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.

Disclosure: TheStreet's editorial policy prohibits staff editors and reporters from holding positions in any individual stocks.

More from Video

It's Still Netflix and Chill on Wall Street

It's Still Netflix and Chill on Wall Street

Video: Here's How Goldman Sachs May Change Under David Solomon

Video: Here's How Goldman Sachs May Change Under David Solomon

3 Reasons Why Netflix Bulls Are Getting Their Face Ripped Off After Earnings

3 Reasons Why Netflix Bulls Are Getting Their Face Ripped Off After Earnings

Shark Tank Star Kevin O'Leary Reveals Why Stocks Haven't Corrected Recently

Shark Tank Star Kevin O'Leary Reveals Why Stocks Haven't Corrected Recently

Podcast: How Exchange Traded Funds Can Obliterate a Stock Sector

Podcast: How Exchange Traded Funds Can Obliterate a Stock Sector