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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 - 8/19/2022

by Hodges Investment Team, on Aug 19, 2022 7:00:00 AM

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

#1 PRICEY CEREAL BOXES: SBS paperboard, used for packaging consumer products such as food and cosmetics, has seen several significant producers announce price hikes. The price increase represents the ninth SBS price increase since early 2021 and will likely result in a 5-7% increase in September to around $450/ton.

#2 SECOND QUARTER RESULTS: With earnings for the second quarter now reported from 90% of the S&P 500, aggregate EPS growth of 9.7% was well above the original estimates of 5.6% according to data provided by Strategas. Furthermore, revenue growth of 13.7% was also better than expected.

#3 BIG OIL: Saudi Aramco, the world’s biggest oil firm, announced a staggering $48.4 billion in net income for the second quarter. Saudi Aramco’s second-quarter profit according to Chartr was more than Microsoft, Meta, and Apple combined.

#4 R-RATED: When adjusted for inflation, almost all of the highest grossing modern R-rated movies are now 10, 15, or even 20 years old. As reported by Axios, the golden age of kids sneaking in to see the latest R-rated blockbuster smash could well be a thing of the past.

#5 TRAVEL: The latest survey results from TripAdvisor’s Fall Travel Index reveal that nearly 61% of US respondents say that they are planning a fall trip this year which is up from 54% last year.


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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