Shares of Diamond Hill Investment Group have remained range-bound the past three months, but the under-valued, under-the-radar money-manager is set to break-out, says Ira Rothberg, portfolio manager for the Hennessy Focus Fund. Rothberg is also bullish on Gaming & Leisure Properties for its growth prospects, not just its healthy dividend. Finally, he says Dick's Sporting Goods is poised to move higher on the strength of its e-commerce growth.

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