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Hodges Friday Fast Five

"In the investment business, you go to school every day, but never graduate." - Don Hodges

 

by Hodges Investment Team, on October 30, 2026

Five interesting things that Hodges Capital research analysts discovered this week... #1 METAL OF ELECTRIFICATION: Copper prices remain up approximately 29% year over year as electrification, grid investment, energy storage, …

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by Hodges Investment Team, on October 23, 2026

Five interesting things that Hodges Capital research analysts discovered this week... #1 CONTAINER IMPORTS PICKING UP: The number of loaded containers arriving at the largest U.S. ports has turned positive …

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by Hodges Investment Team, on October 16, 2026

Five interesting things that Hodges Capital research analysts discovered this week... #1 FREIGHT SHIPMENTS: The shipment component of the Cass Freight Index increased 1.9% y/y in September, marking the second …

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by Hodges Investment Team, on October 9, 2026

Five interesting things that Hodges Capital research analysts discovered this week... #1 USED VEHICLE PRICES: Wholesale prices, or what dealers pay for vehicles at auction, continue to fall. For the …

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by Hodges Investment Team, on October 2, 2026

Five interesting things that Hodges Capital research analysts discovered this week... #1 BAD BREADTH: The S&P 500 ended last week with only 47.8% of its components above their 200-day moving …

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by Hodges Investment Team, on September 25, 2026

Five interesting things that Hodges Capital research analysts discovered this week... #1 HOW DOMINANT IS THE DOLLAR? According to the Bank for International Settlements, the U.S. dollar was involved in …

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by Hodges Investment Team, on September 18, 2026

Five interesting things that Hodges Capital research analysts discovered this week... #1 CODING: The Apollo 11 Guidance Computer required ~145,000 lines of code. This compares with a few million lines …

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by Hodges Investment Team, on September 11, 2026

Five interesting things that Hodges Capital research analysts discovered this week... #1 MID-TERM DRAWDOWNS: Per Roth Capital Partners, of the last nineteen midterm years, five have produced a pre-election drawdown …

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by Hodges Investment Team, on September 4, 2026

Five interesting things that Hodges Capital research analysts discovered this week... #1 EARNINGS SEASON RECAP: With 99% of S&P 500 market capitalization now reported, approximately 55% EPS growth in 2Q …

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by Hodges Investment Team, on August 28, 2026

Five interesting things that Hodges Capital research analysts discovered this week... #1 SOFTWARE SAVIOR: AI was once believed to be the proverbial nail in the coffin for the software industry, …

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