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Matador, Eagle Materials & Trinity Industries Ready for Bull Run

Trinity Industries has a booming railcar business and is oversold as a result of the recent guardrail controversy, said Craig Hodges, portfolio manager for the Hodges Small Cap Fund.

Trinity Industries has a booming railcar business and is oversold as a result of the recent guardrail controversy, said Craig Hodges, portfolio manager for the Hodges Small Cap Fund. Hodges added that Trinity is diversified into energy and agriculture which protect it on the downside. He is also bullish on Eagle Materials, saying the wallboard maker will see a boost as housing picks up and the company is also benefiting from its move into fracking sand. Finally, Hodges said that Matador Resources stock may be down as a result of the drop in energy prices, however, the company remains nimble and profitable.

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