This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

[video] Quick Take: Super Small-Caps With Not-So-Small Potential

NEW YORK (TheStreet) -- With small-cap stocks leading the way in 2013, TheStreet's Gregg Greenberg spoke to Eric Marshall, portfolio manager of Hodges Small Cap Fund (HDPSX), about his top picks. 

Marshall said despite the year-to-date bull run in small-cap stocks, many names are still in secular growth trends, thus deserving higher multiples. 

One of his favorite picks is Trinity Industries (TRN), which is up over 40% this year. Marshall said the company has a good backlog of business and has yet to hit its peak. 

Another name he likes is KapStone Paper and Packaging (KS), which is up a whopping 140% in 2013.

Marshall said he likes to find industries -- not just stocks -- that have gone through long periods of consolidation, such as the paper and packaging business. He added that KS has strong pricing power, good management and is a potential acquisition target. 

Shoe Carnival (SCVL) is also a top pick. Marshall says there could be 800 total stores in a few years, up from the 300 current locations. He concluded the company has solid growth in an industry with little growth. 

Must Read: What Will Your Retirement Persona Be?

His last pick was Zale Corp. (ZLC), which is up over 250% year-to-date in the midst of a massive turnaround story. 

While the move higher seems excessive, Marshall insisted it was just the beginning and that the stock should have plenty more room to the upside as margins drastically improve and earnings per share increase. 

-- Written by Bret Kenwell in Petoskey, Mich.

Bret Kenwell currently writes, blogs and also contributes to Robert Weinstein's Weekly Options Newsletter. Focuses on short-to-intermediate-term trading opportunities that can be exposed via options. He prefers to use debit trades on momentum setups and credit trades on support/resistance setups. He also focuses on building long-term wealth by searching for consistent, quality dividend paying companies and long-term growth companies. He considers himself the surfer, not the wave, in relation to the market and himself. He has no allegiance to either the bull side or the bear side.

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $93.74 0.00%
FB $117.58 0.00%
GOOG $693.01 0.00%
TSLA $240.76 0.00%
YHOO $36.60 0.00%


Chart of I:DJI
DOW 17,773.64 -57.12 -0.32%
S&P 500 2,065.30 -10.51 -0.51%
NASDAQ 4,775.3580 -29.9330 -0.62%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs