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Eric Marshall, portfolio manager for the Hodges Small Cap Fund, says U.S. Concrete is a solid holding.
With gas prices low, employment improving, and the housing market recovering, these stocks are set to rise, says Tom Reynolds, portfolio manager for the Perkins Small Cap Value Fund.
Shares of Cedar Fair (FUN) have drifted down more than 2% in the past half year even as oil prices remained depressed and employment rose.