Focusing solely on value stocks

• Investing in both growth and mispriced stocks

• Avoiding the stock market entirely

How many times have small caps underperformed by more than 10% historically?

• Once

• Twice

• Three times

• Four times

What is a key factor in identifying buying opportunities according to the transcript?

• High unemployment rates

• Low interest rates

• High stock prices

• Strong industrial growth

Which sector is mentioned as still being strong despite industrial slowdowns?

• Technology

• Energy

• Healthcare

• Consumer

Which company is highlighted as a growth company trading at value prices?

• Tesla

• Amazon

• United Rentals

• Apple

What is the focus of Hodges Capital Management's investment strategy?

• International markets

• Cryptocurrency

• Domestic small-cap stocks

• Large-cap technology stocks

Which of the following is NOT mentioned as an investment opportunity?

• Community residential housing

• International bonds

• Norwegian cruise lines

• United Rentals