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.

How does the speaker suggest one should approach buying during market dips?

What is the significance of the S&P multiple swings mentioned in the text?

What are some specific stocks mentioned that are considered good investment opportunities?