Shares of Trinity Industries will continue to push higher in the wake of a positive regulatory ruling on its guardrails, said Craig Hodges, portfolio manager for the Hodges Small Cap Fund. Hodges added that Trinity is also benefiting from a long-term replacement cycle for several types of rail cars, as well as other transportation infrastructure. He is also bullish on Eagle Materials, saying the company is strategically well positioned as a low cost producer in gypsum wallboard and cement. Finally, Hodges said he is positive on Swift Transportation as the trucking company continues to enjoy the benefit of low gas prices.