Shares of Trinity Industries will continue to push higher in the wake of a positive regulatory ruling on its guardrails, said Craig Hodges, portfolio manager for the Hodges Small Cap Fund. Hodges added that Trinity is also benefiting from a long-term replacement cycle for several types of rail cars, as well as other transportation infrastructure. He is also bullish on Eagle Materials, saying the company is strategically well positioned as a low cost producer in gypsum wallboard and cement. Finally, Hodges said he is positive on Swift Transportation as the trucking company continues to enjoy the benefit of low gas prices.
Subscribe to TheStreetTV on YouTube:
For more content from TheStreet visit:
Check out all our videos:
Follow TheStreet on Twitter:
Like TheStreet on Facebook:
Follow TheStreet on LinkedIn:
Follow TheStreet on Google+:
source
