Shares of U.S. Concrete have surged 22% since Election Day, but there is more to the bullish story than having a former builder in the White House.
Hodges fund portfolio manager Don Hodges names his top picks including Delta, J&J, Cracker Barrel and Lockheed Martin.
The satellite-radio company can easily add subscribers without new costs, the fund manager says.
'This is a real company,' says mutual-fund manager Craig Hodges.
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