Hodges: Four small-cap stocks ready to pop

Operations at Eagle Materials
Source: Eagle Materials
Operations at Eagle Materials

Editor's Note: Craig Hodges, CEO of Hodges Capital Management, shares his investment outlook for the months ahead along with his top picks for CNBC Pro's Platinum Portfolio.

A lot like the market in August, concerns over China have really taken our market down. But we believe there's a big disconnect between how stocks are acting and actual fundamentals of the individual companies.

The small-cap space, for example, has the least exposure to China forces compared to other areas of the market. We believe that fourth-quarter earnings reports will be an opportunity for many of these companies to show the market their fundamental businesses are strong.

Below are four names favored by my company and why we own them.

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