Arturo Cuevas

Arturo Cuevas


TMF contributor covering consumer goods, real estate and financials

Recent articles

The Chicken Menu Is Looking Healthy for 2014

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.

Stop! Don't Rent a Home

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.

Hotel REITs Looking Hot As Acquisitions Step Up

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.

Why This Builder Is Gung-Ho on Housing

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

Here’s Why Spectrum Brands Should Be on Your Shopping List

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.

3 Property Plays as Japan's Economy Rebounds

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.

Why Rising Mortgage Rates Worry This Homebuilder Less

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.

1 Housing Stock Ripe for the Picking

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.

2 Ways to Beat the Maritime Industry Doldrums

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.

Why This Consulting Firm Merits Investors’ Attention

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.

Search for a Hero in Offshore Drilling Can Start Right Here

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.