Arturo Cuevas

The healing economy appears reinvigorating the golf industry, a development which could make WCI Communities, ClubCorp, and Callaway Golf hot stock picks.

Consumers will likely be eating more chicken in 2014 as beef prices soar, a good omen for Sanderson Farms, as well as for Pilgrim's Pride and Tyson Foods.

LGI Homes looks primed to bolster its fortunes by turning renters to homeowners and raiding the market turfs of the Blackstone Group and American Homes 4 Rent.

The running boom is back and is likely to stay. This could be a majors earnings catalyst for the likes of Foot Locker, Finish Line, Brown Shoe, and Nike.

The flurry of recent hotel acquisitions may be an opportune time for investing in REITs like Sunstone Hotel and Chesapeake Lodging, as well as in Blackstone's Hilton IPO.

Ryland is one confident homebuilder, emboldened by its strong presence in local markets, where economies are better than at the national level.

TravelCenters of America and CST Brands look like enticing pit stops for investors hoping to profit from the renewed vigor for road travel.

WhiteWave and Hain Celestial are potential winners as more consumers shift to the plant-based milk drinks that these companies make.

Spectrum Brands Holdings seems shielded from the gloom that most consumer goods companies are facing. It is buoyed by its essential household brands, a healthy balance sheet, and a strong bet on housing's recovery.

A pocket of strength in the retail sector seems to thrive in The Gap with its robust marketing tack, diversified brands, and growing global business.

It looks like no bust this time, as Swire Pacific, Realogy Holdings, and Wells Fargo ride a condo-building boom.

R.G. Barry appears to ready to enter a new era of growth through acquisitions and strengthened growth programs with customer retailers like J.C. Penney and Kohl's.

A resurgent Japanese economy can bring early gains on both large- and small-cap companies such as Mitsubishi Estate, John Lang La Salle, and RE/MAX Holdings.

Its mastery of the move-up home buyers and stepped-up activity in high-growth markets could pull Taylor Morrison from the recent troughs that homebuilding equities have fallen into.

To gain rewards from the resurgence of the home market, Realogy Holdings seems a viable investing vehicle with its firm grip on residential real estate services.

Ardmore Shipping and Golar LNG seem ready to break out as they beef up their tanker fleets in anticipation of increased natural gas and chemical shipments.

Florida-based home builder WCI Communities looks a stock fit for investors eyeing pockets of growth in the housing market.

Recent successes achieved by professional consulting firm Stantec, including those woven around BHP Billiton and Freeport-McMoran, are cue-ins for investors to consider this Canada-based firm as a stock portfolio candidate.

Strong tailwinds from intensifying oil drilling in the Gulf of Mexico, led by oil majors BP and Chevron, plus prospects of more international contracts bode well for the market fortunes of jackup rig operator Hercules Offshore.