Articles

Blue Chip Equity Income Fund

At Hodges Capital Management (HCM), we manage six distinct fund strategies consisting of domestic publically traded companies. We believe these strategies cover all the different areas of investing that a client would need, ranging from […]

Articles

4 Reasons to Own Equities Now––Hodges Capital

As of March 8, 2013, the S&P 500 is expected to earn about $110 over the next 12 months. With the S&P 500 trading around 1500, the index trades at a multiple of about 13.5 times earnings. If we take the inverse of this we get about a 7.5% earning yield. Where else can you bet that type of return? Ten year treasury notes yield about 2%, corporate bonds yield about 3.25%. We believe your clients should be overweight equities until we see the discrepancy between the two asset classes shrink. […]

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Got Dividends?––Hodges Capital

“Earnings are an opinion, cash is a fact” is an old adage in the investment world that was first recorded in the early 1890s. Today, we believe the wisdom behind this adage should be an important consideration for all investors, especially those focused on income generation. This article seeks to discuss the idea that equity income investing represents significant advantages for most long-term investors. […]