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Hodges Friday Fast Five

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

Friday Fast Five - 12/31/2021

by Hodges Investment Team, on Dec 31, 2021 10:00:00 AM

Five interesting things that Hodges Capital research analysts discovered this week...

#1 ACTIVE MANAGEMENT: As 2021 draws to a close, the Wall Street Journal has reported that 85% of active managers are on pace to underperform the S&P 500 this year.

#2 RETIREMENT WORRIES: Despite uncertainties associated with the pandemic, a recent study conducted by Allianz Life showed that Americans see rising inflation as the most significant risk to their retirement plans.      

#3 COVID-19: The CDC has reduced the quarantine isolation time from ten days to five days this week. Although the number of new cases is now approaching record levels, the reduction in quarantine and the severity rate of new variants could be positive for travel-rated stocks in 2022.

#4 CRYPTO CRAZE: While there is no shortage of debate over cryptocurrencies such as Bitcoin, the market capitalization of the entire crypto universe has increased to more than $2.2 trillion at the end of 2021 from $200 billion in 2019.      

#5 HOLY GUACAMOLE: Average selling prices for fresh avocados are up 37% year-over-year, while production is down roughly 7% due to a sub-optimal crop this year in both California and Mexico.


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Hodges Private Client is a program offered through Hodges Capital Management, Inc. (“HCM”). HCM is an Investment Advisory Firm registered with the Securities and Exchange Commission (“SEC”), is a wholly owned subsidiary of Hodges Capital Holdings and serves as investment advisor to the Hodges Funds. HCM is affiliated with First Dallas Securities, Inc, a broker-dealer, and investment advisor registered with the SEC.

This discussion is not intended to be a forecast of future events and should not be considered a recommendation to buy or sell any security. Past performance is not indicative of future results. Investing involves risk. Principal loss is possible. Investing in smaller companies involves additional risks such as limited liquidity and greater volatility. No current or prospective client should assume that information referenced in this communication is a recommendation to buy or sell any security or is a substitute for personalized investment advice from your individual advisor. HCM does not provide tax or legal advice. Consult your tax or legal advisor for any related questions.

All information referenced herein is from sources believed to be reliable and is provided as general market commentary and does not constitute investment advice. This material was created for informational purposes only and the opinions expressed are solely those of HCM. HCM shall not in any way be liable for claims and makes no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information. The data and information are provided as of the date referenced and are subject to change without notice.

Hodges Friday Fast Five

We aim to help investors separate the news from the noise by providing our perspective. Every Friday the Hodges Private Client research analysts list the five most interesting things they discovered that week. Subscribe to receive the Hodges Friday Fast Five in your inbox every Friday. 

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