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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 - 10/8/2021

by Hodges Investment Team, on Oct 8, 2021 3:51:00 PM

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

#1 IPHONE 13 LAUNCH: Data provided by KeyBanc from several top carriers indicated that the iPhone 13 is experiencing high demand with lean inventories at most locations. Such data should be a positive for semiconductors, suppliers and distributors that are tied to the new phone model.  

#2 SHIPPING COSTS: Disruptions in the global supply chain have caused a significant increase in shipping costs and led to delays at several major ports. According to Bloomberg, the cost of shipping a container from China to the West Coast of the U.S. has recently spiked to $20,000 compared to $5,000 at the beginning of this year.

#3 COLLEGE GENDER GAP: A recent report highlighted in the Wall Street Journal noted that the share of men is falling behind women in college enrollment, with women now making up a record 59.5% of all undergrads. The report also indicated that women are far less likely to drop out of college.

#4 SEMICONDUCTOR CAP-EX: Worldwide chip shortages have resulted in a boom for semiconductor capital expenditure growth. According to Empirical Research Partners, semiconductor capital spending is now expected to amount to 17% of the industry’s revenue, which is roughly 4% above the average over the past two decades.

#5 AMERICA’S TEAM: According to Sporti-co, the most valuable NFL football team is the Dallas Cowboys, worth an estimated $6.9 billion compared to the average value of $3.5 billion for teams in the NFL. The least valuable NFL football team is the Cincinnati Bengals, estimated at $2.4 billion.

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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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